Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2017 · compared with Q1 2017
Filed as State Of Wisconsin Investment Board
- Software
- $1.5B
- Weight of 13F
- 4.8%
- Names
- 51
- Net bought
- +$226M
Filed 3 August 2017 · SEC filing.
1,457 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 2026177 names$3.4B−$97.1M
- Q1 2026174 names$3.3B+$162M
- Q4 2025170 names$4.1B+$321M
- Q3 2025179 names$4.5B−$78.4M
- Q2 2025182 names$4.5B−$173M
- Q1 2025175 names$3.8B+$103M
- Q4 2024171 names$4.1B−$206M
- Q3 2024170 names$4.1B+$124M
- Q2 2024162 names$4.0B−$80.5M
- Q1 2024159 names$4.1B+$76.3M
- Q4 2023160 names$3.7B−$27.3M
- Q3 2023167 names$3.1B−$244M
- Q2 2023160 names$3.5B−$37.0M
- Q1 2023153 names$3.1B+$94.9M
- Q4 2022148 names$2.6B−$145M
- Q3 2022159 names$2.6B−$390M
- Q2 2022157 names$3.3B+$295M
- Q1 2022130 names$4.3B−$85.2M
- Q4 2021124 names$5.0B−$65.6M
- Q3 2021119 names$4.7B+$131M
- Q2 2021114 names$4.4B+$115M
- Q1 2021113 names$4.1B+$2.8M
- Q4 2020106 names$4.1B+$12.7M
- Q3 2020102 names$3.7B+$34.1M
- Q2 202085 names$3.4B+$146M
- Q1 202073 names$2.5B−$268M
- Q4 201973 names$3.0B+$87.2M
- Q3 201962 names$2.6B+$75.4M
- Q2 201963 names$2.6B−$102M
- Q1 201957 names$2.5B−$50.1M
- Q4 201856 names$2.1B+$158M
- Q3 201857 names$2.3B−$25.9M
- Q2 201857 names$2.0B−$27.3M
- Q1 201850 names$1.9B−$50.5M
- Q4 201749 names$1.8B+$23.7M
- Q3 201749 names$1.6B+$2.5M
- Q2 201751 names$1.5B+$226M
- Q1 201750 names$1.2B+$133M
- Q4 201650 names$936M−$81.7M
- Q3 201647 names$990M−$102M
- Q2 201646 names$1.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT9,110,069 shares · 41.9% of their software · price +$28.0M$628M+$84.5M
- OracleORCL4,006,307 shares · 13.4% of their software · price +$22.2M$201M+$36.3M
- AdobeADBE708,626 shares · 6.7% of their software · price +$8.0M$100M+$17.4M
- SalesforceCRM1,015,833 shares · 5.9% of their software · price +$4.2M$88.0M+$21.7M
- Automatic Data Processing, Inc.ADP394,444 shares · 2.7% of their software$40.4M−$3.0M
- AutodeskADSK337,874 shares · 2.3% of their software · price +$4.8M$34.1M+$3.7M
- IntuitINTU254,416 shares · 2.3% of their software · price +$4.3M$33.8M+$10.5M
- Fiserv, Inc.FISV223,450 shares · 1.8% of their software · price +$1.6M$27.3M+$4.0M
- ServiceNowNOW224,553 shares · 1.6% of their software · price +$4.2M$23.8M+$5.3M
- VeriskVRSK270,368 shares · 1.5% of their software · price +$873K$22.8M+$13.5M
- Check PointCHKP183,820 shares · 1.3% of their software · price +$1.2M$20.1M−$2.9M
- Roper Technologies, Inc.ROP83,769 shares · 1.3% of their software · price +$2.1M$19.4M+$4.4M
- Paychex, Inc.PAYX277,559 shares · 1.1% of their software · price −$544K$15.8M+$3.5M
- PaycomPAYC228,450 shares · 1.0% of their software · price +$2.5M$15.6MFlat
- NetApp, Inc.NTAP332,769 shares · 0.9% of their software · price −$599K$13.3M−$8.0M
- Palo Alto NetworksPANW99,532 shares · 0.9% of their software · price +$2.1M$13.3M+$1.8M
- WorkdayWDAY133,728 shares · 0.9% of their software · price +$1.8M$13.0M+$1.2M
- SynopsysSNPS167,115 shares · 0.8% of their software$12.2M+$1.9M
- PTCPTC206,328 shares · 0.8% of their software · price +$530K$11.4M+$816K
- Q2QTWO307,455 shares · 0.8% of their software · price +$646K$11.4M+$3.6M
- 8x8EGHT779,950 shares · 0.8% of their software$11.3M—
- ShopifySHOP119,800 shares · 0.7% of their software · price +$2.3M$10.4M+$7.6M
- CadenceCDNS305,771 shares · 0.7% of their software · price +$639K$10.2M+$1.5M
- VeevaVEEV150,376 shares · 0.6% of their software · price +$1.5M$9.2M+$6.7M
- F5, Inc.FFIV64,953 shares · 0.6% of their software · price −$1.0M$8.3MFlat
- BlackbaudBLKB90,660 shares · 0.5% of their software · price +$823K$7.8M−$590K
- TrimbleTRMB217,595 shares · 0.5% of their software · price +$796K$7.8M+$1.7M
- CoStarCSGP27,761 shares · 0.5% of their software · price +$1.6M$7.3M+$1.5M
- AkamaiAKAM145,221 shares · 0.5% of their software · price −$1.4M$7.2M−$1.8M
- VaronisVRNS192,000 shares · 0.5% of their software · price +$1.0M$7.1M+$2.4M
- BroadridgeBR93,078 shares · 0.5% of their software · price +$708K$7.0M+$1.0M
- WEX Inc.WEX63,157 shares · 0.4% of their software$6.6MFlat
- VeriSign, Inc.VRSN69,394 shares · 0.4% of their software$6.5M+$788K
- HubSpotHUBS97,700 shares · 0.4% of their software · price +$508K$6.4M−$2.3M
- OpenTextOTEX190,168 shares · 0.4% of their software$6.0MFlat
- SS&CSSNC146,500 shares · 0.4% of their software$5.6M+$4.0M
- FortinetFTNT127,077 shares · 0.3% of their software$4.8M−$3.4M
- PDF Solutions, Inc.PDFS227,478 shares · 0.2% of their software · price −$1.4M$3.7M+$3.7M
- PaylocityPCTY81,000 shares · 0.2% of their software · price +$531K$3.7MNew · +$3.1M
- BlackBerry LimitedBB353,258 shares · 0.2% of their software · price +$791K$3.5MFlat
- Sabre CorporationSABR141,320 shares · 0.2% of their software$3.1MFlat
- Amdocs LimitedDOX28,992 shares · 0.1% of their software$1.9MFlat
- FactSetFDS7,691 shares · 0.1% of their software$1.3MFlat
- Tyler TechnologiesTYL6,871 shares · 0.1% of their software$1.2MFlat
- Block, Inc.XYZ44,252 shares · 0.1% of their software$1.0M+$590K
- GuidewireGWRE14,787 shares · 0.1% of their software$1.0MFlat
- Euronet Worldwide, Inc.EEFT10,026 shares · 0.1% of their software$876KFlat
- TeradataTDC26,810 shares · 0.1% of their software$791KFlat
- GoDaddyGDDY15,605 shares · 0.0% of their software$662KFlat
- Manhattan AssociatesMANH13,761 shares · 0.0% of their software$661KFlat
- MorningstarMORN3,774 shares · 0.0% of their software$296KFlat