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.

• MicrosoftMSFT−$62.6M$3.7B
• ServiceNowNOW+$41.5M$252M
• OracleORCL−$31.7M$337M
• SalesforceCRM+$29.7M$321M
• FortinetFTNT−$23.8M$69.7M

Software held

• MicrosoftMSFT7,108,239 shares · 44.6% of their software · price +$146M$3.7B−$62.6M
• OracleORCL1,198,835 shares · 4.1% of their software · price +$75.1M$337M−$31.7M
• SalesforceCRM1,353,670 shares · 3.9% of their software · price −$48.3M$321M+$29.7M
• IntuitINTU433,436 shares · 3.6% of their software · price −$45.4M$296MFlat
• AdobeADBE785,827 shares · 3.4% of their software · price −$26.8M$277M−$12.2M
• Uber Technologies, Inc.UBER2,817,018 shares · 3.3% of their software · price +$13.2M$276M+$22.6M
• PalantirPLTR1,393,608 shares · 3.1% of their software · price +$64.2M$254M+$6.9M
• ServiceNowNOW273,855 shares · 3.1% of their software · price −$29.5M$252M+$41.5M
• AppLovinAPP293,112 shares · 2.6% of their software · price +$108M$211M+$7.5M
• Palo Alto NetworksPANW976,558 shares · 2.4% of their software · price −$996K$199M−$10.2M
• AutodeskADSK507,541 shares · 2.0% of their software · price +$4.1M$161M−$6.0M
• Automatic Data Processing, Inc.ADP517,105 shares · 1.8% of their software · price −$7.7M$152M−$6.5M
• SynopsysSNPS269,095 shares · 1.6% of their software · price −$5.2M$133M−$10.2M
• PaycomPAYC465,295 shares · 1.2% of their software · price −$10.8M$96.8M+$18.0M
• CadenceCDNS247,749 shares · 1.1% of their software · price +$10.7M$87.0M+$4.5M
• CrowdStrikeCRWD155,512 shares · 0.9% of their software · price −$2.9M$76.3M+$3.1M
• Fiserv, Inc.FISV575,866 shares · 0.9% of their software · price −$25.0M$74.2M+$4.7M
• FortinetFTNT829,381 shares · 0.8% of their software · price −$17.9M$69.7M−$23.8M
• VeriSign, Inc.VRSN232,833 shares · 0.8% of their software · price −$2.1M$65.1M−$9.2M
• Roper Technologies, Inc.ROP128,907 shares · 0.8% of their software · price −$8.8M$64.3M+$5.6M
• VeevaVEEV204,533 shares · 0.7% of their software · price +$2.0M$60.9M+$2.6M
• WorkdayWDAY241,640 shares · 0.7% of their software$58.2M−$997K
• DatadogDDOG331,249 shares · 0.6% of their software · price +$2.7M$47.2M−$4.6M
• SnowflakeSNOW201,228 shares · 0.6% of their software$45.4M+$6.6M
• ZscalerZS150,602 shares · 0.5% of their software · price −$2.2M$45.1M+$2.9M
• Strategy IncMSTR130,062 shares · 0.5% of their software · price −$10.7M$41.9M+$17.7M
• Paychex, Inc.PAYX306,514 shares · 0.5% of their software · price −$5.7M$38.9M+$4.9M
• CloudflareNET170,186 shares · 0.4% of their software · price +$3.2M$36.5M+$5.6M
• F5, Inc.FFIV106,417 shares · 0.4% of their software · price +$3.1M$34.4M+$2.9M
• NetApp, Inc.NTAP230,210 shares · 0.3% of their software · price +$2.7M$27.3MFlat
• VeriskVRSK103,395 shares · 0.3% of their software · price −$6.2M$26.0M−$2.1M
• BroadridgeBR102,246 shares · 0.3% of their software$24.4M−$838K
• HubSpotHUBS51,931 shares · 0.3% of their software · price −$4.6M$24.3M+$1.0M
• TrimbleTRMB284,607 shares · 0.3% of their software · price +$1.6M$23.2M−$707K
• Block, Inc.XYZ304,264 shares · 0.3% of their software · price +$1.3M$22.0M−$506K
• CoStarCSGP258,807 shares · 0.3% of their software · price +$1.0M$21.8MFlat
• DocuSignDOCU290,201 shares · 0.3% of their software · price −$1.7M$20.9MFlat
• FactSetFDS72,832 shares · 0.3% of their software · price −$11.7M$20.9M−$5.3M
• ZoomZM241,147 shares · 0.2% of their software · price +$1.1M$19.9M+$4.0M
• Corpay, Inc.CPAY66,943 shares · 0.2% of their software · price −$2.9M$19.3MFlat
• Fair IsaacFICO12,305 shares · 0.2% of their software · price −$4.1M$18.4M+$3.3M
• DuolingoDUOL55,436 shares · 0.2% of their software · price −$4.9M$17.8MFlat
• AtlassianTEAM109,672 shares · 0.2% of their software · price −$4.8M$17.5M+$2.1M
• CommvaultCVLT88,488 shares · 0.2% of their software · price +$1.3M$16.7M−$1.3M
• MongoDBMDB53,677 shares · 0.2% of their software · price +$5.4M$16.7M+$2.7M
• GoDaddyGDDY119,491 shares · 0.2% of their software · price −$5.2M$16.3M−$1.2M
• Tyler TechnologiesTYL31,121 shares · 0.2% of their software · price −$2.2M$16.3M+$4.6M
• PTCPTC74,462 shares · 0.2% of their software · price +$2.3M$15.1M+$2.6M
• AkamaiAKAM188,605 shares · 0.2% of their software · price −$754K$14.3M+$3.2M
• VaronisVRNS245,018 shares · 0.2% of their software · price +$1.6M$14.1M+$7.4M
• InterDigital, Inc.IDCC38,105 shares · 0.2% of their software · price +$4.6M$13.2M+$2.1M
• DynatraceDT260,149 shares · 0.2% of their software · price −$1.8M$12.6M+$511K
• The Trade DeskTTD252,729 shares · 0.2% of their software · price −$5.8M$12.4M−$9.4M
• NutanixNTNX166,503 shares · 0.2% of their software$12.4M−$3.6M
• SS&CSSNC129,644 shares · 0.1% of their software · price +$773K$11.5M−$3.7M
• DropboxDBX361,611 shares · 0.1% of their software · price +$582K$10.9M+$5.4M
• Remitly Global, Inc.RELY661,073 shares · 0.1% of their software · price −$1.6M$10.8M−$1.3M
• PegasystemsPEGA171,452 shares · 0.1% of their software · price +$578K$9.9M+$3.7M
• Gen DigitalGEN342,935 shares · 0.1% of their software$9.7M−$762K
• Tucows Inc.TCX510,989 shares · 0.1% of their software · price −$588K$9.5MFlat
• Amdocs LimitedDOX114,343 shares · 0.1% of their software · price −$1.1M$9.4MFlat
• MagniteMGNI413,150 shares · 0.1% of their software · price −$967K$9.0M−$4.9M
• Core Scientific, Inc.CORZ452,806 shares · 0.1% of their software$8.1M+$2.2M
• CourseraCOUR685,647 shares · 0.1% of their software · price +$2.0M$8.0MFlat
• Manhattan AssociatesMANH37,951 shares · 0.1% of their software$7.8M+$2.2M
• TwilioTWLO77,496 shares · 0.1% of their software · price −$1.9M$7.8M−$831K
• OktaOKTA81,968 shares · 0.1% of their software · price −$678K$7.5M−$3.2M
• Upbound Group, Inc.UPBD282,320 shares · 0.1% of their software$6.7M+$952K
• PaymentusPAY198,091 shares · 0.1% of their software$6.1MFlat
• Shift4 Payments, Inc.FOUR75,074 shares · 0.1% of their software · price −$1.6M$5.8M+$1.1M
• ProgressPRGS124,552 shares · 0.1% of their software · price −$2.5M$5.5M−$2.2M
• Rubrik, Inc.RBRK64,828 shares · 0.1% of their software$5.3MFlat
• ACI WorldwideACIW96,318 shares · 0.1% of their software · price +$661K$5.1M−$613K
• NetScout Systems, Inc.NTCT193,524 shares · 0.1% of their software$5.0M+$3.2M
• PaylocityPCTY29,536 shares · 0.1% of their software · price −$647K$4.7M−$1.1M
• Q2QTWO63,833 shares · 0.1% of their software · price −$1.4M$4.6M+$1.9M
• ZoomInfoZI405,250 shares · 0.1% of their software$4.4M—
• TeradataTDC193,675 shares · 0.1% of their software$4.2M+$2.1M
• SchrödingerSDGR206,334 shares · 0.1% of their software$4.1MFlat
• DoximityDOCS56,463 shares · 0.1% of their software · price +$667K$4.1MFlat
• GuidewireGWRE17,449 shares · 0.0% of their software$4.0M−$2.0M
• RingCentralRNG140,509 shares · 0.0% of their software$4.0M+$1.0M
• ProcorePCOR53,757 shares · 0.0% of their software$3.9M+$944K
• SailPointSAIL167,021 shares · 0.0% of their software$3.7M+$1.8M
• Dave Inc.DAVE18,405 shares · 0.0% of their software · price −$1.3M$3.7MNew · +$4.9M
• BILLBILL65,320 shares · 0.0% of their software$3.5M+$2.6M
• ToastTOST90,869 shares · 0.0% of their software · price −$707K$3.3MFlat
• Adeia Inc.ADEA181,998 shares · 0.0% of their software$3.1MFlat
• Bentley SystemsBSY57,533 shares · 0.0% of their software$3.0MFlat
• UnityU72,285 shares · 0.0% of their software · price +$1.1M$2.9M−$4.9M
• QualysQLYS21,551 shares · 0.0% of their software$2.9MFlat
• CCC Intelligent Solutions Holdings Inc.CCC298,212 shares · 0.0% of their software$2.7MFlat
• Zeta GlobalZETA134,977 shares · 0.0% of their software · price +$591K$2.7M+$1.6M
• A10 Networks, Inc.ATEN147,247 shares · 0.0% of their software$2.7MFlat
• SPS CommerceSPSC25,026 shares · 0.0% of their software · price −$800K$2.6M−$1.1M
• Clearwater AnalyticsCWAN140,200 shares · 0.0% of their software$2.5M—
• UiPathPATH187,500 shares · 0.0% of their software$2.5MFlat
• BoxBOX74,175 shares · 0.0% of their software$2.4M+$633K
• BlackbaudBLKB36,632 shares · 0.0% of their software$2.4MNew · +$2.4M
• WorkivaWK26,991 shares · 0.0% of their software$2.3MFlat
• International Money Express, Inc.IMXI159,700 shares · 0.0% of their software · price +$620K$2.2MFlat
• NCR Atleos CorporationNATL52,037 shares · 0.0% of their software · price +$561K$2.0MFlat
• SamsaraIOT53,869 shares · 0.0% of their software$2.0MFlat
• CertaraCERT163,815 shares · 0.0% of their software$2.0MFlat
• Digital TurbineAPPS305,499 shares · 0.0% of their software$2.0MFlat
• AppFolioAPPF6,825 shares · 0.0% of their software$1.9M−$963K
• WaystarWAY49,052 shares · 0.0% of their software$1.9MFlat
• WEX Inc.WEX10,789 shares · 0.0% of their software$1.7M+$666K
• GitLabGTLB36,868 shares · 0.0% of their software$1.7MFlat
• Calix, Inc.CALX26,015 shares · 0.0% of their software$1.6M+$838K
• MorningstarMORN6,863 shares · 0.0% of their software · price −$562K$1.6M−$624K
• Euronet Worldwide, Inc.EEFT17,714 shares · 0.0% of their software$1.6M−$1.1M
• SentinelOneS78,970 shares · 0.0% of their software$1.4M+$828K
• Lyft, Inc.LYFT60,873 shares · 0.0% of their software$1.3M−$1.6M
• Intapp, Inc.INTA32,297 shares · 0.0% of their software$1.3M+$1.3M
• ServiceTitanTTAN12,100 shares · 0.0% of their software$1.2MNew · +$1.3M
• ElasticESTC14,336 shares · 0.0% of their software$1.2M−$549K
• Alight, Inc.ALIT369,805 shares · 0.0% of their software · price −$888K$1.2MFlat
• AvePointAVPT70,801 shares · 0.0% of their software$1.1M−$1.5M
• Clear Secure, Inc.YOU30,535 shares · 0.0% of their software$1.0MFlat
• FastlyFSLY116,617 shares · 0.0% of their software$997KFlat
• TenableTENB32,212 shares · 0.0% of their software$939KFlat
• OneSpan Inc.OSPN56,778 shares · 0.0% of their software$902KFlat
• DigitalOceanDOCN26,143 shares · 0.0% of their software$893KFlat
• CoreWeave, Inc.CRWV6,000 shares · 0.0% of their software$821KFlat
• Diebold Nixdorf, IncorporatedDBD14,180 shares · 0.0% of their software$809K−$4.7M
• VertexVERX26,720 shares · 0.0% of their software$662KFlat
• Repay Holdings CorporationRPAY124,813 shares · 0.0% of their software$653KFlat
• SemrushSEMR89,693 shares · 0.0% of their software$635KFlat
• SoundHound AI, Inc.SOUN38,695 shares · 0.0% of their software$622KFlat
• FlywireFLYW43,480 shares · 0.0% of their software$589KNew · +$509K
• Agilysys, Inc.AGYS5,377 shares · 0.0% of their software$566K−$695K
• AppianAPPN15,296 shares · 0.0% of their software$468KNew · Flat
• Grindr Inc.GRND28,575 shares · 0.0% of their software$429KFlat
• AsanaASAN30,891 shares · 0.0% of their software$413KFlat
• ePlus inc.PLUS5,586 shares · 0.0% of their software$397KFlat
• BlackLineBL6,611 shares · 0.0% of their software$351KFlat
• i3 Verticals, Inc.IIIV10,226 shares · 0.0% of their software$332KNew · Flat
• EVERTEC, Inc.EVTC9,817 shares · 0.0% of their software$332K−$1.4M
• DoubleVerifyDV26,440 shares · 0.0% of their software$317KFlat
• Alarm.com Holdings, Inc.ALRM5,657 shares · 0.0% of their software$300KFlat
• nCinoNCNO10,651 shares · 0.0% of their software$289KNew · Flat
• FreshworksFRSH21,375 shares · 0.0% of their software$252KFlat
• PAR Technology CorporationPAR5,853 shares · 0.0% of their software$232KFlat
• Payoneer Global Inc.PAYO37,649 shares · 0.0% of their software$228KFlat
• Five9FIVN9,153 shares · 0.0% of their software$222KNew · Flat
• SprinklrCXM26,991 shares · 0.0% of their software$208KFlat
• Rapid7RPD11,099 shares · 0.0% of their software$208K−$938K
• Sprout SocialSPT15,970 shares · 0.0% of their software$206KNew · Flat
• PagerDutyPD11,922 shares · 0.0% of their software$197KNew · Flat
• Priority Technology Holdings, Inc.PRTH27,647 shares · 0.0% of their software$190KNew · Flat
• C3.aiAI10,604 shares · 0.0% of their software$184KFlat
• Sabre CorporationSABR35,027 shares · 0.0% of their software$64KFlat
• Blend Labs, Inc.BLND11,097 shares · 0.0% of their software$41KFlat
• DHI Group, Inc.DHX13,499 shares · 0.0% of their software$38KFlat
• Kaltura, Inc.KLTR13,796 shares · 0.0% of their software$20KFlat