Universal- Beteiligungs- und Servicegesellschaft mbH

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 2026154 names · $461K in calls, not in the total$6.1B+$24.8M
• Q1 2026153 names · $831K in calls, not in the total$5.8B−$181M
• Q4 2025158 names$7.7B+$1.2B
• Q3 2025156 names$8.2B+$22.6M
• Q2 2025146 names$8.1B+$271M
• Q1 2025142 names$6.3B+$92.3M
• Q4 202476 names$6.8B—

Software held

• MicrosoftMSFT7,202,815 shares · 44.4% of their software$3.0B—
• SalesforceCRM1,174,436 shares · 5.7% of their software$393M—
• AdobeADBE822,501 shares · 5.3% of their software$366M—
• ServiceNowNOW226,756 shares · 3.5% of their software$240M—
• IntuitINTU377,476 shares · 3.5% of their software$237M—
• OracleORCL1,296,491 shares · 3.2% of their software$216M—
• Palo Alto NetworksPANW961,866 shares · 2.6% of their software$175M—
• Uber Technologies, Inc.UBER2,582,347 shares · 2.3% of their software$156M—
• Automatic Data Processing, Inc.ADP520,611 shares · 2.2% of their software$152M—
• AutodeskADSK501,739 shares · 2.2% of their software$148M—
• WorkdayWDAY454,438 shares · 1.7% of their software$117M—
• SynopsysSNPS214,763 shares · 1.5% of their software$104M—
• Fiserv, Inc.FISV434,803 shares · 1.3% of their software$89.3M—
• CadenceCDNS250,299 shares · 1.1% of their software$75.2M—
• FortinetFTNT793,413 shares · 1.1% of their software$75.0M—
• AppLovinAPP213,084 shares · 1.0% of their software$69.0M—
• Roper Technologies, Inc.ROP119,242 shares · 0.9% of their software$62.0M—
• PalantirPLTR815,409 shares · 0.9% of their software$61.7M—
• CrowdStrikeCRWD174,176 shares · 0.9% of their software$59.6M—
• PaycomPAYC278,423 shares · 0.8% of their software$57.1M—
• DatadogDDOG333,802 shares · 0.7% of their software$47.7M—
• VeriSign, Inc.VRSN219,975 shares · 0.7% of their software$45.5M—
• VeevaVEEV204,762 shares · 0.6% of their software$43.1M—
• FactSetFDS81,793 shares · 0.6% of their software$39.3M—
• NetApp, Inc.NTAP327,708 shares · 0.6% of their software$38.0M—
• VeriskVRSK123,376 shares · 0.5% of their software$34.0M—
• Paychex, Inc.PAYX237,813 shares · 0.5% of their software$33.3M—
• HubSpotHUBS46,905 shares · 0.5% of their software$32.7M—
• AkamaiAKAM313,613 shares · 0.4% of their software$30.0M—
• ZscalerZS159,648 shares · 0.4% of their software$28.8M—
• Block, Inc.XYZ316,992 shares · 0.4% of their software$26.9M—
• GoDaddyGDDY129,613 shares · 0.4% of their software$25.6M—
• AtlassianTEAM103,867 shares · 0.4% of their software$25.3M—
• BroadridgeBR111,607 shares · 0.4% of their software$25.2M—
• The Trade DeskTTD212,396 shares · 0.4% of their software$25.0M—
• SnowflakeSNOW155,953 shares · 0.4% of their software$24.1M—
• Corpay, Inc.CPAY70,473 shares · 0.3% of their software$23.8M—
• F5, Inc.FFIV91,250 shares · 0.3% of their software$22.9M—
• DuolingoDUOL68,910 shares · 0.3% of their software$22.3M—
• Fair IsaacFICO10,720 shares · 0.3% of their software$21.3M—
• ZoomZM250,335 shares · 0.3% of their software$20.4M—
• CoStarCSGP266,069 shares · 0.3% of their software$19.0M—
• TrimbleTRMB258,333 shares · 0.3% of their software$18.3M—
• CloudflareNET156,448 shares · 0.2% of their software$16.8M—
• Strategy IncMSTR57,910 shares · 0.2% of their software$16.8M—
• Shift4 Payments, Inc.FOUR156,049 shares · 0.2% of their software$16.2M—
• Tyler TechnologiesTYL26,792 shares · 0.2% of their software$15.4M—
• Remitly Global, Inc.RELY669,897 shares · 0.2% of their software$15.1M—
• CommvaultCVLT98,163 shares · 0.2% of their software$14.8M—
• DocuSignDOCU160,812 shares · 0.2% of their software$14.5M—
• Gen DigitalGEN524,708 shares · 0.2% of their software$14.4M—
• MongoDBMDB57,000 shares · 0.2% of their software$13.3M—
• Manhattan AssociatesMANH42,922 shares · 0.2% of their software$11.6M—
• MagniteMGNI695,754 shares · 0.2% of their software$11.1M—
• PTCPTC58,322 shares · 0.2% of their software$10.7M—
• NutanixNTNX160,324 shares · 0.1% of their software$9.8M—
• TwilioTWLO82,040 shares · 0.1% of their software$8.9M—
• Core Scientific, Inc.CORZ628,246 shares · 0.1% of their software$8.8M—
• OktaOKTA110,155 shares · 0.1% of their software$8.7M—
• Clearwater AnalyticsCWAN311,772 shares · 0.1% of their software$8.6M—
• ProgressPRGS122,270 shares · 0.1% of their software$8.0M—
• VaronisVRNS154,132 shares · 0.1% of their software$6.8M—
• VertexVERX112,803 shares · 0.1% of their software$6.0M—
• DynatraceDT100,905 shares · 0.1% of their software$5.5M—
• Upbound Group, Inc.UPBD178,299 shares · 0.1% of their software$5.2M—
• CourseraCOUR571,379 shares · 0.1% of their software$4.9M—
• AlkamiALKT119,522 shares · 0.1% of their software$4.4M—
• ElasticESTC35,906 shares · 0.1% of their software$3.6M—
• PaymentusPAY99,212 shares · 0.0% of their software$3.2M—
• International Money Express, Inc.IMXI149,762 shares · 0.0% of their software$3.1M—
• EVERTEC, Inc.EVTC90,001 shares · 0.0% of their software$3.1M—
• Adeia Inc.ADEA169,526 shares · 0.0% of their software$2.4M—
• ToastTOST62,978 shares · 0.0% of their software$2.3M—
• NCR Atleos CorporationNATL34,445 shares · 0.0% of their software$1.2M—
• SamsaraIOT25,181 shares · 0.0% of their software$1.1M—
• Bitdeer Technologies GroupBTDR26,130 shares · 0.0% of their software$566K—