Generalist · Albany, NY
New York State Common Retirement Fund
Q1 2022 · compared with Q4 2021
- Software
- $10.2B
- Weight of 13F
- 10.9%
- Names
- 172
- Net bought
- +$109M
Filed 5 May 2022 · SEC filing.
3,283 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 2026244 names$6.6B−$276M
- Q1 2026240 names$6.5B+$36.0M
- Q4 2025240 names$8.5B+$199M
- Q3 2025238 names$9.9B−$835M
- Q2 2025232 names$10.5B+$177M
- Q1 2025229 names$8.3B−$208M
- Q4 2024230 names$9.4B+$83.9M
- Q3 2024223 names$9.2B−$652M
- Q2 2024229 names$9.8B−$464M
- Q1 2024214 names$10.1B−$239M
- Q4 2023209 names$9.5B−$564M
- Q3 2023207 names$8.7B−$635M
- Q2 2023206 names$9.7B−$193M
- Q1 2023195 names$8.6B−$242M
- Q4 2022195 names$7.6B+$41.5M
- Q3 2022191 names$7.4B−$162M
- Q2 2022188 names$8.3B+$1.7B
- Q1 2022172 names$10.2B+$109M
- Q4 2021171 names$11.5B−$27.7M
- Q3 2021166 names$10.7B−$502M
- Q2 2021164 names$10.9B+$729M
- Q1 2021149 names$9.6B−$419M
- Q4 2020148 names$10.1B−$430M
- Q3 2020146 names$9.4B−$508M
- Q2 2020139 names$9.2B−$106M
- Q1 2020128 names$6.9B+$60.7M
- Q4 2019128 names$7.4B−$61.1M
- Q3 2019125 names$6.9B+$40.4M
- Q2 2019120 names$6.8B+$3.8M
- Q1 2019111 names$6.3B−$64.5M
- Q4 2018110 names$5.3B−$192M
- Q3 2018105 names$6.3B−$48.6M
- Q2 2018106 names$5.5B−$167M
- Q1 201897 names$5.3B−$66.2M
- Q4 201796 names$5.0B+$14.7M
- Q3 201794 names$4.6B+$25.7M
- Q2 201793 names$4.4B+$23.1M
- Q1 201787 names$4.1B−$27.2M
- Q4 201684 names$3.7B−$36.9M
- Q3 201683 names$3.7B−$47.6M
- Q2 201680 names$3.5B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT15,697,042 shares · 47.5% of their software · price −$440M$4.8BFlat
- AdobeADBE961,258 shares · 4.3% of their software · price −$107M$438MFlat
- SalesforceCRM1,823,482 shares · 3.8% of their software · price −$76.2M$387M+$15.1M
- OracleORCL3,351,915 shares · 2.7% of their software · price −$15.0M$277M−$10.2M
- IntuitINTU506,235 shares · 2.4% of their software · price −$82.2M$243MFlat
- ServiceNowNOW371,725 shares · 2.0% of their software · price −$34.3M$207M+$3.9M
- Automatic Data Processing, Inc.ADP897,093 shares · 2.0% of their software · price −$17.1M$204M−$2.5M
- Fiserv, Inc.FISV1,598,551 shares · 1.6% of their software · price −$3.8M$162M+$8.3M
- Block, Inc.XYZ963,857 shares · 1.3% of their software · price −$25.0M$131M+$14.1M
- DatadogDDOG740,497 shares · 1.1% of their software · price −$19.7M$112M−$70.6M
- VeevaVEEV514,672 shares · 1.1% of their software · price −$22.1M$109M+$14.5M
- Uber Technologies, Inc.UBER2,930,794 shares · 1.0% of their software · price −$18.3M$105M−$10.8M
- Roper Technologies, Inc.ROP205,123 shares · 1.0% of their software · price −$4.0M$96.9M−$2.6M
- FortinetFTNT279,625 shares · 0.9% of their software · price −$4.9M$95.6MFlat
- Tyler TechnologiesTYL212,015 shares · 0.9% of their software · price −$19.7M$94.3MFlat
- PaycomPAYC259,689 shares · 0.9% of their software · price −$17.9M$90.0M+$17.4M
- AutodeskADSK400,840 shares · 0.8% of their software · price −$26.8M$85.9MFlat
- SnowflakeSNOW373,727 shares · 0.8% of their software · price −$41.0M$85.6M−$2.0M
- TwilioTWLO509,116 shares · 0.8% of their software · price −$50.2M$83.9M+$47.2M
- WorkdayWDAY346,288 shares · 0.8% of their software · price −$11.7M$82.9M+$1.4M
- Palo Alto NetworksPANW132,885 shares · 0.8% of their software · price +$8.7M$82.7M−$32.8M
- Paychex, Inc.PAYX603,519 shares · 0.8% of their software$82.4M+$6.0M
- SynopsysSNPS220,151 shares · 0.7% of their software · price −$7.8M$73.4MFlat
- HubSpotHUBS142,284 shares · 0.7% of their software · price −$26.2M$67.6M+$17.4M
- Manhattan AssociatesMANH475,372 shares · 0.6% of their software · price −$8.0M$65.9MFlat
- ShopifySHOP92,740 shares · 0.6% of their software · price −$65.1M$62.7M+$15.6M
- GuidewireGWRE648,191 shares · 0.6% of their software · price −$12.3M$61.3M−$20.0M
- MongoDBMDB135,044 shares · 0.6% of their software · price −$11.6M$59.9M+$17.3M
- CadenceCDNS359,918 shares · 0.6% of their software · price −$7.9M$59.2MFlat
- Sabre CorporationSABR4,990,577 shares · 0.6% of their software · price +$14.2M$57.0M+$2.1M
- Alarm.com Holdings, Inc.ALRM856,992 shares · 0.6% of their software · price −$15.7M$57.0MFlat
- CrowdStrikeCRWD231,617 shares · 0.5% of their software · price +$5.2M$52.6M+$694K
- BILLBILL229,539 shares · 0.5% of their software · price −$5.1M$52.1M+$16.9M
- NutanixNTNX1,890,563 shares · 0.5% of their software · price −$9.5M$50.7M+$2.3M
- Q2QTWO822,091 shares · 0.5% of their software · price −$14.6M$50.7MFlat
- AppFolioAPPF442,737 shares · 0.5% of their software · price −$3.5M$50.1MFlat
- VeriskVRSK224,205 shares · 0.5% of their software · price −$3.2M$48.1MFlat
- GoDaddyGDDY559,775 shares · 0.5% of their software · price −$649K$46.9M+$1.4M
- Amdocs LimitedDOX567,654 shares · 0.5% of their software · price +$4.2M$46.7M+$5.4M
- ZoomZM390,496 shares · 0.4% of their software · price −$26.0M$45.8M−$6.7M
- TrimbleTRMB577,173 shares · 0.4% of their software · price −$8.7M$41.6M−$1.2M
- CloudflareNET335,366 shares · 0.4% of their software · price −$4.0M$40.1MFlat
- The Trade DeskTTD555,188 shares · 0.4% of their software · price −$12.4M$38.4M−$996K
- CoStarCSGP564,949 shares · 0.4% of their software · price −$7.0M$37.6M+$843K
- VeriSign, Inc.VRSN154,497 shares · 0.3% of their software · price −$4.8M$34.4MFlat
- PTCPTC302,601 shares · 0.3% of their software · price −$4.1M$32.6M+$12.7M
- BlackLineBL440,689 shares · 0.3% of their software · price −$13.4M$32.3MFlat
- AkamaiAKAM249,748 shares · 0.3% of their software · price +$587K$29.8MFlat
- BroadridgeBR186,031 shares · 0.3% of their software · price −$5.0M$29.0M+$1.6M
- Check PointCHKP197,781 shares · 0.3% of their software · price +$4.3M$27.3M−$7.5M
- MorningstarMORN96,507 shares · 0.3% of their software · price −$6.6M$26.4MFlat
- PalantirPLTR1,901,158 shares · 0.3% of their software · price −$8.5M$26.1MFlat
- BoxBOX885,728 shares · 0.3% of their software · price +$2.5M$25.7MFlat
- FactSetFDS59,000 shares · 0.3% of their software · price −$3.1M$25.6M−$553K
- NetApp, Inc.NTAP288,665 shares · 0.2% of their software · price −$2.6M$24.0M+$2.2M
- DocuSignDOCU219,072 shares · 0.2% of their software · price −$9.9M$23.5MFlat
- WorkivaWK187,147 shares · 0.2% of their software · price −$2.3M$22.1M+$1.6M
- ZscalerZS88,521 shares · 0.2% of their software · price −$7.1M$21.4MFlat
- F5, Inc.FFIV101,870 shares · 0.2% of their software · price −$3.6M$21.3M+$892K
- OktaOKTA139,814 shares · 0.2% of their software · price −$10.2M$21.1M−$622K
- SS&CSSNC271,047 shares · 0.2% of their software · price −$1.9M$20.3MFlat
- ACI WorldwideACIW639,811 shares · 0.2% of their software · price −$2.1M$20.1M+$788K
- WEX Inc.WEX111,900 shares · 0.2% of their software · price +$4.3M$20.0MFlat
- Rapid7RPD159,046 shares · 0.2% of their software · price −$1.0M$17.7M+$4.1M
- Gen DigitalGEN666,918 shares · 0.2% of their software$17.7MFlat
- UnityU173,795 shares · 0.2% of their software · price −$7.6M$17.2MFlat
- Fair IsaacFICO31,967 shares · 0.1% of their software · price +$1.0M$14.9M−$644K
- Bentley SystemsBSY330,241 shares · 0.1% of their software · price −$1.4M$14.6M+$748K
- BlackbaudBLKB239,941 shares · 0.1% of their software · price −$4.6M$14.4M+$734K
- Sprout SocialSPT154,123 shares · 0.1% of their software · price −$1.6M$12.3M+$7.6M
- Lyft, Inc.LYFT317,437 shares · 0.1% of their software · price −$1.4M$12.2M−$1.8M
- DynatraceDT243,014 shares · 0.1% of their software · price −$3.2M$11.4MFlat
- RingCentralRNG93,910 shares · 0.1% of their software · price −$6.6M$11.0MFlat
- nCinoNCNO266,379 shares · 0.1% of their software · price −$3.7M$10.9MNew · +$14.6M
- DropboxDBX432,690 shares · 0.1% of their software · price −$558K$10.1MFlat
- NICENICE45,192 shares · 0.1% of their software · price −$3.8M$9.9MFlat
- VaronisVRNS206,396 shares · 0.1% of their software$9.8M+$972K
- PubMaticPUBM360,096 shares · 0.1% of their software · price −$2.9M$9.4MFlat
- Euronet Worldwide, Inc.EEFT71,708 shares · 0.1% of their software · price +$787K$9.3M+$1.0M
- Five9FIVN83,828 shares · 0.1% of their software · price −$2.3M$9.3MFlat
- SPS CommerceSPSC70,441 shares · 0.1% of their software · price −$785K$9.2MFlat
- PaylocityPCTY44,905 shares · 0.1% of their software · price −$1.4M$9.2MFlat
- Digital TurbineAPPS208,492 shares · 0.1% of their software · price −$3.6M$9.1M+$2.5M
- TeradataTDC181,420 shares · 0.1% of their software · price +$1.2M$8.9MFlat
- ElasticESTC93,220 shares · 0.1% of their software · price −$3.2M$8.3M−$571K
- SAPSAP67,231 shares · 0.1% of their software · price −$2.0M$7.5M+$673K
- ToastTOST338,300 shares · 0.1% of their software · price −$4.4M$7.4M+$9.2M
- LiveRamp Holdings, Inc.RAMP195,220 shares · 0.1% of their software · price −$2.1M$7.3MFlat
- DigitalOceanDOCN121,896 shares · 0.1% of their software · price −$2.7M$7.1M+$6.9M
- Commerce.com, Inc.CMRC295,192 shares · 0.1% of their software · price −$4.0M$6.5M+$713K
- ProcorePCOR102,061 shares · 0.1% of their software · price −$2.2M$5.9M+$2.7M
- DoubleVerifyDV226,770 shares · 0.1% of their software · price −$1.8M$5.7M+$1.8M
- WixWIX53,634 shares · 0.1% of their software · price −$2.9M$5.6MFlat
- Agilysys, Inc.AGYS127,318 shares · 0.0% of their software · price −$583K$5.1MFlat
- PagSeguro Digital Ltd.PAGS242,189 shares · 0.0% of their software · price −$1.5M$4.9MFlat
- ePlus inc.PLUS82,489 shares · 0.0% of their software$4.6MFlat
- QualysQLYS29,874 shares · 0.0% of their software$4.3MFlat
- FreshworksFRSH219,593 shares · 0.0% of their software · price −$1.8M$3.9MFlat
- CertaraCERT182,212 shares · 0.0% of their software · price −$1.3M$3.9MFlat
- TenableTENB66,683 shares · 0.0% of their software$3.9MFlat
- PegasystemsPEGA46,854 shares · 0.0% of their software · price −$1.5M$3.8MFlat
- Global-EGLBE111,746 shares · 0.0% of their software · price −$3.3M$3.8MNew · +$7.1M
- LightspeedLSPD113,963 shares · 0.0% of their software · price −$1.1M$3.5MFlat
- GitLabGTLB63,425 shares · 0.0% of their software · price −$2.1M$3.5MNew · +$5.5M
- StoneCo Ltd.STNE291,912 shares · 0.0% of their software · price −$1.5M$3.4M−$6.2M
- Strategy IncMSTR6,998 shares · 0.0% of their software$3.4MFlat
- Shift4 Payments, Inc.FOUR48,972 shares · 0.0% of their software$3.0MFlat
- VertexVERX197,171 shares · 0.0% of their software$3.0M+$1.1M
- Cognyte Software Ltd.CGNT260,300 shares · 0.0% of their software · price −$1.1M$2.9M+$3.5M
- DescartesDSGX39,386 shares · 0.0% of their software$2.9MFlat
- A10 Networks, Inc.ATEN198,405 shares · 0.0% of their software · price −$522K$2.8MFlat
- MagniteMGNI204,973 shares · 0.0% of their software · price −$879K$2.7MFlat
- EVERTEC, Inc.EVTC62,433 shares · 0.0% of their software · price −$565K$2.6MFlat
- Calix, Inc.CALX59,182 shares · 0.0% of their software · price −$2.2M$2.5MFlat
- ProgressPRGS45,397 shares · 0.0% of their software$2.1M+$658K
- AsanaASAN52,806 shares · 0.0% of their software · price −$1.8M$2.1M−$880K
- CommvaultCVLT31,814 shares · 0.0% of their software$2.1MFlat
- Consensus Cloud Solutions, Inc.CCSI33,223 shares · 0.0% of their software$2.0M+$947K
- PagerDutyPD58,205 shares · 0.0% of their software$2.0MFlat
- Zeta GlobalZETA153,469 shares · 0.0% of their software · price +$665K$2.0MFlat
- FastlyFSLY112,200 shares · 0.0% of their software · price −$2.0M$2.0MFlat
- PAR Technology CorporationPAR48,329 shares · 0.0% of their software · price −$601K$2.0MFlat
- DomoDOMO37,310 shares · 0.0% of their software$1.9MFlat
- Health CatalystHCAT70,161 shares · 0.0% of their software · price −$946K$1.8MFlat
- AppianAPPN28,443 shares · 0.0% of their software$1.7MFlat
- Cerence Inc.CRNC45,186 shares · 0.0% of their software · price −$1.8M$1.6M+$1.4M
- NetScout Systems, Inc.NTCT50,637 shares · 0.0% of their software$1.6MFlat
- Endava plcDAVA12,121 shares · 0.0% of their software$1.6M−$8.2M
- Radware Ltd.RDWR47,962 shares · 0.0% of their software$1.5MFlat
- C3.aiAI67,403 shares · 0.0% of their software · price −$576K$1.5MFlat
- InterDigital, Inc.IDCC22,380 shares · 0.0% of their software$1.4MFlat
- FlywireFLYW44,737 shares · 0.0% of their software$1.4MFlat
- Definitive HealthcareDH54,781 shares · 0.0% of their software$1.4M+$509K
- Upbound Group, Inc.UPBD47,602 shares · 0.0% of their software · price −$1.1M$1.2M−$814K
- CourseraCOUR51,915 shares · 0.0% of their software$1.2MFlat
- SchrödingerSDGR32,676 shares · 0.0% of their software$1.1MFlat
- Repay Holdings CorporationRPAY68,754 shares · 0.0% of their software$1.0MFlat
- JFrogFROG37,258 shares · 0.0% of their software$1.0M−$1.2M
- 8x8EGHT76,797 shares · 0.0% of their software$967KFlat
- PhreesiaPHR36,437 shares · 0.0% of their software · price −$557K$960KFlat
- Donnelley Financial Solutions, Inc.DFIN22,860 shares · 0.0% of their software$760KFlat
- Simulations PlusSLP12,200 shares · 0.0% of their software$622KFlat
- PDF Solutions, Inc.PDFS22,000 shares · 0.0% of their software$613KFlat
- SoundThinking, Inc.SSTI21,556 shares · 0.0% of their software$598KFlat
- YextYEXT79,341 shares · 0.0% of their software$547KFlat
- Bandwidth Inc.BAND16,491 shares · 0.0% of their software · price −$649K$534K−$3.4M
- Tucows Inc.TCX7,088 shares · 0.0% of their software$484KFlat
- International Money Express, Inc.IMXI23,324 shares · 0.0% of their software$481KFlat
- Mitek Systems, Inc.MITK31,696 shares · 0.0% of their software$465KFlat
- Rackspace Technology, Inc.RXT37,375 shares · 0.0% of their software$417KFlat
- i3 Verticals, Inc.IIIV14,890 shares · 0.0% of their software$415KFlat
- N-ableNABL39,555 shares · 0.0% of their software$360KFlat
- OneSpan Inc.OSPN24,845 shares · 0.0% of their software$359KFlat
- Daily Journal CorporationDJCO1,111 shares · 0.0% of their software$347KFlat
- Veritone, Inc.VERI18,641 shares · 0.0% of their software$341KFlat
- Intapp, Inc.INTA13,396 shares · 0.0% of their software$322KFlat
- Telos CorporationTLS28,929 shares · 0.0% of their software$288KFlat
- CS Disco, Inc.LAW8,367 shares · 0.0% of their software$284KFlat
- AlkamiALKT19,062 shares · 0.0% of their software$273KFlat
- EverCommerceEVCM17,455 shares · 0.0% of their software$230KFlat
- Ooma, Inc.OOMA15,012 shares · 0.0% of their software$225KFlat
- Rimini Street, Inc.RMNI29,360 shares · 0.0% of their software$170KFlat
- Thryv Holdings, Inc.THRY5,674 shares · 0.0% of their software$160KFlat
- Ribbon Communications Inc.RBBN44,771 shares · 0.0% of their software$138KFlat
- eGain CorporationEGAN10,390 shares · 0.0% of their software$120KFlat
- Remitly Global, Inc.RELY8,707 shares · 0.0% of their software$86KNew · Flat
- Rekor Systems, Inc.REKR14,582 shares · 0.0% of their software$66KFlat
- DoximityDOCS867 shares · 0.0% of their software$45KNew · Flat
- Viant Technology Inc.DSP4,684 shares · 0.0% of their software$31KFlat
- Priority Technology Holdings, Inc.PRTH5,065 shares · 0.0% of their software$29KFlat
- Kaltura, Inc.KLTR3,250 shares · 0.0% of their software$6KFlat
- Kingsoft Cloud Holdings LimitedKC356 shares · 0.0% of their software$2KFlat