Generalist · Albany, NY
New York State Common Retirement Fund
Q1 2023 · compared with Q4 2022
- Software
- $8.6B
- Weight of 13F
- 11.6%
- Names
- 195
- Net bought
- −$242M
Filed 2 May 2023 · SEC filing.
3,140 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
- MicrosoftMSFT13,702,271 shares · 45.9% of their software · price +$664M$4.0B−$130M
- SalesforceCRM1,723,583 shares · 4.0% of their software · price +$116M$344M−$9.2M
- AdobeADBE841,310 shares · 3.8% of their software · price +$41.1M$324M−$17.7M
- OracleORCL2,777,857 shares · 3.0% of their software · price +$31.1M$258M−$11.6M
- IntuitINTU495,572 shares · 2.6% of their software · price +$28.1M$221M−$2.9M
- Automatic Data Processing, Inc.ADP792,803 shares · 2.1% of their software · price −$12.9M$177M−$8.8M
- Fiserv, Inc.FISV1,439,143 shares · 1.9% of their software · price +$17.2M$163M−$5.1M
- ServiceNowNOW342,291 shares · 1.8% of their software · price +$26.2M$159M−$8.4M
- Palo Alto NetworksPANW651,522 shares · 1.5% of their software · price +$39.2M$130MFlat
- SynopsysSNPS284,186 shares · 1.3% of their software · price +$19.0M$110M+$8.0M
- VeevaVEEV575,948 shares · 1.2% of their software · price +$12.9M$106MFlat
- Uber Technologies, Inc.UBER3,147,530 shares · 1.2% of their software · price +$21.9M$99.8M−$3.5M
- Tyler TechnologiesTYL269,435 shares · 1.1% of their software · price +$8.7M$95.6M+$3.8M
- CadenceCDNS408,979 shares · 1.0% of their software · price +$20.2M$85.9M+$2.6M
- AutodeskADSK401,479 shares · 1.0% of their software · price +$8.5M$83.6M−$4.6M
- PaycomPAYC274,272 shares · 1.0% of their software · price −$1.7M$83.4M−$1.0M
- Roper Technologies, Inc.ROP182,178 shares · 0.9% of their software · price +$1.6M$80.3M−$4.7M
- SnowflakeSNOW515,497 shares · 0.9% of their software · price +$5.5M$79.5M−$3.6M
- AtlassianTEAM430,915 shares · 0.9% of their software · price +$18.3M$73.8M−$1.9M
- WorkdayWDAY324,390 shares · 0.8% of their software · price +$12.7M$67.0M−$2.4M
- Paychex, Inc.PAYX565,842 shares · 0.8% of their software · price −$549K$64.8M−$1.6M
- Block, Inc.XYZ932,241 shares · 0.7% of their software · price +$5.4M$64.0M−$5.0M
- Manhattan AssociatesMANH403,358 shares · 0.7% of their software · price +$13.5M$62.5M−$6.8M
- DatadogDDOG859,221 shares · 0.7% of their software · price −$722K$62.4M+$2.4M
- GuidewireGWRE758,888 shares · 0.7% of their software · price +$14.8M$62.3M+$1.6M
- HubSpotHUBS139,635 shares · 0.7% of their software · price +$19.5M$59.9M+$633K
- FortinetFTNT842,205 shares · 0.7% of their software · price +$14.8M$56.0M−$15.6M
- AppFolioAPPF438,530 shares · 0.6% of their software · price +$8.4M$54.6MFlat
- Amdocs LimitedDOX535,866 shares · 0.6% of their software · price +$2.7M$51.5M−$629K
- GoDaddyGDDY592,917 shares · 0.5% of their software · price +$1.7M$46.1M+$2.7M
- Check PointCHKP333,254 shares · 0.5% of their software · price +$1.3M$43.3M+$1.8M
- TwilioTWLO626,435 shares · 0.5% of their software · price +$11.1M$41.7MFlat
- Alarm.com Holdings, Inc.ALRM810,823 shares · 0.5% of their software · price +$649K$40.8MFlat
- ShopifySHOP837,182 shares · 0.5% of their software · price +$11.1M$40.1MFlat
- VeriskVRSK204,855 shares · 0.5% of their software · price +$3.2M$39.3M−$917K
- PTCPTC302,554 shares · 0.5% of their software · price +$2.5M$38.8M−$5.7M
- CoStarCSGP558,412 shares · 0.4% of their software · price −$4.7M$38.4M−$860K
- F5, Inc.FFIV254,111 shares · 0.4% of their software · price +$554K$37.0M+$704K
- NutanixNTNX1,401,316 shares · 0.4% of their software$36.4M−$2.9M
- MongoDBMDB142,198 shares · 0.4% of their software · price +$5.2M$33.1M+$2.8M
- WorkivaWK318,525 shares · 0.4% of their software · price +$5.9M$32.6M+$3.2M
- CrowdStrikeCRWD232,625 shares · 0.4% of their software · price +$7.4M$31.9MFlat
- The Trade DeskTTD498,063 shares · 0.4% of their software · price +$8.0M$30.3M−$785K
- VeriSign, Inc.VRSN135,097 shares · 0.3% of their software · price +$796K$28.6M−$1.3M
- BlackLineBL391,009 shares · 0.3% of their software$26.3M−$7.1M
- BroadridgeBR174,221 shares · 0.3% of their software · price +$2.2M$25.5MFlat
- FactSetFDS60,700 shares · 0.3% of their software · price +$843K$25.2M−$602K
- NICENICE106,693 shares · 0.3% of their software · price +$3.9M$24.4M+$2.6M
- BoxBOX860,133 shares · 0.3% of their software · price −$3.7M$23.0M−$746K
- TrimbleTRMB409,996 shares · 0.2% of their software · price +$763K$21.5MFlat
- Fair IsaacFICO28,714 shares · 0.2% of their software · price +$3.0M$20.2M−$1.8M
- CloudflareNET318,784 shares · 0.2% of their software · price +$5.2M$19.7MFlat
- ZoomZM258,299 shares · 0.2% of their software · price +$1.6M$19.1M−$1.0M
- Bentley SystemsBSY429,132 shares · 0.2% of their software · price +$2.6M$18.4MFlat
- nCinoNCNO694,317 shares · 0.2% of their software · price −$1.2M$17.2M+$2.9M
- Sabre CorporationSABR3,972,995 shares · 0.2% of their software · price −$7.5M$17.0M−$4.0M
- ACI WorldwideACIW629,261 shares · 0.2% of their software · price +$2.5M$17.0M−$828K
- AkamaiAKAM212,388 shares · 0.2% of their software · price −$1.3M$16.6MFlat
- DoubleVerifyDV537,205 shares · 0.2% of their software · price +$4.4M$16.2MFlat
- PalantirPLTR1,904,258 shares · 0.2% of their software · price +$3.9M$16.1MFlat
- NetApp, Inc.NTAP248,931 shares · 0.2% of their software · price +$943K$15.9M−$1.5M
- Shift4 Payments, Inc.FOUR204,382 shares · 0.2% of their software · price +$4.1M$15.5M+$4.8M
- ZscalerZS131,910 shares · 0.2% of their software · price +$650K$15.4M−$1.6M
- Q2QTWO604,435 shares · 0.2% of their software · price −$1.4M$14.9MFlat
- ToastTOST785,385 shares · 0.2% of their software$13.9M−$951K
- OktaOKTA154,714 shares · 0.2% of their software · price +$2.8M$13.3MFlat
- SS&CSSNC231,997 shares · 0.2% of their software · price +$1.0M$13.1M−$2.2M
- GitLabGTLB373,786 shares · 0.1% of their software · price −$4.2M$12.8M+$6.9M
- BlackbaudBLKB180,125 shares · 0.1% of their software · price +$1.9M$12.5M−$3.3M
- monday.comMNDY85,899 shares · 0.1% of their software · price +$1.8M$12.3M+$8.0M
- DocuSignDOCU203,539 shares · 0.1% of their software · price +$586K$11.9M−$755K
- SPS CommerceSPSC77,201 shares · 0.1% of their software · price +$1.8M$11.8M+$1.2M
- Agilysys, Inc.AGYS134,672 shares · 0.1% of their software$11.1M−$2.0M
- MorningstarMORN54,362 shares · 0.1% of their software · price −$737K$11.0M−$9.3M
- Sprout SocialSPT180,630 shares · 0.1% of their software · price +$798K$11.0M+$1.9M
- Gen DigitalGEN610,708 shares · 0.1% of their software · price −$2.6M$10.5M−$2.7M
- DynatraceDT247,161 shares · 0.1% of their software · price +$989K$10.5M+$608K
- WEX Inc.WEX55,803 shares · 0.1% of their software · price +$1.1M$10.3MFlat
- DropboxDBX442,293 shares · 0.1% of their software$9.6MFlat
- WixWIX89,539 shares · 0.1% of their software · price +$2.1M$8.9M+$2.6M
- PaylocityPCTY44,942 shares · 0.1% of their software$8.9M−$515K
- BILLBILL108,615 shares · 0.1% of their software · price −$3.0M$8.8M−$1.0M
- Clearwater AnalyticsCWAN545,093 shares · 0.1% of their software$8.7M—
- RingCentralRNG269,574 shares · 0.1% of their software · price −$1.3M$8.3M+$2.5M
- JFrogFROG413,710 shares · 0.1% of their software · price −$674K$8.2M+$3.0M
- UnityU244,395 shares · 0.1% of their software · price +$941K$7.9MFlat
- Euronet Worldwide, Inc.EEFT69,482 shares · 0.1% of their software · price +$1.2M$7.8M+$1.8M
- Five9FIVN103,343 shares · 0.1% of their software$7.5MFlat
- ProcorePCOR108,549 shares · 0.1% of their software · price +$1.7M$6.8MFlat
- ZoomInfoZI270,174 shares · 0.1% of their software$6.7M—
- UiPathPATH374,800 shares · 0.1% of their software · price +$1.8M$6.6MFlat
- MagniteMGNI704,918 shares · 0.1% of their software · price −$938K$6.5M+$4.7M
- TenableTENB133,103 shares · 0.1% of their software · price +$1.2M$6.3M+$2.0M
- PagerDutyPD173,981 shares · 0.1% of their software · price +$1.5M$6.1M+$764K
- CertaraCERT246,261 shares · 0.1% of their software · price +$2.0M$5.9MFlat
- VertexVERX270,827 shares · 0.1% of their software · price +$1.7M$5.6MFlat
- PubMaticPUBM382,277 shares · 0.1% of their software$5.3MFlat
- ElasticESTC90,507 shares · 0.1% of their software · price +$579K$5.2MFlat
- TeradataTDC129,451 shares · 0.1% of their software · price +$857K$5.2M−$511K
- ePlus inc.PLUS96,340 shares · 0.1% of their software$4.7MFlat
- CCC Intelligent Solutions Holdings Inc.CCC493,717 shares · 0.1% of their software$4.4M+$2.8M
- Global-EGLBE134,914 shares · 0.1% of their software · price +$1.6M$4.3MFlat
- FlywireFLYW146,089 shares · 0.0% of their software · price +$714K$4.3M+$2.5M
- AppLovinAPP229,610 shares · 0.0% of their software · price +$1.2M$3.6M−$515K
- Lyft, Inc.LYFT384,000 shares · 0.0% of their software · price −$672K$3.6M+$530K
- Radware Ltd.RDWR161,593 shares · 0.0% of their software$3.5MFlat
- DoximityDOCS106,900 shares · 0.0% of their software$3.5MFlat
- SamsaraIOT175,470 shares · 0.0% of their software · price +$1.3M$3.5M+$2.1M
- Endava plcDAVA50,775 shares · 0.0% of their software$3.4M+$991K
- QualysQLYS25,400 shares · 0.0% of their software$3.3M−$803K
- SentinelOneS190,777 shares · 0.0% of their software$3.1MFlat
- DescartesDSGX38,045 shares · 0.0% of their software$3.1MFlat
- A10 Networks, Inc.ATEN186,724 shares · 0.0% of their software$2.9MFlat
- Calix, Inc.CALX50,935 shares · 0.0% of their software · price −$756K$2.7M−$7.0M
- Alight, Inc.ALIT265,913 shares · 0.0% of their software$2.4MFlat
- Zeta GlobalZETA210,029 shares · 0.0% of their software · price +$559K$2.3MFlat
- PegasystemsPEGA43,006 shares · 0.0% of their software · price +$612K$2.1MFlat
- PhreesiaPHR62,834 shares · 0.0% of their software$2.0MFlat
- DuolingoDUOL13,308 shares · 0.0% of their software · price +$951K$1.9MFlat
- PagSeguro Digital Ltd.PAGS195,968 shares · 0.0% of their software$1.7M+$518K
- EVERTEC, Inc.EVTC49,363 shares · 0.0% of their software$1.7MFlat
- LiveRamp Holdings, Inc.RAMP75,672 shares · 0.0% of their software$1.7MFlat
- ProgressPRGS27,869 shares · 0.0% of their software$1.6M−$751K
- Strategy IncMSTR5,317 shares · 0.0% of their software · price +$802K$1.6MFlat
- VaronisVRNS57,233 shares · 0.0% of their software$1.5M−$548K
- DigitalOceanDOCN36,910 shares · 0.0% of their software · price +$506K$1.4MFlat
- Rapid7RPD31,110 shares · 0.0% of their software$1.4MFlat
- StoneCo Ltd.STNE145,616 shares · 0.0% of their software$1.4MFlat
- Thryv Holdings, Inc.THRY59,920 shares · 0.0% of their software$1.4MFlat
- NetScout Systems, Inc.NTCT46,755 shares · 0.0% of their software$1.3MFlat
- CommvaultCVLT23,390 shares · 0.0% of their software$1.3M−$559K
- Health CatalystHCAT111,771 shares · 0.0% of their software$1.3MFlat
- Definitive HealthcareDH116,507 shares · 0.0% of their software$1.2MFlat
- InterDigital, Inc.IDCC15,658 shares · 0.0% of their software$1.1M−$915K
- AppianAPPN25,356 shares · 0.0% of their software$1.1MFlat
- Consensus Cloud Solutions, Inc.CCSI32,574 shares · 0.0% of their software · price −$641K$1.1MFlat
- C3.aiAI31,108 shares · 0.0% of their software · price +$696K$1.0MFlat
- FastlyFSLY58,700 shares · 0.0% of their software · price +$562K$1.0MFlat
- Digital TurbineAPPS75,658 shares · 0.0% of their software$935KFlat
- Remitly Global, Inc.RELY53,182 shares · 0.0% of their software$901KFlat
- Clear Secure, Inc.YOU33,845 shares · 0.0% of their software$886K−$2.3M
- AsanaASAN39,130 shares · 0.0% of their software$827KFlat
- SchrödingerSDGR28,377 shares · 0.0% of their software$747KFlat
- Payoneer Global Inc.PAYO115,000 shares · 0.0% of their software$722KFlat
- Adeia Inc.ADEA81,423 shares · 0.0% of their software$721KFlat
- CourseraCOUR60,599 shares · 0.0% of their software$698KFlat
- SoundThinking, Inc.SSTI17,504 shares · 0.0% of their software$688KFlat
- PDF Solutions, Inc.PDFS15,600 shares · 0.0% of their software$661KFlat
- Upbound Group, Inc.UPBD26,314 shares · 0.0% of their software$645KFlat
- Cerence Inc.CRNC20,639 shares · 0.0% of their software$580KFlat
- YextYEXT58,047 shares · 0.0% of their software$558KFlat
- Donnelley Financial Solutions, Inc.DFIN13,314 shares · 0.0% of their software$544KFlat
- N-ableNABL39,477 shares · 0.0% of their software$521KFlat
- 8x8EGHT121,649 shares · 0.0% of their software$507K—
- International Money Express, Inc.IMXI19,019 shares · 0.0% of their software$490KFlat
- PAR Technology CorporationPAR13,735 shares · 0.0% of their software$466KFlat
- DomoDOMO32,441 shares · 0.0% of their software$460K—
- Intapp, Inc.INTA9,725 shares · 0.0% of their software$436KFlat
- Simulations PlusSLP9,700 shares · 0.0% of their software$426KFlat
- AmplitudeAMPL29,983 shares · 0.0% of their software$373KFlat
- OneSpan Inc.OSPN19,161 shares · 0.0% of their software$335KFlat
- i3 Verticals, Inc.IIIV13,289 shares · 0.0% of their software$326KFlat
- Commerce.com, Inc.CMRC34,151 shares · 0.0% of their software$305KFlat
- LightspeedLSPD17,685 shares · 0.0% of their software$268KFlat
- Paysafe LimitedPSFE15,074 shares · 0.0% of their software$260KFlat
- Repay Holdings CorporationRPAY38,355 shares · 0.0% of their software$252KFlat
- SAPSAP1,968 shares · 0.0% of their software$249KFlat
- AlkamiALKT18,219 shares · 0.0% of their software$231KFlat
- Mitek Systems, Inc.MITK24,071 shares · 0.0% of their software$231KFlat
- AvePointAVPT53,364 shares · 0.0% of their software$220KFlat
- Xperi Inc.XPER19,965 shares · 0.0% of their software$218K−$540K
- Daily Journal CorporationDJCO711 shares · 0.0% of their software$203KFlat
- Ooma, Inc.OOMA14,994 shares · 0.0% of their software$188KFlat
- EverCommerceEVCM15,905 shares · 0.0% of their software$168KFlat
- Bandwidth Inc.BAND10,095 shares · 0.0% of their software$153KFlat
- SmartRent, Inc.SMRT57,049 shares · 0.0% of their software$145KFlat
- Tucows Inc.TCX7,092 shares · 0.0% of their software$138KFlat
- Red Violet, Inc.RDVT6,583 shares · 0.0% of their software$116KFlat
- Ribbon Communications Inc.RBBN32,557 shares · 0.0% of their software$111KFlat
- Veritone, Inc.VERI18,683 shares · 0.0% of their software$109KFlat
- CS Disco, Inc.LAW13,402 shares · 0.0% of their software$89KFlat
- Blend Labs, Inc.BLND79,338 shares · 0.0% of their software$79KFlat
- eGain CorporationEGAN10,386 shares · 0.0% of their software$79KFlat
- Sportradar Group AGSRAD5,727 shares · 0.0% of their software$67KFlat
- Materialise NVMTLS7,853 shares · 0.0% of their software$65KFlat
- DHI Group, Inc.DHX13,041 shares · 0.0% of their software$51KFlat
- NextNav Inc.NN25,366 shares · 0.0% of their software$51KFlat
- Nerdy Inc.NRDY9,600 shares · 0.0% of their software$40KFlat
- Rimini Street, Inc.RMNI9,151 shares · 0.0% of their software$38KFlat
- Cellebrite DI Ltd.CLBT5,805 shares · 0.0% of their software$35KNew · Flat
- Grab Holdings LimitedGRAB7,151 shares · 0.0% of their software$22KFlat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$21KFlat
- Telos CorporationTLS8,079 shares · 0.0% of their software$20KFlat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$18KFlat
- Rackspace Technology, Inc.RXT7,042 shares · 0.0% of their software$13KFlat