Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2018 · compared with Q4 2017
Filed as State Of Wisconsin Investment Board
- Software
- $1.9B
- Weight of 13F
- 5.4%
- Names
- 50
- Net bought
- −$50.5M
Filed 7 May 2018 · SEC filing.
1,454 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
- MicrosoftMSFT9,354,600 shares · 45.5% of their software · price +$53.6M$854M−$33.1M
- OracleORCL3,729,301 shares · 9.1% of their software · price −$5.7M$171M+$10.7M
- AdobeADBE594,633 shares · 6.8% of their software · price +$24.3M$128M−$10.6M
- SalesforceCRM807,461 shares · 5.0% of their software · price +$11.4M$93.9M−$6.7M
- Automatic Data Processing, Inc.ADP543,447 shares · 3.3% of their software · price −$2.0M$61.7MFlat
- IntuitINTU298,581 shares · 2.8% of their software · price +$4.6M$51.8M+$2.3M
- Fiserv, Inc.FISV502,148 shares · 1.9% of their software · price −$30.0M$35.8MSplit
- ServiceNowNOW194,378 shares · 1.7% of their software · price +$6.8M$32.2M+$575K
- AutodeskADSK226,335 shares · 1.5% of their software · price +$4.7M$28.4M−$7.5M
- VeriskVRSK256,853 shares · 1.4% of their software · price +$2.1M$26.7M−$1.8M
- Roper Technologies, Inc.ROP90,322 shares · 1.3% of their software · price +$2.0M$25.4M+$1.0M
- Paychex, Inc.PAYX389,344 shares · 1.3% of their software · price −$2.5M$24.0M+$3.5M
- NetApp, Inc.NTAP321,952 shares · 1.1% of their software · price +$2.1M$19.9M−$8.1M
- WorkdayWDAY152,022 shares · 1.0% of their software · price +$3.9M$19.3MFlat
- PaycomPAYC178,450 shares · 1.0% of their software · price +$4.8M$19.2MFlat
- Palo Alto NetworksPANW95,510 shares · 0.9% of their software · price +$3.5M$17.3MFlat
- Block, Inc.XYZ333,036 shares · 0.9% of their software · price +$4.8M$16.4MFlat
- SynopsysSNPS180,795 shares · 0.8% of their software$15.0M−$4.9M
- BroadridgeBR136,569 shares · 0.8% of their software · price +$2.6M$15.0M+$1.5M
- NutanixNTNX292,000 shares · 0.8% of their software · price +$4.0M$14.3M+$2.4M
- ShopifySHOP107,159 shares · 0.7% of their software · price +$2.5M$13.3M+$875K
- AkamaiAKAM186,638 shares · 0.7% of their software · price +$1.1M$13.2M+$869K
- VeriSign, Inc.VRSN106,054 shares · 0.7% of their software$12.6M−$719K
- CadenceCDNS339,161 shares · 0.7% of their software · price −$1.7M$12.5M−$4.6M
- Check PointCHKP125,211 shares · 0.7% of their software · price −$536K$12.4M+$5.9M
- 8x8EGHT654,950 shares · 0.7% of their software$12.2M—
- CoStarCSGP31,865 shares · 0.6% of their software · price +$2.1M$11.6M−$3.3M
- F5, Inc.FFIV75,939 shares · 0.6% of their software · price +$1.0M$11.0M+$2.1M
- SS&CSSNC203,934 shares · 0.6% of their software · price +$2.7M$10.9M+$1.9M
- HubSpotHUBS97,700 shares · 0.6% of their software · price +$1.9M$10.6MFlat
- TrimbleTRMB293,536 shares · 0.6% of their software · price −$1.4M$10.5M−$5.6M
- WEX Inc.WEX63,206 shares · 0.5% of their software · price +$973K$9.9MFlat
- VeevaVEEV130,531 shares · 0.5% of their software · price +$2.3M$9.5MFlat
- FortinetFTNT172,615 shares · 0.5% of their software · price +$1.7M$9.2M+$2.2M
- BlackbaudBLKB90,660 shares · 0.5% of their software · price +$664K$9.2MFlat
- Q2QTWO188,789 shares · 0.5% of their software · price +$1.6M$8.6MFlat
- OpenTextOTEX230,322 shares · 0.4% of their software$8.0M+$3.4M
- BlackBerry LimitedBB598,312 shares · 0.4% of their software$6.9M+$1.8M
- Sabre CorporationSABR210,291 shares · 0.2% of their software$4.5MNew · +$4.3M
- Amdocs LimitedDOX28,446 shares · 0.1% of their software$1.9MFlat
- PTCPTC23,015 shares · 0.1% of their software$1.8M−$5.7M
- GoDaddyGDDY25,218 shares · 0.1% of their software$1.5MFlat
- FactSetFDS7,651 shares · 0.1% of their software$1.5MFlat
- Tyler TechnologiesTYL7,006 shares · 0.1% of their software$1.5MFlat
- GuidewireGWRE15,169 shares · 0.1% of their software$1.2MFlat
- TeradataTDC24,256 shares · 0.1% of their software$962KFlat
- Euronet Worldwide, Inc.EEFT10,066 shares · 0.0% of their software$794KFlat
- Manhattan AssociatesMANH13,554 shares · 0.0% of their software$568KFlat
- PDF Solutions, Inc.PDFS35,000 shares · 0.0% of their software$408K−$3.0M
- MorningstarMORN3,800 shares · 0.0% of their software$363KFlat