Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2022 · compared with Q3 2022
Filed as State Of Wisconsin Investment Board
- Software
- $2.6B
- Weight of 13F
- 8.2%
- Names
- 148
- Net bought
- −$145M
Filed 14 February 2023 · SEC filing.
2,491 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
- MicrosoftMSFT5,171,295 shares · 48.6% of their software · price +$35.8M$1.2B−$59.7M
- AdobeADBE256,166 shares · 3.4% of their software · price +$15.7M$86.2M−$9.4M
- SalesforceCRM609,906 shares · 3.2% of their software · price −$6.9M$80.9M−$6.6M
- OracleORCL812,348 shares · 2.6% of their software · price +$16.8M$66.4M−$8.5M
- AkamaiAKAM720,634 shares · 2.4% of their software · price +$2.9M$60.7M−$931K
- Automatic Data Processing, Inc.ADP239,532 shares · 2.2% of their software · price +$3.0M$57.2M−$3.6M
- IntuitINTU144,713 shares · 2.2% of their software$56.3M−$3.4M
- ServiceNowNOW138,868 shares · 2.1% of their software · price +$1.5M$53.9M−$1.3M
- SynopsysSNPS106,020 shares · 1.3% of their software · price +$1.5M$33.9M−$1.6M
- Fiserv, Inc.FISV320,781 shares · 1.3% of their software · price +$2.4M$32.4M−$4.0M
- Roper Technologies, Inc.ROP73,853 shares · 1.2% of their software · price +$5.4M$31.9M−$8.2M
- Block, Inc.XYZ487,078 shares · 1.2% of their software · price +$3.8M$30.6M+$901K
- CadenceCDNS188,912 shares · 1.2% of their software · price −$527K$30.3M−$6.6M
- Palo Alto NetworksPANW202,092 shares · 1.1% of their software · price −$4.9M$28.2M−$2.7M
- WorkdayWDAY148,709 shares · 1.0% of their software · price +$2.2M$24.9M−$1.5M
- NetApp, Inc.NTAP405,176 shares · 1.0% of their software · price −$725K$24.3MFlat
- WEX Inc.WEX143,574 shares · 0.9% of their software · price +$5.3M$23.5M+$750K
- AutodeskADSK117,988 shares · 0.9% of their software$22.0M−$1.4M
- Paychex, Inc.PAYX189,569 shares · 0.9% of their software · price +$635K$21.9M−$2.8M
- SnowflakeSNOW143,468 shares · 0.8% of their software · price −$3.8M$20.6M−$1.4M
- FortinetFTNT421,162 shares · 0.8% of their software$20.6M+$714K
- ShopifySHOP540,344 shares · 0.7% of their software · price +$4.2M$18.7M+$3.2M
- Uber Technologies, Inc.UBER747,286 shares · 0.7% of their software · price −$1.3M$18.5M−$2.3M
- CoStarCSGP217,326 shares · 0.7% of their software · price +$1.7M$16.8M−$517K
- VeriskVRSK86,255 shares · 0.6% of their software · price +$508K$15.2M−$1.6M
- VeevaVEEV70,408 shares · 0.4% of their software$11.4M−$1.4M
- CrowdStrikeCRWD103,207 shares · 0.4% of their software · price −$6.1M$10.9M−$1.9M
- NICENICE55,243 shares · 0.4% of their software$10.6MFlat
- FactSetFDS25,736 shares · 0.4% of their software$10.3M+$1.7M
- VeriSign, Inc.VRSN49,701 shares · 0.4% of their software · price +$1.6M$10.2M−$1.4M
- The Trade DeskTTD224,753 shares · 0.4% of their software · price −$3.4M$10.1M−$1.6M
- Calix, Inc.CALX142,420 shares · 0.4% of their software · price +$1.0M$9.7MFlat
- TenableTENB255,218 shares · 0.4% of their software · price +$855K$9.7M+$957K
- DatadogDDOG124,416 shares · 0.4% of their software · price −$1.9M$9.1M−$761K
- BroadridgeBR67,789 shares · 0.4% of their software · price −$691K$9.1M−$1.1M
- PaycomPAYC28,691 shares · 0.3% of their software · price −$565K$8.9MFlat
- Sprout SocialSPT154,444 shares · 0.3% of their software · price −$652K$8.7MFlat
- HubSpotHUBS30,030 shares · 0.3% of their software · price +$571K$8.7MFlat
- Shift4 Payments, Inc.FOUR142,850 shares · 0.3% of their software · price +$1.6M$8.0MFlat
- ZoomZM115,172 shares · 0.3% of their software · price −$674K$7.8M−$862K
- Fair IsaacFICO12,995 shares · 0.3% of their software · price +$2.4M$7.8M−$913K
- Gen DigitalGEN351,470 shares · 0.3% of their software$7.5MFlat
- OktaOKTA109,772 shares · 0.3% of their software · price +$1.3M$7.5M−$537K
- VaronisVRNS311,900 shares · 0.3% of their software · price −$805K$7.5M+$880K
- GuidewireGWRE119,327 shares · 0.3% of their software$7.5M+$1.2M
- Manhattan AssociatesMANH60,218 shares · 0.3% of their software · price −$700K$7.3M−$516K
- Tyler TechnologiesTYL22,551 shares · 0.3% of their software · price −$566K$7.3M−$716K
- Five9FIVN107,139 shares · 0.3% of their software · price −$763K$7.3MFlat
- PTCPTC57,109 shares · 0.3% of their software · price +$882K$6.9M−$955K
- MongoDBMDB34,599 shares · 0.3% of their software$6.8M−$839K
- BlackLineBL95,162 shares · 0.3% of their software · price +$701K$6.4MFlat
- PaylocityPCTY32,865 shares · 0.3% of their software · price −$1.6M$6.4M−$5.0M
- Q2QTWO237,514 shares · 0.2% of their software · price −$1.3M$6.4MFlat
- TrimbleTRMB121,993 shares · 0.2% of their software$6.2M+$980K
- SS&CSSNC117,848 shares · 0.2% of their software · price +$508K$6.1M−$684K
- GoDaddyGDDY80,426 shares · 0.2% of their software$6.0M−$1.0M
- NutanixNTNX225,063 shares · 0.2% of their software · price +$1.2M$5.9MFlat
- CloudflareNET128,889 shares · 0.2% of their software · price −$1.3M$5.8M−$753K
- WorkivaWK69,038 shares · 0.2% of their software$5.8M+$747K
- PagerDutyPD210,555 shares · 0.2% of their software · price +$735K$5.6MFlat
- DocuSignDOCU100,715 shares · 0.2% of their software$5.6M−$670K
- PalantirPLTR849,551 shares · 0.2% of their software · price −$1.5M$5.5M−$689K
- BILLBILL48,582 shares · 0.2% of their software · price −$1.1M$5.3M−$753K
- Rapid7RPD146,217 shares · 0.2% of their software · price −$1.3M$5.0MFlat
- MorningstarMORN22,877 shares · 0.2% of their software$5.0MFlat
- ElasticESTC95,173 shares · 0.2% of their software · price −$1.9M$4.9MFlat
- ZscalerZS43,285 shares · 0.2% of their software · price −$2.3M$4.8M−$761K
- Euronet Worldwide, Inc.EEFT49,980 shares · 0.2% of their software · price +$931K$4.7MFlat
- BoxBOX143,858 shares · 0.2% of their software · price +$970K$4.5MFlat
- PhreesiaPHR138,087 shares · 0.2% of their software · price +$950K$4.5MFlat
- SPS CommerceSPSC34,289 shares · 0.2% of their software$4.4MFlat
- TwilioTWLO87,835 shares · 0.2% of their software · price −$1.8M$4.3M−$663K
- Check PointCHKP32,549 shares · 0.2% of their software$4.1M−$639K
- F5, Inc.FFIV28,587 shares · 0.2% of their software$4.1M−$1.5M
- ZoomInfoZI136,049 shares · 0.2% of their software$4.1M—
- DynatraceDT101,615 shares · 0.2% of their software$3.9MFlat
- Bentley SystemsBSY98,733 shares · 0.1% of their software · price +$629K$3.6MFlat
- UnityU124,664 shares · 0.1% of their software$3.6MFlat
- TeradataTDC102,815 shares · 0.1% of their software$3.5MFlat
- DropboxDBX142,849 shares · 0.1% of their software$3.2M−$600K
- Alarm.com Holdings, Inc.ALRM60,590 shares · 0.1% of their software · price −$932K$3.0M+$605K
- Sabre CorporationSABR476,470 shares · 0.1% of their software$2.9MFlat
- RingCentralRNG81,441 shares · 0.1% of their software$2.9M+$1.4M
- OpenTextOTEX86,903 shares · 0.1% of their software$2.6MFlat
- JFrogFROG117,190 shares · 0.1% of their software$2.5MFlat
- LiveRamp Holdings, Inc.RAMP104,371 shares · 0.1% of their software · price +$551K$2.4M−$948K
- ACI WorldwideACIW101,405 shares · 0.1% of their software$2.3MFlat
- ToastTOST125,906 shares · 0.1% of their software$2.3MNew · +$2.1M
- CertaraCERT140,560 shares · 0.1% of their software$2.3MFlat
- DoximityDOCS63,610 shares · 0.1% of their software$2.1MNew · +$1.9M
- Digital TurbineAPPS136,406 shares · 0.1% of their software$2.1MFlat
- GitLabGTLB45,222 shares · 0.1% of their software$2.1M+$1.9M
- QualysQLYS18,303 shares · 0.1% of their software$2.1MFlat
- EVERTEC, Inc.EVTC57,874 shares · 0.1% of their software$1.9MFlat
- DigitalOceanDOCN70,337 shares · 0.1% of their software · price −$753K$1.8M+$895K
- CommvaultCVLT27,026 shares · 0.1% of their software$1.7MFlat
- AsanaASAN121,208 shares · 0.1% of their software · price −$1.0M$1.7M+$1.1M
- BlackbaudBLKB23,618 shares · 0.1% of their software$1.4MFlat
- Health CatalystHCAT126,942 shares · 0.1% of their software$1.3MFlat
- WixWIX17,555 shares · 0.1% of their software$1.3MFlat
- PegasystemsPEGA39,008 shares · 0.1% of their software$1.3MFlat
- SentinelOneS88,958 shares · 0.1% of their software · price −$976K$1.3M+$524K
- MagniteMGNI118,816 shares · 0.0% of their software$1.3MSplit
- Strategy IncMSTR8,063 shares · 0.0% of their software · price −$570K$1.1MFlat
- Grab Holdings LimitedGRAB351,955 shares · 0.0% of their software$1.1MFlat
- DescartesDSGX15,500 shares · 0.0% of their software$1.1MNew · +$985K
- Commerce.com, Inc.CMRC118,719 shares · 0.0% of their software · price −$719K$1.0M+$1.2M
- PAR Technology CorporationPAR37,900 shares · 0.0% of their software$988KFlat
- YextYEXT146,928 shares · 0.0% of their software$959KFlat
- Cerence Inc.CRNC49,310 shares · 0.0% of their software$914KFlat
- SchrödingerSDGR48,346 shares · 0.0% of their software$904KFlat
- Repay Holdings CorporationRPAY110,949 shares · 0.0% of their software$893KFlat
- 8x8EGHT199,965 shares · 0.0% of their software$864K—
- AppianAPPN26,339 shares · 0.0% of their software$858KFlat
- OneSpan Inc.OSPN70,450 shares · 0.0% of their software$788KFlat
- Telos CorporationTLS150,244 shares · 0.0% of their software · price −$571K$765K+$609K
- CourseraCOUR63,970 shares · 0.0% of their software$757KFlat
- Bandwidth Inc.BAND32,709 shares · 0.0% of their software$751KSplit
- SoundThinking, Inc.SSTI22,136 shares · 0.0% of their software$749KFlat
- DomoDOMO51,699 shares · 0.0% of their software$736K—
- AlkamiALKT50,171 shares · 0.0% of their software$732KFlat
- SprinklrCXM88,397 shares · 0.0% of their software$722KFlat
- Tucows Inc.TCX20,875 shares · 0.0% of their software$708KFlat
- Mitek Systems, Inc.MITK69,034 shares · 0.0% of their software$669KFlat
- Rimini Street, Inc.RMNI169,349 shares · 0.0% of their software$645KFlat
- Veritone, Inc.VERI114,100 shares · 0.0% of their software$605KFlat
- CS Disco, Inc.LAW70,011 shares · 0.0% of their software$442K+$543K
- Lyft, Inc.LYFT38,614 shares · 0.0% of their software$426K−$1.6M
- Expensify, Inc.EXFY47,782 shares · 0.0% of their software$422KFlat
- Rackspace Technology, Inc.RXT139,969 shares · 0.0% of their software$413KFlat
- Upbound Group, Inc.UPBD17,913 shares · 0.0% of their software$404KFlat
- EverCommerceEVCM50,309 shares · 0.0% of their software$374KFlat
- NetScout Systems, Inc.NTCT8,910 shares · 0.0% of their software$290KFlat
- ProgressPRGS5,416 shares · 0.0% of their software$273KFlat
- Alight, Inc.ALIT31,936 shares · 0.0% of their software$267KFlat
- AppFolioAPPF2,388 shares · 0.0% of their software$252KFlat
- FreshworksFRSH16,313 shares · 0.0% of their software$240KFlat
- Agilysys, Inc.AGYS2,964 shares · 0.0% of their software$235KFlat
- Viant Technology Inc.DSP48,700 shares · 0.0% of their software$196KFlat
- AppLovinAPP14,558 shares · 0.0% of their software$153K−$1.0M
- Payoneer Global Inc.PAYO25,915 shares · 0.0% of their software$142KFlat
- CCC Intelligent Solutions Holdings Inc.CCC15,371 shares · 0.0% of their software$134KFlat
- Adeia Inc.ADEA13,000 shares · 0.0% of their software$123KNew · Flat
- Remitly Global, Inc.RELY10,476 shares · 0.0% of their software$120KFlat
- Zeta GlobalZETA13,885 shares · 0.0% of their software$113KFlat
- FastlyFSLY13,690 shares · 0.0% of their software$112KFlat
- AvePointAVPT10,403 shares · 0.0% of their software$43KFlat
- SmartRent, Inc.SMRT16,036 shares · 0.0% of their software$39KFlat
