Generalist · Zurich, Switzerland
Swiss National Bank
Q4 2018 · compared with Q3 2018
- Software
- $5.8B
- Weight of 13F
- 7.5%
- Names
- 85
- Net bought
- +$118M
Filed 13 February 2019 · SEC filing.
2,536 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 2026181 names$17.0B−$877M
- Q1 2026185 names$16.8B+$1.6B
- Q4 2025188 names$20.3B+$1.1B
- Q3 2025184 names$23.2B−$920M
- Q2 2025183 names$23.3B+$1.3B
- Q1 2025188 names$17.3B+$50.3M
- Q4 2024187 names$19.1B−$529M
- Q3 2024186 names$19.0B+$77.3M
- Q2 2024181 names$18.7B−$145M
- Q1 2024185 names$18.5B−$608M
- Q4 2023180 names$17.6B−$419M
- Q3 2023184 names$15.3B−$1.9B
- Q2 2023182 names$18.0B−$1.3B
- Q1 2023182 names$16.8B−$294M
- Q4 2022182 names$14.5B−$883M
- Q3 2022179 names$15.0B+$5.8M
- Q2 2022178 names$16.2B+$4.1B
- Q1 2022159 names$20.3B+$3.0B
- Q4 2021158 names$20.3B−$693M
- Q3 2021145 names$19.5B−$147M
- Q2 2021143 names$19.1B+$2.7B
- Q1 2021127 names$16.3B+$480M
- Q4 2020126 names$15.7B−$259M
- Q3 2020117 names$14.5B+$31.8M
- Q2 2020115 names$13.3B+$472M
- Q1 2020107 names$9.5B+$1.9B
- Q4 2019107 names$8.4B−$248M
- Q3 201997 names$7.9B+$132M
- Q2 201997 names$7.8B−$6.6M
- Q1 201985 names$7.2B+$135M
- Q4 201885 names$5.8B+$118M
- Q3 201883 names$6.6B−$156M
- Q2 201883 names$5.9B+$192M
- Q1 201882 names$5.3B−$424M
- Q4 201782 names$5.5B+$28.1M
- Q3 201782 names$5.0B+$51.8M
- Q2 201782 names$4.6B+$105M
- Q1 201779 names$4.3B+$743M
- Q4 201679 names$3.2B+$3.4M
- Q3 201677 names$3.1B−$42.9M
- Q2 201677 names$3.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT23,935,370 shares · 41.6% of their software · price −$306M$2.4B+$43.0M
- OracleORCL9,966,728 shares · 7.7% of their software · price −$63.9M$450MFlat
- AdobeADBE1,592,883 shares · 6.2% of their software · price −$69.6M$360M+$5.6M
- SalesforceCRM2,336,972 shares · 5.5% of their software · price −$51.6M$320M+$13.9M
- Automatic Data Processing, Inc.ADP1,739,185 shares · 3.9% of their software · price −$34.0M$228M−$2.8M
- IntuitINTU898,373 shares · 3.0% of their software · price −$27.4M$177MFlat
- Fiserv, Inc.FISV2,230,344 shares · 2.8% of their software · price −$19.8M$164MFlat
- Paychex, Inc.PAYX1,800,003 shares · 2.0% of their software · price −$15.3M$117MFlat
- ServiceNowNOW578,200 shares · 1.8% of their software · price −$10.2M$103M+$2.8M
- AutodeskADSK711,199 shares · 1.6% of their software · price −$19.6M$91.5M+$1.8M
- Roper Technologies, Inc.ROP335,858 shares · 1.5% of their software · price −$10.0M$89.5M+$2.0M
- BroadridgeBR842,300 shares · 1.4% of their software · price −$30.1M$81.1MFlat
- WorkdayWDAY475,600 shares · 1.3% of their software · price +$6.5M$75.8M+$1.3M
- VeriSign, Inc.VRSN475,330 shares · 1.2% of their software · price −$5.6M$70.5MFlat
- Check PointCHKP663,700 shares · 1.2% of their software · price −$10.0M$68.1M−$1.3M
- Palo Alto NetworksPANW345,400 shares · 1.1% of their software · price −$12.7M$65.1M+$1.7M
- VeriskVRSK586,943 shares · 1.1% of their software · price −$6.8M$64.0MFlat
- F5, Inc.FFIV379,964 shares · 1.1% of their software · price −$14.2M$61.6MFlat
- SynopsysSNPS713,836 shares · 1.0% of their software · price −$10.3M$60.1M−$2.0M
- Block, Inc.XYZ980,500 shares · 0.9% of their software · price −$42.1M$55.0M+$5.4M
- NetApp, Inc.NTAP842,938 shares · 0.9% of their software · price −$22.1M$50.3M−$1.1M
- ShopifySHOP308,500 shares · 0.7% of their software · price −$8.0M$42.7MFlat
- CadenceCDNS920,000 shares · 0.7% of their software · price −$1.7M$40.0M+$915K
- CoStarCSGP118,300 shares · 0.7% of their software · price −$9.9M$39.9M+$842K
- GoDaddyGDDY538,000 shares · 0.6% of their software · price −$9.6M$35.3M+$2.0M
- VeevaVEEV392,400 shares · 0.6% of their software · price −$7.7M$35.0M+$893K
- AkamaiAKAM551,019 shares · 0.6% of their software · price −$6.7M$33.7MFlat
- FortinetFTNT467,600 shares · 0.6% of their software · price −$10.2M$32.9M+$1.1M
- SS&CSSNC701,600 shares · 0.5% of their software · price −$8.2M$31.6M+$1.0M
- OpenTextOTEX928,200 shares · 0.5% of their software · price −$5.0M$30.3MFlat
- PTCPTC363,800 shares · 0.5% of their software · price −$8.5M$30.2M+$17.1M
- TrimbleTRMB813,200 shares · 0.5% of their software · price −$8.6M$26.8M+$765K
- Sabre CorporationSABR895,000 shares · 0.3% of their software · price −$4.0M$19.4M+$1.6M
- WixWIX158,200 shares · 0.2% of their software · price −$4.6M$14.3M+$10.1M
- FactSetFDS68,351 shares · 0.2% of their software · price −$1.6M$13.7MFlat
- BlackBerry LimitedBB1,771,550 shares · 0.2% of their software · price −$7.6M$12.6MFlat
- Tyler TechnologiesTYL64,958 shares · 0.2% of their software · price −$3.8M$12.1MFlat
- TwilioTWLO129,100 shares · 0.2% of their software$11.5M+$863K
- GuidewireGWRE142,518 shares · 0.2% of their software · price −$3.0M$11.4MFlat
- PaycomPAYC88,097 shares · 0.2% of their software · price −$2.9M$10.8MFlat
- WEX Inc.WEX76,226 shares · 0.2% of their software · price −$4.6M$10.7MFlat
- RingCentralRNG120,000 shares · 0.2% of their software · price −$1.3M$9.9MFlat
- Fair IsaacFICO52,200 shares · 0.2% of their software · price −$2.2M$9.8MFlat
- NutanixNTNX222,500 shares · 0.2% of their software$9.3M+$1.0M
- Euronet Worldwide, Inc.EEFT90,200 shares · 0.2% of their software$9.2MFlat
- HubSpotHUBS65,200 shares · 0.1% of their software · price −$1.6M$8.2MFlat
- TeradataTDC210,559 shares · 0.1% of their software$8.1MFlat
- The Trade DeskTTD56,300 shares · 0.1% of their software · price −$2.0M$6.5MFlat
- ACI WorldwideACIW206,000 shares · 0.1% of their software$5.7MFlat
- BlackbaudBLKB85,953 shares · 0.1% of their software · price −$3.3M$5.4MFlat
- Manhattan AssociatesMANH116,320 shares · 0.1% of their software · price −$1.4M$4.9MFlat
- CommvaultCVLT76,800 shares · 0.1% of their software · price −$838K$4.5MFlat
- LiveRamp Holdings, Inc.RAMP115,200 shares · 0.1% of their software · price −$1.2M$4.5MNew · +$5.7M
- QualysQLYS58,600 shares · 0.1% of their software · price −$841K$4.4MFlat
- Five9FIVN97,900 shares · 0.1% of their software$4.3MFlat
- InterDigital, Inc.IDCC61,600 shares · 0.1% of their software · price −$836K$4.1MFlat
- BoxBOX237,900 shares · 0.1% of their software · price −$1.7M$4.0M+$586K
- MorningstarMORN33,900 shares · 0.1% of their software · price −$544K$3.7MFlat
- DescartesDSGX138,600 shares · 0.1% of their software · price −$1.0M$3.7MFlat
- PaylocityPCTY55,950 shares · 0.1% of their software · price −$1.1M$3.4MFlat
- NetScout Systems, Inc.NTCT142,428 shares · 0.1% of their software$3.4MFlat
- PegasystemsPEGA69,500 shares · 0.1% of their software · price −$1.0M$3.3MFlat
- ZscalerZS84,700 shares · 0.1% of their software$3.3MNew · +$3.5M
- Q2QTWO64,400 shares · 0.1% of their software · price −$708K$3.2MFlat
- EVERTEC, Inc.EVTC109,274 shares · 0.1% of their software · price +$503K$3.1MFlat
- 8x8EGHT165,000 shares · 0.1% of their software$3.0M—
- Alarm.com Holdings, Inc.ALRM54,800 shares · 0.0% of their software$2.8MFlat
- VaronisVRNS51,718 shares · 0.0% of their software · price −$1.1M$2.7MFlat
- SPS CommerceSPSC30,900 shares · 0.0% of their software · price −$521K$2.5MFlat
- ProgressPRGS71,600 shares · 0.0% of their software$2.5MFlat
- BlackLineBL57,200 shares · 0.0% of their software · price −$888K$2.3MFlat
- Strategy IncMSTR16,700 shares · 0.0% of their software$2.1MFlat
- ePlus inc.PLUS24,228 shares · 0.0% of their software · price −$522K$1.7MFlat
- Rapid7RPD53,300 shares · 0.0% of their software$1.7MFlat
- WorkivaWK44,421 shares · 0.0% of their software$1.6MFlat
- Radware Ltd.RDWR68,100 shares · 0.0% of their software$1.5MFlat
- YextYEXT78,400 shares · 0.0% of their software · price −$694K$1.2MFlat
- Upbound Group, Inc.UPBD71,000 shares · 0.0% of their software$1.1MFlat
- Tucows Inc.TCX15,700 shares · 0.0% of their software$943KFlat
- Donnelley Financial Solutions, Inc.DFIN60,604 shares · 0.0% of their software$850KFlat
- OneSpan Inc.OSPN56,900 shares · 0.0% of their software$737KFlat
- A10 Networks, Inc.ATEN96,400 shares · 0.0% of their software$602KFlat
- Lesaka Technologies, Inc.LSAK101,192 shares · 0.0% of their software$475KFlat
- Ribbon Communications Inc.RBBN91,574 shares · 0.0% of their software$441KFlat
- PDF Solutions, Inc.PDFS49,200 shares · 0.0% of their software$415KFlat
