Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q2 2025 · compared with Q1 2025
- Software
- $5.0B
- Weight of 13F
- 12.4%
- Names
- 188
- Net bought
- +$440M
Filed 7 August 2025 · SEC filing.
2,490 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
- MicrosoftMSFT4,576,469 shares · 45.1% of their software · price +$558M$2.3B+$128M
- SalesforceCRM881,237 shares · 4.8% of their software · price +$3.8M$240M+$13.5M
- AdobeADBE501,439 shares · 3.8% of their software · price +$1.7M$194M+$12.1M
- OracleORCL874,918 shares · 3.8% of their software · price +$69.0M$191M+$54.8M
- IntuitINTU194,449 shares · 3.0% of their software · price +$33.8M$153M+$36.8M
- ServiceNowNOW127,547 shares · 2.6% of their software · price +$29.6M$131M+$17.2M
- Fiserv, Inc.FISV597,459 shares · 2.0% of their software · price −$28.9M$103M+$65.6M
- Uber Technologies, Inc.UBER1,093,206 shares · 2.0% of their software · price +$22.3M$102M+$22.6M
- PalantirPLTR743,049 shares · 2.0% of their software · price +$38.6M$101M+$1.9M
- Palo Alto NetworksPANW475,405 shares · 1.9% of their software · price +$16.2M$97.3MFlat
- AutodeskADSK278,504 shares · 1.7% of their software · price +$13.3M$86.2M+$11.8M
- Automatic Data Processing, Inc.ADP265,155 shares · 1.6% of their software · price +$761K$81.8M+$4.5M
- FortinetFTNT755,389 shares · 1.6% of their software · price +$7.1M$79.9M−$6.5M
- SynopsysSNPS135,174 shares · 1.4% of their software · price +$11.3M$69.3M−$7.1M
- ShopifySHOP565,784 shares · 1.3% of their software · price +$11.2M$65.3M+$4.1M
- VeevaVEEV169,146 shares · 1.0% of their software · price +$9.5M$48.7M+$4.0M
- ZscalerZS136,344 shares · 0.8% of their software · price +$15.8M$42.8M+$8.2M
- CrowdStrikeCRWD82,881 shares · 0.8% of their software · price +$13.0M$42.2M−$17.3M
- Paychex, Inc.PAYX279,024 shares · 0.8% of their software · price −$2.5M$40.6M+$3.9M
- PTCPTC223,797 shares · 0.8% of their software · price +$3.9M$38.6M+$5.9M
- SnowflakeSNOW155,361 shares · 0.7% of their software · price +$12.1M$34.8M+$3.0M
- WorkdayWDAY137,880 shares · 0.7% of their software · price +$892K$33.1M+$9.5M
- CadenceCDNS99,451 shares · 0.6% of their software · price +$5.4M$30.6M+$905K
- NutanixNTNX395,560 shares · 0.6% of their software · price +$2.6M$30.2M+$8.4M
- Tyler TechnologiesTYL50,189 shares · 0.6% of their software · price +$575K$29.8M+$6.4M
- Gen DigitalGEN1,011,562 shares · 0.6% of their software · price +$2.9M$29.7M+$3.2M
- Roper Technologies, Inc.ROP51,405 shares · 0.6% of their software · price −$1.2M$29.1M+$2.6M
- VeriskVRSK92,521 shares · 0.6% of their software · price +$1.3M$28.8M+$13.4M
- BroadridgeBR116,051 shares · 0.6% of their software$28.2M+$1.0M
- ZoomZM357,570 shares · 0.6% of their software · price +$1.5M$27.9M+$15.0M
- Strategy IncMSTR68,353 shares · 0.5% of their software · price +$7.9M$27.6M+$5.4M
- Bentley SystemsBSY488,184 shares · 0.5% of their software · price +$7.1M$26.3M+$8.3M
- AppLovinAPP71,676 shares · 0.5% of their software · price +$6.1M$25.1M+$5.3M
- NetApp, Inc.NTAP224,445 shares · 0.5% of their software · price +$4.2M$23.9M−$1.3M
- CloudflareNET117,415 shares · 0.5% of their software · price +$9.8M$23.0M+$4.1M
- Block, Inc.XYZ322,803 shares · 0.4% of their software · price +$4.4M$21.9M+$3.2M
- TwilioTWLO162,137 shares · 0.4% of their software · price +$4.3M$20.2M−$746K
- AtlassianTEAM97,676 shares · 0.4% of their software · price −$891K$19.8MFlat
- AkamaiAKAM242,406 shares · 0.4% of their software$19.3M+$2.9M
- TrimbleTRMB232,742 shares · 0.4% of their software · price +$2.4M$17.7M+$9.1M
- Check PointCHKP74,386 shares · 0.3% of their software$16.5M+$2.4M
- F5, Inc.FFIV52,266 shares · 0.3% of their software · price +$1.5M$15.4M−$6.5M
- SS&CSSNC183,873 shares · 0.3% of their software$15.2M+$8.0M
- OktaOKTA135,076 shares · 0.3% of their software · price −$709K$13.5M−$2.0M
- CoStarCSGP165,824 shares · 0.3% of their software$13.3MFlat
- The Trade DeskTTD165,201 shares · 0.2% of their software · price +$2.9M$11.9M+$555K
- ToastTOST265,294 shares · 0.2% of their software · price +$3.0M$11.7M+$1.8M
- HubSpotHUBS20,259 shares · 0.2% of their software$11.3M−$7.4M
- DatadogDDOG82,828 shares · 0.2% of their software · price +$2.9M$11.1M+$1.1M
- PaycomPAYC45,947 shares · 0.2% of their software · price +$594K$10.6M−$2.3M
- Fair IsaacFICO5,725 shares · 0.2% of their software$10.5M−$21.5M
- DocuSignDOCU113,814 shares · 0.2% of their software$8.9M−$9.9M
- Corpay, Inc.CPAY21,098 shares · 0.1% of their software$7.0M+$1.7M
- DynatraceDT125,998 shares · 0.1% of their software · price +$1.0M$7.0M−$566K
- VeriSign, Inc.VRSN23,379 shares · 0.1% of their software · price +$817K$6.8MFlat
- GoDaddyGDDY35,813 shares · 0.1% of their software$6.4M+$1.0M
- Grab Holdings LimitedGRAB1,154,316 shares · 0.1% of their software · price +$577K$5.8M−$1.7M
- monday.comMNDY17,707 shares · 0.1% of their software · price +$1.3M$5.6MFlat
- FactSetFDS12,195 shares · 0.1% of their software$5.5M−$1.9M
- GuidewireGWRE22,429 shares · 0.1% of their software · price +$1.1M$5.3MFlat
- DescartesDSGX45,551 shares · 0.1% of their software$4.6M+$601K
- MongoDBMDB21,417 shares · 0.1% of their software · price +$741K$4.5M+$1.1M
- QualysQLYS31,223 shares · 0.1% of their software · price +$529K$4.5MFlat
- Manhattan AssociatesMANH20,795 shares · 0.1% of their software · price +$508K$4.1M+$1.4M
- DuolingoDUOL9,955 shares · 0.1% of their software · price +$990K$4.1M+$1.2M
- WixWIX22,370 shares · 0.1% of their software$3.5M−$1.9M
- ElasticESTC40,962 shares · 0.1% of their software$3.5MFlat
- CommvaultCVLT19,682 shares · 0.1% of their software$3.4MFlat
- Rubrik, Inc.RBRK32,497 shares · 0.1% of their software · price +$930K$2.9M+$630K
- InterDigital, Inc.IDCC12,774 shares · 0.1% of their software$2.9M+$980K
- VaronisVRNS55,253 shares · 0.1% of their software · price +$569K$2.8MFlat
- DoximityDOCS44,779 shares · 0.1% of their software$2.7M+$528K
- MorningstarMORN8,212 shares · 0.1% of their software$2.6MFlat
- SamsaraIOT63,567 shares · 0.1% of their software$2.5MFlat
- ProcorePCOR36,761 shares · 0.0% of their software$2.5M+$652K
- PaylocityPCTY13,209 shares · 0.0% of their software$2.4MFlat
- PegasystemsPEGA40,312 shares · 0.0% of their software · price −$620K$2.2M+$1.5M
- SentinelOneS113,829 shares · 0.0% of their software$2.1MFlat
- Lyft, Inc.LYFT116,333 shares · 0.0% of their software$1.8M+$535K
- OpenTextOTEX60,989 shares · 0.0% of their software$1.8MFlat
- TenableTENB52,123 shares · 0.0% of their software$1.8MFlat
- UiPathPATH135,763 shares · 0.0% of their software$1.7MFlat
- Q2QTWO17,515 shares · 0.0% of their software$1.6MFlat
- DropboxDBX54,332 shares · 0.0% of their software$1.6MFlat
- GitLabGTLB33,963 shares · 0.0% of their software$1.5MFlat
- CCC Intelligent Solutions Holdings Inc.CCC151,581 shares · 0.0% of their software$1.4MFlat
- WEX Inc.WEX9,656 shares · 0.0% of their software$1.4MFlat
- SPS CommerceSPSC10,413 shares · 0.0% of their software$1.4MFlat
- ACI WorldwideACIW30,803 shares · 0.0% of their software$1.4MFlat
- Core Scientific, Inc.CORZ81,357 shares · 0.0% of their software · price +$800K$1.4MFlat
- UnityU55,404 shares · 0.0% of their software$1.3MFlat
- BoxBOX38,648 shares · 0.0% of their software$1.3MFlat
- JFrogFROG29,955 shares · 0.0% of their software$1.3MFlat
- Life360, Inc.LIF20,052 shares · 0.0% of their software · price +$539K$1.3MFlat
- AppFolioAPPF5,633 shares · 0.0% of their software$1.3MFlat
- WaystarWAY31,188 shares · 0.0% of their software$1.3MFlat
- BILLBILL27,010 shares · 0.0% of their software$1.2MFlat
- MagniteMGNI48,871 shares · 0.0% of their software · price +$621K$1.2MFlat
- Shift4 Payments, Inc.FOUR11,738 shares · 0.0% of their software$1.2MFlat
- SoundHound AI, Inc.SOUN101,294 shares · 0.0% of their software$1.1MFlat
- Global-EGLBE31,558 shares · 0.0% of their software$1.1MFlat
- Clearwater AnalyticsCWAN45,910 shares · 0.0% of their software$1.0M—
- Intapp, Inc.INTA19,090 shares · 0.0% of their software$985KFlat
- AvePointAVPT48,348 shares · 0.0% of their software$934KFlat
- WorkivaWK13,269 shares · 0.0% of their software$908KFlat
- C3.aiAI36,785 shares · 0.0% of their software$904KFlat
- DoubleVerifyDV59,746 shares · 0.0% of their software$894KFlat
- KlaviyoKVYO25,286 shares · 0.0% of their software$849KFlat
- nCinoNCNO29,889 shares · 0.0% of their software$836KFlat
- ZoomInfoZI82,163 shares · 0.0% of their software$831K—
- Agilysys, Inc.AGYS7,231 shares · 0.0% of their software$829KFlat
- BlackLineBL14,520 shares · 0.0% of their software$822KFlat
- A10 Networks, Inc.ATEN41,968 shares · 0.0% of their software$812KFlat
- EVERTEC, Inc.EVTC21,658 shares · 0.0% of their software$781KFlat
- Alarm.com Holdings, Inc.ALRM13,711 shares · 0.0% of their software$776KFlat
- RingCentralRNG27,278 shares · 0.0% of their software$773KFlat
- Alight, Inc.ALIT135,508 shares · 0.0% of their software$767KFlat
- Euronet Worldwide, Inc.EEFT7,464 shares · 0.0% of their software$757KFlat
- BlackBerry LimitedBB163,354 shares · 0.0% of their software$749KFlat
- Cellebrite DI Ltd.CLBT44,669 shares · 0.0% of their software$715KFlat
- AlkamiALKT23,625 shares · 0.0% of their software$712KFlat
- ProgressPRGS10,964 shares · 0.0% of their software$700KFlat
- Payoneer Global Inc.PAYO101,987 shares · 0.0% of their software$699KFlat
- BrazeBRZE23,674 shares · 0.0% of their software$665KFlat
- Calix, Inc.CALX12,352 shares · 0.0% of their software$657KFlat
- Rapid7RPD27,866 shares · 0.0% of their software$645KFlat
- BlackbaudBLKB9,802 shares · 0.0% of their software$629KFlat
- Donnelley Financial Solutions, Inc.DFIN9,947 shares · 0.0% of their software$613KFlat
- LiveRamp Holdings, Inc.RAMP18,361 shares · 0.0% of their software$607KFlat
- Clear Secure, Inc.YOU21,691 shares · 0.0% of their software$602KFlat
- Five9FIVN22,358 shares · 0.0% of their software$592KFlat
- NetScout Systems, Inc.NTCT23,258 shares · 0.0% of their software$577KFlat
- NCR Atleos CorporationNATL20,008 shares · 0.0% of their software$571KFlat
- TeradataTDC25,514 shares · 0.0% of their software$569KFlat
- DigitalOceanDOCN19,893 shares · 0.0% of their software$568KFlat
- PAR Technology CorporationPAR8,088 shares · 0.0% of their software$561KFlat
- CertaraCERT47,442 shares · 0.0% of their software$555KFlat
- Zeta GlobalZETA34,659 shares · 0.0% of their software$537KFlat
- Adeia Inc.ADEA35,429 shares · 0.0% of their software$501KFlat
- FlywireFLYW42,709 shares · 0.0% of their software$500KFlat
- Simulations PlusSLP28,445 shares · 0.0% of their software$496K+$613K
- FreshworksFRSH33,053 shares · 0.0% of their software$493KFlat
- Remitly Global, Inc.RELY26,042 shares · 0.0% of their software$489KFlat
- SchrödingerSDGR24,107 shares · 0.0% of their software$485KFlat
- Nayax Ltd.NYAX9,467 shares · 0.0% of their software$478KFlat
- PhreesiaPHR16,443 shares · 0.0% of their software$468KFlat
- VertexVERX13,063 shares · 0.0% of their software$462KFlat
- AsanaASAN33,739 shares · 0.0% of their software$455KFlat
- AmplitudeAMPL35,355 shares · 0.0% of their software$438KFlat
- CourseraCOUR46,918 shares · 0.0% of their software$411KFlat
- LightspeedLSPD34,846 shares · 0.0% of their software$408KFlat
- Upbound Group, Inc.UPBD15,612 shares · 0.0% of their software$392KFlat
- Pagaya Technologies Ltd.PGY17,859 shares · 0.0% of their software$381KFlat
- PagerDutyPD24,799 shares · 0.0% of their software$379KFlat
- Grindr Inc.GRND15,927 shares · 0.0% of their software$362KFlat
- Sprout SocialSPT16,976 shares · 0.0% of their software$355KFlat
- Sabre CorporationSABR109,185 shares · 0.0% of their software$345KFlat
- ePlus inc.PLUS4,414 shares · 0.0% of their software$318KFlat
- Radware Ltd.RDWR10,789 shares · 0.0% of their software$318KFlat
- SprinklrCXM36,029 shares · 0.0% of their software$305KFlat
- Arqit Quantum Inc.ARQQ7,936 shares · 0.0% of their software$294KFlat
- FastlyFSLY41,503 shares · 0.0% of their software$293KFlat
- AppianAPPN9,074 shares · 0.0% of their software$271KFlat
- Blend Labs, Inc.BLND80,144 shares · 0.0% of their software$264KFlat
- YextYEXT29,216 shares · 0.0% of their software$248KFlat
- Red Violet, Inc.RDVT4,842 shares · 0.0% of their software$238KNew · Flat
- OneSpan Inc.OSPN13,185 shares · 0.0% of their software$220KFlat
- PaymentusPAY6,701 shares · 0.0% of their software$219KFlat
- i3 Verticals, Inc.IIIV7,851 shares · 0.0% of their software$216KFlat
- Diebold Nixdorf, IncorporatedDBD3,770 shares · 0.0% of their software$209KFlat
- PowerFleet, Inc.AIOT47,593 shares · 0.0% of their software$205KFlat
- Ribbon Communications Inc.RBBN47,307 shares · 0.0% of their software$190KFlat
- Thryv Holdings, Inc.THRY15,000 shares · 0.0% of their software$182KFlat
- SimilarwebSMWB21,032 shares · 0.0% of their software$165KFlat
- NextNav Inc.NN10,691 shares · 0.0% of their software$163KFlat
- Bitdeer Technologies GroupBTDR13,938 shares · 0.0% of their software$160KFlat
- PDF Solutions, Inc.PDFS7,432 shares · 0.0% of their software$159KFlat
- CoreWeave, Inc.CRWV972 shares · 0.0% of their software$158KNew · Flat
- Ibotta, Inc.IBTA4,200 shares · 0.0% of their software$154KFlat
- DoceboDCBO4,815 shares · 0.0% of their software$139KFlat
- Riskified Ltd.RSKD26,082 shares · 0.0% of their software$130KFlat
- N-ableNABL14,352 shares · 0.0% of their software$116KFlat
- GigaCloud Technology Inc.GCT5,094 shares · 0.0% of their software$101KFlat
- SemrushSEMR8,744 shares · 0.0% of their software$79KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$73KFlat
- Commerce.com, Inc.CMRC154 shares · 0.0% of their software$770Flat
- NICENICE1 shares · 0.0% of their software$169New · Flat
- Kingsoft Cloud Holdings LimitedKC2 shares · 0.0% of their software$25New · Flat