Generalist · Albany, NY
New York State Common Retirement Fund
Q4 2022 · compared with Q3 2022
- Software
- $7.6B
- Weight of 13F
- 10.4%
- Names
- 195
- Net bought
- +$41.5M
Filed 30 January 2023 · SEC filing.
3,166 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
- MicrosoftMSFT14,246,289 shares · 45.0% of their software · price +$98.6M$3.4BFlat
- AdobeADBE893,758 shares · 4.0% of their software · price +$54.8M$301M−$7.0M
- OracleORCL2,919,607 shares · 3.1% of their software · price +$60.3M$239M+$1.8M
- SalesforceCRM1,793,190 shares · 3.1% of their software · price −$20.2M$238M−$16.2M
- Automatic Data Processing, Inc.ADP829,825 shares · 2.6% of their software · price +$10.5M$198MFlat
- IntuitINTU503,015 shares · 2.6% of their software · price +$956K$196M+$5.2M
- Fiserv, Inc.FISV1,489,857 shares · 2.0% of their software · price +$11.2M$151MFlat
- ServiceNowNOW363,925 shares · 1.9% of their software · price +$3.9M$141M+$2.1M
- VeevaVEEV570,602 shares · 1.2% of their software · price −$2.0M$92.1M−$9.8M
- Palo Alto NetworksPANW652,191 shares · 1.2% of their software · price −$15.8M$91.0M−$3.4M
- PaycomPAYC277,655 shares · 1.1% of their software · price −$5.5M$86.2MFlat
- Roper Technologies, Inc.ROP193,071 shares · 1.1% of their software · price +$14.0M$83.4M+$696K
- Tyler TechnologiesTYL257,549 shares · 1.1% of their software · price −$6.5M$83.0M+$2.2M
- SynopsysSNPS259,093 shares · 1.1% of their software · price +$3.6M$82.7M+$1.3M
- Uber Technologies, Inc.UBER3,288,927 shares · 1.1% of their software · price −$5.8M$81.3M−$1.6M
- AutodeskADSK426,149 shares · 1.0% of their software$79.6M+$2.3M
- SnowflakeSNOW540,497 shares · 1.0% of their software · price −$14.3M$77.6M+$11.9M
- Paychex, Inc.PAYX579,325 shares · 0.9% of their software · price +$1.9M$66.9M+$663K
- Block, Inc.XYZ1,011,313 shares · 0.8% of their software · price +$7.9M$63.6MFlat
- CadenceCDNS392,537 shares · 0.8% of their software · price −$1.1M$63.1M−$2.8M
- DatadogDDOG826,524 shares · 0.8% of their software · price −$12.6M$60.8M+$6.7M
- AtlassianTEAM445,580 shares · 0.8% of their software · price −$36.5M$57.3MNew · +$93.8M
- FortinetFTNT1,160,751 shares · 0.7% of their software$56.7MFlat
- WorkdayWDAY339,012 shares · 0.7% of their software · price +$5.1M$56.7M+$1.2M
- Manhattan AssociatesMANH459,395 shares · 0.7% of their software · price −$5.3M$55.8M−$1.9M
- Amdocs LimitedDOX542,784 shares · 0.7% of their software · price +$6.2M$49.3MFlat
- AppFolioAPPF442,363 shares · 0.6% of their software$46.6MFlat
- GuidewireGWRE732,808 shares · 0.6% of their software · price +$718K$45.8M+$4.2M
- CoStarCSGP569,538 shares · 0.6% of their software · price +$4.3M$44.0M+$3.4M
- PTCPTC350,046 shares · 0.6% of their software · price +$5.4M$42.0M−$6.6M
- GoDaddyGDDY556,801 shares · 0.5% of their software · price +$2.2M$41.7M+$637K
- Alarm.com Holdings, Inc.ALRM820,418 shares · 0.5% of their software · price −$12.6M$40.6M−$2.3M
- Check PointCHKP319,074 shares · 0.5% of their software · price +$4.5M$40.3M+$1.7M
- HubSpotHUBS137,446 shares · 0.5% of their software · price +$2.6M$39.7M+$1.8M
- NutanixNTNX1,513,973 shares · 0.5% of their software · price +$7.9M$39.4M−$7.5M
- VeriskVRSK210,055 shares · 0.5% of their software · price +$1.2M$37.1MFlat
- F5, Inc.FFIV249,206 shares · 0.5% of their software$35.8MFlat
- BlackLineBL496,984 shares · 0.4% of their software · price +$3.7M$33.4M+$1.1M
- TwilioTWLO620,761 shares · 0.4% of their software · price −$12.5M$30.4M+$2.1M
- VeriSign, Inc.VRSN141,397 shares · 0.4% of their software · price +$4.5M$29.0MFlat
- ShopifySHOP823,662 shares · 0.4% of their software · price +$6.4M$28.6M−$15.4M
- Sabre CorporationSABR4,614,715 shares · 0.4% of their software · price +$4.8M$28.5M+$1.3M
- BoxBOX884,094 shares · 0.4% of their software · price +$6.0M$27.5MFlat
- MongoDBMDB128,221 shares · 0.3% of their software$25.2MFlat
- FactSetFDS62,200 shares · 0.3% of their software$25.0M+$2.3M
- CrowdStrikeCRWD234,425 shares · 0.3% of their software · price −$14.0M$24.7M+$941K
- BroadridgeBR177,515 shares · 0.3% of their software · price −$1.8M$23.8M+$873K
- WorkivaWK280,863 shares · 0.3% of their software · price +$1.7M$23.6M+$5.3M
- The Trade DeskTTD515,563 shares · 0.3% of their software · price −$7.7M$23.1MFlat
- MorningstarMORN97,388 shares · 0.3% of their software$21.1M−$2.5M
- TrimbleTRMB406,166 shares · 0.3% of their software · price −$1.5M$20.5M−$8.0M
- Fair IsaacFICO31,712 shares · 0.3% of their software · price +$5.9M$19.0M−$1.2M
- ZoomZM273,762 shares · 0.2% of their software · price −$1.6M$18.5MFlat
- AkamaiAKAM217,788 shares · 0.2% of their software · price +$867K$18.4M−$956K
- NICENICE93,110 shares · 0.2% of their software$17.9M−$1.2M
- NetApp, Inc.NTAP273,224 shares · 0.2% of their software$16.4M+$601K
- ZscalerZS146,131 shares · 0.2% of their software · price −$7.7M$16.4M+$9.5M
- Q2QTWO596,716 shares · 0.2% of their software · price −$3.2M$16.0M−$9.1M
- Bentley SystemsBSY429,840 shares · 0.2% of their software · price +$2.7M$15.9M+$1.3M
- Gen DigitalGEN735,503 shares · 0.2% of their software · price +$949K$15.8MFlat
- nCinoNCNO584,095 shares · 0.2% of their software · price −$4.5M$15.4M+$4.0M
- ACI WorldwideACIW665,261 shares · 0.2% of their software · price +$1.4M$15.3MFlat
- ToastTOST838,133 shares · 0.2% of their software · price +$1.1M$15.1M−$3.8M
- CloudflareNET326,784 shares · 0.2% of their software · price −$3.3M$14.8MFlat
- SS&CSSNC274,192 shares · 0.2% of their software · price +$1.2M$14.3M+$1.3M
- BlackbaudBLKB236,196 shares · 0.2% of their software · price +$3.5M$13.9MFlat
- ZoomInfoZI449,217 shares · 0.2% of their software$13.5M—
- BILLBILL118,177 shares · 0.2% of their software · price −$2.8M$12.9M−$4.5M
- Agilysys, Inc.AGYS159,629 shares · 0.2% of their software · price +$3.8M$12.6M−$1.1M
- PalantirPLTR1,939,758 shares · 0.2% of their software · price −$3.3M$12.5MFlat
- DocuSignDOCU217,169 shares · 0.2% of their software$12.0M+$585K
- DoubleVerifyDV529,474 shares · 0.2% of their software · price −$2.9M$11.6M+$2.6M
- OktaOKTA159,014 shares · 0.1% of their software · price +$1.8M$10.9M+$1.8M
- Calix, Inc.CALX152,621 shares · 0.1% of their software · price +$1.1M$10.4M+$932K
- GitLabGTLB221,860 shares · 0.1% of their software · price −$1.3M$10.1MFlat
- DropboxDBX438,377 shares · 0.1% of their software · price +$728K$9.8M+$731K
- WEX Inc.WEX57,766 shares · 0.1% of their software · price +$2.1M$9.5M−$5.4M
- PaylocityPCTY47,592 shares · 0.1% of their software · price −$2.3M$9.2M−$2.8M
- DynatraceDT231,282 shares · 0.1% of their software · price +$807K$8.9MFlat
- SPS CommerceSPSC68,071 shares · 0.1% of their software$8.7MFlat
- Sprout SocialSPT146,279 shares · 0.1% of their software · price −$617K$8.3M−$2.7M
- UnityU255,195 shares · 0.1% of their software · price −$834K$7.3M+$1.3M
- RingCentralRNG198,755 shares · 0.1% of their software · price −$906K$7.0M+$4.4M
- Clearwater AnalyticsCWAN367,306 shares · 0.1% of their software$6.9M—
- Five9FIVN98,080 shares · 0.1% of their software · price −$698K$6.7M+$664K
- Shift4 Payments, Inc.FOUR118,331 shares · 0.1% of their software · price +$1.3M$6.6M+$959K
- JFrogFROG274,123 shares · 0.1% of their software$5.8MFlat
- ProcorePCOR112,549 shares · 0.1% of their software$5.3MFlat
- ElasticESTC99,683 shares · 0.1% of their software · price −$2.0M$5.1MFlat
- PubMaticPUBM389,460 shares · 0.1% of their software · price −$1.5M$5.0MFlat
- UiPathPATH388,300 shares · 0.1% of their software$4.9MFlat
- TeradataTDC144,640 shares · 0.1% of their software$4.9MFlat
- Euronet Worldwide, Inc.EEFT50,359 shares · 0.1% of their software · price +$938K$4.8MFlat
- WixWIX55,689 shares · 0.1% of their software$4.3MFlat
- ePlus inc.PLUS94,740 shares · 0.1% of their software$4.2M+$500K
- CertaraCERT242,693 shares · 0.1% of their software · price +$677K$3.9MFlat
- VertexVERX267,265 shares · 0.1% of their software$3.9MFlat
- PagerDutyPD145,226 shares · 0.1% of their software · price +$507K$3.9M+$2.0M
- DoximityDOCS113,400 shares · 0.1% of their software$3.8M+$508K
- Lyft, Inc.LYFT335,900 shares · 0.0% of their software · price −$722K$3.7MFlat
- QualysQLYS32,555 shares · 0.0% of their software · price −$884K$3.7MFlat
- FreshworksFRSH246,161 shares · 0.0% of their software$3.6MFlat
- A10 Networks, Inc.ATEN199,824 shares · 0.0% of their software · price +$671K$3.3MFlat
- Radware Ltd.RDWR161,593 shares · 0.0% of their software$3.2MFlat
- Clear Secure, Inc.YOU116,233 shares · 0.0% of their software · price +$531K$3.2M+$1.6M
- TenableTENB81,578 shares · 0.0% of their software$3.1MFlat
- AppLovinAPP278,483 shares · 0.0% of their software · price −$2.5M$2.9M+$1.1M
- Endava plcDAVA37,816 shares · 0.0% of their software$2.9M+$2.1M
- Global-EGLBE134,914 shares · 0.0% of their software · price −$826K$2.8MFlat
- SentinelOneS190,300 shares · 0.0% of their software · price −$2.1M$2.8MFlat
- MagniteMGNI259,300 shares · 0.0% of their software · price +$1.0M$2.7M+$619K
- DescartesDSGX38,045 shares · 0.0% of their software$2.7MFlat
- Alight, Inc.ALIT301,374 shares · 0.0% of their software$2.5MFlat
- monday.comMNDY20,357 shares · 0.0% of their software$2.5M+$1.6M
- ProgressPRGS42,756 shares · 0.0% of their software$2.2MFlat
- Zeta GlobalZETA258,022 shares · 0.0% of their software$2.1MFlat
- CommvaultCVLT32,286 shares · 0.0% of their software$2.0MFlat
- EVERTEC, Inc.EVTC60,971 shares · 0.0% of their software$2.0MFlat
- VaronisVRNS80,123 shares · 0.0% of their software$1.9MFlat
- LiveRamp Holdings, Inc.RAMP80,366 shares · 0.0% of their software$1.9MFlat
- StoneCo Ltd.STNE195,886 shares · 0.0% of their software$1.8MFlat
- PhreesiaPHR54,709 shares · 0.0% of their software$1.8MFlat
- InterDigital, Inc.IDCC34,160 shares · 0.0% of their software$1.7MFlat
- NetScout Systems, Inc.NTCT50,581 shares · 0.0% of their software$1.6MFlat
- Digital TurbineAPPS106,134 shares · 0.0% of their software$1.6MFlat
- CCC Intelligent Solutions Holdings Inc.CCC171,409 shares · 0.0% of their software$1.5MFlat
- PegasystemsPEGA42,802 shares · 0.0% of their software$1.5MFlat
- Rapid7RPD42,167 shares · 0.0% of their software$1.4M−$4.8M
- Thryv Holdings, Inc.THRY71,520 shares · 0.0% of their software$1.4MFlat
- Consensus Cloud Solutions, Inc.CCSI25,124 shares · 0.0% of their software$1.4MFlat
- DigitalOceanDOCN52,566 shares · 0.0% of their software · price −$562K$1.3M−$1.4M
- DuolingoDUOL17,599 shares · 0.0% of their software$1.3MFlat
- PagSeguro Digital Ltd.PAGS136,662 shares · 0.0% of their software · price −$614K$1.2MFlat
- Adeia Inc.ADEA124,189 shares · 0.0% of their software$1.2MNew · +$763K
- Strategy IncMSTR7,459 shares · 0.0% of their software · price −$527K$1.1MFlat
- FlywireFLYW42,277 shares · 0.0% of their software$1.0MFlat
- CourseraCOUR86,670 shares · 0.0% of their software$1.0MFlat
- AppianAPPN30,412 shares · 0.0% of their software$990KFlat
- Health CatalystHCAT92,723 shares · 0.0% of their software$986KFlat
- Definitive HealthcareDH88,229 shares · 0.0% of their software$970KFlat
- Upbound Group, Inc.UPBD37,157 shares · 0.0% of their software$838KFlat
- Payoneer Global Inc.PAYO150,400 shares · 0.0% of their software$823KFlat
- Remitly Global, Inc.RELY70,237 shares · 0.0% of their software$804KFlat
- Donnelley Financial Solutions, Inc.DFIN20,719 shares · 0.0% of their software$801KFlat
- SchrödingerSDGR41,463 shares · 0.0% of their software$775KFlat
- AsanaASAN55,404 shares · 0.0% of their software$763K−$1.6M
- Xperi Inc.XPER82,650 shares · 0.0% of their software · price −$1.4M$712KNew · +$2.1M
- SoundThinking, Inc.SSTI20,854 shares · 0.0% of their software$705KFlat
- YextYEXT98,250 shares · 0.0% of their software$642KFlat
- FastlyFSLY77,600 shares · 0.0% of their software$636KFlat
- PDF Solutions, Inc.PDFS22,000 shares · 0.0% of their software$627KFlat
- DomoDOMO39,998 shares · 0.0% of their software$570K—
- International Money Express, Inc.IMXI23,328 shares · 0.0% of their software$569KFlat
- C3.aiAI48,654 shares · 0.0% of their software$544KFlat
- PAR Technology CorporationPAR19,721 shares · 0.0% of their software$514K−$1.1M
- Cerence Inc.CRNC27,326 shares · 0.0% of their software$506KFlat
- N-ableNABL48,082 shares · 0.0% of their software$494KFlat
- Repay Holdings CorporationRPAY61,355 shares · 0.0% of their software$494KFlat
- AmplitudeAMPL39,383 shares · 0.0% of their software$476KFlat
- Simulations PlusSLP12,200 shares · 0.0% of their software$446KFlat
- Commerce.com, Inc.CMRC44,828 shares · 0.0% of their software$392K−$4.1M
- Bandwidth Inc.BAND16,482 shares · 0.0% of their software$378KFlat
- 8x8EGHT87,388 shares · 0.0% of their software$378K—
- AvePointAVPT90,770 shares · 0.0% of their software$373KFlat
- AlkamiALKT24,798 shares · 0.0% of their software$362KFlat
- i3 Verticals, Inc.IIIV14,890 shares · 0.0% of their software$362KFlat
- Intapp, Inc.INTA13,018 shares · 0.0% of their software$325KFlat
- Mitek Systems, Inc.MITK29,048 shares · 0.0% of their software$281KFlat
- Paysafe LimitedPSFE20,065 shares · 0.0% of their software$279KNew · Flat
- Daily Journal CorporationDJCO1,110 shares · 0.0% of their software$278KFlat
- OneSpan Inc.OSPN24,861 shares · 0.0% of their software$278KFlat
- Tucows Inc.TCX7,084 shares · 0.0% of their software$240KFlat
- Ooma, Inc.OOMA14,994 shares · 0.0% of their software$204KFlat
- SmartRent, Inc.SMRT84,049 shares · 0.0% of their software$204KFlat
- SAPSAP1,968 shares · 0.0% of their software$203KFlat
- Blend Labs, Inc.BLND130,738 shares · 0.0% of their software$188KFlat
- LightspeedLSPD12,283 shares · 0.0% of their software$176KFlat
- Telos CorporationTLS34,248 shares · 0.0% of their software$174KFlat
- DHI Group, Inc.DHX29,841 shares · 0.0% of their software$158KFlat
- Red Violet, Inc.RDVT6,583 shares · 0.0% of their software$152KFlat
- Ribbon Communications Inc.RBBN44,780 shares · 0.0% of their software$125KFlat
- EverCommerceEVCM15,905 shares · 0.0% of their software$118KFlat
- Rimini Street, Inc.RMNI29,351 shares · 0.0% of their software$112KFlat
- Rackspace Technology, Inc.RXT37,442 shares · 0.0% of their software$110KFlat
- Veritone, Inc.VERI18,655 shares · 0.0% of their software$99KFlat
- eGain CorporationEGAN10,386 shares · 0.0% of their software$94KFlat
- Nerdy Inc.NRDY39,400 shares · 0.0% of their software$89KFlat
- CS Disco, Inc.LAW13,402 shares · 0.0% of their software$85KFlat
- SamsaraIOT6,307 shares · 0.0% of their software$78KFlat
- NextNav Inc.NN25,366 shares · 0.0% of their software$74KFlat
- Materialise NVMTLS7,853 shares · 0.0% of their software$69KFlat
- Sportradar Group AGSRAD5,727 shares · 0.0% of their software$57KNew · Flat
- Grab Holdings LimitedGRAB9,313 shares · 0.0% of their software$30KFlat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$27KFlat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$19KFlat