Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2020 · compared with Q4 2019
Filed as State Of Wisconsin Investment Board
- Software
- $2.5B
- Weight of 13F
- 8.2%
- Names
- 73
- Net bought
- −$268M
Filed 6 May 2020 · SEC filing.
1,685 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
- MicrosoftMSFT6,870,542 shares · 43.8% of their software$1.1B−$224M
- OracleORCL3,542,976 shares · 6.9% of their software · price −$16.5M$171M−$11.3M
- AdobeADBE423,280 shares · 5.4% of their software · price −$4.9M$135M−$46.3M
- SalesforceCRM906,864 shares · 5.3% of their software · price −$16.9M$131M−$9.4M
- Fiserv, Inc.FISV1,205,559 shares · 4.6% of their software · price −$24.9M$115M+$56.1M
- Automatic Data Processing, Inc.ADP523,837 shares · 2.9% of their software · price −$17.7M$71.6M+$20.7M
- IntuitINTU242,084 shares · 2.3% of their software · price −$7.7M$55.7M−$13.4M
- Uber Technologies, Inc.UBER1,551,625 shares · 1.8% of their software · price −$2.8M$43.3M+$21.9M
- SynopsysSNPS328,117 shares · 1.7% of their software · price −$3.4M$42.3M−$3.4M
- ServiceNowNOW133,319 shares · 1.5% of their software · price +$568K$38.2M−$20.8M
- AkamaiAKAM375,691 shares · 1.4% of their software · price +$1.9M$34.4M+$4.4M
- Palo Alto NetworksPANW188,271 shares · 1.2% of their software · price −$12.7M$30.9M+$9.3M
- ShopifySHOP73,647 shares · 1.2% of their software · price +$1.4M$30.5M+$4.6M
- WorkdayWDAY208,826 shares · 1.1% of their software · price −$7.1M$27.2M+$3.7M
- VeriskVRSK191,475 shares · 1.1% of their software · price −$1.9M$26.7M−$1.2M
- Roper Technologies, Inc.ROP80,952 shares · 1.0% of their software · price −$3.4M$25.2M−$5.1M
- CoStarCSGP40,437 shares · 1.0% of their software$23.7M+$7.9M
- WixWIX212,514 shares · 0.9% of their software · price −$4.6M$21.4M+$10.8M
- AutodeskADSK125,138 shares · 0.8% of their software · price −$3.4M$19.5M−$13.0M
- OpenTextOTEX535,260 shares · 0.7% of their software · price −$4.9M$18.5M+$3.7M
- Paychex, Inc.PAYX273,889 shares · 0.7% of their software · price −$6.1M$17.2M−$3.8M
- VeevaVEEV109,573 shares · 0.7% of their software · price +$1.7M$17.1M+$1.2M
- Gen DigitalGEN867,643 shares · 0.7% of their software · price −$5.9M$16.2M+$7.7M
- SS&CSSNC366,966 shares · 0.7% of their software · price −$6.5M$16.1M−$7.3M
- Tyler TechnologiesTYL52,857 shares · 0.6% of their software$15.7M+$8.2M
- WEX Inc.WEX134,997 shares · 0.6% of their software · price −$14.2M$14.1M−$1.2M
- Q2QTWO224,839 shares · 0.5% of their software · price −$5.0M$13.3MFlat
- BroadridgeBR125,519 shares · 0.5% of their software · price −$3.6M$11.9M−$961K
- DropboxDBX619,725 shares · 0.5% of their software$11.2MFlat
- CadenceCDNS165,354 shares · 0.4% of their software · price −$549K$10.9M−$3.5M
- Block, Inc.XYZ199,058 shares · 0.4% of their software · price −$2.0M$10.4M−$2.5M
- BlackLineBL190,050 shares · 0.4% of their software$10.0M+$2.6M
- EVERTEC, Inc.EVTC420,908 shares · 0.4% of their software · price −$4.8M$9.6MFlat
- VeriSign, Inc.VRSN50,929 shares · 0.4% of their software · price −$641K$9.2M−$5.0M
- HubSpotHUBS66,797 shares · 0.4% of their software · price −$1.7M$8.9MFlat
- NetApp, Inc.NTAP211,804 shares · 0.4% of their software · price −$4.4M$8.8MFlat
- 8x8EGHT611,850 shares · 0.3% of their software$8.5MFlat
- GuidewireGWRE103,189 shares · 0.3% of their software · price −$3.1M$8.2MFlat
- RingCentralRNG36,263 shares · 0.3% of their software · price +$1.6M$7.7M−$2.0M
- TwilioTWLO85,335 shares · 0.3% of their software · price −$750K$7.6M−$19.6M
- FortinetFTNT70,157 shares · 0.3% of their software$7.1M−$6.7M
- ZscalerZS114,129 shares · 0.3% of their software · price +$1.6M$6.9M+$923K
- OktaOKTA51,406 shares · 0.3% of their software$6.3M−$2.2M
- TrimbleTRMB192,911 shares · 0.2% of their software · price −$1.9M$6.1M−$16.6M
- Check PointCHKP56,099 shares · 0.2% of their software · price −$585K$5.6M−$599K
- DocuSignDOCU58,311 shares · 0.2% of their software · price +$1.1M$5.4M−$1.4M
- FactSetFDS20,024 shares · 0.2% of their software$5.2M−$1.4M
- GoDaddyGDDY91,234 shares · 0.2% of their software · price −$986K$5.2M−$1.8M
- ACI WorldwideACIW211,740 shares · 0.2% of their software · price −$2.9M$5.1M+$4.2M
- PaycomPAYC24,607 shares · 0.2% of their software · price −$1.5M$5.0M−$11.9M
- PTCPTC78,525 shares · 0.2% of their software · price −$1.1M$4.8MFlat
- F5, Inc.FFIV43,873 shares · 0.2% of their software · price −$1.4M$4.7M−$1.1M
- NutanixNTNX277,817 shares · 0.2% of their software · price −$4.3M$4.4MFlat
- MongoDBMDB31,613 shares · 0.2% of their software$4.3MFlat
- BlackbaudBLKB61,300 shares · 0.1% of their software · price −$1.5M$3.4MFlat
- LiveRamp Holdings, Inc.RAMP101,700 shares · 0.1% of their software · price −$1.5M$3.3MFlat
- Calix, Inc.CALX425,100 shares · 0.1% of their software$3.0M+$554K
- Sabre CorporationSABR211,711 shares · 0.1% of their software · price −$3.5M$1.3M−$526K
- Fair IsaacFICO3,848 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX34,623 shares · 0.0% of their software$1.2M+$849K
- The Trade DeskTTD5,315 shares · 0.0% of their software$1.0MFlat
- BlackBerry LimitedBB250,558 shares · 0.0% of their software · price −$574K$1.0MFlat
- Amdocs LimitedDOX18,091 shares · 0.0% of their software$994KFlat
- Alarm.com Holdings, Inc.ALRM20,069 shares · 0.0% of their software$781KNew · +$862K
- Lyft, Inc.LYFT26,465 shares · 0.0% of their software$711KFlat
- Euronet Worldwide, Inc.EEFT6,779 shares · 0.0% of their software$581KFlat
- Manhattan AssociatesMANH8,645 shares · 0.0% of their software$431KFlat
- DynatraceDT17,620 shares · 0.0% of their software$420KFlat
- PaylocityPCTY4,680 shares · 0.0% of their software$413KFlat
- ElasticESTC7,328 shares · 0.0% of their software$409KFlat
- PegasystemsPEGA5,167 shares · 0.0% of their software$368KFlat
- TeradataTDC15,176 shares · 0.0% of their software$311KFlat
- MorningstarMORN2,660 shares · 0.0% of their software$309KFlat