Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q4 2023 · compared with Q3 2023
- Software
- $3.1B
- Weight of 13F
- 11.8%
- Names
- 183
- Net bought
- +$136M
Filed 30 January 2024 · SEC filing.
2,666 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
- MicrosoftMSFT3,797,891 shares · 46.6% of their software · price +$229M$1.4B+$15.6M
- AdobeADBE364,456 shares · 7.1% of their software · price +$31.6M$217M−$3.6M
- SynopsysSNPS281,206 shares · 4.7% of their software · price +$15.7M$145M+$6.2M
- SalesforceCRM481,024 shares · 4.1% of their software · price +$29.0M$127M+$32.3M
- IntuitINTU164,823 shares · 3.4% of their software · price +$18.8M$103M+$3.4M
- ServiceNowNOW111,986 shares · 2.6% of their software · price +$16.5M$79.1M+$19.8M
- Palo Alto NetworksPANW265,930 shares · 2.6% of their software · price +$16.1M$78.4M+$7.6M
- FortinetFTNT1,213,826 shares · 2.3% of their software$71.0M+$19.0M
- Uber Technologies, Inc.UBER978,355 shares · 2.0% of their software · price +$15.2M$60.2M−$1.0M
- Automatic Data Processing, Inc.ADP223,944 shares · 1.7% of their software · price −$1.7M$52.2M+$17.3M
- AutodeskADSK205,834 shares · 1.6% of their software · price +$7.5M$50.1M+$9.4M
- OracleORCL325,075 shares · 1.1% of their software$34.3M−$4.0M
- CadenceCDNS118,688 shares · 1.1% of their software · price +$4.5M$32.3M−$989K
- ShopifySHOP412,878 shares · 1.0% of their software · price +$9.6M$32.2M+$1.3M
- Fiserv, Inc.FISV218,624 shares · 0.9% of their software · price +$4.3M$29.0M−$9.4M
- VeriskVRSK110,039 shares · 0.9% of their software$26.3MFlat
- BroadridgeBR117,069 shares · 0.8% of their software · price +$3.1M$24.1M+$1.5M
- Roper Technologies, Inc.ROP42,362 shares · 0.8% of their software · price +$2.6M$23.1M−$2.3M
- WorkdayWDAY73,901 shares · 0.7% of their software · price +$4.5M$20.4M−$22.7M
- HubSpotHUBS33,126 shares · 0.6% of their software · price +$2.9M$19.2M+$517K
- AkamaiAKAM160,756 shares · 0.6% of their software · price +$1.9M$19.0M+$11.1M
- CrowdStrikeCRWD68,842 shares · 0.6% of their software · price +$6.1M$17.6M−$698K
- Block, Inc.XYZ219,993 shares · 0.6% of their software · price +$7.3M$17.0M+$992K
- Tyler TechnologiesTYL40,001 shares · 0.5% of their software · price +$1.3M$16.7MFlat
- PTCPTC88,373 shares · 0.5% of their software · price +$2.9M$15.5M+$8.4M
- Gen DigitalGEN672,682 shares · 0.5% of their software · price +$3.5M$15.4M+$2.5M
- ZscalerZS68,767 shares · 0.5% of their software · price +$4.5M$15.2M+$5.1M
- Bentley SystemsBSY273,416 shares · 0.5% of their software · price +$552K$14.3M+$11.6M
- SnowflakeSNOW63,325 shares · 0.4% of their software · price +$2.9M$12.6M+$623K
- NetApp, Inc.NTAP140,993 shares · 0.4% of their software · price +$1.7M$12.4M+$5.8M
- Fair IsaacFICO10,491 shares · 0.4% of their software · price +$3.1M$12.2M+$5.3M
- Paychex, Inc.PAYX96,795 shares · 0.4% of their software$11.5M+$4.6M
- VeevaVEEV57,203 shares · 0.4% of their software · price −$625K$11.0M+$4.7M
- CoStarCSGP122,728 shares · 0.3% of their software · price +$1.3M$10.7M+$4.0M
- Check PointCHKP61,013 shares · 0.3% of their software · price +$1.2M$9.3M+$927K
- PalantirPLTR452,762 shares · 0.3% of their software · price +$530K$7.8MFlat
- DatadogDDOG63,176 shares · 0.2% of their software · price +$1.9M$7.7MFlat
- OpenTextOTEX181,243 shares · 0.2% of their software · price +$1.3M$7.7M−$5.0M
- FactSetFDS16,020 shares · 0.2% of their software · price +$637K$7.6MFlat
- DropboxDBX246,292 shares · 0.2% of their software · price +$554K$7.3MFlat
- AtlassianTEAM29,111 shares · 0.2% of their software · price +$1.1M$6.9M−$9.9M
- OktaOKTA70,751 shares · 0.2% of their software · price +$638K$6.4MFlat
- CloudflareNET74,924 shares · 0.2% of their software · price +$1.5M$6.2MFlat
- QualysQLYS30,868 shares · 0.2% of their software · price +$1.3M$6.1MFlat
- ZoomZM83,410 shares · 0.2% of their software$6.0M−$7.2M
- The Trade DeskTTD80,720 shares · 0.2% of their software$5.8MFlat
- MongoDBMDB13,572 shares · 0.2% of their software · price +$855K$5.5M−$5.7M
- PaycomPAYC21,674 shares · 0.1% of their software · price −$1.1M$4.5M+$3.3M
- ElasticESTC38,817 shares · 0.1% of their software · price +$1.2M$4.4MFlat
- VeriSign, Inc.VRSN20,568 shares · 0.1% of their software$4.2MFlat
- WixWIX34,068 shares · 0.1% of their software · price +$1.1M$4.2M+$1.3M
- SS&CSSNC68,260 shares · 0.1% of their software · price +$585K$4.2M+$713K
- SentinelOneS137,735 shares · 0.1% of their software · price +$1.5M$3.8MFlat
- TwilioTWLO47,053 shares · 0.1% of their software · price +$816K$3.6MFlat
- GoDaddyGDDY32,148 shares · 0.1% of their software · price +$1.0M$3.4MFlat
- TrimbleTRMB62,942 shares · 0.1% of their software$3.3M−$2.5M
- VaronisVRNS64,582 shares · 0.1% of their software · price +$952K$2.9MFlat
- F5, Inc.FFIV15,636 shares · 0.1% of their software$2.8MFlat
- TenableTENB57,076 shares · 0.1% of their software$2.6MFlat
- PaylocityPCTY15,771 shares · 0.1% of their software$2.6M+$1.4M
- NutanixNTNX52,522 shares · 0.1% of their software · price +$673K$2.5MFlat
- DynatraceDT43,824 shares · 0.1% of their software$2.4MFlat
- UiPathPATH92,231 shares · 0.1% of their software · price +$713K$2.3MFlat
- Manhattan AssociatesMANH10,581 shares · 0.1% of their software$2.3M+$521K
- monday.comMNDY12,061 shares · 0.1% of their software$2.3MFlat
- DocuSignDOCU37,715 shares · 0.1% of their software · price +$658K$2.2MFlat
- Rapid7RPD38,527 shares · 0.1% of their software$2.2MFlat
- UnityU49,313 shares · 0.1% of their software$2.0MFlat
- Grab Holdings LimitedGRAB554,371 shares · 0.1% of their software$1.9M−$759K
- GuidewireGWRE16,842 shares · 0.1% of their software$1.8MFlat
- WEX Inc.WEX9,197 shares · 0.1% of their software$1.8MFlat
- MorningstarMORN5,614 shares · 0.1% of their software$1.6MFlat
- SPS CommerceSPSC8,113 shares · 0.1% of their software$1.6MFlat
- Strategy IncMSTR2,482 shares · 0.1% of their software · price +$753K$1.6MFlat
- CommvaultCVLT18,584 shares · 0.0% of their software$1.5MFlat
- BILLBILL17,156 shares · 0.0% of their software$1.4MFlat
- ProcorePCOR18,584 shares · 0.0% of their software$1.3MFlat
- DuolingoDUOL5,500 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX14,396 shares · 0.0% of their software$1.2MFlat
- Five9FIVN15,182 shares · 0.0% of their software$1.2MFlat
- TeradataTDC27,253 shares · 0.0% of their software$1.2MFlat
- ZoomInfoZI60,071 shares · 0.0% of their software$1.1M—
- ToastTOST59,210 shares · 0.0% of their software$1.1MFlat
- GitLabGTLB16,537 shares · 0.0% of their software$1.0MFlat
- WorkivaWK10,195 shares · 0.0% of their software$1.0MFlat
- AppLovinAPP25,227 shares · 0.0% of their software$1.0MFlat
- DoubleVerifyDV26,963 shares · 0.0% of their software$992KFlat
- Global-EGLBE24,879 shares · 0.0% of their software$986K+$814K
- Lyft, Inc.LYFT61,415 shares · 0.0% of their software$921KFlat
- Euronet Worldwide, Inc.EEFT8,333 shares · 0.0% of their software$846KFlat
- BlackbaudBLKB9,192 shares · 0.0% of their software$797KFlat
- BoxBOX31,011 shares · 0.0% of their software$794KFlat
- AppFolioAPPF4,369 shares · 0.0% of their software$757KFlat
- Alarm.com Holdings, Inc.ALRM11,701 shares · 0.0% of their software$756KFlat
- BlackLineBL11,682 shares · 0.0% of their software$729KFlat
- ACI WorldwideACIW23,509 shares · 0.0% of their software$719KFlat
- DoximityDOCS25,090 shares · 0.0% of their software$704KFlat
- Sprout SocialSPT11,046 shares · 0.0% of their software$679KFlat
- FreshworksFRSH27,867 shares · 0.0% of their software$655KFlat
- Shift4 Payments, Inc.FOUR8,668 shares · 0.0% of their software$644KFlat
- EVERTEC, Inc.EVTC15,535 shares · 0.0% of their software$636KFlat
- PegasystemsPEGA13,002 shares · 0.0% of their software$635KFlat
- InterDigital, Inc.IDCC5,758 shares · 0.0% of their software$625KFlat
- C3.aiAI21,374 shares · 0.0% of their software$614KFlat
- SchrödingerSDGR17,048 shares · 0.0% of their software$610KFlat
- LightspeedLSPD28,372 shares · 0.0% of their software$599KFlat
- BrazeBRZE11,112 shares · 0.0% of their software$590KFlat
- RingCentralRNG17,177 shares · 0.0% of their software$583KFlat
- JFrogFROG16,805 shares · 0.0% of their software$582KFlat
- Q2QTWO12,973 shares · 0.0% of their software$563KFlat
- LiveRamp Holdings, Inc.RAMP14,649 shares · 0.0% of their software$555KFlat
- FlywireFLYW23,788 shares · 0.0% of their software$551KFlat
- ProgressPRGS9,901 shares · 0.0% of their software$538KFlat
- Alight, Inc.ALIT60,077 shares · 0.0% of their software$512KFlat
- Remitly Global, Inc.RELY25,848 shares · 0.0% of their software$502KFlat
- FastlyFSLY27,006 shares · 0.0% of their software$481KFlat
- Calix, Inc.CALX10,810 shares · 0.0% of their software$472KFlat
- ePlus inc.PLUS5,612 shares · 0.0% of their software$448KFlat
- CCC Intelligent Solutions Holdings Inc.CCC38,388 shares · 0.0% of their software$437KFlat
- BlackBerry LimitedBB121,509 shares · 0.0% of their software$433KFlat
- Clearwater AnalyticsCWAN21,424 shares · 0.0% of their software$429K—
- CourseraCOUR21,528 shares · 0.0% of their software$417KFlat
- PagerDutyPD17,404 shares · 0.0% of their software$403KFlat
- Upbound Group, Inc.UPBD11,539 shares · 0.0% of their software$392KFlat
- Donnelley Financial Solutions, Inc.DFIN6,184 shares · 0.0% of their software$386KFlat
- AsanaASAN19,499 shares · 0.0% of their software$371KFlat
- Adeia Inc.ADEA28,931 shares · 0.0% of their software$358KFlat
- DigitalOceanDOCN9,622 shares · 0.0% of their software$353KFlat
- CertaraCERT19,854 shares · 0.0% of their software$349KFlat
- NCR Atleos CorporationNATL13,923 shares · 0.0% of their software$338KNew · Flat
- Payoneer Global Inc.PAYO64,796 shares · 0.0% of their software$338KFlat
- AppianAPPN8,670 shares · 0.0% of their software$327KFlat
- SprinklrCXM26,061 shares · 0.0% of their software$314KFlat
- NetScout Systems, Inc.NTCT13,908 shares · 0.0% of their software$305KFlat
- PhreesiaPHR12,757 shares · 0.0% of their software$295KFlat
- nCinoNCNO8,542 shares · 0.0% of their software$287KFlat
- Agilysys, Inc.AGYS3,297 shares · 0.0% of their software$280KFlat
- Sportradar Group AGSRAD23,529 shares · 0.0% of their software$260KFlat
- Clear Secure, Inc.YOU12,491 shares · 0.0% of their software$258KFlat
- PAR Technology CorporationPAR5,908 shares · 0.0% of their software$257KFlat
- YextYEXT43,377 shares · 0.0% of their software$255KFlat
- A10 Networks, Inc.ATEN19,367 shares · 0.0% of their software$255KFlat
- Zeta GlobalZETA28,847 shares · 0.0% of their software$254KFlat
- N-ableNABL18,472 shares · 0.0% of their software$245KFlat
- VertexVERX8,953 shares · 0.0% of their software$241KFlat
- AmplitudeAMPL18,594 shares · 0.0% of their software$237KFlat
- AvePointAVPT28,782 shares · 0.0% of their software$236KFlat
- Cellebrite DI Ltd.CLBT26,862 shares · 0.0% of their software$233KFlat
- MagniteMGNI24,835 shares · 0.0% of their software$232KFlat
- Sabre CorporationSABR50,263 shares · 0.0% of their software$221KFlat
- Intapp, Inc.INTA5,419 shares · 0.0% of their software$206KFlat
- DoceboDCBO4,238 shares · 0.0% of their software$206KFlat
- Radware Ltd.RDWR11,064 shares · 0.0% of their software$185KFlat
- Thryv Holdings, Inc.THRY8,647 shares · 0.0% of their software$176KFlat
- Cerence Inc.CRNC8,829 shares · 0.0% of their software$174KFlat
- PDF Solutions, Inc.PDFS5,014 shares · 0.0% of their software$161KFlat
- Definitive HealthcareDH16,209 shares · 0.0% of their software$161KFlat
- International Money Express, Inc.IMXI7,271 shares · 0.0% of their software$161KFlat
- AlkamiALKT6,443 shares · 0.0% of their software$156KFlat
- Simulations PlusSLP3,446 shares · 0.0% of their software$154KFlat
- Repay Holdings CorporationRPAY16,967 shares · 0.0% of their software$145KFlat
- Health CatalystHCAT15,072 shares · 0.0% of their software$140KFlat
- Digital TurbineAPPS19,301 shares · 0.0% of their software$132KFlat
- Nayax Ltd.NYAX6,816 shares · 0.0% of their software$130KFlat
- Commerce.com, Inc.CMRC12,973 shares · 0.0% of their software$126K−$586K
- Riskified Ltd.RSKD26,082 shares · 0.0% of their software$122KFlat
- CS Disco, Inc.LAW15,778 shares · 0.0% of their software$120KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$119K—
- Xperi Inc.XPER10,235 shares · 0.0% of their software$113KFlat
- i3 Verticals, Inc.IIIV4,992 shares · 0.0% of their software$106KFlat
- SoundHound AI, Inc.SOUN45,840 shares · 0.0% of their software$97KFlat
- Consensus Cloud Solutions, Inc.CCSI3,706 shares · 0.0% of their software$97KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$95KFlat
- PaymentusPAY4,786 shares · 0.0% of their software$86KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$80KFlat
- SmartRent, Inc.SMRT23,822 shares · 0.0% of their software$76KFlat
- StoneCo Ltd.STNE3,949 shares · 0.0% of their software$71KFlat
- DomoDOMO5,967 shares · 0.0% of their software$61K—
- OneSpan Inc.OSPN5,180 shares · 0.0% of their software$56KFlat
- SamsaraIOT1,575 shares · 0.0% of their software$53KFlat
- Ribbon Communications Inc.RBBN12,942 shares · 0.0% of their software$38KFlat
- Full Truck Alliance Co. Ltd.YMM77 shares · 0.0% of their software$540Flat
- Kingsoft Cloud Holdings LimitedKC16 shares · 0.0% of their software$60Flat