Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q3 2025 · compared with Q2 2025
- Software
- $5.1B
- Weight of 13F
- 11.7%
- Names
- 190
- Net bought
- −$41.7M
Filed 14 November 2025 · SEC filing.
2,487 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
- MicrosoftMSFT4,383,892 shares · 44.7% of their software · price +$90.0M$2.3B−$95.8M
- OracleORCL1,112,633 shares · 6.2% of their software · price +$69.7M$313M+$52.0M
- AdobeADBE488,647 shares · 3.4% of their software · price −$16.7M$172M−$4.9M
- SalesforceCRM662,793 shares · 3.1% of their software · price −$23.7M$157M−$59.6M
- Palo Alto NetworksPANW671,326 shares · 2.7% of their software · price −$685K$137M+$40.1M
- PalantirPLTR741,190 shares · 2.7% of their software · price +$34.2M$135MFlat
- IntuitINTU194,525 shares · 2.6% of their software · price −$20.4M$133MFlat
- ServiceNowNOW130,890 shares · 2.4% of their software · price −$14.1M$120M+$3.4M
- Uber Technologies, Inc.UBER1,120,627 shares · 2.2% of their software · price +$5.2M$110M+$2.6M
- FortinetFTNT1,201,925 shares · 2.0% of their software · price −$26.0M$101M+$47.2M
- ShopifySHOP568,186 shares · 1.7% of their software · price +$18.9M$84.4MFlat
- AutodeskADSK257,629 shares · 1.6% of their software · price +$2.1M$81.8M−$6.5M
- Automatic Data Processing, Inc.ADP256,370 shares · 1.5% of their software · price −$3.8M$75.2M−$2.7M
- Fiserv, Inc.FISV581,307 shares · 1.5% of their software · price −$25.3M$74.9M−$2.8M
- SynopsysSNPS148,312 shares · 1.4% of their software · price −$2.9M$73.2M+$6.7M
- AppLovinAPP70,729 shares · 1.0% of their software · price +$26.1M$50.8MFlat
- ZscalerZS165,548 shares · 1.0% of their software · price −$2.4M$49.6M+$9.2M
- VeevaVEEV164,441 shares · 1.0% of their software · price +$1.6M$49.0M−$1.4M
- PTCPTC231,437 shares · 0.9% of their software · price +$7.1M$47.0M+$1.3M
- CrowdStrikeCRWD87,952 shares · 0.8% of their software · price −$1.7M$43.1M+$2.6M
- CadenceCDNS100,399 shares · 0.7% of their software · price +$4.3M$35.3MFlat
- SnowflakeSNOW147,645 shares · 0.7% of their software$33.3M−$1.7M
- Bentley SystemsBSY579,829 shares · 0.6% of their software · price −$1.4M$29.8M+$4.9M
- NutanixNTNX388,261 shares · 0.6% of their software · price −$796K$28.9M−$558K
- Roper Technologies, Inc.ROP55,431 shares · 0.5% of their software · price −$3.8M$27.6M+$2.3M
- ZoomZM334,520 shares · 0.5% of their software · price +$1.5M$27.6M−$1.8M
- Tyler TechnologiesTYL51,866 shares · 0.5% of their software · price −$3.6M$27.1M+$994K
- SS&CSSNC262,836 shares · 0.5% of their software · price +$1.6M$23.3M+$6.5M
- CloudflareNET107,764 shares · 0.5% of their software · price +$2.0M$23.1M−$1.9M
- TrimbleTRMB273,098 shares · 0.4% of their software · price +$1.5M$22.3M+$3.1M
- Gen DigitalGEN769,303 shares · 0.4% of their software · price −$777K$21.8M−$7.1M
- Strategy IncMSTR66,089 shares · 0.4% of their software · price −$5.4M$21.3M−$915K
- Block, Inc.XYZ282,586 shares · 0.4% of their software · price +$1.2M$20.4M−$2.7M
- NetApp, Inc.NTAP170,434 shares · 0.4% of their software · price +$2.0M$20.2M−$5.8M
- WorkdayWDAY80,425 shares · 0.4% of their software$19.4M−$13.8M
- AkamaiAKAM243,326 shares · 0.4% of their software · price −$973K$18.4MFlat
- AtlassianTEAM111,399 shares · 0.4% of their software · price −$4.8M$17.8M+$2.8M
- Paychex, Inc.PAYX138,667 shares · 0.3% of their software · price −$2.6M$17.6M−$20.4M
- ToastTOST462,033 shares · 0.3% of their software · price −$3.6M$16.9M+$8.7M
- Check PointCHKP74,038 shares · 0.3% of their software · price −$1.1M$15.3MFlat
- GoDaddyGDDY111,135 shares · 0.3% of their software · price −$4.8M$15.2M+$13.6M
- F5, Inc.FFIV46,973 shares · 0.3% of their software · price +$1.4M$15.2M−$1.6M
- CoStarCSGP170,973 shares · 0.3% of their software · price +$679K$14.4MFlat
- TwilioTWLO141,481 shares · 0.3% of their software · price −$3.4M$14.2M−$2.6M
- VeriskVRSK56,061 shares · 0.3% of their software · price −$3.4M$14.1M−$11.4M
- OktaOKTA150,532 shares · 0.3% of their software · price −$1.2M$13.8M+$1.5M
- HubSpotHUBS26,870 shares · 0.2% of their software · price −$2.4M$12.6M+$3.7M
- DatadogDDOG83,193 shares · 0.2% of their software · price +$671K$11.8MFlat
- BroadridgeBR41,534 shares · 0.2% of their software$9.9M−$18.1M
- Fair IsaacFICO5,876 shares · 0.2% of their software · price −$1.9M$8.8MFlat
- The Trade DeskTTD175,408 shares · 0.2% of their software · price −$4.0M$8.6M+$735K
- PaycomPAYC39,865 shares · 0.2% of their software · price −$927K$8.3M−$1.4M
- DocuSignDOCU114,344 shares · 0.2% of their software · price −$663K$8.2MFlat
- VeriSign, Inc.VRSN24,504 shares · 0.1% of their software$6.9MFlat
- MongoDBMDB19,612 shares · 0.1% of their software · price +$2.0M$6.1MFlat
- Corpay, Inc.CPAY20,003 shares · 0.1% of their software · price −$875K$5.8MFlat
- DoximityDOCS75,503 shares · 0.1% of their software · price +$892K$5.5M+$1.9M
- DynatraceDT113,797 shares · 0.1% of their software · price −$769K$5.5M−$674K
- GuidewireGWRE23,277 shares · 0.1% of their software$5.4MFlat
- Grab Holdings LimitedGRAB825,774 shares · 0.1% of their software · price +$818K$5.0M−$1.7M
- Manhattan AssociatesMANH23,975 shares · 0.1% of their software$4.9M+$628K
- QualysQLYS31,781 shares · 0.1% of their software$4.2MFlat
- InterDigital, Inc.IDCC11,598 shares · 0.1% of their software · price +$1.4M$4.0MFlat
- DuolingoDUOL12,213 shares · 0.1% of their software · price −$1.1M$3.9M+$926K
- DescartesDSGX41,369 shares · 0.1% of their software$3.9MFlat
- FactSetFDS13,382 shares · 0.1% of their software · price −$2.2M$3.8M+$531K
- CommvaultCVLT20,178 shares · 0.1% of their software$3.8MFlat
- ElasticESTC43,371 shares · 0.1% of their software$3.7MFlat
- monday.comMNDY18,785 shares · 0.1% of their software · price −$2.3M$3.6MFlat
- Rubrik, Inc.RBRK43,605 shares · 0.1% of their software$3.6M+$995K
- SentinelOneS197,810 shares · 0.1% of their software$3.5M+$1.5M
- VaronisVRNS57,014 shares · 0.1% of their software$3.3MFlat
- WixWIX16,554 shares · 0.1% of their software$2.9M−$922K
- Lyft, Inc.LYFT132,992 shares · 0.1% of their software · price +$831K$2.9MFlat
- ProcorePCOR37,673 shares · 0.1% of their software$2.7MFlat
- UnityU67,230 shares · 0.1% of their software · price +$1.1M$2.7MFlat
- OpenTextOTEX71,168 shares · 0.1% of their software · price +$582K$2.7MFlat
- SamsaraIOT66,855 shares · 0.0% of their software$2.5MFlat
- Life360, Inc.LIF23,349 shares · 0.0% of their software · price +$958K$2.5MFlat
- PaylocityPCTY13,737 shares · 0.0% of their software$2.2MFlat
- PegasystemsPEGA33,201 shares · 0.0% of their software$1.9MFlat
- UiPathPATH142,631 shares · 0.0% of their software$1.9MFlat
- GitLabGTLB40,766 shares · 0.0% of their software$1.8MFlat
- MorningstarMORN7,674 shares · 0.0% of their software · price −$629K$1.8MFlat
- DropboxDBX58,691 shares · 0.0% of their software$1.8MFlat
- TenableTENB57,186 shares · 0.0% of their software$1.7MFlat
- ACI WorldwideACIW30,803 shares · 0.0% of their software$1.6MFlat
- Q2QTWO21,426 shares · 0.0% of their software$1.6MFlat
- Core Scientific, Inc.CORZ84,757 shares · 0.0% of their software$1.5MFlat
- JFrogFROG31,216 shares · 0.0% of their software$1.5MFlat
- WEX Inc.WEX9,328 shares · 0.0% of their software$1.5MFlat
- BILLBILL27,010 shares · 0.0% of their software$1.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC151,581 shares · 0.0% of their software$1.4MFlat
- SPS CommerceSPSC12,741 shares · 0.0% of their software$1.3MFlat
- CertaraCERT105,442 shares · 0.0% of their software$1.3M+$679K
- BoxBOX38,648 shares · 0.0% of their software$1.2MFlat
- AppFolioAPPF4,465 shares · 0.0% of their software$1.2MFlat
- WorkivaWK14,037 shares · 0.0% of their software$1.2MFlat
- WaystarWAY30,936 shares · 0.0% of their software$1.2MFlat
- SoundHound AI, Inc.SOUN72,099 shares · 0.0% of their software$1.2MFlat
- Global-EGLBE31,558 shares · 0.0% of their software$1.1MFlat
- MagniteMGNI48,871 shares · 0.0% of their software$1.1MFlat
- Shift4 Payments, Inc.FOUR12,304 shares · 0.0% of their software$952KFlat
- KlaviyoKVYO33,650 shares · 0.0% of their software$932KFlat
- C3.aiAI52,312 shares · 0.0% of their software$907KFlat
- Clearwater AnalyticsCWAN48,787 shares · 0.0% of their software$879K—
- AvePointAVPT55,570 shares · 0.0% of their software$834KFlat
- Cellebrite DI Ltd.CLBT44,669 shares · 0.0% of their software$828KFlat
- nCinoNCNO29,889 shares · 0.0% of their software$810KFlat
- BlackBerry LimitedBB163,354 shares · 0.0% of their software$797KFlat
- Alarm.com Holdings, Inc.ALRM15,004 shares · 0.0% of their software$796KFlat
- EVERTEC, Inc.EVTC23,352 shares · 0.0% of their software$789KFlat
- NCR Atleos CorporationNATL20,008 shares · 0.0% of their software$787KFlat
- PaymentusPAY25,701 shares · 0.0% of their software$786K+$622K
- Intapp, Inc.INTA19,225 shares · 0.0% of their software$786KFlat
- BlackLineBL14,520 shares · 0.0% of their software$771KFlat
- ProgressPRGS17,521 shares · 0.0% of their software$770KFlat
- Agilysys, Inc.AGYS7,231 shares · 0.0% of their software$761KFlat
- DoubleVerifyDV63,460 shares · 0.0% of their software$760KFlat
- Calix, Inc.CALX12,352 shares · 0.0% of their software$758KFlat
- Zeta GlobalZETA37,727 shares · 0.0% of their software$750KFlat
- ZoomInfoZI68,267 shares · 0.0% of their software$745K—
- BrazeBRZE26,104 shares · 0.0% of their software$742KFlat
- RingCentralRNG25,839 shares · 0.0% of their software$732KFlat
- Clear Secure, Inc.YOU21,547 shares · 0.0% of their software$719KFlat
- BlackbaudBLKB10,730 shares · 0.0% of their software$690KFlat
- DigitalOceanDOCN19,893 shares · 0.0% of their software$680KFlat
- Payoneer Global Inc.PAYO111,948 shares · 0.0% of their software$677KFlat
- Pagaya Technologies Ltd.PGY22,363 shares · 0.0% of their software$664KFlat
- Euronet Worldwide, Inc.EEFT7,464 shares · 0.0% of their software$655KFlat
- CourseraCOUR55,807 shares · 0.0% of their software$654KFlat
- AlkamiALKT25,783 shares · 0.0% of their software$640KFlat
- Adeia Inc.ADEA36,605 shares · 0.0% of their software$615KFlat
- NetScout Systems, Inc.NTCT23,258 shares · 0.0% of their software$601KFlat
- Remitly Global, Inc.RELY36,142 shares · 0.0% of their software$589KFlat
- Arqit Quantum Inc.ARQQ14,473 shares · 0.0% of their software$561KFlat
- TeradataTDC25,514 shares · 0.0% of their software$549KFlat
- Five9FIVN22,358 shares · 0.0% of their software$541KFlat
- Donnelley Financial Solutions, Inc.DFIN9,947 shares · 0.0% of their software$512KFlat
- LiveRamp Holdings, Inc.RAMP18,361 shares · 0.0% of their software$498KFlat
- SchrödingerSDGR24,469 shares · 0.0% of their software$491KFlat
- FreshworksFRSH41,427 shares · 0.0% of their software$488KFlat
- A10 Networks, Inc.ATEN26,620 shares · 0.0% of their software$483KFlat
- PhreesiaPHR20,375 shares · 0.0% of their software$479KFlat
- LightspeedLSPD39,615 shares · 0.0% of their software$458KFlat
- Nayax Ltd.NYAX9,467 shares · 0.0% of their software$454KFlat
- AsanaASAN33,739 shares · 0.0% of their software$451KFlat
- AmplitudeAMPL41,607 shares · 0.0% of their software$446KFlat
- Alight, Inc.ALIT135,508 shares · 0.0% of their software$442KFlat
- Simulations PlusSLP28,000 shares · 0.0% of their software$422KFlat
- PagerDutyPD24,799 shares · 0.0% of their software$410KFlat
- Upbound Group, Inc.UPBD15,612 shares · 0.0% of their software$369KFlat
- Bitdeer Technologies GroupBTDR21,263 shares · 0.0% of their software$363KFlat
- FlywireFLYW26,368 shares · 0.0% of their software$357KFlat
- FastlyFSLY41,503 shares · 0.0% of their software$355KFlat
- OneSpan Inc.OSPN21,290 shares · 0.0% of their software$338KFlat
- Radware Ltd.RDWR12,694 shares · 0.0% of their software$336KFlat
- VertexVERX13,063 shares · 0.0% of their software$324KFlat
- PAR Technology CorporationPAR8,088 shares · 0.0% of their software$320KFlat
- Rapid7RPD16,837 shares · 0.0% of their software$316KFlat
- ePlus inc.PLUS4,414 shares · 0.0% of their software$313KFlat
- Blend Labs, Inc.BLND80,144 shares · 0.0% of their software$293KFlat
- Grindr Inc.GRND19,352 shares · 0.0% of their software$291KFlat
- SprinklrCXM36,029 shares · 0.0% of their software$278KFlat
- AppianAPPN9,074 shares · 0.0% of their software$277KFlat
- YextYEXT31,232 shares · 0.0% of their software$266KFlat
- i3 Verticals, Inc.IIIV7,851 shares · 0.0% of their software$255KFlat
- CoreWeave, Inc.CRWV1,842 shares · 0.0% of their software$252KFlat
- Thryv Holdings, Inc.THRY20,060 shares · 0.0% of their software$242KFlat
- Sprout SocialSPT16,976 shares · 0.0% of their software$219KFlat
- Diebold Nixdorf, IncorporatedDBD3,770 shares · 0.0% of their software$215KFlat
- NextNav Inc.NN14,369 shares · 0.0% of their software$205KFlat
- Sabre CorporationSABR109,185 shares · 0.0% of their software$200KFlat
- SimilarwebSMWB21,032 shares · 0.0% of their software$196KFlat
- Riskified Ltd.RSKD41,329 shares · 0.0% of their software$193KFlat
- DoceboDCBO7,063 shares · 0.0% of their software$193KFlat
- PDF Solutions, Inc.PDFS7,432 shares · 0.0% of their software$192KFlat
- Ibotta, Inc.IBTA6,800 shares · 0.0% of their software$189KFlat
- Ribbon Communications Inc.RBBN47,307 shares · 0.0% of their software$180KFlat
- GigaCloud Technology Inc.GCT5,853 shares · 0.0% of their software$166KFlat
- PowerFleet, Inc.AIOT21,773 shares · 0.0% of their software$114KFlat
- N-ableNABL14,352 shares · 0.0% of their software$112KFlat
- Endava plcDAVA10,918 shares · 0.0% of their software$99KNew · Flat
- Figma, Inc.FIG1,658 shares · 0.0% of their software$86KNew · Flat
- SemrushSEMR8,744 shares · 0.0% of their software$62KFlat
- PubMaticPUBM5,852 shares · 0.0% of their software$48KFlat
- WeRide Inc.WRD895 shares · 0.0% of their software$9KNew · Flat
- Commerce.com, Inc.CMRC154 shares · 0.0% of their software$768Flat
- NICENICE1 shares · 0.0% of their software$145Flat
- Kingsoft Cloud Holdings LimitedKC2 shares · 0.0% of their software$30Flat