Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2021 · compared with Q4 2020
Filed as State Of Wisconsin Investment Board
- Software
- $4.1B
- Weight of 13F
- 8.8%
- Names
- 113
- Net bought
- +$2.8M
Filed 17 May 2021 · SEC filing.
2,017 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
- MicrosoftMSFT7,213,228 shares · 41.2% of their software · price +$96.3M$1.7B+$41.1M
- AdobeADBE465,387 shares · 5.4% of their software · price −$11.5M$221MFlat
- OracleORCL2,588,536 shares · 4.4% of their software · price +$14.2M$182M−$12.7M
- Fiserv, Inc.FISV1,492,176 shares · 4.3% of their software · price +$7.7M$178MFlat
- SalesforceCRM815,345 shares · 4.2% of their software · price −$8.7M$173M+$14.8M
- Automatic Data Processing, Inc.ADP736,420 shares · 3.4% of their software · price +$9.0M$139M+$3.3M
- Uber Technologies, Inc.UBER1,575,458 shares · 2.1% of their software · price +$5.5M$85.9M+$15.9M
- IntuitINTU216,208 shares · 2.0% of their software · price +$694K$82.8M+$5.4M
- WorkdayWDAY321,409 shares · 1.9% of their software · price +$2.8M$79.8M+$4.1M
- AutodeskADSK243,983 shares · 1.6% of their software · price −$6.9M$67.6M−$1.4M
- ServiceNowNOW129,819 shares · 1.6% of their software · price −$6.5M$64.9M−$9.6M
- SynopsysSNPS236,021 shares · 1.4% of their software · price −$2.7M$58.5M+$21.4M
- Palo Alto NetworksPANW177,196 shares · 1.4% of their software · price −$5.9M$57.1M+$4.6M
- ShopifySHOP48,804 shares · 1.3% of their software · price −$1.2M$53.9M−$22.7M
- GoDaddyGDDY571,607 shares · 1.1% of their software · price −$3.0M$44.4M+$11.0M
- RingCentralRNG144,885 shares · 1.0% of their software · price −$11.7M$43.2M−$8.9M
- Block, Inc.XYZ189,801 shares · 1.0% of their software · price +$1.8M$43.1M−$964K
- NetApp, Inc.NTAP560,857 shares · 1.0% of their software · price +$3.6M$40.8M+$12.0M
- AkamaiAKAM394,815 shares · 1.0% of their software · price −$1.2M$40.2M+$11.4M
- FortinetFTNT193,910 shares · 0.9% of their software · price +$7.0M$35.8M+$1.7M
- TwilioTWLO97,937 shares · 0.8% of their software$33.4M+$2.2M
- ZoomZM95,181 shares · 0.7% of their software · price −$1.5M$30.6M−$129M
- CadenceCDNS211,711 shares · 0.7% of their software$29.0M+$2.5M
- OpenTextOTEX580,202 shares · 0.7% of their software · price +$1.3M$27.7M+$8.4M
- WEX Inc.WEX121,488 shares · 0.6% of their software · price +$691K$25.4MFlat
- PaycomPAYC68,157 shares · 0.6% of their software · price −$5.6M$25.2M+$2.1M
- Paychex, Inc.PAYX252,844 shares · 0.6% of their software · price +$1.2M$24.8M+$2.1M
- 8x8EGHT670,196 shares · 0.5% of their software$21.7M—
- Roper Technologies, Inc.ROP53,829 shares · 0.5% of their software · price −$1.5M$21.7M−$13.0M
- VeevaVEEV80,709 shares · 0.5% of their software · price −$889K$21.1M−$2.6M
- Q2QTWO199,939 shares · 0.5% of their software · price −$5.3M$20.0MFlat
- BlackLineBL167,450 shares · 0.4% of their software · price −$4.2M$18.2M−$520K
- SS&CSSNC259,537 shares · 0.4% of their software · price −$747K$18.1M+$6.4M
- DocuSignDOCU82,293 shares · 0.4% of their software · price −$1.6M$16.7MFlat
- EVERTEC, Inc.EVTC431,514 shares · 0.4% of their software · price −$906K$16.1MFlat
- CoStarCSGP19,528 shares · 0.4% of their software · price −$2.0M$16.1M−$5.3M
- CrowdStrikeCRWD87,200 shares · 0.4% of their software · price −$2.6M$15.9M+$2.2M
- GuidewireGWRE151,928 shares · 0.4% of their software · price −$4.1M$15.4M+$1.3M
- The Trade DeskTTD23,283 shares · 0.4% of their software · price −$3.5M$15.2MFlat
- HubSpotHUBS33,201 shares · 0.4% of their software · price +$1.9M$15.1MFlat
- VeriSign, Inc.VRSN75,783 shares · 0.4% of their software · price −$1.3M$15.1MFlat
- VeriskVRSK75,892 shares · 0.3% of their software · price −$2.3M$13.4M−$13.2M
- Tyler TechnologiesTYL31,245 shares · 0.3% of their software$13.3MFlat
- PTCPTC95,793 shares · 0.3% of their software · price +$1.7M$13.2M+$4.6M
- VaronisVRNS256,472 shares · 0.3% of their software · price −$28.8M$13.2M+$34.3M
- DropboxDBX482,530 shares · 0.3% of their software · price +$2.2M$12.9M+$5.8M
- OktaOKTA55,179 shares · 0.3% of their software · price −$1.9M$12.2MFlat
- StoneCo Ltd.STNE196,074 shares · 0.3% of their software · price −$4.5M$12.0M+$6.2M
- TrimbleTRMB148,802 shares · 0.3% of their software · price +$1.6M$11.6M+$1.1M
- Calix, Inc.CALX331,200 shares · 0.3% of their software · price +$1.6M$11.5M−$1.4M
- BoxBOX467,918 shares · 0.3% of their software · price +$2.3M$10.7M+$4.9M
- BroadridgeBR68,316 shares · 0.3% of their software$10.5M−$2.9M
- F5, Inc.FFIV48,253 shares · 0.2% of their software · price +$1.6M$10.1MFlat
- ZscalerZS56,497 shares · 0.2% of their software · price −$1.6M$9.7M−$12.7M
- Fair IsaacFICO16,173 shares · 0.2% of their software$7.9MFlat
- TenableTENB216,400 shares · 0.2% of their software · price −$3.5M$7.8M+$6.7M
- DatadogDDOG93,897 shares · 0.2% of their software · price −$1.4M$7.8M+$1.0M
- ACI WorldwideACIW188,340 shares · 0.2% of their software$7.2MFlat
- Gen DigitalGEN334,361 shares · 0.2% of their software$7.1M−$1.9M
- CloudflareNET96,679 shares · 0.2% of their software · price −$554K$6.8M−$542K
- NutanixNTNX250,078 shares · 0.2% of their software · price −$1.3M$6.6MFlat
- MongoDBMDB24,472 shares · 0.2% of their software · price −$2.2M$6.5MFlat
- FactSetFDS19,215 shares · 0.1% of their software$5.9MFlat
- Health CatalystHCAT125,000 shares · 0.1% of their software$5.8MFlat
- Strategy IncMSTR8,500 shares · 0.1% of their software · price +$2.5M$5.8MNew · +$3.3M
- Digital TurbineAPPS63,800 shares · 0.1% of their software · price +$1.5M$5.1MFlat
- QualysQLYS48,900 shares · 0.1% of their software · price −$836K$5.1MFlat
- WixWIX18,100 shares · 0.1% of their software · price +$530K$5.1MFlat
- DynatraceDT102,946 shares · 0.1% of their software · price +$512K$5.0M−$4.1M
- LiveRamp Holdings, Inc.RAMP87,300 shares · 0.1% of their software · price −$1.9M$4.5MFlat
- Check PointCHKP38,099 shares · 0.1% of their software · price −$798K$4.3MFlat
- BlackbaudBLKB54,500 shares · 0.1% of their software · price +$737K$3.9MFlat
- SnowflakeSNOW16,809 shares · 0.1% of their software · price −$876K$3.9MFlat
- AppianAPPN27,500 shares · 0.1% of their software · price −$801K$3.7MFlat
- Cognyte Software Ltd.CGNT106,662 shares · 0.1% of their software$3.0MNew · +$3.0M
- Rapid7RPD33,829 shares · 0.1% of their software · price −$526K$2.5MNew · +$3.1M
- Cerence Inc.CRNC27,612 shares · 0.1% of their software$2.5MFlat
- Lyft, Inc.LYFT31,958 shares · 0.0% of their software$2.0MFlat
- BILLBILL9,406 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB151,758 shares · 0.0% of their software$1.3MFlat
- Five9FIVN7,829 shares · 0.0% of their software$1.2MFlat
- Amdocs LimitedDOX16,390 shares · 0.0% of their software$1.2MFlat
- Manhattan AssociatesMANH8,022 shares · 0.0% of their software$942KFlat
- ElasticESTC8,375 shares · 0.0% of their software$931KFlat
- Euronet Worldwide, Inc.EEFT6,375 shares · 0.0% of their software$882KFlat
- PaylocityPCTY4,850 shares · 0.0% of their software$872KFlat
- Shift4 Payments, Inc.FOUR8,900 shares · 0.0% of their software$730KFlat
- FastlyFSLY10,002 shares · 0.0% of their software$673KFlat
- MorningstarMORN2,743 shares · 0.0% of their software$617KFlat
- Sabre CorporationSABR40,384 shares · 0.0% of their software$598KFlat
- PegasystemsPEGA5,000 shares · 0.0% of their software$572KFlat
- TeradataTDC13,739 shares · 0.0% of their software$530KFlat
- Viant Technology Inc.DSP10,000 shares · 0.0% of their software$529KNew · +$529K
- UnityU3,746 shares · 0.0% of their software$376KFlat
- PagerDutyPD9,199 shares · 0.0% of their software$370KFlat
- Donnelley Financial Solutions, Inc.DFIN12,500 shares · 0.0% of their software$348KFlat
- Commerce.com, Inc.CMRC5,588 shares · 0.0% of their software$323KNew · Flat
- Simulations PlusSLP5,100 shares · 0.0% of their software$323KFlat
- OneSpan Inc.OSPN13,000 shares · 0.0% of their software$319KFlat
- Ribbon Communications Inc.RBBN37,800 shares · 0.0% of their software$310KNew · Flat
- SPS CommerceSPSC3,000 shares · 0.0% of their software$298KFlat
- Mitek Systems, Inc.MITK20,200 shares · 0.0% of their software$295KFlat
- Immersion CorporationIMMR30,700 shares · 0.0% of their software$294KFlat
- WorkivaWK3,300 shares · 0.0% of their software$291KNew · Flat
- Sprout SocialSPT5,000 shares · 0.0% of their software$289KNew · Flat
- Alarm.com Holdings, Inc.ALRM3,300 shares · 0.0% of their software$285KNew · Flat
- Bandwidth Inc.BAND2,200 shares · 0.0% of their software$279KFlat
- Tucows Inc.TCX3,600 shares · 0.0% of their software$279KFlat
- PAR Technology CorporationPAR4,100 shares · 0.0% of their software$268KFlat
- DomoDOMO4,700 shares · 0.0% of their software$265K—
- Radware Ltd.RDWR9,387 shares · 0.0% of their software$245KFlat
- eGain CorporationEGAN18,700 shares · 0.0% of their software$177KFlat
- Priority Technology Holdings, Inc.PRTH10,700 shares · 0.0% of their software$74KNew · Flat