Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2023 · compared with Q4 2022
Filed as State Of Wisconsin Investment Board
- Software
- $3.1B
- Weight of 13F
- 9.3%
- Names
- 153
- Net bought
- +$94.9M
Filed 15 May 2023 · SEC filing.
2,533 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
- MicrosoftMSFT5,275,846 shares · 49.0% of their software · price +$256M$1.5B+$25.1M
- SalesforceCRM630,987 shares · 4.1% of their software · price +$42.4M$126M+$2.8M
- AdobeADBE265,611 shares · 3.3% of their software · price +$13.0M$102M+$3.2M
- ServiceNowNOW173,616 shares · 2.6% of their software · price +$13.3M$80.7M+$13.5M
- OracleORCL857,543 shares · 2.6% of their software · price +$9.6M$79.7M+$3.7M
- AkamaiAKAM863,362 shares · 2.2% of their software · price −$5.2M$67.6M+$12.0M
- IntuitINTU151,329 shares · 2.2% of their software · price +$8.6M$67.5M+$2.6M
- Automatic Data Processing, Inc.ADP241,377 shares · 1.7% of their software · price −$3.9M$53.7MFlat
- Palo Alto NetworksPANW217,010 shares · 1.4% of their software · price +$13.1M$43.3M+$2.1M
- SynopsysSNPS108,376 shares · 1.3% of their software · price +$7.3M$41.9M+$752K
- Fiserv, Inc.FISV361,194 shares · 1.3% of their software · price +$4.3M$40.8M+$4.1M
- Roper Technologies, Inc.ROP82,027 shares · 1.2% of their software · price +$705K$36.1M+$3.5M
- Block, Inc.XYZ522,551 shares · 1.2% of their software · price +$3.0M$35.9M+$2.2M
- CadenceCDNS168,028 shares · 1.1% of their software · price +$8.3M$35.3M−$3.4M
- WorkdayWDAY163,420 shares · 1.1% of their software · price +$6.4M$33.8M+$2.5M
- AutodeskADSK147,916 shares · 1.0% of their software · price +$3.1M$30.8M+$5.6M
- Paychex, Inc.PAYX254,135 shares · 0.9% of their software$29.1M+$7.5M
- ShopifySHOP588,910 shares · 0.9% of their software · price +$7.8M$28.2M+$1.7M
- Uber Technologies, Inc.UBER792,926 shares · 0.8% of their software · price +$5.5M$25.1M+$1.1M
- FortinetFTNT354,963 shares · 0.8% of their software · price +$6.2M$23.6M−$3.2M
- WEX Inc.WEX125,961 shares · 0.7% of their software · price +$2.5M$23.2M−$2.9M
- SnowflakeSNOW147,694 shares · 0.7% of their software · price +$1.6M$22.8M+$607K
- VeriskVRSK82,901 shares · 0.5% of their software · price +$1.3M$15.9M−$592K
- HubSpotHUBS36,508 shares · 0.5% of their software · price +$5.1M$15.7M+$1.9M
- CrowdStrikeCRWD108,189 shares · 0.5% of their software · price +$3.5M$14.9M+$525K
- CoStarCSGP215,686 shares · 0.5% of their software · price −$1.8M$14.8MFlat
- The Trade DeskTTD236,046 shares · 0.5% of their software · price +$3.8M$14.4M+$506K
- NICENICE60,703 shares · 0.4% of their software · price +$2.2M$13.9M+$1.0M
- VeevaVEEV74,486 shares · 0.4% of their software · price +$1.7M$13.7M+$658K
- AtlassianTEAM79,164 shares · 0.4% of their software · price +$3.4M$13.6MNew · +$10.2M
- NetApp, Inc.NTAP205,901 shares · 0.4% of their software · price +$780K$13.1M−$12.0M
- Fair IsaacFICO17,166 shares · 0.4% of their software · price +$1.8M$12.1M+$2.5M
- ZoomZM160,827 shares · 0.4% of their software · price +$981K$11.9M+$3.1M
- OpenTextOTEX294,652 shares · 0.4% of their software · price +$2.6M$11.3M+$6.2M
- TenableTENB227,182 shares · 0.3% of their software · price +$2.1M$10.8M−$1.1M
- VeriSign, Inc.VRSN50,578 shares · 0.3% of their software$10.7MFlat
- FactSetFDS25,005 shares · 0.3% of their software$10.4MFlat
- BroadridgeBR66,709 shares · 0.3% of their software · price +$830K$9.8MFlat
- GuidewireGWRE117,485 shares · 0.3% of their software · price +$2.3M$9.6MFlat
- Shift4 Payments, Inc.FOUR127,097 shares · 0.3% of their software · price +$2.5M$9.6M−$881K
- DatadogDDOG131,593 shares · 0.3% of their software$9.6M+$528K
- OktaOKTA104,817 shares · 0.3% of their software · price +$1.9M$9.0MFlat
- TrimbleTRMB168,838 shares · 0.3% of their software$8.9M+$2.4M
- MongoDBMDB36,420 shares · 0.3% of their software · price +$1.3M$8.5MFlat
- Sprout SocialSPT139,036 shares · 0.3% of their software · price +$615K$8.5M−$870K
- Manhattan AssociatesMANH54,111 shares · 0.3% of their software · price +$1.8M$8.4M−$741K
- CloudflareNET135,818 shares · 0.3% of their software · price +$2.2M$8.4MFlat
- PaycomPAYC27,307 shares · 0.3% of their software$8.3MFlat
- Tyler TechnologiesTYL23,408 shares · 0.3% of their software · price +$754K$8.3MFlat
- F5, Inc.FFIV56,584 shares · 0.3% of their software$8.2M+$4.0M
- PTCPTC59,287 shares · 0.2% of their software$7.6MFlat
- PalantirPLTR891,831 shares · 0.2% of their software · price +$1.8M$7.5MFlat
- VaronisVRNS277,770 shares · 0.2% of their software · price +$575K$7.2M−$817K
- Calix, Inc.CALX131,975 shares · 0.2% of their software · price −$2.0M$7.1M−$715K
- Five9FIVN95,745 shares · 0.2% of their software$6.9M−$773K
- SS&CSSNC120,183 shares · 0.2% of their software · price +$530K$6.8MFlat
- PagerDutyPD187,276 shares · 0.2% of their software · price +$1.6M$6.6M−$618K
- PaylocityPCTY32,544 shares · 0.2% of their software$6.5MFlat
- DocuSignDOCU109,932 shares · 0.2% of their software$6.4M+$511K
- GoDaddyGDDY82,200 shares · 0.2% of their software$6.4MFlat
- WorkivaWK61,702 shares · 0.2% of their software · price +$1.1M$6.3M−$616K
- Gen DigitalGEN362,928 shares · 0.2% of their software · price −$1.5M$6.2MFlat
- TwilioTWLO92,514 shares · 0.2% of their software · price +$1.6M$6.2MFlat
- Bentley SystemsBSY137,191 shares · 0.2% of their software · price +$827K$5.9M+$1.4M
- DropboxDBX269,427 shares · 0.2% of their software$5.8M+$2.8M
- ZscalerZS45,867 shares · 0.2% of their software$5.4MFlat
- NutanixNTNX205,271 shares · 0.2% of their software$5.3M−$516K
- Q2QTWO209,914 shares · 0.2% of their software$5.2M−$742K
- BlackLineBL75,120 shares · 0.2% of their software$5.0M−$1.3M
- Euronet Worldwide, Inc.EEFT44,908 shares · 0.2% of their software · price +$787K$5.0MFlat
- ElasticESTC85,740 shares · 0.2% of their software · price +$549K$5.0MFlat
- DynatraceDT114,443 shares · 0.2% of their software$4.8MFlat
- Rapid7RPD104,410 shares · 0.2% of their software · price +$1.2M$4.8M−$1.4M
- SPS CommerceSPSC30,839 shares · 0.2% of their software · price +$736K$4.7MFlat
- UnityU131,422 shares · 0.1% of their software · price +$506K$4.3MFlat
- MorningstarMORN20,600 shares · 0.1% of their software$4.2MFlat
- Check PointCHKP31,552 shares · 0.1% of their software$4.1MFlat
- BILLBILL50,414 shares · 0.1% of their software · price −$1.4M$4.1MFlat
- TeradataTDC92,669 shares · 0.1% of their software · price +$613K$3.7MFlat
- BoxBOX129,066 shares · 0.1% of their software · price −$560K$3.5MFlat
- ZoomInfoZI139,085 shares · 0.1% of their software$3.4M—
- PhreesiaPHR104,489 shares · 0.1% of their software$3.4M−$1.1M
- CertaraCERT125,719 shares · 0.1% of their software · price +$1.0M$3.0MFlat
- Alarm.com Holdings, Inc.ALRM56,044 shares · 0.1% of their software$2.8MFlat
- DescartesDSGX33,900 shares · 0.1% of their software$2.7M+$1.3M
- ToastTOST151,858 shares · 0.1% of their software$2.7MFlat
- ACI WorldwideACIW91,042 shares · 0.1% of their software$2.5MFlat
- RingCentralRNG73,217 shares · 0.1% of their software$2.2MFlat
- DigitalOceanDOCN55,721 shares · 0.1% of their software · price +$763K$2.2MFlat
- QualysQLYS16,667 shares · 0.1% of their software$2.2MFlat
- Strategy IncMSTR7,264 shares · 0.1% of their software · price +$1.1M$2.1MFlat
- JFrogFROG104,300 shares · 0.1% of their software$2.1MFlat
- WixWIX20,478 shares · 0.1% of their software$2.0MFlat
- InterDigital, Inc.IDCC26,867 shares · 0.1% of their software · price +$629K$2.0MNew · +$1.3M
- LiveRamp Holdings, Inc.RAMP88,551 shares · 0.1% of their software$1.9MFlat
- DoximityDOCS57,798 shares · 0.1% of their software$1.9MFlat
- Sabre CorporationSABR425,589 shares · 0.1% of their software · price −$804K$1.8MFlat
- SentinelOneS109,847 shares · 0.1% of their software$1.8MFlat
- EVERTEC, Inc.EVTC51,825 shares · 0.1% of their software$1.7MFlat
- PegasystemsPEGA35,804 shares · 0.1% of their software · price +$510K$1.7MFlat
- Digital TurbineAPPS135,719 shares · 0.1% of their software$1.7MFlat
- BlackbaudBLKB21,574 shares · 0.0% of their software$1.5MFlat
- GitLabGTLB42,285 shares · 0.0% of their software$1.4MFlat
- AsanaASAN66,375 shares · 0.0% of their software$1.4MSplit
- CommvaultCVLT24,464 shares · 0.0% of their software$1.4MFlat
- Grab Holdings LimitedGRAB411,400 shares · 0.0% of their software$1.2MFlat
- SchrödingerSDGR43,617 shares · 0.0% of their software$1.1MFlat
- Health CatalystHCAT96,708 shares · 0.0% of their software$1.1MFlat
- SprinklrCXM79,077 shares · 0.0% of their software$1.0MFlat
- Commerce.com, Inc.CMRC113,946 shares · 0.0% of their software$1.0MFlat
- MagniteMGNI106,845 shares · 0.0% of their software$989KFlat
- AppianAPPN19,695 shares · 0.0% of their software$874KFlat
- OneSpan Inc.OSPN48,096 shares · 0.0% of their software$842KFlat
- CourseraCOUR67,987 shares · 0.0% of their software$783KFlat
- Cerence Inc.CRNC27,861 shares · 0.0% of their software$783KFlat
- 8x8EGHT179,064 shares · 0.0% of their software$747K—
- SoundThinking, Inc.SSTI18,751 shares · 0.0% of their software$737KFlat
- CS Disco, Inc.LAW110,074 shares · 0.0% of their software$731KFlat
- Repay Holdings CorporationRPAY109,380 shares · 0.0% of their software$719KFlat
- DomoDOMO49,005 shares · 0.0% of their software$695K—
- Mitek Systems, Inc.MITK69,827 shares · 0.0% of their software$670KFlat
- EverCommerceEVCM62,484 shares · 0.0% of their software$661KFlat
- Veritone, Inc.VERI111,200 shares · 0.0% of their software$648KFlat
- Rimini Street, Inc.RMNI151,874 shares · 0.0% of their software$626KFlat
- Tucows Inc.TCX27,092 shares · 0.0% of their software$527KFlat
- AlkamiALKT31,405 shares · 0.0% of their software$398KFlat
- PAR Technology CorporationPAR11,237 shares · 0.0% of their software$382K−$695K
- Lyft, Inc.LYFT39,946 shares · 0.0% of their software$370KFlat
- ProgressPRGS6,416 shares · 0.0% of their software$369KFlat
- Telos CorporationTLS141,990 shares · 0.0% of their software$359KFlat
- Expensify, Inc.EXFY42,421 shares · 0.0% of their software$346KFlat
- DuolingoDUOL2,363 shares · 0.0% of their software$337KNew · Flat
- C3.aiAI9,918 shares · 0.0% of their software$333KNew · Flat
- ProcorePCOR5,077 shares · 0.0% of their software$318KNew · Flat
- AppFolioAPPF2,442 shares · 0.0% of their software$304KFlat
- YextYEXT31,041 shares · 0.0% of their software$298K−$757K
- Alight, Inc.ALIT32,173 shares · 0.0% of their software$296KFlat
- FreshworksFRSH18,265 shares · 0.0% of their software$281KFlat
- NetScout Systems, Inc.NTCT9,098 shares · 0.0% of their software$261KFlat
- FastlyFSLY13,945 shares · 0.0% of their software$248KFlat
- Agilysys, Inc.AGYS2,999 shares · 0.0% of their software$247KFlat
- AppLovinAPP14,763 shares · 0.0% of their software$233KFlat
- Viant Technology Inc.DSP51,100 shares · 0.0% of their software$222KFlat
- SamsaraIOT11,159 shares · 0.0% of their software$220KNew · Flat
- Remitly Global, Inc.RELY10,750 shares · 0.0% of their software$182KFlat
- Payoneer Global Inc.PAYO26,470 shares · 0.0% of their software$166KFlat
- Zeta GlobalZETA14,262 shares · 0.0% of their software$154KFlat
- BlackBerry LimitedBB33,025 shares · 0.0% of their software$151KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC15,636 shares · 0.0% of their software$140KFlat
- Adeia Inc.ADEA13,232 shares · 0.0% of their software$117KFlat
- Rackspace Technology, Inc.RXT37,456 shares · 0.0% of their software$70KFlat
- AvePointAVPT10,586 shares · 0.0% of their software$44KFlat
- SmartRent, Inc.SMRT16,244 shares · 0.0% of their software$41KFlat
