Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2022 · compared with Q4 2021
Filed as State Of Wisconsin Investment Board
- Software
- $4.3B
- Weight of 13F
- 9.0%
- Names
- 130
- Net bought
- −$85.2M
Filed 13 May 2022 · SEC filing.
2,268 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
- MicrosoftMSFT6,626,512 shares · 47.3% of their software · price −$186M$2.0B−$96.7M
- SalesforceCRM823,154 shares · 4.0% of their software · price −$34.4M$175M−$40.0M
- AdobeADBE368,490 shares · 3.9% of their software · price −$41.1M$168M−$23.1M
- OracleORCL1,199,605 shares · 2.3% of their software · price −$5.4M$99.2M−$11.8M
- IntuitINTU203,469 shares · 2.3% of their software · price −$33.0M$97.8M−$10.6M
- ServiceNowNOW169,716 shares · 2.2% of their software · price −$15.7M$94.5M−$5.2M
- AkamaiAKAM768,137 shares · 2.1% of their software · price +$1.8M$91.7M+$26.8M
- Automatic Data Processing, Inc.ADP335,331 shares · 1.8% of their software · price −$6.4M$76.3M−$1.8M
- Block, Inc.XYZ437,658 shares · 1.4% of their software · price −$11.3M$59.3M+$25.4M
- Palo Alto NetworksPANW90,486 shares · 1.3% of their software · price +$5.9M$56.3M−$1.8M
- WorkdayWDAY233,014 shares · 1.3% of their software · price −$7.9M$55.8M−$19.3M
- CadenceCDNS283,638 shares · 1.1% of their software · price −$6.2M$46.6M+$1.2M
- Fiserv, Inc.FISV454,459 shares · 1.1% of their software · price −$1.1M$46.1M−$2.1M
- Roper Technologies, Inc.ROP97,480 shares · 1.1% of their software · price −$1.9M$46.0M+$22.4M
- NetApp, Inc.NTAP501,750 shares · 1.0% of their software · price −$4.5M$41.6M−$10.9M
- SynopsysSNPS123,806 shares · 1.0% of their software · price −$4.4M$41.3M+$1.1M
- SnowflakeSNOW178,255 shares · 0.9% of their software · price −$19.5M$40.8M+$5.5M
- ShopifySHOP60,251 shares · 0.9% of their software · price −$42.3M$40.8M−$10.6M
- Uber Technologies, Inc.UBER1,070,912 shares · 0.9% of their software · price −$6.7M$38.2M−$68.3M
- FortinetFTNT108,803 shares · 0.9% of their software · price −$1.9M$37.2M+$1.4M
- AutodeskADSK169,714 shares · 0.8% of their software · price −$11.3M$36.4M−$4.2M
- Paychex, Inc.PAYX265,998 shares · 0.8% of their software$36.3MFlat
- CrowdStrikeCRWD146,355 shares · 0.8% of their software · price +$3.3M$33.2M+$1.2M
- WEX Inc.WEX149,048 shares · 0.6% of their software · price +$5.7M$26.6M+$3.6M
- VeevaVEEV123,742 shares · 0.6% of their software · price −$5.3M$26.3M+$6.4M
- VeriskVRSK118,863 shares · 0.6% of their software · price −$1.7M$25.5M−$12.3M
- DatadogDDOG160,184 shares · 0.6% of their software · price −$4.3M$24.3M+$2.2M
- The Trade DeskTTD325,419 shares · 0.5% of their software · price −$7.3M$22.5M+$929K
- CloudflareNET185,767 shares · 0.5% of their software · price −$2.2M$22.2M+$4.3M
- OktaOKTA139,742 shares · 0.5% of their software · price −$10.2M$21.1M+$12.4M
- TwilioTWLO122,247 shares · 0.5% of their software · price −$12.0M$20.1M+$2.0M
- CoStarCSGP288,395 shares · 0.4% of their software · price −$3.6M$19.2M+$7.9M
- MongoDBMDB43,000 shares · 0.4% of their software · price −$3.7M$19.1M+$2.9M
- ZoomZM158,419 shares · 0.4% of their software · price −$10.6M$18.6M+$1.7M
- VeriSign, Inc.VRSN75,094 shares · 0.4% of their software · price −$2.4M$16.7M−$879K
- PalantirPLTR1,199,646 shares · 0.4% of their software · price −$5.4M$16.5M+$3.6M
- DocuSignDOCU146,355 shares · 0.4% of their software · price −$6.6M$15.7M+$2.7M
- HubSpotHUBS33,003 shares · 0.4% of their software · price −$6.1M$15.7M+$798K
- ZscalerZS62,139 shares · 0.3% of their software · price −$5.0M$15.0M+$764K
- VaronisVRNS313,117 shares · 0.3% of their software$14.9M+$963K
- Rapid7RPD131,920 shares · 0.3% of their software · price −$851K$14.7M+$9.3M
- Tyler TechnologiesTYL31,695 shares · 0.3% of their software · price −$2.9M$14.1MFlat
- BroadridgeBR88,732 shares · 0.3% of their software · price −$2.4M$13.8M−$628K
- PaycomPAYC38,185 shares · 0.3% of their software · price −$2.6M$13.2M+$832K
- SS&CSSNC173,335 shares · 0.3% of their software · price −$1.2M$13.0MFlat
- Q2QTWO208,439 shares · 0.3% of their software · price −$3.7M$12.9M+$675K
- BILLBILL55,426 shares · 0.3% of their software · price −$1.2M$12.6M+$828K
- TenableTENB216,400 shares · 0.3% of their software · price +$589K$12.5MFlat
- Gen DigitalGEN461,152 shares · 0.3% of their software$12.2MFlat
- FactSetFDS28,109 shares · 0.3% of their software · price −$1.5M$12.2M+$4.2M
- GuidewireGWRE124,580 shares · 0.3% of their software · price −$2.4M$11.8M−$2.0M
- PaylocityPCTY53,743 shares · 0.3% of their software · price −$1.6M$11.1M+$11.6M
- BlackLineBL148,750 shares · 0.3% of their software · price −$4.5M$10.9M−$1.6M
- ZoomInfoZI182,045 shares · 0.3% of their software$10.9M—
- GoDaddyGDDY129,702 shares · 0.3% of their software$10.9MFlat
- Five9FIVN97,746 shares · 0.2% of their software · price −$2.6M$10.8M+$12.3M
- PTCPTC93,280 shares · 0.2% of their software · price −$1.3M$10.0MFlat
- F5, Inc.FFIV47,771 shares · 0.2% of their software · price −$1.7M$10.0M−$18.0M
- Fair IsaacFICO20,779 shares · 0.2% of their software · price +$681K$9.7M−$687K
- Calix, Inc.CALX225,700 shares · 0.2% of their software · price −$8.4M$9.7MFlat
- TrimbleTRMB130,093 shares · 0.2% of their software · price −$2.0M$9.4MFlat
- Shift4 Payments, Inc.FOUR140,102 shares · 0.2% of their software · price +$560K$8.7M+$7.3M
- Sprout SocialSPT101,300 shares · 0.2% of their software · price −$1.1M$8.1M+$3.1M
- Manhattan AssociatesMANH56,906 shares · 0.2% of their software · price −$955K$7.9M+$7.7M
- Lyft, Inc.LYFT192,673 shares · 0.2% of their software · price −$834K$7.4M+$2.4M
- PagerDutyPD206,900 shares · 0.2% of their software$7.1M+$1.4M
- ElasticESTC79,288 shares · 0.2% of their software · price −$2.7M$7.1M+$8.7M
- QualysQLYS48,900 shares · 0.2% of their software$7.0MFlat
- WorkivaWK57,200 shares · 0.2% of their software · price −$714K$6.8M+$7.2M
- 8x8EGHT531,050 shares · 0.2% of their software$6.7M—
- RingCentralRNG56,633 shares · 0.2% of their software · price −$4.0M$6.6M−$16.8M
- DynatraceDT138,351 shares · 0.2% of their software · price −$1.8M$6.5M+$805K
- Euronet Worldwide, Inc.EEFT47,564 shares · 0.1% of their software · price +$522K$6.2M+$4.9M
- Check PointCHKP43,272 shares · 0.1% of their software · price +$939K$6.0M−$1.5M
- ACI WorldwideACIW188,340 shares · 0.1% of their software · price −$605K$5.9MFlat
- MorningstarMORN21,388 shares · 0.1% of their software · price −$1.5M$5.8M+$6.3M
- AsanaASAN145,721 shares · 0.1% of their software · price −$5.0M$5.8M+$1.5M
- Bentley SystemsBSY131,621 shares · 0.1% of their software · price −$546K$5.8M+$1.0M
- BoxBOX194,900 shares · 0.1% of their software · price +$559K$5.7MFlat
- DropboxDBX236,044 shares · 0.1% of their software$5.5MFlat
- Sabre CorporationSABR459,483 shares · 0.1% of their software · price +$1.3M$5.3M+$3.6M
- NutanixNTNX190,352 shares · 0.1% of their software · price −$959K$5.1M−$2.0M
- Strategy IncMSTR10,200 shares · 0.1% of their software · price −$593K$5.0MFlat
- Digital TurbineAPPS111,400 shares · 0.1% of their software · price −$1.9M$4.9MFlat
- TeradataTDC97,727 shares · 0.1% of their software · price +$666K$4.8M+$3.6M
- OpenTextOTEX113,310 shares · 0.1% of their software · price −$576K$4.8M−$598K
- LiveRamp Holdings, Inc.RAMP121,300 shares · 0.1% of their software · price −$1.3M$4.5M+$1.6M
- UnityU41,474 shares · 0.1% of their software · price −$1.8M$4.1M−$784K
- SPS CommerceSPSC29,800 shares · 0.1% of their software$3.9MNew · +$4.2M
- UiPathPATH161,251 shares · 0.1% of their software · price −$3.5M$3.5M+$614K
- LightspeedLSPD108,526 shares · 0.1% of their software · price −$1.1M$3.3M+$2.9M
- Health CatalystHCAT125,000 shares · 0.1% of their software · price −$1.7M$3.3MFlat
- BlackbaudBLKB54,500 shares · 0.1% of their software · price −$1.0M$3.3MFlat
- Cerence Inc.CRNC89,400 shares · 0.1% of their software · price −$3.6M$3.2M+$1.1M
- SentinelOneS82,644 shares · 0.1% of their software · price −$971K$3.2M+$567K
- Alarm.com Holdings, Inc.ALRM47,100 shares · 0.1% of their software · price −$864K$3.1MNew · +$4.0M
- JFrogFROG111,000 shares · 0.1% of their software$3.0MNew · +$3.3M
- PegasystemsPEGA36,808 shares · 0.1% of their software · price −$1.1M$3.0M+$3.6M
- CertaraCERT133,854 shares · 0.1% of their software · price −$929K$2.9M+$3.4M
- PhreesiaPHR107,400 shares · 0.1% of their software · price −$1.6M$2.8M+$2.4M
- WixWIX22,955 shares · 0.1% of their software · price −$1.2M$2.4M−$832K
- AppianAPPN34,400 shares · 0.0% of their software$2.1M+$600K
- EVERTEC, Inc.EVTC50,800 shares · 0.0% of their software$2.1MNew · +$2.5M
- SchrödingerSDGR59,100 shares · 0.0% of their software$2.0MFlat
- MagniteMGNI150,700 shares · 0.0% of their software · price −$647K$2.0M+$712K
- BlackBerry LimitedBB219,340 shares · 0.0% of their software$1.6MFlat
- Grab Holdings LimitedGRAB442,255 shares · 0.0% of their software · price −$1.6M$1.5MNew · +$3.2M
- CommvaultCVLT22,000 shares · 0.0% of their software$1.5MNew · +$1.5M
- DigitalOceanDOCN22,600 shares · 0.0% of their software · price −$508K$1.3MNew · +$1.8M
- Consensus Cloud Solutions, Inc.CCSI19,700 shares · 0.0% of their software$1.2MFlat
- GitLabGTLB19,402 shares · 0.0% of their software · price −$632K$1.1MFlat
- SprinklrCXM81,500 shares · 0.0% of their software$970KNew · +$1.3M
- Rackspace Technology, Inc.RXT81,500 shares · 0.0% of their software$910KNew · +$1.1M
- Commerce.com, Inc.CMRC30,000 shares · 0.0% of their software$657KFlat
- Bandwidth Inc.BAND18,000 shares · 0.0% of their software · price −$709K$583KNew · +$1.3M
- YextYEXT79,300 shares · 0.0% of their software$546KNew · +$787K
- OneSpan Inc.OSPN37,500 shares · 0.0% of their software$542KNew · +$635K
- Veritone, Inc.VERI29,600 shares · 0.0% of their software$541KNew · +$665K
- PAR Technology CorporationPAR13,100 shares · 0.0% of their software$528KNew · +$691K
- Rimini Street, Inc.RMNI91,000 shares · 0.0% of their software$528KFlat
- AppFolioAPPF4,500 shares · 0.0% of their software$509KNew · +$545K
- Tucows Inc.TCX7,400 shares · 0.0% of their software$505KFlat
- Agilysys, Inc.AGYS12,400 shares · 0.0% of their software$495KNew · +$551K
- SoundThinking, Inc.SSTI15,500 shares · 0.0% of their software$430KNew · Flat
- Radware Ltd.RDWR11,630 shares · 0.0% of their software$372KFlat
- CS Disco, Inc.LAW10,000 shares · 0.0% of their software$340KFlat
- Upbound Group, Inc.UPBD9,472 shares · 0.0% of their software$239KNew · Flat
- Cognyte Software Ltd.CGNT19,199 shares · 0.0% of their software$217KFlat
- Viant Technology Inc.DSP10,000 shares · 0.0% of their software$65KFlat
- Priority Technology Holdings, Inc.PRTH10,400 shares · 0.0% of their software$60KFlat