Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2019 · compared with Q1 2019
Filed as State Of Wisconsin Investment Board
- Software
- $2.6B
- Weight of 13F
- 7.1%
- Names
- 63
- Net bought
- −$102M
Filed 14 August 2019 · SEC filing.
1,532 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
- MicrosoftMSFT8,557,966 shares · 44.9% of their software · price +$137M$1.1B−$76.1M
- OracleORCL3,855,673 shares · 8.6% of their software · price +$12.6M$220M+$63.7M
- AdobeADBE595,717 shares · 6.9% of their software · price +$16.8M$176M−$16.7M
- SalesforceCRM1,024,218 shares · 6.1% of their software · price −$6.8M$155M−$1.9M
- Automatic Data Processing, Inc.ADP420,004 shares · 2.7% of their software · price +$2.3M$69.4M−$10.2M
- Palo Alto NetworksPANW251,694 shares · 2.0% of their software · price −$9.8M$51.3M+$13.8M
- Fiserv, Inc.FISV511,158 shares · 1.8% of their software · price +$1.5M$46.6M+$5.7M
- IntuitINTU174,071 shares · 1.8% of their software$45.5M−$11.9M
- ServiceNowNOW149,774 shares · 1.6% of their software · price +$4.2M$41.1M−$12.5M
- SS&CSSNC630,406 shares · 1.4% of their software · price −$3.8M$36.3M+$9.8M
- Roper Technologies, Inc.ROP98,128 shares · 1.4% of their software · price +$2.4M$35.9M−$21.7M
- VeriskVRSK216,093 shares · 1.2% of their software · price +$2.9M$31.6M+$978K
- WEX Inc.WEX140,568 shares · 1.1% of their software · price +$2.3M$29.3M+$5.6M
- PaycomPAYC128,570 shares · 1.1% of their software · price +$4.8M$29.1M+$7.7M
- Paychex, Inc.PAYX314,216 shares · 1.0% of their software · price +$657K$25.9M−$4.0M
- CadenceCDNS360,221 shares · 1.0% of their software · price +$2.6M$25.5M−$1.3M
- VeriSign, Inc.VRSN117,938 shares · 1.0% of their software · price +$3.3M$24.7M−$1.4M
- ShopifySHOP81,017 shares · 1.0% of their software · price +$7.6M$24.4M−$3.2M
- WorkdayWDAY114,012 shares · 0.9% of their software · price +$1.5M$23.4M−$1.4M
- VeevaVEEV122,029 shares · 0.8% of their software · price +$4.3M$19.8M−$1.7M
- BroadridgeBR152,174 shares · 0.8% of their software · price +$3.7M$19.4M−$7.8M
- Q2QTWO240,339 shares · 0.7% of their software · price +$1.7M$18.4MFlat
- HubSpotHUBS107,030 shares · 0.7% of their software$18.3M−$2.6M
- AutodeskADSK108,916 shares · 0.7% of their software · price +$771K$17.7M−$5.1M
- 8x8EGHT691,350 shares · 0.7% of their software$16.7M—
- NetApp, Inc.NTAP246,052 shares · 0.6% of their software · price −$1.9M$15.2M+$9.0M
- CoStarCSGP27,000 shares · 0.6% of their software · price +$2.4M$15.0M−$564K
- EVERTEC, Inc.EVTC415,943 shares · 0.5% of their software · price +$2.0M$13.6MNew · +$11.6M
- TwilioTWLO97,147 shares · 0.5% of their software · price +$697K$13.2M+$10.4M
- AkamaiAKAM142,122 shares · 0.4% of their software · price +$1.2M$11.4M−$1.8M
- TrimbleTRMB235,382 shares · 0.4% of their software · price +$1.1M$10.6M−$1.6M
- FortinetFTNT136,679 shares · 0.4% of their software · price −$976K$10.5M−$1.8M
- SynopsysSNPS75,002 shares · 0.4% of their software · price +$1.0M$9.7M+$6.0M
- F5, Inc.FFIV61,410 shares · 0.4% of their software · price −$694K$8.9M−$5.9M
- OpenTextOTEX198,844 shares · 0.3% of their software · price +$551K$8.2M−$918K
- Block, Inc.XYZ111,717 shares · 0.3% of their software$8.1M−$4.9M
- FactSetFDS26,993 shares · 0.3% of their software · price +$1.0M$7.7M+$5.0M
- Uber Technologies, Inc.UBER166,068 shares · 0.3% of their software$7.7MNew · +$7.7M
- BlackLineBL140,150 shares · 0.3% of their software · price +$1.0M$7.5MFlat
- NutanixNTNX274,290 shares · 0.3% of their software · price −$3.2M$7.1MFlat
- OktaOKTA50,824 shares · 0.2% of their software · price +$2.1M$6.3M+$2.9M
- GuidewireGWRE56,637 shares · 0.2% of their software$5.7M+$1.0M
- Sabre CorporationSABR256,082 shares · 0.2% of their software$5.7M−$5.7M
- BlackbaudBLKB61,300 shares · 0.2% of their software$5.1MFlat
- LiveRamp Holdings, Inc.RAMP98,200 shares · 0.2% of their software · price −$598K$4.8MNew · +$5.4M
- MongoDBMDB27,413 shares · 0.2% of their software$4.2MNew · +$4.0M
- ACI WorldwideACIW100,000 shares · 0.1% of their software$3.4MNew · +$3.3M
- Calix, Inc.CALX408,400 shares · 0.1% of their software$2.7M+$972K
- GoDaddyGDDY22,186 shares · 0.1% of their software$1.6MFlat
- Fair IsaacFICO4,048 shares · 0.0% of their software$1.3MFlat
- The Trade DeskTTD5,409 shares · 0.0% of their software$1.2MNew · +$1.1M
- Amdocs LimitedDOX19,602 shares · 0.0% of their software$1.2MFlat
- Euronet Worldwide, Inc.EEFT7,133 shares · 0.0% of their software$1.2MFlat
- Tyler TechnologiesTYL5,383 shares · 0.0% of their software$1.2MFlat
- ZscalerZS8,768 shares · 0.0% of their software$672KNew · +$622K
- Manhattan AssociatesMANH9,217 shares · 0.0% of their software$639KFlat
- TeradataTDC16,631 shares · 0.0% of their software$596KFlat
- PTCPTC6,407 shares · 0.0% of their software$575KFlat
- PaylocityPCTY4,626 shares · 0.0% of their software$434KNew · Flat
- MorningstarMORN2,802 shares · 0.0% of their software$405KFlat
- ElasticESTC5,324 shares · 0.0% of their software$397KNew · Flat
- PegasystemsPEGA5,389 shares · 0.0% of their software$384KFlat
- Lyft, Inc.LYFT4,652 shares · 0.0% of their software$306KNew · Flat