Generalist · Madison, WI
State of Wisconsin Investment Board
Q3 2021 · compared with Q2 2021
Filed as State Of Wisconsin Investment Board
- Software
- $4.7B
- Weight of 13F
- 9.7%
- Names
- 119
- Net bought
- +$131M
Filed 12 November 2021 · SEC filing.
2,110 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
- MicrosoftMSFT7,108,316 shares · 42.9% of their software · price +$78.3M$2.0B+$53.2M
- SalesforceCRM1,075,202 shares · 6.2% of their software · price +$29.0M$292M+$29.6M
- AdobeADBE420,119 shares · 5.2% of their software · price −$4.2M$242M+$7.9M
- OracleORCL1,454,913 shares · 2.7% of their software · price +$13.5M$127M−$53.4M
- ServiceNowNOW196,676 shares · 2.6% of their software · price +$14.3M$122M+$10.5M
- IntuitINTU214,735 shares · 2.5% of their software · price +$10.6M$116M+$3.2M
- ShopifySHOP76,516 shares · 2.2% of their software · price −$8.0M$104M+$3.8M
- WorkdayWDAY351,576 shares · 1.9% of their software · price +$3.9M$87.9M+$6.6M
- Uber Technologies, Inc.UBER1,852,222 shares · 1.8% of their software · price −$9.9M$83.0M+$3.5M
- Automatic Data Processing, Inc.ADP353,618 shares · 1.5% of their software$70.7M−$56.7M
- Block, Inc.XYZ274,161 shares · 1.4% of their software · price −$1.1M$65.8M+$998K
- NetApp, Inc.NTAP643,164 shares · 1.2% of their software · price +$5.1M$57.7M+$4.7M
- AkamaiAKAM524,315 shares · 1.2% of their software · price −$6.3M$54.8M+$19.0M
- AutodeskADSK190,867 shares · 1.2% of their software · price −$1.3M$54.4M+$2.7M
- Fiserv, Inc.FISV457,874 shares · 1.1% of their software · price +$737K$49.7M−$45.0M
- CadenceCDNS290,021 shares · 0.9% of their software · price +$4.2M$43.9M+$702K
- RingCentralRNG191,977 shares · 0.9% of their software · price −$14.0M$41.8M−$8.3M
- CrowdStrikeCRWD159,266 shares · 0.8% of their software · price −$881K$39.1M+$9.6M
- SnowflakeSNOW126,078 shares · 0.8% of their software · price +$7.6M$38.1M+$21.7M
- FortinetFTNT128,174 shares · 0.8% of their software · price +$6.9M$37.4M+$5.3M
- ZoomZM138,481 shares · 0.8% of their software · price −$17.4M$36.2M+$973K
- SynopsysSNPS118,113 shares · 0.8% of their software · price +$2.8M$35.4M+$2.2M
- Palo Alto NetworksPANW73,392 shares · 0.8% of their software · price +$7.9M$35.2M+$1.6M
- TwilioTWLO107,244 shares · 0.7% of their software · price −$8.1M$34.2M+$2.6M
- VeevaVEEV118,532 shares · 0.7% of their software · price −$2.7M$34.2M+$10.7M
- VeriskVRSK168,320 shares · 0.7% of their software · price +$4.3M$33.7M+$15.7M
- DocuSignDOCU120,362 shares · 0.7% of their software · price −$2.7M$31.0M+$1.4M
- Paychex, Inc.PAYX271,774 shares · 0.7% of their software · price +$1.4M$30.6M+$987K
- F5, Inc.FFIV122,496 shares · 0.5% of their software · price +$1.5M$24.4M+$13.2M
- Roper Technologies, Inc.ROP53,077 shares · 0.5% of their software · price −$1.3M$23.7M+$2.9M
- The Trade DeskTTD296,685 shares · 0.4% of their software · price −$2.1M$20.9M+$1.1M
- WEX Inc.WEX114,665 shares · 0.4% of their software · price −$2.0M$20.2M−$1.3M
- HubSpotHUBS29,389 shares · 0.4% of their software · price +$2.7M$19.9M+$858K
- BlackLineBL164,350 shares · 0.4% of their software · price +$1.1M$19.4MFlat
- GuidewireGWRE159,570 shares · 0.4% of their software · price +$981K$19.0M+$840K
- VaronisVRNS307,439 shares · 0.4% of their software · price +$993K$18.7M+$1.4M
- OktaOKTA77,528 shares · 0.4% of their software · price −$569K$18.4M+$1.3M
- PalantirPLTR747,902 shares · 0.4% of their software · price −$1.7M$18.0M+$9.4M
- PaycomPAYC34,902 shares · 0.4% of their software · price +$4.6M$17.3M+$2.5M
- ZscalerZS65,749 shares · 0.4% of their software · price +$3.0M$17.2M+$5.7M
- DatadogDDOG119,784 shares · 0.4% of their software · price +$4.5M$16.9M+$1.1M
- CoStarCSGP196,628 shares · 0.4% of their software · price +$637K$16.9M+$634K
- VeriSign, Inc.VRSN80,811 shares · 0.4% of their software · price −$1.8M$16.6M+$1.6M
- Q2QTWO199,939 shares · 0.3% of their software · price −$4.5M$16.0MFlat
- Calix, Inc.CALX321,800 shares · 0.3% of their software · price +$621K$15.9MFlat
- BroadridgeBR91,471 shares · 0.3% of their software$15.2MFlat
- Tyler TechnologiesTYL32,287 shares · 0.3% of their software$14.8M+$535K
- MongoDBMDB30,178 shares · 0.3% of their software · price +$3.3M$14.2M+$1.3M
- CloudflareNET125,021 shares · 0.3% of their software · price +$851K$14.1M+$1.1M
- SS&CSSNC182,567 shares · 0.3% of their software$12.7MFlat
- PTCPTC96,250 shares · 0.2% of their software · price −$2.1M$11.5M−$648K
- TrimbleTRMB140,110 shares · 0.2% of their software$11.5M+$962K
- Gen DigitalGEN454,964 shares · 0.2% of their software · price −$874K$11.5MFlat
- 8x8EGHT486,350 shares · 0.2% of their software$11.4MFlat
- StoneCo Ltd.STNE309,276 shares · 0.2% of their software · price −$10.0M$10.7M+$1.3M
- TenableTENB216,400 shares · 0.2% of their software · price +$1.0M$10.0MFlat
- AsanaASAN95,900 shares · 0.2% of their software · price +$4.0M$10.0M+$3.8M
- NutanixNTNX250,285 shares · 0.2% of their software$9.4MFlat
- Fair IsaacFICO22,859 shares · 0.2% of their software · price −$2.4M$9.1MFlat
- GoDaddyGDDY126,203 shares · 0.2% of their software · price −$2.2M$8.8MFlat
- DynatraceDT106,972 shares · 0.2% of their software · price +$1.3M$7.6MFlat
- Check PointCHKP66,211 shares · 0.2% of their software$7.5MFlat
- Cerence Inc.CRNC77,212 shares · 0.2% of their software · price −$818K$7.4MFlat
- Sprout SocialSPT60,800 shares · 0.2% of their software · price +$2.0M$7.4M+$2.2M
- Lyft, Inc.LYFT137,558 shares · 0.2% of their software · price −$948K$7.4MFlat
- OpenTextOTEX150,810 shares · 0.2% of their software$7.4MFlat
- DropboxDBX251,048 shares · 0.2% of their software$7.3MFlat
- FactSetFDS18,177 shares · 0.2% of their software · price +$1.1M$7.2MFlat
- Digital TurbineAPPS103,800 shares · 0.2% of their software · price −$756K$7.1M+$2.9M
- Health CatalystHCAT125,000 shares · 0.1% of their software · price −$688K$6.3MFlat
- Strategy IncMSTR10,700 shares · 0.1% of their software · price −$921K$6.2M+$1.3M
- ACI WorldwideACIW188,340 shares · 0.1% of their software · price −$1.2M$5.8MFlat
- QualysQLYS48,900 shares · 0.1% of their software · price +$518K$5.4MFlat
- LightspeedLSPD54,662 shares · 0.1% of their software · price +$701K$5.3MNew · +$4.6M
- Rapid7RPD46,418 shares · 0.1% of their software · price +$854K$5.2M−$963K
- Bentley SystemsBSY84,518 shares · 0.1% of their software$5.1MFlat
- WixWIX26,069 shares · 0.1% of their software · price −$2.5M$5.1M+$526K
- UnityU38,476 shares · 0.1% of their software · price +$632K$4.9MFlat
- BoxBOX194,900 shares · 0.1% of their software$4.6MFlat
- UiPathPATH80,229 shares · 0.1% of their software · price −$1.2M$4.2M+$4.7M
- SentinelOneS77,072 shares · 0.1% of their software · price +$853K$4.1M+$1.0M
- LiveRamp Holdings, Inc.RAMP87,300 shares · 0.1% of their software$4.1MFlat
- BlackbaudBLKB54,500 shares · 0.1% of their software$3.8MFlat
- MagniteMGNI121,000 shares · 0.1% of their software · price −$707K$3.4MFlat
- SchrödingerSDGR59,100 shares · 0.1% of their software · price −$1.2M$3.2M+$3.0M
- PhreesiaPHR49,400 shares · 0.1% of their software$3.0M+$1.5M
- BlackBerry LimitedBB292,940 shares · 0.1% of their software · price −$729K$2.9MFlat
- Five9FIVN16,696 shares · 0.1% of their software$2.7M+$1.6M
- BILLBILL9,901 shares · 0.1% of their software · price +$829K$2.6MFlat
- AppianAPPN28,000 shares · 0.1% of their software · price −$1.3M$2.6MFlat
- Commerce.com, Inc.CMRC30,000 shares · 0.0% of their software$1.5MFlat
- PaylocityPCTY4,697 shares · 0.0% of their software$1.3MFlat
- ElasticESTC8,726 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX16,214 shares · 0.0% of their software$1.2MFlat
- Manhattan AssociatesMANH7,932 shares · 0.0% of their software$1.2MFlat
- Shift4 Payments, Inc.FOUR14,282 shares · 0.0% of their software$1.1MFlat
- DoceboDCBO12,885 shares · 0.0% of their software$941KNew · +$761K
- Euronet Worldwide, Inc.EEFT6,347 shares · 0.0% of their software$808KFlat
- TeradataTDC13,646 shares · 0.0% of their software$783KFlat
- MorningstarMORN2,932 shares · 0.0% of their software$759KFlat
- PegasystemsPEGA5,114 shares · 0.0% of their software$650KFlat
- FastlyFSLY13,253 shares · 0.0% of their software$536KFlat
- CS Disco, Inc.LAW10,000 shares · 0.0% of their software$479KNew · Flat
- Sabre CorporationSABR39,878 shares · 0.0% of their software$472KFlat
- Donnelley Financial Solutions, Inc.DFIN11,100 shares · 0.0% of their software$384KFlat
- DomoDOMO4,100 shares · 0.0% of their software$346K—
- CertaraCERT10,400 shares · 0.0% of their software$344KNew · Flat
- Veritone, Inc.VERI13,600 shares · 0.0% of their software$325KNew · Flat
- WorkivaWK2,200 shares · 0.0% of their software$310KFlat
- Agilysys, Inc.AGYS5,800 shares · 0.0% of their software$304KNew · Flat
- Mitek Systems, Inc.MITK13,700 shares · 0.0% of their software$253KFlat
- Cognyte Software Ltd.CGNT11,511 shares · 0.0% of their software$237K−$2.3M
- Tucows Inc.TCX3,000 shares · 0.0% of their software$237KFlat
- Rimini Street, Inc.RMNI23,500 shares · 0.0% of their software$227KNew · Flat
- Radware Ltd.RDWR6,430 shares · 0.0% of their software$217KFlat
- SoundThinking, Inc.SSTI5,900 shares · 0.0% of their software$215KFlat
- A10 Networks, Inc.ATEN15,400 shares · 0.0% of their software$208KNew · Flat
- Ribbon Communications Inc.RBBN33,400 shares · 0.0% of their software$200KFlat
- Viant Technology Inc.DSP10,000 shares · 0.0% of their software$122KFlat