Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q4 2022 · compared with Q3 2022
- Software
- $1.6B
- Weight of 13F
- 8.5%
- Names
- 180
- Net bought
- +$54.4M
Filed 1 February 2023 · SEC filing.
2,782 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
- MicrosoftMSFT3,486,086 shares · 52.8% of their software · price +$24.1M$836M+$23.8M
- AdobeADBE205,476 shares · 4.4% of their software · price +$12.6M$69.1M+$1.6M
- IntuitINTU123,846 shares · 3.0% of their software$48.2M+$5.9M
- Automatic Data Processing, Inc.ADP183,717 shares · 2.8% of their software · price +$2.3M$43.9M+$6.6M
- SynopsysSNPS100,662 shares · 2.0% of their software · price +$1.4M$32.1M+$3.2M
- OracleORCL354,085 shares · 1.8% of their software · price +$7.3M$28.9M−$8.6M
- Palo Alto NetworksPANW207,289 shares · 1.8% of their software · price −$5.0M$28.9M+$4.3M
- SalesforceCRM212,066 shares · 1.8% of their software · price −$2.4M$28.1M−$19.9M
- FortinetFTNT573,296 shares · 1.8% of their software$28.0M+$7.2M
- AutodeskADSK135,757 shares · 1.6% of their software$25.4M+$857K
- Fiserv, Inc.FISV210,017 shares · 1.3% of their software · price +$1.6M$21.2M+$10.2M
- CadenceCDNS127,861 shares · 1.3% of their software$20.5M−$4.7M
- Roper Technologies, Inc.ROP42,823 shares · 1.2% of their software · price +$3.1M$18.5MFlat
- WorkdayWDAY108,184 shares · 1.1% of their software · price +$1.6M$18.1M+$6.0M
- AkamaiAKAM198,978 shares · 1.1% of their software · price +$792K$16.8M+$3.4M
- TrimbleTRMB295,346 shares · 0.9% of their software · price −$1.1M$14.9M−$1.2M
- OpenTextOTEX439,708 shares · 0.8% of their software · price +$1.4M$13.0M+$7.4M
- Uber Technologies, Inc.UBER516,294 shares · 0.8% of their software · price −$914K$12.8M+$2.7M
- ServiceNowNOW31,261 shares · 0.8% of their software$12.1M−$8.7M
- ShopifySHOP339,941 shares · 0.7% of their software · price +$2.6M$11.8M−$685K
- Block, Inc.XYZ184,682 shares · 0.7% of their software · price +$1.4M$11.6M+$2.0M
- Tyler TechnologiesTYL29,686 shares · 0.6% of their software · price −$745K$9.6M+$6.0M
- VeriSign, Inc.VRSN44,277 shares · 0.6% of their software · price +$1.4M$9.1M+$4.7M
- GoDaddyGDDY121,100 shares · 0.6% of their software$9.1M+$3.7M
- DropboxDBX403,128 shares · 0.6% of their software · price +$669K$9.0M−$1.3M
- CrowdStrikeCRWD84,345 shares · 0.6% of their software · price −$5.0M$8.9MFlat
- VeriskVRSK47,954 shares · 0.5% of their software$8.5MFlat
- VeevaVEEV52,404 shares · 0.5% of their software$8.5M−$1.4M
- Gen DigitalGEN386,955 shares · 0.5% of their software$8.3M+$3.0M
- HubSpotHUBS27,662 shares · 0.5% of their software · price +$526K$8.0MFlat
- ZoomZM117,543 shares · 0.5% of their software · price −$688K$8.0M+$3.0M
- MongoDBMDB39,368 shares · 0.5% of their software$7.7M+$5.6M
- Check PointCHKP60,229 shares · 0.5% of their software · price +$852K$7.6M−$886K
- SnowflakeSNOW49,909 shares · 0.5% of their software · price −$1.3M$7.2M+$1.1M
- BroadridgeBR50,640 shares · 0.4% of their software · price −$516K$6.8M+$2.5M
- ZscalerZS57,915 shares · 0.4% of their software · price −$3.0M$6.5M+$2.1M
- Paychex, Inc.PAYX52,149 shares · 0.4% of their software$6.0M−$5.0M
- FactSetFDS14,886 shares · 0.4% of their software$6.0MFlat
- DatadogDDOG71,842 shares · 0.3% of their software · price −$1.1M$5.3M−$924K
- ZoomInfoZI172,398 shares · 0.3% of their software$5.2M—
- CoStarCSGP63,161 shares · 0.3% of their software$4.9MFlat
- NetApp, Inc.NTAP76,939 shares · 0.3% of their software$4.6M+$960K
- Fair IsaacFICO7,095 shares · 0.3% of their software · price +$1.3M$4.2M−$1.1M
- PTCPTC34,095 shares · 0.3% of their software · price +$526K$4.1M+$1.7M
- OktaOKTA57,120 shares · 0.2% of their software · price +$655K$3.9MFlat
- QualysQLYS32,398 shares · 0.2% of their software · price −$880K$3.6M−$1.3M
- CloudflareNET79,448 shares · 0.2% of their software · price −$802K$3.6M−$1.1M
- The Trade DeskTTD70,636 shares · 0.2% of their software · price −$1.1M$3.2MFlat
- PalantirPLTR451,642 shares · 0.2% of their software · price −$772K$2.9M−$785K
- F5, Inc.FFIV20,181 shares · 0.2% of their software$2.9M−$3.3M
- DescartesDSGX39,875 shares · 0.2% of their software$2.8M+$1.8M
- PaycomPAYC8,013 shares · 0.2% of their software$2.5M−$2.4M
- TenableTENB64,982 shares · 0.2% of their software$2.5M−$910K
- DocuSignDOCU43,010 shares · 0.2% of their software$2.4M−$1.1M
- Grab Holdings LimitedGRAB701,536 shares · 0.1% of their software$2.3MFlat
- TwilioTWLO45,151 shares · 0.1% of their software · price −$911K$2.2M−$1.2M
- CommvaultCVLT30,701 shares · 0.1% of their software$1.9M−$1.3M
- SS&CSSNC36,715 shares · 0.1% of their software$1.9MFlat
- BILLBILL15,714 shares · 0.1% of their software$1.7MFlat
- VaronisVRNS67,415 shares · 0.1% of their software$1.6M−$563K
- PaylocityPCTY7,618 shares · 0.1% of their software$1.5MFlat
- Rapid7RPD37,681 shares · 0.1% of their software$1.3MFlat
- SentinelOneS86,219 shares · 0.1% of their software · price −$946K$1.3MFlat
- DynatraceDT32,020 shares · 0.1% of their software$1.2M−$1.2M
- NutanixNTNX43,540 shares · 0.1% of their software$1.1MFlat
- UnityU39,105 shares · 0.1% of their software$1.1MFlat
- Bentley SystemsBSY29,863 shares · 0.1% of their software$1.1MFlat
- Manhattan AssociatesMANH9,040 shares · 0.1% of their software$1.1MFlat
- WEX Inc.WEX6,306 shares · 0.1% of their software$1.0MFlat
- ToastTOST54,409 shares · 0.1% of their software$981KNew · +$910K
- ElasticESTC17,580 shares · 0.1% of their software$905KFlat
- WixWIX11,028 shares · 0.1% of their software$847KFlat
- SPS CommerceSPSC6,593 shares · 0.1% of their software$847KFlat
- MorningstarMORN3,767 shares · 0.1% of their software$816KFlat
- BoxBOX26,094 shares · 0.1% of their software$812KFlat
- AtlassianTEAM5,662 shares · 0.0% of their software$729KNew · +$1.2M
- GuidewireGWRE11,373 shares · 0.0% of their software$711KFlat
- Five9FIVN10,437 shares · 0.0% of their software$708KFlat
- BlackLineBL10,418 shares · 0.0% of their software$701KFlat
- Calix, Inc.CALX8,634 shares · 0.0% of their software$591KFlat
- WorkivaWK7,027 shares · 0.0% of their software$590KFlat
- Euronet Worldwide, Inc.EEFT5,958 shares · 0.0% of their software$562KFlat
- Lyft, Inc.LYFT44,561 shares · 0.0% of their software$491KFlat
- TeradataTDC14,172 shares · 0.0% of their software$477KFlat
- DoximityDOCS13,744 shares · 0.0% of their software$461KNew · Flat
- RingCentralRNG12,815 shares · 0.0% of their software$454KFlat
- ACI WorldwideACIW18,475 shares · 0.0% of their software$425KFlat
- Sprout SocialSPT7,287 shares · 0.0% of their software$411KFlat
- BlackbaudBLKB6,915 shares · 0.0% of their software$407KFlat
- NetScout Systems, Inc.NTCT10,833 shares · 0.0% of their software$352KFlat
- GitLabGTLB7,671 shares · 0.0% of their software$349KFlat
- Alarm.com Holdings, Inc.ALRM6,929 shares · 0.0% of their software$343KFlat
- Shift4 Payments, Inc.FOUR5,936 shares · 0.0% of their software$332KFlat
- ProgressPRGS6,069 shares · 0.0% of their software$306KFlat
- EVERTEC, Inc.EVTC9,276 shares · 0.0% of their software$300KFlat
- AppFolioAPPF2,832 shares · 0.0% of their software$298KFlat
- FreshworksFRSH19,533 shares · 0.0% of their software$287KFlat
- Commerce.com, Inc.CMRC31,463 shares · 0.0% of their software$275KFlat
- LightspeedLSPD19,239 shares · 0.0% of their software$275KFlat
- LiveRamp Holdings, Inc.RAMP11,382 shares · 0.0% of their software$267KFlat
- PhreesiaPHR7,915 shares · 0.0% of their software$256KFlat
- Agilysys, Inc.AGYS3,214 shares · 0.0% of their software$254KFlat
- BlackBerry LimitedBB77,930 shares · 0.0% of their software$254KFlat
- PagerDutyPD9,506 shares · 0.0% of their software$252KFlat
- Alight, Inc.ALIT29,857 shares · 0.0% of their software$250KFlat
- CertaraCERT15,034 shares · 0.0% of their software$242KFlat
- Amdocs LimitedDOX2,651 shares · 0.0% of their software$241KFlat
- SchrödingerSDGR12,887 shares · 0.0% of their software$241KFlat
- Sabre CorporationSABR37,261 shares · 0.0% of their software$230KFlat
- Upbound Group, Inc.UPBD9,682 shares · 0.0% of their software$218KFlat
- DuolingoDUOL2,857 shares · 0.0% of their software$203KFlat
- MagniteMGNI19,055 shares · 0.0% of their software$202KFlat
- ProcorePCOR4,177 shares · 0.0% of their software$197KFlat
- Q2QTWO7,316 shares · 0.0% of their software$197KFlat
- InterDigital, Inc.IDCC3,812 shares · 0.0% of their software$189KFlat
- DigitalOceanDOCN7,361 shares · 0.0% of their software$187KFlat
- PegasystemsPEGA5,379 shares · 0.0% of their software$184KFlat
- CCC Intelligent Solutions Holdings Inc.CCC20,995 shares · 0.0% of their software$183KFlat
- Donnelley Financial Solutions, Inc.DFIN4,720 shares · 0.0% of their software$182KFlat
- Payoneer Global Inc.PAYO32,901 shares · 0.0% of their software$180KFlat
- AppLovinAPP17,086 shares · 0.0% of their software$180KFlat
- Radware Ltd.RDWR9,052 shares · 0.0% of their software$179KFlat
- Strategy IncMSTR1,222 shares · 0.0% of their software$173KFlat
- Clear Secure, Inc.YOU6,286 shares · 0.0% of their software$172KFlat
- ePlus inc.PLUS3,812 shares · 0.0% of their software$169KFlat
- nCinoNCNO6,268 shares · 0.0% of their software$166KFlat
- Digital TurbineAPPS10,389 shares · 0.0% of their software$158KFlat
- International Money Express, Inc.IMXI6,486 shares · 0.0% of their software$158KFlat
- JFrogFROG7,185 shares · 0.0% of their software$153KFlat
- SamsaraIOT12,218 shares · 0.0% of their software$152KFlat
- PDF Solutions, Inc.PDFS5,265 shares · 0.0% of their software$150KFlat
- FlywireFLYW6,122 shares · 0.0% of their software$150KFlat
- A10 Networks, Inc.ATEN8,956 shares · 0.0% of their software$149KFlat
- PAR Technology CorporationPAR5,440 shares · 0.0% of their software$142KFlat
- C3.aiAI12,500 shares · 0.0% of their software$140KFlat
- DoubleVerifyDV6,336 shares · 0.0% of their software$139KFlat
- AsanaASAN9,918 shares · 0.0% of their software$137KFlat
- AppianAPPN4,180 shares · 0.0% of their software$136KFlat
- Clearwater AnalyticsCWAN7,126 shares · 0.0% of their software$134K—
- Remitly Global, Inc.RELY11,404 shares · 0.0% of their software$131KFlat
- Nayax Ltd.NYAX6,816 shares · 0.0% of their software$129KFlat
- Adeia Inc.ADEA13,412 shares · 0.0% of their software$127KNew · Flat
- Zeta GlobalZETA15,535 shares · 0.0% of their software$127KFlat
- Repay Holdings CorporationRPAY13,677 shares · 0.0% of their software$110KFlat
- FastlyFSLY13,378 shares · 0.0% of their software$110KFlat
- BrazeBRZE3,762 shares · 0.0% of their software$103KFlat
- Cerence Inc.CRNC5,524 shares · 0.0% of their software$102KFlat
- AvePointAVPT24,777 shares · 0.0% of their software$102KFlat
- Bandwidth Inc.BAND4,256 shares · 0.0% of their software$98KFlat
- AmplitudeAMPL7,831 shares · 0.0% of their software$95KFlat
- N-ableNABL8,983 shares · 0.0% of their software$92KFlat
- DoceboDCBO2,710 shares · 0.0% of their software$89KFlat
- i3 Verticals, Inc.IIIV3,647 shares · 0.0% of their software$89KFlat
- YextYEXT13,557 shares · 0.0% of their software$89KFlat
- Consensus Cloud Solutions, Inc.CCSI1,633 shares · 0.0% of their software$88KFlat
- 8x8EGHT19,603 shares · 0.0% of their software$85K—
- CourseraCOUR6,682 shares · 0.0% of their software$79KFlat
- Mitek Systems, Inc.MITK7,916 shares · 0.0% of their software$77KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$75KFlat
- Simulations PlusSLP2,000 shares · 0.0% of their software$73KFlat
- SprinklrCXM8,527 shares · 0.0% of their software$70KFlat
- Xperi Inc.XPER6,973 shares · 0.0% of their software$60KNew · Flat
- Definitive HealthcareDH5,232 shares · 0.0% of their software$58KFlat
- DomoDOMO3,755 shares · 0.0% of their software$53KFlat
- Thryv Holdings, Inc.THRY2,810 shares · 0.0% of their software$53KFlat
- AlkamiALKT3,629 shares · 0.0% of their software$53KFlat
- Rimini Street, Inc.RMNI13,438 shares · 0.0% of their software$51KFlat
- Health CatalystHCAT4,445 shares · 0.0% of their software$47KFlat
- StoneCo Ltd.STNE4,745 shares · 0.0% of their software$45KFlat
- Telos CorporationTLS7,392 shares · 0.0% of their software$38KFlat
- OneSpan Inc.OSPN3,153 shares · 0.0% of their software$35KFlat
- PaymentusPAY4,387 shares · 0.0% of their software$35KNew · Flat
- CS Disco, Inc.LAW5,429 shares · 0.0% of their software$34KFlat
- SmartRent, Inc.SMRT11,174 shares · 0.0% of their software$27KFlat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$26KFlat
- SemrushSEMR2,764 shares · 0.0% of their software$22KFlat
- Tucows Inc.TCX499 shares · 0.0% of their software$17KFlat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$13KFlat
- Sportradar Group AGSRAD776 shares · 0.0% of their software$8KFlat
- Full Truck Alliance Co. Ltd.YMM111 shares · 0.0% of their software$888Flat