Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q1 2024 · compared with Q4 2023
- Software
- $3.3B
- Weight of 13F
- 11.7%
- Names
- 186
- Net bought
- +$35.0M
Filed 25 April 2024 · SEC filing.
2,646 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
- MicrosoftMSFT3,803,670 shares · 47.8% of their software · price +$170M$1.6BFlat
- AdobeADBE323,367 shares · 4.9% of their software · price −$29.7M$163M−$24.5M
- SynopsysSNPS278,221 shares · 4.7% of their software · price +$15.7M$159M−$1.5M
- SalesforceCRM490,959 shares · 4.4% of their software · price +$18.7M$148M+$2.6M
- IntuitINTU159,194 shares · 3.1% of their software · price +$4.0M$103M−$3.5M
- ServiceNowNOW116,282 shares · 2.6% of their software · price +$6.5M$88.7M+$3.0M
- FortinetFTNT1,216,373 shares · 2.5% of their software · price +$11.9M$83.1MFlat
- Uber Technologies, Inc.UBER896,729 shares · 2.1% of their software · price +$13.8M$69.0M−$5.0M
- Palo Alto NetworksPANW216,933 shares · 1.8% of their software · price −$2.3M$61.6M−$14.4M
- WorkdayWDAY225,666 shares · 1.8% of their software · price −$747K$61.6M+$41.9M
- Automatic Data Processing, Inc.ADP226,495 shares · 1.7% of their software · price +$3.8M$56.6M+$594K
- AutodeskADSK203,718 shares · 1.6% of their software · price +$3.5M$53.1M−$515K
- OracleORCL333,031 shares · 1.2% of their software · price +$6.7M$41.8M+$839K
- Fiserv, Inc.FISV216,777 shares · 1.0% of their software · price +$5.8M$34.6MFlat
- ShopifySHOP412,446 shares · 1.0% of their software$31.8MFlat
- ZscalerZS163,928 shares · 0.9% of their software · price −$4.7M$31.6M+$21.1M
- PTCPTC150,019 shares · 0.8% of their software · price +$2.1M$28.3M+$10.8M
- BroadridgeBR123,899 shares · 0.8% of their software$25.4M+$1.4M
- Roper Technologies, Inc.ROP41,117 shares · 0.7% of their software · price +$644K$23.1M−$679K
- AkamaiAKAM197,360 shares · 0.6% of their software · price −$1.9M$21.5M+$4.3M
- CrowdStrikeCRWD64,340 shares · 0.6% of their software · price +$4.2M$20.6M−$1.1M
- VeevaVEEV78,966 shares · 0.5% of their software · price +$3.1M$18.3M+$4.2M
- CadenceCDNS57,891 shares · 0.5% of their software · price +$2.3M$18.0M−$16.6M
- Block, Inc.XYZ197,222 shares · 0.5% of their software · price +$1.4M$16.7M−$1.8M
- HubSpotHUBS26,436 shares · 0.5% of their software · price +$1.2M$16.6M−$3.9M
- Bentley SystemsBSY310,235 shares · 0.5% of their software$16.2M+$1.9M
- Tyler TechnologiesTYL35,543 shares · 0.5% of their software$15.1M−$1.9M
- Gen DigitalGEN629,500 shares · 0.4% of their software$14.1M−$985K
- NetApp, Inc.NTAP133,095 shares · 0.4% of their software · price +$2.2M$14.0M−$696K
- TrimbleTRMB216,102 shares · 0.4% of their software · price +$2.4M$13.9M+$8.1M
- Fair IsaacFICO10,912 shares · 0.4% of their software · price +$934K$13.6MFlat
- Paychex, Inc.PAYX105,556 shares · 0.4% of their software$13.0M+$1.0M
- CoStarCSGP131,633 shares · 0.4% of their software · price +$1.2M$12.7M+$778K
- VeriskVRSK48,844 shares · 0.3% of their software$11.5M−$14.6M
- SnowflakeSNOW68,474 shares · 0.3% of their software · price −$2.6M$11.1M+$1.0M
- ZoomZM163,384 shares · 0.3% of their software · price −$1.1M$10.7M+$5.8M
- Check PointCHKP58,753 shares · 0.3% of their software · price +$659K$9.6MFlat
- PalantirPLTR415,362 shares · 0.3% of their software · price +$2.4M$9.6M−$642K
- DatadogDDOG63,184 shares · 0.2% of their software$7.8MFlat
- OktaOKTA70,256 shares · 0.2% of their software · price +$990K$7.4MFlat
- Corpay, Inc.CPAY23,007 shares · 0.2% of their software · price +$597K$7.1MNew · +$6.5M
- CloudflareNET73,005 shares · 0.2% of their software · price +$991K$7.1MFlat
- The Trade DeskTTD80,800 shares · 0.2% of their software · price +$1.2M$7.1MFlat
- DropboxDBX274,643 shares · 0.2% of their software · price −$1.4M$6.7M+$836K
- FactSetFDS13,263 shares · 0.2% of their software$6.0M−$1.3M
- UiPathPATH263,505 shares · 0.2% of their software · price −$572K$6.0M+$4.3M
- PaycomPAYC29,733 shares · 0.2% of their software$5.9M+$1.7M
- DynatraceDT126,381 shares · 0.2% of their software · price −$1.0M$5.9M+$4.5M
- AtlassianTEAM28,544 shares · 0.2% of their software · price −$1.2M$5.6MFlat
- QualysQLYS30,872 shares · 0.2% of their software · price −$908K$5.2MFlat
- Strategy IncMSTR2,939 shares · 0.1% of their software · price +$3.2M$5.0MFlat
- MongoDBMDB13,706 shares · 0.1% of their software · price −$688K$4.9MFlat
- WixWIX35,241 shares · 0.1% of their software · price +$510K$4.8MFlat
- SS&CSSNC71,192 shares · 0.1% of their software$4.6MFlat
- F5, Inc.FFIV23,441 shares · 0.1% of their software$4.4M+$1.4M
- VeriSign, Inc.VRSN21,086 shares · 0.1% of their software$4.0MFlat
- DocuSignDOCU65,857 shares · 0.1% of their software$3.9M+$1.7M
- TwilioTWLO59,715 shares · 0.1% of their software · price −$879K$3.7M+$961K
- PaylocityPCTY19,316 shares · 0.1% of their software$3.3M+$584K
- ElasticESTC31,562 shares · 0.1% of their software$3.2M−$818K
- Manhattan AssociatesMANH12,161 shares · 0.1% of their software$3.0MFlat
- NutanixNTNX48,659 shares · 0.1% of their software · price +$683K$3.0MFlat
- SentinelOneS128,522 shares · 0.1% of their software · price −$531K$3.0MFlat
- GoDaddyGDDY24,908 shares · 0.1% of their software$3.0M−$769K
- VaronisVRNS59,438 shares · 0.1% of their software$2.8MFlat
- TenableTENB55,956 shares · 0.1% of their software$2.8MFlat
- monday.comMNDY11,635 shares · 0.1% of their software$2.6MFlat
- Grab Holdings LimitedGRAB728,089 shares · 0.1% of their software$2.3M+$585K
- GuidewireGWRE19,193 shares · 0.1% of their software$2.2MFlat
- WEX Inc.WEX8,685 shares · 0.1% of their software$2.1MFlat
- OpenTextOTEX52,748 shares · 0.1% of their software$2.0M−$5.4M
- CommvaultCVLT19,331 shares · 0.1% of their software$2.0MFlat
- AppLovinAPP26,713 shares · 0.1% of their software · price +$785K$1.8MFlat
- ZoomInfoZI110,688 shares · 0.1% of their software$1.8M—
- WorkivaWK20,390 shares · 0.1% of their software$1.7M+$1.0M
- Rapid7RPD34,155 shares · 0.1% of their software$1.7MFlat
- MorningstarMORN5,271 shares · 0.0% of their software$1.6MFlat
- ProcorePCOR19,072 shares · 0.0% of their software$1.6MFlat
- SPS CommerceSPSC8,417 shares · 0.0% of their software$1.6MFlat
- ToastTOST62,028 shares · 0.0% of their software$1.5MFlat
- DescartesDSGX14,416 shares · 0.0% of their software$1.3MFlat
- UnityU48,104 shares · 0.0% of their software · price −$683K$1.3MFlat
- Global-EGLBE33,594 shares · 0.0% of their software$1.2MFlat
- BILLBILL16,407 shares · 0.0% of their software$1.1MFlat
- DuolingoDUOL5,080 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT56,326 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV28,237 shares · 0.0% of their software$993KFlat
- AppFolioAPPF4,008 shares · 0.0% of their software$989KFlat
- GitLabGTLB16,537 shares · 0.0% of their software$964KFlat
- TeradataTDC24,013 shares · 0.0% of their software$929KFlat
- Five9FIVN14,439 shares · 0.0% of their software$897KFlat
- JFrogFROG18,192 shares · 0.0% of their software$804KFlat
- Euronet Worldwide, Inc.EEFT7,221 shares · 0.0% of their software$794KFlat
- SamsaraIOT20,894 shares · 0.0% of their software$790K+$645K
- BoxBOX27,755 shares · 0.0% of their software$786KFlat
- ACI WorldwideACIW23,509 shares · 0.0% of their software$781KFlat
- PegasystemsPEGA11,717 shares · 0.0% of their software$757KFlat
- Alarm.com Holdings, Inc.ALRM10,433 shares · 0.0% of their software$756KFlat
- BlackLineBL11,682 shares · 0.0% of their software$754KFlat
- BlackbaudBLKB9,192 shares · 0.0% of their software$681KFlat
- Alight, Inc.ALIT65,049 shares · 0.0% of their software$641KFlat
- Zeta GlobalZETA57,694 shares · 0.0% of their software$631KFlat
- Q2QTWO11,723 shares · 0.0% of their software$616KFlat
- InterDigital, Inc.IDCC5,758 shares · 0.0% of their software$613KFlat
- DoximityDOCS22,225 shares · 0.0% of their software$598KFlat
- FlywireFLYW23,788 shares · 0.0% of their software$590KFlat
- Sprout SocialSPT9,734 shares · 0.0% of their software$581KFlat
- C3.aiAI21,374 shares · 0.0% of their software$579KFlat
- Shift4 Payments, Inc.FOUR8,668 shares · 0.0% of their software$573KFlat
- RingCentralRNG16,041 shares · 0.0% of their software$557KFlat
- EVERTEC, Inc.EVTC13,544 shares · 0.0% of their software$540KFlat
- Remitly Global, Inc.RELY25,848 shares · 0.0% of their software$536KFlat
- ProgressPRGS9,901 shares · 0.0% of their software$528KFlat
- LiveRamp Holdings, Inc.RAMP14,875 shares · 0.0% of their software$513KFlat
- FreshworksFRSH27,867 shares · 0.0% of their software$507KFlat
- BrazeBRZE11,112 shares · 0.0% of their software$492KFlat
- ePlus inc.PLUS6,008 shares · 0.0% of their software$472KFlat
- CCC Intelligent Solutions Holdings Inc.CCC38,388 shares · 0.0% of their software$459KFlat
- YextYEXT75,548 shares · 0.0% of their software$456KFlat
- SchrödingerSDGR16,478 shares · 0.0% of their software$445KFlat
- LightspeedLSPD28,372 shares · 0.0% of their software$399KFlat
- PagerDutyPD17,290 shares · 0.0% of their software$392KFlat
- Donnelley Financial Solutions, Inc.DFIN6,184 shares · 0.0% of their software$383KFlat
- Clearwater AnalyticsCWAN21,424 shares · 0.0% of their software$379KFlat
- CertaraCERT19,854 shares · 0.0% of their software$355KFlat
- FastlyFSLY27,006 shares · 0.0% of their software$350KFlat
- Agilysys, Inc.AGYS4,012 shares · 0.0% of their software$338KFlat
- BlackBerry LimitedBB121,509 shares · 0.0% of their software$333KFlat
- AppianAPPN8,287 shares · 0.0% of their software$331KFlat
- DigitalOceanDOCN8,663 shares · 0.0% of their software$331KFlat
- SprinklrCXM26,955 shares · 0.0% of their software$331KFlat
- nCinoNCNO8,542 shares · 0.0% of their software$319KFlat
- Payoneer Global Inc.PAYO64,796 shares · 0.0% of their software$315KFlat
- NCR Atleos CorporationNATL15,785 shares · 0.0% of their software$312KFlat
- CourseraCOUR21,868 shares · 0.0% of their software$307KFlat
- PhreesiaPHR12,757 shares · 0.0% of their software$305KFlat
- Cellebrite DI Ltd.CLBT26,862 shares · 0.0% of their software$298KFlat
- VertexVERX8,953 shares · 0.0% of their software$284KFlat
- Calix, Inc.CALX8,519 shares · 0.0% of their software$282KFlat
- Upbound Group, Inc.UPBD8,010 shares · 0.0% of their software$282KFlat
- NetScout Systems, Inc.NTCT12,242 shares · 0.0% of their software$267KFlat
- MagniteMGNI24,835 shares · 0.0% of their software$267KFlat
- Clear Secure, Inc.YOU12,491 shares · 0.0% of their software$266KFlat
- A10 Networks, Inc.ATEN19,367 shares · 0.0% of their software$265KFlat
- Xperi Inc.XPER20,470 shares · 0.0% of their software$247KFlat
- Repay Holdings CorporationRPAY22,353 shares · 0.0% of their software$246KFlat
- N-ableNABL18,472 shares · 0.0% of their software$241KFlat
- Adeia Inc.ADEA21,827 shares · 0.0% of their software$238KFlat
- Riskified Ltd.RSKD43,848 shares · 0.0% of their software$237KFlat
- AsanaASAN15,276 shares · 0.0% of their software$237KFlat
- AvePointAVPT28,782 shares · 0.0% of their software$228KFlat
- SoundHound AI, Inc.SOUN36,138 shares · 0.0% of their software$213KFlat
- DoceboDCBO4,238 shares · 0.0% of their software$207KFlat
- AmplitudeAMPL18,594 shares · 0.0% of their software$202KFlat
- Intapp, Inc.INTA5,419 shares · 0.0% of their software$186KFlat
- PAR Technology CorporationPAR4,097 shares · 0.0% of their software$186KFlat
- Nayax Ltd.NYAX6,816 shares · 0.0% of their software$180KFlat
- PDF Solutions, Inc.PDFS5,014 shares · 0.0% of their software$169KFlat
- Radware Ltd.RDWR8,891 shares · 0.0% of their software$166KFlat
- International Money Express, Inc.IMXI7,271 shares · 0.0% of their software$166KFlat
- Sportradar Group AGSRAD14,228 shares · 0.0% of their software$166KFlat
- AlkamiALKT6,443 shares · 0.0% of their software$158KFlat
- Simulations PlusSLP3,446 shares · 0.0% of their software$142KFlat
- Cerence Inc.CRNC8,829 shares · 0.0% of their software$139KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$139KFlat
- Definitive HealthcareDH16,209 shares · 0.0% of their software$131KFlat
- CS Disco, Inc.LAW15,778 shares · 0.0% of their software$128KFlat
- Sabre CorporationSABR50,263 shares · 0.0% of their software$122KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$116KFlat
- i3 Verticals, Inc.IIIV4,992 shares · 0.0% of their software$114KFlat
- Health CatalystHCAT15,072 shares · 0.0% of their software$113KFlat
- PaymentusPAY4,786 shares · 0.0% of their software$109KFlat
- Thryv Holdings, Inc.THRY4,218 shares · 0.0% of their software$94KFlat
- Commerce.com, Inc.CMRC12,973 shares · 0.0% of their software$89KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$87KFlat
- Ribbon Communications Inc.RBBN23,400 shares · 0.0% of their software$75KFlat
- SmartRent, Inc.SMRT23,822 shares · 0.0% of their software$64KFlat
- OneSpan Inc.OSPN5,180 shares · 0.0% of their software$60KFlat
- Consensus Cloud Solutions, Inc.CCSI3,706 shares · 0.0% of their software$59KFlat
- StoneCo Ltd.STNE3,244 shares · 0.0% of their software$54KFlat
- DomoDOMO5,967 shares · 0.0% of their software$53KFlat
- KlaviyoKVYO1,735 shares · 0.0% of their software$44KNew · Flat
- Diebold Nixdorf, IncorporatedDBD1,194 shares · 0.0% of their software$41KNew · Flat
- Digital TurbineAPPS13,410 shares · 0.0% of their software$35KFlat
- Full Truck Alliance Co. Ltd.YMM77 shares · 0.0% of their software$560Flat
- Kingsoft Cloud Holdings LimitedKC16 shares · 0.0% of their software$49Flat