Generalist · Albany, NY
New York State Common Retirement Fund
Q1 2025 · compared with Q4 2024
- Software
- $8.3B
- Weight of 13F
- 12.2%
- Names
- 229
- Net bought
- −$208M
Filed 1 May 2025 · SEC filing.
3,110 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
- MicrosoftMSFT9,851,465 shares · 44.7% of their software · price −$454M$3.7B−$125M
- SalesforceCRM1,205,584 shares · 3.9% of their software · price −$79.5M$324M+$8.9M
- OracleORCL2,056,038 shares · 3.5% of their software · price −$55.2M$287M+$5.7M
- AdobeADBE585,709 shares · 2.7% of their software · price −$35.8M$225M−$8.5M
- IntuitINTU340,291 shares · 2.5% of their software · price −$4.9M$209MFlat
- ServiceNowNOW260,612 shares · 2.5% of their software · price −$68.8M$207MFlat
- Uber Technologies, Inc.UBER2,674,465 shares · 2.4% of their software · price +$33.5M$195MFlat
- Fiserv, Inc.FISV872,884 shares · 2.3% of their software · price +$13.5M$193M−$13.7M
- Automatic Data Processing, Inc.ADP527,988 shares · 1.9% of their software · price +$6.8M$161M−$15.2M
- Palo Alto NetworksPANW818,592 shares · 1.7% of their software · price −$9.3M$140MFlat
- SynopsysSNPS325,378 shares · 1.7% of their software · price −$18.4M$140M−$5.9M
- CadenceCDNS408,286 shares · 1.3% of their software · price −$18.8M$104M−$18.2M
- CrowdStrikeCRWD266,400 shares · 1.1% of their software · price +$2.8M$93.9M−$3.1M
- PalantirPLTR1,077,741 shares · 1.1% of their software · price +$9.5M$91.0M+$1.9M
- AutodeskADSK319,666 shares · 1.0% of their software · price −$10.8M$83.7M+$1.6M
- GuidewireGWRE430,646 shares · 1.0% of their software · price +$8.1M$80.7M−$11.0M
- FortinetFTNT828,857 shares · 1.0% of their software · price +$1.5M$79.8M−$1.1M
- Tyler TechnologiesTYL130,455 shares · 0.9% of their software · price +$620K$75.8M−$15.9M
- Roper Technologies, Inc.ROP123,857 shares · 0.9% of their software · price +$8.6M$73.0M−$8.0M
- VeevaVEEV260,329 shares · 0.7% of their software · price +$5.6M$60.3M−$2.2M
- SnowflakeSNOW402,738 shares · 0.7% of their software · price −$3.3M$58.9M+$3.9M
- WorkdayWDAY249,500 shares · 0.7% of their software · price −$6.1M$58.3M−$1.5M
- AtlassianTEAM267,635 shares · 0.7% of their software · price −$8.3M$56.8MFlat
- AppLovinAPP213,335 shares · 0.7% of their software · price −$12.6M$56.5M+$20.3M
- DatadogDDOG520,355 shares · 0.6% of their software · price −$22.7M$51.6M+$1.1M
- AppFolioAPPF225,472 shares · 0.6% of their software · price −$6.0M$49.6M+$10.5M
- Check PointCHKP185,854 shares · 0.5% of their software · price +$7.7M$42.4M−$17.5M
- Amdocs LimitedDOX461,674 shares · 0.5% of their software · price +$2.9M$42.2M−$7.4M
- Manhattan AssociatesMANH227,677 shares · 0.5% of their software · price −$22.1M$39.4M−$6.7M
- PaycomPAYC170,887 shares · 0.5% of their software · price +$2.3M$37.3MFlat
- Clearwater AnalyticsCWAN1,365,651 shares · 0.4% of their software$36.6M—
- Paychex, Inc.PAYX232,065 shares · 0.4% of their software · price +$3.3M$35.8M−$12.0M
- Block, Inc.XYZ630,602 shares · 0.4% of their software · price −$19.3M$34.3M+$7.9M
- Strategy IncMSTR115,950 shares · 0.4% of their software$33.4M+$9.8M
- Q2QTWO404,869 shares · 0.4% of their software · price −$8.4M$32.4M−$6.4M
- PTCPTC205,010 shares · 0.4% of their software · price −$5.9M$31.8M+$1.4M
- ShopifySHOP328,107 shares · 0.4% of their software · price −$3.6M$31.3M+$860K
- Alarm.com Holdings, Inc.ALRM526,230 shares · 0.4% of their software · price −$2.7M$29.3M−$5.7M
- VeriskVRSK97,431 shares · 0.4% of their software · price +$2.2M$29.0M−$3.2M
- GoDaddyGDDY159,644 shares · 0.3% of their software · price −$2.8M$28.8M−$5.9M
- ProcorePCOR431,324 shares · 0.3% of their software · price −$3.8M$28.5MFlat
- HubSpotHUBS49,385 shares · 0.3% of their software · price −$6.2M$28.2M−$18.6M
- GitLabGTLB587,934 shares · 0.3% of their software · price −$5.5M$27.6M+$1.7M
- WorkivaWK358,687 shares · 0.3% of their software · price −$12.0M$27.2M+$3.1M
- Agilysys, Inc.AGYS371,428 shares · 0.3% of their software · price −$22.0M$26.9M+$13.1M
- ACI WorldwideACIW465,116 shares · 0.3% of their software · price +$1.3M$25.4M−$2.8M
- CCC Intelligent Solutions Holdings Inc.CCC2,596,098 shares · 0.3% of their software · price −$7.0M$23.4M+$2.6M
- Fair IsaacFICO12,361 shares · 0.3% of their software · price −$1.8M$22.8M−$995K
- WixWIX138,517 shares · 0.3% of their software · price −$7.1M$22.6MFlat
- VertexVERX615,930 shares · 0.3% of their software · price −$11.3M$21.6M+$8.5M
- DocuSignDOCU247,813 shares · 0.2% of their software · price −$2.1M$20.2MFlat
- MongoDBMDB113,134 shares · 0.2% of their software · price −$6.5M$19.8M+$4.5M
- BroadridgeBR81,186 shares · 0.2% of their software · price +$1.3M$19.7M+$965K
- WEX Inc.WEX123,975 shares · 0.2% of their software · price −$2.3M$19.5MFlat
- ElasticESTC215,605 shares · 0.2% of their software · price −$2.2M$19.2M+$4.3M
- Intapp, Inc.INTA328,876 shares · 0.2% of their software · price −$1.9M$19.2M+$3.1M
- nCinoNCNO684,356 shares · 0.2% of their software · price −$4.2M$18.8M+$516K
- BlackbaudBLKB299,632 shares · 0.2% of their software · price −$3.6M$18.6M+$1.3M
- CoStarCSGP217,225 shares · 0.2% of their software · price +$1.7M$17.2M−$3.0M
- CloudflareNET150,528 shares · 0.2% of their software · price +$754K$17.0M−$2.7M
- SPS CommerceSPSC116,361 shares · 0.2% of their software · price −$6.0M$15.4M+$9.9M
- WaystarWAY370,047 shares · 0.2% of their software$13.8MFlat
- JFrogFROG419,757 shares · 0.2% of their software · price +$1.1M$13.4M+$1.6M
- Sportradar Group AGSRAD609,590 shares · 0.2% of their software · price +$2.6M$13.2M−$2.3M
- DuolingoDUOL42,407 shares · 0.2% of their software · price −$581K$13.2M+$2.7M
- Corpay, Inc.CPAY37,215 shares · 0.2% of their software$13.0M−$508K
- PegasystemsPEGA183,250 shares · 0.2% of their software · price −$4.3M$12.7M+$4.2M
- NICENICE81,895 shares · 0.2% of their software · price −$1.3M$12.6M−$743K
- ZoomZM166,325 shares · 0.1% of their software · price −$1.3M$12.3M+$890K
- The Trade DeskTTD221,314 shares · 0.1% of their software · price −$13.9M$12.1M−$4.5M
- FactSetFDS24,627 shares · 0.1% of their software · price −$631K$11.2M−$6.4M
- Shift4 Payments, Inc.FOUR131,635 shares · 0.1% of their software · price −$2.9M$10.8M−$2.7M
- Calix, Inc.CALX286,719 shares · 0.1% of their software$10.2M+$7.7M
- ZscalerZS50,774 shares · 0.1% of their software · price +$914K$10.1MFlat
- TrimbleTRMB153,056 shares · 0.1% of their software · price −$767K$10.0MFlat
- VeriSign, Inc.VRSN39,122 shares · 0.1% of their software · price +$1.8M$9.9M−$11.3M
- BILLBILL213,325 shares · 0.1% of their software · price −$8.3M$9.8M+$6.5M
- Bentley SystemsBSY248,814 shares · 0.1% of their software · price −$1.8M$9.8M−$1.4M
- SS&CSSNC114,710 shares · 0.1% of their software · price +$889K$9.6MFlat
- NetApp, Inc.NTAP107,625 shares · 0.1% of their software · price −$3.0M$9.5MFlat
- DoubleVerifyDV699,119 shares · 0.1% of their software · price −$4.1M$9.3M+$3.7M
- OktaOKTA87,215 shares · 0.1% of their software · price +$2.3M$9.2MFlat
- BrazeBRZE252,668 shares · 0.1% of their software · price −$1.5M$9.1M+$2.0M
- NutanixNTNX129,898 shares · 0.1% of their software · price +$1.1M$9.1MFlat
- Gen DigitalGEN328,095 shares · 0.1% of their software$8.7MFlat
- SentinelOneS472,996 shares · 0.1% of their software · price −$1.9M$8.6M−$1.2M
- F5, Inc.FFIV30,494 shares · 0.1% of their software$8.1M−$8.8M
- DoximityDOCS136,778 shares · 0.1% of their software · price +$635K$7.9MFlat
- TwilioTWLO80,181 shares · 0.1% of their software · price −$815K$7.9M−$1.0M
- ToastTOST233,220 shares · 0.1% of their software · price −$765K$7.7MFlat
- BlackLineBL159,076 shares · 0.1% of their software · price −$2.0M$7.7M+$702K
- MagniteMGNI656,141 shares · 0.1% of their software · price −$3.0M$7.5MFlat
- AkamaiAKAM86,063 shares · 0.1% of their software · price −$1.3M$6.9M−$2.2M
- FreshworksFRSH489,511 shares · 0.1% of their software · price −$1.0M$6.9M+$3.4M
- DynatraceDT145,897 shares · 0.1% of their software · price −$1.1M$6.9MFlat
- ePlus inc.PLUS100,493 shares · 0.1% of their software · price −$1.3M$6.1M+$501K
- PaylocityPCTY31,490 shares · 0.1% of their software$5.9MFlat
- Rubrik, Inc.RBRK93,997 shares · 0.1% of their software$5.7MNew · +$6.1M
- i3 Verticals, Inc.IIIV232,153 shares · 0.1% of their software$5.7M+$1.3M
- ServiceTitanTTAN54,552 shares · 0.1% of their software$5.2M+$1.9M
- SAPSAP18,286 shares · 0.1% of their software$4.9M−$1.6M
- EVERTEC, Inc.EVTC128,904 shares · 0.1% of their software$4.7MFlat
- PagSeguro Digital Ltd.PAGS580,614 shares · 0.1% of their software · price +$795K$4.4M+$848K
- PaymentusPAY168,527 shares · 0.1% of their software · price −$1.1M$4.4M+$3.0M
- MorningstarMORN13,975 shares · 0.1% of their software · price −$516K$4.2MFlat
- Red Violet, Inc.RDVT106,024 shares · 0.0% of their software$4.0M+$3.7M
- Radware Ltd.RDWR177,085 shares · 0.0% of their software$3.8MFlat
- Payoneer Global Inc.PAYO496,507 shares · 0.0% of their software · price −$1.4M$3.6M+$4.1M
- Daily Journal CorporationDJCO9,059 shares · 0.0% of their software · price −$1.5M$3.6MFlat
- DropboxDBX122,322 shares · 0.0% of their software$3.3MFlat
- Lyft, Inc.LYFT243,172 shares · 0.0% of their software$2.9MFlat
- UnityU142,077 shares · 0.0% of their software$2.8MFlat
- PAR Technology CorporationPAR42,666 shares · 0.0% of their software$2.6MFlat
- Cellebrite DI Ltd.CLBT132,224 shares · 0.0% of their software$2.6M−$1.3M
- CommvaultCVLT15,584 shares · 0.0% of their software$2.5MFlat
- Five9FIVN86,310 shares · 0.0% of their software · price −$1.2M$2.3M+$659K
- Euronet Worldwide, Inc.EEFT20,760 shares · 0.0% of their software$2.2MFlat
- Definitive HealthcareDH763,367 shares · 0.0% of their software · price −$931K$2.2MFlat
- QualysQLYS16,804 shares · 0.0% of their software$2.1MFlat
- UiPathPATH200,837 shares · 0.0% of their software$2.1M−$2.0M
- Global-EGLBE57,248 shares · 0.0% of their software · price −$1.1M$2.0M+$600K
- Consensus Cloud Solutions, Inc.CCSI80,136 shares · 0.0% of their software$1.9MFlat
- Donnelley Financial Solutions, Inc.DFIN40,878 shares · 0.0% of their software · price −$778K$1.8MFlat
- InterDigital, Inc.IDCC7,917 shares · 0.0% of their software$1.6MFlat
- FlywireFLYW170,081 shares · 0.0% of their software · price −$1.9M$1.6M−$1.0M
- A10 Networks, Inc.ATEN91,545 shares · 0.0% of their software$1.5MFlat
- VaronisVRNS35,262 shares · 0.0% of their software$1.4MFlat
- TeradataTDC62,457 shares · 0.0% of their software · price −$542K$1.4MFlat
- BoxBOX44,858 shares · 0.0% of their software$1.4MFlat
- ZoomInfoZI134,860 shares · 0.0% of their software$1.3M—
- Zeta GlobalZETA99,420 shares · 0.0% of their software$1.3MFlat
- TenableTENB36,482 shares · 0.0% of their software$1.3MFlat
- DescartesDSGX12,416 shares · 0.0% of their software$1.3MFlat
- Remitly Global, Inc.RELY47,143 shares · 0.0% of their software$981KFlat
- RingCentralRNG38,311 shares · 0.0% of their software$949KFlat
- StoneCo Ltd.STNE88,456 shares · 0.0% of their software$927KFlat
- AlkamiALKT35,018 shares · 0.0% of their software$919KFlat
- Clear Secure, Inc.YOU28,913 shares · 0.0% of their software$749KFlat
- VTEXVTEX147,410 shares · 0.0% of their software$747KFlat
- SoundHound AI, Inc.SOUN90,962 shares · 0.0% of their software · price −$1.1M$739KFlat
- Alight, Inc.ALIT124,296 shares · 0.0% of their software$737KFlat
- Cognyte Software Ltd.CGNT93,978 shares · 0.0% of their software$733KFlat
- ProgressPRGS13,972 shares · 0.0% of their software$720KFlat
- C3.aiAI34,096 shares · 0.0% of their software$718KFlat
- DigitalOceanDOCN19,917 shares · 0.0% of their software$665KFlat
- NCR Atleos CorporationNATL22,349 shares · 0.0% of their software$590KFlat
- AvePointAVPT40,553 shares · 0.0% of their software$586KFlat
- Blend Labs, Inc.BLND172,728 shares · 0.0% of their software$579KFlat
- Riskified Ltd.RSKD120,740 shares · 0.0% of their software$558KFlat
- LiveRamp Holdings, Inc.RAMP20,136 shares · 0.0% of their software$526KFlat
- PDF Solutions, Inc.PDFS27,111 shares · 0.0% of their software$518KFlat
- Upbound Group, Inc.UPBD21,074 shares · 0.0% of their software$505KFlat
- NetScout Systems, Inc.NTCT23,968 shares · 0.0% of their software$504KFlat
- Rapid7RPD18,612 shares · 0.0% of their software$493KFlat
- PagerDutyPD25,853 shares · 0.0% of their software$472KFlat
- KlaviyoKVYO15,499 shares · 0.0% of their software$469KFlat
- CertaraCERT46,761 shares · 0.0% of their software$463KFlat
- Adeia Inc.ADEA34,040 shares · 0.0% of their software$450KFlat
- PhreesiaPHR16,547 shares · 0.0% of their software$423KFlat
- Yalla Group LimitedYALA79,716 shares · 0.0% of their software$416KFlat
- AppianAPPN13,946 shares · 0.0% of their software$402KFlat
- Core Scientific, Inc.CORZ53,329 shares · 0.0% of their software$386K−$1.9M
- Thryv Holdings, Inc.THRY29,974 shares · 0.0% of their software$384KFlat
- Sprout SocialSPT17,350 shares · 0.0% of their software$382KFlat
- AsanaASAN25,300 shares · 0.0% of their software$369KFlat
- Diebold Nixdorf, IncorporatedDBD7,800 shares · 0.0% of their software$341KFlat
- SchrödingerSDGR16,560 shares · 0.0% of their software$327KFlat
- CourseraCOUR42,368 shares · 0.0% of their software$282KFlat
- Dave Inc.DAVE3,400 shares · 0.0% of their software$281KFlat
- Sabre CorporationSABR93,694 shares · 0.0% of their software$263KFlat
- SprinklrCXM30,591 shares · 0.0% of their software$255KFlat
- AmplitudeAMPL23,680 shares · 0.0% of their software$241KFlat
- NextNav Inc.NN19,472 shares · 0.0% of their software$237KFlat
- FastlyFSLY36,132 shares · 0.0% of their software$229KFlat
- Ibotta, Inc.IBTA4,900 shares · 0.0% of their software$207KFlat
- Endava plcDAVA9,867 shares · 0.0% of their software$193KFlat
- OneSpan Inc.OSPN12,468 shares · 0.0% of their software$190KFlat
- YextYEXT30,903 shares · 0.0% of their software$190KFlat
- Grindr Inc.GRND9,146 shares · 0.0% of their software$164KFlat
- Simulations PlusSLP6,534 shares · 0.0% of their software$160KFlat
- Repay Holdings CorporationRPAY24,400 shares · 0.0% of their software$136KFlat
- GigaCloud Technology Inc.GCT9,500 shares · 0.0% of their software$135KFlat
- monday.comMNDY547 shares · 0.0% of their software$133K−$5.7M
- Paysafe LimitedPSFE8,499 shares · 0.0% of their software$133KFlat
- Bandwidth Inc.BAND9,898 shares · 0.0% of their software$130KFlat
- International Money Express, Inc.IMXI10,218 shares · 0.0% of their software$129KFlat
- N-ableNABL17,590 shares · 0.0% of their software$125KFlat
- Life360, Inc.LIF3,200 shares · 0.0% of their software$123KFlat
- PubMaticPUBM11,752 shares · 0.0% of their software$107KFlat
- SemrushSEMR11,367 shares · 0.0% of their software$106KFlat
- Ooma, Inc.OOMA7,203 shares · 0.0% of their software$94KFlat
- Pagaya Technologies Ltd.PGY9,000 shares · 0.0% of their software$94KFlat
- PowerFleet, Inc.AIOT16,900 shares · 0.0% of their software$93KFlat
- Cerence Inc.CRNC11,549 shares · 0.0% of their software$91KFlat
- Digital TurbineAPPS32,416 shares · 0.0% of their software$88KFlat
- Ribbon Communications Inc.RBBN22,549 shares · 0.0% of their software$88KFlat
- Mitek Systems, Inc.MITK9,867 shares · 0.0% of their software$81KFlat
- Asure Software, Inc.ASUR8,393 shares · 0.0% of their software$80KFlat
- SoundThinking, Inc.SSTI4,683 shares · 0.0% of their software$79KFlat
- 8x8EGHT38,380 shares · 0.0% of their software$77KFlat
- Materialise NVMTLS14,764 shares · 0.0% of their software$73KFlat
- Xperi Inc.XPER8,900 shares · 0.0% of their software$69KFlat
- DomoDOMO8,573 shares · 0.0% of their software$67KFlat
- Kaltura, Inc.KLTR35,542 shares · 0.0% of their software$67KFlat
- SmartRent, Inc.SMRT53,284 shares · 0.0% of their software$64KFlat
- EverCommerceEVCM6,197 shares · 0.0% of their software$62KFlat
- Viant Technology Inc.DSP4,728 shares · 0.0% of their software$59KFlat
- ReposiTrak, Inc.TRAK2,900 shares · 0.0% of their software$59KFlat
- Immersion CorporationIMMR7,460 shares · 0.0% of their software$57KFlat
- eGain CorporationEGAN10,376 shares · 0.0% of their software$50KFlat
- Commerce.com, Inc.CMRC8,579 shares · 0.0% of their software$49KFlat
- Silvaco Group, Inc.SVCO10,000 shares · 0.0% of their software$46KFlat
- Health CatalystHCAT9,281 shares · 0.0% of their software$42KFlat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$35KFlat
- Rimini Street, Inc.RMNI9,177 shares · 0.0% of their software$32KFlat
- Paysign, Inc.PAYS12,675 shares · 0.0% of their software$27KFlat
- Roadzen, Inc.RDZN25,509 shares · 0.0% of their software$27KFlat
- Karooooo Ltd.KARO576 shares · 0.0% of their software$25KFlat
- Aeva Technologies, Inc.AEVA3,310 shares · 0.0% of their software$23KFlat
- Tucows Inc.TCX1,045 shares · 0.0% of their software$18KFlat
- AudioEye, Inc.AEYE1,400 shares · 0.0% of their software$16KFlat
- Nerdy Inc.NRDY9,647 shares · 0.0% of their software$14KFlat
- Rackspace Technology, Inc.RXT7,050 shares · 0.0% of their software$12KFlat
- Rekor Systems, Inc.REKR12,300 shares · 0.0% of their software$11KFlat
- VirTra, Inc.VTSI1,900 shares · 0.0% of their software$8KFlat
- Airship AI Holdings, Inc.AISP1,200 shares · 0.0% of their software$5KFlat
- BackblazeBLZE1,100 shares · 0.0% of their software$5KFlat
- CS Disco, Inc.LAW1,300 shares · 0.0% of their software$5KFlat
- Telos CorporationTLS1,200 shares · 0.0% of their software$3KFlat