Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q1 2025 · compared with Q4 2024
- Software
- $3.7B
- Weight of 13F
- 10.6%
- Names
- 189
- Net bought
- +$242M
Filed 7 May 2025 · SEC filing.
2,547 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
- MicrosoftMSFT4,234,725 shares · 43.2% of their software · price −$195M$1.6B+$62.5M
- SalesforceCRM830,760 shares · 6.1% of their software · price −$54.8M$223M+$41.0M
- AdobeADBE469,871 shares · 4.9% of their software · price −$28.7M$180M+$94.1M
- ServiceNowNOW105,985 shares · 2.3% of their software · price −$28.0M$84.4M−$21.7M
- IntuitINTU134,449 shares · 2.2% of their software · price −$2.0M$82.6M−$23.4M
- Palo Alto NetworksPANW480,035 shares · 2.2% of their software · price −$5.4M$81.9M+$3.0M
- FortinetFTNT822,999 shares · 2.2% of their software · price +$1.5M$79.2M+$3.3M
- Automatic Data Processing, Inc.ADP250,274 shares · 2.1% of their software · price +$3.2M$76.5M+$1.5M
- OracleORCL482,993 shares · 1.8% of their software · price −$13.0M$67.5M+$8.8M
- Fiserv, Inc.FISV300,271 shares · 1.8% of their software · price +$4.6M$66.3M+$1.3M
- SynopsysSNPS151,821 shares · 1.8% of their software · price −$8.6M$65.1M+$17.5M
- AutodeskADSK233,286 shares · 1.7% of their software · price −$7.9M$61.1M+$5.0M
- PalantirPLTR720,140 shares · 1.7% of their software · price +$6.3M$60.8M+$19.9M
- Uber Technologies, Inc.UBER782,561 shares · 1.5% of their software · price +$9.8M$57.0M−$4.5M
- ShopifySHOP523,203 shares · 1.4% of their software · price −$5.7M$50.6M+$3.1M
- CrowdStrikeCRWD132,074 shares · 1.3% of their software · price +$1.4M$46.6M−$16.4M
- Paychex, Inc.PAYX254,007 shares · 1.1% of their software · price +$3.6M$39.2M+$7.5M
- VeevaVEEV151,904 shares · 1.0% of their software · price +$3.2M$35.2M+$16.3M
- Fair IsaacFICO17,388 shares · 0.9% of their software · price −$2.6M$32.1M+$5.5M
- PTCPTC185,525 shares · 0.8% of their software · price −$5.4M$28.7M+$3.7M
- Roper Technologies, Inc.ROP46,934 shares · 0.8% of their software · price +$3.3M$27.7M−$1.3M
- BroadridgeBR111,877 shares · 0.7% of their software · price +$1.8M$27.1M+$3.7M
- CadenceCDNS95,893 shares · 0.7% of their software · price −$4.4M$24.4M−$34.1M
- Gen DigitalGEN891,931 shares · 0.6% of their software · price −$749K$23.7M+$10.6M
- Tyler TechnologiesTYL39,112 shares · 0.6% of their software$22.7M+$2.2M
- WorkdayWDAY97,191 shares · 0.6% of their software · price −$2.4M$22.7M+$7.9M
- AtlassianTEAM99,261 shares · 0.6% of their software · price −$3.1M$21.1M+$970K
- NetApp, Inc.NTAP239,248 shares · 0.6% of their software · price −$6.8M$21.0M+$4.9M
- F5, Inc.FFIV76,764 shares · 0.6% of their software · price +$1.1M$20.4M−$660K
- SnowflakeSNOW134,522 shares · 0.5% of their software · price −$1.1M$19.7M+$7.2M
- DocuSignDOCU235,983 shares · 0.5% of their software · price −$2.0M$19.2M+$4.1M
- NutanixNTNX274,534 shares · 0.5% of their software · price +$2.4M$19.2M+$2.1M
- HubSpotHUBS33,182 shares · 0.5% of their software · price −$4.2M$19.0M+$3.2M
- ZscalerZS94,891 shares · 0.5% of their software · price +$1.7M$18.8M+$1.3M
- TwilioTWLO169,759 shares · 0.5% of their software · price −$1.7M$16.6MFlat
- AkamaiAKAM206,238 shares · 0.5% of their software · price −$3.1M$16.6MFlat
- OktaOKTA154,257 shares · 0.4% of their software · price +$4.1M$16.2MFlat
- Check PointCHKP64,048 shares · 0.4% of their software · price +$2.6M$14.6M+$1.2M
- Strategy IncMSTR49,682 shares · 0.4% of their software$14.3M+$3.2M
- Block, Inc.XYZ263,275 shares · 0.4% of their software · price −$8.1M$14.3M+$3.4M
- VeriskVRSK47,657 shares · 0.4% of their software · price +$1.1M$14.2MFlat
- AppLovinAPP51,806 shares · 0.4% of their software · price −$3.0M$13.7M+$2.3M
- CoStarCSGP165,373 shares · 0.4% of their software · price +$1.3M$13.1M−$1.1M
- PaycomPAYC56,412 shares · 0.3% of their software · price +$762K$12.3MFlat
- ZoomZM153,984 shares · 0.3% of their software · price −$1.2M$11.4M+$1.4M
- Bentley SystemsBSY276,953 shares · 0.3% of their software · price −$2.0M$10.9M−$2.5M
- CloudflareNET81,379 shares · 0.2% of their software$9.2MFlat
- The Trade DeskTTD155,063 shares · 0.2% of their software · price −$9.7M$8.5M+$1.2M
- FactSetFDS16,450 shares · 0.2% of their software$7.5MFlat
- SS&CSSNC88,077 shares · 0.2% of their software · price +$683K$7.4M−$2.2M
- DatadogDDOG71,541 shares · 0.2% of their software · price −$3.1M$7.1M−$4.3M
- ToastTOST212,406 shares · 0.2% of their software · price −$697K$7.0M+$1.6M
- Grab Holdings LimitedGRAB1,521,089 shares · 0.2% of their software$6.9M+$1.2M
- DynatraceDT138,012 shares · 0.2% of their software · price −$994K$6.5M−$1.5M
- TrimbleTRMB93,959 shares · 0.2% of their software$6.2MFlat
- VeriSign, Inc.VRSN23,286 shares · 0.2% of their software · price +$1.1M$5.9M−$565K
- Corpay, Inc.CPAY16,259 shares · 0.2% of their software$5.7M+$677K
- WixWIX33,949 shares · 0.2% of their software · price −$1.7M$5.5MFlat
- GoDaddyGDDY30,044 shares · 0.1% of their software · price −$518K$5.4MFlat
- DescartesDSGX39,592 shares · 0.1% of their software · price −$506K$4.0M−$1.6M
- GuidewireGWRE21,023 shares · 0.1% of their software$3.9MFlat
- monday.comMNDY16,082 shares · 0.1% of their software$3.9MFlat
- QualysQLYS30,354 shares · 0.1% of their software$3.8MFlat
- ElasticESTC39,446 shares · 0.1% of their software$3.5MFlat
- CommvaultCVLT18,584 shares · 0.1% of their software$2.9MFlat
- MongoDBMDB14,976 shares · 0.1% of their software · price −$860K$2.6MFlat
- SamsaraIOT61,825 shares · 0.1% of their software$2.4MFlat
- PaylocityPCTY12,123 shares · 0.1% of their software$2.3MFlat
- VaronisVRNS54,440 shares · 0.1% of their software$2.2MFlat
- Manhattan AssociatesMANH12,698 shares · 0.1% of their software · price −$1.2M$2.2M−$2.7M
- MorningstarMORN7,029 shares · 0.1% of their software$2.1MFlat
- DoximityDOCS35,673 shares · 0.1% of their software$2.1MFlat
- SentinelOneS113,693 shares · 0.1% of their software$2.1M−$909K
- DuolingoDUOL6,247 shares · 0.1% of their software$1.9MFlat
- TenableTENB52,940 shares · 0.1% of their software$1.9MFlat
- ProcorePCOR26,888 shares · 0.0% of their software$1.8MFlat
- WEX Inc.WEX10,786 shares · 0.0% of their software$1.7MFlat
- InterDigital, Inc.IDCC8,035 shares · 0.0% of their software$1.7MFlat
- OpenTextOTEX63,325 shares · 0.0% of their software$1.6MFlat
- ACI WorldwideACIW27,552 shares · 0.0% of their software$1.5MFlat
- DropboxDBX56,387 shares · 0.0% of their software$1.5MFlat
- GitLabGTLB29,811 shares · 0.0% of their software$1.4MFlat
- UiPathPATH135,922 shares · 0.0% of their software$1.4MFlat
- Rubrik, Inc.RBRK22,159 shares · 0.0% of their software$1.4MFlat
- Q2QTWO16,715 shares · 0.0% of their software$1.3MFlat
- SPS CommerceSPSC10,057 shares · 0.0% of their software · price −$516K$1.3MFlat
- PegasystemsPEGA18,567 shares · 0.0% of their software$1.3MFlat
- AppFolioAPPF5,742 shares · 0.0% of their software$1.3MFlat
- BILLBILL27,010 shares · 0.0% of their software · price −$1.0M$1.2MFlat
- BoxBOX37,116 shares · 0.0% of their software$1.1MFlat
- Clearwater AnalyticsCWAN38,055 shares · 0.0% of their software$1.0M—
- WorkivaWK13,269 shares · 0.0% of their software$1.0MFlat
- CCC Intelligent Solutions Holdings Inc.CCC110,778 shares · 0.0% of their software$1.0MFlat
- UnityU48,864 shares · 0.0% of their software$957KFlat
- JFrogFROG29,244 shares · 0.0% of their software$936KFlat
- Shift4 Payments, Inc.FOUR10,653 shares · 0.0% of their software$870KFlat
- Intapp, Inc.INTA14,802 shares · 0.0% of their software$864KFlat
- Global-EGLBE23,779 shares · 0.0% of their software$848KFlat
- Lyft, Inc.LYFT71,221 shares · 0.0% of their software$845KFlat
- Alight, Inc.ALIT135,508 shares · 0.0% of their software$804KFlat
- FreshworksFRSH56,698 shares · 0.0% of their software$800KFlat
- Euronet Worldwide, Inc.EEFT7,464 shares · 0.0% of their software$798KFlat
- EVERTEC, Inc.EVTC21,658 shares · 0.0% of their software$796KFlat
- Alarm.com Holdings, Inc.ALRM13,777 shares · 0.0% of their software$767KFlat
- BrazeBRZE21,117 shares · 0.0% of their software$762KFlat
- WaystarWAY20,170 shares · 0.0% of their software$754KFlat
- Rapid7RPD28,223 shares · 0.0% of their software$748KFlat
- DoubleVerifyDV55,502 shares · 0.0% of their software$742KFlat
- Life360, Inc.LIF19,317 shares · 0.0% of their software$742KFlat
- ZoomInfoZI71,578 shares · 0.0% of their software$716K—
- C3.aiAI33,943 shares · 0.0% of their software$715KFlat
- BlackLineBL14,520 shares · 0.0% of their software$703KFlat
- RingCentralRNG27,920 shares · 0.0% of their software$691KFlat
- Payoneer Global Inc.PAYO94,178 shares · 0.0% of their software$688KFlat
- VertexVERX19,082 shares · 0.0% of their software$668KFlat
- AvePointAVPT42,772 shares · 0.0% of their software$618KFlat
- BlackbaudBLKB9,802 shares · 0.0% of their software$608KFlat
- Five9FIVN22,358 shares · 0.0% of their software$607KFlat
- TeradataTDC26,402 shares · 0.0% of their software$594KFlat
- BlackBerry LimitedBB148,992 shares · 0.0% of their software$561KFlat
- Agilysys, Inc.AGYS7,715 shares · 0.0% of their software$560KFlat
- Remitly Global, Inc.RELY25,848 shares · 0.0% of their software$538KFlat
- DigitalOceanDOCN16,025 shares · 0.0% of their software$535KFlat
- MagniteMGNI43,989 shares · 0.0% of their software$502KFlat
- NCR Atleos CorporationNATL18,817 shares · 0.0% of their software$496KFlat
- AsanaASAN33,738 shares · 0.0% of their software$492KFlat
- LiveRamp Holdings, Inc.RAMP18,361 shares · 0.0% of their software$480KFlat
- Zeta GlobalZETA34,659 shares · 0.0% of their software$470KFlat
- SoundHound AI, Inc.SOUN56,572 shares · 0.0% of their software · price −$663K$459KFlat
- Core Scientific, Inc.CORZ61,857 shares · 0.0% of their software$448KFlat
- nCinoNCNO15,928 shares · 0.0% of their software$438KFlat
- Donnelley Financial Solutions, Inc.DFIN9,947 shares · 0.0% of their software$435KFlat
- ePlus inc.PLUS7,055 shares · 0.0% of their software$431KFlat
- Clear Secure, Inc.YOU16,408 shares · 0.0% of their software$425KFlat
- PhreesiaPHR16,443 shares · 0.0% of their software$420KFlat
- SchrödingerSDGR21,284 shares · 0.0% of their software$420KFlat
- ProgressPRGS8,109 shares · 0.0% of their software$418KFlat
- Cellebrite DI Ltd.CLBT21,410 shares · 0.0% of their software$416KFlat
- Adeia Inc.ADEA31,156 shares · 0.0% of their software$412KFlat
- PagerDutyPD22,250 shares · 0.0% of their software$407KFlat
- FlywireFLYW42,709 shares · 0.0% of their software$406KFlat
- CertaraCERT40,721 shares · 0.0% of their software$403KFlat
- PAR Technology CorporationPAR6,555 shares · 0.0% of their software$402KFlat
- Calix, Inc.CALX11,001 shares · 0.0% of their software$390KFlat
- KlaviyoKVYO12,516 shares · 0.0% of their software$379KFlat
- Upbound Group, Inc.UPBD15,612 shares · 0.0% of their software$374KFlat
- Sprout SocialSPT16,976 shares · 0.0% of their software$373KFlat
- NetScout Systems, Inc.NTCT17,210 shares · 0.0% of their software$362KFlat
- A10 Networks, Inc.ATEN20,441 shares · 0.0% of their software$334KFlat
- AppianAPPN11,326 shares · 0.0% of their software$326KFlat
- Nayax Ltd.NYAX9,467 shares · 0.0% of their software$319KFlat
- Sportradar Group AGSRAD14,228 shares · 0.0% of their software$308KFlat
- AmplitudeAMPL29,989 shares · 0.0% of their software$306KFlat
- LightspeedLSPD34,846 shares · 0.0% of their software$305KFlat
- SprinklrCXM36,029 shares · 0.0% of their software$301KFlat
- Bitdeer Technologies GroupBTDR31,012 shares · 0.0% of their software$274KFlat
- AlkamiALKT10,397 shares · 0.0% of their software$273KFlat
- CourseraCOUR40,704 shares · 0.0% of their software$271KFlat
- FastlyFSLY41,503 shares · 0.0% of their software$263KFlat
- YextYEXT42,288 shares · 0.0% of their software$260KFlat
- Sabre CorporationSABR90,684 shares · 0.0% of their software$255KFlat
- Radware Ltd.RDWR10,789 shares · 0.0% of their software$233KFlat
- Blend Labs, Inc.BLND62,657 shares · 0.0% of their software$210KFlat
- Grindr Inc.GRND10,693 shares · 0.0% of their software$191KFlat
- SimilarwebSMWB21,032 shares · 0.0% of their software$174KFlat
- Diebold Nixdorf, IncorporatedDBD3,770 shares · 0.0% of their software$165KFlat
- Pagaya Technologies Ltd.PGY14,843 shares · 0.0% of their software$156KFlat
- PubMaticPUBM16,931 shares · 0.0% of their software$155KFlat
- DoceboDCBO4,815 shares · 0.0% of their software$138KFlat
- NextNav Inc.NN10,691 shares · 0.0% of their software$130KFlat
- GigaCloud Technology Inc.GCT9,103 shares · 0.0% of their software$129KFlat
- Repay Holdings CorporationRPAY22,353 shares · 0.0% of their software$125KFlat
- i3 Verticals, Inc.IIIV4,992 shares · 0.0% of their software$123KFlat
- Riskified Ltd.RSKD26,082 shares · 0.0% of their software$120KFlat
- PowerFleet, Inc.AIOT21,773 shares · 0.0% of their software$120KNew · Flat
- OneSpan Inc.OSPN7,395 shares · 0.0% of their software$113KFlat
- PaymentusPAY3,922 shares · 0.0% of their software$102KFlat
- N-ableNABL14,352 shares · 0.0% of their software$102KFlat
- Thryv Holdings, Inc.THRY7,521 shares · 0.0% of their software$96KFlat
- PDF Solutions, Inc.PDFS5,014 shares · 0.0% of their software$96KFlat
- International Money Express, Inc.IMXI7,271 shares · 0.0% of their software$92KFlat
- Simulations PlusSLP3,445 shares · 0.0% of their software$84KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$82KFlat
- Commerce.com, Inc.CMRC12,973 shares · 0.0% of their software$75KFlat
- Definitive HealthcareDH21,292 shares · 0.0% of their software$62KFlat
- Mitek Systems, Inc.MITK6,159 shares · 0.0% of their software$51KFlat
- Arqit Quantum Inc.ARQQ2,876 shares · 0.0% of their software$40KNew · Flat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$36KFlat
- Ibotta, Inc.IBTA600 shares · 0.0% of their software$25KNew · Flat