Zurcher Kantonalbank (Zurich Cantonalbank) Software—Application

Zurcher Kantonalbank (Zurich Cantonalbank)

$39 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRM Salesforce, Inc.	$232B	$240 Million 0.62% of portfolio	881,237	Q2 2025 Added 6.08%
INTU Intuit Inc	$201B	$153 Million 0.39% of portfolio	194,449	Q2 2025 Added 44.63%
NOW Service Now, Inc.	$172B	$131 Million 0.34% of portfolio	127,547	Q2 2025 Added 20.34%
UBER Uber Technologies, Inc	$182B	$102 Million 0.26% of portfolio	1,093,206	Q2 2025 Added 39.7%
ADSK Autodesk, Inc.	$53.1B	$68.5 Million 0.18% of portfolio	278,504	Q2 2025 Added 19.38%
SHOP Shopify Inc.	$178B	$65.3 Million 0.17% of portfolio	565,784	Q2 2025 Added 8.14%
COIN Coinbase Global, Inc.	$45.7B	$39.9 Million 0.1% of portfolio	113,837	Q2 2025 Added 17.18%
PTC Ptc Inc.	$24B	$38.6 Million 0.1% of portfolio	223,797	Q2 2025 Added 20.63%
SNOW Snowflake Inc.	$61.8B	$34.8 Million 0.09% of portfolio	155,361	Q2 2025 Added 15.49%
WDAY Workday, Inc.	$43.1B	$33.1 Million 0.08% of portfolio	137,880	Q2 2025 Added 41.86%
CDNS Cadence Design Systems Inc	$97B	$30.6 Million 0.08% of portfolio	99,451	Q2 2025 Added 3.71%
TYL Tyler Technologies Inc	$23.5B	$29.8 Million 0.08% of portfolio	50,189	Q2 2025 Added 28.32%
ZM Zoom Video Communications, Inc.	$17.6B	$27.9 Million 0.07% of portfolio	357,570	Q2 2025 Added 132.21%
MSTR Microstrategy Inc	$3.68B	$27.6 Million 0.07% of portfolio	68,353	Q2 2025 Added 37.58%
BSY Bentley Systems Inc	$14.5B	$26.3 Million 0.07% of portfolio	488,184	Q2 2025 Added 76.27%
APP App Lovin Corp	$136B	$25.1 Million 0.06% of portfolio	71,676	Q2 2025 Added 38.35%
ANSS Ansys Inc	$32.6B	$18.3 Million 0.05% of portfolio	52,181	Q2 2025 Added 13.24%
SSNC Ss&C Technologies Holdings Inc	$22B	$15.2 Million 0.04% of portfolio	183,873	Q2 2025 Added 108.76%
TTD Trade Desk, Inc.	$23.7B	$11.9 Million 0.03% of portfolio	165,201	Q2 2025 Added 6.54%
HUBS Hubspot Inc	$20.3B	$11.3 Million 0.03% of portfolio	20,259	Q2 2025 Reduced 38.95%
DDOG Datadog, Inc.	$37.5B	$11.1 Million 0.03% of portfolio	82,828	Q2 2025 Added 15.78%
PAYC Paycom Software, Inc.	$12.9B	$10.6 Million 0.03% of portfolio	45,947	Q2 2025 Reduced 18.55%
FICO Fair Isaac Corp	$33.3B	$10.5 Million 0.03% of portfolio	5,725	Q2 2025 Reduced 67.07%
DOCU Docusign, Inc.	$13.7B	$8.86 Million 0.02% of portfolio	113,814	Q2 2025 Reduced 51.77%
DT Dynatrace, Inc.	$13.4B	$6.96 Million 0.02% of portfolio	125,998	Q2 2025 Reduced 8.71%
GRAB Grab Holdings LTD	$18.6B	$5.81 Million 0.01% of portfolio	1,154,316	Q2 2025 Reduced 24.11%
MNDY Monday.Com Ltd.	$7.5B	$5.57 Million 0.01% of portfolio	17,707	Q2 2025 Added 10.1%
GWRE Guidewire Software, Inc.	$17.5B	$5.28 Million 0.01% of portfolio	22,429	Q2 2025 Added 6.69%
DSGX Descartes Systems Group Inc	$8.46B	$4.63 Million 0.01% of portfolio	45,551	Q2 2025 Added 15.05%
MANH Manhattan Associates Inc	$13.3B	$4.11 Million 0.01% of portfolio	20,795	Q2 2025 Added 63.77%
DUOL Duolingo, Inc.	$9.89B	$4.08 Million 0.01% of portfolio	9,955	Q2 2025 Added 59.36%
ESTC Elastic N.V.	$6.95B	$3.45 Million 0.01% of portfolio	40,962	Q2 2025 Added 3.84%
CVLT Commvault Systems Inc	$8.63B	$3.43 Million 0.01% of portfolio	19,682	Q2 2025 Added 5.91%
CDAY Ceridian Hcm Holding Inc.	$9.88B	$2.76 Million 0.01% of portfolio	42,716	Q2 2025 Reduced 15.97%
PCOR Procore Technologies, Inc.	$8.64B	$2.52 Million 0.01% of portfolio	36,761	Q2 2025 Added 36.72%
PCTY Paylocity Holding Corp	$9.5B	$2.39 Million 0.01% of portfolio	13,209	Q2 2025 Added 8.96%
PEGA Pegasystems Inc	$4.19B	$2.18 Million 0.01% of portfolio	40,312	Q2 2025 Added 117.12%
LYFT Lyft, Inc.	$4.78B	$1.83 Million 0.0% of portfolio	116,333	Q2 2025 Added 63.34%
OTEX Open Text Corp	$7.85B	$1.78 Million 0.0% of portfolio	60,989	Q2 2025 Reduced 3.69%
QTWO Q2 Holdings, Inc.	$4.31B	$1.64 Million 0.0% of portfolio	17,515	Q2 2025 Added 4.79%
GTLB Gitlab Inc.	$3.41B	$1.53 Million 0.0% of portfolio	33,963	Q2 2025 Added 13.93%
U Unity Software Inc.	$11.2B	$1.34 Million 0.0% of portfolio	55,404	Q2 2025 Added 13.38%
FROG J Frog LTD	$4.08B	$1.31 Million 0.0% of portfolio	29,955	Q2 2025 Added 2.43%
APPF Appfolio Inc	$5.5B	$1.3 Million 0.0% of portfolio	5,633	Q2 2025 Reduced 1.9%
BILL Bill.Com Holdings, Inc.	$4.12B	$1.25 Million 0.0% of portfolio	27,010	Q1 2025 Added 7.68%
SOUN Soundhound Ai, Inc.	$2.56B	$1.09 Million 0.0% of portfolio	101,294	Q2 2025 Added 79.05%
CWAN Clearwater Analytics Holdings, Inc.	$1.09B	$1.01 Million 0.0% of portfolio	45,910	Q2 2025 Added 20.64%
INTA Intapp, Inc.	$2.33B	$985,000 0.0% of portfolio	19,090	Q2 2025 Added 28.97%
WK Workiva Inc	$3.53B	$908,000 0.0% of portfolio	13,269	Q1 2025 Added 4.62%
DV Double Verify Holdings, Inc.	$2.46B	$894,000 0.0% of portfolio	59,746	Q2 2025 Added 7.65%

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