Generalist · Toronto, Canada
Bank of Nova Scotia
Q4 2025 · compared with Q3 2025
Filed as Bank Of Nova Scotia
- Software
- $6.2B
- Weight of 13F
- 9.3%
- Names
- 84
- Net bought
- +$2.5B
Filed 13 February 2026 · SEC filing.
1,008 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
- MicrosoftMSFT5,921,816 shares · 46.0% of their software · price −$203M$2.9B+$1.1B
- PalantirPLTR2,975,472 shares · 8.5% of their software · price −$13.9M$529M+$267M
- OracleORCL2,277,362 shares · 7.1% of their software · price −$197M$444M+$420M
- ShopifySHOP2,574,111 shares · 6.7% of their software · price +$31.8M$414M−$297M
- SalesforceCRM857,107 shares · 3.6% of their software · price +$23.9M$227M−$29.5M
- Uber Technologies, Inc.UBER1,687,709 shares · 2.2% of their software · price −$27.4M$138M+$79.0M
- AkamaiAKAM1,320,042 shares · 1.9% of their software · price +$15.2M$115M−$68.1M
- IntuitINTU168,468 shares · 1.8% of their software · price −$3.5M$112M+$69.5M
- AdobeADBE311,761 shares · 1.8% of their software · price −$860K$109M−$113M
- ServiceNowNOW664,287 shares · 1.6% of their software · price −$510M$102M+$576M
- Automatic Data Processing, Inc.ADP378,417 shares · 1.6% of their software · price −$13.7M$97.3M+$14.3M
- CadenceCDNS245,848 shares · 1.2% of their software · price −$9.5M$76.8M+$22.4M
- Fiserv, Inc.FISV981,004 shares · 1.1% of their software · price −$60.6M$65.9M+$104M
- Rubrik, Inc.RBRK737,600 shares · 0.9% of their software · price −$4.3M$56.4M+$54.3M
- AtlassianTEAM326,477 shares · 0.9% of their software · price +$797K$52.9M+$17.5M
- Palo Alto NetworksPANW284,427 shares · 0.8% of their software · price −$5.5M$52.4M+$11.0M
- CrowdStrikeCRWD105,443 shares · 0.8% of their software · price −$2.3M$49.4M−$19.5M
- ToastTOST1,247,037 shares · 0.7% of their software · price −$1.2M$44.3M+$45.3M
- Paychex, Inc.PAYX394,293 shares · 0.7% of their software · price −$5.7M$44.2M+$44.6M
- F5, Inc.FFIV160,755 shares · 0.7% of their software · price −$10.9M$41.0M+$48.4M
- DescartesDSGX424,463 shares · 0.6% of their software · price −$2.8M$37.2M+$4.4M
- FortinetFTNT442,181 shares · 0.6% of their software · price −$2.1M$35.1M+$6.2M
- ElasticESTC420,809 shares · 0.5% of their software · price −$3.8M$31.7M+$29.4M
- WorkdayWDAY137,454 shares · 0.5% of their software · price −$3.6M$29.5M−$13.3M
- NetApp, Inc.NTAP250,131 shares · 0.4% of their software · price −$2.8M$26.8M+$3.0M
- AppLovinAPP38,745 shares · 0.4% of their software · price −$1.7M$26.1M+$7.0M
- AutodeskADSK86,912 shares · 0.4% of their software · price −$1.9M$25.7M−$3.3M
- OpenTextOTEX767,297 shares · 0.4% of their software · price −$3.7M$25.0M−$1.3M
- CloudflareNET119,046 shares · 0.4% of their software · price −$2.1M$23.5MFlat
- Roper Technologies, Inc.ROP50,940 shares · 0.4% of their software · price −$2.7M$22.7M+$8.9M
- Fair IsaacFICO12,330 shares · 0.3% of their software · price +$2.4M$20.8M+$12.5M
- Manhattan AssociatesMANH119,086 shares · 0.3% of their software · price −$3.8M$20.6M+$21.3M
- Lyft, Inc.LYFT978,684 shares · 0.3% of their software · price −$2.6M$19.0M−$9.5M
- GoDaddyGDDY144,859 shares · 0.3% of their software · price −$1.8M$18.0M+$16.2M
- SynopsysSNPS33,527 shares · 0.3% of their software · price −$794K$15.7M+$2.7M
- VeevaVEEV66,533 shares · 0.2% of their software · price −$5.0M$14.9M+$17.3M
- HubSpotHUBS36,380 shares · 0.2% of their software · price −$2.4M$14.6M+$15.9M
- PTCPTC83,744 shares · 0.2% of their software · price −$2.4M$14.6M+$14.0M
- DatadogDDOG75,239 shares · 0.2% of their software$10.2M+$5.3M
- SnowflakeSNOW44,229 shares · 0.2% of their software$9.7M−$25.1M
- VeriskVRSK43,353 shares · 0.2% of their software · price −$1.2M$9.7M−$61.1M
- NutanixNTNX180,792 shares · 0.2% of their software · price −$4.1M$9.3M+$10.1M
- PaylocityPCTY56,227 shares · 0.1% of their software$8.6M+$5.1M
- Amdocs LimitedDOX101,850 shares · 0.1% of their software$8.2M+$8.0M
- Bitdeer Technologies GroupBTDR718,573 shares · 0.1% of their software · price −$4.2M$8.1MNew · +$12.3M
- MorningstarMORN34,200 shares · 0.1% of their software · price −$503K$7.4M+$6.9M
- UiPathPATH448,000 shares · 0.1% of their software · price +$1.3M$7.3MNew · +$6.0M
- ProgressPRGS165,920 shares · 0.1% of their software$7.1MFlat
- ZscalerZS29,795 shares · 0.1% of their software · price −$2.2M$6.7M+$7.8M
- CoStarCSGP81,035 shares · 0.1% of their software · price −$1.4M$5.4M+$1.8M
- ZoomZM60,924 shares · 0.1% of their software$5.3M+$3.5M
- SentinelOneS349,100 shares · 0.1% of their software · price −$911K$5.2MNew · +$6.1M
- Block, Inc.XYZ80,368 shares · 0.1% of their software · price −$577K$5.2MFlat
- DocuSignDOCU74,946 shares · 0.1% of their software$5.1M+$5.2M
- VeriSign, Inc.VRSN20,949 shares · 0.1% of their software · price −$767K$5.1M−$7.0M
- BroadridgeBR20,219 shares · 0.1% of their software$4.5M−$872K
- Tyler TechnologiesTYL7,427 shares · 0.1% of their software · price −$514K$3.4M+$850K
- DynatraceDT71,703 shares · 0.0% of their software$3.1M+$2.7M
- TrimbleTRMB38,211 shares · 0.0% of their software$3.0M+$719K
- Strategy IncMSTR18,495 shares · 0.0% of their software · price −$3.1M$2.8M+$1.5M
- The Trade DeskTTD69,274 shares · 0.0% of their software · price −$765K$2.6M+$1.6M
- Corpay, Inc.CPAY8,149 shares · 0.0% of their software$2.5MFlat
- Gen DigitalGEN89,725 shares · 0.0% of their software$2.4MFlat
- MongoDBMDB5,734 shares · 0.0% of their software · price +$627K$2.4M−$6.7M
- TwilioTWLO11,472 shares · 0.0% of their software$1.6MFlat
- DropboxDBX57,261 shares · 0.0% of their software$1.6M−$5.7M
- DoubleVerifyDV137,205 shares · 0.0% of their software$1.6MFlat
- OktaOKTA18,096 shares · 0.0% of their software$1.6M+$799K
- SS&CSSNC15,573 shares · 0.0% of their software$1.4MFlat
- SAPSAP5,261 shares · 0.0% of their software$1.3MFlat
- PaycomPAYC7,904 shares · 0.0% of their software$1.3MFlat
- FactSetFDS3,838 shares · 0.0% of their software$1.1MFlat
- CoreWeave, Inc.CRWV12,683 shares · 0.0% of their software · price −$827K$908K+$1.3M
- SamsaraIOT24,636 shares · 0.0% of their software$873K+$531K
- Bentley SystemsBSY16,338 shares · 0.0% of their software$624K+$560K
- Rapid7RPD33,833 shares · 0.0% of their software$514KFlat
- SPS CommerceSPSC5,056 shares · 0.0% of their software$451KNew · +$527K
- CCC Intelligent Solutions Holdings Inc.CCC55,725 shares · 0.0% of their software$443KNew · +$508K
- VaronisVRNS12,941 shares · 0.0% of their software$424KNew · +$744K
- AppFolioAPPF1,795 shares · 0.0% of their software$418KFlat
- GuidewireGWRE1,712 shares · 0.0% of their software$344KFlat
- FastlyFSLY22,106 shares · 0.0% of their software$225KFlat
- CourseraCOUR12,698 shares · 0.0% of their software$93KFlat
- BlackBerry LimitedBB19,697 shares · 0.0% of their software$75KNew · Flat