Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2024 · compared with Q1 2024
- Software
- $3.4B
- Weight of 13F
- 11.2%
- Names
- 181
- Net bought
- +$13.2M
Filed 29 July 2024 · SEC filing.
2,578 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
- MicrosoftMSFT4,031,145 shares · 52.5% of their software · price +$106M$1.8B+$95.7M
- SynopsysSNPS250,807 shares · 4.3% of their software · price +$5.9M$149M−$15.7M
- SalesforceCRM528,394 shares · 4.0% of their software · price −$23.3M$136M+$11.3M
- AdobeADBE230,128 shares · 3.7% of their software · price +$11.7M$128M−$47.0M
- IntuitINTU170,993 shares · 3.3% of their software · price +$1.2M$112M+$7.7M
- ServiceNowNOW106,142 shares · 2.4% of their software · price +$2.6M$83.5M−$7.7M
- Palo Alto NetworksPANW235,133 shares · 2.3% of their software · price +$12.9M$79.7M+$5.2M
- Uber Technologies, Inc.UBER825,995 shares · 1.7% of their software · price −$3.6M$60.0M−$5.4M
- Automatic Data Processing, Inc.ADP246,871 shares · 1.7% of their software · price −$2.7M$58.9M+$5.1M
- OracleORCL384,650 shares · 1.6% of their software · price +$6.0M$54.3M+$6.5M
- FortinetFTNT719,292 shares · 1.3% of their software · price −$5.8M$43.4M−$34.0M
- PTCPTC185,511 shares · 1.0% of their software · price −$1.3M$33.7M+$6.7M
- Fiserv, Inc.FISV218,950 shares · 1.0% of their software · price −$2.4M$32.6MFlat
- AutodeskADSK127,600 shares · 0.9% of their software · price −$1.7M$31.6M−$19.8M
- CrowdStrikeCRWD78,125 shares · 0.9% of their software · price +$4.9M$29.9M+$4.4M
- ShopifySHOP446,011 shares · 0.9% of their software · price −$5.0M$29.5M+$2.6M
- BroadridgeBR120,396 shares · 0.7% of their software · price −$946K$23.7M−$718K
- Roper Technologies, Inc.ROP40,195 shares · 0.7% of their software$22.7M−$517K
- NetApp, Inc.NTAP173,971 shares · 0.7% of their software · price +$4.1M$22.4M+$4.3M
- WorkdayWDAY98,521 shares · 0.6% of their software · price −$4.8M$22.0M−$34.7M
- AkamaiAKAM238,492 shares · 0.6% of their software · price −$4.5M$21.5M+$4.5M
- Paychex, Inc.PAYX170,744 shares · 0.6% of their software · price −$724K$20.2M+$8.0M
- Fair IsaacFICO13,124 shares · 0.6% of their software · price +$3.1M$19.5M+$2.8M
- Tyler TechnologiesTYL36,672 shares · 0.5% of their software · price +$2.9M$18.4MFlat
- TrimbleTRMB325,704 shares · 0.5% of their software · price −$2.7M$18.2M+$7.1M
- VeriskVRSK61,783 shares · 0.5% of their software · price +$2.1M$16.7M+$3.1M
- CadenceCDNS53,814 shares · 0.5% of their software$16.6M−$1.3M
- HubSpotHUBS27,924 shares · 0.5% of their software · price −$1.0M$16.5M+$932K
- DocuSignDOCU303,198 shares · 0.5% of their software · price −$1.8M$16.2M+$14.1M
- Gen DigitalGEN643,860 shares · 0.5% of their software · price +$1.7M$16.1MFlat
- ZscalerZS77,823 shares · 0.4% of their software$15.0M−$16.6M
- Block, Inc.XYZ211,785 shares · 0.4% of their software · price −$4.3M$13.7M+$1.2M
- CoStarCSGP163,689 shares · 0.4% of their software · price −$3.7M$12.1M+$3.1M
- VeevaVEEV66,220 shares · 0.4% of their software · price −$3.2M$12.1M−$3.0M
- PalantirPLTR440,458 shares · 0.3% of their software · price +$1.0M$11.2M+$577K
- SnowflakeSNOW80,455 shares · 0.3% of their software · price −$2.1M$10.9M+$1.9M
- OktaOKTA110,308 shares · 0.3% of their software · price −$1.2M$10.3M+$4.2M
- Check PointCHKP60,368 shares · 0.3% of their software$10.0MFlat
- DatadogDDOG69,098 shares · 0.3% of their software$9.0M+$731K
- The Trade DeskTTD88,963 shares · 0.3% of their software · price +$912K$8.7M+$714K
- DynatraceDT186,772 shares · 0.2% of their software$8.4M+$2.8M
- VeriSign, Inc.VRSN41,768 shares · 0.2% of their software$7.4M+$3.9M
- CloudflareNET82,158 shares · 0.2% of their software · price −$1.2M$6.8M+$886K
- Manhattan AssociatesMANH26,265 shares · 0.2% of their software$6.5M+$3.5M
- FactSetFDS14,938 shares · 0.2% of their software · price −$689K$6.1M+$761K
- AtlassianTEAM32,502 shares · 0.2% of their software · price −$593K$5.7M+$772K
- Bentley SystemsBSY114,716 shares · 0.2% of their software$5.7M−$10.2M
- WixWIX33,183 shares · 0.2% of their software · price +$716K$5.3MFlat
- DescartesDSGX46,822 shares · 0.1% of their software$4.5M+$3.0M
- F5, Inc.FFIV25,968 shares · 0.1% of their software$4.5MFlat
- ZoomZM73,904 shares · 0.1% of their software$4.4M−$5.8M
- SS&CSSNC68,397 shares · 0.1% of their software$4.3MFlat
- GoDaddyGDDY30,117 shares · 0.1% of their software · price +$633K$4.2M+$618K
- QualysQLYS28,838 shares · 0.1% of their software · price −$700K$4.1MFlat
- Strategy IncMSTR2,863 shares · 0.1% of their software · price −$936K$3.9MFlat
- PaycomPAYC26,329 shares · 0.1% of their software · price −$1.5M$3.8M−$677K
- ElasticESTC33,050 shares · 0.1% of their software$3.8MFlat
- monday.comMNDY14,417 shares · 0.1% of their software$3.5M+$628K
- TwilioTWLO60,602 shares · 0.1% of their software$3.4MFlat
- Grab Holdings LimitedGRAB958,770 shares · 0.1% of their software$3.4M+$724K
- Corpay, Inc.CPAY12,240 shares · 0.1% of their software · price −$516K$3.3M−$3.3M
- AppLovinAPP37,019 shares · 0.1% of their software · price +$518K$3.1M+$713K
- MongoDBMDB12,285 shares · 0.1% of their software · price −$1.3M$3.1M−$510K
- NutanixNTNX52,368 shares · 0.1% of their software$3.0MFlat
- GuidewireGWRE20,163 shares · 0.1% of their software$2.8MFlat
- VaronisVRNS57,239 shares · 0.1% of their software$2.7MFlat
- PaylocityPCTY19,551 shares · 0.1% of their software · price −$782K$2.6MFlat
- SentinelOneS122,299 shares · 0.1% of their software$2.6MFlat
- ToastTOST89,149 shares · 0.1% of their software$2.3M+$676K
- CommvaultCVLT18,638 shares · 0.1% of their software$2.3MFlat
- TenableTENB51,824 shares · 0.1% of their software$2.3MFlat
- DropboxDBX97,586 shares · 0.1% of their software$2.2M−$4.3M
- MorningstarMORN6,505 shares · 0.1% of their software$1.9MFlat
- ProcorePCOR25,442 shares · 0.0% of their software$1.7M+$523K
- WEX Inc.WEX9,237 shares · 0.0% of their software · price −$558K$1.6MFlat
- AppFolioAPPF6,276 shares · 0.0% of their software$1.5M+$560K
- SPS CommerceSPSC8,017 shares · 0.0% of their software$1.5MFlat
- SamsaraIOT44,498 shares · 0.0% of their software$1.5M+$892K
- OpenTextOTEX49,446 shares · 0.0% of their software$1.5MFlat
- Rapid7RPD31,113 shares · 0.0% of their software$1.3MFlat
- GitLabGTLB24,524 shares · 0.0% of their software$1.2MFlat
- UiPathPATH93,720 shares · 0.0% of their software · price −$936K$1.2M−$3.8M
- DuolingoDUOL5,510 shares · 0.0% of their software$1.1MFlat
- BILLBILL21,466 shares · 0.0% of their software$1.1MFlat
- Agilysys, Inc.AGYS10,399 shares · 0.0% of their software$1.1M+$538K
- ACI WorldwideACIW24,316 shares · 0.0% of their software$963KFlat
- JFrogFROG24,613 shares · 0.0% of their software$924KFlat
- TeradataTDC25,598 shares · 0.0% of their software$885KFlat
- Lyft, Inc.LYFT61,419 shares · 0.0% of their software$866KFlat
- BoxBOX30,839 shares · 0.0% of their software$815KFlat
- Global-EGLBE22,250 shares · 0.0% of their software$807KFlat
- UnityU48,269 shares · 0.0% of their software · price −$504K$785KFlat
- WorkivaWK10,556 shares · 0.0% of their software$770K−$834K
- Euronet Worldwide, Inc.EEFT7,221 shares · 0.0% of their software$747KFlat
- Five9FIVN16,815 shares · 0.0% of their software$742KFlat
- PegasystemsPEGA12,187 shares · 0.0% of their software$738KFlat
- ZoomInfoZI57,584 shares · 0.0% of their software$735K—
- DoubleVerifyDV36,572 shares · 0.0% of their software · price −$574K$712KFlat
- Q2QTWO11,723 shares · 0.0% of their software$707KFlat
- BlackbaudBLKB9,192 shares · 0.0% of their software$700KFlat
- InterDigital, Inc.IDCC5,758 shares · 0.0% of their software$671KFlat
- KlaviyoKVYO26,852 shares · 0.0% of their software$668K+$640K
- Alarm.com Holdings, Inc.ALRM10,393 shares · 0.0% of their software$660KFlat
- DoximityDOCS23,528 shares · 0.0% of their software$658KFlat
- C3.aiAI22,434 shares · 0.0% of their software$650KFlat
- Shift4 Payments, Inc.FOUR8,668 shares · 0.0% of their software$636KFlat
- Alight, Inc.ALIT84,402 shares · 0.0% of their software$623KFlat
- BlackLineBL11,664 shares · 0.0% of their software$565KFlat
- EVERTEC, Inc.EVTC16,468 shares · 0.0% of their software$548KFlat
- ProgressPRGS9,988 shares · 0.0% of their software$542KFlat
- CCC Intelligent Solutions Holdings Inc.CCC48,411 shares · 0.0% of their software$538KFlat
- Zeta GlobalZETA28,847 shares · 0.0% of their software$509KSplit
- Clearwater AnalyticsCWAN26,455 shares · 0.0% of their software$490K—
- BrazeBRZE12,549 shares · 0.0% of their software$487KFlat
- FreshworksFRSH37,047 shares · 0.0% of their software$470KFlat
- LiveRamp Holdings, Inc.RAMP14,867 shares · 0.0% of their software$460KFlat
- Sprout SocialSPT12,463 shares · 0.0% of their software$445KFlat
- ePlus inc.PLUS6,008 shares · 0.0% of their software$443KFlat
- PagerDutyPD18,735 shares · 0.0% of their software$430KFlat
- NCR Atleos CorporationNATL15,785 shares · 0.0% of their software$427KFlat
- FlywireFLYW25,506 shares · 0.0% of their software$418KFlat
- DigitalOceanDOCN11,676 shares · 0.0% of their software$406KFlat
- RingCentralRNG14,364 shares · 0.0% of their software$405KFlat
- Intapp, Inc.INTA10,813 shares · 0.0% of their software$397KFlat
- LightspeedLSPD28,372 shares · 0.0% of their software$388KFlat
- Payoneer Global Inc.PAYO69,534 shares · 0.0% of their software$385KFlat
- SchrödingerSDGR19,581 shares · 0.0% of their software$379KFlat
- CertaraCERT27,012 shares · 0.0% of their software$374KFlat
- Donnelley Financial Solutions, Inc.DFIN6,184 shares · 0.0% of their software$369KFlat
- VertexVERX10,140 shares · 0.0% of their software$366KFlat
- MagniteMGNI27,151 shares · 0.0% of their software$361KFlat
- AppianAPPN11,280 shares · 0.0% of their software$348KFlat
- SprinklrCXM36,029 shares · 0.0% of their software$347KFlat
- Upbound Group, Inc.UPBD10,674 shares · 0.0% of their software$328KFlat
- BlackBerry LimitedBB130,665 shares · 0.0% of their software$327KFlat
- Remitly Global, Inc.RELY25,848 shares · 0.0% of their software$313KFlat
- Calix, Inc.CALX8,519 shares · 0.0% of their software$302KFlat
- NetScout Systems, Inc.NTCT16,475 shares · 0.0% of their software$301KFlat
- AvePointAVPT28,782 shares · 0.0% of their software$300KFlat
- Riskified Ltd.RSKD43,848 shares · 0.0% of their software$280KFlat
- PAR Technology CorporationPAR5,918 shares · 0.0% of their software$279KFlat
- PhreesiaPHR12,757 shares · 0.0% of their software$270KFlat
- nCinoNCNO8,542 shares · 0.0% of their software$269KFlat
- A10 Networks, Inc.ATEN19,367 shares · 0.0% of their software$268KFlat
- Sabre CorporationSABR100,450 shares · 0.0% of their software$268KFlat
- Cellebrite DI Ltd.CLBT21,410 shares · 0.0% of their software$256KFlat
- Adeia Inc.ADEA21,827 shares · 0.0% of their software$244KFlat
- AsanaASAN17,045 shares · 0.0% of their software$238KFlat
- Repay Holdings CorporationRPAY22,353 shares · 0.0% of their software$236KFlat
- Clear Secure, Inc.YOU12,491 shares · 0.0% of their software$234KFlat
- FastlyFSLY30,130 shares · 0.0% of their software$222KFlat
- N-ableNABL14,352 shares · 0.0% of their software$219KFlat
- YextYEXT39,638 shares · 0.0% of their software$212KFlat
- PubMaticPUBM9,132 shares · 0.0% of their software$185KFlat
- AlkamiALKT6,443 shares · 0.0% of their software$183KFlat
- PDF Solutions, Inc.PDFS5,014 shares · 0.0% of their software$182KFlat
- CourseraCOUR25,243 shares · 0.0% of their software$181KFlat
- Nayax Ltd.NYAX7,915 shares · 0.0% of their software$168KFlat
- Simulations PlusSLP3,445 shares · 0.0% of their software$167KFlat
- Pagaya Technologies Ltd.PGY13,045 shares · 0.0% of their software$166KNew · Flat
- AmplitudeAMPL18,594 shares · 0.0% of their software$165KFlat
- Radware Ltd.RDWR8,891 shares · 0.0% of their software$162KFlat
- Sportradar Group AGSRAD14,228 shares · 0.0% of their software$159KFlat
- International Money Express, Inc.IMXI7,271 shares · 0.0% of their software$152KFlat
- Diebold Nixdorf, IncorporatedDBD3,770 shares · 0.0% of their software$145KFlat
- SoundHound AI, Inc.SOUN36,138 shares · 0.0% of their software$143KFlat
- Thryv Holdings, Inc.THRY7,521 shares · 0.0% of their software$134KFlat
- DoceboDCBO3,350 shares · 0.0% of their software$129KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$117KFlat
- Definitive HealthcareDH21,292 shares · 0.0% of their software$116KFlat
- i3 Verticals, Inc.IIIV4,992 shares · 0.0% of their software$110KFlat
- Commerce.com, Inc.CMRC12,973 shares · 0.0% of their software$105KFlat
- OneSpan Inc.OSPN7,395 shares · 0.0% of their software$95KFlat
- CS Disco, Inc.LAW15,778 shares · 0.0% of their software$94KFlat
- PaymentusPAY4,786 shares · 0.0% of their software$91KFlat
- Xperi Inc.XPER10,235 shares · 0.0% of their software$84KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$69KFlat
- SmartRent, Inc.SMRT23,822 shares · 0.0% of their software$57KFlat
- StoneCo Ltd.STNE2,972 shares · 0.0% of their software$36KFlat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$31KFlat
- Cerence Inc.CRNC8,829 shares · 0.0% of their software$25KFlat