Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2020 · compared with Q1 2020
- Software
- $1.1B
- Weight of 13F
- 9.4%
- Names
- 116
- Net bought
- −$76.0M
Filed 28 July 2020 · SEC filing.
2,493 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
- MicrosoftMSFT2,630,772 shares · 49.3% of their software · price +$120M$535M−$75.3M
- AdobeADBE173,796 shares · 7.0% of their software · price +$20.3M$75.7M−$5.7M
- SalesforceCRM218,979 shares · 3.8% of their software · price +$9.5M$41.0M−$2.2M
- OracleORCL699,355 shares · 3.6% of their software · price +$4.9M$38.7M+$10.4M
- ServiceNowNOW54,380 shares · 2.0% of their software · price +$6.4M$22.0M+$5.6M
- ShopifySHOP23,181 shares · 2.0% of their software · price +$12.3M$22.0M−$1.3M
- IntuitINTU72,803 shares · 2.0% of their software · price +$4.8M$21.6M+$694K
- Check PointCHKP168,141 shares · 1.7% of their software · price +$1.2M$18.1M−$1.2M
- SynopsysSNPS85,559 shares · 1.5% of their software · price +$5.7M$16.7M+$4.0M
- AkamaiAKAM141,459 shares · 1.4% of their software · price +$2.2M$15.1M+$740K
- AutodeskADSK63,076 shares · 1.4% of their software · price +$5.2M$15.1M+$964K
- CadenceCDNS156,316 shares · 1.4% of their software · price +$4.7M$15.0M+$2.6M
- Automatic Data Processing, Inc.ADP94,352 shares · 1.3% of their software · price +$1.2M$14.0M−$2.3M
- FortinetFTNT101,362 shares · 1.3% of their software · price +$3.7M$13.9MFlat
- TrimbleTRMB265,598 shares · 1.1% of their software · price +$3.0M$11.5M−$6.8M
- OpenTextOTEX260,757 shares · 1.0% of their software · price +$2.0M$11.1M+$3.2M
- Fiserv, Inc.FISV102,236 shares · 0.9% of their software$10.0M−$12.9M
- Roper Technologies, Inc.ROP23,796 shares · 0.9% of their software · price +$1.8M$9.2MFlat
- VeriskVRSK53,852 shares · 0.8% of their software · price +$1.7M$9.2M+$2.0M
- Palo Alto NetworksPANW39,907 shares · 0.8% of their software · price +$2.6M$9.2MFlat
- F5, Inc.FFIV59,533 shares · 0.8% of their software · price +$2.0M$8.3M−$4.8M
- VeevaVEEV35,158 shares · 0.8% of their software · price +$2.7M$8.2MFlat
- OktaOKTA35,567 shares · 0.7% of their software · price +$2.8M$7.1M+$979K
- VeriSign, Inc.VRSN32,807 shares · 0.6% of their software · price +$877K$6.8MFlat
- Block, Inc.XYZ60,900 shares · 0.6% of their software · price +$3.2M$6.4M−$1.4M
- WorkdayWDAY33,394 shares · 0.6% of their software · price +$1.9M$6.3M−$804K
- Amdocs LimitedDOX91,371 shares · 0.5% of their software · price +$540K$5.6MFlat
- TwilioTWLO22,959 shares · 0.5% of their software · price +$3.0M$5.0M−$626K
- Paychex, Inc.PAYX65,712 shares · 0.5% of their software · price +$843K$5.0M−$692K
- Uber Technologies, Inc.UBER159,263 shares · 0.5% of their software · price +$503K$5.0M+$1.3M
- RingCentralRNG16,937 shares · 0.4% of their software · price +$1.2M$4.8MFlat
- GoDaddyGDDY63,347 shares · 0.4% of their software · price +$1.0M$4.6M+$1.1M
- Gen DigitalGEN230,221 shares · 0.4% of their software$4.6M−$4.1M
- CloudflareNET121,998 shares · 0.4% of their software · price +$1.5M$4.4M+$2.6M
- DocuSignDOCU24,335 shares · 0.4% of their software · price +$1.9M$4.2MFlat
- ZoomZM15,531 shares · 0.4% of their software · price +$1.7M$3.9MNew · +$2.3M
- CoStarCSGP5,450 shares · 0.4% of their software · price +$673K$3.9M−$2.0M
- BroadridgeBR30,179 shares · 0.4% of their software · price +$946K$3.8MFlat
- SS&CSSNC64,080 shares · 0.3% of their software · price +$811K$3.6M−$588K
- The Trade DeskTTD8,771 shares · 0.3% of their software · price +$1.9M$3.6M+$1.1M
- PaycomPAYC11,384 shares · 0.3% of their software · price +$1.2M$3.5MFlat
- CrowdStrikeCRWD35,128 shares · 0.3% of their software · price +$1.6M$3.5M+$1.8M
- Tyler TechnologiesTYL9,943 shares · 0.3% of their software · price +$500K$3.4M−$2.3M
- NetApp, Inc.NTAP76,507 shares · 0.3% of their software$3.4M+$881K
- WixWIX13,058 shares · 0.3% of their software · price +$2.0M$3.3MFlat
- FactSetFDS9,469 shares · 0.3% of their software · price +$642K$3.1MFlat
- ZscalerZS25,518 shares · 0.3% of their software · price +$1.2M$2.8M+$769K
- QualysQLYS25,879 shares · 0.2% of their software$2.7M+$1.3M
- PTCPTC26,601 shares · 0.2% of their software$2.1MFlat
- DatadogDDOG22,120 shares · 0.2% of their software · price +$1.1M$1.9M+$764K
- TenableTENB63,151 shares · 0.2% of their software · price +$502K$1.9M+$914K
- Fair IsaacFICO4,287 shares · 0.2% of their software$1.8M+$619K
- MongoDBMDB6,425 shares · 0.1% of their software · price +$577K$1.5MSplit
- CommvaultCVLT35,822 shares · 0.1% of their software$1.4M+$911K
- DynatraceDT33,606 shares · 0.1% of their software · price +$563K$1.4MNew · +$801K
- GuidewireGWRE12,205 shares · 0.1% of their software$1.4MFlat
- HubSpotHUBS4,446 shares · 0.1% of their software$997KFlat
- VaronisVRNS11,024 shares · 0.1% of their software$975KFlat
- Five9FIVN7,480 shares · 0.1% of their software$828KFlat
- WEX Inc.WEX4,795 shares · 0.1% of their software$791KFlat
- Manhattan AssociatesMANH7,325 shares · 0.1% of their software$690KFlat
- Euronet Worldwide, Inc.EEFT6,372 shares · 0.1% of their software$611KFlat
- FastlyFSLY6,952 shares · 0.1% of their software$592KFlat
- DropboxDBX25,968 shares · 0.1% of their software$565KFlat
- PaylocityPCTY3,813 shares · 0.1% of their software$556KFlat
- DescartesDSGX9,727 shares · 0.0% of their software$516KFlat
- ElasticESTC5,460 shares · 0.0% of their software$503KFlat
- ePlus inc.PLUS6,847 shares · 0.0% of their software$484KFlat
- SPS CommerceSPSC6,180 shares · 0.0% of their software$464KFlat
- PegasystemsPEGA4,462 shares · 0.0% of their software$451KFlat
- Q2QTWO5,093 shares · 0.0% of their software$437KFlat
- NutanixNTNX18,229 shares · 0.0% of their software$432KFlat
- BlackLineBL4,898 shares · 0.0% of their software$406KFlat
- ACI WorldwideACIW13,815 shares · 0.0% of their software$373KFlat
- BoxBOX17,776 shares · 0.0% of their software$369KFlat
- MorningstarMORN2,463 shares · 0.0% of their software$347KFlat
- ProgressPRGS8,874 shares · 0.0% of their software$344KFlat
- BlackBerry LimitedBB68,514 shares · 0.0% of their software$336KFlat
- BlackbaudBLKB5,650 shares · 0.0% of their software$323KFlat
- LiveRamp Holdings, Inc.RAMP7,579 shares · 0.0% of their software$322KFlat
- Alarm.com Holdings, Inc.ALRM4,762 shares · 0.0% of their software$309KFlat
- AppFolioAPPF1,767 shares · 0.0% of their software$288KFlat
- Rapid7RPD5,589 shares · 0.0% of their software$285KFlat
- Bandwidth Inc.BAND2,215 shares · 0.0% of their software$281KFlat
- TeradataTDC11,863 shares · 0.0% of their software$247KFlat
- Sabre CorporationSABR28,983 shares · 0.0% of their software$234KFlat
- InterDigital, Inc.IDCC3,771 shares · 0.0% of their software$214KFlat
- Radware Ltd.RDWR9,032 shares · 0.0% of their software$213KFlat
- NetScout Systems, Inc.NTCT8,184 shares · 0.0% of their software$209KFlat
- WorkivaWK3,822 shares · 0.0% of their software$204KFlat
- Cerence Inc.CRNC4,944 shares · 0.0% of their software$202KFlat
- EVERTEC, Inc.EVTC6,871 shares · 0.0% of their software$193KFlat
- YextYEXT10,525 shares · 0.0% of their software$175KFlat
- AppianAPPN3,352 shares · 0.0% of their software$172KFlat
- Strategy IncMSTR1,226 shares · 0.0% of their software$145KFlat
- 8x8EGHT8,797 shares · 0.0% of their software$141K—
- Repay Holdings CorporationRPAY5,674 shares · 0.0% of their software$140KFlat
- SchrödingerSDGR1,511 shares · 0.0% of their software$138KNew · Flat
- Upbound Group, Inc.UPBD4,610 shares · 0.0% of their software$128KSplit
- Digital TurbineAPPS9,435 shares · 0.0% of their software$119KFlat
- Simulations PlusSLP1,956 shares · 0.0% of their software$117KFlat
- Calix, Inc.CALX7,291 shares · 0.0% of their software$109KNew · Flat
- Mitek Systems, Inc.MITK9,089 shares · 0.0% of their software$87KFlat
- PagerDutyPD3,047 shares · 0.0% of their software$87KFlat
- PhreesiaPHR2,838 shares · 0.0% of their software$80KFlat
- Health CatalystHCAT2,555 shares · 0.0% of their software$75KFlat
- Paysign, Inc.PAYS7,764 shares · 0.0% of their software$75KFlat
- PDF Solutions, Inc.PDFS3,727 shares · 0.0% of their software$73KFlat
- OneSpan Inc.OSPN2,010 shares · 0.0% of their software$56KFlat
- BILLBILL611 shares · 0.0% of their software$55KNew · Flat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$46KFlat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$42KFlat
- DomoDOMO1,292 shares · 0.0% of their software$42KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$29KFlat
- Ribbon Communications Inc.RBBN3,754 shares · 0.0% of their software$15KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$5KFlat