Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2021 · compared with Q3 2021
Filed as State Of Wisconsin Investment Board
- Software
- $5.0B
- Weight of 13F
- 9.7%
- Names
- 124
- Net bought
- −$65.6M
Filed 11 February 2022 · SEC filing.
2,142 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
- MicrosoftMSFT6,913,936 shares · 46.5% of their software · price +$376M$2.3B−$54.8M
- SalesforceCRM980,489 shares · 5.0% of their software · price −$16.8M$249M−$25.7M
- AdobeADBE409,276 shares · 4.6% of their software · price −$3.5M$232M−$6.2M
- IntuitINTU219,937 shares · 2.8% of their software · price +$22.8M$141M+$2.8M
- OracleORCL1,334,721 shares · 2.3% of their software$116M−$10.5M
- ServiceNowNOW177,680 shares · 2.3% of their software · price +$4.8M$115M−$11.8M
- Uber Technologies, Inc.UBER2,700,660 shares · 2.3% of their software · price −$7.8M$113M+$38.0M
- ShopifySHOP67,922 shares · 1.9% of their software · price +$1.5M$93.7M−$11.7M
- Automatic Data Processing, Inc.ADP342,671 shares · 1.7% of their software · price +$16.0M$84.5M−$2.2M
- WorkdayWDAY303,641 shares · 1.7% of their software · price +$7.1M$82.9M−$12.0M
- AkamaiAKAM539,506 shares · 1.3% of their software · price +$6.7M$63.1M+$1.6M
- NetApp, Inc.NTAP620,592 shares · 1.1% of their software · price +$1.4M$57.1M−$2.0M
- SnowflakeSNOW162,081 shares · 1.1% of their software · price +$5.9M$54.9M+$10.9M
- Palo Alto NetworksPANW93,646 shares · 1.0% of their software · price +$7.3M$52.1M+$9.7M
- AutodeskADSK184,739 shares · 1.0% of their software · price −$735K$51.9M−$1.7M
- CadenceCDNS277,119 shares · 1.0% of their software · price +$9.7M$51.6M−$2.0M
- Fiserv, Inc.FISV474,615 shares · 1.0% of their software · price −$2.2M$49.3M+$1.8M
- Block, Inc.XYZ280,360 shares · 0.9% of their software · price −$22.0M$45.3M+$1.5M
- SynopsysSNPS120,867 shares · 0.9% of their software · price +$8.4M$44.5M+$825K
- VeriskVRSK172,485 shares · 0.8% of their software · price +$4.9M$39.5M+$834K
- FortinetFTNT105,027 shares · 0.8% of their software · price +$7.1M$37.7M−$6.8M
- Paychex, Inc.PAYX262,350 shares · 0.7% of their software · price +$6.3M$35.8M−$1.1M
- TwilioTWLO114,788 shares · 0.6% of their software · price −$6.4M$30.2M+$2.4M
- F5, Inc.FFIV121,476 shares · 0.6% of their software · price +$5.6M$29.7MFlat
- The Trade DeskTTD315,285 shares · 0.6% of their software · price +$6.7M$28.9M+$1.3M
- CrowdStrikeCRWD140,707 shares · 0.6% of their software · price −$5.8M$28.8M−$4.6M
- RingCentralRNG146,441 shares · 0.5% of their software · price −$4.4M$27.4M−$9.9M
- ZoomZM148,953 shares · 0.5% of their software · price −$11.6M$27.4M+$2.7M
- DatadogDDOG147,583 shares · 0.5% of their software · price +$5.4M$26.3M+$3.9M
- Roper Technologies, Inc.ROP51,947 shares · 0.5% of their software · price +$2.4M$25.6M−$504K
- VeevaVEEV98,783 shares · 0.5% of their software · price −$3.2M$25.2M−$5.7M
- HubSpotHUBS31,792 shares · 0.4% of their software · price −$539K$21.0M+$1.6M
- CloudflareNET152,892 shares · 0.4% of their software · price +$2.9M$20.1M+$3.1M
- VeriSign, Inc.VRSN78,559 shares · 0.4% of their software · price +$3.8M$19.9MFlat
- MongoDBMDB37,490 shares · 0.4% of their software · price +$2.2M$19.8M+$3.4M
- DocuSignDOCU128,578 shares · 0.4% of their software · price −$13.5M$19.6M+$2.1M
- ZscalerZS59,762 shares · 0.4% of their software · price +$3.5M$19.2M−$1.6M
- OktaOKTA84,429 shares · 0.4% of their software · price −$1.1M$18.9M+$1.6M
- Calix, Inc.CALX230,700 shares · 0.4% of their software · price +$7.0M$18.4M−$4.5M
- PalantirPLTR1,003,727 shares · 0.4% of their software · price −$5.9M$18.3M+$6.2M
- WEX Inc.WEX123,296 shares · 0.3% of their software · price −$4.4M$17.3M+$1.5M
- Tyler TechnologiesTYL31,979 shares · 0.3% of their software · price +$2.5M$17.2MFlat
- BlackLineBL164,350 shares · 0.3% of their software · price −$2.4M$17.0MFlat
- BroadridgeBR92,167 shares · 0.3% of their software · price +$1.5M$16.9MFlat
- GuidewireGWRE142,299 shares · 0.3% of their software · price −$760K$16.2M−$2.1M
- Q2QTWO199,939 shares · 0.3% of their software$15.9MFlat
- PaycomPAYC36,181 shares · 0.3% of their software · price −$2.9M$15.0M+$634K
- CoStarCSGP188,192 shares · 0.3% of their software · price −$1.3M$14.9M−$726K
- VaronisVRNS293,383 shares · 0.3% of their software · price −$3.5M$14.3M−$855K
- SS&CSSNC170,105 shares · 0.3% of their software · price +$2.1M$13.9M−$865K
- BILLBILL52,104 shares · 0.3% of their software · price −$927K$13.0M+$11.3M
- Gen DigitalGEN459,895 shares · 0.2% of their software$11.9MFlat
- TenableTENB216,400 shares · 0.2% of their software · price +$1.9M$11.9MFlat
- PTCPTC95,768 shares · 0.2% of their software$11.6MFlat
- TrimbleTRMB126,509 shares · 0.2% of their software · price +$625K$11.0M−$1.1M
- GoDaddyGDDY125,097 shares · 0.2% of their software · price +$1.9M$10.6MFlat
- Fair IsaacFICO22,363 shares · 0.2% of their software · price +$799K$9.7MFlat
- FactSetFDS19,530 shares · 0.2% of their software · price +$1.8M$9.5M+$534K
- ZoomInfoZI146,376 shares · 0.2% of their software$9.4MNew
- AsanaASAN125,305 shares · 0.2% of their software · price −$3.7M$9.3M+$3.1M
- 8x8EGHT486,350 shares · 0.2% of their software$8.2MFlat
- NutanixNTNX251,859 shares · 0.2% of their software · price −$1.5M$8.0MFlat
- DynatraceDT125,008 shares · 0.2% of their software · price −$1.3M$7.5M+$1.3M
- UnityU46,959 shares · 0.1% of their software · price +$786K$6.7M+$1.1M
- QualysQLYS48,900 shares · 0.1% of their software · price +$1.3M$6.7MFlat
- ACI WorldwideACIW188,340 shares · 0.1% of their software · price +$748K$6.5MFlat
- Check PointCHKP55,811 shares · 0.1% of their software$6.5M−$1.2M
- Digital TurbineAPPS104,400 shares · 0.1% of their software · price −$810K$6.4MFlat
- UiPathPATH147,024 shares · 0.1% of their software · price −$1.4M$6.3M+$3.5M
- Rapid7RPD52,576 shares · 0.1% of their software$6.2M+$696K
- Sprout SocialSPT67,600 shares · 0.1% of their software · price −$2.1M$6.1M+$829K
- DropboxDBX246,551 shares · 0.1% of their software · price −$1.2M$6.1MFlat
- OpenTextOTEX125,910 shares · 0.1% of their software$6.0M−$1.2M
- Lyft, Inc.LYFT137,551 shares · 0.1% of their software · price −$1.5M$5.9MFlat
- Strategy IncMSTR10,700 shares · 0.1% of their software$5.8MFlat
- PagerDutyPD167,100 shares · 0.1% of their software · price −$1.1M$5.8MNew · +$6.9M
- Cerence Inc.CRNC74,600 shares · 0.1% of their software · price −$1.5M$5.7MFlat
- Bentley SystemsBSY110,753 shares · 0.1% of their software · price −$1.4M$5.4M+$1.6M
- BoxBOX194,900 shares · 0.1% of their software$5.1MFlat
- Health CatalystHCAT125,000 shares · 0.1% of their software · price −$1.3M$5.0MFlat
- WixWIX28,227 shares · 0.1% of their software · price −$1.1M$4.5MFlat
- BlackbaudBLKB54,500 shares · 0.1% of their software$4.3MFlat
- LiveRamp Holdings, Inc.RAMP87,300 shares · 0.1% of their software$4.2MFlat
- SentinelOneS71,412 shares · 0.1% of their software$3.6MFlat
- BlackBerry LimitedBB245,940 shares · 0.0% of their software$2.3MFlat
- PhreesiaPHR49,400 shares · 0.0% of their software · price −$990K$2.1MFlat
- SchrödingerSDGR59,100 shares · 0.0% of their software · price −$1.2M$2.1MFlat
- MagniteMGNI110,000 shares · 0.0% of their software · price −$1.2M$1.9MFlat
- GitLabGTLB19,402 shares · 0.0% of their software$1.7MNew · +$1.7M
- AppianAPPN25,200 shares · 0.0% of their software · price −$688K$1.6MFlat
- LightspeedLSPD36,993 shares · 0.0% of their software · price −$2.1M$1.5M−$1.7M
- Manhattan AssociatesMANH7,697 shares · 0.0% of their software$1.2MFlat
- Amdocs LimitedDOX15,734 shares · 0.0% of their software$1.2MFlat
- Consensus Cloud Solutions, Inc.CCSI19,700 shares · 0.0% of their software$1.1MNew · +$702K
- PaylocityPCTY4,793 shares · 0.0% of their software$1.1MFlat
- Five9FIVN8,232 shares · 0.0% of their software$1.1M−$1.4M
- ElasticESTC8,953 shares · 0.0% of their software$1.1MFlat
- Commerce.com, Inc.CMRC30,000 shares · 0.0% of their software$1.1MFlat
- MorningstarMORN2,844 shares · 0.0% of their software$973KFlat
- Shift4 Payments, Inc.FOUR14,209 shares · 0.0% of their software$823KFlat
- Euronet Worldwide, Inc.EEFT6,156 shares · 0.0% of their software$734KFlat
- DoceboDCBO9,872 shares · 0.0% of their software$663KFlat
- ProcorePCOR7,265 shares · 0.0% of their software$581KNew · +$649K
- TeradataTDC13,238 shares · 0.0% of their software$562KFlat
- PegasystemsPEGA4,959 shares · 0.0% of their software$555KFlat
- FastlyFSLY12,857 shares · 0.0% of their software$456KFlat
- StoneCo Ltd.STNE26,896 shares · 0.0% of their software$453K−$9.8M
- A10 Networks, Inc.ATEN23,300 shares · 0.0% of their software$386KFlat
- Radware Ltd.RDWR9,050 shares · 0.0% of their software$377KFlat
- CertaraCERT12,858 shares · 0.0% of their software$365KFlat
- CS Disco, Inc.LAW10,000 shares · 0.0% of their software$357KFlat
- Donnelley Financial Solutions, Inc.DFIN7,500 shares · 0.0% of their software$354KFlat
- Sabre CorporationSABR39,240 shares · 0.0% of their software$337KFlat
- Rimini Street, Inc.RMNI53,400 shares · 0.0% of their software$319KFlat
- WorkivaWK2,200 shares · 0.0% of their software$287KFlat
- Tucows Inc.TCX3,200 shares · 0.0% of their software$268KFlat
- C3.aiAI7,265 shares · 0.0% of their software$227KNew · Flat
- SamsaraIOT7,985 shares · 0.0% of their software$224KNew · Flat
- Cognyte Software Ltd.CGNT14,169 shares · 0.0% of their software$222KFlat
- DoubleVerifyDV6,328 shares · 0.0% of their software$211KNew · Flat
- Mitek Systems, Inc.MITK10,200 shares · 0.0% of their software$181KFlat
- Ribbon Communications Inc.RBBN24,700 shares · 0.0% of their software$149KFlat
- Priority Technology Holdings, Inc.PRTH13,800 shares · 0.0% of their software$98KNew · Flat
- Viant Technology Inc.DSP10,000 shares · 0.0% of their software$97KFlat