Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2020 · compared with Q3 2020
Filed as State Of Wisconsin Investment Board
- Software
- $4.1B
- Weight of 13F
- 9.6%
- Names
- 106
- Net bought
- +$12.7M
Filed 3 February 2021 · SEC filing.
1,968 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
- MicrosoftMSFT7,028,370 shares · 38.0% of their software · price +$85.0M$1.6B−$58.0M
- AdobeADBE466,817 shares · 5.7% of their software · price +$4.5M$233M−$7.0M
- OracleORCL2,785,383 shares · 4.4% of their software · price +$13.9M$180M−$22.0M
- Fiserv, Inc.FISV1,493,746 shares · 4.1% of their software · price +$16.1M$170MFlat
- SalesforceCRM749,033 shares · 4.0% of their software · price −$21.6M$167M−$45.0M
- ZoomZM478,625 shares · 3.9% of their software · price −$63.6M$161M+$182M
- Automatic Data Processing, Inc.ADP717,543 shares · 3.1% of their software · price +$26.3M$126M+$3.5M
- ServiceNowNOW147,262 shares · 2.0% of their software · price +$9.6M$81.1M+$7.9M
- ShopifySHOP68,835 shares · 1.9% of their software · price +$7.5M$77.7M−$25.0M
- IntuitINTU202,027 shares · 1.9% of their software · price +$10.8M$76.7M−$3.6M
- AutodeskADSK248,611 shares · 1.8% of their software · price +$18.5M$75.9M+$28.6M
- WorkdayWDAY304,303 shares · 1.8% of their software · price +$7.4M$72.9M+$9.0M
- Uber Technologies, Inc.UBER1,263,694 shares · 1.6% of their software · price +$18.3M$64.4M−$6.3M
- RingCentralRNG168,394 shares · 1.6% of their software · price +$17.6M$63.8M+$18.4M
- Palo Alto NetworksPANW164,333 shares · 1.4% of their software · price +$18.2M$58.4M−$812K
- Block, Inc.XYZ194,229 shares · 1.0% of their software · price +$10.7M$42.3M−$2.4M
- SynopsysSNPS153,568 shares · 1.0% of their software · price +$7.0M$39.8M−$19.5M
- GoDaddyGDDY438,881 shares · 0.9% of their software · price +$3.1M$36.4M+$26.1M
- Roper Technologies, Inc.ROP83,974 shares · 0.9% of their software · price +$3.0M$36.2M−$9.7M
- TwilioTWLO91,536 shares · 0.8% of their software · price +$8.4M$31.0M−$652K
- 8x8EGHT897,764 shares · 0.8% of their software$30.9M—
- AkamaiAKAM285,869 shares · 0.7% of their software · price −$1.6M$30.0M−$2.0M
- VeriskVRSK139,502 shares · 0.7% of their software · price +$3.1M$29.0M−$4.7M
- PaycomPAYC63,406 shares · 0.7% of their software · price +$8.9M$28.7M+$8.0M
- FortinetFTNT182,153 shares · 0.7% of their software · price +$5.6M$27.1M+$11.3M
- CadenceCDNS193,524 shares · 0.6% of their software · price +$5.8M$26.4MFlat
- Q2QTWO199,939 shares · 0.6% of their software · price +$7.1M$25.3M−$2.3M
- NetApp, Inc.NTAP380,415 shares · 0.6% of their software · price +$8.5M$25.2M+$7.9M
- WEX Inc.WEX123,049 shares · 0.6% of their software · price +$7.9M$25.0M−$963K
- VeevaVEEV90,359 shares · 0.6% of their software · price −$808K$24.6M−$1.7M
- ZscalerZS119,994 shares · 0.6% of their software · price +$7.1M$24.0M−$3.1M
- CoStarCSGP25,250 shares · 0.6% of their software · price +$1.9M$23.3M−$1.7M
- BlackLineBL171,350 shares · 0.6% of their software · price +$7.5M$22.9M−$2.0M
- Paychex, Inc.PAYX230,389 shares · 0.5% of their software · price +$3.1M$21.5M−$1.2M
- The Trade DeskTTD23,648 shares · 0.5% of their software · price +$6.7M$18.9MFlat
- DocuSignDOCU84,091 shares · 0.5% of their software · price +$594K$18.7M−$1.8M
- GuidewireGWRE141,545 shares · 0.4% of their software · price +$3.5M$18.2MFlat
- OpenTextOTEX396,272 shares · 0.4% of their software · price +$1.3M$18.0M−$5.3M
- EVERTEC, Inc.EVTC431,208 shares · 0.4% of their software · price +$2.0M$17.0MFlat
- CrowdStrikeCRWD76,800 shares · 0.4% of their software · price +$5.7M$16.3M−$895K
- VeriSign, Inc.VRSN73,530 shares · 0.4% of their software · price +$849K$15.9M+$3.9M
- OktaOKTA56,866 shares · 0.4% of their software · price +$2.3M$14.5M−$896K
- BroadridgeBR87,344 shares · 0.3% of their software · price +$1.9M$13.4M−$801K
- Tyler TechnologiesTYL30,308 shares · 0.3% of their software · price +$2.7M$13.2M−$9.0M
- HubSpotHUBS32,590 shares · 0.3% of their software · price +$3.4M$12.9M−$4.9M
- SS&CSSNC171,455 shares · 0.3% of their software · price +$2.1M$12.5M−$7.7M
- Calix, Inc.CALX379,300 shares · 0.3% of their software · price +$4.5M$11.3M−$1.8M
- StoneCo Ltd.STNE121,684 shares · 0.2% of their software · price +$3.8M$10.2M+$5.2M
- Gen DigitalGEN425,612 shares · 0.2% of their software$8.8M−$9.2M
- TrimbleTRMB132,082 shares · 0.2% of their software · price +$2.4M$8.8M−$3.4M
- DynatraceDT196,695 shares · 0.2% of their software$8.5MFlat
- MongoDBMDB23,435 shares · 0.2% of their software · price +$3.0M$8.4M−$507K
- Fair IsaacFICO16,381 shares · 0.2% of their software · price +$1.4M$8.4MFlat
- DatadogDDOG83,708 shares · 0.2% of their software$8.2M+$610K
- F5, Inc.FFIV46,543 shares · 0.2% of their software · price +$2.5M$8.2M−$1.1M
- NutanixNTNX250,987 shares · 0.2% of their software · price +$2.4M$8.0M−$617K
- CloudflareNET103,811 shares · 0.2% of their software · price +$3.6M$7.9M+$3.7M
- VaronisVRNS46,700 shares · 0.2% of their software · price +$2.3M$7.6M−$762K
- ACI WorldwideACIW188,340 shares · 0.2% of their software · price +$2.3M$7.2M−$611K
- PTCPTC57,218 shares · 0.2% of their software · price +$2.1M$6.8M−$2.2M
- FactSetFDS19,804 shares · 0.2% of their software$6.6M−$586K
- LiveRamp Holdings, Inc.RAMP87,300 shares · 0.2% of their software · price +$1.9M$6.4M−$564K
- QualysQLYS48,900 shares · 0.1% of their software · price +$1.2M$6.0M−$598K
- Health CatalystHCAT125,000 shares · 0.1% of their software · price +$866K$5.4M−$571K
- Check PointCHKP39,799 shares · 0.1% of their software · price +$500K$5.3M−$758K
- SnowflakeSNOW17,783 shares · 0.1% of their software · price +$541K$5.0MFlat
- DropboxDBX223,190 shares · 0.1% of their software · price +$654K$5.0M−$12.9M
- TenableTENB87,500 shares · 0.1% of their software · price +$1.3M$4.6MFlat
- AppianAPPN27,100 shares · 0.1% of their software · price +$2.6M$4.4MNew · +$1.8M
- WixWIX16,600 shares · 0.1% of their software$4.1M−$21.9M
- Digital TurbineAPPS65,700 shares · 0.1% of their software · price +$1.6M$3.7M+$1.8M
- BoxBOX194,900 shares · 0.1% of their software$3.5MNew · +$3.4M
- BlackbaudBLKB54,500 shares · 0.1% of their software$3.1MFlat
- Cerence Inc.CRNC27,612 shares · 0.1% of their software · price +$1.4M$2.8MNew · +$1.3M
- Lyft, Inc.LYFT31,775 shares · 0.0% of their software · price +$686K$1.6MFlat
- Five9FIVN7,950 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB196,258 shares · 0.0% of their software$1.3MFlat
- BILLBILL9,410 shares · 0.0% of their software$1.3MFlat
- ElasticESTC8,488 shares · 0.0% of their software$1.2MFlat
- Amdocs LimitedDOX16,861 shares · 0.0% of their software$1.2MFlat
- DoceboDCBO16,610 shares · 0.0% of their software$1.1MNew · +$1.1M
- PaylocityPCTY4,920 shares · 0.0% of their software$1.0MFlat
- Euronet Worldwide, Inc.EEFT6,469 shares · 0.0% of their software$937KFlat
- FastlyFSLY10,140 shares · 0.0% of their software$886KFlat
- Manhattan AssociatesMANH8,145 shares · 0.0% of their software$857KFlat
- PegasystemsPEGA5,077 shares · 0.0% of their software$677KFlat
- Shift4 Payments, Inc.FOUR8,900 shares · 0.0% of their software$671KFlat
- Sabre CorporationSABR54,099 shares · 0.0% of their software$650KFlat
- MorningstarMORN2,780 shares · 0.0% of their software$644KFlat
- UnityU3,710 shares · 0.0% of their software$569K−$1.9M
- Mitek Systems, Inc.MITK21,400 shares · 0.0% of their software$380KFlat
- PagerDutyPD8,934 shares · 0.0% of their software$373KFlat
- Donnelley Financial Solutions, Inc.DFIN20,200 shares · 0.0% of their software$343KFlat
- Simulations PlusSLP4,700 shares · 0.0% of their software$338KFlat
- SPS CommerceSPSC3,000 shares · 0.0% of their software$326KFlat
- AppFolioAPPF1,800 shares · 0.0% of their software$324KFlat
- PDF Solutions, Inc.PDFS15,000 shares · 0.0% of their software$324KFlat
- eGain CorporationEGAN27,300 shares · 0.0% of their software$322KNew · Flat
- Tucows Inc.TCX4,300 shares · 0.0% of their software$318KFlat
- PAR Technology CorporationPAR5,000 shares · 0.0% of their software$314KFlat
- TeradataTDC13,946 shares · 0.0% of their software$313KFlat
- DomoDOMO4,800 shares · 0.0% of their software$306K—
- OneSpan Inc.OSPN14,700 shares · 0.0% of their software$304KFlat
- Bandwidth Inc.BAND1,800 shares · 0.0% of their software$277KFlat
- Radware Ltd.RDWR8,102 shares · 0.0% of their software$225KFlat
- Immersion CorporationIMMR16,900 shares · 0.0% of their software$191KFlat