Generalist · West Sacramento, CA
California State Teachers Retirement System
Q2 2025 · compared with Q1 2025
- Software
- $11.8B
- Weight of 13F
- 13.2%
- Names
- 218
- Net bought
- +$103M
Filed 14 August 2025 · SEC filing.
2,957 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
- MicrosoftMSFT11,103,803 shares · 46.6% of their software · price +$1.4B$5.5BFlat
- OracleORCL2,637,029 shares · 4.9% of their software · price +$208M$577M+$5.7M
- PalantirPLTR3,344,999 shares · 3.8% of their software · price +$174M$456M+$9.3M
- SalesforceCRM1,495,725 shares · 3.4% of their software · price +$6.5M$408M+$4.7M
- IntuitINTU435,480 shares · 2.9% of their software · price +$75.6M$343M+$3.3M
- ServiceNowNOW321,684 shares · 2.8% of their software · price +$74.6M$331M+$5.8M
- Uber Technologies, Inc.UBER3,048,888 shares · 2.4% of their software · price +$62.3M$284MFlat
- AdobeADBE669,209 shares · 2.2% of their software · price +$2.2M$259M−$3.9M
- Palo Alto NetworksPANW1,025,330 shares · 1.8% of their software · price +$34.9M$210M+$3.5M
- Automatic Data Processing, Inc.ADP645,551 shares · 1.7% of their software · price +$1.9M$199M−$8.3M
- CrowdStrikeCRWD384,031 shares · 1.7% of their software · price +$60.2M$196M+$4.1M
- Fiserv, Inc.FISV916,437 shares · 1.3% of their software · price −$44.4M$158MFlat
- Strategy IncMSTR387,910 shares · 1.3% of their software · price +$45.0M$157M+$14.7M
- CadenceCDNS427,391 shares · 1.1% of their software · price +$23.0M$132MFlat
- AppLovinAPP362,589 shares · 1.1% of their software · price +$30.9M$127M+$9.0M
- SynopsysSNPS242,296 shares · 1.0% of their software · price +$20.3M$124MFlat
- SnowflakeSNOW494,023 shares · 0.9% of their software · price +$38.3M$111M+$4.4M
- FortinetFTNT996,223 shares · 0.9% of their software · price +$9.4M$105MFlat
- Roper Technologies, Inc.ROP181,455 shares · 0.9% of their software · price −$4.1M$103M+$1.3M
- AutodeskADSK328,821 shares · 0.9% of their software · price +$15.7M$102M+$2.6M
- CloudflareNET475,075 shares · 0.8% of their software · price +$39.5M$93.0M+$1.2M
- WorkdayWDAY330,084 shares · 0.7% of their software · price +$2.1M$79.2MFlat
- Paychex, Inc.PAYX534,548 shares · 0.7% of their software · price −$4.7M$77.8M−$868K
- VeevaVEEV243,306 shares · 0.6% of their software · price +$13.7M$70.1M−$1.7M
- Fair IsaacFICO37,243 shares · 0.6% of their software · price −$603K$68.1M+$2.2M
- VeriskVRSK210,609 shares · 0.6% of their software · price +$2.9M$65.6M−$9.3M
- Block, Inc.XYZ857,910 shares · 0.5% of their software · price +$11.7M$58.3M+$1.3M
- DatadogDDOG429,087 shares · 0.5% of their software · price +$15.1M$57.6M+$1.2M
- CoStarCSGP698,309 shares · 0.5% of their software · price +$817K$56.1MFlat
- BroadridgeBR212,354 shares · 0.4% of their software$51.6M+$8.1M
- AtlassianTEAM251,953 shares · 0.4% of their software · price −$2.3M$51.2M+$801K
- The Trade DeskTTD697,528 shares · 0.4% of their software · price +$12.0M$50.2M+$642K
- ZscalerZS139,584 shares · 0.4% of their software · price +$16.1M$43.8M+$1.3M
- GoDaddyGDDY231,066 shares · 0.4% of their software$41.6MFlat
- Tyler TechnologiesTYL67,924 shares · 0.3% of their software · price +$778K$40.3M+$3.2M
- HubSpotHUBS71,334 shares · 0.3% of their software · price −$1.0M$39.7M−$825K
- VeriSign, Inc.VRSN126,839 shares · 0.3% of their software · price +$4.4M$36.6M−$1.6M
- SS&CSSNC442,317 shares · 0.3% of their software$36.6MFlat
- NetApp, Inc.NTAP341,512 shares · 0.3% of their software · price +$6.4M$36.4M+$1.3M
- Corpay, Inc.CPAY99,934 shares · 0.3% of their software · price −$1.7M$33.2M−$731K
- TrimbleTRMB432,368 shares · 0.3% of their software · price +$4.5M$32.9M+$1.9M
- PTCPTC181,733 shares · 0.3% of their software · price +$3.2M$31.3M−$3.9M
- F5, Inc.FFIV103,319 shares · 0.3% of their software · price +$2.9M$30.4M+$774K
- ToastTOST678,003 shares · 0.3% of their software · price +$7.5M$30.0M+$2.2M
- NutanixNTNX391,360 shares · 0.3% of their software · price +$2.6M$29.9MFlat
- TwilioTWLO233,644 shares · 0.2% of their software · price +$6.2M$29.1MFlat
- ZoomZM363,170 shares · 0.2% of their software · price +$1.5M$28.3M−$1.6M
- FactSetFDS60,967 shares · 0.2% of their software$27.3MFlat
- Gen DigitalGEN910,674 shares · 0.2% of their software · price +$2.6M$26.8MFlat
- OktaOKTA261,770 shares · 0.2% of their software · price −$1.4M$26.2MFlat
- MongoDBMDB123,546 shares · 0.2% of their software · price +$4.3M$25.9M+$1.3M
- Check PointCHKP114,668 shares · 0.2% of their software · price −$765K$25.4M−$656K
- DocuSignDOCU310,766 shares · 0.2% of their software · price −$1.1M$24.2MFlat
- DynatraceDT417,159 shares · 0.2% of their software · price +$3.4M$23.0M+$1.2M
- PaycomPAYC90,159 shares · 0.2% of their software · price +$1.2M$20.9MFlat
- AkamaiAKAM247,701 shares · 0.2% of their software$19.8M−$3.5M
- Grab Holdings LimitedGRAB3,676,638 shares · 0.2% of their software · price +$1.8M$18.5M+$2.1M
- GuidewireGWRE75,413 shares · 0.1% of their software · price +$3.6M$17.8MFlat
- SamsaraIOT427,072 shares · 0.1% of their software · price +$619K$17.0M+$2.8M
- DuolingoDUOL33,320 shares · 0.1% of their software · price +$3.3M$13.7MFlat
- monday.comMNDY41,294 shares · 0.1% of their software · price +$2.9M$13.0M+$2.6M
- Bentley SystemsBSY218,813 shares · 0.1% of their software · price +$3.2M$11.8M+$1.1M
- Manhattan AssociatesMANH57,944 shares · 0.1% of their software · price +$1.4M$11.4M−$4.6M
- WixWIX63,221 shares · 0.1% of their software$10.0M+$3.1M
- Rubrik, Inc.RBRK91,186 shares · 0.1% of their software · price +$2.6M$8.2M+$1.2M
- MorningstarMORN25,483 shares · 0.1% of their software$8.0MFlat
- PaylocityPCTY41,157 shares · 0.1% of their software$7.5MFlat
- ProcorePCOR107,533 shares · 0.1% of their software$7.4M+$536K
- CommvaultCVLT40,437 shares · 0.1% of their software · price +$670K$7.0MFlat
- ElasticESTC83,403 shares · 0.1% of their software$7.0MFlat
- UnityU290,059 shares · 0.1% of their software · price +$1.3M$7.0M+$618K
- DoximityDOCS105,666 shares · 0.1% of their software$6.5MFlat
- Shift4 Payments, Inc.FOUR60,011 shares · 0.1% of their software · price +$1.0M$5.9MFlat
- Lyft, Inc.LYFT377,065 shares · 0.1% of their software · price +$1.5M$5.9MFlat
- InterDigital, Inc.IDCC25,459 shares · 0.0% of their software$5.7MFlat
- NextNav Inc.NN359,362 shares · 0.0% of their software · price +$1.1M$5.5M−$827K
- DropboxDBX190,454 shares · 0.0% of their software$5.4M−$784K
- GitLabGTLB117,137 shares · 0.0% of their software$5.3M+$524K
- VaronisVRNS103,600 shares · 0.0% of their software · price +$1.1M$5.3MFlat
- Q2QTWO55,842 shares · 0.0% of their software · price +$758K$5.2MFlat
- SentinelOneS285,875 shares · 0.0% of their software$5.2M+$540K
- Clearwater AnalyticsCWAN230,922 shares · 0.0% of their software$5.1M—
- UiPathPATH390,151 shares · 0.0% of their software · price +$975K$5.0MFlat
- SPS CommerceSPSC36,157 shares · 0.0% of their software$4.9MFlat
- AppFolioAPPF21,305 shares · 0.0% of their software$4.9MFlat
- QualysQLYS34,055 shares · 0.0% of their software · price +$577K$4.9MFlat
- PegasystemsPEGA87,950 shares · 0.0% of their software · price −$1.4M$4.8M+$3.1M
- Core Scientific, Inc.CORZ271,841 shares · 0.0% of their software · price +$2.7M$4.6MFlat
- BILLBILL98,074 shares · 0.0% of their software$4.5MFlat
- BoxBOX132,261 shares · 0.0% of their software$4.5MFlat
- WEX Inc.WEX30,298 shares · 0.0% of their software$4.5M−$1.2M
- ACI WorldwideACIW96,819 shares · 0.0% of their software · price −$852K$4.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC448,753 shares · 0.0% of their software$4.2M+$637K
- Life360, Inc.LIF61,697 shares · 0.0% of their software · price +$1.7M$4.0MFlat
- Euronet Worldwide, Inc.EEFT39,342 shares · 0.0% of their software$4.0MFlat
- TenableTENB116,811 shares · 0.0% of their software$3.9MFlat
- Global-EGLBE112,984 shares · 0.0% of their software$3.8MFlat
- JFrogFROG80,898 shares · 0.0% of their software · price +$961K$3.5MFlat
- SoundHound AI, Inc.SOUN328,930 shares · 0.0% of their software · price +$859K$3.5MFlat
- MagniteMGNI132,575 shares · 0.0% of their software · price +$1.7M$3.2MFlat
- WorkivaWK45,254 shares · 0.0% of their software$3.1MFlat
- C3.aiAI124,487 shares · 0.0% of their software$3.1MFlat
- ZoomInfoZI289,899 shares · 0.0% of their software$2.9M—
- Calix, Inc.CALX54,729 shares · 0.0% of their software · price +$971K$2.9MFlat
- PAR Technology CorporationPAR41,330 shares · 0.0% of their software$2.9M+$507K
- Agilysys, Inc.AGYS24,441 shares · 0.0% of their software · price +$1.0M$2.8MFlat
- KlaviyoKVYO83,103 shares · 0.0% of their software$2.8M+$627K
- Intapp, Inc.INTA53,819 shares · 0.0% of their software$2.8MFlat
- BlackLineBL48,875 shares · 0.0% of their software$2.8MFlat
- Zeta GlobalZETA178,040 shares · 0.0% of their software$2.8MFlat
- WaystarWAY65,865 shares · 0.0% of their software$2.7MFlat
- nCinoNCNO94,405 shares · 0.0% of their software$2.6MFlat
- Clear Secure, Inc.YOU94,593 shares · 0.0% of their software$2.6MFlat
- Remitly Global, Inc.RELY135,843 shares · 0.0% of their software$2.5MFlat
- ProgressPRGS39,639 shares · 0.0% of their software$2.5MFlat
- FreshworksFRSH166,349 shares · 0.0% of their software$2.5MFlat
- Alarm.com Holdings, Inc.ALRM43,287 shares · 0.0% of their software$2.4MFlat
- BlackbaudBLKB37,985 shares · 0.0% of their software$2.4MFlat
- Dave Inc.DAVE8,435 shares · 0.0% of their software · price +$1.6M$2.3MFlat
- Alight, Inc.ALIT395,999 shares · 0.0% of their software$2.2MFlat
- VertexVERX63,009 shares · 0.0% of their software$2.2MFlat
- EVERTEC, Inc.EVTC59,159 shares · 0.0% of their software$2.1MFlat
- AlkamiALKT68,563 shares · 0.0% of their software$2.1MFlat
- LiveRamp Holdings, Inc.RAMP61,432 shares · 0.0% of their software$2.0MFlat
- DoubleVerifyDV133,120 shares · 0.0% of their software$2.0MFlat
- TeradataTDC88,856 shares · 0.0% of their software$2.0MFlat
- BrazeBRZE70,283 shares · 0.0% of their software · price −$561K$2.0MFlat
- RingCentralRNG68,575 shares · 0.0% of their software$1.9MFlat
- AvePointAVPT96,805 shares · 0.0% of their software$1.9MFlat
- Five9FIVN69,189 shares · 0.0% of their software$1.8MFlat
- NCR Atleos CorporationNATL64,017 shares · 0.0% of their software$1.8MFlat
- ePlus inc.PLUS24,798 shares · 0.0% of their software$1.8MFlat
- Cellebrite DI Ltd.CLBT110,630 shares · 0.0% of their software$1.8MFlat
- Payoneer Global Inc.PAYO256,181 shares · 0.0% of their software$1.8MFlat
- DigitalOceanDOCN59,582 shares · 0.0% of their software$1.7MFlat
- NetScout Systems, Inc.NTCT65,831 shares · 0.0% of their software$1.6MFlat
- Donnelley Financial Solutions, Inc.DFIN25,427 shares · 0.0% of their software$1.6MFlat
- A10 Networks, Inc.ATEN80,095 shares · 0.0% of their software$1.5MFlat
- PhreesiaPHR50,832 shares · 0.0% of their software$1.4MFlat
- Adeia Inc.ADEA100,662 shares · 0.0% of their software$1.4MFlat
- Rapid7RPD55,559 shares · 0.0% of their software$1.3MFlat
- PagerDutyPD81,474 shares · 0.0% of their software$1.2MFlat
- CertaraCERT104,701 shares · 0.0% of their software$1.2MFlat
- FlywireFLYW103,049 shares · 0.0% of their software$1.2MFlat
- SchrödingerSDGR58,383 shares · 0.0% of their software$1.2MFlat
- CourseraCOUR130,902 shares · 0.0% of their software$1.1MFlat
- AmplitudeAMPL91,076 shares · 0.0% of their software$1.1MFlat
- Bitdeer Technologies GroupBTDR95,604 shares · 0.0% of their software$1.1MFlat
- Upbound Group, Inc.UPBD43,340 shares · 0.0% of their software$1.1MFlat
- AsanaASAN79,733 shares · 0.0% of their software$1.1MFlat
- Sabre CorporationSABR338,410 shares · 0.0% of their software$1.1MFlat
- Radware Ltd.RDWR35,327 shares · 0.0% of their software$1.0MFlat
- Sprout SocialSPT46,719 shares · 0.0% of their software$977KFlat
- PaymentusPAY29,805 shares · 0.0% of their software$976KFlat
- FastlyFSLY123,069 shares · 0.0% of their software$869KFlat
- AppianAPPN29,077 shares · 0.0% of their software$868KFlat
- SprinklrCXM101,344 shares · 0.0% of their software$857KFlat
- YextYEXT100,179 shares · 0.0% of their software$852KFlat
- Pagaya Technologies Ltd.PGY35,771 shares · 0.0% of their software$763KFlat
- Diebold Nixdorf, IncorporatedDBD12,912 shares · 0.0% of their software$715KFlat
- Amdocs LimitedDOX6,964 shares · 0.0% of their software$635KFlat
- PDF Solutions, Inc.PDFS29,022 shares · 0.0% of their software$620KFlat
- Blend Labs, Inc.BLND185,113 shares · 0.0% of their software$611KFlat
- i3 Verticals, Inc.IIIV22,140 shares · 0.0% of their software$608KFlat
- Grindr Inc.GRND24,814 shares · 0.0% of their software$563KFlat
- N-ableNABL69,118 shares · 0.0% of their software$560KFlat
- OneSpan Inc.OSPN33,221 shares · 0.0% of their software$554KFlat
- Daily Journal CorporationDJCO1,116 shares · 0.0% of their software$471KFlat
- Riskified Ltd.RSKD93,086 shares · 0.0% of their software$464KFlat
- PubMaticPUBM36,777 shares · 0.0% of their software$458KFlat
- PowerFleet, Inc.AIOT103,040 shares · 0.0% of their software$444KFlat
- GigaCloud Technology Inc.GCT21,711 shares · 0.0% of their software$429KFlat
- Thryv Holdings, Inc.THRY32,472 shares · 0.0% of their software$395KFlat
- SimilarwebSMWB49,654 shares · 0.0% of their software$389KFlat
- Ribbon Communications Inc.RBBN89,506 shares · 0.0% of their software$359KFlat
- SemrushSEMR34,587 shares · 0.0% of their software$313KFlat
- Simulations PlusSLP14,949 shares · 0.0% of their software$261KFlat
- Ibotta, Inc.IBTA6,715 shares · 0.0% of their software$246KFlat
- StoneCo Ltd.STNE15,135 shares · 0.0% of their software$243KFlat
- PagSeguro Digital Ltd.PAGS11,073 shares · 0.0% of their software$107KFlat
- SailPointSAIL3,792 shares · 0.0% of their software$87KNew · Flat
- Aeva Technologies, Inc.AEVA1,912 shares · 0.0% of their software$72KFlat
- Digital TurbineAPPS6,953 shares · 0.0% of their software$41KFlat
- Red Violet, Inc.RDVT799 shares · 0.0% of their software$39KFlat
- DomoDOMO2,450 shares · 0.0% of their software$34KFlat
- Mitek Systems, Inc.MITK3,353 shares · 0.0% of their software$33KFlat
- Repay Holdings CorporationRPAY6,369 shares · 0.0% of their software$31KFlat
- Cerence Inc.CRNC2,981 shares · 0.0% of their software$30KFlat
- Consensus Cloud Solutions, Inc.CCSI1,306 shares · 0.0% of their software$30KFlat
- Paysafe LimitedPSFE2,334 shares · 0.0% of their software$29KFlat
- Bandwidth Inc.BAND1,790 shares · 0.0% of their software$28KFlat
- Commerce.com, Inc.CMRC5,109 shares · 0.0% of their software$26KFlat
- Ooma, Inc.OOMA1,863 shares · 0.0% of their software$24KFlat
- VTEXVTEX3,604 shares · 0.0% of their software$24KNew · Flat
- International Money Express, Inc.IMXI2,297 shares · 0.0% of their software$23KFlat
- 8x8EGHT9,416 shares · 0.0% of their software$18KFlat
- BackblazeBLZE3,342 shares · 0.0% of their software$18KFlat
- Rezolve AI PLCRZLV5,671 shares · 0.0% of their software$17KNew · Flat
- Paysign, Inc.PAYS2,386 shares · 0.0% of their software$17KFlat
- ReposiTrak, Inc.TRAK849 shares · 0.0% of their software$17KFlat
- Health CatalystHCAT4,408 shares · 0.0% of their software$17KFlat
- EverCommerceEVCM1,546 shares · 0.0% of their software$16KFlat
- Definitive HealthcareDH3,864 shares · 0.0% of their software$15KFlat
- Viant Technology Inc.DSP1,127 shares · 0.0% of their software$15KFlat
- Rimini Street, Inc.RMNI3,844 shares · 0.0% of their software$14KFlat
- Kaltura, Inc.KLTR6,965 shares · 0.0% of their software$14KFlat
- Palladyne AI Corp.PDYN1,593 shares · 0.0% of their software$14KNew · Flat
- Telos CorporationTLS4,077 shares · 0.0% of their software$13KFlat
- Priority Technology Holdings, Inc.PRTH1,315 shares · 0.0% of their software$10KFlat
- Expensify, Inc.EXFY3,731 shares · 0.0% of their software$10KNew · Flat
- SoundThinking, Inc.SSTI720 shares · 0.0% of their software$9KFlat
- Nerdy Inc.NRDY5,275 shares · 0.0% of their software$9KFlat
- eGain CorporationEGAN1,285 shares · 0.0% of their software$8KFlat
- Airship AI Holdings, Inc.AISP1,249 shares · 0.0% of their software$7KFlat
- Rackspace Technology, Inc.RXT4,844 shares · 0.0% of their software$6KFlat
- AudioEye, Inc.AEYE506 shares · 0.0% of their software$6KFlat
- Bakkt, Inc.BKKT320 shares · 0.0% of their software$4KNew · Flat
- Silvaco Group, Inc.SVCO455 shares · 0.0% of their software$2KFlat