Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2022 · compared with Q1 2022
- Software
- $1.5B
- Weight of 13F
- 8.9%
- Names
- 171
- Net bought
- +$329M
Filed 9 August 2022 · SEC filing.
2,803 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
- MicrosoftMSFT3,136,343 shares · 53.1% of their software · price −$161M$806M−$13.8M
- AdobeADBE185,927 shares · 4.5% of their software · price −$16.7M$68.1M−$4.9M
- SalesforceCRM296,111 shares · 3.2% of their software · price −$14.0M$48.9M+$1.9M
- IntuitINTU114,962 shares · 2.9% of their software · price −$11.0M$44.3M+$3.4M
- Automatic Data Processing, Inc.ADP157,582 shares · 2.2% of their software · price −$2.8M$33.1MFlat
- Palo Alto NetworksPANW65,683 shares · 2.1% of their software · price −$8.4M$32.4M+$12.4M
- ServiceNowNOW64,887 shares · 2.0% of their software · price −$5.3M$30.9MFlat
- OracleORCL400,830 shares · 1.8% of their software · price −$5.2M$28.0M−$5.0M
- Roper Technologies, Inc.ROP63,815 shares · 1.7% of their software · price −$5.0M$25.2M−$7.7M
- AutodeskADSK141,432 shares · 1.6% of their software · price −$6.0M$24.3M+$659K
- CadenceCDNS148,899 shares · 1.5% of their software · price −$2.1M$22.3M+$4.2M
- FortinetFTNT359,115 shares · 1.3% of their software · price −$102M$20.3M+$94.1M
- AkamaiAKAM199,533 shares · 1.2% of their software · price −$5.6M$18.2M+$5.3M
- WorkdayWDAY127,574 shares · 1.2% of their software · price −$12.7M$17.8M+$6.2M
- CrowdStrikeCRWD93,757 shares · 1.0% of their software · price −$5.5M$15.8M−$586K
- TrimbleTRMB267,101 shares · 1.0% of their software · price −$3.7M$15.6M+$3.0M
- SynopsysSNPS42,939 shares · 0.9% of their software · price −$1.3M$13.0M−$13.9M
- ShopifySHOP407,996 shares · 0.8% of their software · price −$263M$12.7M+$248M
- Paychex, Inc.PAYX87,639 shares · 0.7% of their software · price −$2.0M$10.0MFlat
- HubSpotHUBS29,023 shares · 0.6% of their software · price −$5.1M$8.7M+$6.4M
- Block, Inc.XYZ137,119 shares · 0.6% of their software · price −$10.2M$8.4MFlat
- ZoomZM77,405 shares · 0.6% of their software · price −$717K$8.4M−$5.0M
- OktaOKTA91,431 shares · 0.5% of their software · price −$5.5M$8.3M+$3.8M
- Uber Technologies, Inc.UBER397,838 shares · 0.5% of their software · price −$6.1M$8.1M+$1.1M
- Fiserv, Inc.FISV89,741 shares · 0.5% of their software · price −$1.1M$8.0MFlat
- ZscalerZS50,137 shares · 0.5% of their software · price −$4.6M$7.5M+$523K
- VeriskVRSK42,975 shares · 0.5% of their software · price −$1.8M$7.4M+$541K
- DatadogDDOG73,520 shares · 0.5% of their software · price −$4.1M$7.0M−$2.1M
- Check PointCHKP55,921 shares · 0.4% of their software · price −$922K$6.8MFlat
- F5, Inc.FFIV39,030 shares · 0.4% of their software · price −$2.2M$6.0MFlat
- Gen DigitalGEN260,699 shares · 0.4% of their software · price −$1.2M$5.7M+$1.3M
- NetApp, Inc.NTAP86,744 shares · 0.4% of their software · price −$1.5M$5.7MFlat
- OpenTextOTEX143,786 shares · 0.4% of their software · price −$656K$5.4M−$9.2M
- FactSetFDS14,040 shares · 0.4% of their software · price −$696K$5.4MFlat
- CommvaultCVLT84,826 shares · 0.4% of their software$5.3MFlat
- ZoomInfoZI157,654 shares · 0.3% of their software$5.2M—
- SnowflakeSNOW37,191 shares · 0.3% of their software · price −$3.3M$5.2M−$616K
- VeevaVEEV25,212 shares · 0.3% of their software$5.0MFlat
- PalantirPLTR548,698 shares · 0.3% of their software · price −$2.6M$5.0MFlat
- QualysQLYS39,096 shares · 0.3% of their software · price −$636K$4.9M−$721K
- CloudflareNET103,249 shares · 0.3% of their software · price −$7.8M$4.5M+$840K
- TwilioTWLO53,259 shares · 0.3% of their software · price −$4.3M$4.5MFlat
- BroadridgeBR25,638 shares · 0.2% of their software$3.7MFlat
- CoStarCSGP58,946 shares · 0.2% of their software$3.6MFlat
- GoDaddyGDDY50,370 shares · 0.2% of their software · price −$712K$3.5M+$2.3M
- DocuSignDOCU60,339 shares · 0.2% of their software · price −$3.0M$3.5M−$1.3M
- PaycomPAYC12,311 shares · 0.2% of their software · price −$816K$3.4MFlat
- Rapid7RPD50,909 shares · 0.2% of their software · price −$2.3M$3.4M−$510K
- TenableTENB69,734 shares · 0.2% of their software · price −$863K$3.2MFlat
- Tyler TechnologiesTYL8,929 shares · 0.2% of their software · price −$1.0M$3.0MFlat
- The Trade DeskTTD64,505 shares · 0.2% of their software · price −$1.8M$2.7M−$856K
- SentinelOneS115,469 shares · 0.2% of their software · price −$1.8M$2.7MNew · +$4.5M
- VeriSign, Inc.VRSN15,737 shares · 0.2% of their software · price −$868K$2.6M−$1.6M
- MongoDBMDB9,826 shares · 0.2% of their software · price −$1.8M$2.6M−$3.1M
- Fair IsaacFICO6,305 shares · 0.2% of their software$2.5MFlat
- VaronisVRNS81,867 shares · 0.2% of their software · price −$1.5M$2.4M+$3.1M
- DynatraceDT58,397 shares · 0.2% of their software$2.3MFlat
- SS&CSSNC39,089 shares · 0.1% of their software · price −$663K$2.3M−$1.8M
- Grab Holdings LimitedGRAB831,440 shares · 0.1% of their software · price −$806K$2.1MNew · +$2.9M
- PTCPTC18,053 shares · 0.1% of their software$1.9MFlat
- BILLBILL13,227 shares · 0.1% of their software · price −$1.5M$1.5M+$580K
- UnityU33,088 shares · 0.1% of their software · price −$2.1M$1.2M+$2.1M
- LightspeedLSPD53,743 shares · 0.1% of their software$1.2MNew · +$1.6M
- ElasticESTC17,165 shares · 0.1% of their software$1.2MFlat
- DropboxDBX55,109 shares · 0.1% of their software$1.2M−$5.2M
- PaylocityPCTY6,580 shares · 0.1% of their software$1.1MFlat
- Bentley SystemsBSY29,701 shares · 0.1% of their software$989KFlat
- BlackBerry LimitedBB178,065 shares · 0.1% of their software$958KFlat
- WixWIX14,619 shares · 0.1% of their software · price −$569K$958KFlat
- Manhattan AssociatesMANH7,619 shares · 0.1% of their software$873KFlat
- RingCentralRNG16,657 shares · 0.1% of their software · price −$1.1M$870KFlat
- WEX Inc.WEX5,402 shares · 0.1% of their software$840KFlat
- BlackLineBL12,272 shares · 0.1% of their software$817KFlat
- MorningstarMORN3,239 shares · 0.1% of their software$783KFlat
- GuidewireGWRE10,771 shares · 0.1% of their software$765KFlat
- Five9FIVN8,301 shares · 0.0% of their software$757KFlat
- Euronet Worldwide, Inc.EEFT6,584 shares · 0.0% of their software$662KFlat
- DescartesDSGX10,505 shares · 0.0% of their software$651KFlat
- SPS CommerceSPSC5,233 shares · 0.0% of their software$592KFlat
- Lyft, Inc.LYFT42,808 shares · 0.0% of their software · price −$1.1M$568KFlat
- TeradataTDC13,375 shares · 0.0% of their software$495KFlat
- nCinoNCNO15,135 shares · 0.0% of their software$468KNew · +$620K
- BoxBOX17,330 shares · 0.0% of their software$436KFlat
- WorkivaWK6,031 shares · 0.0% of their software$398KFlat
- NutanixNTNX25,975 shares · 0.0% of their software$380KFlat
- AppLovinAPP10,783 shares · 0.0% of their software$371KNew · +$594K
- ACI WorldwideACIW13,918 shares · 0.0% of their software$360KFlat
- SprinklrCXM35,031 shares · 0.0% of their software$354KNew · Flat
- Sprout SocialSPT6,090 shares · 0.0% of their software$354KFlat
- Alarm.com Holdings, Inc.ALRM5,656 shares · 0.0% of their software$350KFlat
- NetScout Systems, Inc.NTCT9,172 shares · 0.0% of their software$310KFlat
- BlackbaudBLKB4,960 shares · 0.0% of their software$288KFlat
- SchrödingerSDGR10,895 shares · 0.0% of their software$288KFlat
- Q2QTWO7,316 shares · 0.0% of their software$282KFlat
- EVERTEC, Inc.EVTC7,360 shares · 0.0% of their software$271KFlat
- CertaraCERT12,322 shares · 0.0% of their software$264KFlat
- DigitalOceanDOCN5,842 shares · 0.0% of their software$242KFlat
- PagerDutyPD9,506 shares · 0.0% of their software$236KFlat
- LiveRamp Holdings, Inc.RAMP9,158 shares · 0.0% of their software$236KFlat
- Calix, Inc.CALX6,870 shares · 0.0% of their software$235KFlat
- ProgressPRGS5,150 shares · 0.0% of their software$233KFlat
- GitLabGTLB4,271 shares · 0.0% of their software$227KNew · Flat
- AppFolioAPPF2,401 shares · 0.0% of their software$218KFlat
- Sabre CorporationSABR37,261 shares · 0.0% of their software$217KFlat
- Endava plcDAVA2,425 shares · 0.0% of their software$214KFlat
- PegasystemsPEGA4,469 shares · 0.0% of their software$214KFlat
- InterDigital, Inc.IDCC3,344 shares · 0.0% of their software$203KFlat
- Alight, Inc.ALIT29,857 shares · 0.0% of their software$202KNew · Flat
- ePlus inc.PLUS3,812 shares · 0.0% of their software$202KFlat
- AppianAPPN4,180 shares · 0.0% of their software$198KFlat
- Shift4 Payments, Inc.FOUR5,936 shares · 0.0% of their software$196KFlat
- Digital TurbineAPPS10,602 shares · 0.0% of their software$185KFlat
- JFrogFROG8,794 shares · 0.0% of their software$185KFlat
- Strategy IncMSTR1,032 shares · 0.0% of their software$170KFlat
- i3 Verticals, Inc.IIIV6,691 shares · 0.0% of their software$167KFlat
- C3.aiAI8,825 shares · 0.0% of their software$161KFlat
- FastlyFSLY13,378 shares · 0.0% of their software$155KFlat
- PAR Technology CorporationPAR4,021 shares · 0.0% of their software$151KFlat
- PhreesiaPHR6,037 shares · 0.0% of their software$151KFlat
- Radware Ltd.RDWR6,909 shares · 0.0% of their software$150KFlat
- Upbound Group, Inc.UPBD7,614 shares · 0.0% of their software$148KFlat
- ProcorePCOR3,152 shares · 0.0% of their software$143KNew · Flat
- Repay Holdings CorporationRPAY11,029 shares · 0.0% of their software$142KFlat
- MagniteMGNI15,374 shares · 0.0% of their software$137KFlat
- Donnelley Financial Solutions, Inc.DFIN4,657 shares · 0.0% of their software$136KFlat
- FreshworksFRSH10,320 shares · 0.0% of their software$136KNew · Flat
- PDF Solutions, Inc.PDFS6,288 shares · 0.0% of their software$135KFlat
- AsanaASAN7,600 shares · 0.0% of their software$134KFlat
- CCC Intelligent Solutions Holdings Inc.CCC14,318 shares · 0.0% of their software$132KNew · Flat
- Payoneer Global Inc.PAYO31,123 shares · 0.0% of their software$122KNew · Flat
- Cerence Inc.CRNC4,675 shares · 0.0% of their software$118KFlat
- DuolingoDUOL1,271 shares · 0.0% of their software$111KNew · Flat
- Commerce.com, Inc.CMRC6,704 shares · 0.0% of their software$109KFlat
- DoubleVerifyDV4,744 shares · 0.0% of their software$108KNew · Flat
- DomoDOMO3,755 shares · 0.0% of their software$104KFlat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$97KFlat
- International Money Express, Inc.IMXI4,686 shares · 0.0% of their software$96KFlat
- Simulations PlusSLP1,956 shares · 0.0% of their software$96KFlat
- CourseraCOUR6,682 shares · 0.0% of their software$95KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$93KFlat
- Thryv Holdings, Inc.THRY4,159 shares · 0.0% of their software$93KFlat
- AvePointAVPT20,477 shares · 0.0% of their software$89KNew · Flat
- Agilysys, Inc.AGYS1,798 shares · 0.0% of their software$85KFlat
- OneSpan Inc.OSPN7,098 shares · 0.0% of their software$84KFlat
- FlywireFLYW4,482 shares · 0.0% of their software$79KNew · Flat
- AlkamiALKT5,628 shares · 0.0% of their software$78KNew · Flat
- AmplitudeAMPL5,488 shares · 0.0% of their software$78KNew · Flat
- 8x8EGHT14,849 shares · 0.0% of their software$76KFlat
- Clear Secure, Inc.YOU3,666 shares · 0.0% of their software$73KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI1,633 shares · 0.0% of their software$71KNew · Flat
- Health CatalystHCAT4,445 shares · 0.0% of their software$64KFlat
- Telos CorporationTLS7,392 shares · 0.0% of their software$60KFlat
- Cognyte Software Ltd.CGNT13,741 shares · 0.0% of their software$58KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$57K−$629K
- Bandwidth Inc.BAND2,933 shares · 0.0% of their software$55KFlat
- Global-EGLBE2,660 shares · 0.0% of their software$54KNew · Flat
- Amdocs LimitedDOX640 shares · 0.0% of their software$53K−$5.1M
- DoceboDCBO1,822 shares · 0.0% of their software$52KFlat
- YextYEXT10,525 shares · 0.0% of their software$50KFlat
- Rimini Street, Inc.RMNI8,200 shares · 0.0% of their software$49KFlat
- StoneCo Ltd.STNE4,958 shares · 0.0% of their software$38KFlat
- SamsaraIOT2,977 shares · 0.0% of their software$33KNew · Flat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$32KFlat
- Remitly Global, Inc.RELY4,035 shares · 0.0% of their software$31KNew · Flat
- Veritone, Inc.VERI4,660 shares · 0.0% of their software$30KFlat
- N-ableNABL3,132 shares · 0.0% of their software$28KNew · Flat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$28KFlat
- SmartRent, Inc.SMRT5,714 shares · 0.0% of their software$26KNew · Flat
- PagSeguro Digital Ltd.PAGS2,455 shares · 0.0% of their software$25KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$22KFlat
- Sportradar Group AGSRAD517 shares · 0.0% of their software$4KNew · Flat