Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2023 · compared with Q3 2023
Filed as State Of Wisconsin Investment Board
- Software
- $3.7B
- Weight of 13F
- 10.4%
- Names
- 160
- Net bought
- −$27.3M
Filed 12 February 2024 · SEC filing.
2,349 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
- MicrosoftMSFT4,663,165 shares · 47.9% of their software · price +$281M$1.8B+$18.0M
- AdobeADBE260,608 shares · 4.2% of their software · price +$22.6M$155M−$4.2M
- SalesforceCRM547,674 shares · 3.9% of their software · price +$33.1M$144M−$4.3M
- IntuitINTU164,010 shares · 2.8% of their software · price +$18.7M$103MFlat
- OracleORCL887,075 shares · 2.6% of their software$93.5M−$965K
- ServiceNowNOW113,062 shares · 2.2% of their software · price +$16.7M$79.9M−$1.6M
- Uber Technologies, Inc.UBER1,196,238 shares · 2.0% of their software · price +$18.6M$73.7MFlat
- AkamaiAKAM567,055 shares · 1.8% of their software · price +$6.7M$67.1M−$25.8M
- Automatic Data Processing, Inc.ADP251,985 shares · 1.6% of their software · price −$1.9M$58.7M+$3.1M
- CadenceCDNS184,031 shares · 1.4% of their software · price +$7.0M$50.1M+$1.3M
- Palo Alto NetworksPANW169,519 shares · 1.4% of their software · price +$10.2M$50.0M+$1.6M
- Fiserv, Inc.FISV353,896 shares · 1.3% of their software · price +$7.0M$47.0M−$2.8M
- SynopsysSNPS83,048 shares · 1.2% of their software · price +$4.6M$42.8M+$858K
- Roper Technologies, Inc.ROP70,348 shares · 1.0% of their software · price +$4.3M$38.4M−$2.9M
- WorkdayWDAY127,612 shares · 1.0% of their software · price +$7.8M$35.2M−$725K
- AutodeskADSK128,935 shares · 0.9% of their software · price +$4.7M$31.4M−$1.8M
- SnowflakeSNOW153,095 shares · 0.8% of their software · price +$7.1M$30.5M+$2.2M
- CrowdStrikeCRWD116,668 shares · 0.8% of their software · price +$10.3M$29.8MFlat
- FortinetFTNT413,249 shares · 0.7% of their software$24.2MFlat
- Block, Inc.XYZ295,942 shares · 0.6% of their software · price +$9.8M$22.9M−$3.1M
- Paychex, Inc.PAYX179,779 shares · 0.6% of their software · price +$680K$21.4M+$821K
- CoStarCSGP226,355 shares · 0.5% of their software · price +$2.4M$19.8M+$690K
- VeriskVRSK82,075 shares · 0.5% of their software$19.6M−$1.1M
- AtlassianTEAM80,082 shares · 0.5% of their software · price +$2.9M$19.0MFlat
- MongoDBMDB44,413 shares · 0.5% of their software · price +$2.8M$18.2M−$1.9M
- The Trade DeskTTD230,266 shares · 0.5% of their software · price −$1.4M$16.6M−$501K
- PalantirPLTR952,534 shares · 0.4% of their software · price +$1.1M$16.4MFlat
- DatadogDDOG131,196 shares · 0.4% of their software · price +$4.0M$15.9MFlat
- Fair IsaacFICO13,242 shares · 0.4% of their software · price +$3.9M$15.4MFlat
- VeevaVEEV78,768 shares · 0.4% of their software · price −$861K$15.2M−$1.0M
- HubSpotHUBS24,521 shares · 0.4% of their software · price +$2.2M$14.2M−$2.0M
- Manhattan AssociatesMANH65,228 shares · 0.4% of their software · price +$1.2M$14.0MFlat
- Shift4 Payments, Inc.FOUR186,199 shares · 0.4% of their software · price +$3.5M$13.8MFlat
- BroadridgeBR62,335 shares · 0.4% of their software · price +$1.7M$12.8M−$1.4M
- TenableTENB275,996 shares · 0.3% of their software$12.7M+$3.0M
- Tyler TechnologiesTYL30,102 shares · 0.3% of their software · price +$963K$12.6MFlat
- CloudflareNET143,451 shares · 0.3% of their software · price +$2.9M$11.9MFlat
- VaronisVRNS260,270 shares · 0.3% of their software · price +$3.8M$11.8M+$960K
- NetApp, Inc.NTAP131,451 shares · 0.3% of their software · price +$1.6M$11.6M+$937K
- FactSetFDS24,086 shares · 0.3% of their software · price +$958K$11.5MFlat
- WorkivaWK111,568 shares · 0.3% of their software$11.3M+$5.4M
- PTCPTC63,059 shares · 0.3% of their software · price +$2.1M$11.0MFlat
- WEX Inc.WEX56,509 shares · 0.3% of their software$11.0MFlat
- Euronet Worldwide, Inc.EEFT108,187 shares · 0.3% of their software · price +$2.4M$11.0MFlat
- Gen DigitalGEN476,802 shares · 0.3% of their software · price +$2.5M$10.9MFlat
- Sprout SocialSPT172,645 shares · 0.3% of their software · price +$2.0M$10.6M+$2.3M
- ProcorePCOR152,906 shares · 0.3% of their software · price +$596K$10.6M+$4.2M
- ZscalerZS46,776 shares · 0.3% of their software · price +$3.1M$10.4MFlat
- VeriSign, Inc.VRSN48,734 shares · 0.3% of their software$10.0MFlat
- ElasticESTC88,136 shares · 0.3% of their software · price +$2.8M$9.9M+$785K
- NutanixNTNX201,368 shares · 0.3% of their software · price +$2.6M$9.6M+$500K
- BrazeBRZE178,961 shares · 0.3% of their software · price +$1.1M$9.5M+$8.1M
- ZoomZM122,941 shares · 0.2% of their software$8.8MFlat
- SS&CSSNC142,163 shares · 0.2% of their software · price +$1.2M$8.7M−$664K
- PaylocityPCTY52,579 shares · 0.2% of their software · price −$886K$8.7M+$3.5M
- PhreesiaPHR373,159 shares · 0.2% of their software · price +$1.7M$8.6M+$3.9M
- Five9FIVN109,770 shares · 0.2% of their software · price +$1.6M$8.6M+$1.3M
- PaycomPAYC41,108 shares · 0.2% of their software · price −$2.2M$8.5M+$2.0M
- TrimbleTRMB148,374 shares · 0.2% of their software$7.9M+$870K
- Q2QTWO180,450 shares · 0.2% of their software · price +$2.0M$7.8MFlat
- GoDaddyGDDY72,181 shares · 0.2% of their software · price +$2.3M$7.7MFlat
- OktaOKTA80,900 shares · 0.2% of their software · price +$730K$7.3M−$1.7M
- F5, Inc.FFIV40,307 shares · 0.2% of their software · price +$719K$7.2M−$816K
- DynatraceDT131,562 shares · 0.2% of their software · price +$1.0M$7.2MFlat
- Calix, Inc.CALX163,916 shares · 0.2% of their software$7.2M+$1.4M
- TwilioTWLO88,800 shares · 0.2% of their software · price +$1.5M$6.7MFlat
- Check PointCHKP43,754 shares · 0.2% of their software · price +$854K$6.7M−$1.3M
- Strategy IncMSTR10,554 shares · 0.2% of their software · price +$3.2M$6.7MFlat
- AppLovinAPP164,049 shares · 0.2% of their software$6.5M+$3.4M
- DocuSignDOCU104,974 shares · 0.2% of their software · price +$1.8M$6.2MFlat
- QualysQLYS30,570 shares · 0.2% of their software · price +$1.3M$6.0M+$2.3M
- Rapid7RPD104,175 shares · 0.2% of their software · price +$1.2M$5.9M+$951K
- Payoneer Global Inc.PAYO1,132,777 shares · 0.2% of their software · price −$1.0M$5.9M+$2.7M
- Bentley SystemsBSY109,684 shares · 0.2% of their software$5.7MFlat
- FlywireFLYW244,240 shares · 0.2% of their software · price −$2.1M$5.7M+$7.0M
- InterDigital, Inc.IDCC50,217 shares · 0.1% of their software · price +$1.4M$5.5M+$730K
- SPS CommerceSPSC27,700 shares · 0.1% of their software · price +$643K$5.4MFlat
- SentinelOneS194,184 shares · 0.1% of their software · price +$2.1M$5.3MFlat
- UnityU128,637 shares · 0.1% of their software · price +$1.2M$5.3MFlat
- GuidewireGWRE47,971 shares · 0.1% of their software · price +$913K$5.2MFlat
- DropboxDBX173,846 shares · 0.1% of their software$5.1MFlat
- UiPathPATH199,953 shares · 0.1% of their software · price +$1.5M$5.0MFlat
- ToastTOST271,930 shares · 0.1% of their software$5.0MFlat
- NICENICE24,706 shares · 0.1% of their software · price +$729K$4.9MFlat
- NCR Atleos CorporationNATL198,570 shares · 0.1% of their software$4.8MNew · +$4.8M
- Endava plcDAVA59,021 shares · 0.1% of their software · price +$1.2M$4.6MNew · +$3.4M
- DigitalOceanDOCN112,777 shares · 0.1% of their software · price +$1.4M$4.1M+$1.5M
- BILLBILL49,554 shares · 0.1% of their software · price −$1.3M$4.0MFlat
- JFrogFROG116,543 shares · 0.1% of their software · price +$1.1M$4.0MFlat
- MorningstarMORN13,176 shares · 0.1% of their software · price +$685K$3.8M−$1.3M
- TeradataTDC83,963 shares · 0.1% of their software$3.7MFlat
- PubMaticPUBM197,501 shares · 0.1% of their software · price +$831K$3.2M+$787K
- monday.comMNDY16,600 shares · 0.1% of their software$3.1MFlat
- BoxBOX117,947 shares · 0.1% of their software$3.0MFlat
- Grab Holdings LimitedGRAB841,200 shares · 0.1% of their software$2.8MFlat
- GitLabGTLB43,032 shares · 0.1% of their software · price +$763K$2.7MFlat
- C3.aiAI93,872 shares · 0.1% of their software$2.7MFlat
- Alarm.com Holdings, Inc.ALRM36,323 shares · 0.1% of their software$2.3MFlat
- DoubleVerifyDV58,335 shares · 0.1% of their software · price +$515K$2.1M+$1.3M
- WixWIX15,978 shares · 0.1% of their software$2.0MFlat
- SchrödingerSDGR52,583 shares · 0.1% of their software$1.9MFlat
- Global-EGLBE43,600 shares · 0.0% of their software$1.7MFlat
- Sabre CorporationSABR388,220 shares · 0.0% of their software$1.7MFlat
- FreshworksFRSH70,892 shares · 0.0% of their software$1.7M+$1.1M
- BlackLineBL25,064 shares · 0.0% of their software$1.6M−$1.0M
- BlackbaudBLKB15,323 shares · 0.0% of their software$1.3MFlat
- DuolingoDUOL5,251 shares · 0.0% of their software$1.2MFlat
- ZoomInfoZI62,558 shares · 0.0% of their software$1.2M—
- CommvaultCVLT13,738 shares · 0.0% of their software$1.1M−$602K
- ProgressPRGS19,719 shares · 0.0% of their software$1.1MFlat
- EVERTEC, Inc.EVTC26,046 shares · 0.0% of their software$1.1M−$532K
- International Money Express, Inc.IMXI48,183 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT66,613 shares · 0.0% of their software$999KFlat
- ACI WorldwideACIW30,185 shares · 0.0% of their software$924K−$1.3M
- SprinklrCXM74,451 shares · 0.0% of their software$896KFlat
- Amdocs LimitedDOX9,321 shares · 0.0% of their software$819KFlat
- Mitek Systems, Inc.MITK57,410 shares · 0.0% of their software$749KFlat
- PDF Solutions, Inc.PDFS22,393 shares · 0.0% of their software$720KFlat
- CourseraCOUR36,529 shares · 0.0% of their software$708KFlat
- Health CatalystHCAT75,527 shares · 0.0% of their software$699KFlat
- Zeta GlobalZETA76,010 shares · 0.0% of their software$670KFlat
- CS Disco, Inc.LAW87,308 shares · 0.0% of their software$663KFlat
- AmplitudeAMPL51,962 shares · 0.0% of their software$661KFlat
- Remitly Global, Inc.RELY33,090 shares · 0.0% of their software$643KFlat
- StoneCo Ltd.STNE34,400 shares · 0.0% of their software$620KFlat
- Tucows Inc.TCX21,700 shares · 0.0% of their software$586KFlat
- EverCommerceEVCM51,300 shares · 0.0% of their software$566KFlat
- LiveRamp Holdings, Inc.RAMP13,879 shares · 0.0% of their software$526KFlat
- Paysafe LimitedPSFE41,100 shares · 0.0% of their software$526KNew · Flat
- Xperi Inc.XPER45,697 shares · 0.0% of their software$504KNew · Flat
- DomoDOMO39,069 shares · 0.0% of their software$402K—
- Consensus Cloud Solutions, Inc.CCSI14,570 shares · 0.0% of their software$382KNew · Flat
- Commerce.com, Inc.CMRC38,651 shares · 0.0% of their software$376KFlat
- Bandwidth Inc.BAND25,900 shares · 0.0% of their software$375KFlat
- A10 Networks, Inc.ATEN25,576 shares · 0.0% of their software$337KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN5,364 shares · 0.0% of their software$335KFlat
- Rimini Street, Inc.RMNI98,900 shares · 0.0% of their software$323KFlat
- AppFolioAPPF1,785 shares · 0.0% of their software$309K−$656K
- Clear Secure, Inc.YOU14,873 shares · 0.0% of their software$307KFlat
- DoximityDOCS10,842 shares · 0.0% of their software$304K−$925K
- FastlyFSLY17,029 shares · 0.0% of their software$303K−$595K
- SoundThinking, Inc.SSTI11,100 shares · 0.0% of their software$283KFlat
- Alight, Inc.ALIT33,011 shares · 0.0% of their software$282KFlat
- OneSpan Inc.OSPN26,232 shares · 0.0% of their software$281KFlat
- Digital TurbineAPPS40,157 shares · 0.0% of their software$275KFlat
- PegasystemsPEGA5,548 shares · 0.0% of their software$271K−$1.2M
- YextYEXT42,035 shares · 0.0% of their software$248KFlat
- RingCentralRNG7,235 shares · 0.0% of their software$246K−$1.8M
- CCC Intelligent Solutions Holdings Inc.CCC20,598 shares · 0.0% of their software$235KFlat
- Viant Technology Inc.DSP33,800 shares · 0.0% of their software$233KFlat
- NetScout Systems, Inc.NTCT9,843 shares · 0.0% of their software$216KFlat
- ePlus inc.PLUS2,554 shares · 0.0% of their software$204KNew · Flat
- CertaraCERT10,607 shares · 0.0% of their software$187K−$1.5M
- Veritone, Inc.VERI84,400 shares · 0.0% of their software$153KFlat
- Adeia Inc.ADEA10,125 shares · 0.0% of their software$125KFlat
- MagniteMGNI11,040 shares · 0.0% of their software$103K−$903K
- AvePointAVPT10,551 shares · 0.0% of their software$87KFlat
- SmartRent, Inc.SMRT16,140 shares · 0.0% of their software$51KFlat
- Rackspace Technology, Inc.RXT21,600 shares · 0.0% of their software$43KNew · Flat
- SoundHound AI, Inc.SOUN19,275 shares · 0.0% of their software$41KFlat