Generalist · West Sacramento, CA
California State Teachers Retirement System
Q4 2024 · compared with Q3 2024
- Software
- $6.6B
- Weight of 13F
- 9.6%
- Names
- 221
- Net bought
- −$82.2M
Filed 14 February 2025 · SEC filing.
3,065 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
- MicrosoftMSFT11,090,492 shares · 14.9% of their software · Implied price is far from the quarter-end close$989M—
- SalesforceCRM1,484,542 shares · 7.5% of their software · price +$90.0M$496M−$18.2M
- OracleORCL2,591,898 shares · 6.5% of their software · price −$9.7M$432M−$13.4M
- ServiceNowNOW315,632 shares · 5.0% of their software · price +$52.3M$335M−$7.2M
- AdobeADBE688,522 shares · 4.6% of their software · price −$50.3M$306M−$12.5M
- IntuitINTU433,441 shares · 4.1% of their software · price +$3.3M$272M−$7.7M
- PalantirPLTR3,165,527 shares · 3.6% of their software · price +$122M$239M−$1.3M
- Automatic Data Processing, Inc.ADP676,821 shares · 3.0% of their software · price +$10.8M$198MFlat
- Fiserv, Inc.FISV935,981 shares · 2.9% of their software · price +$24.1M$192M−$7.7M
- Uber Technologies, Inc.UBER3,055,061 shares · 2.8% of their software · price −$45.3M$184M−$3.5M
- Palo Alto NetworksPANW1,005,845 shares · 2.8% of their software · price −$161M$183MSplit
- CadenceCDNS430,797 shares · 2.0% of their software · price +$12.7M$129MFlat
- CrowdStrikeCRWD360,569 shares · 1.9% of their software · price +$22.2M$123MFlat
- SynopsysSNPS242,742 shares · 1.8% of their software · price −$5.1M$118M−$1.3M
- AppLovinAPP329,832 shares · 1.6% of their software · price +$63.7M$107M+$797K
- AutodeskADSK323,523 shares · 1.4% of their software · price +$6.5M$95.6M−$977K
- FortinetFTNT1,009,160 shares · 1.4% of their software · price +$17.1M$95.3M−$1.8M
- Roper Technologies, Inc.ROP181,039 shares · 1.4% of their software · price −$6.6M$94.1MFlat
- WorkdayWDAY326,866 shares · 1.3% of their software · price +$4.5M$84.3MFlat
- Strategy IncMSTR285,785 shares · 1.2% of their software · price +$34.6M$82.8M+$5.4M
- The Trade DeskTTD693,546 shares · 1.2% of their software · price +$5.5M$81.5M−$1.8M
- Paychex, Inc.PAYX543,905 shares · 1.2% of their software · price +$3.3M$76.3M−$3.1M
- Fair IsaacFICO36,628 shares · 1.1% of their software · price +$1.7M$72.9M−$2.1M
- SnowflakeSNOW471,424 shares · 1.1% of their software · price +$18.6M$72.8M−$1.6M
- Block, Inc.XYZ834,442 shares · 1.1% of their software · price +$14.9M$70.9M−$2.7M
- VeriskVRSK246,201 shares · 1.0% of their software · price +$1.8M$67.8M+$755K
- DatadogDDOG420,811 shares · 0.9% of their software · price +$11.7M$60.1M−$1.1M
- AtlassianTEAM246,380 shares · 0.9% of their software · price +$20.8M$60.0M−$1.0M
- VeevaVEEV250,138 shares · 0.8% of their software$52.6M−$1.4M
- HubSpotHUBS72,663 shares · 0.8% of their software · price +$12.0M$50.6M−$503K
- CloudflareNET463,731 shares · 0.8% of their software · price +$12.4M$49.9M−$753K
- CoStarCSGP680,585 shares · 0.7% of their software · price −$2.6M$48.7MFlat
- GoDaddyGDDY233,188 shares · 0.7% of their software · price +$9.5M$46.0M+$2.1M
- BroadridgeBR180,918 shares · 0.6% of their software · price +$2.0M$40.9M−$4.7M
- NetApp, Inc.NTAP329,239 shares · 0.6% of their software · price −$2.4M$38.2M−$683K
- PTCPTC205,939 shares · 0.6% of their software · price +$661K$37.9M+$1.2M
- Tyler TechnologiesTYL62,395 shares · 0.5% of their software$36.0MFlat
- Corpay, Inc.CPAY102,929 shares · 0.5% of their software · price +$2.6M$34.8M−$2.6M
- SS&CSSNC434,666 shares · 0.5% of their software · price +$682K$32.9M−$3.3M
- ZoomZM387,108 shares · 0.5% of their software · price +$4.6M$31.6M+$1.1M
- FactSetFDS61,364 shares · 0.4% of their software · price +$1.3M$29.5M+$1.5M
- TrimbleTRMB401,017 shares · 0.4% of their software · price +$3.4M$28.3M−$769K
- VeriSign, Inc.VRSN135,520 shares · 0.4% of their software · price +$2.3M$28.0MFlat
- AkamaiAKAM292,325 shares · 0.4% of their software · price −$1.5M$28.0M+$2.9M
- DocuSignDOCU309,295 shares · 0.4% of their software · price +$8.6M$27.8M−$688K
- MongoDBMDB113,938 shares · 0.4% of their software · price −$4.3M$26.5MFlat
- TwilioTWLO241,744 shares · 0.4% of their software · price +$10.4M$26.1M−$1.3M
- F5, Inc.FFIV101,116 shares · 0.4% of their software · price +$3.2M$25.4MFlat
- Gen DigitalGEN888,619 shares · 0.4% of their software$24.3M−$2.6M
- NutanixNTNX384,469 shares · 0.4% of their software · price +$742K$23.5M+$9.0M
- Check PointCHKP121,530 shares · 0.3% of their software · price −$743K$22.7MFlat
- Manhattan AssociatesMANH82,466 shares · 0.3% of their software · price −$919K$22.3M−$880K
- ZscalerZS123,466 shares · 0.3% of their software · price +$1.2M$22.3MFlat
- ToastTOST593,953 shares · 0.3% of their software · price +$4.8M$21.6MFlat
- DynatraceDT395,384 shares · 0.3% of their software$21.5MFlat
- OktaOKTA252,562 shares · 0.3% of their software · price +$1.1M$19.9MFlat
- PaycomPAYC86,542 shares · 0.3% of their software · price +$3.3M$17.7M−$1.4M
- Grab Holdings LimitedGRAB3,077,615 shares · 0.2% of their software · price +$2.8M$14.5MFlat
- SamsaraIOT312,209 shares · 0.2% of their software · price −$1.4M$13.6MFlat
- GuidewireGWRE74,023 shares · 0.2% of their software · price −$1.1M$12.5MFlat
- DuolingoDUOL31,778 shares · 0.2% of their software · price +$1.3M$10.3MFlat
- Bentley SystemsBSY203,835 shares · 0.1% of their software · price −$838K$9.5MFlat
- WixWIX42,404 shares · 0.1% of their software · price +$2.0M$9.1M−$1.0M
- MorningstarMORN25,970 shares · 0.1% of their software$8.7MFlat
- PaylocityPCTY41,515 shares · 0.1% of their software · price +$1.4M$8.3MFlat
- ElasticESTC81,703 shares · 0.1% of their software · price +$1.8M$8.1MFlat
- BILLBILL94,799 shares · 0.1% of their software · price +$3.0M$8.0MFlat
- ProcorePCOR97,011 shares · 0.1% of their software · price +$1.3M$7.3MFlat
- monday.comMNDY28,871 shares · 0.1% of their software · price −$1.2M$6.8M−$974K
- WEX Inc.WEX38,339 shares · 0.1% of their software · price −$1.3M$6.7MFlat
- DropboxDBX222,337 shares · 0.1% of their software · price +$1.0M$6.7MFlat
- SPS CommerceSPSC34,728 shares · 0.1% of their software$6.4MFlat
- CommvaultCVLT40,871 shares · 0.1% of their software$6.2MFlat
- SoundHound AI, Inc.SOUN303,598 shares · 0.1% of their software · price +$4.6M$6.0MFlat
- Global-EGLBE109,902 shares · 0.1% of their software · price +$1.8M$6.0M−$1.1M
- UnityU261,740 shares · 0.1% of their software$5.9MFlat
- GitLabGTLB103,225 shares · 0.1% of their software$5.8MFlat
- SentinelOneS259,147 shares · 0.1% of their software$5.8MFlat
- Shift4 Payments, Inc.FOUR55,097 shares · 0.1% of their software · price +$836K$5.7MFlat
- DoximityDOCS106,145 shares · 0.1% of their software · price +$1.0M$5.7MFlat
- Q2QTWO56,267 shares · 0.1% of their software · price +$1.2M$5.7MFlat
- ACI WorldwideACIW97,932 shares · 0.1% of their software$5.1MFlat
- AppFolioAPPF20,513 shares · 0.1% of their software$5.1MFlat
- Clearwater AnalyticsCWAN182,839 shares · 0.1% of their software$5.0M—
- WorkivaWK45,785 shares · 0.1% of their software · price +$1.4M$5.0MFlat
- UiPathPATH394,170 shares · 0.1% of their software$5.0MFlat
- QualysQLYS34,446 shares · 0.1% of their software$4.8MFlat
- VaronisVRNS104,762 shares · 0.1% of their software · price −$1.3M$4.7MFlat
- Lyft, Inc.LYFT355,864 shares · 0.1% of their software$4.6MFlat
- InterDigital, Inc.IDCC23,510 shares · 0.1% of their software · price +$1.2M$4.6MFlat
- CCC Intelligent Solutions Holdings Inc.CCC382,591 shares · 0.1% of their software$4.5MFlat
- TenableTENB111,305 shares · 0.1% of their software$4.4MFlat
- BoxBOX133,742 shares · 0.1% of their software$4.2MFlat
- Euronet Worldwide, Inc.EEFT39,906 shares · 0.1% of their software$4.1MFlat
- PegasystemsPEGA40,093 shares · 0.1% of their software · price +$806K$3.7MFlat
- Rubrik, Inc.RBRK56,279 shares · 0.1% of their software · price +$1.9M$3.7MFlat
- C3.aiAI103,932 shares · 0.1% of their software · price +$1.1M$3.6MFlat
- Zeta GlobalZETA179,383 shares · 0.0% of their software · price −$2.1M$3.2M+$762K
- Intapp, Inc.INTA50,350 shares · 0.0% of their software · price +$819K$3.2MFlat
- Agilysys, Inc.AGYS24,475 shares · 0.0% of their software · price +$557K$3.2MFlat
- Remitly Global, Inc.RELY137,100 shares · 0.0% of their software · price +$1.3M$3.1MFlat
- BlackLineBL49,772 shares · 0.0% of their software$3.0MFlat
- VertexVERX54,677 shares · 0.0% of their software · price +$811K$2.9MFlat
- nCinoNCNO85,835 shares · 0.0% of their software$2.9MFlat
- Payoneer Global Inc.PAYO284,558 shares · 0.0% of their software · price +$714K$2.9MFlat
- BlackbaudBLKB38,565 shares · 0.0% of their software$2.9MFlat
- Five9FIVN69,893 shares · 0.0% of their software · price +$832K$2.8MFlat
- TeradataTDC89,900 shares · 0.0% of their software$2.8MFlat
- Alight, Inc.ALIT399,862 shares · 0.0% of their software$2.8MFlat
- FreshworksFRSH168,767 shares · 0.0% of their software · price +$792K$2.7MFlat
- Alarm.com Holdings, Inc.ALRM43,781 shares · 0.0% of their software$2.7MFlat
- ProgressPRGS40,076 shares · 0.0% of their software$2.6MFlat
- DoubleVerifyDV135,278 shares · 0.0% of their software$2.6MFlat
- ZoomInfoZI242,716 shares · 0.0% of their software$2.6M—
- Life360, Inc.LIF61,443 shares · 0.0% of their software$2.5M+$2.4M
- Core Scientific, Inc.CORZ180,010 shares · 0.0% of their software$2.5M+$600K
- PAR Technology CorporationPAR33,738 shares · 0.0% of their software · price +$695K$2.5MFlat
- RingCentralRNG69,589 shares · 0.0% of their software$2.4MFlat
- BrazeBRZE58,125 shares · 0.0% of their software · price +$555K$2.4MFlat
- JFrogFROG80,898 shares · 0.0% of their software$2.4MFlat
- Rapid7RPD55,900 shares · 0.0% of their software$2.2MFlat
- NCR Atleos CorporationNATL64,484 shares · 0.0% of their software$2.2MFlat
- FlywireFLYW104,541 shares · 0.0% of their software$2.2MFlat
- Clear Secure, Inc.YOU77,986 shares · 0.0% of their software · price −$507K$2.1MFlat
- EVERTEC, Inc.EVTC59,878 shares · 0.0% of their software$2.1MFlat
- KlaviyoKVYO49,997 shares · 0.0% of their software$2.1MFlat
- DigitalOceanDOCN60,357 shares · 0.0% of their software$2.1MFlat
- Calix, Inc.CALX55,407 shares · 0.0% of their software$1.9MFlat
- LiveRamp Holdings, Inc.RAMP62,246 shares · 0.0% of their software$1.9MFlat
- MagniteMGNI118,674 shares · 0.0% of their software$1.9MFlat
- AlkamiALKT50,804 shares · 0.0% of their software$1.9MFlat
- ePlus inc.PLUS25,083 shares · 0.0% of their software · price −$614K$1.9MFlat
- AvePointAVPT97,946 shares · 0.0% of their software$1.6MFlat
- AsanaASAN79,733 shares · 0.0% of their software · price +$692K$1.6MFlat
- Donnelley Financial Solutions, Inc.DFIN25,665 shares · 0.0% of their software$1.6MFlat
- Cellebrite DI Ltd.CLBT71,385 shares · 0.0% of their software$1.6MFlat
- PagerDutyPD82,776 shares · 0.0% of their software$1.5MFlat
- Sprout SocialSPT47,160 shares · 0.0% of their software$1.4MFlat
- NetScout Systems, Inc.NTCT66,530 shares · 0.0% of their software$1.4MFlat
- WaystarWAY39,066 shares · 0.0% of their software$1.4M+$1.0M
- Adeia Inc.ADEA101,842 shares · 0.0% of their software$1.4MFlat
- PhreesiaPHR51,342 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD43,984 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN68,806 shares · 0.0% of their software$1.3MFlat
- Sabre CorporationSABR343,799 shares · 0.0% of their software$1.3MFlat
- FastlyFSLY123,069 shares · 0.0% of their software$1.2MFlat
- SchrödingerSDGR58,952 shares · 0.0% of their software$1.1MFlat
- CertaraCERT105,928 shares · 0.0% of their software$1.1MFlat
- CourseraCOUR124,727 shares · 0.0% of their software$1.1MFlat
- AppianAPPN29,566 shares · 0.0% of their software$975KFlat
- SprinklrCXM103,029 shares · 0.0% of their software$871KFlat
- Blend Labs, Inc.BLND189,417 shares · 0.0% of their software$797KFlat
- PDF Solutions, Inc.PDFS29,022 shares · 0.0% of their software$786KFlat
- NextNav Inc.NN49,229 shares · 0.0% of their software$766KFlat
- Radware Ltd.RDWR33,875 shares · 0.0% of their software$763KFlat
- AmplitudeAMPL71,992 shares · 0.0% of their software$760KFlat
- Bitdeer Technologies GroupBTDR34,673 shares · 0.0% of their software$751KFlat
- Amdocs LimitedDOX8,283 shares · 0.0% of their software$705KFlat
- Daily Journal CorporationDJCO1,217 shares · 0.0% of their software$691KFlat
- YextYEXT101,553 shares · 0.0% of their software$646KFlat
- N-ableNABL69,118 shares · 0.0% of their software$646KFlat
- OneSpan Inc.OSPN33,769 shares · 0.0% of their software$626KFlat
- Diebold Nixdorf, IncorporatedDBD13,182 shares · 0.0% of their software$567KFlat
- Repay Holdings CorporationRPAY73,670 shares · 0.0% of their software$562KFlat
- International Money Express, Inc.IMXI26,205 shares · 0.0% of their software$546KFlat
- SimilarwebSMWB38,298 shares · 0.0% of their software$543KFlat
- PubMaticPUBM36,777 shares · 0.0% of their software$540KFlat
- PaymentusPAY16,375 shares · 0.0% of their software$535KFlat
- i3 Verticals, Inc.IIIV22,140 shares · 0.0% of their software$510KFlat
- Thryv Holdings, Inc.THRY32,472 shares · 0.0% of their software$481KFlat
- Mitek Systems, Inc.MITK43,161 shares · 0.0% of their software$480KFlat
- Ibotta, Inc.IBTA7,048 shares · 0.0% of their software$459KFlat
- Grindr Inc.GRND24,511 shares · 0.0% of their software$437KFlat
- Riskified Ltd.RSKD88,260 shares · 0.0% of their software$417KFlat
- Simulations PlusSLP14,949 shares · 0.0% of their software$417KFlat
- SemrushSEMR34,587 shares · 0.0% of their software$411K—
- GigaCloud Technology Inc.GCT21,711 shares · 0.0% of their software$402KFlat
- Commerce.com, Inc.CMRC62,087 shares · 0.0% of their software$380KFlat
- Ribbon Communications Inc.RBBN89,506 shares · 0.0% of their software$372KFlat
- Pagaya Technologies Ltd.PGY35,771 shares · 0.0% of their software$332KFlat
- Definitive HealthcareDH49,216 shares · 0.0% of their software$202KFlat
- StoneCo Ltd.STNE20,991 shares · 0.0% of their software$167KFlat
- PagSeguro Digital Ltd.PAGS13,773 shares · 0.0% of their software$86KFlat
- Dave Inc.DAVE589 shares · 0.0% of their software$51KFlat
- PowerFleet, Inc.AIOT6,921 shares · 0.0% of their software$46KFlat
- Paysafe LimitedPSFE2,334 shares · 0.0% of their software$40KFlat
- Xperi Inc.XPER3,364 shares · 0.0% of their software$35KFlat
- Health CatalystHCAT4,408 shares · 0.0% of their software$31KFlat
- Consensus Cloud Solutions, Inc.CCSI1,306 shares · 0.0% of their software$31KFlat
- Bandwidth Inc.BAND1,790 shares · 0.0% of their software$30KFlat
- Red Violet, Inc.RDVT799 shares · 0.0% of their software$29KFlat
- Ooma, Inc.OOMA1,863 shares · 0.0% of their software$26KFlat
- 8x8EGHT9,416 shares · 0.0% of their software$25KFlat
- SmartRent, Inc.SMRT13,999 shares · 0.0% of their software$24KFlat
- Cerence Inc.CRNC2,981 shares · 0.0% of their software$23KFlat
- Viant Technology Inc.DSP1,127 shares · 0.0% of their software$21KFlat
- Immersion CorporationIMMR2,192 shares · 0.0% of their software$19KFlat
- ReposiTrak, Inc.TRAK849 shares · 0.0% of their software$19KFlat
- BackblazeBLZE2,892 shares · 0.0% of their software$17KFlat
- DomoDOMO2,450 shares · 0.0% of their software$17KFlat
- Asure Software, Inc.ASUR1,826 shares · 0.0% of their software$17KFlat
- EverCommerceEVCM1,546 shares · 0.0% of their software$17KFlat
- Priority Technology Holdings, Inc.PRTH1,315 shares · 0.0% of their software$15KFlat
- Kaltura, Inc.KLTR6,965 shares · 0.0% of their software$15KFlat
- Telos CorporationTLS4,077 shares · 0.0% of their software$14KFlat
- Digital TurbineAPPS6,953 shares · 0.0% of their software$12KFlat
- Rackspace Technology, Inc.RXT4,844 shares · 0.0% of their software$11KFlat
- CS Disco, Inc.LAW2,130 shares · 0.0% of their software$11KFlat
- Rimini Street, Inc.RMNI3,844 shares · 0.0% of their software$10KFlat
- Tucows Inc.TCX577 shares · 0.0% of their software$10KFlat
- SoundThinking, Inc.SSTI720 shares · 0.0% of their software$9KFlat
- Nerdy Inc.NRDY5,275 shares · 0.0% of their software$9KFlat
- Rekor Systems, Inc.REKR5,148 shares · 0.0% of their software$8KFlat
- eGain CorporationEGAN1,285 shares · 0.0% of their software$8KFlat
- Aeva Technologies, Inc.AEVA1,651 shares · 0.0% of their software$8KFlat
- AudioEye, Inc.AEYE506 shares · 0.0% of their software$8KFlat
- Paysign, Inc.PAYS2,386 shares · 0.0% of their software$7KFlat
- Roadzen, Inc.RDZN2,910 shares · 0.0% of their software$6KFlat
- VirTra, Inc.VTSI766 shares · 0.0% of their software$5KFlat
- Airship AI Holdings, Inc.AISP615 shares · 0.0% of their software$4KFlat
- Silvaco Group, Inc.SVCO455 shares · 0.0% of their software$4KFlat
