Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2019 · compared with Q3 2019
Filed as State Of Wisconsin Investment Board
- Software
- $3.0B
- Weight of 13F
- 7.4%
- Names
- 73
- Net bought
- +$87.2M
Filed 14 February 2020 · SEC filing.
1,605 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
- MicrosoftMSFT8,288,224 shares · 44.3% of their software · price +$155M$1.3B−$42.0M
- OracleORCL3,755,957 shares · 6.7% of their software · price −$7.7M$199M−$6.3M
- AdobeADBE563,548 shares · 6.3% of their software · price +$30.2M$186M−$10.4M
- SalesforceCRM964,729 shares · 5.3% of their software · price +$13.7M$157M+$8.2M
- Fiserv, Inc.FISV720,216 shares · 2.8% of their software · price +$8.7M$83.3M−$1.1M
- IntuitINTU293,193 shares · 2.6% of their software · price −$1.2M$76.8M+$21.2M
- Automatic Data Processing, Inc.ADP402,487 shares · 2.3% of their software · price +$3.7M$68.6M−$2.7M
- ServiceNowNOW206,926 shares · 2.0% of their software · price +$5.9M$58.4M−$22.3M
- SynopsysSNPS352,487 shares · 1.7% of their software · price +$687K$49.1M+$6.4M
- AutodeskADSK196,048 shares · 1.2% of their software · price +$7.0M$36.0M−$1.2M
- Palo Alto NetworksPANW148,133 shares · 1.2% of their software · price +$4.1M$34.3M−$3.2M
- Roper Technologies, Inc.ROP95,369 shares · 1.1% of their software$33.8MFlat
- WorkdayWDAY186,322 shares · 1.0% of their software · price −$1.0M$30.6M+$7.1M
- SS&CSSNC485,996 shares · 1.0% of their software · price +$4.8M$29.8M−$7.6M
- VeriskVRSK199,687 shares · 1.0% of their software · price −$1.8M$29.8M−$1.2M
- WEX Inc.WEX140,937 shares · 1.0% of their software · price +$1.0M$29.5MFlat
- AkamaiAKAM325,003 shares · 1.0% of their software · price −$1.6M$28.1M+$15.3M
- TwilioTWLO284,914 shares · 0.9% of their software · price −$3.3M$28.0M+$20.8M
- Paychex, Inc.PAYX318,102 shares · 0.9% of their software · price +$728K$27.1MFlat
- ShopifySHOP62,152 shares · 0.8% of their software · price +$5.3M$24.7M+$2.9M
- TrimbleTRMB591,092 shares · 0.8% of their software · price +$1.7M$24.6M+$13.8M
- Uber Technologies, Inc.UBER814,067 shares · 0.8% of their software · price −$594K$24.2M+$19.7M
- OpenTextOTEX452,364 shares · 0.7% of their software · price +$1.5M$20.0M+$1.6M
- PaycomPAYC69,717 shares · 0.6% of their software · price +$3.9M$18.5M+$5.4M
- Q2QTWO224,839 shares · 0.6% of their software$18.2MFlat
- BroadridgeBR133,295 shares · 0.6% of their software$16.5M−$1.3M
- CoStarCSGP27,226 shares · 0.6% of their software$16.3M+$1.7M
- WixWIX123,978 shares · 0.5% of their software · price +$699K$15.2M+$10.6M
- Block, Inc.XYZ238,699 shares · 0.5% of their software$14.9M+$12.3M
- CadenceCDNS215,249 shares · 0.5% of their software · price +$706K$14.9M+$5.3M
- VeriSign, Inc.VRSN76,860 shares · 0.5% of their software$14.8M−$3.4M
- Gen DigitalGEN566,008 shares · 0.5% of their software · price +$1.1M$14.4MNew · +$13.4M
- VeevaVEEV101,240 shares · 0.5% of their software · price −$1.2M$14.2M−$2.1M
- FortinetFTNT133,086 shares · 0.5% of their software · price +$4.0M$14.2M−$14.3M
- EVERTEC, Inc.EVTC416,569 shares · 0.5% of their software · price +$1.2M$14.2M+$1.7M
- NetApp, Inc.NTAP208,187 shares · 0.4% of their software · price +$2.0M$13.0M−$12.1M
- GuidewireGWRE104,237 shares · 0.4% of their software$11.4M+$5.0M
- 8x8EGHT611,850 shares · 0.4% of their software$11.2MFlat
- DropboxDBX621,970 shares · 0.4% of their software · price −$1.4M$11.1MNew · +$12.5M
- HubSpotHUBS67,007 shares · 0.4% of their software$10.6M−$3.1M
- NutanixNTNX278,297 shares · 0.3% of their software · price +$1.4M$8.7MFlat
- OktaOKTA70,766 shares · 0.3% of their software · price +$1.2M$8.2M+$1.4M
- RingCentralRNG48,193 shares · 0.3% of their software · price +$2.1M$8.1MNew · +$6.1M
- GoDaddyGDDY117,094 shares · 0.3% of their software$8.0MNew · +$7.7M
- Tyler TechnologiesTYL25,672 shares · 0.3% of their software · price +$963K$7.7M+$5.3M
- F5, Inc.FFIV51,876 shares · 0.2% of their software$7.2MFlat
- BlackLineBL140,150 shares · 0.2% of their software · price +$526K$7.2MFlat
- Check PointCHKP61,499 shares · 0.2% of their software$6.8MNew · +$6.7M
- FactSetFDS25,374 shares · 0.2% of their software · price +$643K$6.8MFlat
- DocuSignDOCU76,711 shares · 0.2% of their software · price +$935K$5.7MNew · +$4.7M
- PTCPTC72,078 shares · 0.2% of their software$5.4M−$1.8M
- Sabre CorporationSABR235,132 shares · 0.2% of their software$5.3MFlat
- BlackbaudBLKB61,300 shares · 0.2% of their software · price −$658K$4.9MFlat
- LiveRamp Holdings, Inc.RAMP98,200 shares · 0.2% of their software · price +$502K$4.7MFlat
- MongoDBMDB34,014 shares · 0.2% of their software$4.5MFlat
- ZscalerZS94,289 shares · 0.1% of their software$4.4M+$4.0M
- ACI WorldwideACIW100,000 shares · 0.1% of their software · price +$656K$3.8MFlat
- Calix, Inc.CALX355,800 shares · 0.1% of their software · price +$573K$2.8MFlat
- BlackBerry LimitedBB261,858 shares · 0.1% of their software$1.7MNew · +$1.4M
- Fair IsaacFICO4,018 shares · 0.1% of their software$1.5MFlat
- The Trade DeskTTD5,575 shares · 0.0% of their software$1.4MFlat
- Amdocs LimitedDOX19,281 shares · 0.0% of their software$1.4MFlat
- Lyft, Inc.LYFT27,065 shares · 0.0% of their software$1.2MNew · +$1.1M
- Euronet Worldwide, Inc.EEFT7,109 shares · 0.0% of their software$1.1MFlat
- Manhattan AssociatesMANH9,055 shares · 0.0% of their software$722KFlat
- DescartesDSGX14,741 shares · 0.0% of their software$631KNew · +$594K
- PaylocityPCTY4,900 shares · 0.0% of their software$592KFlat
- BILLBILL13,000 shares · 0.0% of their software$495KNew · Flat
- PegasystemsPEGA5,397 shares · 0.0% of their software$430KFlat
- TeradataTDC15,946 shares · 0.0% of their software$427KFlat
- MorningstarMORN2,780 shares · 0.0% of their software$421KFlat
- ElasticESTC6,438 shares · 0.0% of their software$414KFlat
- DynatraceDT9,040 shares · 0.0% of their software$229KNew · Flat