Generalist · Albany, NY
New York State Common Retirement Fund
Q3 2022 · compared with Q2 2022
- Software
- $7.4B
- Weight of 13F
- 10.8%
- Names
- 191
- Net bought
- −$162M
Filed 8 November 2022 · SEC filing.
3,185 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
- MicrosoftMSFT14,369,738 shares · 45.2% of their software · price −$344M$3.3B−$294M
- SalesforceCRM1,905,652 shares · 3.7% of their software · price −$40.4M$274M−$39.0M
- AdobeADBE919,210 shares · 3.4% of their software · price −$83.5M$253M−$7.7M
- IntuitINTU489,474 shares · 2.6% of their software · price +$920K$190M−$9.3M
- Automatic Data Processing, Inc.ADP828,010 shares · 2.5% of their software · price +$13.4M$187M−$7.2M
- OracleORCL2,889,800 shares · 2.4% of their software · price −$25.4M$176M−$15.6M
- Fiserv, Inc.FISV1,497,324 shares · 1.9% of their software · price +$6.9M$140M−$8.5M
- ServiceNowNOW358,425 shares · 1.8% of their software · price −$35.1M$135M−$5.3M
- Palo Alto NetworksPANW672,645 shares · 1.5% of their software · price −$222M$110M+$217M
- VeevaVEEV629,960 shares · 1.4% of their software · price −$20.9M$104M+$17.6M
- PaycomPAYC276,972 shares · 1.2% of their software · price +$13.8M$91.4MFlat
- Uber Technologies, Inc.UBER3,347,673 shares · 1.2% of their software · price +$20.2M$88.7MFlat
- Tyler TechnologiesTYL251,323 shares · 1.2% of their software · price +$3.8M$87.3M+$13.5M
- SnowflakeSNOW470,600 shares · 1.1% of their software · price +$14.5M$80.0M+$11.3M
- SynopsysSNPS254,803 shares · 1.1% of their software$77.8M−$2.2M
- AutodeskADSK413,644 shares · 1.0% of their software · price +$6.1M$77.3M−$778K
- Roper Technologies, Inc.ROP191,135 shares · 0.9% of their software · price −$6.7M$68.7M−$3.1M
- CadenceCDNS409,716 shares · 0.9% of their software · price +$5.5M$67.0M−$3.7M
- DatadogDDOG751,539 shares · 0.9% of their software · price −$4.9M$66.7MFlat
- Paychex, Inc.PAYX573,413 shares · 0.9% of their software · price −$952K$64.3M−$1.4M
- Manhattan AssociatesMANH473,636 shares · 0.9% of their software · price +$8.7M$63.0MFlat
- FortinetFTNT1,151,623 shares · 0.8% of their software · price −$8.6M$56.6M−$33.4M
- Block, Inc.XYZ1,009,619 shares · 0.8% of their software · price −$6.5M$55.5M−$1.3M
- Alarm.com Holdings, Inc.ALRM855,129 shares · 0.7% of their software · price +$2.6M$55.5MFlat
- WorkdayWDAY330,891 shares · 0.7% of their software · price +$4.2M$50.4M−$2.2M
- AppFolioAPPF442,232 shares · 0.6% of their software · price +$6.2M$46.3MFlat
- PTCPTC413,000 shares · 0.6% of their software · price −$719K$43.2M+$981K
- Amdocs LimitedDOX540,270 shares · 0.6% of their software · price −$2.1M$42.9M−$553K
- GuidewireGWRE663,916 shares · 0.6% of their software · price −$6.2M$40.9M+$965K
- TwilioTWLO590,066 shares · 0.6% of their software · price −$8.7M$40.8M+$3.6M
- NutanixNTNX1,872,263 shares · 0.5% of their software · price +$11.6M$39.0MFlat
- GoDaddyGDDY547,820 shares · 0.5% of their software · price +$723K$38.8M+$970K
- CrowdStrikeCRWD228,717 shares · 0.5% of their software · price −$858K$37.7M−$1.0M
- ShopifySHOP1,393,696 shares · 0.5% of their software · price −$6.0M$37.5M−$3.9M
- CoStarCSGP520,140 shares · 0.5% of their software · price +$4.8M$36.2M−$1.3M
- F5, Inc.FFIV248,534 shares · 0.5% of their software · price −$2.1M$36.0M+$24.2M
- VeriskVRSK208,455 shares · 0.5% of their software · price −$534K$35.5M−$805K
- HubSpotHUBS130,695 shares · 0.5% of their software · price −$4.0M$35.3M+$4.2M
- Check PointCHKP304,190 shares · 0.5% of their software · price −$3.0M$34.1M+$4.1M
- The Trade DeskTTD511,915 shares · 0.4% of their software · price +$9.1M$30.6M−$766K
- TrimbleTRMB553,173 shares · 0.4% of their software · price −$2.2M$30.0M−$725K
- BlackLineBL479,242 shares · 0.4% of their software · price −$3.2M$28.7M+$1.9M
- Q2QTWO880,411 shares · 0.4% of their software · price −$5.6M$28.3MFlat
- MongoDBMDB128,158 shares · 0.3% of their software · price −$7.8M$25.4M−$1.7M
- BroadridgeBR171,468 shares · 0.3% of their software$24.7M−$872K
- VeriSign, Inc.VRSN140,446 shares · 0.3% of their software · price +$895K$24.4M−$1.5M
- MorningstarMORN108,971 shares · 0.3% of their software · price −$3.2M$23.1MFlat
- FactSetFDS56,540 shares · 0.3% of their software · price +$879K$22.6M−$503K
- ZoomInfoZI542,447 shares · 0.3% of their software$22.6M—
- Sabre CorporationSABR4,355,152 shares · 0.3% of their software · price −$3.0M$22.4M−$3.3M
- BoxBOX874,773 shares · 0.3% of their software · price −$656K$21.3MFlat
- BILLBILL152,055 shares · 0.3% of their software · price +$3.4M$20.1M−$1.2M
- ZoomZM269,332 shares · 0.3% of their software · price −$9.3M$19.8M−$666K
- NICENICE99,343 shares · 0.3% of their software$18.7M+$524K
- AkamaiAKAM229,693 shares · 0.2% of their software · price −$2.5M$18.4MFlat
- ToastTOST1,067,628 shares · 0.2% of their software · price +$4.0M$17.9M+$1.4M
- CloudflareNET318,884 shares · 0.2% of their software · price +$3.7M$17.6M−$528K
- WorkivaWK212,945 shares · 0.2% of their software · price +$2.5M$16.6M+$1.1M
- NetApp, Inc.NTAP263,505 shares · 0.2% of their software · price −$893K$16.3MFlat
- nCinoNCNO467,456 shares · 0.2% of their software · price +$1.5M$15.9M+$2.2M
- PalantirPLTR1,902,058 shares · 0.2% of their software · price −$1.8M$15.5M−$746K
- ZscalerZS88,121 shares · 0.2% of their software · price +$1.3M$14.5MFlat
- Gen DigitalGEN718,275 shares · 0.2% of their software · price −$1.3M$14.5MFlat
- PaylocityPCTY59,232 shares · 0.2% of their software · price +$4.0M$14.3MFlat
- Fair IsaacFICO34,675 shares · 0.2% of their software$14.3M+$647K
- ACI WorldwideACIW657,305 shares · 0.2% of their software · price −$3.3M$13.7M+$501K
- WEX Inc.WEX100,263 shares · 0.2% of their software · price −$2.9M$12.7M−$1.6M
- Bentley SystemsBSY388,823 shares · 0.2% of their software · price −$1.1M$11.9MFlat
- DoubleVerifyDV433,656 shares · 0.2% of their software · price +$2.0M$11.9M+$1.4M
- SS&CSSNC246,527 shares · 0.2% of their software · price −$2.5M$11.8M−$1.2M
- GitLabGTLB225,470 shares · 0.2% of their software$11.5M+$7.2M
- Sprout SocialSPT190,076 shares · 0.2% of their software$11.5M−$566K
- DocuSignDOCU206,228 shares · 0.1% of their software · price −$806K$11.0MFlat
- BlackbaudBLKB235,705 shares · 0.1% of their software · price −$3.3M$10.4M+$1.7M
- Agilysys, Inc.AGYS179,143 shares · 0.1% of their software · price +$1.4M$9.9MFlat
- SPS CommerceSPSC70,138 shares · 0.1% of their software · price +$784K$8.7MFlat
- Calix, Inc.CALX137,371 shares · 0.1% of their software · price +$3.7M$8.4M+$2.7M
- DropboxDBX403,105 shares · 0.1% of their software$8.4M−$518K
- DynatraceDT230,849 shares · 0.1% of their software · price −$1.1M$8.0M−$2.3M
- OktaOKTA126,814 shares · 0.1% of their software · price −$4.3M$7.2MFlat
- ElasticESTC97,483 shares · 0.1% of their software$7.0MFlat
- UnityU214,195 shares · 0.1% of their software · price −$1.1M$6.8MFlat
- Five9FIVN89,230 shares · 0.1% of their software · price −$1.4M$6.7M−$3.3M
- Rapid7RPD153,780 shares · 0.1% of their software · price −$3.7M$6.6MFlat
- PubMaticPUBM389,474 shares · 0.1% of their software$6.5MFlat
- JFrogFROG274,123 shares · 0.1% of their software$6.1MFlat
- ProcorePCOR106,850 shares · 0.1% of their software$5.3MFlat
- UiPathPATH388,300 shares · 0.1% of their software · price −$2.2M$4.9MFlat
- SentinelOneS190,300 shares · 0.1% of their software$4.9MFlat
- TeradataTDC154,661 shares · 0.1% of their software · price −$920K$4.8MFlat
- Commerce.com, Inc.CMRC321,371 shares · 0.1% of their software$4.8MFlat
- QualysQLYS32,577 shares · 0.1% of their software$4.5MFlat
- Lyft, Inc.LYFT335,900 shares · 0.1% of their software$4.4MFlat
- AppLovinAPP224,216 shares · 0.1% of their software · price −$3.4M$4.4M−$705K
- Shift4 Payments, Inc.FOUR96,840 shares · 0.1% of their software · price +$1.1M$4.3MFlat
- WixWIX52,376 shares · 0.1% of their software · price +$664K$4.1MFlat
- Global-EGLBE143,575 shares · 0.1% of their software · price +$946K$3.8M+$554K
- Euronet Worldwide, Inc.EEFT50,401 shares · 0.1% of their software · price −$1.3M$3.8M−$2.1M
- Radware Ltd.RDWR163,326 shares · 0.0% of their software$3.6MFlat
- RingCentralRNG88,354 shares · 0.0% of their software · price −$1.1M$3.5MFlat
- VertexVERX252,837 shares · 0.0% of their software · price +$592K$3.5M+$631K
- ePlus inc.PLUS82,697 shares · 0.0% of their software · price −$958K$3.4MFlat
- DigitalOceanDOCN90,948 shares · 0.0% of their software$3.3M−$2.9M
- CertaraCERT246,962 shares · 0.0% of their software · price −$2.0M$3.3MFlat
- A10 Networks, Inc.ATEN237,130 shares · 0.0% of their software$3.1MFlat
- FreshworksFRSH232,398 shares · 0.0% of their software$3.0MFlat
- DoximityDOCS96,600 shares · 0.0% of their software$2.9MFlat
- AsanaASAN128,227 shares · 0.0% of their software · price +$596K$2.9M+$1.3M
- TenableTENB78,992 shares · 0.0% of their software · price −$838K$2.7M−$1.3M
- DescartesDSGX38,045 shares · 0.0% of their software$2.4MFlat
- Clearwater AnalyticsCWAN140,459 shares · 0.0% of their software$2.4MNew
- VaronisVRNS80,097 shares · 0.0% of their software$2.1M−$1.5M
- Alight, Inc.ALIT286,875 shares · 0.0% of their software$2.1MFlat
- EVERTEC, Inc.EVTC60,973 shares · 0.0% of their software$1.9MFlat
- ProgressPRGS44,106 shares · 0.0% of their software$1.9MFlat
- StoneCo Ltd.STNE196,018 shares · 0.0% of their software$1.9MFlat
- PAR Technology CorporationPAR58,173 shares · 0.0% of their software$1.7MFlat
- CommvaultCVLT32,304 shares · 0.0% of their software$1.7MFlat
- DuolingoDUOL17,600 shares · 0.0% of their software$1.7MFlat
- Cognyte Software Ltd.CGNT408,200 shares · 0.0% of their software$1.6MFlat
- PagSeguro Digital Ltd.PAGS123,722 shares · 0.0% of their software$1.6M−$2.2M
- Zeta GlobalZETA241,897 shares · 0.0% of their software · price +$506K$1.6MFlat
- NetScout Systems, Inc.NTCT50,641 shares · 0.0% of their software$1.6MFlat
- Consensus Cloud Solutions, Inc.CCSI33,494 shares · 0.0% of their software$1.6MFlat
- CCC Intelligent Solutions Holdings Inc.CCC171,524 shares · 0.0% of their software$1.6MFlat
- Thryv Holdings, Inc.THRY67,640 shares · 0.0% of their software$1.5M+$632K
- Strategy IncMSTR7,065 shares · 0.0% of their software$1.5MFlat
- PegasystemsPEGA43,527 shares · 0.0% of their software · price −$683K$1.4MFlat
- LiveRamp Holdings, Inc.RAMP76,904 shares · 0.0% of their software · price −$588K$1.4M−$3.8M
- PagerDutyPD60,353 shares · 0.0% of their software$1.4MFlat
- Digital TurbineAPPS93,253 shares · 0.0% of their software$1.3MFlat
- Definitive HealthcareDH83,160 shares · 0.0% of their software · price −$615K$1.3MFlat
- InterDigital, Inc.IDCC31,797 shares · 0.0% of their software · price −$648K$1.3MFlat
- PhreesiaPHR50,368 shares · 0.0% of their software$1.3MFlat
- AppianAPPN30,421 shares · 0.0% of their software$1.2MFlat
- MagniteMGNI165,081 shares · 0.0% of their software$1.1MFlat
- Upbound Group, Inc.UPBD61,695 shares · 0.0% of their software$1.1MFlat
- Clear Secure, Inc.YOU46,031 shares · 0.0% of their software$1.1MFlat
- SchrödingerSDGR41,485 shares · 0.0% of their software$1.0MFlat
- Endava plcDAVA12,121 shares · 0.0% of their software$977KFlat
- FlywireFLYW42,310 shares · 0.0% of their software$971KFlat
- Payoneer Global Inc.PAYO152,354 shares · 0.0% of their software$922KFlat
- CourseraCOUR79,126 shares · 0.0% of their software$853KFlat
- Donnelley Financial Solutions, Inc.DFIN20,754 shares · 0.0% of their software$767KFlat
- DomoDOMO42,280 shares · 0.0% of their software$761K—
- Health CatalystHCAT77,717 shares · 0.0% of their software$754KFlat
- Cerence Inc.CRNC47,430 shares · 0.0% of their software$747KFlat
- Remitly Global, Inc.RELY65,418 shares · 0.0% of their software$727KFlat
- FastlyFSLY77,600 shares · 0.0% of their software$711KFlat
- monday.comMNDY5,973 shares · 0.0% of their software$677KNew · +$616K
- SoundThinking, Inc.SSTI22,159 shares · 0.0% of their software$637KFlat
- AmplitudeAMPL39,400 shares · 0.0% of their software$610KFlat
- C3.aiAI48,697 shares · 0.0% of their software$609KFlat
- Simulations PlusSLP12,200 shares · 0.0% of their software$592KFlat
- PDF Solutions, Inc.PDFS22,000 shares · 0.0% of their software$540KFlat
- International Money Express, Inc.IMXI23,344 shares · 0.0% of their software$532KFlat
- Repay Holdings CorporationRPAY68,684 shares · 0.0% of their software$485KFlat
- N-ableNABL48,134 shares · 0.0% of their software$444KFlat
- YextYEXT98,413 shares · 0.0% of their software$439KFlat
- AlkamiALKT24,822 shares · 0.0% of their software$374KFlat
- AvePointAVPT90,820 shares · 0.0% of their software$364KFlat
- Telos CorporationTLS34,276 shares · 0.0% of their software$305KFlat
- i3 Verticals, Inc.IIIV14,898 shares · 0.0% of their software$298KFlat
- Blend Labs, Inc.BLND130,700 shares · 0.0% of their software$289KFlat
- Daily Journal CorporationDJCO1,111 shares · 0.0% of their software$285KFlat
- Mitek Systems, Inc.MITK29,076 shares · 0.0% of their software$266KFlat
- 8x8EGHT76,736 shares · 0.0% of their software$265KFlat
- Tucows Inc.TCX7,086 shares · 0.0% of their software$265KFlat
- Intapp, Inc.INTA13,027 shares · 0.0% of their software$243KFlat
- OneSpan Inc.OSPN24,894 shares · 0.0% of their software$214KFlat
- LightspeedLSPD11,676 shares · 0.0% of their software$205K−$2.6M
- Bandwidth Inc.BAND16,503 shares · 0.0% of their software$196KFlat
- SmartRent, Inc.SMRT84,114 shares · 0.0% of their software$191KFlat
- Ooma, Inc.OOMA15,008 shares · 0.0% of their software$185KFlat
- EverCommerceEVCM15,916 shares · 0.0% of their software$174KFlat
- DHI Group, Inc.DHX29,900 shares · 0.0% of their software$161KFlat
- Rackspace Technology, Inc.RXT37,409 shares · 0.0% of their software$153KFlat
- Rimini Street, Inc.RMNI29,373 shares · 0.0% of their software$137KFlat
- CS Disco, Inc.LAW13,384 shares · 0.0% of their software$134KFlat
- Red Violet, Inc.RDVT6,587 shares · 0.0% of their software$114KFlat
- SAPSAP1,301 shares · 0.0% of their software$106K−$2.6M
- Veritone, Inc.VERI18,677 shares · 0.0% of their software$105KFlat
- Ribbon Communications Inc.RBBN44,880 shares · 0.0% of their software$100KFlat
- Nerdy Inc.NRDY39,400 shares · 0.0% of their software$83KFlat
- eGain CorporationEGAN10,390 shares · 0.0% of their software$76KFlat
- NextNav Inc.NN25,200 shares · 0.0% of their software$68KFlat
- SamsaraIOT4,215 shares · 0.0% of their software$51KNew · Flat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$23KFlat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$20KFlat
- Grab Holdings LimitedGRAB7,189 shares · 0.0% of their software$19KNew · Flat
- Materialise NVMTLS1,572 shares · 0.0% of their software$17KNew · Flat