Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2020 · compared with Q1 2020
Filed as State Of Wisconsin Investment Board
- Software
- $3.4B
- Weight of 13F
- 9.5%
- Names
- 85
- Net bought
- +$146M
Filed 12 August 2020 · SEC filing.
1,699 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
- MicrosoftMSFT7,187,410 shares · 42.6% of their software · price +$329M$1.5B+$50.0M
- OracleORCL3,619,310 shares · 5.8% of their software · price +$25.1M$200M+$3.7M
- AdobeADBE433,258 shares · 5.5% of their software · price +$50.7M$189M+$3.2M
- SalesforceCRM931,641 shares · 5.1% of their software · price +$40.4M$175M+$3.6M
- Fiserv, Inc.FISV1,469,649 shares · 4.2% of their software · price +$3.9M$143M+$25.1M
- Automatic Data Processing, Inc.ADP685,797 shares · 3.0% of their software · price +$8.4M$102M+$22.1M
- ShopifySHOP76,955 shares · 2.1% of their software · price +$41.0M$72.9M+$1.4M
- IntuitINTU213,023 shares · 1.8% of their software · price +$14.1M$63.1M−$6.7M
- SynopsysSNPS323,022 shares · 1.8% of their software · price +$21.4M$63.0M−$656K
- WixWIX206,342 shares · 1.5% of their software · price +$32.1M$52.9M−$622K
- ServiceNowNOW129,414 shares · 1.5% of their software · price +$15.3M$52.4M−$1.1M
- WorkdayWDAY278,207 shares · 1.5% of their software · price +$15.9M$52.1M+$9.0M
- Uber Technologies, Inc.UBER1,372,259 shares · 1.2% of their software · price +$4.3M$42.7M−$5.0M
- AkamaiAKAM395,196 shares · 1.2% of their software · price +$6.2M$42.3M+$1.8M
- Roper Technologies, Inc.ROP104,994 shares · 1.2% of their software · price +$8.0M$40.8M+$7.5M
- Palo Alto NetworksPANW165,257 shares · 1.1% of their software · price +$10.9M$38.0M−$3.8M
- AutodeskADSK124,998 shares · 0.9% of their software · price +$10.4M$29.9MFlat
- VeriskVRSK162,233 shares · 0.8% of their software · price +$5.0M$27.6M−$4.1M
- CoStarCSGP37,352 shares · 0.8% of their software · price +$4.6M$26.5M−$1.8M
- VeevaVEEV112,153 shares · 0.8% of their software · price +$8.8M$26.3MFlat
- OpenTextOTEX528,015 shares · 0.7% of their software · price +$4.0M$22.4MFlat
- WEX Inc.WEX129,769 shares · 0.6% of their software · price +$7.8M$21.4M−$547K
- Block, Inc.XYZ203,549 shares · 0.6% of their software · price +$10.7M$21.4MFlat
- SS&CSSNC352,211 shares · 0.6% of their software · price +$4.5M$19.9M−$647K
- DropboxDBX889,475 shares · 0.6% of their software · price +$3.3M$19.4M+$4.9M
- Q2QTWO224,839 shares · 0.6% of their software · price +$6.0M$19.3MFlat
- Tyler TechnologiesTYL53,897 shares · 0.5% of their software · price +$2.7M$18.7MFlat
- Paychex, Inc.PAYX244,949 shares · 0.5% of their software · price +$3.1M$18.6M−$1.8M
- Gen DigitalGEN871,503 shares · 0.5% of their software · price +$976K$17.3MFlat
- CadenceCDNS171,254 shares · 0.5% of their software · price +$5.1M$16.4MFlat
- ZoomZM64,620 shares · 0.5% of their software · price +$6.9M$16.4MNew · +$9.4M
- RingCentralRNG55,553 shares · 0.5% of their software · price +$4.1M$15.8M+$4.1M
- BlackLineBL190,050 shares · 0.5% of their software · price +$5.8M$15.8MFlat
- DocuSignDOCU90,261 shares · 0.5% of their software · price +$7.2M$15.5M+$3.0M
- 8x8EGHT965,464 shares · 0.4% of their software$15.4M—
- GuidewireGWRE133,147 shares · 0.4% of their software · price +$4.2M$14.8M+$2.4M
- TwilioTWLO63,453 shares · 0.4% of their software · price +$8.2M$13.9M−$2.0M
- HubSpotHUBS61,587 shares · 0.4% of their software · price +$5.6M$13.8M−$694K
- ZscalerZS113,989 shares · 0.4% of their software · price +$5.5M$12.5MFlat
- OktaOKTA59,716 shares · 0.3% of their software · price +$4.7M$12.0M+$1.0M
- EVERTEC, Inc.EVTC420,908 shares · 0.3% of their software · price +$2.3M$11.8MFlat
- PaycomPAYC37,809 shares · 0.3% of their software · price +$4.1M$11.7M+$2.7M
- FortinetFTNT85,107 shares · 0.3% of their software · price +$3.1M$11.7M+$1.5M
- BroadridgeBR92,444 shares · 0.3% of their software · price +$2.9M$11.7M−$3.1M
- VeriSign, Inc.VRSN54,659 shares · 0.3% of their software · price +$1.5M$11.3M+$672K
- GoDaddyGDDY137,774 shares · 0.3% of their software · price +$2.2M$10.1M+$2.7M
- NetApp, Inc.NTAP210,154 shares · 0.3% of their software · price +$563K$9.3MFlat
- The Trade DeskTTD21,385 shares · 0.3% of their software · price +$4.6M$8.7M+$3.1M
- F5, Inc.FFIV55,373 shares · 0.2% of their software · price +$1.8M$7.7M+$1.2M
- DynatraceDT189,805 shares · 0.2% of their software · price +$3.2M$7.7M+$4.1M
- FactSetFDS21,484 shares · 0.2% of their software · price +$1.5M$7.1MFlat
- MongoDBMDB30,853 shares · 0.2% of their software · price +$2.8M$7.0MFlat
- Calix, Inc.CALX463,500 shares · 0.2% of their software · price +$3.6M$6.9MFlat
- TrimbleTRMB153,388 shares · 0.2% of their software · price +$1.7M$6.6M−$1.3M
- NutanixNTNX277,687 shares · 0.2% of their software · price +$2.2M$6.6MFlat
- PTCPTC83,005 shares · 0.2% of their software · price +$1.4M$6.5MFlat
- Fair IsaacFICO15,148 shares · 0.2% of their software · price +$1.7M$6.3M+$3.5M
- ACI WorldwideACIW211,740 shares · 0.2% of their software · price +$601K$5.7MFlat
- CrowdStrikeCRWD55,860 shares · 0.2% of their software · price +$2.5M$5.6MNew · +$3.1M
- DatadogDDOG61,490 shares · 0.2% of their software · price +$3.1M$5.3MNew · +$2.2M
- Check PointCHKP49,399 shares · 0.2% of their software$5.3M−$674K
- LiveRamp Holdings, Inc.RAMP100,400 shares · 0.1% of their software · price +$959K$4.3MFlat
- BlackbaudBLKB61,300 shares · 0.1% of their software$3.5MFlat
- TenableTENB62,600 shares · 0.1% of their software$1.9MNew · +$1.4M
- DescartesDSGX32,041 shares · 0.0% of their software · price +$593K$1.7MFlat
- BlackBerry LimitedBB233,458 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX17,451 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT31,335 shares · 0.0% of their software$1.0MFlat
- Five9FIVN8,920 shares · 0.0% of their software$987KNew · +$682K
- Sabre CorporationSABR114,811 shares · 0.0% of their software$925K−$575K
- FastlyFSLY9,580 shares · 0.0% of their software · price +$634K$816KNew · Flat
- StoneCo Ltd.STNE20,410 shares · 0.0% of their software$791KNew · Flat
- Manhattan AssociatesMANH8,315 shares · 0.0% of their software$783KFlat
- PaylocityPCTY4,550 shares · 0.0% of their software$664KFlat
- ElasticESTC7,188 shares · 0.0% of their software$663KFlat
- Euronet Worldwide, Inc.EEFT6,649 shares · 0.0% of their software$637KFlat
- PegasystemsPEGA5,177 shares · 0.0% of their software$524KFlat
- CloudflareNET14,340 shares · 0.0% of their software$516KNew · Flat
- MorningstarMORN2,840 shares · 0.0% of their software$400KFlat
- Shift4 Payments, Inc.FOUR10,000 shares · 0.0% of their software$355KNew · Flat
- TeradataTDC14,456 shares · 0.0% of their software$301KFlat
- PagerDutyPD9,004 shares · 0.0% of their software$258KNew · Flat
- Mitek Systems, Inc.MITK10,200 shares · 0.0% of their software$98KNew · Flat
- Ribbon Communications Inc.RBBN22,600 shares · 0.0% of their software$89KNew · Flat
- Immersion CorporationIMMR12,400 shares · 0.0% of their software$77KNew · Flat