Generalist · Toronto, Canada
Bank of Nova Scotia
Q2 2025 · compared with Q1 2025
Filed as Bank Of Nova Scotia
- Software
- $4.4B
- Weight of 13F
- 9.0%
- Names
- 75
- Net bought
- −$387M
Filed 13 August 2025 · SEC filing.
919 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202686 names$5.2B+$1.2B
- Q1 202689 names$4.0B−$1.1B
- Q4 202584 names$6.2B+$2.5B
- Q3 202582 names$4.8B+$165M
- Q2 202575 names$4.4B−$387M
- Q1 202579 names$4.0B−$1.2B
- Q4 202476 names$5.7B+$1.2B
- Q3 202471 names$4.4B+$20.2M
- Q2 202472 names · $135K in calls, not in the total$4.4B+$416M
- Q1 202479 names$3.9B−$465M
- Q4 202377 names$4.1B+$1.2B
- Q3 202363 names$2.1B−$272M
- Q2 202361 names$2.5B+$687M
- Q1 202365 names$1.4B−$106M
- Q4 202262 names · $228K in calls, not in the total$1.3B+$144M
- Q3 202264 names$1.2B+$282M
- Q2 202243 names$908M−$2.3B
- Q1 202272 names$3.4B−$1.8B
- Q4 202164 names$6.3B+$462M
- Q3 202161 names · $26.1M in calls, not in the total$5.2B+$896M
- Q2 202155 names$4.3B−$930M
- Q1 202157 names$4.5B+$340M
- Q4 202053 names$4.1B+$774M
- Q3 202055 names$3.0B+$449M
- Q2 202051 names$2.4B−$167M
- Q1 202041 names$1.7B−$304M
- Q4 201936 names$2.2B+$75.7M
- Q3 201937 names$1.9B+$749M
- Q2 201931 names$1.1B−$107M
- Q1 201931 names$1.1B−$52.0M
- Q4 201831 names$966M+$366M
- Q3 201828 names$750M+$84.8M
- Q2 201829 names$576M−$7.8M
- Q1 201830 names$537M+$20.0M
- Q4 201740 names$491M+$50.1M
- Q3 201738 names$391M−$126M
- Q2 201737 names$496M+$18.8M
- Q1 201734 names · $892K in calls, not in the total$455M+$217M
- Q4 201629 names$201M+$56.5M
- Q3 201627 names$147M−$3.2M
- Q2 201629 names$141M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,108,602 shares · 46.4% of their software · price +$501M$2.0B−$574M
- ShopifySHOP3,663,351 shares · 9.6% of their software · price +$72.8M$422M−$10.8M
- AdobeADBE483,672 shares · 4.3% of their software · price +$1.6M$187M+$37.1M
- AkamaiAKAM2,335,490 shares · 4.2% of their software · price −$1.7M$186M+$73.6M
- IntuitINTU234,960 shares · 4.2% of their software · price +$40.8M$185M+$51.5M
- SalesforceCRM581,817 shares · 3.6% of their software · price +$2.5M$159M+$6.8M
- OracleORCL471,998 shares · 2.3% of their software · price +$37.2M$103M−$39.4M
- Automatic Data Processing, Inc.ADP301,780 shares · 2.1% of their software · price +$866K$93.1M+$15.7M
- Palo Alto NetworksPANW366,164 shares · 1.7% of their software · price +$12.4M$74.9M−$5.0M
- DatadogDDOG516,352 shares · 1.6% of their software · price +$18.1M$69.4M−$75.7M
- AtlassianTEAM304,215 shares · 1.4% of their software · price −$2.8M$61.8M+$55.7M
- AutodeskADSK189,700 shares · 1.3% of their software · price +$9.1M$58.7M+$26.8M
- Uber Technologies, Inc.UBER621,104 shares · 1.3% of their software · price +$12.7M$58.0M+$24.7M
- OpenTextOTEX1,719,438 shares · 1.1% of their software · price +$6.8M$50.2M−$4.5M
- SnowflakeSNOW220,751 shares · 1.1% of their software · price +$17.1M$49.4M+$27.4M
- CadenceCDNS146,143 shares · 1.0% of their software · price +$7.9M$45.0MFlat
- DescartesDSGX430,565 shares · 1.0% of their software$43.7M−$3.0M
- ToastTOST952,680 shares · 1.0% of their software · price +$10.6M$42.2M+$23.3M
- WorkdayWDAY166,004 shares · 0.9% of their software · price +$1.1M$39.8M+$25.8M
- CrowdStrikeCRWD75,476 shares · 0.9% of their software · price +$11.8M$38.4M+$13.9M
- Fiserv, Inc.FISV211,016 shares · 0.8% of their software · price −$10.2M$36.4M+$31.2M
- ServiceNowNOW34,779 shares · 0.8% of their software · price +$8.1M$35.8M−$13.8M
- PalantirPLTR254,822 shares · 0.8% of their software · price +$13.2M$34.7M+$2.7M
- FortinetFTNT249,126 shares · 0.6% of their software · price +$2.4M$26.3M−$50.5M
- Lyft, Inc.LYFT1,309,624 shares · 0.5% of their software · price +$5.1M$20.6M+$6.4M
- Fair IsaacFICO10,718 shares · 0.4% of their software$19.6MFlat
- MongoDBMDB89,418 shares · 0.4% of their software · price +$3.1M$18.8M+$15.2M
- Manhattan AssociatesMANH89,613 shares · 0.4% of their software · price +$2.2M$17.7M+$5.4M
- VeriSign, Inc.VRSN60,963 shares · 0.4% of their software · price +$2.1M$17.6M−$11.8M
- ZscalerZS53,333 shares · 0.4% of their software · price +$6.2M$16.7M+$10.2M
- DoubleVerifyDV954,543 shares · 0.3% of their software · price +$1.5M$14.3M+$8.9M
- DuolingoDUOL31,696 shares · 0.3% of their software · price +$3.2M$13.0MNew · +$9.8M
- MorningstarMORN32,000 shares · 0.2% of their software$10.0M−$3.7M
- PTCPTC57,756 shares · 0.2% of their software · price +$1.0M$10.0M−$3.4M
- ProgressPRGS145,813 shares · 0.2% of their software · price +$1.8M$9.3M−$668K
- UiPathPATH700,000 shares · 0.2% of their software · price +$1.8M$9.0M+$3.3M
- SynopsysSNPS16,396 shares · 0.2% of their software · price +$1.4M$8.4M−$15.8M
- Roper Technologies, Inc.ROP11,915 shares · 0.2% of their software$6.8M−$2.7M
- Paychex, Inc.PAYX36,096 shares · 0.1% of their software$5.3MFlat
- VeriskVRSK16,421 shares · 0.1% of their software$5.1MFlat
- BroadridgeBR17,092 shares · 0.1% of their software$4.2M−$4.5M
- ElasticESTC47,032 shares · 0.1% of their software$4.0M+$3.9M
- Strategy IncMSTR9,227 shares · 0.1% of their software · price +$1.1M$3.7M+$679K
- NutanixNTNX41,616 shares · 0.1% of their software$3.2M+$2.2M
- CoStarCSGP39,223 shares · 0.1% of their software$3.2MFlat
- Tyler TechnologiesTYL4,913 shares · 0.1% of their software$2.9MFlat
- GoDaddyGDDY14,856 shares · 0.1% of their software$2.7M−$2.8M
- NetApp, Inc.NTAP24,301 shares · 0.1% of their software$2.6MFlat
- PaylocityPCTY12,224 shares · 0.1% of their software$2.2MNew · +$2.3M
- F5, Inc.FFIV7,463 shares · 0.0% of their software$2.2MFlat
- Block, Inc.XYZ31,818 shares · 0.0% of their software$2.2MFlat
- Gen DigitalGEN71,893 shares · 0.0% of their software$2.1MFlat
- TrimbleTRMB26,822 shares · 0.0% of their software$2.0MFlat
- CloudflareNET9,442 shares · 0.0% of their software · price +$785K$1.8M+$536K
- FactSetFDS3,971 shares · 0.0% of their software$1.8MFlat
- Corpay, Inc.CPAY5,248 shares · 0.0% of their software$1.7M−$8.3M
- VeevaVEEV5,866 shares · 0.0% of their software$1.7MFlat
- AppLovinAPP4,198 shares · 0.0% of their software$1.5M−$27.8M
- Rapid7RPD53,223 shares · 0.0% of their software$1.2M−$884K
- PaycomPAYC5,224 shares · 0.0% of their software$1.2MFlat
- ZoomZM14,281 shares · 0.0% of their software$1.1MFlat
- HubSpotHUBS1,716 shares · 0.0% of their software$955K−$4.5M
- SAPSAP3,013 shares · 0.0% of their software$916KFlat
- SS&CSSNC8,268 shares · 0.0% of their software$685KFlat
- OktaOKTA6,754 shares · 0.0% of their software$675KFlat
- TwilioTWLO5,415 shares · 0.0% of their software$673K−$2.6M
- DynatraceDT11,148 shares · 0.0% of their software$615KFlat
- GuidewireGWRE2,024 shares · 0.0% of their software$477KFlat
- BlackbaudBLKB6,141 shares · 0.0% of their software$394KNew · Flat
- AppFolioAPPF1,691 shares · 0.0% of their software$390KNew · Flat
- Amdocs LimitedDOX4,203 shares · 0.0% of their software$383KFlat
- Grab Holdings LimitedGRAB26,177 shares · 0.0% of their software$132KFlat
- FastlyFSLY17,264 shares · 0.0% of their software$122KNew · Flat
- CourseraCOUR10,784 shares · 0.0% of their software$94KFlat
- Sabre CorporationSABR14,742 shares · 0.0% of their software$47KFlat