Generalist · Albany, NY
New York State Common Retirement Fund
Q2 2025 · compared with Q1 2025
- Software
- $10.5B
- Weight of 13F
- 14.0%
- Names
- 232
- Net bought
- +$177M
Filed 13 August 2025 · SEC filing.
3,137 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
- MicrosoftMSFT9,756,877 shares · 46.2% of their software · price +$1.2B$4.9BFlat
- OracleORCL2,077,347 shares · 4.3% of their software · price +$164M$454M+$3.0M
- PalantirPLTR2,500,641 shares · 3.2% of their software · price +$130M$341M+$120M
- SalesforceCRM1,202,647 shares · 3.1% of their software · price +$5.2M$328MFlat
- ServiceNowNOW260,032 shares · 2.5% of their software · price +$60.3M$267MFlat
- IntuitINTU336,831 shares · 2.5% of their software · price +$58.5M$265M−$2.1M
- Uber Technologies, Inc.UBER2,627,703 shares · 2.3% of their software · price +$53.7M$245M−$3.4M
- AdobeADBE566,682 shares · 2.1% of their software · price +$1.9M$219M−$7.3M
- Palo Alto NetworksPANW819,592 shares · 1.6% of their software · price +$27.9M$168MFlat
- SynopsysSNPS314,224 shares · 1.5% of their software · price +$26.3M$161M−$4.8M
- Automatic Data Processing, Inc.ADP515,211 shares · 1.5% of their software · price +$1.5M$159M−$3.9M
- Fiserv, Inc.FISV904,650 shares · 1.5% of their software · price −$43.8M$156M+$7.0M
- CrowdStrikeCRWD291,800 shares · 1.4% of their software · price +$45.7M$149M+$9.0M
- CadenceCDNS405,718 shares · 1.2% of their software · price +$21.8M$125MFlat
- AppLovinAPP346,441 shares · 1.2% of their software · price +$29.5M$121M+$35.3M
- Strategy IncMSTR281,450 shares · 1.1% of their software · price +$32.6M$114M+$47.7M
- AutodeskADSK317,843 shares · 0.9% of their software · price +$15.2M$98.4MFlat
- SnowflakeSNOW409,987 shares · 0.9% of their software · price +$31.8M$91.7M+$1.1M
- FortinetFTNT829,857 shares · 0.8% of their software · price +$7.9M$87.7MFlat
- GuidewireGWRE359,054 shares · 0.8% of their software · price +$17.3M$84.5M−$13.4M
- Tyler TechnologiesTYL129,333 shares · 0.7% of their software · price +$1.5M$76.7MFlat
- VeevaVEEV250,954 shares · 0.7% of their software · price +$14.1M$72.3M−$2.2M
- Roper Technologies, Inc.ROP123,757 shares · 0.7% of their software · price −$2.8M$70.2MFlat
- DatadogDDOG499,592 shares · 0.6% of their software · price +$17.5M$67.1M−$2.1M
- WorkdayWDAY249,500 shares · 0.6% of their software · price +$1.6M$59.9MFlat
- AtlassianTEAM289,604 shares · 0.6% of their software · price −$2.6M$58.8M+$4.7M
- AppFolioAPPF224,737 shares · 0.5% of their software · price +$2.3M$51.8MFlat
- Agilysys, Inc.AGYS427,690 shares · 0.5% of their software · price +$18.0M$49.0M+$4.1M
- Manhattan AssociatesMANH227,677 shares · 0.4% of their software · price +$5.6M$45.0MFlat
- Amdocs LimitedDOX460,874 shares · 0.4% of their software$42.1MFlat
- PaycomPAYC170,487 shares · 0.4% of their software · price +$2.2M$39.5MFlat
- Block, Inc.XYZ567,202 shares · 0.4% of their software · price +$7.7M$38.5M−$3.4M
- Q2QTWO408,364 shares · 0.4% of their software · price +$5.5M$38.2MFlat
- PTCPTC220,460 shares · 0.4% of their software · price +$3.8M$38.0M+$2.4M
- Clearwater AnalyticsCWAN1,639,265 shares · 0.3% of their software$35.9M—
- Check PointCHKP162,262 shares · 0.3% of their software · price −$1.1M$35.9M−$5.4M
- Paychex, Inc.PAYX232,765 shares · 0.3% of their software · price −$2.1M$33.9MFlat
- ProcorePCOR472,207 shares · 0.3% of their software · price +$1.1M$32.3M+$2.7M
- ShopifySHOP271,669 shares · 0.3% of their software · price +$5.4M$31.3M−$5.4M
- VertexVERX878,074 shares · 0.3% of their software$31.0M+$9.2M
- CloudflareNET155,528 shares · 0.3% of their software · price +$12.9M$30.5M+$563K
- VeriskVRSK97,331 shares · 0.3% of their software · price +$1.4M$30.3MFlat
- CCC Intelligent Solutions Holdings Inc.CCC3,182,899 shares · 0.3% of their software · price +$1.2M$30.0M+$5.3M
- Alarm.com Holdings, Inc.ALRM526,230 shares · 0.3% of their software$29.8MFlat
- GoDaddyGDDY158,112 shares · 0.3% of their software$28.5MFlat
- Fair IsaacFICO14,561 shares · 0.3% of their software$26.6M+$4.1M
- MongoDBMDB116,634 shares · 0.2% of their software · price +$4.0M$24.5M+$614K
- GitLabGTLB507,764 shares · 0.2% of their software · price −$960K$22.9M−$3.8M
- ToastTOST516,839 shares · 0.2% of their software · price +$5.7M$22.9M+$9.4M
- WixWIX142,095 shares · 0.2% of their software · price −$699K$22.5M+$585K
- nCinoNCNO784,418 shares · 0.2% of their software$21.9M+$2.7M
- Intapp, Inc.INTA408,502 shares · 0.2% of their software · price −$2.8M$21.1M+$4.6M
- PegasystemsPEGA387,584 shares · 0.2% of their software · price −$6.0M$21.0M+$14.2M
- BroadridgeBR82,543 shares · 0.2% of their software$20.1MFlat
- HubSpotHUBS35,785 shares · 0.2% of their software · price −$525K$19.9M−$7.8M
- DocuSignDOCU247,813 shares · 0.2% of their software · price −$870K$19.3MFlat
- BlackbaudBLKB300,337 shares · 0.2% of their software · price +$649K$19.3MFlat
- JFrogFROG419,757 shares · 0.2% of their software · price +$5.0M$18.4MFlat
- WEX Inc.WEX121,469 shares · 0.2% of their software · price −$1.2M$17.8MFlat
- DuolingoDUOL43,500 shares · 0.2% of their software · price +$4.3M$17.8MFlat
- CoStarCSGP220,125 shares · 0.2% of their software$17.7MFlat
- Sportradar Group AGSRAD621,625 shares · 0.2% of their software · price +$4.0M$17.5MFlat
- ZscalerZS54,149 shares · 0.2% of their software · price +$6.3M$17.0M+$670K
- ElasticESTC194,793 shares · 0.2% of their software · price −$929K$16.4M−$1.9M
- The Trade DeskTTD224,314 shares · 0.2% of their software · price +$3.9M$16.1MFlat
- WaystarWAY390,747 shares · 0.2% of their software · price +$1.4M$16.0M+$773K
- SPS CommerceSPSC116,361 shares · 0.2% of their software$15.8MFlat
- NICENICE91,973 shares · 0.1% of their software · price +$1.4M$15.5M+$1.6M
- NetApp, Inc.NTAP139,762 shares · 0.1% of their software · price +$2.6M$14.9M+$2.8M
- Calix, Inc.CALX275,378 shares · 0.1% of their software · price +$4.9M$14.6MFlat
- ACI WorldwideACIW318,701 shares · 0.1% of their software · price −$2.8M$14.6M−$8.0M
- WorkivaWK213,595 shares · 0.1% of their software · price −$1.6M$14.6M−$11.0M
- Bentley SystemsBSY259,387 shares · 0.1% of their software · price +$3.8M$14.0MFlat
- Shift4 Payments, Inc.FOUR140,801 shares · 0.1% of their software · price +$2.4M$14.0M+$749K
- ZoomZM167,718 shares · 0.1% of their software · price +$706K$13.1MFlat
- Corpay, Inc.CPAY37,215 shares · 0.1% of their software · price −$629K$12.3MFlat
- Rubrik, Inc.RBRK132,997 shares · 0.1% of their software · price +$3.8M$11.9M+$2.4M
- MagniteMGNI493,225 shares · 0.1% of their software · price +$6.3M$11.9M−$1.9M
- TrimbleTRMB153,056 shares · 0.1% of their software · price +$1.6M$11.6MFlat
- ServiceTitanTTAN103,030 shares · 0.1% of their software · price +$1.2M$11.0M+$4.6M
- FactSetFDS24,527 shares · 0.1% of their software$11.0MFlat
- VeriSign, Inc.VRSN37,704 shares · 0.1% of their software · price +$1.3M$10.9MFlat
- KlaviyoKVYO322,368 shares · 0.1% of their software · price +$1.1M$10.8M+$9.3M
- monday.comMNDY34,211 shares · 0.1% of their software · price +$2.4M$10.8M+$8.2M
- DoubleVerifyDV685,119 shares · 0.1% of their software · price +$1.1M$10.3MFlat
- NutanixNTNX131,000 shares · 0.1% of their software · price +$869K$10.0MFlat
- Gen DigitalGEN336,095 shares · 0.1% of their software · price +$961K$9.9MFlat
- SS&CSSNC115,996 shares · 0.1% of their software$9.6MFlat
- TwilioTWLO76,181 shares · 0.1% of their software · price +$2.0M$9.5MFlat
- SentinelOneS501,146 shares · 0.1% of their software$9.2M+$512K
- BlackLineBL158,456 shares · 0.1% of their software · price +$1.3M$9.0MFlat
- OktaOKTA89,715 shares · 0.1% of their software$9.0MFlat
- F5, Inc.FFIV30,194 shares · 0.1% of their software · price +$847K$8.9MFlat
- DynatraceDT150,025 shares · 0.1% of their software · price +$1.2M$8.3MFlat
- Red Violet, Inc.RDVT150,022 shares · 0.1% of their software · price +$1.7M$7.4M+$1.7M
- PaylocityPCTY37,008 shares · 0.1% of their software$6.7M+$1.0M
- ePlus inc.PLUS92,772 shares · 0.1% of their software · price +$1.0M$6.7MFlat
- AkamaiAKAM81,463 shares · 0.1% of their software$6.5MFlat
- i3 Verticals, Inc.IIIV233,173 shares · 0.1% of their software · price +$655K$6.4MFlat
- Radware Ltd.RDWR215,632 shares · 0.1% of their software · price +$1.7M$6.3M+$833K
- PaymentusPAY152,908 shares · 0.0% of their software · price +$1.0M$5.0MFlat
- EVERTEC, Inc.EVTC130,027 shares · 0.0% of their software$4.7MFlat
- SAPSAP14,607 shares · 0.0% of their software · price +$521K$4.4M−$988K
- SamsaraIOT107,500 shares · 0.0% of their software$4.3MNew · +$4.1M
- PagSeguro Digital Ltd.PAGS443,215 shares · 0.0% of their software · price +$891K$4.3M−$1.0M
- DoximityDOCS65,159 shares · 0.0% of their software$4.0M−$4.2M
- MorningstarMORN12,641 shares · 0.0% of their software$4.0MFlat
- Lyft, Inc.LYFT250,172 shares · 0.0% of their software · price +$973K$3.9MFlat
- UnityU161,174 shares · 0.0% of their software · price +$743K$3.9MFlat
- Daily Journal CorporationDJCO9,059 shares · 0.0% of their software$3.8MFlat
- Payoneer Global Inc.PAYO496,507 shares · 0.0% of their software$3.4MFlat
- CommvaultCVLT19,038 shares · 0.0% of their software$3.3M+$545K
- Zeta GlobalZETA203,808 shares · 0.0% of their software$3.2M+$1.4M
- DropboxDBX107,322 shares · 0.0% of their software$3.1MFlat
- Definitive HealthcareDH766,433 shares · 0.0% of their software · price +$774K$3.0MFlat
- PAR Technology CorporationPAR39,423 shares · 0.0% of their software$2.7MFlat
- UiPathPATH200,837 shares · 0.0% of their software · price +$502K$2.6MFlat
- FlywireFLYW218,734 shares · 0.0% of their software$2.6MFlat
- QualysQLYS16,904 shares · 0.0% of their software$2.4MFlat
- Core Scientific, Inc.CORZ141,306 shares · 0.0% of their software · price +$1.4M$2.4M+$637K
- Remitly Global, Inc.RELY121,123 shares · 0.0% of their software$2.3M+$1.5M
- BILLBILL44,640 shares · 0.0% of their software$2.1M−$7.7M
- Five9FIVN77,895 shares · 0.0% of their software$2.1MFlat
- Consensus Cloud Solutions, Inc.CCSI87,536 shares · 0.0% of their software$2.0MFlat
- Euronet Worldwide, Inc.EEFT18,760 shares · 0.0% of their software$1.9MFlat
- A10 Networks, Inc.ATEN97,845 shares · 0.0% of their software$1.9MFlat
- InterDigital, Inc.IDCC8,417 shares · 0.0% of their software$1.9MFlat
- VaronisVRNS36,187 shares · 0.0% of their software$1.8MFlat
- AvePointAVPT85,272 shares · 0.0% of their software$1.6M+$646K
- AlkamiALKT51,804 shares · 0.0% of their software$1.6MFlat
- BoxBOX43,590 shares · 0.0% of their software$1.5MFlat
- TenableTENB43,116 shares · 0.0% of their software$1.5MFlat
- Cellebrite DI Ltd.CLBT89,570 shares · 0.0% of their software$1.4M−$829K
- TeradataTDC62,457 shares · 0.0% of their software$1.4MFlat
- ZoomInfoZI134,860 shares · 0.0% of their software$1.4MFlat
- SoundHound AI, Inc.SOUN115,962 shares · 0.0% of their software$1.2MFlat
- StoneCo Ltd.STNE76,756 shares · 0.0% of their software$1.2MFlat
- VTEXVTEX178,890 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX11,602 shares · 0.0% of their software$1.2MFlat
- Donnelley Financial Solutions, Inc.DFIN18,309 shares · 0.0% of their software$1.1M−$986K
- RingCentralRNG38,311 shares · 0.0% of their software$1.1MFlat
- C3.aiAI38,296 shares · 0.0% of their software$941KFlat
- Yalla Group LimitedYALA136,399 shares · 0.0% of their software$919KFlat
- FreshworksFRSH61,492 shares · 0.0% of their software$917K−$6.0M
- ProgressPRGS13,972 shares · 0.0% of their software$892KFlat
- Cognyte Software Ltd.CGNT93,978 shares · 0.0% of their software$868KFlat
- Dave Inc.DAVE3,100 shares · 0.0% of their software · price +$576K$832KFlat
- Viant Technology Inc.DSP62,577 shares · 0.0% of their software$828K+$718K
- Clear Secure, Inc.YOU28,913 shares · 0.0% of their software$803KFlat
- Global-EGLBE23,454 shares · 0.0% of their software$787K−$1.2M
- BrazeBRZE25,575 shares · 0.0% of their software$719K−$8.2M
- Alight, Inc.ALIT124,296 shares · 0.0% of their software$704KFlat
- LiveRamp Holdings, Inc.RAMP20,136 shares · 0.0% of their software$665KFlat
- NCR Atleos CorporationNATL22,349 shares · 0.0% of their software$638KFlat
- Riskified Ltd.RSKD120,740 shares · 0.0% of their software$602KFlat
- PDF Solutions, Inc.PDFS27,111 shares · 0.0% of their software$580KFlat
- NetScout Systems, Inc.NTCT23,176 shares · 0.0% of their software$575KFlat
- SailPointSAIL25,000 shares · 0.0% of their software$572KNew · Flat
- Blend Labs, Inc.BLND172,728 shares · 0.0% of their software$570KFlat
- DigitalOceanDOCN19,917 shares · 0.0% of their software$569KFlat
- CertaraCERT46,761 shares · 0.0% of their software$547KFlat
- Adeia Inc.ADEA34,040 shares · 0.0% of their software$481KFlat
- PhreesiaPHR16,547 shares · 0.0% of their software$471KFlat
- Diebold Nixdorf, IncorporatedDBD7,800 shares · 0.0% of their software$432KFlat
- Rapid7RPD18,612 shares · 0.0% of their software$430KFlat
- NextNav Inc.NN27,872 shares · 0.0% of their software$424KFlat
- AppianAPPN13,946 shares · 0.0% of their software$416KFlat
- PagerDutyPD25,853 shares · 0.0% of their software$395KFlat
- CourseraCOUR42,368 shares · 0.0% of their software$371KFlat
- Upbound Group, Inc.UPBD14,751 shares · 0.0% of their software$370KFlat
- Thryv Holdings, Inc.THRY29,974 shares · 0.0% of their software$364KFlat
- Sprout SocialSPT17,350 shares · 0.0% of their software$363KFlat
- Aeva Technologies, Inc.AEVA9,510 shares · 0.0% of their software$359KFlat
- AsanaASAN25,300 shares · 0.0% of their software$342KFlat
- Life360, Inc.LIF5,100 shares · 0.0% of their software$333KFlat
- SchrödingerSDGR16,560 shares · 0.0% of their software$333KFlat
- Bitdeer Technologies GroupBTDR28,400 shares · 0.0% of their software$326KNew · Flat
- Pagaya Technologies Ltd.PGY14,200 shares · 0.0% of their software$303KFlat
- Sabre CorporationSABR93,694 shares · 0.0% of their software$296KFlat
- AmplitudeAMPL23,680 shares · 0.0% of their software$294KFlat
- Grindr Inc.GRND12,504 shares · 0.0% of their software$284KFlat
- YextYEXT30,903 shares · 0.0% of their software$263KFlat
- SprinklrCXM30,591 shares · 0.0% of their software$259KFlat
- FastlyFSLY36,132 shares · 0.0% of their software$255KFlat
- OneSpan Inc.OSPN12,468 shares · 0.0% of their software$208KFlat
- Ibotta, Inc.IBTA4,900 shares · 0.0% of their software$179KFlat
- Karooooo Ltd.KARO3,258 shares · 0.0% of their software$160KFlat
- Digital TurbineAPPS24,929 shares · 0.0% of their software$147KFlat
- PubMaticPUBM11,752 shares · 0.0% of their software$146KFlat
- GigaCloud Technology Inc.GCT7,200 shares · 0.0% of their software$142KFlat
- N-ableNABL17,590 shares · 0.0% of their software$142KFlat
- DomoDOMO8,573 shares · 0.0% of their software$120KFlat
- Cerence Inc.CRNC11,549 shares · 0.0% of their software$118KFlat
- Repay Holdings CorporationRPAY24,400 shares · 0.0% of their software$118KFlat
- Simulations PlusSLP6,534 shares · 0.0% of their software$114KFlat
- Paysafe LimitedPSFE8,499 shares · 0.0% of their software$107KFlat
- Bakkt, Inc.BKKT7,600 shares · 0.0% of their software$106KNew · Flat
- Expensify, Inc.EXFY40,500 shares · 0.0% of their software$105KNew · Flat
- Rezolve AI PLCRZLV33,900 shares · 0.0% of their software$104KNew · Flat
- SemrushSEMR11,367 shares · 0.0% of their software$103KFlat
- Mitek Systems, Inc.MITK9,867 shares · 0.0% of their software$98KFlat
- Ooma, Inc.OOMA7,203 shares · 0.0% of their software$93KFlat
- Palladyne AI Corp.PDYN10,600 shares · 0.0% of their software$92KNew · Flat
- Bandwidth Inc.BAND5,698 shares · 0.0% of their software$91KFlat
- Paysign, Inc.PAYS12,675 shares · 0.0% of their software$91KFlat
- Ribbon Communications Inc.RBBN22,549 shares · 0.0% of their software$90KFlat
- Materialise NVMTLS14,764 shares · 0.0% of their software$83KFlat
- Asure Software, Inc.ASUR8,393 shares · 0.0% of their software$82KFlat
- 8x8EGHT38,380 shares · 0.0% of their software$75KFlat
- Endava plcDAVA4,829 shares · 0.0% of their software$74KFlat
- PowerFleet, Inc.AIOT16,900 shares · 0.0% of their software$73KFlat
- Kaltura, Inc.KLTR35,542 shares · 0.0% of their software$71KFlat
- Xperi Inc.XPER8,900 shares · 0.0% of their software$70KFlat
- eGain CorporationEGAN10,376 shares · 0.0% of their software$65KFlat
- EverCommerceEVCM6,197 shares · 0.0% of their software$65KFlat
- SoundThinking, Inc.SSTI4,683 shares · 0.0% of their software$61KFlat
- Immersion CorporationIMMR7,460 shares · 0.0% of their software$59KFlat
- ReposiTrak, Inc.TRAK2,900 shares · 0.0% of their software$57KFlat
- Silvaco Group, Inc.SVCO10,000 shares · 0.0% of their software$47KFlat
- Commerce.com, Inc.CMRC8,579 shares · 0.0% of their software$43KFlat
- Priority Technology Holdings, Inc.PRTH5,146 shares · 0.0% of their software$40KFlat
- Health CatalystHCAT9,281 shares · 0.0% of their software$35KFlat
- Rimini Street, Inc.RMNI9,177 shares · 0.0% of their software$35KFlat
- Tucows Inc.TCX1,045 shares · 0.0% of their software$21KFlat
- AudioEye, Inc.AEYE1,400 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$9KFlat
- Airship AI Holdings, Inc.AISP1,200 shares · 0.0% of their software$7KFlat
- BackblazeBLZE1,100 shares · 0.0% of their software$6KFlat
- CS Disco, Inc.LAW1,300 shares · 0.0% of their software$6KFlat
- Telos CorporationTLS1,200 shares · 0.0% of their software$4KFlat
- International Money Express, Inc.IMXI118 shares · 0.0% of their software$1KFlat