Generalist · Zurich, Switzerland
Swiss National Bank
Q2 2020 · compared with Q1 2020
- Software
- $13.3B
- Weight of 13F
- 11.3%
- Names
- 115
- Net bought
- +$472M
Filed 5 August 2020 · SEC filing.
2,436 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
- MicrosoftMSFT28,840,717 shares · 44.1% of their software · price +$1.3B$5.9B+$68.7M
- AdobeADBE1,975,339 shares · 6.5% of their software · price +$231M$860M+$30.7M
- SalesforceCRM3,332,642 shares · 4.7% of their software · price +$144M$624M+$14.3M
- OracleORCL9,181,963 shares · 3.8% of their software · price +$63.7M$507MFlat
- ShopifySHOP445,400 shares · 3.2% of their software · price +$237M$420M+$16.2M
- IntuitINTU1,096,039 shares · 2.4% of their software · price +$72.5M$325M+$3.7M
- ServiceNowNOW750,684 shares · 2.3% of their software · price +$88.9M$304M+$5.4M
- Automatic Data Processing, Inc.ADP2,035,598 shares · 2.3% of their software · price +$24.9M$303MFlat
- Fiserv, Inc.FISV2,903,235 shares · 2.1% of their software · price +$7.6M$283MFlat
- AutodeskADSK870,189 shares · 1.6% of their software · price +$72.3M$208M+$2.8M
- Paychex, Inc.PAYX2,181,409 shares · 1.2% of their software · price +$28.0M$165M−$1.5M
- Roper Technologies, Inc.ROP419,762 shares · 1.2% of their software · price +$32.1M$163M+$5.0M
- Block, Inc.XYZ1,403,295 shares · 1.1% of their software · price +$73.8M$147M+$2.9M
- SynopsysSNPS698,898 shares · 1.0% of their software · price +$46.3M$136MFlat
- WorkdayWDAY660,527 shares · 0.9% of their software · price +$37.7M$124M+$3.1M
- VeevaVEEV522,956 shares · 0.9% of their software · price +$40.8M$123M+$1.9M
- VeriskVRSK694,002 shares · 0.9% of their software · price +$21.4M$118MFlat
- BroadridgeBR935,889 shares · 0.9% of their software · price +$29.3M$118M−$1.7M
- Uber Technologies, Inc.UBER3,757,229 shares · 0.9% of their software · price +$11.9M$117M+$58.7M
- DocuSignDOCU674,217 shares · 0.9% of their software · price +$53.8M$116M+$24.4M
- VeriSign, Inc.VRSN537,637 shares · 0.8% of their software · price +$14.4M$111MFlat
- ZoomZM428,600 shares · 0.8% of their software · price +$46.0M$109MNew · +$62.6M
- CoStarCSGP152,100 shares · 0.8% of their software · price +$18.8M$108M+$5.8M
- CadenceCDNS1,107,542 shares · 0.8% of their software · price +$33.1M$106M+$1.2M
- Tyler TechnologiesTYL300,350 shares · 0.8% of their software · price +$15.1M$104M+$12.1M
- TwilioTWLO468,098 shares · 0.8% of their software · price +$60.8M$103M+$788K
- Palo Alto NetworksPANW439,486 shares · 0.8% of their software · price +$28.9M$101M+$1.9M
- OktaOKTA448,477 shares · 0.7% of their software · price +$35.0M$89.8M+$4.2M
- AkamaiAKAM809,160 shares · 0.7% of their software · price +$12.6M$86.7M+$16.6M
- RingCentralRNG285,700 shares · 0.6% of their software · price +$20.9M$81.4M−$1.1M
- FortinetFTNT579,971 shares · 0.6% of their software · price +$20.9M$79.6M+$1.6M
- Check PointCHKP681,900 shares · 0.5% of their software · price +$4.7M$73.3M−$2.3M
- The Trade DeskTTD161,500 shares · 0.5% of their software · price +$34.5M$65.7M+$17.0M
- PaycomPAYC197,955 shares · 0.5% of their software · price +$21.3M$61.3M+$1.1M
- WixWIX205,900 shares · 0.4% of their software · price +$32.0M$52.8M+$1.5M
- F5, Inc.FFIV373,007 shares · 0.4% of their software · price +$12.3M$52.0MFlat
- SS&CSSNC909,975 shares · 0.4% of their software · price +$11.5M$51.4M+$1.2M
- GoDaddyGDDY686,317 shares · 0.4% of their software · price +$11.1M$50.3M+$1.3M
- OpenTextOTEX1,154,000 shares · 0.4% of their software · price +$8.7M$48.7M+$3.3M
- Fair IsaacFICO115,500 shares · 0.4% of their software · price +$12.7M$48.3M+$18.2M
- Gen DigitalGEN2,255,864 shares · 0.3% of their software · price +$2.5M$44.7M−$3.1M
- TrimbleTRMB983,675 shares · 0.3% of their software · price +$11.2M$42.5M+$532K
- CrowdStrikeCRWD409,300 shares · 0.3% of their software · price +$18.3M$41.0MNew · +$22.8M
- MongoDBMDB179,344 shares · 0.3% of their software · price +$16.1M$40.6MFlat
- NetApp, Inc.NTAP874,616 shares · 0.3% of their software · price +$2.3M$38.8MFlat
- DatadogDDOG416,800 shares · 0.3% of their software · price +$21.2M$36.2MNew · +$15.0M
- GuidewireGWRE326,500 shares · 0.3% of their software · price +$10.3M$36.2MFlat
- PTCPTC433,140 shares · 0.3% of their software · price +$7.2M$33.7MFlat
- DynatraceDT585,500 shares · 0.2% of their software · price +$9.8M$23.8MNew · +$14.0M
- DropboxDBX969,796 shares · 0.2% of their software · price +$3.6M$21.1M+$606K
- HubSpotHUBS91,800 shares · 0.2% of their software · price +$8.4M$20.6M+$1.7M
- ZscalerZS157,100 shares · 0.1% of their software · price +$7.6M$17.2M+$2.0M
- WEX Inc.WEX96,626 shares · 0.1% of their software · price +$5.8M$15.9M+$1.3M
- Five9FIVN136,300 shares · 0.1% of their software · price +$4.7M$15.1M+$1.4M
- FastlyFSLY158,100 shares · 0.1% of their software · price +$10.5M$13.5M+$1.8M
- Manhattan AssociatesMANH142,420 shares · 0.1% of their software · price +$6.3M$13.4M+$922K
- PaylocityPCTY77,750 shares · 0.1% of their software · price +$4.5M$11.3M+$910K
- Euronet Worldwide, Inc.EEFT116,500 shares · 0.1% of their software · price +$1.2M$11.2M+$1.0M
- ElasticESTC118,300 shares · 0.1% of their software · price +$4.3M$10.9M+$3.6M
- BlackBerry LimitedBB2,241,450 shares · 0.1% of their software · price +$1.7M$10.9M+$821K
- DescartesDSGX189,300 shares · 0.1% of their software · price +$3.5M$9.9M+$839K
- NutanixNTNX391,000 shares · 0.1% of their software · price +$3.1M$9.3M+$855K
- PegasystemsPEGA88,900 shares · 0.1% of their software · price +$2.7M$9.0M+$855K
- BlackLineBL105,500 shares · 0.1% of their software · price +$3.2M$8.7M+$1.6M
- Q2QTWO97,200 shares · 0.1% of their software · price +$2.6M$8.3M+$774K
- QualysQLYS74,200 shares · 0.1% of their software · price +$1.3M$7.7M+$905K
- MorningstarMORN52,600 shares · 0.1% of their software · price +$1.3M$7.4M+$1.8M
- ACI WorldwideACIW258,000 shares · 0.1% of their software · price +$733K$7.0M+$816K
- BoxBOX334,000 shares · 0.1% of their software · price +$2.2M$6.9M+$823K
- LiveRamp Holdings, Inc.RAMP150,400 shares · 0.0% of their software · price +$1.4M$6.4M+$846K
- Alarm.com Holdings, Inc.ALRM97,900 shares · 0.0% of their software · price +$2.5M$6.3M+$1.1M
- BlackbaudBLKB109,653 shares · 0.0% of their software$6.3M+$794K
- VaronisVRNS68,318 shares · 0.0% of their software · price +$1.7M$6.0M+$586K
- SPS CommerceSPSC77,800 shares · 0.0% of their software · price +$2.2M$5.8MFlat
- Rapid7RPD106,400 shares · 0.0% of their software · price +$818K$5.4M+$1.1M
- AppFolioAPPF33,000 shares · 0.0% of their software · price +$1.7M$5.4MFlat
- TeradataTDC251,159 shares · 0.0% of their software$5.2M+$670K
- Bandwidth Inc.BAND39,500 shares · 0.0% of their software · price +$2.4M$5.0MFlat
- Sabre CorporationSABR616,700 shares · 0.0% of their software · price +$1.3M$5.0M−$3.6M
- NetScout Systems, Inc.NTCT164,828 shares · 0.0% of their software$4.2MFlat
- WorkivaWK76,921 shares · 0.0% of their software · price +$1.6M$4.1MFlat
- ProgressPRGS100,700 shares · 0.0% of their software · price +$680K$3.9MFlat
- InterDigital, Inc.IDCC68,600 shares · 0.0% of their software · price +$823K$3.9MFlat
- EVERTEC, Inc.EVTC136,574 shares · 0.0% of their software · price +$733K$3.8MFlat
- CommvaultCVLT98,800 shares · 0.0% of their software$3.8M+$591K
- TenableTENB121,100 shares · 0.0% of their software · price +$963K$3.6M+$1.4M
- 8x8EGHT217,300 shares · 0.0% of their software$3.5M—
- Cerence Inc.CRNC81,350 shares · 0.0% of their software · price +$2.1M$3.3MFlat
- AppianAPPN61,700 shares · 0.0% of their software · price +$680K$3.2MFlat
- Upbound Group, Inc.UPBD110,000 shares · 0.0% of their software · price +$1.5M$3.1MFlat
- YextYEXT179,400 shares · 0.0% of their software · price +$1.2M$3.0M+$602K
- BILLBILL32,300 shares · 0.0% of their software · price +$1.8M$2.9MNew · +$1.1M
- SchrödingerSDGR27,900 shares · 0.0% of their software · price +$1.4M$2.6MNew · +$1.2M
- Repay Holdings CorporationRPAY97,283 shares · 0.0% of their software · price +$1.0M$2.4M+$518K
- Radware Ltd.RDWR94,300 shares · 0.0% of their software$2.2MFlat
- Digital TurbineAPPS174,500 shares · 0.0% of their software · price +$1.4M$2.2MFlat
- Strategy IncMSTR18,000 shares · 0.0% of their software$2.1MFlat
- ePlus inc.PLUS30,128 shares · 0.0% of their software$2.1MFlat
- OneSpan Inc.OSPN71,800 shares · 0.0% of their software · price +$702K$2.0MFlat
- Simulations PlusSLP29,500 shares · 0.0% of their software · price +$735K$1.8MFlat
- Calix, Inc.CALX113,800 shares · 0.0% of their software · price +$890K$1.7MNew · +$806K
- DomoDOMO46,600 shares · 0.0% of their software$1.5M—
- PagerDutyPD51,700 shares · 0.0% of their software · price +$586K$1.5MFlat
- PDF Solutions, Inc.PDFS64,900 shares · 0.0% of their software · price +$509K$1.3MFlat
- PhreesiaPHR44,100 shares · 0.0% of their software$1.2MFlat
- Tucows Inc.TCX20,100 shares · 0.0% of their software$1.2MFlat
- Health CatalystHCAT33,300 shares · 0.0% of their software$971KFlat
- Mitek Systems, Inc.MITK92,200 shares · 0.0% of their software$886KFlat
- Agilysys, Inc.AGYS45,900 shares · 0.0% of their software$823KFlat
- A10 Networks, Inc.ATEN112,600 shares · 0.0% of their software$767KFlat
- Sprout SocialSPT27,441 shares · 0.0% of their software$741KNew · Flat
- International Money Express, Inc.IMXI52,100 shares · 0.0% of their software$649KFlat
- Paysign, Inc.PAYS65,600 shares · 0.0% of their software$637KFlat
- Ribbon Communications Inc.RBBN136,174 shares · 0.0% of their software$535KFlat
- SoundThinking, Inc.SSTI17,700 shares · 0.0% of their software$446KNew · Flat