Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q3 2019 · compared with Q2 2019
- Software
- $849M
- Weight of 13F
- 7.1%
- Names
- 100
- Net bought
- +$33.5M
Filed 18 October 2019 · SEC filing.
2,595 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 2026192 names$4.1B−$316M
- Q1 2026194 names$4.2B+$1.9B
- Q4 2025118 names · $668M in calls, not in the total$3.6B−$1.1B
- Q3 2025190 names$5.1B−$41.7M
- Q2 2025188 names$5.0B+$440M
- Q1 2025189 names$3.7B+$242M
- Q4 2024187 names$3.8B+$219M
- Q3 2024183 names$3.5B+$132M
- Q2 2024181 names$3.4B+$13.2M
- Q1 2024186 names$3.3B+$35.0M
- Q4 2023183 names$3.1B+$136M
- Q3 2023187 names$2.5B+$156M
- Q2 2023185 names$2.4B+$139M
- Q1 2023186 names$1.9B+$54.3M
- Q4 2022180 names$1.6B+$54.4M
- Q3 2022176 names$1.5B+$158M
- Q2 2022171 names$1.5B+$329M
- Q1 2022146 names$1.9B+$94.5M
- Q4 2021158 names$2.1B+$63.6M
- Q3 2021142 names$1.8B+$46.6M
- Q2 2021133 names$1.7B+$5.3M
- Q1 2021125 names$1.5B−$26.3M
- Q4 2020128 names$1.5B−$9.2M
- Q3 2020120 names$1.4B+$197M
- Q2 2020116 names$1.1B−$76.0M
- Q1 2020112 names$901M+$56.1M
- Q4 2019108 names$900M−$31.4M
- Q3 2019100 names$849M+$33.5M
- Q2 201999 names$816M−$9.9M
- Q1 201986 names$761M+$22.3M
- Q4 201886 names$611M−$54.3M
- Q3 201883 names$763M+$13.2M
- Q2 201881 names$645M+$32.0M
- Q1 201881 names$568M−$3.7M
- Q4 201781 names$547M−$20.1M
- Q3 201779 names$518M+$23.4M
- Q2 201780 names$467M−$41.2M
- Q1 201780 names$478M+$39.0M
- Q4 201675 names$401M−$3.0M
- Q3 201673 names$393M+$76.7M
- Q2 201671 names$290M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,921,969 shares · 47.9% of their software · price +$14.8M$406M+$17.3M
- OracleORCL935,709 shares · 6.1% of their software · price −$1.8M$51.5M−$1.3M
- AdobeADBE140,221 shares · 4.6% of their software · price −$2.6M$38.7M+$4.0M
- SalesforceCRM204,631 shares · 3.6% of their software · price −$673K$30.4M+$3.7M
- Fiserv, Inc.FISV275,914 shares · 3.4% of their software · price +$3.4M$28.6M+$5.7M
- Automatic Data Processing, Inc.ADP165,134 shares · 3.1% of their software · price −$646K$26.7M+$9.3M
- Check PointCHKP235,480 shares · 3.0% of their software · price −$1.4M$25.8M−$3.0M
- IntuitINTU80,476 shares · 2.5% of their software$21.4M+$1.2M
- TrimbleTRMB507,427 shares · 2.3% of their software · price −$3.2M$19.7M+$722K
- AkamaiAKAM188,744 shares · 2.0% of their software · price +$2.1M$17.2M−$1.2M
- Paychex, Inc.PAYX200,797 shares · 2.0% of their software$16.6M−$1.0M
- VeriSign, Inc.VRSN64,693 shares · 1.4% of their software · price −$1.3M$12.2M+$919K
- CadenceCDNS173,518 shares · 1.4% of their software · price −$821K$11.5M−$8.1M
- ServiceNowNOW41,254 shares · 1.2% of their software · price −$855K$10.5M+$1.9M
- BroadridgeBR83,409 shares · 1.2% of their software$10.4MFlat
- Roper Technologies, Inc.ROP25,736 shares · 1.1% of their software$9.2M+$1.6M
- AutodeskADSK52,337 shares · 0.9% of their software · price −$796K$7.7M+$774K
- CoStarCSGP11,933 shares · 0.8% of their software$7.1M+$1.9M
- VeriskVRSK44,652 shares · 0.8% of their software · price +$522K$7.1M−$1.1M
- FortinetFTNT87,299 shares · 0.8% of their software$6.7M−$2.0M
- ShopifySHOP20,604 shares · 0.8% of their software$6.4MFlat
- WorkdayWDAY36,485 shares · 0.7% of their software · price −$1.3M$6.2M+$863K
- VeevaVEEV38,308 shares · 0.7% of their software$5.8M−$1.6M
- Palo Alto NetworksPANW28,528 shares · 0.7% of their software$5.8MFlat
- SS&CSSNC98,558 shares · 0.6% of their software · price −$595K$5.1M−$2.7M
- Amdocs LimitedDOX73,998 shares · 0.6% of their software$4.9M+$4.2M
- SynopsysSNPS34,039 shares · 0.6% of their software$4.7M+$528K
- Block, Inc.XYZ62,329 shares · 0.5% of their software · price −$659K$3.9M+$581K
- NetApp, Inc.NTAP59,553 shares · 0.4% of their software · price −$547K$3.1M−$674K
- TwilioTWLO26,966 shares · 0.3% of their software · price −$712K$3.0M+$629K
- GoDaddyGDDY44,736 shares · 0.3% of their software$3.0MFlat
- PaycomPAYC11,562 shares · 0.3% of their software$2.4MFlat
- OpenTextOTEX58,471 shares · 0.3% of their software$2.4M−$3.3M
- OktaOKTA21,232 shares · 0.2% of their software · price −$532K$2.1MFlat
- PTCPTC29,365 shares · 0.2% of their software · price −$634K$2.0MFlat
- F5, Inc.FFIV13,437 shares · 0.2% of their software$1.9MFlat
- FactSetFDS7,364 shares · 0.2% of their software$1.8MFlat
- WixWIX13,827 shares · 0.2% of their software$1.6MFlat
- Uber Technologies, Inc.UBER52,278 shares · 0.2% of their software · price −$832K$1.6M+$977K
- Sabre CorporationSABR62,607 shares · 0.2% of their software$1.4MFlat
- MongoDBMDB8,869 shares · 0.1% of their software$1.1MFlat
- DocuSignDOCU17,134 shares · 0.1% of their software$1.1MFlat
- DropboxDBX36,115 shares · 0.1% of their software$728KFlat
- QualysQLYS8,932 shares · 0.1% of their software$675KFlat
- Tyler TechnologiesTYL2,429 shares · 0.1% of their software$638KFlat
- Fair IsaacFICO1,946 shares · 0.1% of their software$591KFlat
- WEX Inc.WEX2,896 shares · 0.1% of their software$585KFlat
- GuidewireGWRE5,390 shares · 0.1% of their software$568KFlat
- Euronet Worldwide, Inc.EEFT3,853 shares · 0.1% of their software$564KFlat
- BlackBerry LimitedBB106,085 shares · 0.1% of their software$556KFlat
- RingCentralRNG4,400 shares · 0.1% of their software$553KFlat
- The Trade DeskTTD2,372 shares · 0.1% of their software$445KFlat
- CommvaultCVLT8,305 shares · 0.0% of their software$371KFlat
- HubSpotHUBS2,414 shares · 0.0% of their software$366KFlat
- Manhattan AssociatesMANH3,913 shares · 0.0% of their software$316KFlat
- TenableTENB13,343 shares · 0.0% of their software$299KFlat
- SPS CommerceSPSC6,077 shares · 0.0% of their software$286KFlat
- BlackbaudBLKB2,863 shares · 0.0% of their software$259KFlat
- DescartesDSGX6,021 shares · 0.0% of their software$243KFlat
- NutanixNTNX8,819 shares · 0.0% of their software$231KFlat
- Upbound Group, Inc.UPBD8,830 shares · 0.0% of their software$228KFlat
- PaylocityPCTY2,325 shares · 0.0% of their software$227KFlat
- ACI WorldwideACIW7,157 shares · 0.0% of their software$224KFlat
- TeradataTDC7,185 shares · 0.0% of their software$223KFlat
- VaronisVRNS3,355 shares · 0.0% of their software$201KFlat
- Five9FIVN3,692 shares · 0.0% of their software$198KFlat
- Q2QTWO2,515 shares · 0.0% of their software$198KFlat
- ZscalerZS3,661 shares · 0.0% of their software$173KFlat
- LiveRamp Holdings, Inc.RAMP3,900 shares · 0.0% of their software$168KFlat
- MorningstarMORN1,123 shares · 0.0% of their software$164KFlat
- PegasystemsPEGA2,197 shares · 0.0% of their software$150KFlat
- BoxBOX8,765 shares · 0.0% of their software$145KFlat
- Radware Ltd.RDWR5,854 shares · 0.0% of their software$142KFlat
- BlackLineBL2,907 shares · 0.0% of their software$139KFlat
- ElasticESTC1,492 shares · 0.0% of their software$123KFlat
- EVERTEC, Inc.EVTC3,525 shares · 0.0% of their software$110KFlat
- 8x8EGHT5,272 shares · 0.0% of their software$109KFlat
- Rapid7RPD2,364 shares · 0.0% of their software$107KFlat
- InterDigital, Inc.IDCC2,020 shares · 0.0% of their software$106KFlat
- Alarm.com Holdings, Inc.ALRM2,221 shares · 0.0% of their software$104KFlat
- ProgressPRGS2,649 shares · 0.0% of their software$101KFlat
- NetScout Systems, Inc.NTCT4,219 shares · 0.0% of their software$97KFlat
- AppianAPPN1,958 shares · 0.0% of their software$93KFlat
- AppFolioAPPF871 shares · 0.0% of their software$83KFlat
- WorkivaWK1,874 shares · 0.0% of their software$82KFlat
- YextYEXT5,015 shares · 0.0% of their software$80KFlat
- Strategy IncMSTR512 shares · 0.0% of their software$76KFlat
- CrowdStrikeCRWD1,200 shares · 0.0% of their software$70KNew · Flat
- ePlus inc.PLUS826 shares · 0.0% of their software$63KFlat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$59KFlat
- Bandwidth Inc.BAND883 shares · 0.0% of their software$57KFlat
- OneSpan Inc.OSPN2,010 shares · 0.0% of their software$29KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$27KFlat
- A10 Networks, Inc.ATEN3,580 shares · 0.0% of their software$25KFlat
- PDF Solutions, Inc.PDFS1,929 shares · 0.0% of their software$25KFlat
- Ribbon Communications Inc.RBBN3,754 shares · 0.0% of their software$22KFlat
- DomoDOMO1,292 shares · 0.0% of their software$21K—
- Donnelley Financial Solutions, Inc.DFIN1,349 shares · 0.0% of their software$17KFlat
- Mitek Systems, Inc.MITK1,354 shares · 0.0% of their software$13KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$6KFlat
