Generalist · Albany, NY
New York State Common Retirement Fund
Q4 2024 · compared with Q3 2024
- Software
- $9.4B
- Weight of 13F
- 12.7%
- Names
- 230
- Net bought
- +$83.9M
Filed 31 January 2025 · SEC filing.
3,113 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
- MicrosoftMSFT10,148,406 shares · 45.4% of their software · price −$89.3M$4.3BFlat
- SalesforceCRM1,179,055 shares · 4.2% of their software · price +$71.5M$394M−$3.4M
- OracleORCL2,021,805 shares · 3.6% of their software · price −$7.6M$337M−$6.0M
- ServiceNowNOW258,835 shares · 2.9% of their software · price +$42.9M$274M+$3.8M
- AdobeADBE604,778 shares · 2.9% of their software · price −$44.2M$269MFlat
- IntuitINTU342,026 shares · 2.3% of their software · price +$2.6M$215M−$8.9M
- Fiserv, Inc.FISV939,563 shares · 2.0% of their software · price +$24.2M$193M−$13.9M
- Automatic Data Processing, Inc.ADP579,885 shares · 1.8% of their software · price +$9.3M$170M−$1.8M
- SynopsysSNPS337,531 shares · 1.7% of their software · price −$7.1M$164M+$13.3M
- Uber Technologies, Inc.UBER2,672,297 shares · 1.7% of their software · price −$39.7M$161M−$10.0M
- Palo Alto NetworksPANW813,592 shares · 1.6% of their software · price −$130M$148M+$146M
- CadenceCDNS468,797 shares · 1.5% of their software · price +$13.8M$141M+$12.7M
- CrowdStrikeCRWD275,600 shares · 1.0% of their software · price +$17.0M$94.3M+$4.3M
- AutodeskADSK314,207 shares · 1.0% of their software · price +$6.3M$92.9MFlat
- Tyler TechnologiesTYL157,945 shares · 1.0% of their software · price −$1.1M$91.1M−$8.3M
- GuidewireGWRE495,941 shares · 0.9% of their software · price −$7.1M$83.6M−$6.8M
- PalantirPLTR1,052,541 shares · 0.8% of their software · price +$40.4M$79.6M−$2.3M
- FortinetFTNT840,073 shares · 0.8% of their software · price +$14.2M$79.4MFlat
- DatadogDDOG512,728 shares · 0.8% of their software · price +$14.3M$73.3M−$658K
- Roper Technologies, Inc.ROP139,257 shares · 0.8% of their software · price −$5.1M$72.4MFlat
- Manhattan AssociatesMANH252,291 shares · 0.7% of their software · price −$2.8M$68.2M−$2.5M
- WorkdayWDAY255,126 shares · 0.7% of their software · price +$3.5M$65.8MFlat
- AtlassianTEAM266,657 shares · 0.7% of their software · price +$22.6M$64.9MFlat
- SnowflakeSNOW377,597 shares · 0.6% of their software · price +$14.9M$58.3MFlat
- VeevaVEEV270,605 shares · 0.6% of their software$56.9M−$4.6M
- HubSpotHUBS76,076 shares · 0.6% of their software · price +$12.6M$53.0M−$5.3M
- Check PointCHKP279,709 shares · 0.6% of their software · price −$1.7M$52.2M−$3.6M
- AppLovinAPP150,535 shares · 0.5% of their software · price +$29.1M$48.7MFlat
- Q2QTWO468,329 shares · 0.5% of their software · price +$9.8M$47.1M−$12.6M
- Amdocs LimitedDOX548,774 shares · 0.5% of their software · price −$1.3M$46.7M−$9.9M
- Block, Inc.XYZ537,707 shares · 0.5% of their software · price +$9.6M$45.7M+$12.1M
- AppFolioAPPF182,841 shares · 0.5% of their software · price +$2.1M$45.1M−$1.4M
- Paychex, Inc.PAYX317,740 shares · 0.5% of their software · price +$1.9M$44.6M−$2.2M
- Clearwater AnalyticsCWAN1,406,335 shares · 0.4% of their software$38.7MFlat
- Alarm.com Holdings, Inc.ALRM620,312 shares · 0.4% of their software · price +$3.8M$37.7MFlat
- GoDaddyGDDY189,443 shares · 0.4% of their software · price +$7.7M$37.4M−$6.9M
- PTCPTC197,235 shares · 0.4% of their software · price +$633K$36.3MFlat
- WorkivaWK330,075 shares · 0.4% of their software · price +$10.0M$36.1M−$834K
- Agilysys, Inc.AGYS271,851 shares · 0.4% of their software · price +$6.2M$35.8MFlat
- PaycomPAYC172,387 shares · 0.4% of their software · price +$6.6M$35.3MFlat
- ShopifySHOP320,022 shares · 0.4% of their software · price +$8.4M$34.0M−$6.5M
- ProcorePCOR428,956 shares · 0.3% of their software · price +$5.7M$32.1M+$1.0M
- GitLabGTLB557,923 shares · 0.3% of their software · price +$2.7M$31.4M+$2.8M
- The Trade DeskTTD259,702 shares · 0.3% of their software · price +$2.0M$30.5M−$2.1M
- VeriskVRSK109,131 shares · 0.3% of their software · price +$815K$30.1M−$1.6M
- WixWIX139,539 shares · 0.3% of their software · price +$6.6M$29.9MFlat
- CCC Intelligent Solutions Holdings Inc.CCC2,374,871 shares · 0.3% of their software · price +$1.6M$27.9MFlat
- ACI WorldwideACIW518,182 shares · 0.3% of their software · price +$523K$26.9M−$2.9M
- Fair IsaacFICO12,861 shares · 0.3% of their software · price +$610K$25.6M−$1.9M
- VertexVERX456,434 shares · 0.3% of their software · price +$6.8M$24.4M−$2.0M
- Strategy IncMSTR82,050 shares · 0.3% of their software · price +$9.9M$23.8M−$809K
- nCinoNCNO668,975 shares · 0.2% of their software · price +$1.3M$22.5M+$2.8M
- DocuSignDOCU248,577 shares · 0.2% of their software · price +$6.9M$22.4M+$8.7M
- WEX Inc.WEX125,599 shares · 0.2% of their software · price −$4.3M$22.0MFlat
- MongoDBMDB93,960 shares · 0.2% of their software · price −$3.5M$21.9M−$676K
- BlackbaudBLKB282,250 shares · 0.2% of their software · price −$3.0M$20.9M+$9.3M
- VeriSign, Inc.VRSN93,922 shares · 0.2% of their software · price +$1.6M$19.4M−$1.2M
- CloudflareNET175,663 shares · 0.2% of their software · price +$4.7M$18.9M−$809K
- CoStarCSGP258,480 shares · 0.2% of their software · price −$995K$18.5M−$5.5M
- FactSetFDS37,927 shares · 0.2% of their software · price +$775K$18.2M−$2.3M
- Intapp, Inc.INTA280,102 shares · 0.2% of their software · price +$4.6M$18.0M+$2.8M
- BroadridgeBR76,916 shares · 0.2% of their software · price +$851K$17.4M−$653K
- ElasticESTC172,707 shares · 0.2% of their software · price +$3.9M$17.1M+$2.3M
- F5, Inc.FFIV65,536 shares · 0.2% of their software · price +$2.0M$16.5M−$1.1M
- Shift4 Payments, Inc.FOUR157,519 shares · 0.2% of their software · price +$2.4M$16.3M−$7.3M
- NICENICE86,267 shares · 0.2% of their software$14.7M−$514K
- WaystarWAY381,455 shares · 0.1% of their software · price +$3.4M$14.0MFlat
- Corpay, Inc.CPAY38,715 shares · 0.1% of their software · price +$993K$13.1M−$657K
- Bentley SystemsBSY278,459 shares · 0.1% of their software · price −$1.1M$13.0MFlat
- Grab Holdings LimitedGRAB2,738,622 shares · 0.1% of their software · price +$2.5M$12.9M−$19.1M
- Sportradar Group AGSRAD743,202 shares · 0.1% of their software · price +$3.9M$12.9MNew · +$9.0M
- PegasystemsPEGA137,966 shares · 0.1% of their software · price +$2.8M$12.9M+$3.3M
- ZoomZM155,425 shares · 0.1% of their software · price +$1.8M$12.7M−$746K
- NetApp, Inc.NTAP108,325 shares · 0.1% of their software · price −$805K$12.6M−$1.5M
- SentinelOneS527,060 shares · 0.1% of their software · price −$907K$11.7M+$9.4M
- BILLBILL136,621 shares · 0.1% of their software · price +$4.4M$11.6M+$4.3M
- SPS CommerceSPSC62,284 shares · 0.1% of their software · price −$634K$11.5M+$4.0M
- DuolingoDUOL34,033 shares · 0.1% of their software · price +$1.4M$11.0M−$2.3M
- JFrogFROG366,210 shares · 0.1% of their software$10.8MFlat
- TrimbleTRMB150,756 shares · 0.1% of their software · price +$1.3M$10.7MFlat
- MagniteMGNI667,598 shares · 0.1% of their software · price +$1.4M$10.6M−$1.4M
- AkamaiAKAM109,463 shares · 0.1% of their software · price −$580K$10.5M−$757K
- DoubleVerifyDV506,427 shares · 0.1% of their software · price +$1.2M$9.7M+$1.1M
- TwilioTWLO89,828 shares · 0.1% of their software · price +$3.9M$9.7MFlat
- ZscalerZS49,874 shares · 0.1% of their software$9.0M−$513K
- BlackLineBL147,527 shares · 0.1% of their software · price +$829K$9.0M+$2.5M
- SS&CSSNC118,210 shares · 0.1% of their software$9.0M−$557K
- Gen DigitalGEN320,495 shares · 0.1% of their software$8.8M−$741K
- BrazeBRZE205,010 shares · 0.1% of their software · price +$2.0M$8.6M−$825K
- ToastTOST234,920 shares · 0.1% of their software · price +$1.9M$8.6MFlat
- DynatraceDT151,297 shares · 0.1% of their software$8.2M−$668K
- NutanixNTNX128,656 shares · 0.1% of their software$7.9MFlat
- DoximityDOCS141,278 shares · 0.1% of their software · price +$1.4M$7.5M+$3.3M
- ePlus inc.PLUS93,711 shares · 0.1% of their software · price −$2.3M$6.9MFlat
- OktaOKTA87,215 shares · 0.1% of their software$6.9MFlat
- PaylocityPCTY32,413 shares · 0.1% of their software · price +$1.1M$6.5MFlat
- SAPSAP24,674 shares · 0.1% of their software$6.1MFlat
- monday.comMNDY24,553 shares · 0.1% of their software · price −$1.0M$5.8M−$12.1M
- Daily Journal CorporationDJCO9,059 shares · 0.1% of their software · price +$706K$5.1MFlat
- MorningstarMORN13,975 shares · 0.0% of their software$4.7MFlat
- UiPathPATH359,240 shares · 0.0% of their software$4.6M−$826K
- FlywireFLYW220,625 shares · 0.0% of their software · price +$933K$4.5M+$1.8M
- FreshworksFRSH278,409 shares · 0.0% of their software · price +$1.3M$4.5M+$2.5M
- EVERTEC, Inc.EVTC129,235 shares · 0.0% of their software$4.5M+$1.3M
- Cellebrite DI Ltd.CLBT189,599 shares · 0.0% of their software · price +$984K$4.2MFlat
- i3 Verticals, Inc.IIIV175,833 shares · 0.0% of their software$4.1M+$3.6M
- DropboxDBX128,553 shares · 0.0% of their software · price +$593K$3.9MFlat
- ServiceTitanTTAN35,889 shares · 0.0% of their software$3.7MNew · +$3.7M
- Radware Ltd.RDWR157,765 shares · 0.0% of their software$3.6MFlat
- UnityU151,577 shares · 0.0% of their software$3.4MFlat
- Lyft, Inc.LYFT254,272 shares · 0.0% of their software$3.3MFlat
- PAR Technology CorporationPAR43,984 shares · 0.0% of their software · price +$906K$3.2MFlat
- Definitive HealthcareDH771,792 shares · 0.0% of their software$3.2MFlat
- Five9FIVN70,101 shares · 0.0% of their software · price +$835K$2.8MFlat
- Donnelley Financial Solutions, Inc.DFIN44,987 shares · 0.0% of their software$2.8MFlat
- PagSeguro Digital Ltd.PAGS445,114 shares · 0.0% of their software · price −$1.0M$2.8MFlat
- Core Scientific, Inc.CORZ187,181 shares · 0.0% of their software$2.6M+$521K
- Global-EGLBE46,238 shares · 0.0% of their software · price +$744K$2.5M+$524K
- PaymentusPAY76,577 shares · 0.0% of their software · price +$969K$2.5MFlat
- QualysQLYS16,804 shares · 0.0% of their software$2.4MFlat
- Calix, Inc.CALX66,228 shares · 0.0% of their software$2.3MFlat
- Euronet Worldwide, Inc.EEFT20,760 shares · 0.0% of their software$2.1MFlat
- CommvaultCVLT13,713 shares · 0.0% of their software$2.1MFlat
- A10 Networks, Inc.ATEN109,076 shares · 0.0% of their software$2.0MFlat
- Consensus Cloud Solutions, Inc.CCSI82,136 shares · 0.0% of their software$2.0MFlat
- SoundHound AI, Inc.SOUN90,962 shares · 0.0% of their software · price +$1.4M$1.8MFlat
- Zeta GlobalZETA99,420 shares · 0.0% of their software · price −$1.2M$1.8M+$1.4M
- TeradataTDC55,957 shares · 0.0% of their software$1.7MFlat
- AlkamiALKT44,567 shares · 0.0% of their software$1.6MFlat
- ZoomInfoZI155,360 shares · 0.0% of their software$1.6MFlat
- InterDigital, Inc.IDCC8,090 shares · 0.0% of their software$1.6MFlat
- RingCentralRNG44,311 shares · 0.0% of their software$1.6MFlat
- VaronisVRNS34,187 shares · 0.0% of their software$1.5MFlat
- TenableTENB36,482 shares · 0.0% of their software$1.4MFlat
- BoxBOX44,858 shares · 0.0% of their software$1.4MFlat
- DescartesDSGX12,416 shares · 0.0% of their software$1.4MFlat
- C3.aiAI30,896 shares · 0.0% of their software$1.1MFlat
- Remitly Global, Inc.RELY47,143 shares · 0.0% of their software$1.1MFlat
- Alight, Inc.ALIT138,896 shares · 0.0% of their software$961KFlat
- KlaviyoKVYO22,297 shares · 0.0% of their software$920KFlat
- ProgressPRGS13,972 shares · 0.0% of their software$910KFlat
- Payoneer Global Inc.PAYO83,336 shares · 0.0% of their software$837KFlat
- Cognyte Software Ltd.CGNT93,978 shares · 0.0% of their software$813KFlat
- NCR Atleos CorporationNATL22,349 shares · 0.0% of their software$758KFlat
- Rapid7RPD18,612 shares · 0.0% of their software$749KFlat
- Blend Labs, Inc.BLND172,728 shares · 0.0% of their software$727KFlat
- Clear Secure, Inc.YOU27,201 shares · 0.0% of their software$725KFlat
- StoneCo Ltd.STNE88,556 shares · 0.0% of their software$706KFlat
- DigitalOceanDOCN19,917 shares · 0.0% of their software$679KFlat
- AvePointAVPT40,553 shares · 0.0% of their software$670KFlat
- CertaraCERT61,261 shares · 0.0% of their software$652KFlat
- VTEXVTEX104,151 shares · 0.0% of their software$613KFlat
- LiveRamp Holdings, Inc.RAMP20,136 shares · 0.0% of their software$612KFlat
- Riskified Ltd.RSKD120,740 shares · 0.0% of their software$571KFlat
- Upbound Group, Inc.UPBD18,851 shares · 0.0% of their software$550KFlat
- Sprout SocialSPT17,350 shares · 0.0% of their software$533KFlat
- NetScout Systems, Inc.NTCT23,968 shares · 0.0% of their software$519KFlat
- AsanaASAN25,300 shares · 0.0% of their software$513KFlat
- Adeia Inc.ADEA36,264 shares · 0.0% of their software$507KFlat
- PagerDutyPD25,853 shares · 0.0% of their software$472KFlat
- AppianAPPN13,946 shares · 0.0% of their software$460KFlat
- PhreesiaPHR17,602 shares · 0.0% of their software$443KFlat
- Endava plcDAVA14,290 shares · 0.0% of their software$442KNew · Flat
- Thryv Holdings, Inc.THRY28,674 shares · 0.0% of their software$424KFlat
- CourseraCOUR42,368 shares · 0.0% of their software$360KFlat
- Sabre CorporationSABR93,694 shares · 0.0% of their software$342KFlat
- FastlyFSLY36,132 shares · 0.0% of their software$341KFlat
- Diebold Nixdorf, IncorporatedDBD7,800 shares · 0.0% of their software$336KFlat
- Yalla Group LimitedYALA79,716 shares · 0.0% of their software$324KFlat
- SchrödingerSDGR16,560 shares · 0.0% of their software$319KFlat
- NextNav Inc.NN19,472 shares · 0.0% of their software$303KFlat
- Dave Inc.DAVE3,400 shares · 0.0% of their software$296KFlat
- SprinklrCXM30,591 shares · 0.0% of their software$258KFlat
- AmplitudeAMPL23,680 shares · 0.0% of their software$250KFlat
- PDF Solutions, Inc.PDFS8,861 shares · 0.0% of their software$240KFlat
- OneSpan Inc.OSPN12,468 shares · 0.0% of their software$231KFlat
- Ibotta, Inc.IBTA3,100 shares · 0.0% of their software$202KFlat
- YextYEXT30,903 shares · 0.0% of their software$197KFlat
- Repay Holdings CorporationRPAY24,400 shares · 0.0% of their software$186KFlat
- Simulations PlusSLP6,534 shares · 0.0% of their software$182KFlat
- GigaCloud Technology Inc.GCT9,500 shares · 0.0% of their software$176KFlat
- PubMaticPUBM11,752 shares · 0.0% of their software$173KFlat
- Bandwidth Inc.BAND9,898 shares · 0.0% of their software$168KFlat
- N-ableNABL17,590 shares · 0.0% of their software$164KFlat
- Grindr Inc.GRND9,146 shares · 0.0% of their software$163KFlat
- Red Violet, Inc.RDVT4,194 shares · 0.0% of their software$152KFlat
- International Money Express, Inc.IMXI7,218 shares · 0.0% of their software$150KFlat
- Paysafe LimitedPSFE8,499 shares · 0.0% of their software$145KFlat
- SemrushSEMR11,367 shares · 0.0% of their software$135KFlat
- Cerence Inc.CRNC16,749 shares · 0.0% of their software$131KFlat
- PowerFleet, Inc.AIOT16,900 shares · 0.0% of their software$113KFlat
- Mitek Systems, Inc.MITK9,867 shares · 0.0% of their software$110KFlat
- Materialise NVMTLS14,764 shares · 0.0% of their software$104KFlat
- 8x8EGHT38,380 shares · 0.0% of their software$102KFlat
- Ooma, Inc.OOMA7,203 shares · 0.0% of their software$101KFlat
- Ribbon Communications Inc.RBBN22,549 shares · 0.0% of their software$94KFlat
- SmartRent, Inc.SMRT53,284 shares · 0.0% of their software$93KFlat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$90KFlat
- Pagaya Technologies Ltd.PGY9,000 shares · 0.0% of their software$84KFlat
- Silvaco Group, Inc.SVCO10,000 shares · 0.0% of their software$81KNew · Flat
- Asure Software, Inc.ASUR8,393 shares · 0.0% of their software$79KFlat
- Kaltura, Inc.KLTR35,542 shares · 0.0% of their software$78KFlat
- EverCommerceEVCM6,197 shares · 0.0% of their software$68KFlat
- Health CatalystHCAT9,281 shares · 0.0% of their software$66KFlat
- eGain CorporationEGAN10,376 shares · 0.0% of their software$65KFlat
- Immersion CorporationIMMR7,460 shares · 0.0% of their software$65KFlat
- ReposiTrak, Inc.TRAK2,900 shares · 0.0% of their software$64KFlat
- DomoDOMO8,573 shares · 0.0% of their software$61KFlat
- SoundThinking, Inc.SSTI4,683 shares · 0.0% of their software$61KFlat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$60KFlat
- Roadzen, Inc.RDZN25,509 shares · 0.0% of their software$56KFlat
- Digital TurbineAPPS32,416 shares · 0.0% of their software$55KFlat
- Commerce.com, Inc.CMRC8,579 shares · 0.0% of their software$53KFlat
- SimilarwebSMWB2,754 shares · 0.0% of their software$39KNew · Flat
- Paysign, Inc.PAYS12,675 shares · 0.0% of their software$38KFlat
- Xperi Inc.XPER3,700 shares · 0.0% of their software$38KFlat
- Karooooo Ltd.KARO576 shares · 0.0% of their software$26KNew · Flat
- Life360, Inc.LIF600 shares · 0.0% of their software$25KNew · Flat
- Rimini Street, Inc.RMNI9,177 shares · 0.0% of their software$25KFlat
- AudioEye, Inc.AEYE1,400 shares · 0.0% of their software$21KFlat
- Rekor Systems, Inc.REKR12,300 shares · 0.0% of their software$19KFlat
- Tucows Inc.TCX1,045 shares · 0.0% of their software$18KFlat
- Aeva Technologies, Inc.AEVA3,310 shares · 0.0% of their software$16KFlat
- Nerdy Inc.NRDY9,647 shares · 0.0% of their software$16KFlat
- Rackspace Technology, Inc.RXT7,050 shares · 0.0% of their software$16KFlat
- VirTra, Inc.VTSI1,900 shares · 0.0% of their software$13KFlat
- Airship AI Holdings, Inc.AISP1,200 shares · 0.0% of their software$8KFlat
- BackblazeBLZE1,100 shares · 0.0% of their software$7KFlat
- CS Disco, Inc.LAW1,300 shares · 0.0% of their software$6KFlat
- Telos CorporationTLS1,200 shares · 0.0% of their software$4KFlat