Generalist · Madison, WI
State of Wisconsin Investment Board
Q3 2019 · compared with Q2 2019
Filed as State Of Wisconsin Investment Board
- Software
- $2.6B
- Weight of 13F
- 7.2%
- Names
- 62
- Net bought
- +$75.4M
Filed 12 November 2019 · SEC filing.
1,539 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
- MicrosoftMSFT8,590,574 shares · 45.7% of their software · price +$43.6M$1.2BFlat
- OracleORCL3,871,296 shares · 8.1% of their software · price −$7.5M$213MFlat
- AdobeADBE601,150 shares · 6.3% of their software · price −$11.1M$166MFlat
- SalesforceCRM909,316 shares · 5.2% of their software · price −$3.0M$135M−$17.4M
- Fiserv, Inc.FISV730,796 shares · 2.9% of their software · price +$9.1M$75.7M+$20.0M
- ServiceNowNOW294,965 shares · 2.9% of their software · price −$6.1M$74.9M+$39.9M
- Automatic Data Processing, Inc.ADP419,001 shares · 2.6% of their software · price −$1.6M$67.6MFlat
- IntuitINTU213,392 shares · 2.2% of their software · price +$984K$56.7M+$10.3M
- SynopsysSNPS305,831 shares · 1.6% of their software · price +$2.6M$42.0M+$29.7M
- Roper Technologies, Inc.ROP96,521 shares · 1.3% of their software · price −$932K$34.4M−$589K
- Palo Alto NetworksPANW163,807 shares · 1.3% of their software$33.4M−$17.9M
- VeriskVRSK207,397 shares · 1.3% of their software · price +$2.4M$32.8M−$1.3M
- SS&CSSNC632,535 shares · 1.2% of their software · price −$3.8M$32.6MFlat
- AutodeskADSK203,966 shares · 1.2% of their software · price −$3.1M$30.1M+$15.5M
- WEX Inc.WEX140,917 shares · 1.1% of their software · price −$850K$28.5MFlat
- Paychex, Inc.PAYX318,201 shares · 1.0% of their software$26.3MFlat
- WorkdayWDAY144,737 shares · 0.9% of their software · price −$5.2M$24.6M+$6.3M
- FortinetFTNT319,975 shares · 0.9% of their software$24.6M+$14.1M
- NetApp, Inc.NTAP438,756 shares · 0.9% of their software · price −$4.0M$23.0M+$11.9M
- BroadridgeBR143,799 shares · 0.7% of their software$17.9M−$1.1M
- VeriSign, Inc.VRSN94,842 shares · 0.7% of their software · price −$1.9M$17.9M−$4.8M
- Q2QTWO224,839 shares · 0.7% of their software · price +$564K$17.7M−$1.2M
- VeevaVEEV114,918 shares · 0.7% of their software · price −$1.1M$17.5M−$1.2M
- OpenTextOTEX413,421 shares · 0.6% of their software$16.9M+$8.8M
- ShopifySHOP52,867 shares · 0.6% of their software · price +$608K$16.5M−$8.4M
- CoStarCSGP24,280 shares · 0.6% of their software · price +$950K$14.4M−$1.5M
- AkamaiAKAM157,273 shares · 0.5% of their software · price +$1.8M$14.4M+$1.2M
- HubSpotHUBS87,587 shares · 0.5% of their software · price −$1.7M$13.3M−$3.3M
- 8x8EGHT611,850 shares · 0.5% of their software$12.7M—
- EVERTEC, Inc.EVTC362,496 shares · 0.4% of their software · price −$536K$11.3M−$1.7M
- TwilioTWLO95,789 shares · 0.4% of their software · price −$2.5M$10.5MFlat
- PaycomPAYC44,143 shares · 0.4% of their software · price −$761K$9.2M−$19.1M
- TrimbleTRMB236,555 shares · 0.4% of their software · price −$1.5M$9.2MFlat
- CadenceCDNS134,648 shares · 0.3% of their software · price −$637K$8.9M−$16.0M
- F5, Inc.FFIV53,486 shares · 0.3% of their software$7.5M−$1.2M
- NutanixNTNX274,077 shares · 0.3% of their software$7.2MFlat
- PTCPTC98,472 shares · 0.3% of their software · price −$2.1M$6.7M+$8.3M
- BlackLineBL140,150 shares · 0.3% of their software · price −$799K$6.7MFlat
- FactSetFDS24,537 shares · 0.2% of their software · price −$1.1M$6.0M−$704K
- GuidewireGWRE56,550 shares · 0.2% of their software$6.0MFlat
- Sabre CorporationSABR256,752 shares · 0.2% of their software$5.8MFlat
- OktaOKTA56,821 shares · 0.2% of their software · price −$1.4M$5.6M+$741K
- BlackbaudBLKB61,300 shares · 0.2% of their software$5.5MFlat
- Uber Technologies, Inc.UBER167,464 shares · 0.2% of their software · price −$2.7M$5.1MFlat
- MongoDBMDB35,999 shares · 0.2% of their software · price −$1.1M$4.3M+$1.3M
- LiveRamp Holdings, Inc.RAMP98,200 shares · 0.2% of their software · price −$542K$4.2MFlat
- WixWIX33,189 shares · 0.1% of their software · price −$842K$3.9MNew · +$4.7M
- ACI WorldwideACIW100,000 shares · 0.1% of their software$3.1MFlat
- Calix, Inc.CALX408,400 shares · 0.1% of their software$2.6MFlat
- Block, Inc.XYZ40,698 shares · 0.1% of their software$2.5M−$5.2M
- Tyler TechnologiesTYL5,342 shares · 0.1% of their software$1.4MFlat
- Amdocs LimitedDOX19,191 shares · 0.0% of their software$1.3MFlat
- Fair IsaacFICO4,018 shares · 0.0% of their software$1.2MFlat
- Euronet Worldwide, Inc.EEFT7,079 shares · 0.0% of their software$1.0MFlat
- The Trade DeskTTD5,445 shares · 0.0% of their software$1.0MFlat
- Manhattan AssociatesMANH9,115 shares · 0.0% of their software$735KFlat
- ElasticESTC6,278 shares · 0.0% of their software$517KFlat
- TeradataTDC16,086 shares · 0.0% of their software$499KFlat
- PaylocityPCTY4,590 shares · 0.0% of their software$448KFlat
- ZscalerZS8,809 shares · 0.0% of their software$416KFlat
- MorningstarMORN2,780 shares · 0.0% of their software$406KFlat
- PegasystemsPEGA5,397 shares · 0.0% of their software$367KFlat