Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q3 2024 · compared with Q2 2024
- Software
- $3.5B
- Weight of 13F
- 10.5%
- Names
- 183
- Net bought
- +$132M
Filed 8 November 2024 · SEC filing.
2,584 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
- MicrosoftMSFT4,092,957 shares · 49.9% of their software · price −$68.1M$1.8B+$27.6M
- SalesforceCRM554,880 shares · 4.3% of their software · price +$9.2M$152M+$6.8M
- AdobeADBE232,797 shares · 3.4% of their software · price −$8.8M$121M+$1.5M
- ServiceNowNOW121,275 shares · 3.1% of their software · price +$13.1M$108M+$11.9M
- IntuitINTU167,957 shares · 3.0% of their software · price −$6.1M$104M−$2.0M
- Palo Alto NetworksPANW280,842 shares · 2.7% of their software · price +$784K$96.0M+$15.5M
- SynopsysSNPS142,585 shares · 2.0% of their software · price −$12.6M$72.2M−$64.4M
- OracleORCL418,262 shares · 2.0% of their software · price +$12.2M$71.3M+$4.7M
- Automatic Data Processing, Inc.ADP246,347 shares · 1.9% of their software · price +$9.4M$68.2MFlat
- FortinetFTNT788,482 shares · 1.7% of their software · price +$13.6M$61.1M+$4.2M
- AutodeskADSK212,946 shares · 1.7% of their software · price +$6.0M$58.7M+$21.1M
- CrowdStrikeCRWD194,403 shares · 1.5% of their software · price −$20.0M$54.5M+$44.6M
- CadenceCDNS200,893 shares · 1.5% of their software · price −$7.4M$54.4M+$45.3M
- Uber Technologies, Inc.UBER701,505 shares · 1.5% of their software · price +$1.7M$52.7M−$9.0M
- Fiserv, Inc.FISV264,546 shares · 1.3% of their software · price +$8.1M$47.5M+$6.8M
- ShopifySHOP440,375 shares · 1.0% of their software · price +$6.2M$35.3MFlat
- Fair IsaacFICO13,214 shares · 0.7% of their software · price +$6.0M$25.7MFlat
- Roper Technologies, Inc.ROP40,938 shares · 0.6% of their software$22.8MFlat
- NetApp, Inc.NTAP182,867 shares · 0.6% of their software · price −$967K$22.6M+$1.1M
- BroadridgeBR95,564 shares · 0.6% of their software · price +$1.7M$20.5M−$4.9M
- PTCPTC113,047 shares · 0.6% of their software$20.4M−$13.2M
- AkamaiAKAM199,013 shares · 0.6% of their software · price +$2.2M$20.1M−$3.6M
- Paychex, Inc.PAYX149,180 shares · 0.6% of their software · price +$2.3M$20.0M−$2.6M
- F5, Inc.FFIV89,839 shares · 0.6% of their software · price +$4.3M$19.8M+$11.0M
- VeriskVRSK70,667 shares · 0.5% of their software$18.9M+$2.4M
- Tyler TechnologiesTYL32,206 shares · 0.5% of their software · price +$2.6M$18.8M−$2.2M
- Gen DigitalGEN668,914 shares · 0.5% of their software · price +$1.6M$18.3M+$626K
- PalantirPLTR459,494 shares · 0.5% of their software · price +$5.5M$17.1MFlat
- VeevaVEEV77,653 shares · 0.5% of their software · price +$2.1M$16.3M+$2.1M
- HubSpotHUBS28,264 shares · 0.4% of their software · price −$1.6M$15.0MFlat
- Block, Inc.XYZ214,217 shares · 0.4% of their software · price +$566K$14.4MFlat
- The Trade DeskTTD125,102 shares · 0.4% of their software · price +$1.5M$13.7M+$3.5M
- VeriSign, Inc.VRSN71,644 shares · 0.4% of their software · price +$871K$13.6M+$5.3M
- CoStarCSGP177,562 shares · 0.4% of their software$13.4M+$1.0M
- WorkdayWDAY54,478 shares · 0.4% of their software · price +$1.1M$13.3M−$9.8M
- ZscalerZS77,331 shares · 0.4% of their software · price −$1.6M$13.2MFlat
- Check PointCHKP63,786 shares · 0.3% of their software · price +$1.8M$12.3M+$564K
- PaycomPAYC63,877 shares · 0.3% of their software · price +$1.5M$10.6M+$5.4M
- SnowflakeSNOW85,707 shares · 0.3% of their software · price −$1.7M$9.8M+$709K
- OktaOKTA118,547 shares · 0.2% of their software · price −$2.3M$8.8M+$771K
- ZoomZM118,107 shares · 0.2% of their software · price +$1.2M$8.2M+$2.6M
- DocuSignDOCU131,196 shares · 0.2% of their software · price +$1.1M$8.1M−$9.2M
- TrimbleTRMB127,583 shares · 0.2% of their software · price +$787K$7.9M−$11.1M
- DatadogDDOG68,396 shares · 0.2% of their software · price −$1.0M$7.9MFlat
- DynatraceDT142,816 shares · 0.2% of their software · price +$1.2M$7.6M−$2.0M
- Bentley SystemsBSY142,793 shares · 0.2% of their software$7.3M+$1.4M
- FactSetFDS15,241 shares · 0.2% of their software · price +$786K$7.0MFlat
- CloudflareNET82,329 shares · 0.2% of their software$6.7MFlat
- AppLovinAPP44,657 shares · 0.2% of their software · price +$2.1M$5.8M+$636K
- Strategy IncMSTR31,519 shares · 0.2% of their software · price −$38.1M$5.3M+$39.5M
- AtlassianTEAM32,462 shares · 0.1% of their software · price −$587K$5.2MFlat
- DescartesDSGX45,455 shares · 0.1% of their software$4.7MFlat
- GoDaddyGDDY27,051 shares · 0.1% of their software$4.2MFlat
- WixWIX24,738 shares · 0.1% of their software$4.1M−$1.3M
- MongoDBMDB15,143 shares · 0.1% of their software$4.1M+$714K
- TwilioTWLO61,919 shares · 0.1% of their software · price +$521K$4.0MFlat
- QualysQLYS31,081 shares · 0.1% of their software$4.0MFlat
- Corpay, Inc.CPAY12,669 shares · 0.1% of their software · price +$587K$4.0MFlat
- monday.comMNDY14,238 shares · 0.1% of their software · price +$527K$4.0MFlat
- Grab Holdings LimitedGRAB929,301 shares · 0.1% of their software$3.5MFlat
- GuidewireGWRE18,556 shares · 0.1% of their software · price +$836K$3.4MFlat
- NutanixNTNX57,264 shares · 0.1% of their software$3.4MFlat
- SS&CSSNC45,609 shares · 0.1% of their software · price +$526K$3.4M−$1.4M
- ToastTOST117,812 shares · 0.1% of their software$3.3M+$739K
- Manhattan AssociatesMANH11,669 shares · 0.1% of their software$3.3M−$3.6M
- VaronisVRNS56,088 shares · 0.1% of their software$3.2MFlat
- CommvaultCVLT19,607 shares · 0.1% of their software · price +$633K$3.0MFlat
- SentinelOneS124,096 shares · 0.1% of their software$3.0MFlat
- ElasticESTC35,978 shares · 0.1% of their software · price −$1.3M$2.8MFlat
- SamsaraIOT50,419 shares · 0.1% of their software · price +$727K$2.4MFlat
- OpenTextOTEX64,690 shares · 0.1% of their software$2.2MFlat
- TenableTENB52,281 shares · 0.1% of their software$2.1MFlat
- MorningstarMORN6,080 shares · 0.1% of their software$1.9MFlat
- WEX Inc.WEX9,101 shares · 0.1% of their software$1.9MFlat
- SPS CommerceSPSC8,631 shares · 0.0% of their software$1.7MFlat
- ProgressPRGS23,685 shares · 0.0% of their software$1.6M+$743K
- DuolingoDUOL5,509 shares · 0.0% of their software$1.6MFlat
- DropboxDBX58,850 shares · 0.0% of their software$1.5M−$870K
- ProcorePCOR23,862 shares · 0.0% of their software$1.5MFlat
- GitLabGTLB25,554 shares · 0.0% of their software$1.3MFlat
- PaylocityPCTY7,921 shares · 0.0% of their software$1.3M−$1.5M
- Rapid7RPD32,078 shares · 0.0% of their software$1.3MFlat
- ACI WorldwideACIW24,316 shares · 0.0% of their software$1.2MFlat
- UnityU53,791 shares · 0.0% of their software$1.2MFlat
- BILLBILL22,348 shares · 0.0% of their software$1.2MFlat
- AppFolioAPPF4,660 shares · 0.0% of their software$1.1MFlat
- Q2QTWO13,307 shares · 0.0% of their software$1.1MFlat
- UiPathPATH81,182 shares · 0.0% of their software$1.0MFlat
- DoximityDOCS23,528 shares · 0.0% of their software$1.0MFlat
- BoxBOX30,839 shares · 0.0% of their software$1.0MFlat
- PegasystemsPEGA13,555 shares · 0.0% of their software$991KFlat
- InterDigital, Inc.IDCC6,799 shares · 0.0% of their software$963KFlat
- Lyft, Inc.LYFT67,668 shares · 0.0% of their software$863KFlat
- Zeta GlobalZETA28,847 shares · 0.0% of their software$861KFlat
- Global-EGLBE22,250 shares · 0.0% of their software$855KFlat
- WorkivaWK10,556 shares · 0.0% of their software$835KFlat
- CCC Intelligent Solutions Holdings Inc.CCC75,494 shares · 0.0% of their software$834KFlat
- JFrogFROG27,848 shares · 0.0% of their software$809KFlat
- BlackbaudBLKB9,199 shares · 0.0% of their software$779KFlat
- TeradataTDC25,578 shares · 0.0% of their software$776KFlat
- Shift4 Payments, Inc.FOUR8,668 shares · 0.0% of their software$768KFlat
- Euronet Worldwide, Inc.EEFT7,300 shares · 0.0% of their software$724KFlat
- RingCentralRNG22,682 shares · 0.0% of their software$717KFlat
- Clearwater AnalyticsCWAN28,159 shares · 0.0% of their software$711K—
- StoneCo Ltd.STNE61,978 shares · 0.0% of their software$698K+$707K
- Alight, Inc.ALIT88,452 shares · 0.0% of their software$655KFlat
- BlackLineBL11,664 shares · 0.0% of their software$643KFlat
- ZoomInfoZI62,091 shares · 0.0% of their software$641K—
- DoubleVerifyDV36,572 shares · 0.0% of their software$616KFlat
- Alarm.com Holdings, Inc.ALRM11,042 shares · 0.0% of their software$604KFlat
- ePlus inc.PLUS6,008 shares · 0.0% of their software$591KFlat
- C3.aiAI24,053 shares · 0.0% of their software$583KFlat
- BrazeBRZE17,904 shares · 0.0% of their software$579KFlat
- EVERTEC, Inc.EVTC16,468 shares · 0.0% of their software$558KFlat
- Intapp, Inc.INTA11,664 shares · 0.0% of their software$558KFlat
- Five9FIVN19,069 shares · 0.0% of their software$548KFlat
- Payoneer Global Inc.PAYO69,534 shares · 0.0% of their software$524KFlat
- DigitalOceanDOCN11,676 shares · 0.0% of their software$472KFlat
- LightspeedLSPD28,372 shares · 0.0% of their software$468KFlat
- FreshworksFRSH40,229 shares · 0.0% of their software$462KFlat
- NCR Atleos CorporationNATL15,785 shares · 0.0% of their software$450KFlat
- FlywireFLYW27,351 shares · 0.0% of their software$448KFlat
- Agilysys, Inc.AGYS4,012 shares · 0.0% of their software$437K−$665K
- Calix, Inc.CALX11,024 shares · 0.0% of their software$428KFlat
- Clear Secure, Inc.YOU12,491 shares · 0.0% of their software$414KFlat
- MagniteMGNI29,449 shares · 0.0% of their software$408KFlat
- Donnelley Financial Solutions, Inc.DFIN6,184 shares · 0.0% of their software$407KFlat
- Sprout SocialSPT14,002 shares · 0.0% of their software$407KFlat
- KlaviyoKVYO11,339 shares · 0.0% of their software$401KFlat
- nCinoNCNO12,605 shares · 0.0% of their software$398KFlat
- AppianAPPN11,451 shares · 0.0% of their software$391KFlat
- VertexVERX10,140 shares · 0.0% of their software$390KFlat
- LiveRamp Holdings, Inc.RAMP14,915 shares · 0.0% of their software$370KFlat
- PagSeguro Digital Ltd.PAGS42,009 shares · 0.0% of their software$362KNew · Flat
- Cellebrite DI Ltd.CLBT21,410 shares · 0.0% of their software$361KFlat
- CourseraCOUR45,341 shares · 0.0% of their software$360KFlat
- NetScout Systems, Inc.NTCT16,475 shares · 0.0% of their software$358KFlat
- Core Scientific, Inc.CORZ29,357 shares · 0.0% of their software$348KNew · Flat
- PagerDutyPD18,735 shares · 0.0% of their software$348KFlat
- Remitly Global, Inc.RELY25,848 shares · 0.0% of their software$346KFlat
- BlackBerry LimitedBB130,665 shares · 0.0% of their software$344KFlat
- SchrödingerSDGR18,520 shares · 0.0% of their software$344KFlat
- Upbound Group, Inc.UPBD10,674 shares · 0.0% of their software$341KFlat
- AvePointAVPT28,782 shares · 0.0% of their software$339KFlat
- Rubrik, Inc.RBRK10,059 shares · 0.0% of their software$323KNew · Flat
- PhreesiaPHR14,015 shares · 0.0% of their software$319KFlat
- CertaraCERT27,012 shares · 0.0% of their software$316KFlat
- A10 Networks, Inc.ATEN21,486 shares · 0.0% of their software$310KFlat
- PAR Technology CorporationPAR5,918 shares · 0.0% of their software$308KFlat
- AlkamiALKT9,447 shares · 0.0% of their software$298KFlat
- YextYEXT40,301 shares · 0.0% of their software$279KFlat
- SprinklrCXM36,029 shares · 0.0% of their software$279KFlat
- FastlyFSLY35,524 shares · 0.0% of their software$269KFlat
- Adeia Inc.ADEA21,827 shares · 0.0% of their software$260KFlat
- AsanaASAN20,481 shares · 0.0% of their software$237KFlat
- Blend Labs, Inc.BLND61,646 shares · 0.0% of their software$231KNew · Flat
- Riskified Ltd.RSKD43,848 shares · 0.0% of their software$207KFlat
- Nayax Ltd.NYAX7,915 shares · 0.0% of their software$206KFlat
- AmplitudeAMPL22,146 shares · 0.0% of their software$199KFlat
- Radware Ltd.RDWR8,891 shares · 0.0% of their software$198KFlat
- N-ableNABL14,352 shares · 0.0% of their software$187KFlat
- PubMaticPUBM12,593 shares · 0.0% of their software$187KFlat
- Sabre CorporationSABR50,263 shares · 0.0% of their software$184KFlat
- Repay Holdings CorporationRPAY22,353 shares · 0.0% of their software$182KFlat
- Sportradar Group AGSRAD14,228 shares · 0.0% of their software$172KFlat
- Bitdeer Technologies GroupBTDR21,626 shares · 0.0% of their software$169KNew · Flat
- SoundHound AI, Inc.SOUN36,138 shares · 0.0% of their software$168KFlat
- Diebold Nixdorf, IncorporatedDBD3,770 shares · 0.0% of their software$168KFlat
- PDF Solutions, Inc.PDFS5,014 shares · 0.0% of their software$159KFlat
- DoceboDCBO3,350 shares · 0.0% of their software$148KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$137KFlat
- International Money Express, Inc.IMXI7,271 shares · 0.0% of their software$134KFlat
- Thryv Holdings, Inc.THRY7,521 shares · 0.0% of their software$130KFlat
- OneSpan Inc.OSPN7,395 shares · 0.0% of their software$123KFlat
- Simulations PlusSLP3,445 shares · 0.0% of their software$110KFlat
- i3 Verticals, Inc.IIIV4,992 shares · 0.0% of their software$106KFlat
- PaymentusPAY4,786 shares · 0.0% of their software$96KFlat
- Definitive HealthcareDH21,292 shares · 0.0% of their software$95KFlat
- Commerce.com, Inc.CMRC12,973 shares · 0.0% of their software$76KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$53KFlat
- GigaCloud Technology Inc.GCT2,220 shares · 0.0% of their software$51KNew · Flat
- SmartRent, Inc.SMRT23,822 shares · 0.0% of their software$41KFlat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$30KFlat