Generalist · Madison, WI
State of Wisconsin Investment Board
Q3 2020 · compared with Q2 2020
Filed as State Of Wisconsin Investment Board
- Software
- $3.7B
- Weight of 13F
- 9.4%
- Names
- 102
- Net bought
- +$34.1M
Filed 16 November 2020 · SEC filing.
1,930 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
- MicrosoftMSFT7,304,155 shares · 41.0% of their software · price +$49.8M$1.5B+$23.8M
- AdobeADBE481,045 shares · 6.3% of their software · price +$26.5M$236M+$20.8M
- SalesforceCRM928,151 shares · 6.2% of their software · price +$59.4M$233MFlat
- OracleORCL3,154,075 shares · 5.0% of their software · price +$14.0M$188M−$25.7M
- Fiserv, Inc.FISV1,502,296 shares · 4.1% of their software · price +$8.2M$155M+$3.2M
- Automatic Data Processing, Inc.ADP692,267 shares · 2.6% of their software · price −$6.5M$96.6MFlat
- ShopifySHOP93,321 shares · 2.5% of their software · price +$6.9M$95.1M+$15.5M
- IntuitINTU213,023 shares · 1.9% of their software · price +$6.4M$69.5MFlat
- ServiceNowNOW131,022 shares · 1.7% of their software · price +$10.5M$63.5M+$651K
- WorkdayWDAY262,431 shares · 1.5% of their software · price +$7.3M$56.5M−$3.0M
- SynopsysSNPS244,741 shares · 1.4% of their software · price +$4.6M$52.4M−$15.3M
- Uber Technologies, Inc.UBER1,435,405 shares · 1.4% of their software · price +$7.8M$52.4M+$2.0M
- ZoomZM92,000 shares · 1.2% of their software · price +$19.9M$43.3M+$6.9M
- Roper Technologies, Inc.ROP108,474 shares · 1.1% of their software · price +$743K$42.9M+$1.4M
- Palo Alto NetworksPANW167,652 shares · 1.1% of their software · price +$2.5M$41.0M+$550K
- Block, Inc.XYZ208,719 shares · 0.9% of their software · price +$12.0M$33.9M+$543K
- AkamaiAKAM304,261 shares · 0.9% of their software · price +$1.0M$33.6M−$9.7M
- VeriskVRSK164,903 shares · 0.8% of their software · price +$2.5M$30.6MFlat
- AutodeskADSK124,778 shares · 0.8% of their software · price −$1.0M$28.8MFlat
- RingCentralRNG101,359 shares · 0.7% of their software · price −$1.1M$27.8M+$13.1M
- VeevaVEEV96,539 shares · 0.7% of their software · price +$4.5M$27.1M−$3.7M
- WixWIX102,395 shares · 0.7% of their software$26.1M−$26.6M
- TwilioTWLO94,176 shares · 0.6% of their software · price +$2.6M$23.3M+$6.7M
- CoStarCSGP27,241 shares · 0.6% of their software · price +$3.8M$23.1M−$7.2M
- OpenTextOTEX522,115 shares · 0.6% of their software$22.0MFlat
- Q2QTWO224,839 shares · 0.5% of their software · price +$1.2M$20.5MFlat
- CadenceCDNS189,504 shares · 0.5% of their software · price +$2.0M$20.2M+$1.8M
- ZscalerZS142,379 shares · 0.5% of their software · price +$4.4M$20.0M+$3.1M
- DocuSignDOCU92,311 shares · 0.5% of their software · price +$4.0M$19.9MFlat
- Paychex, Inc.PAYX245,789 shares · 0.5% of their software · price +$988K$19.6MFlat
- Tyler TechnologiesTYL55,997 shares · 0.5% of their software$19.5M+$728K
- Gen DigitalGEN867,363 shares · 0.5% of their software · price +$876K$18.1MFlat
- SS&CSSNC298,524 shares · 0.5% of their software · price +$1.2M$18.1M−$3.0M
- WEX Inc.WEX129,979 shares · 0.5% of their software · price −$3.4M$18.1MFlat
- BlackLineBL193,750 shares · 0.5% of their software · price +$1.3M$17.4MFlat
- DropboxDBX891,815 shares · 0.5% of their software · price −$2.2M$17.2MFlat
- 8x8EGHT965,464 shares · 0.4% of their software$15.0MFlat
- EVERTEC, Inc.EVTC420,908 shares · 0.4% of their software · price +$2.8M$14.6MFlat
- HubSpotHUBS49,497 shares · 0.4% of their software · price +$3.4M$14.5M−$2.7M
- GuidewireGWRE138,247 shares · 0.4% of their software · price −$910K$14.4M+$565K
- OktaOKTA61,056 shares · 0.3% of their software · price +$832K$13.1MFlat
- BroadridgeBR93,414 shares · 0.3% of their software · price +$543K$12.3MFlat
- The Trade DeskTTD23,605 shares · 0.3% of their software · price +$2.7M$12.2M+$902K
- PaycomPAYC37,829 shares · 0.3% of their software$11.8MFlat
- CrowdStrikeCRWD83,320 shares · 0.3% of their software · price +$3.1M$11.4M+$2.8M
- VeriSign, Inc.VRSN54,579 shares · 0.3% of their software$11.2MFlat
- FortinetFTNT86,177 shares · 0.3% of their software · price −$1.7M$10.2MFlat
- TrimbleTRMB201,099 shares · 0.3% of their software · price +$1.1M$9.8M+$2.1M
- NetApp, Inc.NTAP200,353 shares · 0.2% of their software$8.8MFlat
- Calix, Inc.CALX478,800 shares · 0.2% of their software · price +$1.4M$8.5MFlat
- DynatraceDT205,395 shares · 0.2% of their software$8.4M+$633K
- DatadogDDOG77,740 shares · 0.2% of their software · price +$1.2M$7.9M+$1.4M
- GoDaddyGDDY95,354 shares · 0.2% of their software$7.2M−$3.1M
- FactSetFDS21,554 shares · 0.2% of their software$7.2MFlat
- Fair IsaacFICO16,548 shares · 0.2% of their software$7.0M+$585K
- PTCPTC83,325 shares · 0.2% of their software$6.9MFlat
- F5, Inc.FFIV55,553 shares · 0.2% of their software · price −$928K$6.8MFlat
- NutanixNTNX278,787 shares · 0.2% of their software$6.2MFlat
- VaronisVRNS53,300 shares · 0.2% of their software · price +$1.4M$6.2MNew · +$4.7M
- MongoDBMDB25,625 shares · 0.2% of their software$5.9M−$1.2M
- Check PointCHKP46,099 shares · 0.1% of their software · price +$595K$5.5MFlat
- ACI WorldwideACIW211,740 shares · 0.1% of their software$5.5MFlat
- QualysQLYS55,000 shares · 0.1% of their software$5.4MNew · +$5.7M
- Health CatalystHCAT140,600 shares · 0.1% of their software · price +$1.0M$5.1MNew · +$4.1M
- LiveRamp Holdings, Inc.RAMP98,200 shares · 0.1% of their software · price +$913K$5.1MFlat
- SnowflakeSNOW16,651 shares · 0.1% of their software$4.2MNew · +$4.2M
- TenableTENB98,400 shares · 0.1% of their software · price +$781K$3.7M+$1.1M
- BlackbaudBLKB61,300 shares · 0.1% of their software$3.4MFlat
- UnityU25,000 shares · 0.1% of their software$2.2MNew · +$2.2M
- StoneCo Ltd.STNE23,980 shares · 0.0% of their software$1.3MFlat
- Five9FIVN8,270 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX17,781 shares · 0.0% of their software$1.0MFlat
- BlackBerry LimitedBB222,958 shares · 0.0% of their software$1.0MFlat
- FastlyFSLY10,570 shares · 0.0% of their software$990KFlat
- ElasticESTC8,738 shares · 0.0% of their software$943KFlat
- Lyft, Inc.LYFT32,525 shares · 0.0% of their software$896KFlat
- Manhattan AssociatesMANH8,475 shares · 0.0% of their software$809KFlat
- PaylocityPCTY4,640 shares · 0.0% of their software$749KFlat
- BILLBILL7,300 shares · 0.0% of their software$732KNew · +$659K
- DescartesDSGX11,841 shares · 0.0% of their software$672K−$1.1M
- PegasystemsPEGA5,277 shares · 0.0% of their software$639KFlat
- Euronet Worldwide, Inc.EEFT6,729 shares · 0.0% of their software$613KFlat
- CloudflareNET14,620 shares · 0.0% of their software$600KFlat
- Shift4 Payments, Inc.FOUR10,000 shares · 0.0% of their software$484KFlat
- MorningstarMORN2,890 shares · 0.0% of their software$464KFlat
- Donnelley Financial Solutions, Inc.DFIN26,200 shares · 0.0% of their software$350KNew · Flat
- Bandwidth Inc.BAND2,000 shares · 0.0% of their software$349KNew · Flat
- Simulations PlusSLP4,600 shares · 0.0% of their software$347KNew · Flat
- Digital TurbineAPPS10,300 shares · 0.0% of their software$337KNew · Flat
- SPS CommerceSPSC4,300 shares · 0.0% of their software$335KNew · Flat
- Tucows Inc.TCX4,800 shares · 0.0% of their software$331KNew · Flat
- DomoDOMO8,600 shares · 0.0% of their software$330KNew
- Mitek Systems, Inc.MITK25,900 shares · 0.0% of their software$330KFlat
- TeradataTDC14,516 shares · 0.0% of their software$330KFlat
- Sabre CorporationSABR50,219 shares · 0.0% of their software$327K−$521K
- AppFolioAPPF2,300 shares · 0.0% of their software$326KNew · Flat
- OneSpan Inc.OSPN15,300 shares · 0.0% of their software$321KNew · Flat
- PDF Solutions, Inc.PDFS17,000 shares · 0.0% of their software$318KNew · Flat
- PAR Technology CorporationPAR7,700 shares · 0.0% of their software$312KNew · Flat
- Radware Ltd.RDWR11,980 shares · 0.0% of their software$290KNew · Flat
- PagerDutyPD9,184 shares · 0.0% of their software$249KFlat
- Immersion CorporationIMMR12,100 shares · 0.0% of their software$85KFlat