Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2019 · compared with Q4 2018
Filed as State Of Wisconsin Investment Board
- Software
- $2.5B
- Weight of 13F
- 7.0%
- Names
- 57
- Net bought
- −$50.1M
Filed 13 May 2019 · SEC filing.
1,537 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
- MicrosoftMSFT9,203,615 shares · 44.2% of their software · price +$151M$1.1BFlat
- AdobeADBE658,500 shares · 7.2% of their software · price +$26.5M$175M+$8.9M
- SalesforceCRM1,035,950 shares · 6.7% of their software · price +$22.2M$164M+$10.8M
- OracleORCL2,669,885 shares · 5.8% of their software · price +$22.9M$143M−$13.9M
- Automatic Data Processing, Inc.ADP483,705 shares · 3.1% of their software · price +$13.8M$77.3MFlat
- IntuitINTU219,495 shares · 2.3% of their software · price +$14.2M$57.4M−$11.7M
- DocuSignDOCU1,085,555 shares · 2.3% of their software · price +$12.8M$56.3M−$76.7M
- Roper Technologies, Inc.ROP161,531 shares · 2.3% of their software · price +$12.2M$55.2M+$3.3M
- ServiceNowNOW200,496 shares · 2.0% of their software · price +$13.7M$49.4M−$2.5M
- Palo Alto NetworksPANW194,709 shares · 1.9% of their software · price +$10.6M$47.3M−$2.5M
- Fiserv, Inc.FISV446,865 shares · 1.6% of their software · price +$6.6M$39.4MFlat
- SS&CSSNC476,711 shares · 1.2% of their software · price +$8.9M$30.4MFlat
- Paychex, Inc.PAYX364,184 shares · 1.2% of their software · price +$5.5M$29.2MFlat
- VeriskVRSK208,743 shares · 1.1% of their software · price +$5.0M$27.8M+$3.8M
- CadenceCDNS380,688 shares · 1.0% of their software · price +$7.6M$24.2M+$4.0M
- BroadridgeBR227,759 shares · 1.0% of their software · price +$1.7M$23.6M+$9.6M
- WorkdayWDAY121,237 shares · 1.0% of their software · price +$4.0M$23.4M+$7.5M
- VeriSign, Inc.VRSN125,601 shares · 0.9% of their software · price +$4.2M$22.8M+$1.2M
- AutodeskADSK141,429 shares · 0.9% of their software · price +$3.8M$22.0M−$1.2M
- WEX Inc.WEX111,262 shares · 0.9% of their software · price +$5.8M$21.4M+$2.5M
- HubSpotHUBS122,550 shares · 0.8% of their software · price +$5.0M$20.4M+$2.6M
- ShopifySHOP96,644 shares · 0.8% of their software · price +$6.6M$20.0MFlat
- VeevaVEEV135,048 shares · 0.7% of their software · price +$5.1M$17.1MFlat
- 8x8EGHT825,000 shares · 0.7% of their software$16.7M—
- PaycomPAYC88,012 shares · 0.7% of their software · price +$5.9M$16.6M+$862K
- Q2QTWO237,689 shares · 0.7% of their software · price +$4.7M$16.5M+$2.4M
- F5, Inc.FFIV99,004 shares · 0.6% of their software · price −$505K$15.5M+$2.0M
- Check PointCHKP116,233 shares · 0.6% of their software · price +$2.8M$14.7M−$11.8M
- FortinetFTNT158,518 shares · 0.5% of their software · price +$2.1M$13.3M−$7.7M
- Block, Inc.XYZ177,665 shares · 0.5% of their software · price +$3.3M$13.3M+$4.5M
- CoStarCSGP28,210 shares · 0.5% of their software · price +$3.6M$13.2M−$681K
- AkamaiAKAM166,759 shares · 0.5% of their software · price +$1.8M$12.0MFlat
- Sabre CorporationSABR522,897 shares · 0.5% of their software$11.2M+$4.9M
- TrimbleTRMB273,799 shares · 0.5% of their software · price +$2.1M$11.1M+$767K
- NutanixNTNX277,490 shares · 0.4% of their software · price −$1.1M$10.5M+$791K
- OpenTextOTEX222,744 shares · 0.3% of their software · price +$1.3M$8.6MFlat
- NetApp, Inc.NTAP116,815 shares · 0.3% of their software · price +$1.1M$8.1MNew · +$7.0M
- BlackLineBL138,600 shares · 0.3% of their software · price +$744K$6.4M+$1.2M
- BlackbaudBLKB60,600 shares · 0.2% of their software · price +$1.0M$4.8M+$786K
- GuidewireGWRE46,288 shares · 0.2% of their software · price +$784K$4.5MFlat
- BlackBerry LimitedBB283,383 shares · 0.1% of their software · price +$844K$2.9M+$536K
- SynopsysSNPS22,877 shares · 0.1% of their software · price +$707K$2.6MFlat
- Calix, Inc.CALX282,150 shares · 0.1% of their software · price −$578K$2.2M+$1.3M
- TwilioTWLO16,479 shares · 0.1% of their software · price +$657K$2.1MFlat
- FactSetFDS7,006 shares · 0.1% of their software$1.7MFlat
- Tyler TechnologiesTYL7,152 shares · 0.1% of their software$1.5MFlat
- Fair IsaacFICO5,354 shares · 0.1% of their software$1.5MFlat
- Amdocs LimitedDOX25,893 shares · 0.1% of their software$1.4MFlat
- RingCentralRNG12,784 shares · 0.1% of their software$1.4MFlat
- GoDaddyGDDY18,193 shares · 0.1% of their software$1.4M−$4.7M
- OktaOKTA16,294 shares · 0.1% of their software$1.3MFlat
- Euronet Worldwide, Inc.EEFT9,223 shares · 0.1% of their software$1.3MFlat
- TeradataTDC22,129 shares · 0.0% of their software$966KFlat
- Manhattan AssociatesMANH12,117 shares · 0.0% of their software$668KFlat
- PTCPTC6,716 shares · 0.0% of their software$619KNew · +$557K
- MorningstarMORN3,382 shares · 0.0% of their software$426KFlat
- PegasystemsPEGA5,001 shares · 0.0% of their software$325KFlat
