Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q1 2020 · compared with Q4 2019
- Software
- $901M
- Weight of 13F
- 8.5%
- Names
- 112
- Net bought
- +$56.1M
Filed 6 May 2020 · SEC filing.
2,573 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
- MicrosoftMSFT3,108,071 shares · 54.4% of their software$490M+$16.6M
- AdobeADBE191,791 shares · 6.8% of their software · price −$2.2M$61.0M+$17.5M
- SalesforceCRM234,139 shares · 3.7% of their software · price −$4.4M$33.7M+$5.7M
- OracleORCL485,076 shares · 2.6% of their software · price −$2.3M$23.4M−$15.4M
- Fiserv, Inc.FISV238,011 shares · 2.5% of their software · price −$4.9M$22.6M−$1.5M
- Check PointCHKP180,439 shares · 2.0% of their software · price −$1.9M$18.1M+$2.9M
- IntuitINTU69,785 shares · 1.8% of their software · price −$2.2M$16.1M−$1.8M
- Automatic Data Processing, Inc.ADP111,457 shares · 1.7% of their software · price −$3.8M$15.2M+$1.1M
- TrimbleTRMB478,057 shares · 1.7% of their software · price −$4.7M$15.2M−$1.2M
- AkamaiAKAM133,374 shares · 1.4% of their software · price +$682K$12.2M−$3.6M
- F5, Inc.FFIV104,415 shares · 1.2% of their software · price −$3.4M$11.1M+$12.4M
- ShopifySHOP26,405 shares · 1.2% of their software · price +$511K$11.0M+$1.9M
- FortinetFTNT105,762 shares · 1.2% of their software · price −$591K$10.7M+$5.2M
- ServiceNowNOW34,691 shares · 1.1% of their software$9.9MFlat
- AutodeskADSK56,901 shares · 1.0% of their software · price −$1.6M$8.9M+$1.1M
- Gen DigitalGEN450,968 shares · 0.9% of their software · price −$3.1M$8.4M+$6.9M
- Roper Technologies, Inc.ROP25,029 shares · 0.9% of their software · price −$1.1M$7.8M+$562K
- CadenceCDNS117,496 shares · 0.9% of their software$7.8M−$1.5M
- SynopsysSNPS54,791 shares · 0.8% of their software · price −$570K$7.1M+$2.6M
- Palo Alto NetworksPANW41,442 shares · 0.8% of their software · price −$2.8M$6.8M+$2.5M
- OpenTextOTEX169,077 shares · 0.6% of their software · price −$1.5M$5.8M+$4.9M
- VeriSign, Inc.VRSN30,659 shares · 0.6% of their software$5.5MFlat
- VeriskVRSK39,181 shares · 0.6% of their software$5.5M−$507K
- Amdocs LimitedDOX99,041 shares · 0.6% of their software · price −$1.7M$5.4M+$1.7M
- Tyler TechnologiesTYL17,648 shares · 0.6% of their software$5.2M−$3.7M
- CoStarCSGP8,905 shares · 0.6% of their software$5.2MFlat
- WorkdayWDAY39,567 shares · 0.6% of their software · price −$1.4M$5.2MFlat
- VeevaVEEV32,331 shares · 0.6% of their software · price +$508K$5.1MFlat
- Paychex, Inc.PAYX76,711 shares · 0.5% of their software · price −$1.7M$4.8M−$8.0M
- Block, Inc.XYZ87,880 shares · 0.5% of their software · price −$895K$4.6M+$706K
- RingCentralRNG17,927 shares · 0.4% of their software · price +$775K$3.8MFlat
- SS&CSSNC77,506 shares · 0.4% of their software · price −$1.4M$3.4M+$1.2M
- OktaOKTA27,563 shares · 0.4% of their software$3.4M+$519K
- Uber Technologies, Inc.UBER113,207 shares · 0.4% of their software$3.2M+$1.8M
- BroadridgeBR29,811 shares · 0.3% of their software · price −$856K$2.8MFlat
- TwilioTWLO29,957 shares · 0.3% of their software$2.7MFlat
- FactSetFDS9,742 shares · 0.3% of their software$2.5MFlat
- GoDaddyGDDY43,990 shares · 0.3% of their software$2.5MFlat
- PaycomPAYC12,257 shares · 0.3% of their software · price −$769K$2.5MFlat
- NetApp, Inc.NTAP55,382 shares · 0.3% of their software · price −$1.1M$2.3MFlat
- DocuSignDOCU24,378 shares · 0.2% of their software$2.3MFlat
- PTCPTC31,927 shares · 0.2% of their software$2.0MFlat
- MongoDBMDB12,627 shares · 0.2% of their software$1.7MFlat
- WixWIX13,153 shares · 0.1% of their software$1.3MFlat
- GuidewireGWRE16,204 shares · 0.1% of their software$1.3MFlat
- QualysQLYS10,945 shares · 0.1% of their software$952KFlat
- DropboxDBX48,775 shares · 0.1% of their software$883KFlat
- ZscalerZS12,880 shares · 0.1% of their software$784KFlat
- Fair IsaacFICO2,274 shares · 0.1% of their software$700KFlat
- The Trade DeskTTD3,139 shares · 0.1% of their software$606KFlat
- BlackBerry LimitedBB133,254 shares · 0.1% of their software$540KFlat
- CommvaultCVLT13,323 shares · 0.1% of their software$539KFlat
- TenableTENB21,340 shares · 0.1% of their software$466KFlat
- Five9FIVN5,857 shares · 0.0% of their software$448KFlat
- Euronet Worldwide, Inc.EEFT5,218 shares · 0.0% of their software$447KFlat
- HubSpotHUBS3,232 shares · 0.0% of their software$430KFlat
- ePlus inc.PLUS6,316 shares · 0.0% of their software$396KFlat
- WEX Inc.WEX3,665 shares · 0.0% of their software$383KFlat
- VaronisVRNS5,319 shares · 0.0% of their software$339KFlat
- CloudflareNET13,267 shares · 0.0% of their software$312KFlat
- Sabre CorporationSABR51,353 shares · 0.0% of their software · price −$848K$305KFlat
- Manhattan AssociatesMANH5,497 shares · 0.0% of their software$274KFlat
- ACI WorldwideACIW10,410 shares · 0.0% of their software$251KFlat
- SPS CommerceSPSC5,050 shares · 0.0% of their software$235KFlat
- PaylocityPCTY2,652 shares · 0.0% of their software$234KFlat
- DescartesDSGX6,845 shares · 0.0% of their software$233KFlat
- BlackbaudBLKB4,066 shares · 0.0% of their software$226KFlat
- NutanixNTNX13,782 shares · 0.0% of their software$218KFlat
- PegasystemsPEGA2,998 shares · 0.0% of their software$214KFlat
- Q2QTWO3,598 shares · 0.0% of their software$212KFlat
- TeradataTDC10,333 shares · 0.0% of their software$212KFlat
- LiveRamp Holdings, Inc.RAMP5,693 shares · 0.0% of their software$187KFlat
- BoxBOX13,104 shares · 0.0% of their software$184KFlat
- BlackLineBL2,907 shares · 0.0% of their software$153KFlat
- MorningstarMORN1,230 shares · 0.0% of their software$143KFlat
- Radware Ltd.RDWR6,788 shares · 0.0% of their software$143KFlat
- Rapid7RPD3,222 shares · 0.0% of their software$140KFlat
- NetScout Systems, Inc.NTCT5,822 shares · 0.0% of their software$138KFlat
- ProgressPRGS4,144 shares · 0.0% of their software$133KFlat
- Alarm.com Holdings, Inc.ALRM3,294 shares · 0.0% of their software$128KFlat
- ElasticESTC2,287 shares · 0.0% of their software$128KFlat
- CrowdStrikeCRWD2,286 shares · 0.0% of their software$127KFlat
- InterDigital, Inc.IDCC2,838 shares · 0.0% of their software$127KFlat
- Upbound Group, Inc.UPBD8,830 shares · 0.0% of their software$125KFlat
- EVERTEC, Inc.EVTC4,897 shares · 0.0% of their software$111KFlat
- Bandwidth Inc.BAND1,594 shares · 0.0% of their software$107KFlat
- 8x8EGHT7,733 shares · 0.0% of their software$107K—
- AppFolioAPPF871 shares · 0.0% of their software$97KFlat
- Repay Holdings CorporationRPAY5,745 shares · 0.0% of their software$82KFlat
- WorkivaWK2,471 shares · 0.0% of their software$80KFlat
- AppianAPPN1,958 shares · 0.0% of their software$79KFlat
- Simulations PlusSLP2,221 shares · 0.0% of their software$78KFlat
- FastlyFSLY4,023 shares · 0.0% of their software$76KFlat
- Strategy IncMSTR512 shares · 0.0% of their software$60KFlat
- PhreesiaPHR2,838 shares · 0.0% of their software$60KNew · Flat
- PagerDutyPD3,253 shares · 0.0% of their software$56KFlat
- Mitek Systems, Inc.MITK6,872 shares · 0.0% of their software$54KFlat
- YextYEXT5,015 shares · 0.0% of their software$51KFlat
- Digital TurbineAPPS9,435 shares · 0.0% of their software$41KFlat
- Paysign, Inc.PAYS7,764 shares · 0.0% of their software$40KNew · Flat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$39KFlat
- Health CatalystHCAT1,415 shares · 0.0% of their software$37KNew · Flat
- OneSpan Inc.OSPN2,010 shares · 0.0% of their software$36KFlat
- Cerence Inc.CRNC2,226 shares · 0.0% of their software$34KFlat
- DatadogDDOG897 shares · 0.0% of their software$32KNew · Flat
- Tucows Inc.TCX499 shares · 0.0% of their software$24KFlat
- PDF Solutions, Inc.PDFS1,929 shares · 0.0% of their software$23KFlat
- A10 Networks, Inc.ATEN3,580 shares · 0.0% of their software$22KFlat
- DomoDOMO1,292 shares · 0.0% of their software$13KFlat
- Ribbon Communications Inc.RBBN3,754 shares · 0.0% of their software$11KFlat
- Donnelley Financial Solutions, Inc.DFIN1,349 shares · 0.0% of their software$7KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$4KFlat