Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2018 · compared with Q1 2018
Filed as State Of Wisconsin Investment Board
- Software
- $2.0B
- Weight of 13F
- 5.8%
- Names
- 57
- Net bought
- −$27.3M
Filed 3 August 2018 · SEC filing.
1,468 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
- MicrosoftMSFT9,016,421 shares · 44.4% of their software · price +$66.2M$889M−$30.9M
- OracleORCL3,574,039 shares · 7.9% of their software · price −$6.0M$157M−$7.1M
- AdobeADBE572,877 shares · 7.0% of their software · price +$15.9M$140M−$4.7M
- SalesforceCRM794,834 shares · 5.4% of their software · price +$16.0M$108M−$1.5M
- Automatic Data Processing, Inc.ADP523,815 shares · 3.5% of their software · price +$10.8M$70.3M−$2.2M
- IntuitINTU289,298 shares · 3.0% of their software · price +$9.0M$59.1M−$1.6M
- Fiserv, Inc.FISV480,854 shares · 1.8% of their software · price +$1.3M$35.6M−$1.5M
- ServiceNowNOW196,396 shares · 1.7% of their software · price +$1.4M$33.9MFlat
- AutodeskADSK241,260 shares · 1.6% of their software · price +$1.3M$31.6M+$1.9M
- Roper Technologies, Inc.ROP96,622 shares · 1.3% of their software$26.7M+$1.8M
- Paychex, Inc.PAYX389,604 shares · 1.3% of their software · price +$2.6M$26.6MFlat
- NetApp, Inc.NTAP312,257 shares · 1.2% of their software · price +$5.3M$24.5M−$598K
- VeriskVRSK212,272 shares · 1.1% of their software · price +$773K$22.8M−$4.6M
- Block, Inc.XYZ353,760 shares · 1.1% of their software · price +$4.4M$21.8M+$1.0M
- Palo Alto NetworksPANW100,804 shares · 1.0% of their software · price +$2.4M$20.7M+$961K
- PaycomPAYC188,193 shares · 0.9% of their software · price −$1.6M$18.6M+$1.0M
- WorkdayWDAY153,073 shares · 0.9% of their software · price −$917K$18.5MFlat
- BroadridgeBR136,173 shares · 0.8% of their software · price +$737K$15.7MFlat
- CoStarCSGP37,418 shares · 0.8% of their software · price +$1.9M$15.4M+$2.0M
- ShopifySHOP104,853 shares · 0.8% of their software · price +$2.2M$15.3MFlat
- NutanixNTNX290,810 shares · 0.7% of their software · price +$715K$15.0MFlat
- SynopsysSNPS173,149 shares · 0.7% of their software$14.8M−$636K
- VeriSign, Inc.VRSN105,339 shares · 0.7% of their software · price +$2.0M$14.5MFlat
- AkamaiAKAM196,285 shares · 0.7% of their software$14.4M+$685K
- CadenceCDNS328,733 shares · 0.7% of their software · price +$2.1M$14.2MFlat
- F5, Inc.FFIV79,092 shares · 0.7% of their software · price +$2.2M$13.6MFlat
- 8x8EGHT654,950 shares · 0.7% of their software$13.1MFlat
- SS&CSSNC242,060 shares · 0.6% of their software$12.6M+$2.0M
- HubSpotHUBS97,700 shares · 0.6% of their software · price +$1.7M$12.3MFlat
- Check PointCHKP123,730 shares · 0.6% of their software$12.1MFlat
- WEX Inc.WEX63,424 shares · 0.6% of their software · price +$2.1M$12.1MFlat
- GoDaddyGDDY168,019 shares · 0.6% of their software · price +$1.5M$11.9M+$8.8M
- VeevaVEEV146,158 shares · 0.6% of their software · price +$561K$11.2M+$1.1M
- Q2QTWO188,789 shares · 0.5% of their software · price +$2.2M$10.8MFlat
- FortinetFTNT165,803 shares · 0.5% of their software · price +$1.5M$10.4MFlat
- BlackbaudBLKB90,660 shares · 0.5% of their software$9.3MFlat
- TrimbleTRMB264,049 shares · 0.4% of their software · price −$803K$8.7M−$1.1M
- OpenTextOTEX227,944 shares · 0.4% of their software$8.0MFlat
- Sabre CorporationSABR282,299 shares · 0.3% of their software · price +$901K$7.0M+$1.5M
- BlackBerry LimitedBB483,026 shares · 0.2% of their software · price −$894K$4.7M−$1.3M
- PagSeguro Digital Ltd.PAGS109,113 shares · 0.2% of their software · price −$1.2M$3.0MNew · +$4.2M
- PTCPTC22,385 shares · 0.1% of their software$2.1MFlat
- Amdocs LimitedDOX27,948 shares · 0.1% of their software$1.9MFlat
- Tyler TechnologiesTYL7,378 shares · 0.1% of their software$1.6MFlat
- FactSetFDS7,416 shares · 0.1% of their software$1.5MFlat
- GuidewireGWRE15,661 shares · 0.1% of their software$1.4MFlat
- Fair IsaacFICO5,724 shares · 0.1% of their software$1.1MNew · +$969K
- TeradataTDC23,669 shares · 0.0% of their software$950KFlat
- RingCentralRNG12,984 shares · 0.0% of their software$913KNew · +$824K
- OktaOKTA16,799 shares · 0.0% of their software$846KNew · +$669K
- Euronet Worldwide, Inc.EEFT9,664 shares · 0.0% of their software$810KFlat
- TwilioTWLO13,999 shares · 0.0% of their software$784KNew · +$534K
- Calix, Inc.CALX94,500 shares · 0.0% of their software$737KNew · +$647K
- Manhattan AssociatesMANH12,962 shares · 0.0% of their software$609KFlat
- MorningstarMORN3,601 shares · 0.0% of their software$462KFlat
- PegasystemsPEGA7,361 shares · 0.0% of their software$403KNew · Flat
- DocuSignDOCU4,865 shares · 0.0% of their software$258KNew · Flat
