Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2023 · compared with Q1 2023
- Software
- $2.4B
- Weight of 13F
- 10.7%
- Names
- 185
- Net bought
- +$139M
Filed 7 August 2023 · SEC filing.
2,735 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
- MicrosoftMSFT3,712,616 shares · 52.3% of their software · price +$194M$1.3BFlat
- AdobeADBE390,862 shares · 7.9% of their software · price +$40.5M$191M+$58.4M
- SalesforceCRM280,221 shares · 2.5% of their software · price +$3.2M$59.2M+$15.0M
- Palo Alto NetworksPANW227,126 shares · 2.4% of their software · price +$12.7M$58.0M+$3.1M
- IntuitINTU117,467 shares · 2.2% of their software · price +$1.5M$53.8M−$3.7M
- SynopsysSNPS111,261 shares · 2.0% of their software · price +$5.5M$48.4MFlat
- OracleORCL393,834 shares · 1.9% of their software · price +$10.3M$46.9M+$2.0M
- ServiceNowNOW73,991 shares · 1.7% of their software · price +$7.2M$41.6M+$15.7M
- WorkdayWDAY172,920 shares · 1.6% of their software · price +$3.3M$39.1M+$2.1M
- Fiserv, Inc.FISV292,567 shares · 1.5% of their software · price +$3.8M$36.9M+$8.7M
- FortinetFTNT481,724 shares · 1.5% of their software · price +$4.4M$36.4M+$2.9M
- Uber Technologies, Inc.UBER834,751 shares · 1.5% of their software · price +$9.6M$36.0M+$7.4M
- AutodeskADSK152,389 shares · 1.3% of their software · price −$541K$31.2M+$3.9M
- Automatic Data Processing, Inc.ADP138,647 shares · 1.3% of their software$30.5MFlat
- CadenceCDNS121,553 shares · 1.2% of their software · price +$3.0M$28.5MFlat
- ShopifySHOP382,421 shares · 1.0% of their software · price +$6.4M$24.7M+$1.5M
- Roper Technologies, Inc.ROP46,197 shares · 0.9% of their software · price +$1.9M$22.2MFlat
- VeriskVRSK98,219 shares · 0.9% of their software · price +$3.4M$22.2M+$9.1M
- HubSpotHUBS30,347 shares · 0.7% of their software · price +$3.1M$16.1M−$1.3M
- Tyler TechnologiesTYL37,189 shares · 0.6% of their software · price +$2.3M$15.5M+$2.4M
- Block, Inc.XYZ192,562 shares · 0.5% of their software$12.8MFlat
- AtlassianTEAM75,360 shares · 0.5% of their software$12.6M+$7.8M
- ZoomZM181,322 shares · 0.5% of their software · price −$1.1M$12.3M+$2.3M
- CrowdStrikeCRWD82,200 shares · 0.5% of their software · price +$790K$12.1M+$1.1M
- OpenTextOTEX285,519 shares · 0.5% of their software · price +$857K$11.9M+$2.6M
- MongoDBMDB28,927 shares · 0.5% of their software · price +$5.1M$11.9M−$607K
- GoDaddyGDDY154,727 shares · 0.5% of their software$11.6M−$591K
- VeriSign, Inc.VRSN49,751 shares · 0.5% of their software · price +$728K$11.2MFlat
- SnowflakeSNOW57,012 shares · 0.4% of their software · price +$1.2M$10.0M+$1.3M
- Gen DigitalGEN517,727 shares · 0.4% of their software · price +$720K$9.6M−$867K
- PTCPTC64,156 shares · 0.4% of their software · price +$903K$9.1MFlat
- PalantirPLTR471,134 shares · 0.3% of their software · price +$3.2M$7.2MFlat
- BroadridgeBR41,849 shares · 0.3% of their software · price +$798K$6.9M−$1.5M
- ZoomInfoZI269,177 shares · 0.3% of their software$6.8M—
- DatadogDDOG63,466 shares · 0.3% of their software · price +$1.6M$6.2MFlat
- VeevaVEEV31,473 shares · 0.3% of their software$6.2M−$987K
- Check PointCHKP48,323 shares · 0.3% of their software$6.1M−$1.6M
- The Trade DeskTTD77,374 shares · 0.2% of their software · price +$1.3M$6.0MFlat
- Paychex, Inc.PAYX53,069 shares · 0.2% of their software$5.9MFlat
- CoStarCSGP66,594 shares · 0.2% of their software · price +$1.3M$5.9MFlat
- Fair IsaacFICO6,927 shares · 0.2% of their software · price +$738K$5.6MFlat
- ZscalerZS38,246 shares · 0.2% of their software · price +$1.1M$5.6MFlat
- CloudflareNET83,707 shares · 0.2% of their software$5.5M+$613K
- TrimbleTRMB99,656 shares · 0.2% of their software$5.3M+$616K
- AkamaiAKAM58,343 shares · 0.2% of their software · price +$675K$5.2M−$6.4M
- FactSetFDS12,523 shares · 0.2% of their software$5.0M−$953K
- QualysQLYS31,608 shares · 0.2% of their software$4.1MFlat
- OktaOKTA57,127 shares · 0.2% of their software · price −$965K$4.0MFlat
- SS&CSSNC53,576 shares · 0.1% of their software$3.2MFlat
- NetApp, Inc.NTAP39,249 shares · 0.1% of their software$3.0MFlat
- PaycomPAYC9,134 shares · 0.1% of their software$2.9MFlat
- TwilioTWLO45,230 shares · 0.1% of their software$2.9MFlat
- Grab Holdings LimitedGRAB805,016 shares · 0.1% of their software$2.8MFlat
- DynatraceDT52,789 shares · 0.1% of their software$2.7M+$767K
- DropboxDBX101,601 shares · 0.1% of their software · price +$513K$2.7M−$7.6M
- DocuSignDOCU50,659 shares · 0.1% of their software$2.6MFlat
- TenableTENB58,667 shares · 0.1% of their software$2.6MFlat
- Rapid7RPD48,844 shares · 0.1% of their software$2.2MFlat
- WixWIX27,822 shares · 0.1% of their software · price −$600K$2.2M+$1.7M
- SentinelOneS138,254 shares · 0.1% of their software$2.1M+$670K
- Manhattan AssociatesMANH10,416 shares · 0.1% of their software$2.1MFlat
- F5, Inc.FFIV12,986 shares · 0.1% of their software$1.9MFlat
- UnityU43,081 shares · 0.1% of their software$1.9MFlat
- Bentley SystemsBSY32,924 shares · 0.1% of their software$1.8MFlat
- BILLBILL15,193 shares · 0.1% of their software · price +$543K$1.8MFlat
- VaronisVRNS65,293 shares · 0.1% of their software$1.7MFlat
- ElasticESTC23,559 shares · 0.1% of their software$1.5MFlat
- PaylocityPCTY8,171 shares · 0.1% of their software$1.5MFlat
- CommvaultCVLT19,928 shares · 0.1% of their software$1.4MFlat
- NutanixNTNX49,574 shares · 0.1% of their software$1.4MFlat
- WEX Inc.WEX7,199 shares · 0.1% of their software$1.3MFlat
- ToastTOST56,633 shares · 0.1% of their software$1.3MFlat
- UiPathPATH74,008 shares · 0.1% of their software$1.2M+$1.3M
- SPS CommerceSPSC6,241 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX14,793 shares · 0.0% of their software$1.2M−$2.4M
- Five9FIVN12,649 shares · 0.0% of their software$1.0MFlat
- monday.comMNDY5,910 shares · 0.0% of their software$1.0MNew · +$844K
- TeradataTDC18,870 shares · 0.0% of their software$1.0MFlat
- GuidewireGWRE13,028 shares · 0.0% of their software$991KFlat
- BoxBOX30,469 shares · 0.0% of their software$895KFlat
- WorkivaWK8,545 shares · 0.0% of their software$869KFlat
- MorningstarMORN4,415 shares · 0.0% of their software$866KFlat
- ProcorePCOR12,433 shares · 0.0% of their software$809K+$517K
- Euronet Worldwide, Inc.EEFT6,429 shares · 0.0% of their software$755KFlat
- SchrödingerSDGR14,225 shares · 0.0% of their software$710KFlat
- DoubleVerifyDV17,703 shares · 0.0% of their software$689KFlat
- ProgressPRGS11,676 shares · 0.0% of their software$678KFlat
- Commerce.com, Inc.CMRC66,247 shares · 0.0% of their software$659KFlat
- DoximityDOCS19,256 shares · 0.0% of their software$655KFlat
- BlackLineBL11,698 shares · 0.0% of their software$630KFlat
- AppLovinAPP24,452 shares · 0.0% of their software$629KFlat
- DuolingoDUOL4,315 shares · 0.0% of their software$617KFlat
- BlackbaudBLKB8,063 shares · 0.0% of their software$574KFlat
- GitLabGTLB10,993 shares · 0.0% of their software$562KFlat
- SamsaraIOT19,965 shares · 0.0% of their software$553KFlat
- Lyft, Inc.LYFT57,064 shares · 0.0% of their software$547KFlat
- AppFolioAPPF3,085 shares · 0.0% of their software$531KFlat
- BlackBerry LimitedBB94,418 shares · 0.0% of their software$524KFlat
- Strategy IncMSTR1,523 shares · 0.0% of their software$522KFlat
- Calix, Inc.CALX10,360 shares · 0.0% of their software$517KFlat
- InterDigital, Inc.IDCC5,078 shares · 0.0% of their software$490KFlat
- Alarm.com Holdings, Inc.ALRM9,131 shares · 0.0% of their software$472KFlat
- FreshworksFRSH25,349 shares · 0.0% of their software$446KFlat
- FlywireFLYW14,314 shares · 0.0% of their software$444KFlat
- Shift4 Payments, Inc.FOUR6,516 shares · 0.0% of their software$443KFlat
- C3.aiAI12,086 shares · 0.0% of their software$440KFlat
- LightspeedLSPD24,641 shares · 0.0% of their software$417KFlat
- RingCentralRNG12,656 shares · 0.0% of their software$414KFlat
- EVERTEC, Inc.EVTC11,009 shares · 0.0% of their software$405KFlat
- Sprout SocialSPT8,726 shares · 0.0% of their software$403KFlat
- Remitly Global, Inc.RELY21,214 shares · 0.0% of their software$399KFlat
- PegasystemsPEGA8,069 shares · 0.0% of their software$398KFlat
- ACI WorldwideACIW17,103 shares · 0.0% of their software$396KFlat
- DigitalOceanDOCN9,793 shares · 0.0% of their software$393KFlat
- CertaraCERT20,635 shares · 0.0% of their software$376KFlat
- Alight, Inc.ALIT38,891 shares · 0.0% of their software$359KFlat
- BrazeBRZE7,994 shares · 0.0% of their software$350KFlat
- NetScout Systems, Inc.NTCT10,833 shares · 0.0% of their software$335KFlat
- CCC Intelligent Solutions Holdings Inc.CCC29,238 shares · 0.0% of their software$328KFlat
- LiveRamp Holdings, Inc.RAMP11,382 shares · 0.0% of their software$325KFlat
- Upbound Group, Inc.UPBD9,682 shares · 0.0% of their software$301KFlat
- Agilysys, Inc.AGYS4,239 shares · 0.0% of their software$291KFlat
- MagniteMGNI20,422 shares · 0.0% of their software$279KFlat
- Clear Secure, Inc.YOU11,744 shares · 0.0% of their software$272KFlat
- JFrogFROG9,407 shares · 0.0% of their software$261KFlat
- Payoneer Global Inc.PAYO52,393 shares · 0.0% of their software$252KFlat
- PagerDutyPD11,205 shares · 0.0% of their software$252KFlat
- PhreesiaPHR7,915 shares · 0.0% of their software$245KFlat
- AsanaASAN10,937 shares · 0.0% of their software$241KFlat
- PDF Solutions, Inc.PDFS5,279 shares · 0.0% of their software$238KFlat
- nCinoNCNO7,586 shares · 0.0% of their software$228KFlat
- SprinklrCXM16,482 shares · 0.0% of their software$228KFlat
- Q2QTWO7,316 shares · 0.0% of their software$226KFlat
- ePlus inc.PLUS3,812 shares · 0.0% of their software$215KFlat
- Donnelley Financial Solutions, Inc.DFIN4,656 shares · 0.0% of their software$212KFlat
- FastlyFSLY13,378 shares · 0.0% of their software$211KFlat
- Radware Ltd.RDWR10,799 shares · 0.0% of their software$209KFlat
- Zeta GlobalZETA24,289 shares · 0.0% of their software$207KFlat
- Clearwater AnalyticsCWAN13,020 shares · 0.0% of their software$207K—
- YextYEXT17,930 shares · 0.0% of their software$203KFlat
- AppianAPPN4,180 shares · 0.0% of their software$199KFlat
- PAR Technology CorporationPAR5,440 shares · 0.0% of their software$179KFlat
- Digital TurbineAPPS19,301 shares · 0.0% of their software$179KFlat
- CourseraCOUR13,587 shares · 0.0% of their software$177KFlat
- N-ableNABL11,377 shares · 0.0% of their software$164KFlat
- Cerence Inc.CRNC5,524 shares · 0.0% of their software$161KFlat
- International Money Express, Inc.IMXI6,486 shares · 0.0% of their software$159KFlat
- Repay Holdings CorporationRPAY19,792 shares · 0.0% of their software$155KFlat
- Health CatalystHCAT12,255 shares · 0.0% of their software$153KFlat
- Adeia Inc.ADEA13,412 shares · 0.0% of their software$148KFlat
- AvePointAVPT24,777 shares · 0.0% of their software$143KFlat
- A10 Networks, Inc.ATEN9,434 shares · 0.0% of their software$138KFlat
- SmartRent, Inc.SMRT34,261 shares · 0.0% of their software$131KFlat
- VertexVERX6,725 shares · 0.0% of their software$131KFlat
- Thryv Holdings, Inc.THRY5,249 shares · 0.0% of their software$129KFlat
- Nayax Ltd.NYAX6,816 shares · 0.0% of their software$129KFlat
- Sabre CorporationSABR37,261 shares · 0.0% of their software$119KFlat
- AlkamiALKT7,246 shares · 0.0% of their software$119KFlat
- DoceboDCBO2,710 shares · 0.0% of their software$107KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$107KFlat
- SoundHound AI, Inc.SOUN22,677 shares · 0.0% of their software$103KNew · Flat
- SemrushSEMR10,470 shares · 0.0% of their software$100KFlat
- CS Disco, Inc.LAW12,178 shares · 0.0% of their software$100KFlat
- Intapp, Inc.INTA2,269 shares · 0.0% of their software$95KFlat
- Xperi Inc.XPER6,973 shares · 0.0% of their software$92KFlat
- Riskified Ltd.RSKD18,473 shares · 0.0% of their software$90KFlat
- AmplitudeAMPL7,831 shares · 0.0% of their software$86KFlat
- Simulations PlusSLP1,979 shares · 0.0% of their software$86KFlat
- i3 Verticals, Inc.IIIV3,647 shares · 0.0% of their software$83KFlat
- 8x8EGHT19,603 shares · 0.0% of their software$83KFlat
- Expensify, Inc.EXFY9,772 shares · 0.0% of their software$78KNew · Flat
- Cellebrite DI Ltd.CLBT10,419 shares · 0.0% of their software$75KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$67KFlat
- StoneCo Ltd.STNE4,745 shares · 0.0% of their software$60KFlat
- Bandwidth Inc.BAND4,256 shares · 0.0% of their software$58KFlat
- Definitive HealthcareDH5,232 shares · 0.0% of their software$58KFlat
- DomoDOMO3,755 shares · 0.0% of their software$55KFlat
- Rimini Street, Inc.RMNI11,170 shares · 0.0% of their software$54KFlat
- Consensus Cloud Solutions, Inc.CCSI1,633 shares · 0.0% of their software$51KFlat
- OneSpan Inc.OSPN3,153 shares · 0.0% of their software$47KFlat
- Ribbon Communications Inc.RBBN12,942 shares · 0.0% of their software$36KFlat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$12KFlat
- Sportradar Group AGSRAD345 shares · 0.0% of their software$4KFlat
- PaymentusPAY157 shares · 0.0% of their software$2KFlat
- Full Truck Alliance Co. Ltd.YMM77 shares · 0.0% of their software$479Flat