Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q3 2020 · compared with Q2 2020
- Software
- $1.4B
- Weight of 13F
- 9.8%
- Names
- 120
- Net bought
- +$197M
Filed 6 November 2020 · SEC filing.
2,509 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
- MicrosoftMSFT3,034,034 shares · 46.2% of their software · price +$20.7M$638M+$82.1M
- AdobeADBE194,118 shares · 6.9% of their software · price +$10.7M$95.2M+$8.8M
- SalesforceCRM258,464 shares · 4.7% of their software · price +$16.5M$65.0M+$7.4M
- OracleORCL795,605 shares · 3.4% of their software · price +$3.5M$47.5M+$5.3M
- AkamaiAKAM404,205 shares · 3.2% of their software · price +$1.4M$44.7M+$28.1M
- IntuitINTU108,807 shares · 2.6% of their software · price +$3.3M$35.5M+$10.7M
- ServiceNowNOW64,507 shares · 2.3% of their software · price +$5.2M$31.3M+$4.1M
- ShopifySHOP28,844 shares · 2.1% of their software · price +$2.1M$29.5M+$5.4M
- Check PointCHKP219,468 shares · 1.9% of their software · price +$2.8M$26.4M+$5.5M
- AutodeskADSK85,339 shares · 1.4% of their software · price −$698K$19.7M+$5.3M
- CadenceCDNS166,328 shares · 1.3% of their software · price +$1.8M$17.7M+$961K
- SynopsysSNPS74,839 shares · 1.2% of their software · price +$1.4M$16.0M−$2.1M
- Automatic Data Processing, Inc.ADP108,511 shares · 1.1% of their software · price −$1.0M$15.1M+$2.1M
- Palo Alto NetworksPANW58,573 shares · 1.0% of their software · price +$883K$14.3M+$4.3M
- VeevaVEEV49,785 shares · 1.0% of their software · price +$2.3M$14.0M+$3.4M
- TrimbleTRMB273,738 shares · 1.0% of their software · price +$1.5M$13.3MFlat
- ZoomZM28,338 shares · 1.0% of their software · price +$6.1M$13.3M+$3.2M
- Block, Inc.XYZ81,543 shares · 1.0% of their software · price +$4.7M$13.3M+$2.2M
- FortinetFTNT91,676 shares · 0.8% of their software · price −$1.8M$10.8M−$1.3M
- Fiserv, Inc.FISV103,505 shares · 0.8% of their software · price +$562K$10.7MFlat
- VeriskVRSK56,494 shares · 0.8% of their software · price +$854K$10.5MFlat
- Roper Technologies, Inc.ROP24,743 shares · 0.7% of their software$9.8MFlat
- OktaOKTA44,665 shares · 0.7% of their software · price +$608K$9.6M+$1.8M
- CrowdStrikeCRWD66,356 shares · 0.7% of their software · price +$2.5M$9.1M+$3.1M
- WorkdayWDAY41,682 shares · 0.6% of their software · price +$1.2M$9.0M+$1.6M
- TwilioTWLO31,537 shares · 0.6% of their software · price +$873K$7.8M+$1.9M
- F5, Inc.FFIV57,664 shares · 0.5% of their software · price −$964K$7.1MFlat
- VeriSign, Inc.VRSN33,024 shares · 0.5% of their software$6.8MFlat
- GoDaddyGDDY87,364 shares · 0.5% of their software$6.6M+$1.8M
- Uber Technologies, Inc.UBER180,410 shares · 0.5% of their software · price +$974K$6.6M+$657K
- DocuSignDOCU29,712 shares · 0.5% of their software · price +$1.3M$6.4M+$926K
- Paychex, Inc.PAYX77,037 shares · 0.4% of their software$6.1M+$858K
- CoStarCSGP7,130 shares · 0.4% of their software · price +$983K$6.1M+$1.2M
- OpenTextOTEX140,498 shares · 0.4% of their software$5.9M−$5.1M
- SS&CSSNC95,965 shares · 0.4% of their software$5.8M+$1.8M
- RingCentralRNG20,944 shares · 0.4% of their software$5.8M+$1.1M
- The Trade DeskTTD10,903 shares · 0.4% of their software · price +$1.2M$5.7M+$867K
- Amdocs LimitedDOX93,330 shares · 0.4% of their software$5.4MFlat
- Gen DigitalGEN224,846 shares · 0.3% of their software$4.7MFlat
- ZscalerZS32,582 shares · 0.3% of their software · price +$1.0M$4.6M+$774K
- PaycomPAYC14,314 shares · 0.3% of their software$4.5M+$908K
- DatadogDDOG41,299 shares · 0.3% of their software · price +$628K$4.2M+$1.7M
- BroadridgeBR28,763 shares · 0.3% of their software$3.8MFlat
- FactSetFDS10,514 shares · 0.3% of their software$3.5MFlat
- WixWIX13,646 shares · 0.3% of their software$3.5MFlat
- QualysQLYS34,029 shares · 0.2% of their software$3.3M+$848K
- NetApp, Inc.NTAP70,225 shares · 0.2% of their software$3.1MFlat
- CloudflareNET72,182 shares · 0.2% of their software$3.0M−$1.8M
- PTCPTC35,801 shares · 0.2% of their software$3.0M+$716K
- TenableTENB65,144 shares · 0.2% of their software · price +$517K$2.5MFlat
- Tyler TechnologiesTYL7,038 shares · 0.2% of their software$2.5M−$1.0M
- Fair IsaacFICO5,459 shares · 0.2% of their software$2.3MFlat
- LiveRamp Holdings, Inc.RAMP40,447 shares · 0.2% of their software$2.1M+$1.4M
- MongoDBMDB9,042 shares · 0.2% of their software$2.1M+$592K
- DynatraceDT48,083 shares · 0.1% of their software$2.0M+$588K
- GuidewireGWRE16,204 shares · 0.1% of their software$1.7MFlat
- CommvaultCVLT38,306 shares · 0.1% of their software$1.6MFlat
- HubSpotHUBS5,312 shares · 0.1% of their software$1.6MFlat
- VaronisVRNS11,270 shares · 0.1% of their software$1.3MFlat
- Rapid7RPD19,181 shares · 0.1% of their software$1.2M+$693K
- PaylocityPCTY6,388 shares · 0.1% of their software$1.0MFlat
- Five9FIVN6,816 shares · 0.1% of their software$884KFlat
- FastlyFSLY8,703 shares · 0.1% of their software$815KFlat
- Manhattan AssociatesMANH7,325 shares · 0.1% of their software$699KFlat
- WEX Inc.WEX4,795 shares · 0.0% of their software$666KFlat
- SPS CommerceSPSC8,500 shares · 0.0% of their software$662KFlat
- DropboxDBX33,516 shares · 0.0% of their software$646KFlat
- ElasticESTC5,921 shares · 0.0% of their software$639KFlat
- Euronet Worldwide, Inc.EEFT6,220 shares · 0.0% of their software$567KFlat
- BILLBILL5,607 shares · 0.0% of their software$562KFlat
- DescartesDSGX9,727 shares · 0.0% of their software$552KFlat
- PegasystemsPEGA4,462 shares · 0.0% of their software$540KFlat
- BlackLineBL5,344 shares · 0.0% of their software$479KFlat
- Q2QTWO5,093 shares · 0.0% of their software$465KFlat
- NutanixNTNX19,648 shares · 0.0% of their software$436KFlat
- BlackBerry LimitedBB87,078 shares · 0.0% of their software$398KFlat
- MorningstarMORN2,463 shares · 0.0% of their software$396KFlat
- Bandwidth Inc.BAND2,215 shares · 0.0% of their software$387KFlat
- ACI WorldwideACIW13,815 shares · 0.0% of their software$361KFlat
- BlackbaudBLKB6,147 shares · 0.0% of their software$343KFlat
- Digital TurbineAPPS9,435 shares · 0.0% of their software$309KFlat
- BoxBOX17,776 shares · 0.0% of their software$309KFlat
- Sabre CorporationSABR41,380 shares · 0.0% of their software$269KFlat
- TeradataTDC11,863 shares · 0.0% of their software$269KFlat
- Alarm.com Holdings, Inc.ALRM4,762 shares · 0.0% of their software$263KFlat
- AppFolioAPPF1,767 shares · 0.0% of their software$251KFlat
- Cerence Inc.CRNC4,944 shares · 0.0% of their software$242KFlat
- EVERTEC, Inc.EVTC6,871 shares · 0.0% of their software$238KFlat
- Radware Ltd.RDWR9,032 shares · 0.0% of their software$219KFlat
- AppianAPPN3,352 shares · 0.0% of their software$217KFlat
- InterDigital, Inc.IDCC3,771 shares · 0.0% of their software$215KFlat
- WorkivaWK3,822 shares · 0.0% of their software$213KFlat
- Upbound Group, Inc.UPBD6,941 shares · 0.0% of their software$207KFlat
- Strategy IncMSTR1,226 shares · 0.0% of their software$185KFlat
- ProgressPRGS4,981 shares · 0.0% of their software$183KFlat
- NetScout Systems, Inc.NTCT8,184 shares · 0.0% of their software$179KFlat
- YextYEXT10,525 shares · 0.0% of their software$160KFlat
- Simulations PlusSLP1,956 shares · 0.0% of their software$147KFlat
- 8x8EGHT8,797 shares · 0.0% of their software$137KFlat
- Repay Holdings CorporationRPAY5,674 shares · 0.0% of their software$133KFlat
- Calix, Inc.CALX7,291 shares · 0.0% of their software$130KFlat
- Mitek Systems, Inc.MITK9,089 shares · 0.0% of their software$116KFlat
- PagSeguro Digital Ltd.PAGS2,700 shares · 0.0% of their software$102KNew · Flat
- Health CatalystHCAT2,555 shares · 0.0% of their software$94KFlat
- PhreesiaPHR2,838 shares · 0.0% of their software$91KFlat
- MagniteMGNI12,414 shares · 0.0% of their software$86KNew · Flat
- PagerDutyPD3,047 shares · 0.0% of their software$83KFlat
- DomoDOMO2,093 shares · 0.0% of their software$80K—
- Sprout SocialSPT2,043 shares · 0.0% of their software$79KNew · Flat
- SchrödingerSDGR1,511 shares · 0.0% of their software$72KFlat
- PDF Solutions, Inc.PDFS3,727 shares · 0.0% of their software$70KFlat
- OneSpan Inc.OSPN3,065 shares · 0.0% of their software$64KFlat
- ePlus inc.PLUS826 shares · 0.0% of their software$60KFlat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$56KFlat
- SnowflakeSNOW183 shares · 0.0% of their software$46KNew · Flat
- Paysign, Inc.PAYS7,764 shares · 0.0% of their software$44KFlat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$43KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$34KFlat
- Ribbon Communications Inc.RBBN3,754 shares · 0.0% of their software$15KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$4KFlat