Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2023 · compared with Q1 2023
Filed as State Of Wisconsin Investment Board
- Software
- $3.5B
- Weight of 13F
- 9.9%
- Names
- 160
- Net bought
- −$37.0M
Filed 14 August 2023 · SEC filing.
2,326 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
- MicrosoftMSFT5,114,108 shares · 49.3% of their software · price +$267M$1.7B−$46.6M
- SalesforceCRM657,009 shares · 3.9% of their software · price +$7.5M$139M+$5.2M
- AdobeADBE257,941 shares · 3.6% of their software · price +$26.7M$126M−$3.0M
- OracleORCL861,716 shares · 2.9% of their software · price +$22.6M$103MFlat
- ServiceNowNOW149,152 shares · 2.4% of their software · price +$14.5M$83.8M−$11.4M
- AkamaiAKAM855,304 shares · 2.2% of their software · price +$9.9M$76.9MFlat
- IntuitINTU155,269 shares · 2.0% of their software · price +$1.9M$71.1M+$1.8M
- Uber Technologies, Inc.UBER1,475,657 shares · 1.8% of their software · price +$16.9M$63.7M+$21.6M
- Automatic Data Processing, Inc.ADP254,909 shares · 1.6% of their software · price −$724K$56.0M+$3.0M
- Palo Alto NetworksPANW212,773 shares · 1.5% of their software · price +$11.9M$54.4M−$846K
- Fiserv, Inc.FISV342,806 shares · 1.2% of their software · price +$4.5M$43.2M−$2.1M
- WorkdayWDAY189,799 shares · 1.2% of their software · price +$3.7M$42.9M+$5.4M
- SynopsysSNPS95,180 shares · 1.2% of their software · price +$4.7M$41.4M−$5.1M
- CadenceCDNS167,565 shares · 1.1% of their software · price +$4.1M$39.3MFlat
- Block, Inc.XYZ566,184 shares · 1.1% of their software · price −$1.2M$37.7M+$3.0M
- Roper Technologies, Inc.ROP74,553 shares · 1.0% of their software · price +$3.0M$35.8M−$3.3M
- FortinetFTNT436,911 shares · 0.9% of their software · price +$4.0M$33.0M+$5.4M
- SnowflakeSNOW171,842 shares · 0.9% of their software · price +$3.7M$30.2M+$3.7M
- AutodeskADSK117,937 shares · 0.7% of their software$24.1M−$6.2M
- WEX Inc.WEX131,616 shares · 0.7% of their software$24.0M+$1.0M
- HubSpotHUBS42,063 shares · 0.6% of their software · price +$4.3M$22.4M+$2.4M
- VeriskVRSK97,174 shares · 0.6% of their software · price +$3.3M$22.0M+$2.7M
- CoStarCSGP237,841 shares · 0.6% of their software · price +$4.8M$21.2M+$1.5M
- Paychex, Inc.PAYX184,555 shares · 0.6% of their software · price −$502K$20.6M−$8.0M
- The Trade DeskTTD243,046 shares · 0.5% of their software · price +$4.0M$18.8MFlat
- CrowdStrikeCRWD116,095 shares · 0.5% of their software · price +$1.1M$17.1M+$1.1M
- MongoDBMDB36,472 shares · 0.4% of their software · price +$6.5M$15.0MFlat
- VeevaVEEV75,641 shares · 0.4% of their software · price +$1.1M$15.0MFlat
- PalantirPLTR936,296 shares · 0.4% of their software · price +$6.4M$14.4MFlat
- NetApp, Inc.NTAP185,367 shares · 0.4% of their software · price +$2.3M$14.2M−$1.3M
- Fair IsaacFICO16,495 shares · 0.4% of their software · price +$1.8M$13.3MFlat
- AtlassianTEAM78,168 shares · 0.4% of their software$13.1MFlat
- DatadogDDOG130,161 shares · 0.4% of their software · price +$3.3M$12.8MFlat
- OpenTextOTEX307,269 shares · 0.4% of their software · price +$922K$12.8MFlat
- Manhattan AssociatesMANH62,857 shares · 0.4% of their software · price +$2.8M$12.6M+$1.4M
- BroadridgeBR67,230 shares · 0.3% of their software · price +$1.3M$11.1MFlat
- VeriSign, Inc.VRSN48,896 shares · 0.3% of their software · price +$716K$11.0MFlat
- NICENICE53,431 shares · 0.3% of their software · price −$1.2M$11.0M−$1.7M
- Tyler TechnologiesTYL26,417 shares · 0.3% of their software · price +$1.6M$11.0M+$1.1M
- FactSetFDS27,229 shares · 0.3% of their software$10.9M+$923K
- F5, Inc.FFIV70,120 shares · 0.3% of their software$10.3M+$2.0M
- ZoomZM150,407 shares · 0.3% of their software · price −$896K$10.2M−$769K
- TenableTENB222,081 shares · 0.3% of their software · price −$879K$9.7MFlat
- PTCPTC65,337 shares · 0.3% of their software · price +$919K$9.3M+$776K
- CloudflareNET141,970 shares · 0.3% of their software · price +$527K$9.3MFlat
- SS&CSSNC151,014 shares · 0.3% of their software · price +$624K$9.2M+$1.7M
- PaycomPAYC28,263 shares · 0.3% of their software$9.1MFlat
- OktaOKTA130,809 shares · 0.3% of their software · price −$2.2M$9.1M+$2.2M
- Shift4 Payments, Inc.FOUR130,566 shares · 0.3% of their software · price −$1.0M$8.9MFlat
- TrimbleTRMB164,804 shares · 0.2% of their software$8.7MFlat
- Bentley SystemsBSY151,104 shares · 0.2% of their software · price +$1.7M$8.2M+$598K
- Five9FIVN92,519 shares · 0.2% of their software · price +$940K$7.6MFlat
- VaronisVRNS273,594 shares · 0.2% of their software$7.3MFlat
- Calix, Inc.CALX139,268 shares · 0.2% of their software · price −$513K$7.0MFlat
- ZscalerZS45,343 shares · 0.2% of their software · price +$1.3M$6.6MFlat
- GuidewireGWRE86,979 shares · 0.2% of their software · price −$519K$6.6M−$2.5M
- Check PointCHKP51,952 shares · 0.2% of their software$6.5M+$2.7M
- Q2QTWO204,734 shares · 0.2% of their software · price +$1.3M$6.3MFlat
- Sprout SocialSPT135,078 shares · 0.2% of their software · price −$2.0M$6.2MFlat
- PaylocityPCTY33,191 shares · 0.2% of their software$6.1MFlat
- WorkivaWK59,770 shares · 0.2% of their software$6.1MFlat
- DropboxDBX222,580 shares · 0.2% of their software · price +$1.1M$5.9M−$1.0M
- TwilioTWLO93,283 shares · 0.2% of their software$5.9MFlat
- BILLBILL49,859 shares · 0.2% of their software · price +$1.8M$5.8MFlat
- DynatraceDT112,894 shares · 0.2% of their software · price +$1.0M$5.8MFlat
- GoDaddyGDDY76,651 shares · 0.2% of their software$5.8MFlat
- SPS CommerceSPSC29,188 shares · 0.2% of their software · price +$1.2M$5.6MFlat
- NutanixNTNX198,282 shares · 0.2% of their software$5.6MFlat
- Gen DigitalGEN299,547 shares · 0.2% of their software$5.6M−$1.1M
- ElasticESTC84,661 shares · 0.2% of their software · price +$527K$5.4MFlat
- DocuSignDOCU105,142 shares · 0.2% of their software · price −$758K$5.4MFlat
- UnityU118,247 shares · 0.1% of their software · price +$1.3M$5.1MFlat
- Euronet Worldwide, Inc.EEFT42,408 shares · 0.1% of their software$5.0MFlat
- SentinelOneS323,134 shares · 0.1% of their software$4.9M+$3.5M
- TeradataTDC87,539 shares · 0.1% of their software · price +$1.1M$4.7MFlat
- ProcorePCOR66,998 shares · 0.1% of their software$4.4M+$3.9M
- PagerDutyPD184,030 shares · 0.1% of their software · price −$2.3M$4.1MFlat
- Rapid7RPD87,995 shares · 0.1% of their software$4.0M−$754K
- ShopifySHOP60,851 shares · 0.1% of their software · price +$1.0M$3.9M−$25.3M
- MorningstarMORN19,911 shares · 0.1% of their software$3.9MFlat
- ZoomInfoZI147,304 shares · 0.1% of their software$3.7M—
- BoxBOX122,547 shares · 0.1% of their software$3.6MFlat
- ToastTOST159,346 shares · 0.1% of their software · price +$768K$3.6MFlat
- UiPathPATH185,507 shares · 0.1% of their software$3.1MNew · +$3.3M
- PhreesiaPHR98,909 shares · 0.1% of their software$3.1MFlat
- C3.aiAI81,405 shares · 0.1% of their software$3.0M+$2.4M
- Strategy IncMSTR8,354 shares · 0.1% of their software$2.9MFlat
- JFrogFROG103,216 shares · 0.1% of their software · price +$826K$2.9MFlat
- Alarm.com Holdings, Inc.ALRM53,799 shares · 0.1% of their software$2.8MFlat
- InterDigital, Inc.IDCC26,776 shares · 0.1% of their software · price +$633K$2.6MFlat
- monday.comMNDY14,300 shares · 0.1% of their software$2.4MNew · +$2.0M
- Grab Holdings LimitedGRAB713,300 shares · 0.1% of their software$2.4M+$909K
- BlackLineBL44,923 shares · 0.1% of their software · price −$599K$2.4M−$2.0M
- RingCentralRNG71,961 shares · 0.1% of their software$2.4MFlat
- LiveRamp Holdings, Inc.RAMP81,794 shares · 0.1% of their software · price +$542K$2.3MFlat
- DigitalOceanDOCN57,563 shares · 0.1% of their software$2.3MFlat
- CertaraCERT122,107 shares · 0.1% of their software · price −$720K$2.2MFlat
- GitLabGTLB40,249 shares · 0.1% of their software · price +$677K$2.1MFlat
- DescartesDSGX25,500 shares · 0.1% of their software$2.0M−$677K
- SchrödingerSDGR40,869 shares · 0.1% of their software · price +$964K$2.0MFlat
- ACI WorldwideACIW86,244 shares · 0.1% of their software$2.0MFlat
- QualysQLYS15,286 shares · 0.1% of their software$2.0MFlat
- PubMaticPUBM103,898 shares · 0.1% of their software$1.9MNew · +$1.4M
- DoximityDOCS54,089 shares · 0.1% of their software$1.8MFlat
- MagniteMGNI132,999 shares · 0.1% of their software · price +$584K$1.8MFlat
- CommvaultCVLT22,763 shares · 0.0% of their software$1.7MFlat
- PegasystemsPEGA33,488 shares · 0.0% of their software$1.7MFlat
- SamsaraIOT59,396 shares · 0.0% of their software$1.6M+$951K
- EVERTEC, Inc.EVTC41,092 shares · 0.0% of their software$1.5MFlat
- BlackbaudBLKB19,254 shares · 0.0% of their software$1.4MFlat
- Sabre CorporationSABR409,669 shares · 0.0% of their software$1.3MFlat
- WixWIX16,278 shares · 0.0% of their software$1.3MFlat
- AsanaASAN57,261 shares · 0.0% of their software$1.3MFlat
- SprinklrCXM82,198 shares · 0.0% of their software$1.1MFlat
- Health CatalystHCAT90,412 shares · 0.0% of their software$1.1MFlat
- AppianAPPN21,151 shares · 0.0% of their software$1.0MFlat
- CourseraCOUR73,313 shares · 0.0% of their software$955KFlat
- PAR Technology CorporationPAR26,759 shares · 0.0% of their software$881K+$527K
- Commerce.com, Inc.CMRC84,628 shares · 0.0% of their software$842KFlat
- CS Disco, Inc.LAW102,180 shares · 0.0% of their software$840KFlat
- Cerence Inc.CRNC28,479 shares · 0.0% of their software$832KFlat
- Mitek Systems, Inc.MITK72,132 shares · 0.0% of their software$782KFlat
- Bandwidth Inc.BAND55,558 shares · 0.0% of their software$760KNew · +$844K
- FlywireFLYW24,040 shares · 0.0% of their software$746KNew · +$706K
- Rimini Street, Inc.RMNI154,612 shares · 0.0% of their software$741KFlat
- Digital TurbineAPPS79,714 shares · 0.0% of their software$740K−$692K
- Tucows Inc.TCX25,200 shares · 0.0% of their software$699KFlat
- YextYEXT61,023 shares · 0.0% of their software$690KFlat
- Intapp, Inc.INTA15,611 shares · 0.0% of their software$654KNew · +$700K
- Repay Holdings CorporationRPAY82,773 shares · 0.0% of their software$648KFlat
- Veritone, Inc.VERI163,300 shares · 0.0% of their software$640KFlat
- EverCommerceEVCM50,100 shares · 0.0% of their software$593KFlat
- 8x8EGHT129,438 shares · 0.0% of their software$548K—
- Remitly Global, Inc.RELY28,040 shares · 0.0% of their software$528KFlat
- DomoDOMO35,771 shares · 0.0% of their software$524K—
- AppFolioAPPF2,868 shares · 0.0% of their software$494KFlat
- Expensify, Inc.EXFY43,393 shares · 0.0% of their software$346KFlat
- OneSpan Inc.OSPN22,729 shares · 0.0% of their software$337KFlat
- SoundThinking, Inc.SSTI15,426 shares · 0.0% of their software$337KFlat
- DoubleVerifyDV8,506 shares · 0.0% of their software$331KNew · Flat
- Lyft, Inc.LYFT33,792 shares · 0.0% of their software$324KFlat
- ProgressPRGS5,524 shares · 0.0% of their software$321KFlat
- AppLovinAPP12,066 shares · 0.0% of their software$310KFlat
- DuolingoDUOL2,036 shares · 0.0% of their software$291KFlat
- PDF Solutions, Inc.PDFS6,088 shares · 0.0% of their software$275KNew · Flat
- FastlyFSLY16,823 shares · 0.0% of their software$265KFlat
- Agilysys, Inc.AGYS3,493 shares · 0.0% of their software$240KFlat
- Donnelley Financial Solutions, Inc.DFIN4,774 shares · 0.0% of their software$217KNew · Flat
- Alight, Inc.ALIT22,687 shares · 0.0% of their software$210KFlat
- Viant Technology Inc.DSP44,300 shares · 0.0% of their software$204KFlat
- FreshworksFRSH11,159 shares · 0.0% of their software$196KFlat
- CCC Intelligent Solutions Holdings Inc.CCC12,408 shares · 0.0% of their software$139KFlat
- PagSeguro Digital Ltd.PAGS12,300 shares · 0.0% of their software$116KNew · Flat
- Rackspace Technology, Inc.RXT35,017 shares · 0.0% of their software$95KFlat
- Payoneer Global Inc.PAYO19,612 shares · 0.0% of their software$94KFlat
- Zeta GlobalZETA10,396 shares · 0.0% of their software$89KFlat
- BlackBerry LimitedBB14,529 shares · 0.0% of their software$81KFlat
- SoundHound AI, Inc.SOUN11,396 shares · 0.0% of their software$52KNew · Flat
- Telos CorporationTLS19,900 shares · 0.0% of their software$51KFlat
- SmartRent, Inc.SMRT12,609 shares · 0.0% of their software$48KFlat
