Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2021 · compared with Q1 2021
Filed as State Of Wisconsin Investment Board
- Software
- $4.4B
- Weight of 13F
- 9.2%
- Names
- 114
- Net bought
- +$115M
Filed 12 August 2021 · SEC filing.
2,058 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
- MicrosoftMSFT6,912,031 shares · 42.2% of their software · price +$243M$1.9B−$71.0M
- AdobeADBE406,569 shares · 5.4% of their software · price +$44.8M$238M−$28.0M
- SalesforceCRM953,898 shares · 5.3% of their software · price +$30.9M$233M+$29.4M
- OracleORCL2,141,507 shares · 3.8% of their software · price +$16.4M$167M−$31.4M
- Automatic Data Processing, Inc.ADP639,028 shares · 2.9% of their software · price +$6.5M$127M−$18.4M
- ShopifySHOP73,926 shares · 2.4% of their software · price +$26.2M$108M+$27.8M
- IntuitINTU208,142 shares · 2.3% of their software · price +$22.3M$102M−$3.1M
- ServiceNowNOW177,520 shares · 2.2% of their software · price +$8.8M$97.6M+$23.9M
- Fiserv, Inc.FISV879,072 shares · 2.1% of their software · price −$10.7M$94.0M−$73.0M
- Uber Technologies, Inc.UBER1,781,707 shares · 2.0% of their software · price −$7.8M$89.3M+$11.2M
- WorkdayWDAY323,932 shares · 1.7% of their software · price −$3.1M$77.3MFlat
- Block, Inc.XYZ270,067 shares · 1.5% of their software · price +$4.5M$65.8M+$18.2M
- RingCentralRNG220,498 shares · 1.4% of their software · price −$1.6M$64.1M+$22.5M
- AutodeskADSK181,525 shares · 1.2% of their software · price +$2.7M$53.0M−$17.3M
- ZoomZM135,966 shares · 1.2% of their software · price +$8.9M$52.6M+$13.1M
- NetApp, Inc.NTAP585,139 shares · 1.1% of their software · price +$5.4M$47.9M+$1.8M
- AkamaiAKAM361,716 shares · 1.0% of their software · price +$5.3M$42.2M−$3.4M
- TwilioTWLO100,608 shares · 0.9% of their software · price +$5.4M$39.7M+$910K
- CadenceCDNS284,887 shares · 0.9% of their software$39.0M+$10.0M
- DocuSignDOCU115,179 shares · 0.7% of their software · price +$8.9M$32.2M+$6.7M
- CrowdStrikeCRWD121,162 shares · 0.7% of their software · price +$8.3M$30.4M+$6.2M
- SynopsysSNPS110,276 shares · 0.7% of their software · price +$3.1M$30.4M−$31.2M
- Paychex, Inc.PAYX262,575 shares · 0.6% of their software · price +$2.4M$28.2M+$954K
- VeevaVEEV84,096 shares · 0.6% of their software · price +$4.2M$26.2M+$885K
- Palo Alto NetworksPANW69,085 shares · 0.6% of their software · price +$3.4M$25.6M−$34.8M
- FortinetFTNT105,728 shares · 0.6% of their software · price +$5.7M$25.2M−$16.3M
- WEX Inc.WEX121,237 shares · 0.5% of their software · price −$1.9M$23.5MFlat
- Roper Technologies, Inc.ROP46,945 shares · 0.5% of their software · price +$3.1M$22.1M−$2.8M
- The Trade DeskTTD281,898 shares · 0.5% of their software · price −$162M$21.8M+$169M
- Q2QTWO199,939 shares · 0.5% of their software$20.5MFlat
- StoneCo Ltd.STNE290,616 shares · 0.4% of their software · price +$1.7M$19.5M+$5.8M
- BlackLineBL167,450 shares · 0.4% of their software$18.6MFlat
- OktaOKTA72,191 shares · 0.4% of their software · price +$1.8M$17.7M+$3.7M
- GuidewireGWRE152,119 shares · 0.4% of their software · price +$1.7M$17.1MFlat
- VeriSign, Inc.VRSN73,859 shares · 0.4% of their software · price +$2.1M$16.8MFlat
- VaronisVRNS283,774 shares · 0.4% of their software · price +$1.8M$16.4M+$1.4M
- HubSpotHUBS27,917 shares · 0.4% of their software · price +$3.6M$16.3M−$2.4M
- CoStarCSGP188,976 shares · 0.4% of their software · price −$140M$15.7M+$139M
- Calix, Inc.CALX329,400 shares · 0.4% of their software · price +$4.2M$15.6MFlat
- BroadridgeBR90,373 shares · 0.3% of their software · price +$762K$14.6M+$3.4M
- PTCPTC100,839 shares · 0.3% of their software$14.2M+$695K
- Tyler TechnologiesTYL31,105 shares · 0.3% of their software · price +$866K$14.1MFlat
- VeriskVRSK78,582 shares · 0.3% of their software$13.7MFlat
- 8x8EGHT486,350 shares · 0.3% of their software$13.5M—
- SS&CSSNC176,246 shares · 0.3% of their software$12.7M−$5.8M
- CloudflareNET114,728 shares · 0.3% of their software · price +$4.1M$12.1M+$1.3M
- Gen DigitalGEN439,854 shares · 0.3% of their software · price +$2.6M$12.0M+$2.2M
- DatadogDDOG109,191 shares · 0.3% of their software · price +$2.3M$11.4M+$1.3M
- Fair IsaacFICO22,222 shares · 0.3% of their software$11.2M+$2.9M
- GoDaddyGDDY121,313 shares · 0.2% of their software · price +$1.1M$10.5M−$35.0M
- TrimbleTRMB128,354 shares · 0.2% of their software · price +$519K$10.5M−$1.6M
- PalantirPLTR389,672 shares · 0.2% of their software · price +$1.2M$10.3MNew · +$9.1M
- PaycomPAYC28,034 shares · 0.2% of their software$10.2M−$14.8M
- MongoDBMDB26,692 shares · 0.2% of their software · price +$2.5M$9.7M+$594K
- F5, Inc.FFIV51,592 shares · 0.2% of their software · price −$1.1M$9.6M+$697K
- NutanixNTNX249,153 shares · 0.2% of their software · price +$2.9M$9.5MFlat
- TenableTENB216,400 shares · 0.2% of their software · price +$1.1M$8.9MFlat
- SnowflakeSNOW36,467 shares · 0.2% of their software$8.8M+$4.5M
- ZscalerZS39,326 shares · 0.2% of their software · price +$1.7M$8.5M−$2.9M
- OpenTextOTEX157,010 shares · 0.2% of their software$8.0M−$20.2M
- Cerence Inc.CRNC74,612 shares · 0.2% of their software · price +$1.3M$8.0M+$4.2M
- Lyft, Inc.LYFT129,882 shares · 0.2% of their software$7.9M+$6.2M
- Check PointCHKP65,011 shares · 0.2% of their software$7.6M+$3.0M
- DropboxDBX241,236 shares · 0.2% of their software · price +$881K$7.3M−$6.4M
- WixWIX24,256 shares · 0.2% of their software$7.0M+$1.7M
- ACI WorldwideACIW188,340 shares · 0.2% of their software$7.0MFlat
- Health CatalystHCAT125,000 shares · 0.2% of their software · price +$1.1M$6.9MFlat
- FactSetFDS18,682 shares · 0.1% of their software · price +$505K$6.3MFlat
- DynatraceDT100,058 shares · 0.1% of their software · price +$1.0M$5.8MFlat
- Strategy IncMSTR8,700 shares · 0.1% of their software$5.8MFlat
- Rapid7RPD56,591 shares · 0.1% of their software · price +$1.1M$5.4M+$1.7M
- Bentley SystemsBSY80,369 shares · 0.1% of their software · price +$1.4M$5.2MNew · +$3.8M
- BoxBOX194,900 shares · 0.1% of their software · price +$505K$5.0M−$6.3M
- Digital TurbineAPPS65,400 shares · 0.1% of their software$5.0MFlat
- QualysQLYS48,900 shares · 0.1% of their software$4.9MFlat
- BlackbaudBLKB54,500 shares · 0.1% of their software$4.2MFlat
- UnityU37,883 shares · 0.1% of their software$4.2M+$3.4M
- LiveRamp Holdings, Inc.RAMP87,300 shares · 0.1% of their software$4.1MFlat
- AppianAPPN28,000 shares · 0.1% of their software$3.9MFlat
- MagniteMGNI110,000 shares · 0.1% of their software · price −$855K$3.7MNew · +$4.6M
- BlackBerry LimitedBB278,740 shares · 0.1% of their software · price +$1.1M$3.4M+$1.1M
- Sprout SocialSPT36,000 shares · 0.1% of their software · price +$1.1M$3.2M+$1.8M
- Cognyte Software Ltd.CGNT105,119 shares · 0.1% of their software$2.6MFlat
- SentinelOneS53,200 shares · 0.1% of their software$2.3MNew · +$2.3M
- AsanaASAN34,300 shares · 0.0% of their software · price +$1.1M$2.1MNew · +$980K
- Commerce.com, Inc.CMRC30,000 shares · 0.0% of their software$1.9M+$1.4M
- BILLBILL8,961 shares · 0.0% of their software$1.6MFlat
- PhreesiaPHR24,300 shares · 0.0% of their software$1.5MNew · +$1.3M
- Five9FIVN7,976 shares · 0.0% of their software$1.5MFlat
- SchrödingerSDGR19,000 shares · 0.0% of their software$1.4MNew · +$1.4M
- Shift4 Payments, Inc.FOUR14,027 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX15,447 shares · 0.0% of their software$1.2MFlat
- ElasticESTC8,157 shares · 0.0% of their software$1.2MFlat
- Manhattan AssociatesMANH7,558 shares · 0.0% of their software$1.1MFlat
- PaylocityPCTY4,474 shares · 0.0% of their software$854KFlat
- Euronet Worldwide, Inc.EEFT6,046 shares · 0.0% of their software$818KFlat
- FastlyFSLY12,627 shares · 0.0% of their software$753KFlat
- MorningstarMORN2,792 shares · 0.0% of their software$718KFlat
- UiPathPATH10,365 shares · 0.0% of their software$704KNew · +$704K
- PegasystemsPEGA4,869 shares · 0.0% of their software$678KFlat
- TeradataTDC13,000 shares · 0.0% of their software$650KFlat
- Sabre CorporationSABR38,001 shares · 0.0% of their software$474KFlat
- Mitek Systems, Inc.MITK20,200 shares · 0.0% of their software$389KFlat
- DomoDOMO4,700 shares · 0.0% of their software$380KFlat
- WorkivaWK3,300 shares · 0.0% of their software$367KFlat
- Donnelley Financial Solutions, Inc.DFIN11,100 shares · 0.0% of their software$366KFlat
- Viant Technology Inc.DSP10,000 shares · 0.0% of their software$298KFlat
- Tucows Inc.TCX3,600 shares · 0.0% of their software$289KFlat
- Ribbon Communications Inc.RBBN37,800 shares · 0.0% of their software$288KFlat
- PAR Technology CorporationPAR4,100 shares · 0.0% of their software$287KFlat
- OneSpan Inc.OSPN11,000 shares · 0.0% of their software$281KFlat
- Radware Ltd.RDWR8,541 shares · 0.0% of their software$263KFlat
- SoundThinking, Inc.SSTI4,400 shares · 0.0% of their software$215KNew · Flat
- Simulations PlusSLP3,800 shares · 0.0% of their software$209KFlat