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−$123M$2.5B
• IntuitINTU+$38.8M$218M
• ServiceNowNOW−$26.8M$139M
• Palo Alto NetworksPANW+$25.4M$182M
• SalesforceCRM+$25.0M$283M

Software held

• MicrosoftMSFT6,797,181 shares · 43.7% of their software · price −$771M$2.5B−$123M
• SalesforceCRM1,511,632 shares · 4.9% of their software · price −$118M$283M+$25.0M
• PalantirPLTR1,595,855 shares · 4.0% of their software · price −$50.2M$232M+$23.9M
• IntuitINTU503,785 shares · 3.8% of their software · price −$116M$218M+$38.8M
• AdobeADBE836,443 shares · 3.5% of their software · price −$89.4M$204M−$16.1M
• OracleORCL1,307,755 shares · 3.3% of their software · price −$62.5M$191M−$6.6M
• Palo Alto NetworksPANW1,136,004 shares · 3.2% of their software · price −$27.1M$182M+$25.4M
• Uber Technologies, Inc.UBER2,383,962 shares · 3.0% of their software · price −$23.3M$172M−$20.3M
• ServiceNowNOW1,325,980 shares · 2.4% of their software · price −$64.5M$139M−$26.8M
• AutodeskADSK478,006 shares · 2.0% of their software · price −$27.1M$114M−$10.5M
• AppLovinAPP276,124 shares · 1.9% of their software · price −$76.2M$110M−$12.4M
• Automatic Data Processing, Inc.ADP499,572 shares · 1.8% of their software · price −$27.0M$102M−$4.0M
• PaycomPAYC657,119 shares · 1.4% of their software · price −$24.9M$79.9M+$8.5M
• SynopsysSNPS201,086 shares · 1.4% of their software · price −$14.7M$79.9M−$15.8M
• CrowdStrikeCRWD201,164 shares · 1.4% of their software · price −$15.8M$78.5M+$11.9M
• CadenceCDNS264,526 shares · 1.3% of their software · price −$9.2M$73.5M+$1.6M
• VeriSign, Inc.VRSN241,407 shares · 1.0% of their software · price +$1.3M$60.0M+$2.3M
• FortinetFTNT642,768 shares · 0.9% of their software · price +$1.5M$52.5M−$8.9M
• Roper Technologies, Inc.ROP124,244 shares · 0.8% of their software · price −$11.3M$44.1M−$16.6M
• VeevaVEEV226,197 shares · 0.7% of their software · price −$10.8M$39.8M+$4.6M
• CloudflareNET185,565 shares · 0.7% of their software · price +$1.7M$38.1M+$1.5M
• DatadogDDOG281,254 shares · 0.6% of their software · price −$5.0M$33.2M−$12.1M
• SnowflakeSNOW217,659 shares · 0.6% of their software · price −$14.9M$32.8M−$1.9M
• Paychex, Inc.PAYX321,961 shares · 0.5% of their software · price −$6.5M$29.7M−$2.7M
• WorkdayWDAY201,310 shares · 0.5% of their software · price −$17.1M$26.3M−$7.6M
• NetApp, Inc.NTAP249,720 shares · 0.4% of their software · price −$1.2M$25.6M+$705K
• F5, Inc.FFIV89,770 shares · 0.4% of their software · price +$3.1M$25.3M−$1.1M
• VeriskVRSK112,566 shares · 0.4% of their software · price −$3.8M$21.4MFlat
• TrimbleTRMB292,523 shares · 0.3% of their software · price −$3.8M$19.1MFlat
• BroadridgeBR116,404 shares · 0.3% of their software · price −$7.1M$18.9M+$2.7M
• DocuSignDOCU398,569 shares · 0.3% of their software · price −$8.4M$18.9M+$2.9M
• Block, Inc.XYZ311,493 shares · 0.3% of their software · price −$1.5M$18.8MFlat
• Fiserv, Inc.FISV330,767 shares · 0.3% of their software · price −$3.8M$18.8MFlat
• Strategy IncMSTR148,464 shares · 0.3% of their software · price −$4.0M$18.5M+$2.1M
• ZoomZM227,457 shares · 0.3% of their software · price −$1.3M$18.3M−$1.3M
• Corpay, Inc.CPAY53,420 shares · 0.3% of their software · price −$531K$15.5M−$2.8M
• Remitly Global, Inc.RELY968,743 shares · 0.3% of their software · price +$1.8M$15.2MFlat
• ZscalerZS104,192 shares · 0.3% of their software · price −$8.8M$14.7M−$14.1M
• AkamaiAKAM122,475 shares · 0.2% of their software · price +$3.4M$14.1M−$2.5M
• MongoDBMDB56,510 shares · 0.2% of their software · price −$9.9M$13.9M+$648K
• FactSetFDS62,575 shares · 0.2% of their software · price −$4.6M$13.6M+$867K
• InterDigital, Inc.IDCC40,659 shares · 0.2% of their software · price −$666K$12.3MFlat
• PTCPTC86,014 shares · 0.2% of their software · price −$2.7M$12.3M+$1.8M
• Fair IsaacFICO11,399 shares · 0.2% of their software · price −$7.1M$12.2MFlat
• OktaOKTA146,976 shares · 0.2% of their software · price −$1.1M$11.6M+$4.5M
• GoDaddyGDDY136,075 shares · 0.2% of their software · price −$5.6M$11.2MFlat
• Tyler TechnologiesTYL32,451 shares · 0.2% of their software · price −$3.6M$11.1MFlat
• CoStarCSGP246,634 shares · 0.2% of their software · price −$6.6M$10.1M−$1.5M
• DigitalOceanDOCN113,959 shares · 0.2% of their software · price +$4.3M$9.8M+$2.4M
• AtlassianTEAM137,532 shares · 0.2% of their software · price −$12.9M$9.5M+$3.2M
• Tucows Inc.TCX533,873 shares · 0.2% of their software · price −$2.8M$9.2MFlat
• Gen DigitalGEN464,242 shares · 0.2% of their software · price −$3.9M$8.7M+$2.0M
• SS&CSSNC128,337 shares · 0.2% of their software · price −$2.5M$8.7MFlat
• TwilioTWLO69,001 shares · 0.1% of their software · price −$1.1M$8.6M−$1.1M
• HubSpotHUBS33,510 shares · 0.1% of their software · price −$5.3M$8.3M−$8.3M
• DropboxDBX342,491 shares · 0.1% of their software · price −$1.7M$7.8M−$806K
• RingCentralRNG201,060 shares · 0.1% of their software · price +$1.7M$7.5M−$1.1M
• Bentley SystemsBSY210,778 shares · 0.1% of their software · price −$642K$7.4M+$5.2M
• DynatraceDT193,674 shares · 0.1% of their software · price −$1.2M$7.2M−$3.0M
• NetScout Systems, Inc.NTCT222,647 shares · 0.1% of their software · price +$1.1M$7.1M+$1.1M
• DuolingoDUOL71,299 shares · 0.1% of their software · price −$5.5M$7.0M+$2.4M
• CourseraCOUR1,117,342 shares · 0.1% of their software · price −$1.7M$6.5MFlat
• Adeia Inc.ADEA237,609 shares · 0.1% of their software · price +$1.6M$5.7MFlat
• Diebold Nixdorf, IncorporatedDBD66,412 shares · 0.1% of their software · price +$501K$5.0MFlat
• The Trade DeskTTD201,765 shares · 0.1% of their software · price −$3.1M$4.7M−$1.7M
• Upbound Group, Inc.UPBD258,815 shares · 0.1% of their software$4.7MFlat
• NCR Atleos CorporationNATL104,218 shares · 0.1% of their software · price +$570K$4.5M+$920K
• PegasystemsPEGA101,327 shares · 0.1% of their software · price −$1.7M$4.3M−$5.8M
• Amdocs LimitedDOX65,378 shares · 0.1% of their software · price −$997K$4.3M−$1.8M
• TeradataTDC163,890 shares · 0.1% of their software · price −$788K$4.2M−$1.0M
• CoreWeave, Inc.CRWV46,402 shares · 0.1% of their software$3.6M+$1.9M
• BILLBILL91,710 shares · 0.1% of their software · price −$1.5M$3.5M+$997K
• GuidewireGWRE22,259 shares · 0.1% of their software · price −$1.1M$3.3M+$870K
• ToastTOST123,192 shares · 0.1% of their software · price −$1.1M$3.3M+$1.3M
• ProcorePCOR57,153 shares · 0.1% of their software · price −$900K$3.3MFlat
• Rubrik, Inc.RBRK64,242 shares · 0.1% of their software · price −$1.8M$3.1MFlat
• CommvaultCVLT40,195 shares · 0.1% of their software · price −$1.9M$3.1M+$1.4M
• Manhattan AssociatesMANH22,846 shares · 0.1% of their software · price −$918K$3.0M−$3.7M
• QualysQLYS31,511 shares · 0.0% of their software · price −$1.4M$2.8M+$1.1M
• ProgressPRGS97,497 shares · 0.0% of their software · price −$1.7M$2.5M−$2.4M
• Q2QTWO52,152 shares · 0.0% of their software · price −$1.3M$2.5M−$803K
• ZoomInfoZI412,031 shares · 0.0% of their software$2.5M—
• International Money Express, Inc.IMXI146,700 shares · 0.0% of their software$2.3MFlat
• PaylocityPCTY20,504 shares · 0.0% of their software · price −$912K$2.2M−$4.1M
• Clearwater AnalyticsCWAN89,692 shares · 0.0% of their software$2.1M—
• SailPointSAIL157,821 shares · 0.0% of their software · price −$1.1M$2.1MFlat
• A10 Networks, Inc.ATEN90,219 shares · 0.0% of their software$2.1M−$1.1M
• ElasticESTC41,612 shares · 0.0% of their software · price −$1.1M$2.1M+$2.1M
• Shift4 Payments, Inc.FOUR47,333 shares · 0.0% of their software · price −$911K$2.1M−$4.2M
• VaronisVRNS92,151 shares · 0.0% of their software · price −$1.0M$2.0M−$673K
• BlackbaudBLKB49,810 shares · 0.0% of their software · price −$1.2M$1.9M+$558K
• BoxBOX80,499 shares · 0.0% of their software · price −$505K$1.9MFlat
• DoximityDOCS79,501 shares · 0.0% of their software · price −$1.7M$1.9MFlat
• Zeta GlobalZETA114,652 shares · 0.0% of their software · price −$508K$1.8M−$938K
• Calix, Inc.CALX37,215 shares · 0.0% of their software$1.8MFlat
• Core Scientific, Inc.CORZ115,468 shares · 0.0% of their software$1.7MFlat
• FlywireFLYW146,039 shares · 0.0% of their software$1.7MFlat
• WorkivaWK27,270 shares · 0.0% of their software · price −$726K$1.6MFlat
• SamsaraIOT51,223 shares · 0.0% of their software$1.6MFlat
• SentinelOneS125,337 shares · 0.0% of their software$1.6M+$1.1M
• NutanixNTNX40,698 shares · 0.0% of their software · price −$557K$1.5M−$3.9M
• WaystarWAY63,624 shares · 0.0% of their software · price −$550K$1.5MFlat
• UnityU68,693 shares · 0.0% of their software · price −$1.5M$1.5M−$906K
• PaymentusPAY58,670 shares · 0.0% of their software$1.5M−$4.6M
• ServiceTitanTTAN19,213 shares · 0.0% of their software · price −$827K$1.2M+$576K
• Consensus Cloud Solutions, Inc.CCSI51,158 shares · 0.0% of their software$1.2MFlat
• SchrödingerSDGR106,814 shares · 0.0% of their software · price −$696K$1.2MNew · +$1.9M
• SPS CommerceSPSC21,701 shares · 0.0% of their software · price −$726K$1.2M−$519K
• WEX Inc.WEX7,517 shares · 0.0% of their software$1.2M−$602K
• Euronet Worldwide, Inc.EEFT16,849 shares · 0.0% of their software$1.1M−$2.0M
• TenableTENB63,166 shares · 0.0% of their software$1.1M+$1.2M
• Clear Secure, Inc.YOU21,672 shares · 0.0% of their software$1.0MFlat
• Lyft, Inc.LYFT78,273 shares · 0.0% of their software$1.0MFlat
• Agilysys, Inc.AGYS13,985 shares · 0.0% of their software · price −$667K$995K+$988K
• AppFolioAPPF6,084 shares · 0.0% of their software$960KFlat
• Digital TurbineAPPS304,499 shares · 0.0% of their software · price −$646K$877KFlat
• CCC Intelligent Solutions Holdings Inc.CCC143,279 shares · 0.0% of their software$860KFlat
• Intapp, Inc.INTA32,357 shares · 0.0% of their software · price −$651K$831KFlat
• UiPathPATH72,201 shares · 0.0% of their software$801K−$2.4M
• CertaraCERT136,016 shares · 0.0% of their software$775KFlat
• MorningstarMORN4,434 shares · 0.0% of their software$750K−$941K
• Rapid7RPD127,051 shares · 0.0% of their software · price −$1.2M$700K+$1.3M
• AppianAPPN27,663 shares · 0.0% of their software$667KFlat
• AvePointAVPT63,292 shares · 0.0% of their software$602KFlat
• VertexVERX50,005 shares · 0.0% of their software$595K+$694K
• GitLabGTLB25,934 shares · 0.0% of their software$561KFlat
• ACI WorldwideACIW12,555 shares · 0.0% of their software$515KFlat
• OneSpan Inc.OSPN39,400 shares · 0.0% of their software$415KFlat
• Five9FIVN26,686 shares · 0.0% of their software$405KFlat
• Life360, Inc.LIF8,807 shares · 0.0% of their software$360KNew · +$565K
• ePlus inc.PLUS4,656 shares · 0.0% of their software$350KFlat
• FastlyFSLY11,605 shares · 0.0% of their software$337KNew · Flat
• EVERTEC, Inc.EVTC11,708 shares · 0.0% of their software$330KFlat
• DoubleVerifyDV33,357 shares · 0.0% of their software$317K−$701K
• LiveRamp Holdings, Inc.RAMP11,761 shares · 0.0% of their software$312KFlat
• Alarm.com Holdings, Inc.ALRM7,126 shares · 0.0% of their software$308KFlat
• MagniteMGNI23,695 shares · 0.0% of their software$281K−$1.7M
• i3 Verticals, Inc.IIIV12,302 shares · 0.0% of their software$275KFlat
• Donnelley Financial Solutions, Inc.DFIN5,638 shares · 0.0% of their software$266KNew · Flat
• Ooma, Inc.OOMA17,400 shares · 0.0% of their software$253KNew · Flat
• BlackLineBL6,601 shares · 0.0% of their software$244KFlat
• Payoneer Global Inc.PAYO50,341 shares · 0.0% of their software$243KFlat
• SoundHound AI, Inc.SOUN32,924 shares · 0.0% of their software$226KFlat
• Alight, Inc.ALIT380,010 shares · 0.0% of their software · price −$519K$221KFlat
• Priority Technology Holdings, Inc.PRTH43,323 shares · 0.0% of their software$204KFlat
• FreshworksFRSH24,436 shares · 0.0% of their software$196KFlat
• nCinoNCNO11,960 shares · 0.0% of their software$179KFlat
• SprinklrCXM29,499 shares · 0.0% of their software$177KFlat
• C3.aiAI11,139 shares · 0.0% of their software$94KFlat
• Sprout SocialSPT11,014 shares · 0.0% of their software$63KFlat
• N-ableNABL13,063 shares · 0.0% of their software$61KFlat
• DHI Group, Inc.DHX13,499 shares · 0.0% of their software$38KFlat
• Sabre CorporationSABR21,800 shares · 0.0% of their software$32KFlat