Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q4 2019 · compared with Q3 2019
- Software
- $900M
- Weight of 13F
- 7.0%
- Names
- 108
- Net bought
- −$31.4M
Filed 21 January 2020 · SEC filing.
2,572 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
- MicrosoftMSFT3,002,764 shares · 52.6% of their software · price +$56.1M$474M+$11.2M
- AdobeADBE138,615 shares · 5.1% of their software · price +$7.4M$45.7MFlat
- OracleORCL775,759 shares · 4.6% of their software · price −$1.6M$41.1M−$8.8M
- SalesforceCRM199,337 shares · 3.6% of their software · price +$2.8M$32.4M−$786K
- Fiserv, Inc.FISV251,354 shares · 3.2% of their software · price +$3.0M$29.1M−$2.5M
- TrimbleTRMB506,069 shares · 2.3% of their software · price +$1.5M$21.1MFlat
- IntuitINTU76,669 shares · 2.2% of their software$20.1M−$1.0M
- Automatic Data Processing, Inc.ADP104,941 shares · 2.0% of their software · price +$953K$17.9M−$9.7M
- Check PointCHKP154,090 shares · 1.9% of their software$17.1M−$8.9M
- AkamaiAKAM175,360 shares · 1.7% of their software · price −$877K$15.1M−$1.2M
- Paychex, Inc.PAYX170,976 shares · 1.6% of their software$14.5M−$2.5M
- ServiceNowNOW35,096 shares · 1.1% of their software · price +$999K$9.9M−$1.6M
- CadenceCDNS138,815 shares · 1.1% of their software$9.6M−$2.3M
- AutodeskADSK50,925 shares · 1.0% of their software · price +$1.8M$9.3MFlat
- Tyler TechnologiesTYL30,017 shares · 1.0% of their software · price +$1.1M$9.0M+$7.2M
- ShopifySHOP21,686 shares · 1.0% of their software · price +$1.9M$8.6MFlat
- Roper Technologies, Inc.ROP23,442 shares · 0.9% of their software$8.3M−$818K
- Palo Alto NetworksPANW30,503 shares · 0.8% of their software · price +$836K$7.1MFlat
- VeriskVRSK42,579 shares · 0.7% of their software$6.4MFlat
- WorkdayWDAY37,394 shares · 0.7% of their software$6.1MFlat
- FortinetFTNT57,175 shares · 0.7% of their software · price +$1.7M$6.1M−$2.3M
- VeriSign, Inc.VRSN29,360 shares · 0.6% of their software$5.7M−$6.7M
- Amdocs LimitedDOX76,075 shares · 0.6% of their software$5.5MFlat
- CoStarCSGP8,665 shares · 0.6% of their software$5.2M−$1.9M
- SynopsysSNPS36,390 shares · 0.6% of their software$5.1MFlat
- Block, Inc.XYZ76,597 shares · 0.5% of their software$4.8M+$884K
- VeevaVEEV33,627 shares · 0.5% of their software$4.7M−$715K
- Gen DigitalGEN181,108 shares · 0.5% of their software$4.6MNew · +$4.3M
- BroadridgeBR31,957 shares · 0.4% of their software$3.9M−$6.4M
- SS&CSSNC58,122 shares · 0.4% of their software · price +$571K$3.6M−$2.1M
- NetApp, Inc.NTAP56,346 shares · 0.4% of their software · price +$549K$3.5MFlat
- PaycomPAYC11,062 shares · 0.3% of their software · price +$611K$2.9MFlat
- RingCentralRNG16,005 shares · 0.3% of their software · price +$688K$2.7M+$1.5M
- OktaOKTA23,068 shares · 0.3% of their software$2.7MFlat
- TwilioTWLO26,966 shares · 0.3% of their software$2.7MFlat
- OpenTextOTEX58,251 shares · 0.3% of their software$2.6MFlat
- GoDaddyGDDY37,659 shares · 0.3% of their software$2.6MFlat
- FactSetFDS8,570 shares · 0.3% of their software$2.3MFlat
- F5, Inc.FFIV15,979 shares · 0.2% of their software$2.2MFlat
- PTCPTC29,365 shares · 0.2% of their software$2.2MFlat
- DocuSignDOCU22,357 shares · 0.2% of their software$1.7MFlat
- GuidewireGWRE14,719 shares · 0.2% of their software$1.6M+$983K
- Uber Technologies, Inc.UBER53,505 shares · 0.2% of their software$1.6MFlat
- WixWIX12,419 shares · 0.2% of their software$1.5MFlat
- QualysQLYS14,584 shares · 0.1% of their software$1.2MFlat
- MongoDBMDB8,869 shares · 0.1% of their software$1.2MFlat
- Sabre CorporationSABR51,353 shares · 0.1% of their software$1.2MFlat
- Fair IsaacFICO2,002 shares · 0.1% of their software$750KFlat
- Euronet Worldwide, Inc.EEFT4,597 shares · 0.1% of their software$724KFlat
- BlackBerry LimitedBB106,085 shares · 0.1% of their software$683KFlat
- DropboxDBX36,115 shares · 0.1% of their software$647KFlat
- The Trade DeskTTD2,372 shares · 0.1% of their software$616KFlat
- WEX Inc.WEX2,896 shares · 0.1% of their software$607KFlat
- CommvaultCVLT10,961 shares · 0.1% of their software$489KFlat
- HubSpotHUBS2,835 shares · 0.0% of their software$449KFlat
- TenableTENB18,637 shares · 0.0% of their software$447KFlat
- NutanixNTNX11,507 shares · 0.0% of their software$360KFlat
- Manhattan AssociatesMANH4,473 shares · 0.0% of their software$357KFlat
- VaronisVRNS4,521 shares · 0.0% of their software$351KFlat
- ZscalerZS7,329 shares · 0.0% of their software$341KFlat
- SPS CommerceSPSC5,977 shares · 0.0% of their software$331KFlat
- ACI WorldwideACIW8,117 shares · 0.0% of their software$308KFlat
- ePlus inc.PLUS3,526 shares · 0.0% of their software$297KFlat
- DescartesDSGX6,845 shares · 0.0% of their software$293KFlat
- Five9FIVN4,371 shares · 0.0% of their software$287KFlat
- PaylocityPCTY2,325 shares · 0.0% of their software$281KFlat
- Upbound Group, Inc.UPBD8,830 shares · 0.0% of their software$255KFlat
- Q2QTWO3,055 shares · 0.0% of their software$248KFlat
- BlackbaudBLKB3,106 shares · 0.0% of their software$247KFlat
- TeradataTDC8,991 shares · 0.0% of their software$241KFlat
- PegasystemsPEGA2,998 shares · 0.0% of their software$239KFlat
- LiveRamp Holdings, Inc.RAMP4,325 shares · 0.0% of their software$208KFlat
- CloudflareNET12,100 shares · 0.0% of their software$206KNew · Flat
- MorningstarMORN1,230 shares · 0.0% of their software$186KFlat
- Rapid7RPD3,222 shares · 0.0% of their software$180KFlat
- Radware Ltd.RDWR5,854 shares · 0.0% of their software$151KFlat
- BlackLineBL2,907 shares · 0.0% of their software$150KFlat
- BoxBOX8,765 shares · 0.0% of their software$147KFlat
- EVERTEC, Inc.EVTC3,525 shares · 0.0% of their software$120KFlat
- InterDigital, Inc.IDCC2,020 shares · 0.0% of their software$110KFlat
- ProgressPRGS2,649 shares · 0.0% of their software$110KFlat
- CrowdStrikeCRWD2,116 shares · 0.0% of their software$106KFlat
- NetScout Systems, Inc.NTCT4,219 shares · 0.0% of their software$102KFlat
- AppFolioAPPF871 shares · 0.0% of their software$96KFlat
- 8x8EGHT5,272 shares · 0.0% of their software$96KFlat
- ElasticESTC1,492 shares · 0.0% of their software$96KFlat
- Alarm.com Holdings, Inc.ALRM2,221 shares · 0.0% of their software$95KFlat
- Repay Holdings CorporationRPAY5,745 shares · 0.0% of their software$84KNew · Flat
- WorkivaWK1,874 shares · 0.0% of their software$79KFlat
- AppianAPPN1,958 shares · 0.0% of their software$75KFlat
- Strategy IncMSTR512 shares · 0.0% of their software$73KFlat
- YextYEXT5,015 shares · 0.0% of their software$72KFlat
- Digital TurbineAPPS9,435 shares · 0.0% of their software$67KNew · Flat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$59KFlat
- Bandwidth Inc.BAND883 shares · 0.0% of their software$57KFlat
- Mitek Systems, Inc.MITK6,872 shares · 0.0% of their software$53KFlat
- Cerence Inc.CRNC2,226 shares · 0.0% of their software$50KNew · Flat
- PagerDutyPD2,047 shares · 0.0% of their software$48KNew · Flat
- FastlyFSLY1,769 shares · 0.0% of their software$36KNew · Flat
- OneSpan Inc.OSPN2,010 shares · 0.0% of their software$34KFlat
- PDF Solutions, Inc.PDFS1,929 shares · 0.0% of their software$33KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$31KFlat
- DomoDOMO1,292 shares · 0.0% of their software$28KFlat
- Simulations PlusSLP980 shares · 0.0% of their software$28KNew · Flat
- A10 Networks, Inc.ATEN3,580 shares · 0.0% of their software$25KFlat
- Donnelley Financial Solutions, Inc.DFIN1,349 shares · 0.0% of their software$14KFlat
- Ribbon Communications Inc.RBBN3,754 shares · 0.0% of their software$12KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$7KFlat