Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q1 2026 · compared with Q4 2025
- Software
- $4.2B
- Weight of 13F
- 9.2%
- Names
- 194
- Net bought
- +$1.9B
2,488 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
- MicrosoftMSFT5,373,605 shares · 47.1% of their software · price −$610M$2.0B+$255M
- AdobeADBE721,621 shares · 4.2% of their software · price −$77.1M$175M+$46.3M
- Palo Alto NetworksPANW864,107 shares · 3.3% of their software · price −$20.6M$139MNew · +$159M
- OracleORCL908,982 shares · 3.2% of their software · price −$43.4M$134MFlat
- IntuitINTU298,523 shares · 3.1% of their software · price −$68.7M$129MNew · +$198M
- Uber Technologies, Inc.UBER1,699,861 shares · 2.9% of their software · price −$16.6M$122M−$3.8M
- SalesforceCRM631,486 shares · 2.8% of their software · price −$49.4M$118MNew · +$167M
- PalantirPLTR780,612 shares · 2.7% of their software · price −$24.6M$114MNew · +$139M
- FortinetFTNT1,213,433 shares · 2.3% of their software · price +$2.8M$99.2MNew · +$96.4M
- ServiceNowNOW862,660 shares · 2.1% of their software · price −$42.0M$90.2MNew · +$132M
- SynopsysSNPS206,213 shares · 1.9% of their software · price −$15.1M$81.8M+$16.4M
- ShopifySHOP578,057 shares · 1.6% of their software · price −$24.5M$68.6M+$5.1M
- AutodeskADSK266,452 shares · 1.5% of their software · price −$15.1M$63.8MNew · +$78.9M
- CrowdStrikeCRWD151,766 shares · 1.4% of their software · price −$11.9M$59.3MNew · +$71.1M
- Automatic Data Processing, Inc.ADP279,787 shares · 1.3% of their software · price −$15.1M$56.8MNew · +$72.0M
- CadenceCDNS170,199 shares · 1.1% of their software · price −$5.9M$47.3MNew · +$53.2M
- PTCPTC203,296 shares · 0.7% of their software · price −$6.4M$29.0MNew · +$35.4M
- Paychex, Inc.PAYX306,850 shares · 0.7% of their software · price −$6.2M$28.3M+$14.4M
- DatadogDDOG226,916 shares · 0.6% of their software · price −$4.1M$26.8M+$5.6M
- AppLovinAPP65,038 shares · 0.6% of their software · price −$17.9M$25.9MNew · +$43.8M
- VeevaVEEV142,681 shares · 0.6% of their software · price −$6.8M$25.1M−$7.4M
- Block, Inc.XYZ383,939 shares · 0.5% of their software · price −$1.9M$23.1M+$6.3M
- ZscalerZS161,691 shares · 0.5% of their software · price −$13.7M$22.7M+$1.9M
- NetApp, Inc.NTAP207,827 shares · 0.5% of their software · price −$977K$21.3MNew · +$22.3M
- TwilioTWLO167,645 shares · 0.5% of their software · price −$2.8M$21.1M+$7.6M
- WorkdayWDAY160,001 shares · 0.5% of their software · price −$13.6M$20.8M+$9.0M
- CloudflareNET95,585 shares · 0.5% of their software · price +$878K$19.7M+$1.1M
- VeriSign, Inc.VRSN79,329 shares · 0.5% of their software$19.7M+$12.8M
- BroadridgeBR116,353 shares · 0.4% of their software · price −$7.1M$18.9MNew · +$26.0M
- Tyler TechnologiesTYL52,155 shares · 0.4% of their software · price −$5.8M$17.9MFlat
- SnowflakeSNOW118,294 shares · 0.4% of their software · price −$8.1M$17.8M−$6.2M
- Roper Technologies, Inc.ROP50,355 shares · 0.4% of their software · price −$4.6M$17.8MNew · +$22.4M
- OktaOKTA192,877 shares · 0.4% of their software · price −$1.5M$15.2MNew · +$16.7M
- GoDaddyGDDY177,817 shares · 0.3% of their software · price −$7.4M$14.7M+$3.1M
- Gen DigitalGEN750,871 shares · 0.3% of their software · price −$6.3M$14.1MNew · +$20.4M
- ToastTOST524,994 shares · 0.3% of their software · price −$4.7M$13.9MFlat
- SS&CSSNC184,329 shares · 0.3% of their software · price −$3.7M$12.5M−$1.1M
- AtlassianTEAM182,141 shares · 0.3% of their software · price −$17.1M$12.4MNew · +$29.5M
- Bentley SystemsBSY352,635 shares · 0.3% of their software · price −$1.1M$12.4MNew · +$13.5M
- CoreWeave, Inc.CRWV151,687 shares · 0.3% of their software · price +$889K$11.8M+$2.8M
- Fiserv, Inc.FISV209,861 shares · 0.3% of their software · price −$2.4M$11.7M−$7.7M
- Check PointCHKP76,984 shares · 0.3% of their software · price −$3.3M$11.0MNew · +$14.3M
- Fair IsaacFICO9,775 shares · 0.2% of their software · price −$6.1M$10.4MNew · +$16.5M
- The Trade DeskTTD440,674 shares · 0.2% of their software · price −$6.7M$10.0M−$5.6M
- Strategy IncMSTR72,450 shares · 0.2% of their software · price −$2.0M$9.0MNew · +$11.0M
- MongoDBMDB36,672 shares · 0.2% of their software · price −$6.4M$9.0MNew · +$15.4M
- VeriskVRSK45,506 shares · 0.2% of their software · price −$1.5M$8.6MFlat
- AkamaiAKAM74,738 shares · 0.2% of their software · price +$2.1M$8.6M+$2.2M
- F5, Inc.FFIV24,610 shares · 0.2% of their software · price +$838K$7.1M+$2.3M
- CoStarCSGP172,283 shares · 0.2% of their software · price −$4.6M$6.9MFlat
- TrimbleTRMB106,378 shares · 0.2% of their software · price −$1.4M$6.9M−$7.0M
- HubSpotHUBS27,206 shares · 0.2% of their software · price −$4.3M$6.6M−$7.0M
- ZoomZM77,353 shares · 0.1% of their software$6.2M+$882K
- GuidewireGWRE33,084 shares · 0.1% of their software · price −$1.7M$4.9MNew · +$6.7M
- Corpay, Inc.CPAY16,412 shares · 0.1% of their software$4.8MNew · +$4.9M
- NutanixNTNX105,607 shares · 0.1% of their software · price −$1.4M$4.0M−$16.0M
- StoneCo Ltd.STNE277,195 shares · 0.1% of their software$3.9M+$554K
- InterDigital, Inc.IDCC11,959 shares · 0.1% of their software$3.6MFlat
- Grab Holdings LimitedGRAB951,715 shares · 0.1% of their software · price −$1.3M$3.5M+$519K
- Rubrik, Inc.RBRK70,898 shares · 0.1% of their software · price −$2.0M$3.5M+$1.3M
- FactSetFDS15,982 shares · 0.1% of their software · price −$1.2M$3.5MNew · +$4.6M
- OpenTextOTEX153,394 shares · 0.1% of their software · price −$1.6M$3.4MNew · +$5.0M
- DescartesDSGX42,210 shares · 0.1% of their software · price −$680K$3.0MNew · +$3.7M
- Manhattan AssociatesMANH22,459 shares · 0.1% of their software · price −$903K$3.0MNew · +$3.9M
- DocuSignDOCU62,382 shares · 0.1% of their software · price −$1.3M$3.0M−$6.5M
- UnityU132,077 shares · 0.1% of their software · price −$2.9M$2.9M+$1.1M
- QualysQLYS32,713 shares · 0.1% of their software · price −$1.5M$2.9MFlat
- DynatraceDT77,619 shares · 0.1% of their software$2.9M−$913K
- ProcorePCOR49,199 shares · 0.1% of their software · price −$774K$2.8MNew · +$3.6M
- ElasticESTC55,293 shares · 0.1% of their software · price −$1.4M$2.8M+$735K
- monday.comMNDY39,551 shares · 0.1% of their software · price −$3.1M$2.7M+$1.6M
- SamsaraIOT85,727 shares · 0.1% of their software$2.7MFlat
- FastlyFSLY89,118 shares · 0.1% of their software · price +$1.7M$2.6MNew · +$907K
- SchrödingerSDGR221,321 shares · 0.1% of their software · price −$1.4M$2.5MNew · +$4.0M
- DigitalOceanDOCN28,635 shares · 0.1% of their software · price +$1.1M$2.5MFlat
- SentinelOneS184,113 shares · 0.1% of their software$2.4MFlat
- JFrogFROG49,527 shares · 0.1% of their software · price −$769K$2.3M+$1.1M
- UiPathPATH202,124 shares · 0.1% of their software · price −$1.1M$2.2M+$817K
- PaylocityPCTY20,761 shares · 0.1% of their software · price −$923K$2.2MNew · +$3.2M
- PaycomPAYC18,184 shares · 0.1% of their software · price −$688K$2.2M−$13.4M
- VaronisVRNS100,488 shares · 0.1% of their software · price −$1.1M$2.2M+$959K
- CommvaultCVLT27,122 shares · 0.1% of their software · price −$1.3M$2.1M+$869K
- PegasystemsPEGA41,875 shares · 0.0% of their software · price −$719K$1.8M+$541K
- WixWIX19,521 shares · 0.0% of their software$1.8MNew · +$2.0M
- Clearwater AnalyticsCWAN73,985 shares · 0.0% of their software$1.7M—
- ACI WorldwideACIW41,499 shares · 0.0% of their software$1.7MFlat
- WEX Inc.WEX11,097 shares · 0.0% of their software$1.7MFlat
- Core Scientific, Inc.CORZ102,635 shares · 0.0% of their software$1.5MFlat
- MorningstarMORN8,941 shares · 0.0% of their software$1.5MNew · +$1.9M
- AppFolioAPPF9,563 shares · 0.0% of their software · price −$716K$1.5MNew · +$2.2M
- ServiceTitanTTAN23,417 shares · 0.0% of their software · price −$1.0M$1.5MNew · +$2.5M
- GitLabGTLB65,930 shares · 0.0% of their software · price −$1.0M$1.4M+$732K
- DropboxDBX62,751 shares · 0.0% of their software$1.4MFlat
- Life360, Inc.LIF34,662 shares · 0.0% of their software · price −$808K$1.4MNew · +$2.2M
- BILLBILL36,728 shares · 0.0% of their software · price −$596K$1.4MNew · +$2.0M
- RingCentralRNG37,610 shares · 0.0% of their software$1.4MNew · +$1.1M
- WorkivaWK23,006 shares · 0.0% of their software · price −$612K$1.4M+$519K
- Lyft, Inc.LYFT102,225 shares · 0.0% of their software · price −$621K$1.4MFlat
- DoximityDOCS57,928 shares · 0.0% of their software · price −$1.2M$1.3M−$1.9M
- Q2QTWO26,977 shares · 0.0% of their software · price −$671K$1.3MNew · +$1.9M
- NCR Atleos CorporationNATL29,201 shares · 0.0% of their software$1.3MFlat
- CCC Intelligent Solutions Holdings Inc.CCC210,731 shares · 0.0% of their software$1.3MNew · +$1.7M
- BoxBOX53,017 shares · 0.0% of their software$1.3MNew · +$1.6M
- Adeia Inc.ADEA50,115 shares · 0.0% of their software$1.2MNew · +$864K
- WaystarWAY49,071 shares · 0.0% of their software$1.2MFlat
- KlaviyoKVYO59,670 shares · 0.0% of their software · price −$776K$1.2M+$597K
- Global-EGLBE36,512 shares · 0.0% of their software$1.1MFlat
- DuolingoDUOL10,679 shares · 0.0% of their software · price −$822K$1.1MFlat
- TeradataTDC40,223 shares · 0.0% of their software$1.0MFlat
- TenableTENB60,087 shares · 0.0% of their software$1.0MFlat
- Clear Secure, Inc.YOU20,585 shares · 0.0% of their software$997KNew · +$722K
- BrazeBRZE41,588 shares · 0.0% of their software$982KFlat
- A10 Networks, Inc.ATEN39,540 shares · 0.0% of their software$914KNew · +$699K
- BlackLineBL24,288 shares · 0.0% of their software$899KFlat
- SailPointSAIL65,592 shares · 0.0% of their software$868KNew · +$1.3M
- Alarm.com Holdings, Inc.ALRM19,944 shares · 0.0% of their software$861KFlat
- MagniteMGNI64,707 shares · 0.0% of their software$769KFlat
- Cellebrite DI Ltd.CLBT55,675 shares · 0.0% of their software$767KFlat
- Payoneer Global Inc.PAYO157,341 shares · 0.0% of their software$760KFlat
- SPS CommerceSPSC13,574 shares · 0.0% of their software$756KFlat
- SprinklrCXM125,817 shares · 0.0% of their software$755K+$699K
- Remitly Global, Inc.RELY46,098 shares · 0.0% of their software$722KFlat
- Calix, Inc.CALX14,657 shares · 0.0% of their software$718KNew · +$776K
- NetScout Systems, Inc.NTCT22,528 shares · 0.0% of their software$716KFlat
- FreshworksFRSH86,752 shares · 0.0% of their software$697KNew · +$1.1M
- nCinoNCNO46,013 shares · 0.0% of their software$689KNew · +$1.2M
- Shift4 Payments, Inc.FOUR15,663 shares · 0.0% of their software$685KNew · +$986K
- Zeta GlobalZETA42,775 shares · 0.0% of their software$681KFlat
- BlackBerry LimitedBB210,455 shares · 0.0% of their software$680KNew · +$798K
- Netskope, Inc.NTSK79,431 shares · 0.0% of their software · price −$719K$674KNew · +$1.4M
- DoubleVerifyDV70,573 shares · 0.0% of their software$670KFlat
- SoundHound AI, Inc.SOUN96,595 shares · 0.0% of their software$664KFlat
- Euronet Worldwide, Inc.EEFT9,955 shares · 0.0% of their software$661KNew · +$758K
- Intapp, Inc.INTA25,351 shares · 0.0% of their software · price −$510K$651KFlat
- Diebold Nixdorf, IncorporatedDBD8,597 shares · 0.0% of their software$649KFlat
- AvePointAVPT67,062 shares · 0.0% of their software$638KNew · +$931K
- FlywireFLYW54,717 shares · 0.0% of their software$637KNew · +$775K
- LiveRamp Holdings, Inc.RAMP23,279 shares · 0.0% of their software$617KFlat
- C3.aiAI67,861 shares · 0.0% of their software$571KFlat
- Agilysys, Inc.AGYS7,809 shares · 0.0% of their software$556KNew · +$928K
- Donnelley Financial Solutions, Inc.DFIN11,443 shares · 0.0% of their software$539KFlat
- EVERTEC, Inc.EVTC18,809 shares · 0.0% of their software$531KFlat
- Nayax Ltd.NYAX9,467 shares · 0.0% of their software$531KFlat
- ProgressPRGS19,985 shares · 0.0% of their software$513KNew · +$859K
- Bitdeer Technologies GroupBTDR58,544 shares · 0.0% of their software$506KFlat
- GigaCloud Technology Inc.GCT11,075 shares · 0.0% of their software$503KFlat
- ZoomInfoZI83,414 shares · 0.0% of their software$499KFlat
- AlkamiALKT31,701 shares · 0.0% of their software$497KNew · +$731K
- LightspeedLSPD54,303 shares · 0.0% of their software$484KNew · +$656K
- VertexVERX39,048 shares · 0.0% of their software$464KFlat
- AppianAPPN18,827 shares · 0.0% of their software$454KNew · +$667K
- BlackbaudBLKB10,723 shares · 0.0% of their software$414KNew · +$679K
- ePlus inc.PLUS5,166 shares · 0.0% of their software$389KFlat
- AsanaASAN59,784 shares · 0.0% of their software$383KNew · +$820K
- Radware Ltd.RDWR14,249 shares · 0.0% of their software$375KFlat
- Navan, Inc.NAVN27,812 shares · 0.0% of their software$368KNew · Flat
- AmplitudeAMPL53,441 shares · 0.0% of their software$364KNew · +$619K
- CertaraCERT60,864 shares · 0.0% of their software$347KFlat
- Five9FIVN22,358 shares · 0.0% of their software$339KFlat
- YextYEXT87,128 shares · 0.0% of their software$335KFlat
- PDF Solutions, Inc.PDFS9,681 shares · 0.0% of their software$317KNew · Flat
- NIQ Global Intelligence plcNIQ26,827 shares · 0.0% of their software$305KFlat
- Pagaya Technologies Ltd.PGY25,018 shares · 0.0% of their software$291KFlat
- CourseraCOUR49,744 shares · 0.0% of their software$290KNew · Flat
- PaymentusPAY11,130 shares · 0.0% of their software$283KNew · Flat
- Upbound Group, Inc.UPBD15,612 shares · 0.0% of their software$282KNew · Flat
- NextNav Inc.NN17,409 shares · 0.0% of their software$279KFlat
- Riskified Ltd.RSKD61,492 shares · 0.0% of their software$241KFlat
- Grindr Inc.GRND19,352 shares · 0.0% of their software$234KFlat
- i3 Verticals, Inc.IIIV10,343 shares · 0.0% of their software$231KFlat
- Ibotta, Inc.IBTA6,800 shares · 0.0% of their software$204KFlat
- Alight, Inc.ALIT339,054 shares · 0.0% of their software$198KFlat
- Blend Labs, Inc.BLND105,445 shares · 0.0% of their software$179KNew · Flat
- PhreesiaPHR20,375 shares · 0.0% of their software$171KFlat
- PagerDutyPD24,799 shares · 0.0% of their software$154KFlat
- Arqit Quantum Inc.ARQQ9,978 shares · 0.0% of their software$132KFlat
- PAR Technology CorporationPAR9,521 shares · 0.0% of their software$127KFlat
- DoceboDCBO7,063 shares · 0.0% of their software$123KNew · Flat
- Red Violet, Inc.RDVT3,517 shares · 0.0% of their software$122KNew · Flat
- SemrushSEMR8,744 shares · 0.0% of their software$104KFlat
- Endava plcDAVA22,449 shares · 0.0% of their software$99KNew · Flat
- Sprout SocialSPT16,976 shares · 0.0% of their software$97KFlat
- Rapid7RPD16,815 shares · 0.0% of their software$93KFlat
- BTQ Technologies Corp.BTQ29,000 shares · 0.0% of their software$77KFlat
- Aeva Technologies, Inc.AEVA5,266 shares · 0.0% of their software$69KFlat
- PowerFleet, Inc.AIOT21,773 shares · 0.0% of their software$67KNew · Flat
- N-ableNABL14,352 shares · 0.0% of their software$67KFlat
- WeRide Inc.WRD870 shares · 0.0% of their software$7KFlat
- SAPSAP41 shares · 0.0% of their software$7KNew · Flat
- Yalla Group LimitedYALA48 shares · 0.0% of their software$299New · Flat
- NICENICE1 shares · 0.0% of their software$110Flat
- Figma, Inc.FIG2 shares · 0.0% of their software$42New · Flat
- Kingsoft Cloud Holdings LimitedKC2 shares · 0.0% of their software$27New · Flat
- Tuya Inc.TUYA1 shares · 0.0% of their software$2New · Flat