Generalist · West Sacramento, CA
California State Teachers Retirement System
Q2 2022 · compared with Q1 2022
- Software
- $6.4B
- Weight of 13F
- 10.1%
- Names
- 190
- Net bought
- +$450M
Filed 15 August 2022 · SEC filing.
3,123 positions in the whole 13F.
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 2026229 names$8.9B−$130M
- Q1 2026225 names$8.4B−$146M
- Q4 2025231 names$11.1B+$1.0B
- Q3 2025225 names$12.3B+$110M
- Q2 2025218 names$11.8B+$103M
- Q1 2025221 names$9.4B+$21.3M
- Q4 2024221 names$6.6B−$82.2M
- Q3 2024221 names$6.3B−$21.3M
- Q2 2024216 names$6.1B+$58.7M
- Q1 2024205 names$9.8B+$84.6M
- Q4 2023199 names$8.9B+$91.0M
- Q3 2023199 names$7.4B−$352M
- Q2 2023197 names$8.2B−$137M
- Q1 2023193 names$7.2B−$33.9M
- Q4 2022194 names$6.1B+$97.8M
- Q3 2022191 names$5.9B−$60.6M
- Q2 2022190 names$6.4B+$450M
- Q1 2022170 names$7.9B−$488M
- Q4 2021168 names$9.5B+$36.0M
- Q3 2021157 names$8.7B−$243M
- Q2 2021146 names$8.7B+$878M
- Q1 2021143 names$7.8B+$13.2M
- Q4 2020138 names$7.7B+$126M
- Q3 2020135 names$6.9B+$84.5M
- Q2 2020132 names$6.2B+$104M
- Q1 2020120 names$4.6B−$20.7M
- Q4 2019117 names$4.9B+$519M
- Q3 2019111 names$4.0BFlat
- Q2 2019111 names$4.0B+$92.5M
- Q1 2019103 names$3.6B−$14.4M
- Q4 2018102 names$3.0B+$66.6M
- Q3 2018100 names$3.4B+$31.3M
- Q2 201897 names$2.9B+$70.4M
- Q1 201892 names$2.6B−$38.1M
- Q4 201788 names$2.5B+$71.8M
- Q3 201787 names$2.2B−$189M
- Q2 201787 names$2.3B−$163M
- Q1 201783 names$2.3B−$97.4M
- Q4 201681 names$2.2B−$40.2M
- Q3 201676 names$2.2B+$12.8M
- Q2 201675 names$2.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT12,280,993 shares · 49.3% of their software · price −$632M$3.2BFlat
- AdobeADBE801,705 shares · 4.6% of their software · price −$71.8M$293MFlat
- SalesforceCRM1,731,677 shares · 4.5% of their software · price −$81.9M$286M+$4.6M
- OracleORCL2,695,924 shares · 2.9% of their software · price −$34.7M$188M−$7.8M
- IntuitINTU480,464 shares · 2.9% of their software · price −$45.8M$185M+$2.4M
- ServiceNowNOW339,484 shares · 2.5% of their software · price −$27.6M$161MFlat
- Automatic Data Processing, Inc.ADP716,848 shares · 2.4% of their software · price −$12.5M$151MFlat
- Fiserv, Inc.FISV1,045,233 shares · 1.5% of their software · price −$13.0M$93.0M+$3.0M
- Palo Alto NetworksPANW166,903 shares · 1.3% of their software · price −$21.5M$82.4M+$1.9M
- SynopsysSNPS254,282 shares · 1.2% of their software · price −$7.5M$77.2MFlat
- Roper Technologies, Inc.ROP180,691 shares · 1.1% of their software · price −$14.0M$71.3MFlat
- CadenceCDNS459,662 shares · 1.1% of their software · price −$6.6M$69.0MFlat
- AutodeskADSK388,638 shares · 1.0% of their software · price −$16.5M$66.8MFlat
- Paychex, Inc.PAYX570,416 shares · 1.0% of their software · price −$12.9M$65.0MFlat
- FortinetFTNT1,126,914 shares · 1.0% of their software · price −$321M$63.8M+$307M
- CrowdStrikeCRWD334,749 shares · 0.9% of their software · price −$19.6M$56.4M+$1.7M
- Block, Inc.XYZ914,391 shares · 0.9% of their software · price −$67.8M$56.2M+$5.2M
- Uber Technologies, Inc.UBER2,694,231 shares · 0.9% of their software · price −$41.0M$55.1M+$5.5M
- SnowflakeSNOW355,901 shares · 0.8% of their software · price −$32.1M$49.5MFlat
- VeriskVRSK269,929 shares · 0.7% of their software · price −$11.2M$46.7M+$2.3M
- VeevaVEEV232,628 shares · 0.7% of their software · price −$3.4M$46.1MFlat
- WorkdayWDAY329,279 shares · 0.7% of their software · price −$32.9M$46.0M+$945K
- ZoomZM378,753 shares · 0.6% of their software · price −$3.5M$40.9M+$1.0M
- CoStarCSGP662,181 shares · 0.6% of their software · price −$4.1M$40.0MFlat
- DatadogDDOG389,686 shares · 0.6% of their software · price −$21.9M$37.1M+$1.7M
- The Trade DeskTTD735,038 shares · 0.5% of their software · price −$20.1M$30.8M+$646K
- MongoDBMDB109,157 shares · 0.4% of their software · price −$20.1M$28.3M+$3.7M
- BroadridgeBR195,085 shares · 0.4% of their software · price −$2.6M$27.8MFlat
- VeriSign, Inc.VRSN162,316 shares · 0.4% of their software · price −$8.9M$27.2MFlat
- PalantirPLTR2,812,134 shares · 0.4% of their software · price −$13.1M$25.5M+$1.2M
- AkamaiAKAM269,020 shares · 0.4% of their software · price −$7.5M$24.6MFlat
- NetApp, Inc.NTAP373,541 shares · 0.4% of their software · price −$6.6M$24.4MFlat
- FactSetFDS63,289 shares · 0.4% of their software · price −$3.1M$24.3M+$644K
- TrimbleTRMB416,880 shares · 0.4% of their software · price −$5.8M$24.3MFlat
- TwilioTWLO283,930 shares · 0.4% of their software · price −$23.0M$23.8MFlat
- PaycomPAYC84,244 shares · 0.4% of their software · price −$5.6M$23.6MFlat
- HubSpotHUBS78,423 shares · 0.4% of their software · price −$13.7M$23.6MFlat
- Tyler TechnologiesTYL68,031 shares · 0.4% of their software · price −$7.6M$22.6MFlat
- Gen DigitalGEN1,020,208 shares · 0.4% of their software · price −$4.7M$22.4MFlat
- SS&CSSNC384,025 shares · 0.3% of their software · price −$6.5M$22.3MFlat
- OktaOKTA245,534 shares · 0.3% of their software · price −$14.9M$22.2MFlat
- ZscalerZS138,929 shares · 0.3% of their software · price −$12.7M$20.8MFlat
- Check PointCHKP162,001 shares · 0.3% of their software · price −$2.7M$19.7M+$3.5M
- PTCPTC181,622 shares · 0.3% of their software$19.3MFlat
- GoDaddyGDDY275,589 shares · 0.3% of their software · price −$3.9M$19.2MFlat
- DocuSignDOCU329,784 shares · 0.3% of their software · price −$16.4M$18.9MFlat
- CloudflareNET430,200 shares · 0.3% of their software · price −$32.7M$18.8MFlat
- BILLBILL163,381 shares · 0.3% of their software · price −$19.1M$18.0M+$5.0M
- Fair IsaacFICO43,088 shares · 0.3% of their software · price −$2.8M$17.3MFlat
- F5, Inc.FFIV100,331 shares · 0.2% of their software · price −$5.6M$15.4MFlat
- ZoomInfoZI443,893 shares · 0.2% of their software$14.8M—
- DynatraceDT325,908 shares · 0.2% of their software · price −$2.5M$12.9M+$567K
- UnityU337,610 shares · 0.2% of their software · price −$21.1M$12.4M+$18.8M
- Bentley SystemsBSY323,924 shares · 0.2% of their software · price −$3.5M$10.8M+$1.2M
- DropboxDBX495,006 shares · 0.2% of their software · price −$1.1M$10.4M−$1.1M
- WEX Inc.WEX60,892 shares · 0.1% of their software · price −$1.4M$9.5MFlat
- Manhattan AssociatesMANH80,932 shares · 0.1% of their software · price −$2.0M$9.3MFlat
- PaylocityPCTY52,905 shares · 0.1% of their software · price −$1.7M$9.2MFlat
- GuidewireGWRE128,687 shares · 0.1% of their software · price −$3.0M$9.1MFlat
- AppLovinAPP244,557 shares · 0.1% of their software · price −$5.0M$8.4MNew · +$13.5M
- Five9FIVN88,739 shares · 0.1% of their software · price −$1.7M$8.1MFlat
- MorningstarMORN32,707 shares · 0.1% of their software · price −$1.0M$7.9M+$674K
- RingCentralRNG132,947 shares · 0.1% of their software · price −$8.6M$6.9MFlat
- Lyft, Inc.LYFT501,498 shares · 0.1% of their software · price −$12.6M$6.7M+$1.5M
- ElasticESTC96,582 shares · 0.1% of their software · price −$2.1M$6.5M+$836K
- Euronet Worldwide, Inc.EEFT64,364 shares · 0.1% of their software · price −$1.9M$6.5MFlat
- TenableTENB140,716 shares · 0.1% of their software · price −$1.7M$6.4M+$2.1M
- QualysQLYS46,660 shares · 0.1% of their software · price −$759K$5.9M+$564K
- Amdocs LimitedDOX63,439 shares · 0.1% of their software$5.3MFlat
- SPS CommerceSPSC46,206 shares · 0.1% of their software · price −$839K$5.2MFlat
- WixWIX79,610 shares · 0.1% of their software · price −$3.1M$5.2MFlat
- BlackLineBL75,508 shares · 0.1% of their software$5.0MFlat
- TeradataTDC135,272 shares · 0.1% of their software · price −$1.7M$5.0MFlat
- Rapid7RPD74,448 shares · 0.1% of their software · price −$3.3M$5.0M+$505K
- BoxBOX181,855 shares · 0.1% of their software · price −$713K$4.6MFlat
- VaronisVRNS138,351 shares · 0.1% of their software · price −$2.5M$4.1MFlat
- NutanixNTNX273,907 shares · 0.1% of their software · price −$3.3M$4.0MFlat
- WorkivaWK59,404 shares · 0.1% of their software · price −$3.1M$3.9M+$751K
- Alarm.com Holdings, Inc.ALRM61,100 shares · 0.1% of their software$3.8MFlat
- ACI WorldwideACIW142,463 shares · 0.1% of their software · price −$798K$3.7MFlat
- Grab Holdings LimitedGRAB1,448,283 shares · 0.1% of their software · price −$1.4M$3.7M+$527K
- Sprout SocialSPT58,840 shares · 0.1% of their software · price −$1.3M$3.4M+$522K
- CommvaultCVLT53,188 shares · 0.1% of their software$3.3MFlat
- BlackbaudBLKB54,777 shares · 0.0% of their software$3.2MFlat
- NetScout Systems, Inc.NTCT93,200 shares · 0.0% of their software$3.2MFlat
- DigitalOceanDOCN73,949 shares · 0.0% of their software · price −$1.2M$3.1M+$1.7M
- CertaraCERT138,514 shares · 0.0% of their software$3.0MFlat
- UiPathPATH160,582 shares · 0.0% of their software · price −$546K$2.9MNew · +$3.5M
- EVERTEC, Inc.EVTC77,968 shares · 0.0% of their software$2.9MFlat
- Q2QTWO72,486 shares · 0.0% of their software · price −$1.7M$2.8MFlat
- ProgressPRGS56,321 shares · 0.0% of their software$2.6MFlat
- PagerDutyPD102,360 shares · 0.0% of their software · price −$963K$2.5MFlat
- Calix, Inc.CALX73,882 shares · 0.0% of their software · price −$648K$2.5MFlat
- PegasystemsPEGA52,668 shares · 0.0% of their software · price −$1.7M$2.5MFlat
- Alight, Inc.ALIT363,352 shares · 0.0% of their software · price −$1.2M$2.5MNew · +$3.6M
- ProcorePCOR53,087 shares · 0.0% of their software · price −$667K$2.4M+$1.6M
- InterDigital, Inc.IDCC39,315 shares · 0.0% of their software$2.4MFlat
- Sabre CorporationSABR401,840 shares · 0.0% of their software · price −$2.3M$2.3MFlat
- LiveRamp Holdings, Inc.RAMP86,881 shares · 0.0% of their software · price −$1.0M$2.2MFlat
- AppianAPPN46,671 shares · 0.0% of their software · price −$628K$2.2MFlat
- nCinoNCNO70,079 shares · 0.0% of their software · price −$705K$2.2M+$682K
- AppFolioAPPF23,717 shares · 0.0% of their software · price −$535K$2.2MFlat
- Shift4 Payments, Inc.FOUR64,746 shares · 0.0% of their software · price −$1.9M$2.1MFlat
- Digital TurbineAPPS118,043 shares · 0.0% of their software · price −$3.1M$2.1MFlat
- Strategy IncMSTR11,979 shares · 0.0% of their software · price −$3.9M$2.0MFlat
- SchrödingerSDGR72,997 shares · 0.0% of their software · price −$563K$1.9MFlat
- ePlus inc.PLUS34,531 shares · 0.0% of their software$1.8MFlat
- C3.aiAI94,316 shares · 0.0% of their software$1.7M+$777K
- SentinelOneS73,781 shares · 0.0% of their software · price −$1.1M$1.7MNew · +$2.9M
- ShopifySHOP54,840 shares · 0.0% of their software · price −$35.4M$1.7M+$33.4M
- FastlyFSLY146,728 shares · 0.0% of their software · price −$847K$1.7MFlat
- GitLabGTLB31,288 shares · 0.0% of their software$1.7MNew · +$1.7M
- AsanaASAN93,990 shares · 0.0% of their software · price −$2.1M$1.7M−$1.2M
- CCC Intelligent Solutions Holdings Inc.CCC177,461 shares · 0.0% of their software$1.6MNew · +$2.0M
- PhreesiaPHR62,436 shares · 0.0% of their software$1.6MFlat
- DuolingoDUOL17,800 shares · 0.0% of their software$1.6M+$1.1M
- Upbound Group, Inc.UPBD76,254 shares · 0.0% of their software$1.5MFlat
- DoximityDOCS41,271 shares · 0.0% of their software · price −$713K$1.4MNew · +$2.1M
- MagniteMGNI158,064 shares · 0.0% of their software · price −$684K$1.4MFlat
- DoubleVerifyDV61,859 shares · 0.0% of their software$1.4M+$922K
- Repay Holdings CorporationRPAY107,118 shares · 0.0% of their software$1.4MFlat
- CourseraCOUR96,539 shares · 0.0% of their software · price −$855K$1.4M+$537K
- Agilysys, Inc.AGYS28,310 shares · 0.0% of their software$1.3MFlat
- PAR Technology CorporationPAR34,405 shares · 0.0% of their software$1.3MFlat
- Cerence Inc.CRNC50,279 shares · 0.0% of their software · price −$547K$1.3MFlat
- ToastTOST97,293 shares · 0.0% of their software · price −$855K$1.3MNew · +$2.1M
- Commerce.com, Inc.CMRC76,752 shares · 0.0% of their software$1.2MFlat
- A10 Networks, Inc.ATEN84,046 shares · 0.0% of their software$1.2MFlat
- Donnelley Financial Solutions, Inc.DFIN37,182 shares · 0.0% of their software$1.1MFlat
- DomoDOMO38,014 shares · 0.0% of their software$1.1M—
- Payoneer Global Inc.PAYO266,710 shares · 0.0% of their software$1.0MFlat
- Clear Secure, Inc.YOU51,974 shares · 0.0% of their software$1.0M+$718K
- Simulations PlusSLP20,547 shares · 0.0% of their software$1.0MFlat
- FreshworksFRSH75,368 shares · 0.0% of their software$991KNew · +$1.4M
- Definitive HealthcareDH42,758 shares · 0.0% of their software$980K+$840K
- Consensus Cloud Solutions, Inc.CCSI22,111 shares · 0.0% of their software$966KFlat
- Radware Ltd.RDWR43,826 shares · 0.0% of their software$950KFlat
- AmplitudeAMPL63,961 shares · 0.0% of their software$914KNew · +$1.2M
- Health CatalystHCAT63,019 shares · 0.0% of their software · price −$734K$913KFlat
- StoneCo Ltd.STNE118,534 shares · 0.0% of their software$913KFlat
- FlywireFLYW49,525 shares · 0.0% of their software · price −$641K$873K+$778K
- JFrogFROG41,307 shares · 0.0% of their software$870KFlat
- International Money Express, Inc.IMXI42,459 shares · 0.0% of their software$869KFlat
- PDF Solutions, Inc.PDFS38,486 shares · 0.0% of their software$828KFlat
- Remitly Global, Inc.RELY106,760 shares · 0.0% of their software$818K+$1.0M
- PubMaticPUBM50,974 shares · 0.0% of their software · price −$521K$810K+$750K
- i3 Verticals, Inc.IIIV28,667 shares · 0.0% of their software$717KFlat
- 8x8EGHT137,834 shares · 0.0% of their software$710K—
- YextYEXT138,980 shares · 0.0% of their software$664KFlat
- Thryv Holdings, Inc.THRY28,278 shares · 0.0% of their software$633KFlat
- SamsaraIOT54,901 shares · 0.0% of their software$613KNew · +$880K
- BrazeBRZE16,827 shares · 0.0% of their software$610KNew · +$698K
- N-ableNABL67,061 shares · 0.0% of their software$604KFlat
- Tucows Inc.TCX13,012 shares · 0.0% of their software$579KFlat
- SmartRent, Inc.SMRT125,144 shares · 0.0% of their software$566KNew · +$633K
- Bandwidth Inc.BAND29,764 shares · 0.0% of their software$560KFlat
- AvePointAVPT124,790 shares · 0.0% of their software$542KFlat
- OneSpan Inc.OSPN43,760 shares · 0.0% of their software$521KFlat
- Mitek Systems, Inc.MITK55,557 shares · 0.0% of their software$513KFlat
- Rackspace Technology, Inc.RXT70,198 shares · 0.0% of their software$503KFlat
- SprinklrCXM46,033 shares · 0.0% of their software$465KFlat
- SemrushSEMR33,011 shares · 0.0% of their software$427KNew
- AlkamiALKT30,577 shares · 0.0% of their software$425KFlat
- CS Disco, Inc.LAW21,915 shares · 0.0% of their software$395K+$518K
- Rimini Street, Inc.RMNI65,802 shares · 0.0% of their software$395KFlat
- VertexVERX34,650 shares · 0.0% of their software$393KFlat
- Telos CorporationTLS45,704 shares · 0.0% of their software$369KFlat
- EverCommerceEVCM34,909 shares · 0.0% of their software$316KFlat
- SoundThinking, Inc.SSTI11,216 shares · 0.0% of their software$302KFlat
- Cognyte Software Ltd.CGNT68,832 shares · 0.0% of their software$293KFlat
- Ribbon Communications Inc.RBBN95,873 shares · 0.0% of their software$291KFlat
- Veritone, Inc.VERI40,482 shares · 0.0% of their software$264KFlat
- Clearwater AnalyticsCWAN20,488 shares · 0.0% of their software$247KNew
- Intapp, Inc.INTA16,245 shares · 0.0% of their software$238KFlat
- Expensify, Inc.EXFY11,664 shares · 0.0% of their software$208KNew · Flat
- Blend Labs, Inc.BLND79,116 shares · 0.0% of their software$187KNew · Flat
- Zeta GlobalZETA40,441 shares · 0.0% of their software$183KNew · +$516K
- PagSeguro Digital Ltd.PAGS17,619 shares · 0.0% of their software$180KFlat
- PaymentusPAY13,050 shares · 0.0% of their software$174KFlat
- SimilarwebSMWB17,620 shares · 0.0% of their software$145KNew · Flat
- Daily Journal CorporationDJCO517 shares · 0.0% of their software$134KFlat
- Ooma, Inc.OOMA9,795 shares · 0.0% of their software$116KFlat
- NextNav Inc.NN49,329 shares · 0.0% of their software$112KNew · Flat
- DHI Group, Inc.DHX18,285 shares · 0.0% of their software$91KNew · Flat
- eGain CorporationEGAN8,925 shares · 0.0% of their software$87KFlat
- Cellebrite DI Ltd.CLBT16,924 shares · 0.0% of their software$86KFlat
- Red Violet, Inc.RDVT4,052 shares · 0.0% of their software$77KNew · Flat
- Nerdy Inc.NRDY23,177 shares · 0.0% of their software$49KNew · Flat
- Viant Technology Inc.DSP5,988 shares · 0.0% of their software$30KFlat
- Priority Technology Holdings, Inc.PRTH7,662 shares · 0.0% of their software$25KFlat