Generalist · Madison, WI
State of Wisconsin Investment Board
Q3 2023 · compared with Q2 2023
Filed as State Of Wisconsin Investment Board
- Software
- $3.1B
- Weight of 13F
- 9.8%
- Names
- 167
- Net bought
- −$244M
Filed 14 November 2023 · SEC filing.
2,500 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
- MicrosoftMSFT4,606,154 shares · 46.4% of their software · price −$114M$1.5B−$173M
- AdobeADBE268,758 shares · 4.4% of their software · price +$5.6M$137M+$5.3M
- SalesforceCRM568,980 shares · 3.7% of their software · price −$4.8M$115M−$18.6M
- OracleORCL896,182 shares · 3.0% of their software · price −$11.8M$94.9M+$4.1M
- AkamaiAKAM809,556 shares · 2.8% of their software · price +$13.5M$86.3M−$4.1M
- IntuitINTU163,952 shares · 2.7% of their software · price +$8.6M$83.8M+$4.0M
- ServiceNowNOW115,914 shares · 2.1% of their software$64.8M−$18.7M
- Automatic Data Processing, Inc.ADP239,005 shares · 1.8% of their software · price +$5.0M$57.5M−$3.5M
- Uber Technologies, Inc.UBER1,186,063 shares · 1.7% of their software · price +$3.3M$54.5M−$12.5M
- Fiserv, Inc.FISV379,059 shares · 1.4% of their software · price −$5.0M$42.8M+$4.6M
- CadenceCDNS178,355 shares · 1.3% of their software$41.8M+$2.5M
- Palo Alto NetworksPANW162,740 shares · 1.2% of their software · price −$3.4M$38.2M−$12.8M
- SynopsysSNPS81,179 shares · 1.2% of their software · price +$1.9M$37.3M−$6.1M
- Roper Technologies, Inc.ROP76,263 shares · 1.2% of their software$36.9M+$822K
- ShopifySHOP617,306 shares · 1.1% of their software · price −$6.2M$33.9M+$35.9M
- AutodeskADSK137,669 shares · 0.9% of their software$28.5M+$4.0M
- WorkdayWDAY130,988 shares · 0.9% of their software · price −$1.4M$28.1M−$13.3M
- FortinetFTNT405,172 shares · 0.8% of their software · price −$6.9M$23.8M−$2.4M
- SnowflakeSNOW138,725 shares · 0.7% of their software · price −$3.2M$21.2M−$5.8M
- VeriskVRSK86,774 shares · 0.7% of their software · price +$886K$20.5M−$2.4M
- CrowdStrikeCRWD119,256 shares · 0.6% of their software · price +$2.4M$20.0MFlat
- Paychex, Inc.PAYX172,657 shares · 0.6% of their software · price +$597K$19.9M−$1.3M
- The Trade DeskTTD236,678 shares · 0.6% of their software$18.5MFlat
- MongoDBMDB50,048 shares · 0.6% of their software · price −$3.3M$17.3M+$5.6M
- VeevaVEEV83,755 shares · 0.5% of their software$17.0M+$1.6M
- CoStarCSGP217,377 shares · 0.5% of their software · price −$2.6M$16.7M−$1.8M
- AtlassianTEAM80,814 shares · 0.5% of their software · price +$2.7M$16.3MFlat
- Block, Inc.XYZ365,366 shares · 0.5% of their software · price −$8.2M$16.2M−$13.4M
- PalantirPLTR964,342 shares · 0.5% of their software · price +$646K$15.4MFlat
- HubSpotHUBS28,590 shares · 0.4% of their software · price −$1.1M$14.1M−$7.2M
- Manhattan AssociatesMANH65,186 shares · 0.4% of their software$12.9MFlat
- BroadridgeBR70,316 shares · 0.4% of their software · price +$944K$12.6M+$511K
- DatadogDDOG135,993 shares · 0.4% of their software · price −$991K$12.4M+$574K
- Tyler TechnologiesTYL30,495 shares · 0.4% of their software · price −$925K$11.8M+$1.7M
- Fair IsaacFICO13,298 shares · 0.4% of their software · price +$789K$11.5M−$2.6M
- FactSetFDS24,296 shares · 0.3% of their software · price +$889K$10.6M−$1.2M
- WEX Inc.WEX53,867 shares · 0.3% of their software$10.1M−$14.2M
- Shift4 Payments, Inc.FOUR182,913 shares · 0.3% of their software · price −$2.3M$10.1M+$3.6M
- VeriSign, Inc.VRSN49,848 shares · 0.3% of their software · price −$1.2M$10.1MFlat
- TenableTENB209,167 shares · 0.3% of their software$9.4M−$562K
- OpenTextOTEX263,169 shares · 0.3% of their software · price −$1.7M$9.3M−$1.8M
- CloudflareNET146,346 shares · 0.3% of their software$9.2MFlat
- NetApp, Inc.NTAP119,107 shares · 0.3% of their software$9.0M−$5.1M
- ZoomZM129,109 shares · 0.3% of their software$9.0M−$1.4M
- PTCPTC63,454 shares · 0.3% of their software$9.0MFlat
- Gen DigitalGEN499,820 shares · 0.3% of their software$8.8M+$3.7M
- Euronet Worldwide, Inc.EEFT110,706 shares · 0.3% of their software · price −$4.2M$8.8M+$8.0M
- PaycomPAYC33,414 shares · 0.3% of their software · price −$2.1M$8.7M+$1.7M
- OktaOKTA102,004 shares · 0.3% of their software · price +$1.2M$8.3M−$2.0M
- SS&CSSNC154,799 shares · 0.3% of their software · price −$1.2M$8.1MFlat
- F5, Inc.FFIV45,374 shares · 0.2% of their software · price +$675K$7.3M−$3.6M
- ZscalerZS46,575 shares · 0.2% of their software$7.2MFlat
- TrimbleTRMB132,222 shares · 0.2% of their software$7.1M−$1.7M
- Check PointCHKP53,154 shares · 0.2% of their software$7.1MFlat
- VaronisVRNS228,828 shares · 0.2% of their software · price +$890K$7.0M−$1.2M
- NutanixNTNX187,020 shares · 0.2% of their software · price +$1.3M$6.5MFlat
- ElasticESTC78,476 shares · 0.2% of their software · price +$1.3M$6.4MFlat
- Sprout SocialSPT126,201 shares · 0.2% of their software$6.3MFlat
- DynatraceDT132,587 shares · 0.2% of their software · price −$628K$6.2M+$1.0M
- Calix, Inc.CALX132,939 shares · 0.2% of their software · price −$541K$6.1MFlat
- PaylocityPCTY33,343 shares · 0.2% of their software$6.1MFlat
- WorkivaWK58,268 shares · 0.2% of their software$5.9MFlat
- ProcorePCOR89,361 shares · 0.2% of their software$5.8M+$1.5M
- GoDaddyGDDY77,946 shares · 0.2% of their software$5.8MFlat
- Five9FIVN89,369 shares · 0.2% of their software · price −$1.6M$5.7MFlat
- BILLBILL52,389 shares · 0.2% of their software$5.7MFlat
- Bentley SystemsBSY112,444 shares · 0.2% of their software$5.6M−$2.1M
- Q2QTWO167,289 shares · 0.2% of their software$5.4M−$1.2M
- TwilioTWLO91,491 shares · 0.2% of their software$5.4MFlat
- ToastTOST276,064 shares · 0.2% of their software · price −$1.1M$5.2M+$2.6M
- SPS CommerceSPSC28,375 shares · 0.2% of their software · price −$609K$4.8MFlat
- GuidewireGWRE52,808 shares · 0.2% of their software · price +$735K$4.8M−$2.6M
- DropboxDBX169,175 shares · 0.1% of their software$4.6M−$1.4M
- DocuSignDOCU107,677 shares · 0.1% of their software · price −$979K$4.5MFlat
- MorningstarMORN18,811 shares · 0.1% of their software · price +$718K$4.4MFlat
- Payoneer Global Inc.PAYO688,784 shares · 0.1% of their software · price +$902K$4.2M+$3.2M
- NICENICE24,706 shares · 0.1% of their software · price −$902K$4.2M−$5.9M
- PagerDutyPD172,890 shares · 0.1% of their software$3.9MFlat
- Strategy IncMSTR11,844 shares · 0.1% of their software$3.9M+$1.2M
- Rapid7RPD83,402 shares · 0.1% of their software$3.8MFlat
- TeradataTDC84,807 shares · 0.1% of their software · price −$712K$3.8MFlat
- UnityU120,885 shares · 0.1% of their software · price −$1.5M$3.8MFlat
- SentinelOneS197,864 shares · 0.1% of their software$3.3M−$1.9M
- InterDigital, Inc.IDCC41,121 shares · 0.1% of their software · price −$671K$3.3M+$1.4M
- UiPathPATH191,034 shares · 0.1% of their software$3.3MFlat
- AppLovinAPP78,742 shares · 0.1% of their software · price +$1.1M$3.1M+$1.7M
- PhreesiaPHR163,392 shares · 0.1% of their software · price −$2.0M$3.1M+$2.0M
- BoxBOX119,216 shares · 0.1% of their software · price −$616K$2.9MFlat
- Grab Holdings LimitedGRAB802,600 shares · 0.1% of their software$2.8MFlat
- C3.aiAI102,933 shares · 0.1% of their software · price −$1.1M$2.6M+$784K
- JFrogFROG98,181 shares · 0.1% of their software$2.5MFlat
- monday.comMNDY15,400 shares · 0.1% of their software$2.5MFlat
- BlackLineBL43,424 shares · 0.1% of their software$2.4MFlat
- QualysQLYS15,602 shares · 0.1% of their software$2.4MFlat
- Alarm.com Holdings, Inc.ALRM37,373 shares · 0.1% of their software$2.3M−$849K
- ZoomInfoZI139,147 shares · 0.1% of their software$2.3M—
- GitLabGTLB46,964 shares · 0.1% of their software$2.1MFlat
- DescartesDSGX27,400 shares · 0.1% of their software$2.0MFlat
- RingCentralRNG66,559 shares · 0.1% of their software$2.0MFlat
- ACI WorldwideACIW86,748 shares · 0.1% of their software$2.0MFlat
- Sabre CorporationSABR388,229 shares · 0.1% of their software · price +$505K$1.7MFlat
- CertaraCERT116,748 shares · 0.1% of their software$1.7MFlat
- PubMaticPUBM132,480 shares · 0.1% of their software · price −$819K$1.6M+$522K
- WixWIX17,378 shares · 0.1% of their software$1.6MFlat
- Global-EGLBE39,400 shares · 0.0% of their software$1.6MNew · +$1.6M
- CommvaultCVLT22,639 shares · 0.0% of their software$1.5MFlat
- EVERTEC, Inc.EVTC40,342 shares · 0.0% of their software$1.5MFlat
- PegasystemsPEGA32,081 shares · 0.0% of their software$1.4MFlat
- BlackbaudBLKB19,492 shares · 0.0% of their software$1.4MFlat
- SprinklrCXM85,855 shares · 0.0% of their software$1.2MFlat
- DigitalOceanDOCN49,012 shares · 0.0% of their software · price −$790K$1.2MFlat
- DoximityDOCS54,418 shares · 0.0% of their software · price −$697K$1.2MFlat
- SchrödingerSDGR40,234 shares · 0.0% of their software · price −$871K$1.1MFlat
- DuolingoDUOL6,833 shares · 0.0% of their software$1.1M+$686K
- AsanaASAN56,296 shares · 0.0% of their software$1.0MFlat
- Remitly Global, Inc.RELY40,333 shares · 0.0% of their software$1.0MFlat
- MagniteMGNI130,789 shares · 0.0% of their software · price −$799K$986KFlat
- AppFolioAPPF5,376 shares · 0.0% of their software$982KFlat
- Health CatalystHCAT93,085 shares · 0.0% of their software$942KFlat
- FastlyFSLY48,066 shares · 0.0% of their software$921KFlat
- FlywireFLYW25,908 shares · 0.0% of their software$826KFlat
- Mitek Systems, Inc.MITK75,989 shares · 0.0% of their software$815KFlat
- ProgressPRGS14,522 shares · 0.0% of their software$764K+$523K
- Amdocs LimitedDOX8,521 shares · 0.0% of their software$720KNew · +$842K
- CourseraCOUR34,287 shares · 0.0% of their software$641K−$508K
- Bandwidth Inc.BAND56,072 shares · 0.0% of their software$632KFlat
- Donnelley Financial Solutions, Inc.DFIN11,147 shares · 0.0% of their software$627KFlat
- International Money Express, Inc.IMXI36,126 shares · 0.0% of their software$612KNew · +$886K
- EverCommerceEVCM53,800 shares · 0.0% of their software$540KFlat
- Zeta GlobalZETA61,588 shares · 0.0% of their software$514KFlat
- CS Disco, Inc.LAW76,505 shares · 0.0% of their software$508KFlat
- PDF Solutions, Inc.PDFS14,888 shares · 0.0% of their software$482KFlat
- AlkamiALKT25,995 shares · 0.0% of their software$474KNew · Flat
- YextYEXT71,459 shares · 0.0% of their software$452KFlat
- Tucows Inc.TCX21,300 shares · 0.0% of their software$435KFlat
- Intapp, Inc.INTA12,892 shares · 0.0% of their software$432KFlat
- Lyft, Inc.LYFT37,156 shares · 0.0% of their software$392KFlat
- Commerce.com, Inc.CMRC38,426 shares · 0.0% of their software$379KFlat
- DoubleVerifyDV12,097 shares · 0.0% of their software$338KFlat
- FreshworksFRSH16,106 shares · 0.0% of their software$321KFlat
- Veritone, Inc.VERI117,300 shares · 0.0% of their software$303KFlat
- OneSpan Inc.OSPN26,598 shares · 0.0% of their software$286KFlat
- Clear Secure, Inc.YOU14,541 shares · 0.0% of their software$277KNew · Flat
- Repay Holdings CorporationRPAY34,409 shares · 0.0% of their software$261KFlat
- SoundThinking, Inc.SSTI14,319 shares · 0.0% of their software$256KFlat
- Alight, Inc.ALIT35,881 shares · 0.0% of their software$254KFlat
- Upbound Group, Inc.UPBD8,567 shares · 0.0% of their software$252KNew · Flat
- CCC Intelligent Solutions Holdings Inc.CCC17,574 shares · 0.0% of their software$235KFlat
- PAR Technology CorporationPAR6,036 shares · 0.0% of their software$233K−$682K
- NetScout Systems, Inc.NTCT7,864 shares · 0.0% of their software$220KNew · Flat
- Digital TurbineAPPS36,350 shares · 0.0% of their software$220KFlat
- BrazeBRZE4,658 shares · 0.0% of their software$218KNew · Flat
- LiveRamp Holdings, Inc.RAMP7,348 shares · 0.0% of their software$212K−$2.1M
- nCinoNCNO6,585 shares · 0.0% of their software$209KNew · Flat
- Viant Technology Inc.DSP36,600 shares · 0.0% of their software$205KFlat
- Rimini Street, Inc.RMNI89,315 shares · 0.0% of their software$196KFlat
- Adeia Inc.ADEA12,963 shares · 0.0% of their software$138KNew · Flat
- Nerdy Inc.NRDY37,100 shares · 0.0% of their software$137KNew · Flat
- BlackBerry LimitedBB28,718 shares · 0.0% of their software$137KFlat
- AmplitudeAMPL11,450 shares · 0.0% of their software$132KNew · Flat
- DomoDOMO12,715 shares · 0.0% of their software$125K—
- StoneCo Ltd.STNE11,300 shares · 0.0% of their software$121KNew · Flat
- AvePointAVPT11,613 shares · 0.0% of their software$78KNew · Flat
- SmartRent, Inc.SMRT19,451 shares · 0.0% of their software$51KFlat
- SoundHound AI, Inc.SOUN18,776 shares · 0.0% of their software$38KFlat
- 8x8EGHT12,782 shares · 0.0% of their software$32K—
- Ribbon Communications Inc.RBBN11,387 shares · 0.0% of their software$31KNew · Flat