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—

What moved the book

The five software lines with the largest share change this quarter.

• AdobeADBE+$44.2M$316M
• Fiserv, Inc.FISV+$43.3M$94.6M
• MicrosoftMSFT+$33.5M$3.6B
• IntuitINTU+$29.4M$341M
• PalantirPLTR+$29.3M$183M

Software held

• MicrosoftMSFT7,234,177 shares · 44.5% of their software · price +$883M$3.6B+$33.5M
• IntuitINTU433,488 shares · 4.2% of their software · price +$75.3M$341M+$29.4M
• SalesforceCRM1,244,670 shares · 4.2% of their software · price +$5.4M$339M+$15.6M
• AdobeADBE817,289 shares · 3.9% of their software · price +$2.7M$316M+$44.2M
• OracleORCL1,343,887 shares · 3.6% of their software · price +$106M$294M+$5.1M
• Uber Technologies, Inc.UBER2,574,781 shares · 3.0% of their software · price +$52.6M$240M+$7.3M
• ServiceNowNOW233,519 shares · 3.0% of their software · price +$54.2M$240MFlat
• Palo Alto NetworksPANW1,026,190 shares · 2.6% of their software · price +$34.9M$210M+$10.0M
• PalantirPLTR1,343,277 shares · 2.3% of their software · price +$69.7M$183M+$29.3M
• Automatic Data Processing, Inc.ADP538,228 shares · 2.1% of their software · price +$1.5M$166M+$3.8M
• AutodeskADSK527,063 shares · 2.0% of their software · price +$25.2M$163M+$8.0M
• SynopsysSNPS288,970 shares · 1.8% of their software · price +$24.2M$148M+$4.2M
• FortinetFTNT1,054,035 shares · 1.4% of their software · price +$10.0M$111M+$24.0M
• AppLovinAPP271,636 shares · 1.2% of their software · price +$23.1M$95.1M+$10.7M
• Fiserv, Inc.FISV548,432 shares · 1.2% of their software · price −$26.6M$94.6M+$43.3M
• PaycomPAYC387,592 shares · 1.1% of their software · price +$5.0M$89.7M+$5.2M
• VeriSign, Inc.VRSN264,698 shares · 0.9% of their software · price +$9.2M$76.4M+$5.7M
• CrowdStrikeCRWD149,372 shares · 0.9% of their software · price +$23.4M$76.1M−$3.0M
• CadenceCDNS233,128 shares · 0.9% of their software · price +$12.5M$71.8M+$1.6M
• Roper Technologies, Inc.ROP119,051 shares · 0.8% of their software · price −$2.7M$67.5M+$4.2M
• WorkdayWDAY245,793 shares · 0.7% of their software · price +$1.6M$59.0M+$4.5M
• VeevaVEEV195,426 shares · 0.7% of their software · price +$11.0M$56.3M+$2.1M
• DatadogDDOG365,169 shares · 0.6% of their software · price +$12.8M$49.1M+$2.0M
• ZscalerZS141,475 shares · 0.5% of their software · price +$16.3M$44.4M−$4.1M
• Paychex, Inc.PAYX272,539 shares · 0.5% of their software · price −$2.4M$39.6M+$1.7M
• SnowflakeSNOW171,611 shares · 0.5% of their software · price +$13.3M$38.4M−$1.2M
• FactSetFDS84,661 shares · 0.5% of their software · price −$623K$37.9MFlat
• Strategy IncMSTR86,310 shares · 0.4% of their software · price +$10.0M$34.9MFlat
• VeriskVRSK110,188 shares · 0.4% of their software · price +$1.5M$34.3M−$1.0M
• F5, Inc.FFIV96,490 shares · 0.4% of their software · price +$2.7M$28.4M+$552K
• HubSpotHUBS50,126 shares · 0.3% of their software · price −$735K$27.9M+$1.0M
• CloudflareNET141,691 shares · 0.3% of their software · price +$11.8M$27.7M−$546K
• The Trade DeskTTD383,689 shares · 0.3% of their software · price +$6.6M$27.6M+$6.6M
• BroadridgeBR105,695 shares · 0.3% of their software$25.7M−$1.8M
• NetApp, Inc.NTAP225,759 shares · 0.3% of their software · price +$4.2M$24.1M−$8.8M
• GoDaddyGDDY126,217 shares · 0.3% of their software$22.7M−$1.4M
• DuolingoDUOL54,994 shares · 0.3% of their software · price +$5.5M$22.5M−$4.1M
• TrimbleTRMB293,918 shares · 0.3% of their software · price +$3.0M$22.3M+$1.3M
• DocuSignDOCU286,394 shares · 0.3% of their software · price −$1.0M$22.3M+$10.5M
• Corpay, Inc.CPAY66,582 shares · 0.3% of their software · price −$1.1M$22.1M+$2.0M
• Block, Inc.XYZ311,710 shares · 0.3% of their software · price +$4.2M$21.2M−$2.0M
• CoStarCSGP253,630 shares · 0.3% of their software$20.4MFlat
• AtlassianTEAM99,463 shares · 0.2% of their software · price −$907K$20.2M−$1.9M
• Fair IsaacFICO10,514 shares · 0.2% of their software$19.2M−$1.4M
• CommvaultCVLT96,099 shares · 0.2% of their software · price +$1.6M$16.8MFlat
• NutanixNTNX213,741 shares · 0.2% of their software · price +$1.4M$16.3M+$3.2M
• ZoomZM190,287 shares · 0.2% of their software · price +$801K$14.8M−$4.5M
• MagniteMGNI614,317 shares · 0.2% of their software · price +$7.8M$14.8MFlat
• SS&CSSNC174,574 shares · 0.2% of their software$14.5MFlat
• Tyler TechnologiesTYL23,379 shares · 0.2% of their software$13.9MFlat
• DynatraceDT250,898 shares · 0.2% of their software · price +$2.0M$13.9M+$6.3M
• Remitly Global, Inc.RELY729,159 shares · 0.2% of their software · price −$1.5M$13.7M−$1.8M
• AkamaiAKAM148,559 shares · 0.1% of their software$11.8M−$11.5M
• OktaOKTA113,836 shares · 0.1% of their software · price −$598K$11.4M−$5.0M
• Gen DigitalGEN368,864 shares · 0.1% of their software · price +$1.1M$10.8M−$906K
• TwilioTWLO84,175 shares · 0.1% of their software · price +$2.2M$10.5M+$795K
• Amdocs LimitedDOX114,540 shares · 0.1% of their software$10.5M+$2.0M
• PTCPTC59,251 shares · 0.1% of their software · price +$1.0M$10.2MFlat
• ProgressPRGS159,650 shares · 0.1% of their software · price +$2.0M$10.2M−$6.6M
• Tucows Inc.TCX510,989 shares · 0.1% of their software · price +$1.4M$10.1MFlat
• MongoDBMDB40,777 shares · 0.1% of their software · price +$1.4M$8.6M−$2.5M
• UnityU274,954 shares · 0.1% of their software · price +$1.3M$6.7MFlat
• InterDigital, Inc.IDCC28,916 shares · 0.1% of their software · price +$505K$6.5M+$5.0M
• PaylocityPCTY35,625 shares · 0.1% of their software$6.5MFlat
• CourseraCOUR735,230 shares · 0.1% of their software · price +$1.5M$6.4M+$1.4M
• Shift4 Payments, Inc.FOUR64,243 shares · 0.1% of their software · price +$1.1M$6.4MFlat
• PaymentusPAY188,696 shares · 0.1% of their software · price +$1.3M$6.2M+$810K
• GuidewireGWRE26,116 shares · 0.1% of their software · price +$1.3M$6.1M−$752K
• Upbound Group, Inc.UPBD244,409 shares · 0.1% of their software$6.1MFlat
• Rubrik, Inc.RBRK65,360 shares · 0.1% of their software · price +$1.9M$5.9M+$3.1M
• PegasystemsPEGA103,864 shares · 0.1% of their software · price −$1.6M$5.6M+$4.6M
• Core Scientific, Inc.CORZ323,673 shares · 0.1% of their software · price +$3.2M$5.5M+$2.3M
• Diebold Nixdorf, IncorporatedDBD98,902 shares · 0.1% of their software · price +$1.2M$5.5M−$2.4M
• Manhattan AssociatesMANH27,028 shares · 0.1% of their software · price +$660K$5.3M−$2.3M
• ACI WorldwideACIW109,668 shares · 0.1% of their software · price −$965K$5.0MFlat
• VaronisVRNS99,157 shares · 0.1% of their software · price +$1.0M$5.0M+$928K
• DropboxDBX172,785 shares · 0.1% of their software$4.9M−$1.8M
• SPS CommerceSPSC32,939 shares · 0.1% of their software$4.5M+$573K
• Clearwater AnalyticsCWAN196,634 shares · 0.1% of their software$4.3M—
• SchrödingerSDGR204,000 shares · 0.1% of their software$4.1MFlat
• Q2QTWO43,555 shares · 0.1% of their software · price +$591K$4.1M+$621K
• ToastTOST91,208 shares · 0.0% of their software · price +$1.0M$4.0M+$789K
• AlkamiALKT126,219 shares · 0.0% of their software$3.8MFlat
• CCC Intelligent Solutions Holdings Inc.CCC350,660 shares · 0.0% of their software$3.3MFlat
• DoximityDOCS50,380 shares · 0.0% of their software$3.1M−$633K
• Bentley SystemsBSY56,329 shares · 0.0% of their software · price +$824K$3.0MFlat
• RingCentralRNG105,119 shares · 0.0% of their software$3.0M+$933K
• AvePointAVPT150,185 shares · 0.0% of their software · price +$731K$2.9MNew · +$2.2M
• Euronet Worldwide, Inc.EEFT28,132 shares · 0.0% of their software$2.9MFlat
• MorningstarMORN8,852 shares · 0.0% of their software$2.8M+$1.9M
• A10 Networks, Inc.ATEN141,803 shares · 0.0% of their software$2.7MFlat
• ProcorePCOR39,958 shares · 0.0% of their software$2.7MFlat
• QualysQLYS18,445 shares · 0.0% of their software$2.6M+$547K
• Lyft, Inc.LYFT163,610 shares · 0.0% of their software · price +$636K$2.6M+$793K
• AppFolioAPPF11,008 shares · 0.0% of their software$2.5MFlat
• Adeia Inc.ADEA172,541 shares · 0.0% of their software$2.4MFlat
• ZoomInfoZI224,292 shares · 0.0% of their software$2.3M—
• TeradataTDC100,534 shares · 0.0% of their software$2.2MFlat
• UiPathPATH165,466 shares · 0.0% of their software$2.1MFlat
• GitLabGTLB45,943 shares · 0.0% of their software$2.1M−$2.8M
• SailPointSAIL89,784 shares · 0.0% of their software$2.1MFlat
• Alight, Inc.ALIT361,165 shares · 0.0% of their software$2.0M+$1.6M
• BoxBOX55,643 shares · 0.0% of their software$1.9MFlat
• WorkivaWK27,495 shares · 0.0% of their software$1.9MFlat
• SamsaraIOT45,956 shares · 0.0% of their software$1.8MFlat
• CertaraCERT155,411 shares · 0.0% of their software$1.8M−$798K
• ElasticESTC20,846 shares · 0.0% of their software$1.8M−$6.3M
• EVERTEC, Inc.EVTC48,163 shares · 0.0% of their software$1.7M−$1.4M
• WaystarWAY40,276 shares · 0.0% of their software$1.6MNew · +$1.5M
• NetScout Systems, Inc.NTCT64,922 shares · 0.0% of their software$1.6MFlat
• Digital TurbineAPPS255,499 shares · 0.0% of their software · price +$812K$1.5MSplit
• International Money Express, Inc.IMXI146,700 shares · 0.0% of their software$1.5MFlat
• Agilysys, Inc.AGYS11,440 shares · 0.0% of their software$1.3MFlat
• Rapid7RPD51,641 shares · 0.0% of their software$1.2MFlat
• DigitalOceanDOCN41,324 shares · 0.0% of their software$1.2MFlat
• OneSpan Inc.OSPN66,179 shares · 0.0% of their software$1.1M+$633K
• Clear Secure, Inc.YOU36,088 shares · 0.0% of their software$1.0MFlat
• NCR Atleos CorporationNATL34,815 shares · 0.0% of their software$993KFlat
• VertexVERX27,974 shares · 0.0% of their software$988KFlat
• WEX Inc.WEX6,254 shares · 0.0% of their software$919KFlat
• TenableTENB26,156 shares · 0.0% of their software$884KFlat
• AsanaASAN65,270 shares · 0.0% of their software$881K+$666K
• SemrushSEMR89,693 shares · 0.0% of their software$812K—
• C3.aiAI27,477 shares · 0.0% of their software$675KFlat
• SentinelOneS33,664 shares · 0.0% of their software$615K−$802K
• Repay Holdings CorporationRPAY125,928 shares · 0.0% of their software$607KFlat
• Grindr Inc.GRND26,657 shares · 0.0% of their software$605KNew · Flat
• CoreWeave, Inc.CRWV3,500 shares · 0.0% of their software$571KNew · Flat
• FastlyFSLY80,162 shares · 0.0% of their software$566KFlat
• Calix, Inc.CALX10,262 shares · 0.0% of their software$546KFlat
• Zeta GlobalZETA32,597 shares · 0.0% of their software$505KFlat
• Alarm.com Holdings, Inc.ALRM7,892 shares · 0.0% of their software$446K−$1.4M
• BILLBILL8,738 shares · 0.0% of their software$404KFlat
• Intapp, Inc.INTA6,758 shares · 0.0% of their software$349KNew · Flat
• ePlus inc.PLUS4,800 shares · 0.0% of their software$346KFlat
• FreshworksFRSH23,198 shares · 0.0% of their software$346K−$4.2M
• PAR Technology CorporationPAR4,035 shares · 0.0% of their software$280KNew · Flat
• BlackLineBL4,608 shares · 0.0% of their software$261KFlat
• DoubleVerifyDV15,362 shares · 0.0% of their software$230KFlat
• SoundHound AI, Inc.SOUN18,930 shares · 0.0% of their software$203KNew · Flat
• Sabre CorporationSABR61,800 shares · 0.0% of their software$195KFlat
• Payoneer Global Inc.PAYO24,653 shares · 0.0% of their software$169KFlat
• SprinklrCXM16,973 shares · 0.0% of their software$144KFlat
• DHI Group, Inc.DHX13,499 shares · 0.0% of their software$40KFlat
• Blend Labs, Inc.BLND11,097 shares · 0.0% of their software$37KNew · Flat
• Kaltura, Inc.KLTR13,796 shares · 0.0% of their software$28KFlat