Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q4 2020 · compared with Q3 2020
- Software
- $1.5B
- Weight of 13F
- 9.3%
- Names
- 128
- Net bought
- −$9.2M
Filed 28 January 2021 · SEC filing.
2,542 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
- MicrosoftMSFT3,021,015 shares · 44.5% of their software · price +$36.5M$672MFlat
- AdobeADBE193,745 shares · 6.4% of their software · price +$1.9M$96.9MFlat
- SalesforceCRM283,279 shares · 4.2% of their software · price −$8.2M$63.0M+$6.2M
- OracleORCL756,441 shares · 3.2% of their software · price +$3.8M$48.9M−$2.3M
- IntuitINTU109,559 shares · 2.8% of their software · price +$5.9M$41.6MFlat
- ShopifySHOP30,473 shares · 2.3% of their software · price +$3.3M$34.5M+$1.7M
- AkamaiAKAM325,077 shares · 2.3% of their software · price −$1.8M$34.1M−$8.7M
- ServiceNowNOW51,749 shares · 1.9% of their software · price +$3.4M$28.5M−$6.2M
- AutodeskADSK92,281 shares · 1.9% of their software · price +$6.9M$28.2M+$1.6M
- Block, Inc.XYZ126,784 shares · 1.8% of their software · price +$7.0M$27.6M+$7.4M
- CadenceCDNS173,395 shares · 1.6% of their software · price +$5.2M$23.7M+$754K
- Palo Alto NetworksPANW56,127 shares · 1.3% of their software · price +$6.2M$19.9M−$599K
- TrimbleTRMB288,381 shares · 1.3% of their software · price +$5.2M$19.3M+$713K
- Automatic Data Processing, Inc.ADP107,441 shares · 1.3% of their software · price +$3.9M$18.9MFlat
- WorkdayWDAY61,478 shares · 1.0% of their software · price +$1.5M$14.7M+$4.3M
- CrowdStrikeCRWD66,471 shares · 0.9% of their software · price +$5.0M$14.1MFlat
- Check PointCHKP104,300 shares · 0.9% of their software · price +$1.3M$13.9M−$13.9M
- TwilioTWLO40,761 shares · 0.9% of their software · price +$3.7M$13.8M+$2.3M
- ZoomZM37,499 shares · 0.8% of their software · price −$5.0M$12.6M+$4.3M
- OktaOKTA49,472 shares · 0.8% of their software · price +$2.0M$12.6M+$1.0M
- VeriskVRSK59,848 shares · 0.8% of their software · price +$1.3M$12.4M+$622K
- SynopsysSNPS45,300 shares · 0.8% of their software · price +$2.1M$11.7M−$6.3M
- DocuSignDOCU52,076 shares · 0.8% of their software$11.6M+$4.8M
- Roper Technologies, Inc.ROP25,966 shares · 0.7% of their software · price +$934K$11.2MFlat
- Fiserv, Inc.FISV97,678 shares · 0.7% of their software · price +$1.1M$11.1M−$600K
- CloudflareNET137,558 shares · 0.7% of their software · price +$4.8M$10.5M+$2.7M
- VeevaVEEV33,229 shares · 0.6% of their software$9.0M−$4.7M
- Uber Technologies, Inc.UBER169,243 shares · 0.6% of their software · price +$2.5M$8.6MFlat
- ZscalerZS41,027 shares · 0.5% of their software · price +$2.4M$8.2M+$1.2M
- PTCPTC67,866 shares · 0.5% of their software · price +$2.5M$8.1M+$2.7M
- F5, Inc.FFIV43,870 shares · 0.5% of their software · price +$2.3M$7.7M−$1.7M
- Paychex, Inc.PAYX78,463 shares · 0.5% of their software · price +$1.1M$7.3MFlat
- PaycomPAYC14,976 shares · 0.4% of their software · price +$2.1M$6.8MFlat
- Amdocs LimitedDOX89,680 shares · 0.4% of their software · price +$1.2M$6.4MFlat
- CoStarCSGP6,859 shares · 0.4% of their software · price +$520K$6.3MFlat
- The Trade DeskTTD7,882 shares · 0.4% of their software · price +$2.2M$6.3M−$1.6M
- VeriSign, Inc.VRSN27,237 shares · 0.4% of their software$5.9M−$1.2M
- FortinetFTNT39,340 shares · 0.4% of their software · price +$1.2M$5.8M−$6.2M
- GoDaddyGDDY69,728 shares · 0.4% of their software$5.8M−$1.3M
- OpenTextOTEX125,419 shares · 0.4% of their software$5.7M−$637K
- HubSpotHUBS13,870 shares · 0.4% of their software · price +$1.4M$5.5M+$2.5M
- SS&CSSNC74,281 shares · 0.4% of their software · price +$908K$5.4M−$1.3M
- QualysQLYS44,301 shares · 0.4% of their software · price +$1.1M$5.4M+$1.0M
- RingCentralRNG13,824 shares · 0.3% of their software · price +$1.4M$5.2M−$2.0M
- Gen DigitalGEN224,977 shares · 0.3% of their software$4.7MFlat
- BroadridgeBR30,081 shares · 0.3% of their software · price +$638K$4.6MFlat
- NetApp, Inc.NTAP68,105 shares · 0.3% of their software · price +$1.5M$4.5MFlat
- Fair IsaacFICO7,334 shares · 0.2% of their software · price +$628K$3.7M+$798K
- FactSetFDS11,127 shares · 0.2% of their software$3.7MFlat
- WixWIX14,071 shares · 0.2% of their software$3.5MFlat
- SnowflakeSNOW11,905 shares · 0.2% of their software$3.4M+$2.9M
- MongoDBMDB8,915 shares · 0.2% of their software · price +$1.1M$3.2MFlat
- LiveRamp Holdings, Inc.RAMP41,772 shares · 0.2% of their software · price +$895K$3.1MFlat
- PalantirPLTR122,607 shares · 0.2% of their software · price +$1.7M$2.9MNew · +$1.2M
- Tyler TechnologiesTYL6,590 shares · 0.2% of their software · price +$580K$2.9MFlat
- DynatraceDT66,274 shares · 0.2% of their software$2.9M+$746K
- DatadogDDOG28,988 shares · 0.2% of their software$2.9M−$1.3M
- TenableTENB50,827 shares · 0.2% of their software · price +$738K$2.7M−$540K
- CommvaultCVLT40,534 shares · 0.1% of their software · price +$591K$2.2MFlat
- GuidewireGWRE14,852 shares · 0.1% of their software$1.9MFlat
- VaronisVRNS11,554 shares · 0.1% of their software · price +$557K$1.9MFlat
- Rapid7RPD19,399 shares · 0.1% of their software · price +$561K$1.7MFlat
- Five9FIVN7,971 shares · 0.1% of their software$1.4MFlat
- PaylocityPCTY5,910 shares · 0.1% of their software$1.2MFlat
- ElasticESTC7,398 shares · 0.1% of their software$1.1MFlat
- WEX Inc.WEX5,249 shares · 0.1% of their software$1.1MFlat
- DropboxDBX44,979 shares · 0.1% of their software$998KFlat
- FastlyFSLY10,765 shares · 0.1% of their software$941KFlat
- Euronet Worldwide, Inc.EEFT6,220 shares · 0.1% of their software$901KFlat
- BILLBILL6,326 shares · 0.1% of their software$863KFlat
- SPS CommerceSPSC7,815 shares · 0.1% of their software$849KFlat
- Kingsoft Cloud Holdings LimitedKC19,257 shares · 0.1% of their software$839KNew · +$569K
- Manhattan AssociatesMANH7,729 shares · 0.1% of their software$813KFlat
- Q2QTWO6,208 shares · 0.1% of their software$785KFlat
- BlackLineBL5,699 shares · 0.1% of their software$760KFlat
- NutanixNTNX22,574 shares · 0.0% of their software$719KFlat
- MorningstarMORN3,078 shares · 0.0% of their software$713KFlat
- PegasystemsPEGA4,773 shares · 0.0% of their software$636KFlat
- DescartesDSGX10,401 shares · 0.0% of their software$608KFlat
- AppianAPPN3,613 shares · 0.0% of their software$586KFlat
- BlackBerry LimitedBB85,432 shares · 0.0% of their software$566KFlat
- Alarm.com Holdings, Inc.ALRM5,299 shares · 0.0% of their software$548KFlat
- Digital TurbineAPPS9,569 shares · 0.0% of their software$541KFlat
- ACI WorldwideACIW13,815 shares · 0.0% of their software$531KFlat
- MagniteMGNI16,750 shares · 0.0% of their software$514KFlat
- Cerence Inc.CRNC4,944 shares · 0.0% of their software$497KFlat
- Sabre CorporationSABR41,380 shares · 0.0% of their software$497KFlat
- 8x8EGHT12,828 shares · 0.0% of their software$442K—
- Strategy IncMSTR1,076 shares · 0.0% of their software$418KFlat
- WorkivaWK4,362 shares · 0.0% of their software$400KFlat
- Bandwidth Inc.BAND2,486 shares · 0.0% of their software$382KFlat
- ZoomInfoZI7,624 shares · 0.0% of their software$368KNew
- SchrödingerSDGR4,570 shares · 0.0% of their software$362KFlat
- BoxBOX19,970 shares · 0.0% of their software$360KFlat
- BlackbaudBLKB6,147 shares · 0.0% of their software$354KFlat
- Upbound Group, Inc.UPBD8,337 shares · 0.0% of their software$319KFlat
- AppFolioAPPF1,767 shares · 0.0% of their software$318KFlat
- EVERTEC, Inc.EVTC7,950 shares · 0.0% of their software$313KFlat
- Shift4 Payments, Inc.FOUR4,078 shares · 0.0% of their software$307KNew · Flat
- ProgressPRGS6,022 shares · 0.0% of their software$272KFlat
- TeradataTDC11,863 shares · 0.0% of their software$267KFlat
- Endava plcDAVA3,285 shares · 0.0% of their software$252KNew · Flat
- Radware Ltd.RDWR9,032 shares · 0.0% of their software$251KFlat
- InterDigital, Inc.IDCC3,771 shares · 0.0% of their software$229KFlat
- NetScout Systems, Inc.NTCT8,184 shares · 0.0% of their software$224KFlat
- Calix, Inc.CALX7,291 shares · 0.0% of their software$217KFlat
- Repay Holdings CorporationRPAY7,750 shares · 0.0% of their software$211KFlat
- PAR Technology CorporationPAR2,916 shares · 0.0% of their software$183KNew · Flat
- Simulations PlusSLP2,356 shares · 0.0% of their software$169KFlat
- YextYEXT10,525 shares · 0.0% of their software$165KFlat
- Mitek Systems, Inc.MITK9,089 shares · 0.0% of their software$162KFlat
- PagSeguro Digital Ltd.PAGS2,700 shares · 0.0% of their software$154KFlat
- PhreesiaPHR2,838 shares · 0.0% of their software$154KFlat
- DomoDOMO2,093 shares · 0.0% of their software$133KFlat
- Commerce.com, Inc.CMRC2,018 shares · 0.0% of their software$129KNew · Flat
- PagerDutyPD3,047 shares · 0.0% of their software$127KFlat
- Health CatalystHCAT2,555 shares · 0.0% of their software$111KFlat
- Sprout SocialSPT2,043 shares · 0.0% of their software$93KFlat
- Ribbon Communications Inc.RBBN13,959 shares · 0.0% of their software$92KFlat
- Agilysys, Inc.AGYS2,321 shares · 0.0% of their software$89KFlat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$85KNew · Flat
- PDF Solutions, Inc.PDFS3,727 shares · 0.0% of their software$81KFlat
- International Money Express, Inc.IMXI4,686 shares · 0.0% of their software$73KNew · Flat
- ePlus inc.PLUS826 shares · 0.0% of their software$73KFlat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$66KFlat
- OneSpan Inc.OSPN3,065 shares · 0.0% of their software$63KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$37KFlat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$7KFlat