Generalist · Albany, NY
New York State Common Retirement Fund
Q1 2024 · compared with Q4 2023
- Software
- $10.1B
- Weight of 13F
- 13.4%
- Names
- 214
- Net bought
- −$239M
Filed 7 May 2024 · SEC filing.
3,172 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
- MicrosoftMSFT11,321,989 shares · 47.1% of their software · price +$506M$4.8B−$88.5M
- SalesforceCRM1,351,991 shares · 4.0% of their software · price +$51.4M$407M−$19.4M
- AdobeADBE656,489 shares · 3.3% of their software · price −$60.4M$331M−$44.0M
- OracleORCL2,307,890 shares · 2.9% of their software · price +$46.6M$290M+$3.4M
- IntuitINTU394,664 shares · 2.5% of their software · price +$9.9M$257M−$11.7M
- Uber Technologies, Inc.UBER2,932,674 shares · 2.2% of their software · price +$45.2M$226M+$11.3M
- ServiceNowNOW281,805 shares · 2.1% of their software · price +$15.8M$215M−$4.0M
- SynopsysSNPS337,597 shares · 1.9% of their software · price +$19.1M$193M−$3.7M
- Fiserv, Inc.FISV1,083,734 shares · 1.7% of their software · price +$29.2M$173M−$7.9M
- Automatic Data Processing, Inc.ADP627,755 shares · 1.6% of their software · price +$10.5M$157M−$14.1M
- CadenceCDNS449,610 shares · 1.4% of their software · price +$17.5M$140M−$3.9M
- ShopifySHOP1,496,934 shares · 1.1% of their software · price −$1.1M$116M+$32.4M
- Palo Alto NetworksPANW405,993 shares · 1.1% of their software · price −$4.4M$115M−$10.1M
- Tyler TechnologiesTYL251,890 shares · 1.1% of their software · price +$1.7M$107MFlat
- VeevaVEEV441,732 shares · 1.0% of their software · price +$17.3M$102M−$14.8M
- AutodeskADSK378,473 shares · 1.0% of their software · price +$6.4M$98.6M+$3.9M
- DatadogDDOG776,240 shares · 0.9% of their software · price +$1.7M$95.9M−$6.6M
- GuidewireGWRE725,830 shares · 0.8% of their software · price +$5.6M$84.7MFlat
- Roper Technologies, Inc.ROP149,253 shares · 0.8% of their software · price +$2.3M$83.7M−$2.8M
- WorkdayWDAY294,889 shares · 0.8% of their software · price −$976K$80.4M−$7.3M
- FortinetFTNT1,093,630 shares · 0.7% of their software · price +$10.7M$74.7M+$2.5M
- Manhattan AssociatesMANH289,558 shares · 0.7% of their software · price +$10.1M$72.5M−$955K
- AppFolioAPPF288,659 shares · 0.7% of their software · price +$21.2M$71.2M+$2.3M
- AtlassianTEAM337,280 shares · 0.7% of their software · price −$14.4M$65.8M−$19.3M
- SnowflakeSNOW401,857 shares · 0.6% of their software · price −$15.0M$64.9M−$3.6M
- TrimbleTRMB998,616 shares · 0.6% of their software · price +$11.1M$64.3M+$2.5M
- NutanixNTNX991,110 shares · 0.6% of their software · price +$13.9M$61.2M−$11.0M
- HubSpotHUBS93,972 shares · 0.6% of their software · price +$4.3M$58.9M+$3.1M
- Alarm.com Holdings, Inc.ALRM804,983 shares · 0.6% of their software · price +$6.3M$58.3MFlat
- Amdocs LimitedDOX616,823 shares · 0.6% of their software · price +$1.5M$55.7M+$3.8M
- CrowdStrikeCRWD146,995 shares · 0.5% of their software · price +$9.6M$47.1M−$4.5M
- Paychex, Inc.PAYX383,720 shares · 0.5% of their software · price +$1.4M$47.1M−$11.1M
- PaycomPAYC229,506 shares · 0.5% of their software · price −$1.8M$45.7M−$551K
- Check PointCHKP265,457 shares · 0.4% of their software · price +$3.0M$43.5M−$1.3M
- PTCPTC219,189 shares · 0.4% of their software · price +$3.1M$41.4MFlat
- MongoDBMDB111,513 shares · 0.4% of their software · price −$5.6M$40.0M−$2.0M
- GoDaddyGDDY336,772 shares · 0.4% of their software · price +$4.2M$40.0MFlat
- TwilioTWLO634,401 shares · 0.4% of their software · price −$9.3M$38.8M−$962K
- CoStarCSGP392,635 shares · 0.4% of their software · price +$3.6M$37.9M−$6.5M
- WorkivaWK431,029 shares · 0.4% of their software · price −$7.2M$36.6M−$1.2M
- Block, Inc.XYZ423,938 shares · 0.4% of their software · price +$3.1M$35.9M−$3.7M
- ProcorePCOR395,905 shares · 0.3% of their software · price +$5.1M$32.5M+$14.7M
- Q2QTWO598,182 shares · 0.3% of their software · price +$5.5M$31.4MFlat
- VeriskVRSK133,232 shares · 0.3% of their software$31.4M−$4.2M
- NICENICE116,256 shares · 0.3% of their software · price +$7.1M$30.3M−$5.7M
- PalantirPLTR1,269,703 shares · 0.3% of their software · price +$7.4M$29.2M−$1.4M
- Bentley SystemsBSY534,904 shares · 0.3% of their software$27.9M+$7.8M
- The Trade DeskTTD316,463 shares · 0.3% of their software · price +$4.9M$27.7M−$3.7M
- nCinoNCNO697,117 shares · 0.3% of their software · price +$2.6M$26.1MFlat
- GitLabGTLB432,201 shares · 0.2% of their software · price −$2.0M$25.2M+$2.5M
- Fair IsaacFICO17,665 shares · 0.2% of their software · price +$1.5M$22.1M−$2.6M
- CCC Intelligent Solutions Holdings Inc.CCC1,839,706 shares · 0.2% of their software · price +$1.0M$22.0M+$7.2M
- FactSetFDS47,856 shares · 0.2% of their software · price −$1.1M$21.7M−$1.3M
- CloudflareNET214,814 shares · 0.2% of their software · price +$2.9M$20.8M−$3.3M
- JFrogFROG469,410 shares · 0.2% of their software · price +$4.5M$20.8M+$1.9M
- ACI WorldwideACIW610,680 shares · 0.2% of their software · price +$1.6M$20.3MFlat
- Clearwater AnalyticsCWAN1,140,908 shares · 0.2% of their software$20.2M—
- Shift4 Payments, Inc.FOUR303,455 shares · 0.2% of their software · price −$2.5M$20.0M+$9.9M
- WixWIX142,456 shares · 0.2% of their software · price +$2.1M$19.6MFlat
- DoubleVerifyDV550,773 shares · 0.2% of their software · price −$892K$19.4M−$4.6M
- BroadridgeBR93,347 shares · 0.2% of their software$19.1M−$6.7M
- Corpay, Inc.CPAY59,591 shares · 0.2% of their software · price +$1.5M$18.4MNew · +$16.8M
- VeriSign, Inc.VRSN95,058 shares · 0.2% of their software · price −$1.6M$18.0M−$1.5M
- monday.comMNDY72,431 shares · 0.2% of their software · price +$2.8M$16.4M−$1.4M
- NetApp, Inc.NTAP151,105 shares · 0.2% of their software · price +$2.5M$15.9M−$1.8M
- AkamaiAKAM139,827 shares · 0.2% of their software · price −$1.3M$15.2M−$1.7M
- Agilysys, Inc.AGYS157,671 shares · 0.1% of their software$13.3M+$1.6M
- BlackbaudBLKB177,608 shares · 0.1% of their software · price −$2.2M$13.2MFlat
- F5, Inc.FFIV61,722 shares · 0.1% of their software · price +$655K$11.7M−$2.1M
- ZoomZM174,242 shares · 0.1% of their software · price −$1.1M$11.4M−$1.4M
- ZscalerZS59,022 shares · 0.1% of their software · price −$1.7M$11.4M−$1.7M
- DuolingoDUOL50,508 shares · 0.1% of their software$11.1M+$956K
- Sprout SocialSPT179,497 shares · 0.1% of their software$10.7MFlat
- Strategy IncMSTR6,217 shares · 0.1% of their software · price +$6.7M$10.6M+$692K
- VertexVERX329,379 shares · 0.1% of their software · price +$1.6M$10.5MFlat
- OktaOKTA99,414 shares · 0.1% of their software · price +$1.4M$10.4M−$1.1M
- RingCentralRNG296,113 shares · 0.1% of their software$10.3M−$594K
- BrazeBRZE228,571 shares · 0.1% of their software · price −$2.0M$10.1M+$2.7M
- SS&CSSNC150,231 shares · 0.1% of their software$9.7M−$1.1M
- Five9FIVN154,535 shares · 0.1% of their software · price −$2.6M$9.6M+$3.7M
- AppLovinAPP136,820 shares · 0.1% of their software · price +$4.0M$9.5M−$700K
- UiPathPATH386,602 shares · 0.1% of their software · price −$839K$8.8M+$585K
- Gen DigitalGEN384,404 shares · 0.1% of their software$8.6M−$1.4M
- MagniteMGNI784,960 shares · 0.1% of their software · price +$1.1M$8.4MFlat
- SPS CommerceSPSC44,872 shares · 0.1% of their software$8.3MFlat
- BlackLineBL126,914 shares · 0.1% of their software$8.2M+$698K
- WEX Inc.WEX33,741 shares · 0.1% of their software · price +$1.5M$8.0M−$1.1M
- DynatraceDT171,565 shares · 0.1% of their software · price −$1.4M$8.0M−$923K
- DocuSignDOCU132,252 shares · 0.1% of their software$7.9M−$1.0M
- ToastTOST308,450 shares · 0.1% of their software · price +$2.1M$7.7M−$3.8M
- PaylocityPCTY44,226 shares · 0.1% of their software$7.6M−$584K
- ePlus inc.PLUS93,128 shares · 0.1% of their software$7.3MFlat
- ElasticESTC62,833 shares · 0.1% of their software · price −$783K$6.3MFlat
- Calix, Inc.CALX176,879 shares · 0.1% of their software · price −$1.9M$5.9MFlat
- SAPSAP28,129 shares · 0.1% of their software · price +$1.1M$5.5MFlat
- MorningstarMORN17,493 shares · 0.1% of their software$5.4MFlat
- UnityU199,413 shares · 0.1% of their software · price −$2.8M$5.3M−$970K
- Lyft, Inc.LYFT270,500 shares · 0.1% of their software · price +$1.2M$5.2M−$520K
- BILLBILL75,560 shares · 0.1% of their software · price −$972K$5.2M−$1.0M
- SentinelOneS180,813 shares · 0.0% of their software · price −$747K$4.2MFlat
- DropboxDBX173,133 shares · 0.0% of their software · price −$897K$4.2M−$1.2M
- Sabre CorporationSABR1,503,713 shares · 0.0% of their software · price −$3.0M$3.6M−$6.3M
- CertaraCERT200,672 shares · 0.0% of their software$3.6M−$689K
- DescartesDSGX39,063 shares · 0.0% of their software$3.6MFlat
- Zeta GlobalZETA312,460 shares · 0.0% of their software · price +$659K$3.4MFlat
- QualysQLYS19,468 shares · 0.0% of their software · price −$573K$3.2MFlat
- Definitive HealthcareDH398,782 shares · 0.0% of their software · price −$746K$3.2M+$616K
- ZoomInfoZI192,395 shares · 0.0% of their software$3.1M—
- TeradataTDC78,444 shares · 0.0% of their software$3.0MFlat
- Euronet Worldwide, Inc.EEFT27,282 shares · 0.0% of their software$3.0MFlat
- Intapp, Inc.INTA80,365 shares · 0.0% of their software$2.8M+$1.6M
- Radware Ltd.RDWR142,654 shares · 0.0% of their software$2.7MFlat
- LiveRamp Holdings, Inc.RAMP69,835 shares · 0.0% of their software$2.4MFlat
- TenableTENB46,744 shares · 0.0% of their software$2.3MFlat
- VaronisVRNS45,945 shares · 0.0% of their software$2.2MFlat
- SprinklrCXM170,457 shares · 0.0% of their software$2.1MFlat
- StoneCo Ltd.STNE119,033 shares · 0.0% of their software$2.0MFlat
- PegasystemsPEGA29,728 shares · 0.0% of their software$1.9MFlat
- FreshworksFRSH104,425 shares · 0.0% of their software · price −$551K$1.9MFlat
- CommvaultCVLT17,959 shares · 0.0% of their software$1.8MFlat
- DoximityDOCS65,970 shares · 0.0% of their software$1.8M−$532K
- EVERTEC, Inc.EVTC43,871 shares · 0.0% of their software$1.8MFlat
- A10 Networks, Inc.ATEN122,499 shares · 0.0% of their software$1.7MFlat
- BoxBOX58,938 shares · 0.0% of their software$1.7MFlat
- Alight, Inc.ALIT169,121 shares · 0.0% of their software$1.7MFlat
- PagSeguro Digital Ltd.PAGS114,586 shares · 0.0% of their software$1.6MFlat
- PhreesiaPHR66,520 shares · 0.0% of their software$1.6MFlat
- GigaCloud Technology Inc.GCT57,098 shares · 0.0% of their software$1.5M−$2.9M
- InterDigital, Inc.IDCC11,803 shares · 0.0% of their software$1.3MFlat
- Rapid7RPD24,693 shares · 0.0% of their software$1.2MFlat
- Remitly Global, Inc.RELY54,490 shares · 0.0% of their software$1.1MFlat
- FlywireFLYW44,040 shares · 0.0% of their software$1.1MFlat
- DoceboDCBO21,700 shares · 0.0% of their software$1.1MNew · +$1.0M
- ProgressPRGS19,871 shares · 0.0% of their software$1.1MFlat
- Health CatalystHCAT140,568 shares · 0.0% of their software$1.1MFlat
- Daily Journal CorporationDJCO2,833 shares · 0.0% of their software$1.0M+$723K
- CourseraCOUR71,500 shares · 0.0% of their software$1.0MFlat
- DigitalOceanDOCN26,166 shares · 0.0% of their software$999KFlat
- Cellebrite DI Ltd.CLBT87,381 shares · 0.0% of their software$968K+$623K
- C3.aiAI33,221 shares · 0.0% of their software$899KFlat
- PagerDutyPD36,333 shares · 0.0% of their software$824KFlat
- Upbound Group, Inc.UPBD22,779 shares · 0.0% of their software$802KFlat
- Cognyte Software Ltd.CGNT93,978 shares · 0.0% of their software$777KFlat
- Grab Holdings LimitedGRAB246,105 shares · 0.0% of their software$773K+$809K
- Clear Secure, Inc.YOU32,782 shares · 0.0% of their software$697KFlat
- AppianAPPN16,638 shares · 0.0% of their software$665KFlat
- NCR Atleos CorporationNATL33,570 shares · 0.0% of their software$663KFlat
- Thryv Holdings, Inc.THRY29,211 shares · 0.0% of their software$649KFlat
- NetScout Systems, Inc.NTCT29,566 shares · 0.0% of their software$646KFlat
- Donnelley Financial Solutions, Inc.DFIN10,408 shares · 0.0% of their software$645KFlat
- KlaviyoKVYO25,089 shares · 0.0% of their software$639K+$545K
- FastlyFSLY47,500 shares · 0.0% of their software$616KFlat
- SchrödingerSDGR21,700 shares · 0.0% of their software$586KFlat
- AsanaASAN37,698 shares · 0.0% of their software$584KFlat
- VirTra, Inc.VTSI55,700 shares · 0.0% of their software$573KNew · +$527K
- Adeia Inc.ADEA48,781 shares · 0.0% of their software$533KFlat
- Global-EGLBE14,343 shares · 0.0% of their software$521KFlat
- PAR Technology CorporationPAR10,627 shares · 0.0% of their software$482KFlat
- AvePointAVPT58,823 shares · 0.0% of their software$466KFlat
- Consensus Cloud Solutions, Inc.CCSI27,662 shares · 0.0% of their software$439KFlat
- Payoneer Global Inc.PAYO90,400 shares · 0.0% of their software$439KFlat
- PDF Solutions, Inc.PDFS12,462 shares · 0.0% of their software$420KFlat
- PubMaticPUBM16,916 shares · 0.0% of their software$401KFlat
- VTEXVTEX48,377 shares · 0.0% of their software$395KFlat
- Repay Holdings CorporationRPAY34,270 shares · 0.0% of their software$377KFlat
- AlkamiALKT13,529 shares · 0.0% of their software$332KFlat
- Yalla Group LimitedYALA69,099 shares · 0.0% of their software$332KFlat
- N-ableNABL25,168 shares · 0.0% of their software$329KFlat
- SoundHound AI, Inc.SOUN51,689 shares · 0.0% of their software$304KFlat
- International Money Express, Inc.IMXI13,013 shares · 0.0% of their software$297KFlat
- Simulations PlusSLP6,902 shares · 0.0% of their software$284KFlat
- AmplitudeAMPL26,051 shares · 0.0% of their software$283KFlat
- Mitek Systems, Inc.MITK18,860 shares · 0.0% of their software$266KFlat
- Cerence Inc.CRNC16,733 shares · 0.0% of their software$264KFlat
- Bandwidth Inc.BAND12,902 shares · 0.0% of their software$236KFlat
- i3 Verticals, Inc.IIIV8,983 shares · 0.0% of their software$206KFlat
- LightspeedLSPD14,166 shares · 0.0% of their software$199KFlat
- SoundThinking, Inc.SSTI11,746 shares · 0.0% of their software$187KFlat
- YextYEXT30,848 shares · 0.0% of their software$186KFlat
- Grindr Inc.GRND17,348 shares · 0.0% of their software$176KFlat
- Xperi Inc.XPER14,268 shares · 0.0% of their software$172KFlat
- Paysafe LimitedPSFE9,636 shares · 0.0% of their software$152KFlat
- SemrushSEMR11,351 shares · 0.0% of their software$151KFlat
- Commerce.com, Inc.CMRC21,722 shares · 0.0% of their software$150KFlat
- OneSpan Inc.OSPN12,464 shares · 0.0% of their software$145KFlat
- SmartRent, Inc.SMRT53,201 shares · 0.0% of their software$143KFlat
- NextNav Inc.NN19,440 shares · 0.0% of their software$128KFlat
- Materialise NVMTLS20,944 shares · 0.0% of their software$111KFlat
- Immersion CorporationIMMR14,361 shares · 0.0% of their software$107KFlat
- 8x8EGHT38,222 shares · 0.0% of their software$103KFlat
- Tucows Inc.TCX5,255 shares · 0.0% of their software$98KFlat
- Veritone, Inc.VERI18,630 shares · 0.0% of their software$98KFlat
- DomoDOMO10,492 shares · 0.0% of their software$94K—
- Paysign, Inc.PAYS24,686 shares · 0.0% of their software$90KFlat
- Digital TurbineAPPS32,337 shares · 0.0% of their software$85KFlat
- Red Violet, Inc.RDVT4,215 shares · 0.0% of their software$82KFlat
- Ooma, Inc.OOMA8,360 shares · 0.0% of their software$71KFlat
- Ribbon Communications Inc.RBBN21,948 shares · 0.0% of their software$70KFlat
- eGain CorporationEGAN10,358 shares · 0.0% of their software$67KFlat
- Asure Software, Inc.ASUR8,389 shares · 0.0% of their software$65KFlat
- EverCommerceEVCM6,753 shares · 0.0% of their software$64KFlat
- Kaltura, Inc.KLTR46,781 shares · 0.0% of their software$63KFlat
- SamsaraIOT1,455 shares · 0.0% of their software$55KNew · Flat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$50KFlat
- Core Scientific, Inc.CORZ12,682 shares · 0.0% of their software$45KNew · Flat
- Expensify, Inc.EXFY22,637 shares · 0.0% of their software$42KFlat
- DHI Group, Inc.DHX13,018 shares · 0.0% of their software$33KFlat
- Rimini Street, Inc.RMNI10,061 shares · 0.0% of their software$33KFlat
- Bitdeer Technologies GroupBTDR4,004 shares · 0.0% of their software$28KFlat
- Nerdy Inc.NRDY9,605 shares · 0.0% of their software$28KFlat
- Priority Technology Holdings, Inc.PRTH5,709 shares · 0.0% of their software$19KFlat
- Aeva Technologies, Inc.AEVA3,294 shares · 0.0% of their software$13KNew · Flat
- CS Disco, Inc.LAW1,300 shares · 0.0% of their software$11KFlat
- Rackspace Technology, Inc.RXT7,090 shares · 0.0% of their software$11KFlat