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.

• ServiceNowNOW+$1.1B$231M
• OracleORCL+$40.1M$260M
• AdobeADBE+$34.1M$311M
• Fiserv, Inc.FISV−$32.0M$22.4M
• MicrosoftMSFT−$29.3M$3.4B

Software held

• MicrosoftMSFT7,051,592 shares · 44.4% of their software · price −$242M$3.4BFlat
• SalesforceCRM1,417,447 shares · 4.9% of their software · price +$39.6M$376M+$15.1M
• AdobeADBE882,568 shares · 4.0% of their software · price −$2.4M$311M+$34.1M
• IntuitINTU445,144 shares · 3.8% of their software · price −$9.1M$295M+$8.0M
• OracleORCL1,341,560 shares · 3.4% of their software · price −$116M$260M+$40.1M
• PalantirPLTR1,461,366 shares · 3.4% of their software · price −$6.8M$259M+$12.4M
• ServiceNowNOW1,501,224 shares · 3.0% of their software · price −$1.2B$231M+$1.1B
• Uber Technologies, Inc.UBER2,632,600 shares · 2.8% of their software · price −$42.8M$216M−$18.1M
• AppLovinAPP294,591 shares · 2.6% of their software · price −$13.2M$199MFlat
• Palo Alto NetworksPANW997,868 shares · 2.4% of their software · price −$19.4M$185M+$4.3M
• AutodeskADSK513,454 shares · 2.0% of their software · price −$11.1M$152M+$1.9M
• Automatic Data Processing, Inc.ADP515,298 shares · 1.7% of their software · price −$18.7M$133MFlat
• SynopsysSNPS234,691 shares · 1.4% of their software · price −$5.6M$111M−$17.0M
• PaycomPAYC604,090 shares · 1.3% of their software · price −$29.5M$96.9M+$28.9M
• CrowdStrikeCRWD175,691 shares · 1.1% of their software · price −$3.8M$82.8M+$9.9M
• CadenceCDNS259,260 shares · 1.1% of their software · price −$10.0M$81.2M+$4.0M
• Roper Technologies, Inc.ROP161,543 shares · 0.9% of their software · price −$8.7M$72.1M+$16.3M
• FortinetFTNT755,286 shares · 0.8% of their software · price −$3.5M$60.2M−$6.2M
• VeriSign, Inc.VRSN232,005 shares · 0.7% of their software · price −$8.5M$56.4MFlat
• WorkdayWDAY236,661 shares · 0.7% of their software · price −$6.1M$51.1M−$1.2M
• DatadogDDOG370,234 shares · 0.7% of their software · price −$2.4M$50.5M+$5.6M
• SnowflakeSNOW226,411 shares · 0.6% of their software · price −$1.4M$49.7M+$5.7M
• VeevaVEEV205,690 shares · 0.6% of their software · price −$15.4M$46.1MFlat
• Paychex, Inc.PAYX345,667 shares · 0.5% of their software · price −$5.0M$38.9M+$5.0M
• ZscalerZS166,821 shares · 0.5% of their software · price −$12.5M$37.6M+$4.9M
• CloudflareNET177,902 shares · 0.5% of their software · price −$3.1M$35.0M+$1.7M
• NetApp, Inc.NTAP243,140 shares · 0.3% of their software · price −$2.8M$26.1M+$1.5M
• VeriskVRSK113,933 shares · 0.3% of their software · price −$3.2M$25.5M+$2.7M
• DocuSignDOCU355,990 shares · 0.3% of their software · price −$1.3M$24.4M+$4.7M
• F5, Inc.FFIV94,048 shares · 0.3% of their software · price −$6.4M$23.7M−$4.0M
• BroadridgeBR104,266 shares · 0.3% of their software · price −$1.6M$23.3MFlat
• TrimbleTRMB294,470 shares · 0.3% of their software · price −$972K$23.3M+$805K
• MongoDBMDB54,965 shares · 0.3% of their software · price +$6.0M$23.1MFlat
• Fiserv, Inc.FISV328,008 shares · 0.3% of their software · price −$20.3M$22.4M−$32.0M
• HubSpotHUBS54,115 shares · 0.3% of their software · price −$3.6M$21.9M+$1.0M
• ZoomZM242,815 shares · 0.3% of their software · price +$920K$20.9MFlat
• Strategy IncMSTR134,967 shares · 0.3% of their software · price −$23.0M$20.7M+$1.6M
• Block, Inc.XYZ313,208 shares · 0.3% of their software · price −$2.2M$20.5M+$646K
• Fair IsaacFICO11,332 shares · 0.3% of their software · price +$2.2M$19.2M−$1.5M
• AtlassianTEAM117,546 shares · 0.2% of their software$19.1M+$1.3M
• Corpay, Inc.CPAY62,742 shares · 0.2% of their software · price +$807K$18.9M−$1.2M
• CoStarCSGP268,413 shares · 0.2% of their software · price −$4.6M$18.1M+$810K
• GoDaddyGDDY139,776 shares · 0.2% of their software · price −$1.8M$17.4M+$2.8M
• FactSetFDS59,589 shares · 0.2% of their software$17.3M−$3.8M
• Tyler TechnologiesTYL32,931 shares · 0.2% of their software · price −$2.3M$15.0M+$947K
• AkamaiAKAM150,612 shares · 0.2% of their software · price +$1.7M$13.2M−$2.9M
• Remitly Global, Inc.RELY954,064 shares · 0.2% of their software · price −$2.4M$13.2M+$4.8M
• PTCPTC75,447 shares · 0.2% of their software · price −$2.2M$13.2MFlat
• InterDigital, Inc.IDCC40,402 shares · 0.2% of their software · price −$1.1M$12.9M+$793K
• PegasystemsPEGA198,621 shares · 0.2% of their software$12.0M+$1.6M
• SS&CSSNC132,053 shares · 0.2% of their software$11.6MFlat
• Tucows Inc.TCX526,989 shares · 0.2% of their software · price +$2.0M$11.6MFlat
• DynatraceDT263,897 shares · 0.1% of their software · price −$1.3M$11.5MFlat
• TwilioTWLO76,389 shares · 0.1% of their software · price +$3.2M$10.8MFlat
• Gen DigitalGEN389,444 shares · 0.1% of their software$10.6M+$1.3M
• DropboxDBX371,491 shares · 0.1% of their software · price −$895K$10.3MFlat
• DuolingoDUOL57,484 shares · 0.1% of their software · price −$8.4M$10.1M+$659K
• The Trade DeskTTD247,857 shares · 0.1% of their software · price −$2.7M$9.5MFlat
• OktaOKTA95,482 shares · 0.1% of their software$8.3M+$1.2M
• CourseraCOUR1,084,567 shares · 0.1% of their software · price −$4.7M$8.0M+$4.7M
• Manhattan AssociatesMANH43,981 shares · 0.1% of their software · price −$1.4M$7.6M+$1.2M
• PaylocityPCTY47,486 shares · 0.1% of their software$7.2M+$2.9M
• Shift4 Payments, Inc.FOUR113,358 shares · 0.1% of their software · price −$1.6M$7.2M+$3.0M
• Amdocs LimitedDOX87,227 shares · 0.1% of their software$7.0M−$2.2M
• RingCentralRNG239,070 shares · 0.1% of their software$6.9M+$2.8M
• ProgressPRGS153,769 shares · 0.1% of their software$6.6M+$1.3M
• PaymentusPAY204,109 shares · 0.1% of their software$6.4MFlat
• NutanixNTNX116,944 shares · 0.1% of their software · price −$2.7M$6.1M−$3.7M
• TeradataTDC197,970 shares · 0.1% of their software · price +$1.8M$6.0MFlat
• ZoomInfoZI572,579 shares · 0.1% of their software$5.8M—
• Rubrik, Inc.RBRK64,769 shares · 0.1% of their software$5.0MFlat
• Upbound Group, Inc.UPBD282,320 shares · 0.1% of their software · price −$1.7M$5.0MFlat
• NetScout Systems, Inc.NTCT183,015 shares · 0.1% of their software$5.0MFlat
• Q2QTWO63,284 shares · 0.1% of their software$4.6MFlat
• Clearwater AnalyticsCWAN188,245 shares · 0.1% of their software$4.5M—
• Diebold Nixdorf, IncorporatedDBD64,800 shares · 0.1% of their software · price +$704K$4.4M+$2.9M
• BILLBILL73,433 shares · 0.1% of their software$4.0MFlat
• UnityU89,203 shares · 0.1% of their software$4.0M+$677K
• ProcorePCOR54,027 shares · 0.1% of their software$3.9MFlat
• Adeia Inc.ADEA219,747 shares · 0.0% of their software$3.8M+$634K
• VaronisVRNS112,674 shares · 0.0% of their software · price −$2.8M$3.7M−$7.6M
• CommvaultCVLT28,663 shares · 0.0% of their software · price −$1.8M$3.6M−$11.3M
• GuidewireGWRE17,929 shares · 0.0% of their software · price −$517K$3.6MFlat
• Dave Inc.DAVE16,164 shares · 0.0% of their software$3.6MFlat
• UiPathPATH215,753 shares · 0.0% of their software · price +$649K$3.6MFlat
• SailPointSAIL167,021 shares · 0.0% of their software$3.4MFlat
• Zeta GlobalZETA160,752 shares · 0.0% of their software$3.3M+$512K
• Euronet Worldwide, Inc.EEFT42,799 shares · 0.0% of their software · price −$501K$3.3M+$2.2M
• DoximityDOCS72,111 shares · 0.0% of their software · price −$2.1M$3.2M+$1.1M
• ToastTOST87,288 shares · 0.0% of their software$3.1MFlat
• NCR Atleos CorporationNATL80,083 shares · 0.0% of their software$3.1M+$1.1M
• DigitalOceanDOCN63,171 shares · 0.0% of their software · price +$882K$3.0M+$1.3M
• QualysQLYS22,863 shares · 0.0% of their software$3.0MFlat
• Bentley SystemsBSY75,373 shares · 0.0% of their software · price −$1.0M$2.9M+$918K
• A10 Networks, Inc.ATEN150,466 shares · 0.0% of their software$2.7MFlat
• BlackbaudBLKB41,000 shares · 0.0% of their software$2.6MFlat
• International Money Express, Inc.IMXI166,700 shares · 0.0% of their software$2.6MFlat
• SPS CommerceSPSC27,520 shares · 0.0% of their software$2.5MFlat
• FlywireFLYW172,202 shares · 0.0% of their software$2.4M+$1.7M
• BoxBOX80,901 shares · 0.0% of their software$2.4MFlat
• WaystarWAY71,846 shares · 0.0% of their software$2.4M+$864K
• WorkivaWK26,916 shares · 0.0% of their software$2.3MFlat
• MagniteMGNI129,787 shares · 0.0% of their software · price −$720K$2.1M−$6.2M
• SamsaraIOT57,468 shares · 0.0% of their software$2.0MFlat
• MorningstarMORN8,764 shares · 0.0% of their software$1.9MFlat
• Core Scientific, Inc.CORZ127,819 shares · 0.0% of their software$1.9M−$5.8M
• WEX Inc.WEX11,558 shares · 0.0% of their software$1.7MFlat
• Intapp, Inc.INTA34,586 shares · 0.0% of their software$1.6MFlat
• Calix, Inc.CALX28,355 shares · 0.0% of their software$1.5MFlat
• CoreWeave, Inc.CRWV20,416 shares · 0.0% of their software · price −$1.3M$1.5M+$2.0M
• ServiceTitanTTAN13,808 shares · 0.0% of their software$1.5MFlat
• CertaraCERT158,907 shares · 0.0% of their software · price −$542K$1.4MFlat
• Digital TurbineAPPS255,499 shares · 0.0% of their software$1.3MFlat
• Lyft, Inc.LYFT65,137 shares · 0.0% of their software$1.3MFlat
• AppFolioAPPF5,423 shares · 0.0% of their software$1.3MFlat
• Consensus Cloud Solutions, Inc.CCSI51,158 shares · 0.0% of their software$1.1MNew · +$1.5M
• DoubleVerifyDV94,602 shares · 0.0% of their software$1.1M+$817K
• ElasticESTC13,738 shares · 0.0% of their software$1.0MFlat
• AvePointAVPT70,801 shares · 0.0% of their software$983KFlat
• CCC Intelligent Solutions Holdings Inc.CCC119,654 shares · 0.0% of their software$954K−$1.6M
• GitLabGTLB23,488 shares · 0.0% of their software$886K−$603K
• Alight, Inc.ALIT444,644 shares · 0.0% of their software · price −$582K$867KFlat
• SentinelOneS52,950 shares · 0.0% of their software$797KFlat
• OneSpan Inc.OSPN60,370 shares · 0.0% of their software$775KFlat
• Netskope, Inc.NTSK40,000 shares · 0.0% of their software$717KNew · +$909K
• BackblazeBLZE150,000 shares · 0.0% of their software · price −$693K$713KNew · +$1.4M
• Agilysys, Inc.AGYS5,671 shares · 0.0% of their software$675KFlat
• EVERTEC, Inc.EVTC22,900 shares · 0.0% of their software$666KFlat
• ACI WorldwideACIW12,669 shares · 0.0% of their software$607K−$4.4M
• Rapid7RPD39,307 shares · 0.0% of their software$601K+$529K
• Clear Secure, Inc.YOU16,817 shares · 0.0% of their software$590KFlat
• Pagaya Technologies Ltd.PGY26,290 shares · 0.0% of their software$554KNew · +$781K
• Five9FIVN26,447 shares · 0.0% of their software$529KFlat
• Payoneer Global Inc.PAYO93,769 shares · 0.0% of their software$527KFlat
• AppianAPPN14,728 shares · 0.0% of their software$522KFlat
• ePlus inc.PLUS4,483 shares · 0.0% of their software$396KFlat
• BlackLineBL6,601 shares · 0.0% of their software$365KFlat
• LiveRamp Holdings, Inc.RAMP11,761 shares · 0.0% of their software$345KNew · Flat
• FreshworksFRSH27,315 shares · 0.0% of their software$335KFlat
• SoundHound AI, Inc.SOUN32,924 shares · 0.0% of their software$328KFlat
• i3 Verticals, Inc.IIIV12,302 shares · 0.0% of their software$310KFlat
• TenableTENB13,166 shares · 0.0% of their software$310K−$555K
• nCinoNCNO11,960 shares · 0.0% of their software$307KFlat
• Alarm.com Holdings, Inc.ALRM5,969 shares · 0.0% of their software$305KFlat
• VertexVERX15,234 shares · 0.0% of their software$304KFlat
• SprinklrCXM36,223 shares · 0.0% of their software$282KFlat
• Navan, Inc.NAVN15,041 shares · 0.0% of their software$257KNew · Flat
• PagerDutyPD18,014 shares · 0.0% of their software$236KFlat
• KlaviyoKVYO7,116 shares · 0.0% of their software$231KNew · Flat
• Priority Technology Holdings, Inc.PRTH32,954 shares · 0.0% of their software$181KFlat
• Grindr Inc.GRND12,930 shares · 0.0% of their software$175KFlat
• C3.aiAI12,798 shares · 0.0% of their software$173KFlat
• AsanaASAN10,599 shares · 0.0% of their software$145KFlat
• Sprout SocialSPT11,014 shares · 0.0% of their software$124KFlat
• N-ableNABL11,393 shares · 0.0% of their software$85KNew · Flat
• Sabre CorporationSABR35,027 shares · 0.0% of their software$48KFlat
• Blend Labs, Inc.BLND11,097 shares · 0.0% of their software$34KFlat
• DHI Group, Inc.DHX13,499 shares · 0.0% of their software$21KFlat