Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2021 · compared with Q1 2021
- Software
- $1.7B
- Weight of 13F
- 9.7%
- Names
- 133
- Net bought
- +$5.3M
Filed 30 July 2021 · SEC filing.
2,529 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
- MicrosoftMSFT3,037,218 shares · 47.4% of their software · price +$107M$823MFlat
- AdobeADBE187,914 shares · 6.3% of their software · price +$20.7M$110M+$6.6M
- SalesforceCRM250,847 shares · 3.5% of their software · price +$8.1M$61.3M−$5.6M
- OracleORCL761,265 shares · 3.4% of their software · price +$5.8M$59.3M−$3.9M
- IntuitINTU104,702 shares · 3.0% of their software · price +$11.2M$51.3M−$1.1M
- ShopifySHOP31,352 shares · 2.6% of their software · price +$11.1M$45.8MFlat
- ServiceNowNOW60,727 shares · 1.9% of their software · price +$3.0M$33.4M+$4.5M
- Automatic Data Processing, Inc.ADP149,463 shares · 1.7% of their software · price +$1.5M$29.7M+$8.5M
- Block, Inc.XYZ115,116 shares · 1.6% of their software · price +$1.9M$28.1M−$975K
- AutodeskADSK93,020 shares · 1.6% of their software · price +$1.4M$27.2M+$1.0M
- FortinetFTNT93,421 shares · 1.3% of their software · price +$5.0M$22.3M+$4.0M
- TrimbleTRMB257,984 shares · 1.2% of their software · price +$1.0M$21.1M−$3.7M
- TwilioTWLO51,387 shares · 1.2% of their software · price +$2.7M$20.3M+$2.8M
- AkamaiAKAM166,103 shares · 1.1% of their software · price +$2.4M$19.4M+$583K
- WorkdayWDAY80,621 shares · 1.1% of their software · price −$781K$19.2M+$4.4M
- Palo Alto NetworksPANW50,550 shares · 1.1% of their software · price +$2.5M$18.8M+$1.4M
- Paychex, Inc.PAYX160,737 shares · 1.0% of their software · price +$1.5M$17.2M−$1.6M
- ZoomZM44,329 shares · 1.0% of their software · price +$2.9M$17.2M+$2.4M
- DocuSignDOCU56,037 shares · 0.9% of their software · price +$4.3M$15.7MFlat
- Roper Technologies, Inc.ROP28,979 shares · 0.8% of their software · price +$1.9M$13.6M+$1.0M
- Fiserv, Inc.FISV125,051 shares · 0.8% of their software · price −$1.5M$13.4M−$1.2M
- CadenceCDNS96,559 shares · 0.8% of their software$13.2M−$9.3M
- CrowdStrikeCRWD51,542 shares · 0.7% of their software · price +$3.5M$13.0MFlat
- SynopsysSNPS45,644 shares · 0.7% of their software · price +$1.3M$12.6MFlat
- Uber Technologies, Inc.UBER244,563 shares · 0.7% of their software · price −$1.1M$12.3M+$3.0M
- OktaOKTA43,011 shares · 0.6% of their software · price +$1.0M$10.5MFlat
- PTCPTC66,128 shares · 0.5% of their software$9.3MFlat
- HubSpotHUBS15,697 shares · 0.5% of their software · price +$2.0M$9.1MFlat
- Gen DigitalGEN327,117 shares · 0.5% of their software · price +$1.9M$8.9M+$1.8M
- Check PointCHKP71,896 shares · 0.5% of their software$8.3M−$1.1M
- CloudflareNET75,411 shares · 0.5% of their software · price +$2.7M$8.0M−$893K
- ZscalerZS36,571 shares · 0.5% of their software · price +$1.6M$7.9M+$1.3M
- VeriskVRSK36,810 shares · 0.4% of their software$6.4MFlat
- OpenTextOTEX122,990 shares · 0.4% of their software$6.3M−$2.3M
- F5, Inc.FFIV33,645 shares · 0.4% of their software · price −$739K$6.3M−$6.1M
- SnowflakeSNOW25,087 shares · 0.3% of their software$6.1M+$1.8M
- The Trade DeskTTD76,540 shares · 0.3% of their software · price −$44.0M$5.9MSplit
- CoStarCSGP70,780 shares · 0.3% of their software · price −$52.3M$5.9MSplit
- SS&CSSNC79,995 shares · 0.3% of their software$5.8MFlat
- Amdocs LimitedDOX73,757 shares · 0.3% of their software · price +$532K$5.7M−$820K
- DropboxDBX178,209 shares · 0.3% of their software · price +$650K$5.4M+$2.4M
- NetApp, Inc.NTAP61,997 shares · 0.3% of their software · price +$567K$5.1M−$1.4M
- QualysQLYS47,768 shares · 0.3% of their software$4.8MFlat
- BroadridgeBR27,889 shares · 0.3% of their software$4.5MFlat
- CommvaultCVLT51,736 shares · 0.2% of their software · price +$707K$4.0MFlat
- PalantirPLTR152,645 shares · 0.2% of their software$4.0M+$2.4M
- WixWIX12,916 shares · 0.2% of their software$3.7MFlat
- RingCentralRNG12,889 shares · 0.2% of their software$3.7MFlat
- Fair IsaacFICO7,318 shares · 0.2% of their software$3.7MFlat
- PaycomPAYC10,112 shares · 0.2% of their software$3.7M−$2.6M
- Rapid7RPD37,141 shares · 0.2% of their software · price +$744K$3.5MFlat
- MongoDBMDB9,416 shares · 0.2% of their software · price +$886K$3.4MFlat
- DatadogDDOG30,210 shares · 0.2% of their software · price +$627K$3.1MFlat
- FactSetFDS9,176 shares · 0.2% of their software$3.1M−$790K
- GoDaddyGDDY32,444 shares · 0.2% of their software$2.8M−$3.9M
- Lyft, Inc.LYFT44,227 shares · 0.2% of their software$2.7M+$2.8M
- TenableTENB57,755 shares · 0.1% of their software$2.4MFlat
- UnityU21,742 shares · 0.1% of their software$2.4MNew · +$2.2M
- GuidewireGWRE18,557 shares · 0.1% of their software$2.1MFlat
- ElasticESTC12,781 shares · 0.1% of their software$1.9MFlat
- Bentley SystemsBSY28,442 shares · 0.1% of their software · price +$508K$1.8MNew · +$1.3M
- BoxBOX71,787 shares · 0.1% of their software$1.8MFlat
- DynatraceDT29,942 shares · 0.1% of their software$1.7M−$1.9M
- BlackBerry LimitedBB137,907 shares · 0.1% of their software · price +$523K$1.7MFlat
- LiveRamp Holdings, Inc.RAMP28,450 shares · 0.1% of their software$1.3MFlat
- BILLBILL6,929 shares · 0.1% of their software$1.3MFlat
- Five9FIVN6,713 shares · 0.1% of their software$1.2MFlat
- OneSpan Inc.OSPN46,231 shares · 0.1% of their software$1.2M+$1.1M
- PaylocityPCTY5,895 shares · 0.1% of their software$1.1MFlat
- TeradataTDC21,719 shares · 0.1% of their software$1.1MFlat
- Manhattan AssociatesMANH6,470 shares · 0.1% of their software$937KFlat
- Kingsoft Cloud Holdings LimitedKC24,385 shares · 0.0% of their software$827KFlat
- Sprout SocialSPT9,165 shares · 0.0% of their software$820KFlat
- WEX Inc.WEX4,130 shares · 0.0% of their software$801KFlat
- NutanixNTNX19,573 shares · 0.0% of their software$748KFlat
- Euronet Worldwide, Inc.EEFT5,320 shares · 0.0% of their software$720KFlat
- BlackLineBL6,332 shares · 0.0% of their software$705KFlat
- Alarm.com Holdings, Inc.ALRM7,907 shares · 0.0% of their software$670KFlat
- Agora, Inc.API15,822 shares · 0.0% of their software$664KNew · +$795K
- Commerce.com, Inc.CMRC10,232 shares · 0.0% of their software$664KFlat
- MorningstarMORN2,500 shares · 0.0% of their software$643KFlat
- Digital TurbineAPPS8,222 shares · 0.0% of their software$625KFlat
- FastlyFSLY10,219 shares · 0.0% of their software$609KFlat
- DescartesDSGX8,603 shares · 0.0% of their software$602KFlat
- SPS CommerceSPSC5,913 shares · 0.0% of their software$590KFlat
- SchrödingerSDGR7,374 shares · 0.0% of their software$558KFlat
- PegasystemsPEGA3,896 shares · 0.0% of their software$542KFlat
- Strategy IncMSTR769 shares · 0.0% of their software$511KFlat
- Q2QTWO4,761 shares · 0.0% of their software$488KFlat
- AppianAPPN3,448 shares · 0.0% of their software$475KFlat
- ZoomInfoZI8,580 shares · 0.0% of their software$448KFlat
- Cerence Inc.CRNC4,005 shares · 0.0% of their software$427KFlat
- Sabre CorporationSABR32,392 shares · 0.0% of their software$404KFlat
- AsanaASAN6,215 shares · 0.0% of their software$386KNew · Flat
- MagniteMGNI11,080 shares · 0.0% of their software$375KFlat
- Mitek Systems, Inc.MITK19,102 shares · 0.0% of their software$368KFlat
- WorkivaWK3,262 shares · 0.0% of their software$363KFlat
- ACI WorldwideACIW9,472 shares · 0.0% of their software$352KFlat
- Cognyte Software Ltd.CGNT13,741 shares · 0.0% of their software$337KFlat
- JFrogFROG6,947 shares · 0.0% of their software$316KNew · Flat
- Simulations PlusSLP5,644 shares · 0.0% of their software$310KFlat
- EVERTEC, Inc.EVTC7,002 shares · 0.0% of their software$306KFlat
- Bandwidth Inc.BAND2,189 shares · 0.0% of their software$302KFlat
- Shift4 Payments, Inc.FOUR3,156 shares · 0.0% of their software$296KFlat
- PagerDutyPD6,684 shares · 0.0% of their software$285KFlat
- BlackbaudBLKB3,690 shares · 0.0% of their software$283KFlat
- 8x8EGHT9,927 shares · 0.0% of their software$276KFlat
- Endava plcDAVA2,425 shares · 0.0% of their software$275KFlat
- PhreesiaPHR4,310 shares · 0.0% of their software$264KFlat
- Upbound Group, Inc.UPBD4,930 shares · 0.0% of their software$262KFlat
- Calix, Inc.CALX5,280 shares · 0.0% of their software$251KFlat
- AppFolioAPPF1,767 shares · 0.0% of their software$250KFlat
- Health CatalystHCAT4,445 shares · 0.0% of their software$247KFlat
- InterDigital, Inc.IDCC3,337 shares · 0.0% of their software$244KFlat
- Radware Ltd.RDWR7,434 shares · 0.0% of their software$229KFlat
- ProgressPRGS4,921 shares · 0.0% of their software$228KFlat
- NetScout Systems, Inc.NTCT6,908 shares · 0.0% of their software$197KFlat
- DomoDOMO2,093 shares · 0.0% of their software$169KFlat
- PAR Technology CorporationPAR2,237 shares · 0.0% of their software$156KFlat
- Donnelley Financial Solutions, Inc.DFIN4,657 shares · 0.0% of their software$154KNew · Flat
- Repay Holdings CorporationRPAY6,263 shares · 0.0% of their software$151KFlat
- YextYEXT10,525 shares · 0.0% of their software$150KFlat
- PagSeguro Digital Ltd.PAGS2,635 shares · 0.0% of their software$147KFlat
- C3.aiAI2,342 shares · 0.0% of their software$146KNew · Flat
- CertaraCERT5,167 shares · 0.0% of their software$146KNew · Flat
- DoceboDCBO1,822 shares · 0.0% of their software$109KFlat
- Agilysys, Inc.AGYS1,798 shares · 0.0% of their software$102KFlat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$88KFlat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$76KFlat
- ePlus inc.PLUS826 shares · 0.0% of their software$72KFlat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$71KFlat
- International Money Express, Inc.IMXI4,686 shares · 0.0% of their software$70KFlat
- PDF Solutions, Inc.PDFS3,727 shares · 0.0% of their software$68KFlat
