Generalist · West Sacramento, CA
California State Teachers Retirement System
Q4 2025 · compared with Q3 2025
- Software
- $11.1B
- Weight of 13F
- 11.1%
- Names
- 231
- Net bought
- +$1.0B
Filed 17 February 2026 · SEC filing.
3,052 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
- MicrosoftMSFT10,967,008 shares · 47.8% of their software · price −$376M$5.3B−$89.4M
- PalantirPLTR3,513,425 shares · 5.6% of their software · price −$16.4M$625M−$7.1M
- OracleORCL2,643,338 shares · 4.6% of their software · price −$228M$515MFlat
- SalesforceCRM1,463,949 shares · 3.5% of their software · price +$40.9M$388M−$6.5M
- IntuitINTU434,868 shares · 2.6% of their software · price −$8.9M$288MFlat
- Uber Technologies, Inc.UBER3,180,435 shares · 2.3% of their software · price −$51.7M$260M−$4.2M
- AppLovinAPP358,705 shares · 2.2% of their software · price −$16.0M$242M−$3.5M
- ServiceNowNOW1,575,936 shares · 2.2% of their software · price −$1.2B$241M+$1.2B
- AdobeADBE644,077 shares · 2.0% of their software · price −$1.8M$225M−$7.5M
- Palo Alto NetworksPANW1,036,381 shares · 1.7% of their software · price −$20.1M$191MFlat
- CrowdStrikeCRWD385,098 shares · 1.6% of their software · price −$8.3M$181MFlat
- Automatic Data Processing, Inc.ADP648,784 shares · 1.5% of their software · price −$23.5M$167M−$9.9M
- SynopsysSNPS290,263 shares · 1.2% of their software · price −$6.9M$136MFlat
- CadenceCDNS417,148 shares · 1.2% of their software · price −$16.1M$130M−$3.8M
- SnowflakeSNOW501,718 shares · 1.0% of their software · price −$3.1M$110MFlat
- AutodeskADSK318,697 shares · 0.9% of their software · price −$6.9M$94.3M−$1.7M
- CloudflareNET472,403 shares · 0.8% of their software · price −$8.2M$93.1M−$1.7M
- Roper Technologies, Inc.ROP181,013 shares · 0.7% of their software · price −$9.7M$80.6M−$1.8M
- FortinetFTNT970,561 shares · 0.7% of their software · price −$4.5M$77.1M−$946K
- WorkdayWDAY319,902 shares · 0.6% of their software · price −$8.3M$68.7M−$825K
- Fiserv, Inc.FISV965,212 shares · 0.6% of their software · price −$59.6M$64.8M+$6.0M
- Paychex, Inc.PAYX574,443 shares · 0.6% of their software · price −$8.4M$64.4M+$5.3M
- DatadogDDOG457,638 shares · 0.6% of their software · price −$2.9M$62.2M+$4.3M
- Strategy IncMSTR408,369 shares · 0.6% of their software · price −$69.5M$62.1MFlat
- Fair IsaacFICO36,283 shares · 0.6% of their software · price +$7.0M$61.3M−$1.7M
- VeevaVEEV240,963 shares · 0.5% of their software · price −$18.0M$53.8M−$851K
- Block, Inc.XYZ824,065 shares · 0.5% of their software · price −$5.9M$53.6M−$2.8M
- VeriskVRSK237,557 shares · 0.5% of their software · price −$6.6M$53.1M−$1.5M
- MongoDBMDB121,656 shares · 0.5% of their software · price +$13.3M$51.1MFlat
- CoStarCSGP682,638 shares · 0.4% of their software · price −$11.7M$45.9M−$1.1M
- BroadridgeBR205,583 shares · 0.4% of their software · price −$3.1M$45.9M−$2.1M
- SS&CSSNC454,515 shares · 0.4% of their software · price −$609K$39.7M+$1.2M
- AtlassianTEAM240,349 shares · 0.4% of their software · price +$586K$39.0M−$1.2M
- TrimbleTRMB440,849 shares · 0.3% of their software · price −$1.5M$34.5M+$2.4M
- TwilioTWLO240,894 shares · 0.3% of their software · price +$10.2M$34.3MFlat
- NetApp, Inc.NTAP316,524 shares · 0.3% of their software · price −$3.6M$33.9M−$677K
- ZoomZM375,579 shares · 0.3% of their software · price +$1.4M$32.4M+$2.6M
- ZscalerZS142,232 shares · 0.3% of their software · price −$10.6M$32.0MFlat
- PTCPTC177,879 shares · 0.3% of their software · price −$5.1M$31.0M−$785K
- Tyler TechnologiesTYL66,291 shares · 0.3% of their software · price −$4.6M$30.1MFlat
- VeriSign, Inc.VRSN117,985 shares · 0.3% of their software · price −$4.3M$28.7M−$2.5M
- GoDaddyGDDY223,812 shares · 0.3% of their software · price −$2.9M$27.8M−$1.2M
- The Trade DeskTTD693,730 shares · 0.2% of their software · price −$7.7M$26.3MFlat
- Corpay, Inc.CPAY86,094 shares · 0.2% of their software · price +$1.1M$25.9M−$1.6M
- HubSpotHUBS64,408 shares · 0.2% of their software · price −$4.3M$25.8M−$1.5M
- F5, Inc.FFIV98,915 shares · 0.2% of their software · price −$6.7M$25.2M−$1.1M
- Gen DigitalGEN872,408 shares · 0.2% of their software · price −$1.0M$23.7M+$1.7M
- ToastTOST656,499 shares · 0.2% of their software · price −$656K$23.3M−$929K
- OktaOKTA265,529 shares · 0.2% of their software · price −$1.4M$23.0MFlat
- DocuSignDOCU294,234 shares · 0.2% of their software · price −$1.1M$20.1M−$1.3M
- NutanixNTNX357,580 shares · 0.2% of their software · price −$8.1M$18.5M−$1.3M
- CoreWeave, Inc.CRWV255,051 shares · 0.2% of their software · price −$16.6M$18.3MNew · +$34.9M
- Check PointCHKP98,252 shares · 0.2% of their software · price −$2.1M$18.2M−$1.7M
- Grab Holdings LimitedGRAB3,525,503 shares · 0.2% of their software · price −$3.6M$17.6MFlat
- SamsaraIOT492,460 shares · 0.2% of their software · price −$886K$17.5M+$3.0M
- GuidewireGWRE80,149 shares · 0.1% of their software · price −$2.3M$16.1M+$964K
- DynatraceDT367,246 shares · 0.1% of their software · price −$1.9M$15.9MFlat
- PaycomPAYC91,206 shares · 0.1% of their software · price −$4.4M$14.5MFlat
- UnityU300,736 shares · 0.1% of their software · price +$1.2M$13.3MFlat
- AkamaiAKAM135,457 shares · 0.1% of their software · price +$1.6M$11.8M−$7.3M
- FactSetFDS35,768 shares · 0.1% of their software$10.4M−$6.4M
- Rubrik, Inc.RBRK133,077 shares · 0.1% of their software · price −$768K$10.2M+$1.9M
- Manhattan AssociatesMANH57,236 shares · 0.1% of their software · price −$1.8M$9.9MFlat
- Bentley SystemsBSY226,663 shares · 0.1% of their software · price −$3.0M$8.7MFlat
- InterDigital, Inc.IDCC25,438 shares · 0.1% of their software · price −$683K$8.1MFlat
- ProcorePCOR107,436 shares · 0.1% of their software$7.8MFlat
- Lyft, Inc.LYFT365,887 shares · 0.1% of their software · price −$966K$7.1MFlat
- Clearwater AnalyticsCWAN271,599 shares · 0.1% of their software$6.6M—
- ElasticESTC85,863 shares · 0.1% of their software · price −$777K$6.5MFlat
- PaylocityPCTY41,723 shares · 0.1% of their software$6.4MFlat
- UiPathPATH387,713 shares · 0.1% of their software · price +$1.2M$6.4MFlat
- DuolingoDUOL34,020 shares · 0.1% of their software · price −$5.0M$6.0MFlat
- WixWIX55,900 shares · 0.1% of their software · price −$4.1M$5.8M−$1.0M
- MorningstarMORN25,407 shares · 0.0% of their software$5.5MFlat
- JFrogFROG87,960 shares · 0.0% of their software · price +$1.3M$5.5MFlat
- CommvaultCVLT41,967 shares · 0.0% of their software · price −$2.7M$5.3MFlat
- PegasystemsPEGA87,869 shares · 0.0% of their software$5.2MFlat
- DoximityDOCS116,951 shares · 0.0% of their software · price −$3.4M$5.2MFlat
- monday.comMNDY33,800 shares · 0.0% of their software · price −$1.6M$5.0MFlat
- DropboxDBX174,452 shares · 0.0% of their software$4.8MFlat
- AppFolioAPPF20,651 shares · 0.0% of their software · price −$888K$4.8MFlat
- GitLabGTLB127,075 shares · 0.0% of their software · price −$959K$4.8MFlat
- ACI WorldwideACIW97,506 shares · 0.0% of their software$4.7MFlat
- WEX Inc.WEX30,918 shares · 0.0% of their software$4.6MFlat
- Global-EGLBE116,092 shares · 0.0% of their software$4.6MFlat
- QualysQLYS34,118 shares · 0.0% of their software$4.5MFlat
- Life360, Inc.LIF70,174 shares · 0.0% of their software · price −$3.0M$4.5M+$563K
- BILLBILL81,668 shares · 0.0% of their software$4.5M−$579K
- SentinelOneS290,800 shares · 0.0% of their software · price −$759K$4.4MFlat
- Q2QTWO58,616 shares · 0.0% of their software$4.2MFlat
- CCC Intelligent Solutions Holdings Inc.CCC524,025 shares · 0.0% of their software · price −$608K$4.2MFlat
- BoxBOX136,245 shares · 0.0% of their software$4.1MFlat
- WorkivaWK47,234 shares · 0.0% of their software$4.1MFlat
- Pagaya Technologies Ltd.PGY177,990 shares · 0.0% of their software · price −$1.6M$3.7MFlat
- KlaviyoKVYO113,766 shares · 0.0% of their software · price +$544K$3.7M+$663K
- Shift4 Payments, Inc.FOUR56,875 shares · 0.0% of their software · price −$821K$3.6MFlat
- VaronisVRNS107,440 shares · 0.0% of their software · price −$2.7M$3.5MFlat
- Zeta GlobalZETA172,818 shares · 0.0% of their software$3.5MFlat
- SoundHound AI, Inc.SOUN352,025 shares · 0.0% of their software · price −$2.2M$3.5MFlat
- WaystarWAY106,000 shares · 0.0% of their software · price −$548K$3.5MFlat
- Core Scientific, Inc.CORZ236,676 shares · 0.0% of their software · price −$800K$3.4M−$631K
- SPS CommerceSPSC36,141 shares · 0.0% of their software · price −$542K$3.2MFlat
- DigitalOceanDOCN64,194 shares · 0.0% of their software · price +$896K$3.1MFlat
- Calix, Inc.CALX57,589 shares · 0.0% of their software$3.0MFlat
- Agilysys, Inc.AGYS25,187 shares · 0.0% of their software$3.0MFlat
- Euronet Worldwide, Inc.EEFT37,369 shares · 0.0% of their software$2.8MFlat
- BlackLineBL50,835 shares · 0.0% of their software$2.8MFlat
- TenableTENB116,895 shares · 0.0% of their software · price −$658K$2.8MFlat
- Clear Secure, Inc.YOU76,884 shares · 0.0% of their software$2.7MFlat
- NCR Atleos CorporationNATL69,336 shares · 0.0% of their software$2.6MFlat
- BrazeBRZE75,850 shares · 0.0% of their software$2.6MFlat
- ZoomInfoZI254,191 shares · 0.0% of their software$2.6M—
- nCinoNCNO98,275 shares · 0.0% of their software$2.5MFlat
- TeradataTDC81,562 shares · 0.0% of their software · price +$728K$2.5MFlat
- Intapp, Inc.INTA53,876 shares · 0.0% of their software$2.5MFlat
- BlackbaudBLKB37,953 shares · 0.0% of their software$2.4MFlat
- Remitly Global, Inc.RELY167,188 shares · 0.0% of their software$2.3MFlat
- Alarm.com Holdings, Inc.ALRM45,178 shares · 0.0% of their software$2.3MFlat
- Dave Inc.DAVE10,391 shares · 0.0% of their software$2.3MFlat
- ServiceTitanTTAN21,341 shares · 0.0% of their software$2.3MNew · +$2.2M
- MagniteMGNI136,524 shares · 0.0% of their software · price −$758K$2.2MFlat
- FreshworksFRSH180,354 shares · 0.0% of their software$2.2MFlat
- ePlus inc.PLUS25,029 shares · 0.0% of their software$2.2MFlat
- Cellebrite DI Ltd.CLBT116,775 shares · 0.0% of their software$2.1MFlat
- RingCentralRNG72,544 shares · 0.0% of their software$2.1MFlat
- LiveRamp Holdings, Inc.RAMP61,378 shares · 0.0% of their software$1.8MFlat
- NetScout Systems, Inc.NTCT65,773 shares · 0.0% of their software$1.8MFlat
- ProgressPRGS40,998 shares · 0.0% of their software$1.8MFlat
- Adeia Inc.ADEA100,572 shares · 0.0% of their software$1.7MFlat
- EVERTEC, Inc.EVTC59,106 shares · 0.0% of their software$1.7MFlat
- C3.aiAI121,552 shares · 0.0% of their software$1.6MFlat
- AvePointAVPT115,649 shares · 0.0% of their software$1.6MFlat
- AlkamiALKT68,550 shares · 0.0% of their software$1.6MFlat
- Payoneer Global Inc.PAYO272,228 shares · 0.0% of their software$1.5MFlat
- PAR Technology CorporationPAR41,297 shares · 0.0% of their software$1.5MFlat
- DoubleVerifyDV128,149 shares · 0.0% of their software$1.5MFlat
- FlywireFLYW102,951 shares · 0.0% of their software$1.5MFlat
- Five9FIVN69,188 shares · 0.0% of their software$1.4MFlat
- VertexVERX68,790 shares · 0.0% of their software$1.4MFlat
- FastlyFSLY132,452 shares · 0.0% of their software$1.3MFlat
- AppianAPPN36,661 shares · 0.0% of their software$1.3MFlat
- Bitdeer Technologies GroupBTDR111,893 shares · 0.0% of their software · price −$658K$1.3MFlat
- A10 Networks, Inc.ATEN66,962 shares · 0.0% of their software$1.2MFlat
- Donnelley Financial Solutions, Inc.DFIN25,339 shares · 0.0% of their software$1.2MFlat
- NextNav Inc.NN68,763 shares · 0.0% of their software$1.1MFlat
- PaymentusPAY36,210 shares · 0.0% of their software$1.1MFlat
- SchrödingerSDGR61,601 shares · 0.0% of their software$1.1MFlat
- AsanaASAN79,127 shares · 0.0% of their software$1.1MFlat
- PagerDutyPD81,709 shares · 0.0% of their software$1.1MFlat
- AmplitudeAMPL88,275 shares · 0.0% of their software$1.0MFlat
- CertaraCERT114,646 shares · 0.0% of their software$1.0MFlat
- Diebold Nixdorf, IncorporatedDBD14,643 shares · 0.0% of their software$994KFlat
- GigaCloud Technology Inc.GCT25,192 shares · 0.0% of their software$990KFlat
- CourseraCOUR131,058 shares · 0.0% of their software · price −$570K$965KFlat
- PhreesiaPHR55,544 shares · 0.0% of their software$940KFlat
- NIQ Global Intelligence plcNIQ55,423 shares · 0.0% of their software$914K+$827K
- SprinklrCXM114,653 shares · 0.0% of their software$892KFlat
- PDF Solutions, Inc.PDFS30,945 shares · 0.0% of their software$883KFlat
- Radware Ltd.RDWR36,002 shares · 0.0% of their software$867KFlat
- Upbound Group, Inc.UPBD48,481 shares · 0.0% of their software$851KFlat
- Rapid7RPD55,294 shares · 0.0% of their software$840KFlat
- Alight, Inc.ALIT424,893 shares · 0.0% of their software · price −$557K$829KFlat
- YextYEXT99,981 shares · 0.0% of their software$806KFlat
- Blend Labs, Inc.BLND202,254 shares · 0.0% of their software$615KFlat
- Sprout SocialSPT52,484 shares · 0.0% of their software$591KFlat
- PowerFleet, Inc.AIOT110,695 shares · 0.0% of their software$589KFlat
- Daily Journal CorporationDJCO1,194 shares · 0.0% of their software$582KFlat
- i3 Verticals, Inc.IIIV21,892 shares · 0.0% of their software$551KFlat
- Amdocs LimitedDOX6,738 shares · 0.0% of their software$542KFlat
- N-ableNABL68,277 shares · 0.0% of their software$511KFlat
- SemrushSEMR42,686 shares · 0.0% of their software$508K—
- Sabre CorporationSABR369,793 shares · 0.0% of their software$503KFlat
- Grindr Inc.GRND36,423 shares · 0.0% of their software$493KFlat
- Riskified Ltd.RSKD93,086 shares · 0.0% of their software$463KFlat
- OneSpan Inc.OSPN33,191 shares · 0.0% of their software$426KFlat
- SimilarwebSMWB48,217 shares · 0.0% of their software$361KFlat
- Ibotta, Inc.IBTA15,183 shares · 0.0% of their software$345KFlat
- Aeva Technologies, Inc.AEVA22,493 shares · 0.0% of their software$299KFlat
- Ribbon Communications Inc.RBBN88,452 shares · 0.0% of their software$255KFlat
- StoneCo Ltd.STNE15,472 shares · 0.0% of their software$229KFlat
- SuperX AI Technology LimitedSUPX10,726 shares · 0.0% of their software · price −$524K$168KNew · +$692K
- PagSeguro Digital Ltd.PAGS11,035 shares · 0.0% of their software$106KFlat
- BullishBLSH2,058 shares · 0.0% of their software$78KNew · Flat
- SailPointSAIL3,742 shares · 0.0% of their software$76KFlat
- Red Violet, Inc.RDVT695 shares · 0.0% of their software$40KFlat
- Navan, Inc.NAVN2,301 shares · 0.0% of their software$39KNew · Flat
- Digital TurbineAPPS6,675 shares · 0.0% of their software$33KFlat
- Mitek Systems, Inc.MITK2,741 shares · 0.0% of their software$29KFlat
- Rezolve AI PLCRZLV11,042 shares · 0.0% of their software$28KFlat
- Cerence Inc.CRNC2,494 shares · 0.0% of their software$27KFlat
- Bandwidth Inc.BAND1,701 shares · 0.0% of their software$26KFlat
- International Money Express, Inc.IMXI1,689 shares · 0.0% of their software$26KFlat
- Consensus Cloud Solutions, Inc.CCSI1,161 shares · 0.0% of their software$25KFlat
- PubMaticPUBM2,316 shares · 0.0% of their software$21KFlat
- Simulations PlusSLP1,028 shares · 0.0% of their software$19KFlat
- Via Transportation, Inc.VIA634 shares · 0.0% of their software$18KNew · Flat
- Ooma, Inc.OOMA1,561 shares · 0.0% of their software$18KFlat
- DomoDOMO2,066 shares · 0.0% of their software$17K—
- Commerce.com, Inc.CMRC4,108 shares · 0.0% of their software$17KFlat
- Telos CorporationTLS3,278 shares · 0.0% of their software$17KFlat
- Xperi Inc.XPER2,789 shares · 0.0% of their software$16KFlat
- 8x8EGHT8,232 shares · 0.0% of their software$16K—
- Paysafe LimitedPSFE2,000 shares · 0.0% of their software$16KFlat
- BackblazeBLZE3,395 shares · 0.0% of their software$16KFlat
- Repay Holdings CorporationRPAY4,148 shares · 0.0% of their software$15KFlat
- Asure Software, Inc.ASUR1,553 shares · 0.0% of their software$15KFlat
- Thryv Holdings, Inc.THRY2,294 shares · 0.0% of their software$14KFlat
- VTEXVTEX3,463 shares · 0.0% of their software$13KFlat
- Immersion CorporationIMMR1,726 shares · 0.0% of their software$12KFlat
- Rimini Street, Inc.RMNI3,004 shares · 0.0% of their software$12KFlat
- CS Disco, Inc.LAW1,490 shares · 0.0% of their software$12KFlat
- Viant Technology Inc.DSP916 shares · 0.0% of their software$11KFlat
- Paysign, Inc.PAYS2,141 shares · 0.0% of their software$11KFlat
- EverCommerceEVCM905 shares · 0.0% of their software$11KFlat
- eGain CorporationEGAN992 shares · 0.0% of their software$10KFlat
- Health CatalystHCAT4,159 shares · 0.0% of their software$10KFlat
- Blaize Holdings, Inc.BZAI4,777 shares · 0.0% of their software$9KNew · Flat
- Tucows Inc.TCX414 shares · 0.0% of their software$9KFlat
- Priority Technology Holdings, Inc.PRTH1,690 shares · 0.0% of their software$9KFlat
- Kaltura, Inc.KLTR5,554 shares · 0.0% of their software$9KFlat
- Bakkt, Inc.BKKT881 shares · 0.0% of their software$9KFlat
- ReposiTrak, Inc.TRAK690 shares · 0.0% of their software$9KFlat
- Palladyne AI Corp.PDYN1,859 shares · 0.0% of their software$8KFlat
- Expensify, Inc.EXFY3,676 shares · 0.0% of their software$6KFlat
- Definitive HealthcareDH1,838 shares · 0.0% of their software$5KFlat
- Rackspace Technology, Inc.RXT5,133 shares · 0.0% of their software$5KFlat
- AudioEye, Inc.AEYE491 shares · 0.0% of their software$5KFlat
- SoundThinking, Inc.SSTI588 shares · 0.0% of their software$5KFlat
- Airship AI Holdings, Inc.AISP1,413 shares · 0.0% of their software$4KFlat
- Nerdy Inc.NRDY3,658 shares · 0.0% of their software$4KFlat
- Silvaco Group, Inc.SVCO497 shares · 0.0% of their software$2KFlat
