Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2024 · compared with Q4 2023
Filed as State Of Wisconsin Investment Board
- Software
- $4.1B
- Weight of 13F
- 10.7%
- Names
- 159
- Net bought
- +$76.3M
Filed 14 May 2024 · SEC filing.
2,212 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
- MicrosoftMSFT4,775,288 shares · 49.4% of their software · price +$213M$2.0B+$42.2M
- SalesforceCRM566,148 shares · 4.2% of their software · price +$21.5M$171M+$4.9M
- AdobeADBE259,615 shares · 3.2% of their software · price −$23.9M$131MFlat
- OracleORCL903,069 shares · 2.8% of their software · price +$18.2M$113M+$1.7M
- IntuitINTU167,883 shares · 2.7% of their software · price +$4.2M$109M+$2.4M
- ServiceNowNOW117,718 shares · 2.2% of their software · price +$6.6M$89.7M+$3.3M
- Uber Technologies, Inc.UBER1,067,484 shares · 2.0% of their software · price +$16.5M$82.2M−$7.9M
- AkamaiAKAM570,202 shares · 1.5% of their software · price −$5.5M$62.0MFlat
- CadenceCDNS195,595 shares · 1.5% of their software · price +$7.6M$60.9M+$3.1M
- Automatic Data Processing, Inc.ADP238,399 shares · 1.5% of their software · price +$4.0M$59.5M−$3.2M
- SynopsysSNPS93,545 shares · 1.3% of their software · price +$5.3M$53.5M+$5.4M
- Fiserv, Inc.FISV330,404 shares · 1.3% of their software · price +$8.9M$52.8M−$3.1M
- Palo Alto NetworksPANW174,350 shares · 1.2% of their software · price −$1.9M$49.5M+$1.4M
- CrowdStrikeCRWD123,983 shares · 1.0% of their software · price +$8.1M$39.7M+$1.9M
- Roper Technologies, Inc.ROP70,232 shares · 1.0% of their software · price +$1.1M$39.4MFlat
- AutodeskADSK131,262 shares · 0.8% of their software · price +$2.2M$34.2M+$567K
- WorkdayWDAY111,398 shares · 0.7% of their software$30.4M−$4.5M
- FortinetFTNT418,223 shares · 0.7% of their software · price +$4.1M$28.6MFlat
- Fair IsaacFICO22,424 shares · 0.7% of their software · price +$1.9M$28.0M+$10.7M
- Block, Inc.XYZ320,258 shares · 0.7% of their software · price +$2.3M$27.1M+$1.9M
- SnowflakeSNOW149,192 shares · 0.6% of their software · price −$5.6M$24.1M−$777K
- PalantirPLTR1,038,393 shares · 0.6% of their software · price +$6.1M$23.9M+$1.5M
- Paychex, Inc.PAYX184,121 shares · 0.6% of their software · price +$679K$22.6M+$517K
- CoStarCSGP232,273 shares · 0.6% of their software · price +$2.1M$22.4M+$517K
- The Trade DeskTTD237,862 shares · 0.5% of their software · price +$3.7M$20.8M+$547K
- Strategy IncMSTR11,112 shares · 0.5% of their software · price +$11.9M$18.9MFlat
- VeevaVEEV81,531 shares · 0.5% of their software · price +$3.2M$18.9M+$532K
- VeriskVRSK77,279 shares · 0.4% of their software$18.2M−$1.1M
- DatadogDDOG146,394 shares · 0.4% of their software$18.1M+$1.8M
- Manhattan AssociatesMANH66,630 shares · 0.4% of their software · price +$2.3M$16.7MFlat
- AtlassianTEAM83,852 shares · 0.4% of their software · price −$3.6M$16.4M+$897K
- HubSpotHUBS25,484 shares · 0.4% of their software · price +$1.2M$16.0M+$559K
- CloudflareNET157,854 shares · 0.4% of their software · price +$2.1M$15.3M+$1.2M
- NetApp, Inc.NTAP142,907 shares · 0.4% of their software · price +$2.4M$15.0M+$1.0M
- BroadridgeBR73,063 shares · 0.4% of their software$15.0M+$2.2M
- MongoDBMDB40,164 shares · 0.4% of their software · price −$2.0M$14.4M−$1.7M
- PTCPTC71,991 shares · 0.3% of their software · price +$1.0M$13.6M+$1.6M
- Gen DigitalGEN555,541 shares · 0.3% of their software$12.4M+$1.8M
- FactSetFDS27,081 shares · 0.3% of their software · price −$614K$12.3M+$1.4M
- TenableTENB245,957 shares · 0.3% of their software · price +$829K$12.2M−$1.4M
- WEX Inc.WEX50,442 shares · 0.3% of their software · price +$2.2M$12.0M−$1.2M
- Corpay, Inc.CPAY38,485 shares · 0.3% of their software · price +$998K$11.9MNew · +$10.9M
- ProcorePCOR141,816 shares · 0.3% of their software · price +$1.8M$11.7M−$768K
- F5, Inc.FFIV60,936 shares · 0.3% of their software · price +$647K$11.6M+$3.7M
- VaronisVRNS242,941 shares · 0.3% of their software$11.5M−$785K
- Shift4 Payments, Inc.FOUR172,995 shares · 0.3% of their software · price −$1.4M$11.4M−$982K
- Tyler TechnologiesTYL26,559 shares · 0.3% of their software$11.3M−$1.5M
- NutanixNTNX181,622 shares · 0.3% of their software · price +$2.5M$11.2M−$942K
- TrimbleTRMB152,147 shares · 0.2% of their software · price +$1.7M$9.8MFlat
- VeriSign, Inc.VRSN50,880 shares · 0.2% of their software · price −$837K$9.6MFlat
- SS&CSSNC148,735 shares · 0.2% of their software$9.6MFlat
- OktaOKTA89,439 shares · 0.2% of their software · price +$1.3M$9.4M+$773K
- AppLovinAPP133,553 shares · 0.2% of their software · price +$3.9M$9.2M−$1.2M
- Sprout SocialSPT153,951 shares · 0.2% of their software$9.2M−$1.1M
- ZscalerZS47,437 shares · 0.2% of their software · price −$1.4M$9.1MFlat
- Q2QTWO165,864 shares · 0.2% of their software · price +$1.5M$8.7M−$633K
- PaylocityPCTY49,833 shares · 0.2% of their software$8.6MFlat
- ZoomZM130,651 shares · 0.2% of their software · price −$854K$8.5M+$554K
- PaycomPAYC42,866 shares · 0.2% of their software$8.5MFlat
- GoDaddyGDDY71,307 shares · 0.2% of their software · price +$893K$8.5MFlat
- WorkivaWK99,409 shares · 0.2% of their software · price −$1.7M$8.4M−$1.2M
- Check PointCHKP45,954 shares · 0.2% of their software · price +$516K$7.5MFlat
- ElasticESTC74,688 shares · 0.2% of their software · price −$931K$7.5M−$1.5M
- DynatraceDT157,220 shares · 0.2% of their software · price −$1.3M$7.3M+$1.4M
- BrazeBRZE164,182 shares · 0.2% of their software · price −$1.4M$7.3M−$785K
- PhreesiaPHR303,766 shares · 0.2% of their software$7.3M−$1.6M
- TwilioTWLO118,532 shares · 0.2% of their software · price −$1.7M$7.2M+$2.3M
- Euronet Worldwide, Inc.EEFT62,970 shares · 0.2% of their software · price +$531K$6.9M−$4.6M
- InterDigital, Inc.IDCC64,899 shares · 0.2% of their software$6.9M+$1.6M
- DocuSignDOCU108,698 shares · 0.2% of their software$6.5MFlat
- NICENICE24,706 shares · 0.2% of their software · price +$1.5M$6.4MFlat
- FlywireFLYW240,992 shares · 0.1% of their software$6.0MFlat
- Bentley SystemsBSY113,672 shares · 0.1% of their software$5.9MFlat
- Five9FIVN94,804 shares · 0.1% of their software · price −$1.6M$5.9M−$1.2M
- SamsaraIOT134,714 shares · 0.1% of their software · price +$594K$5.1MNew · +$4.5M
- GuidewireGWRE42,473 shares · 0.1% of their software$5.0M−$600K
- Payoneer Global Inc.PAYO1,010,246 shares · 0.1% of their software$4.9M−$638K
- Calix, Inc.CALX145,990 shares · 0.1% of their software · price −$1.5M$4.8M−$783K
- Lyft, Inc.LYFT248,169 shares · 0.1% of their software · price +$1.1M$4.8M+$2.7M
- JFrogFROG108,075 shares · 0.1% of their software · price +$1.0M$4.8MFlat
- UiPathPATH206,222 shares · 0.1% of their software$4.7MFlat
- SPS CommerceSPSC24,528 shares · 0.1% of their software$4.5M−$615K
- Rapid7RPD92,301 shares · 0.1% of their software · price −$744K$4.5M−$678K
- ToastTOST181,334 shares · 0.1% of their software · price +$1.2M$4.5M−$1.7M
- QualysQLYS27,026 shares · 0.1% of their software · price −$795K$4.5M−$696K
- DuolingoDUOL20,413 shares · 0.1% of their software$4.5M+$3.4M
- SentinelOneS172,675 shares · 0.1% of their software · price −$713K$4.0M−$590K
- Remitly Global, Inc.RELY190,911 shares · 0.1% of their software$4.0M+$3.1M
- PubMaticPUBM157,974 shares · 0.1% of their software · price +$1.2M$3.7M−$645K
- MorningstarMORN11,930 shares · 0.1% of their software$3.7MFlat
- DropboxDBX150,856 shares · 0.1% of their software · price −$781K$3.7M−$678K
- NCR Atleos CorporationNATL178,872 shares · 0.1% of their software · price −$812K$3.5MFlat
- UnityU132,012 shares · 0.1% of their software · price −$1.9M$3.5MFlat
- BILLBILL51,211 shares · 0.1% of their software · price −$659K$3.5MFlat
- monday.comMNDY14,500 shares · 0.1% of their software · price +$552K$3.3MFlat
- DigitalOceanDOCN82,418 shares · 0.1% of their software$3.1M−$1.1M
- BoxBOX102,478 shares · 0.1% of their software$2.9MFlat
- TeradataTDC73,198 shares · 0.1% of their software$2.8MFlat
- Grab Holdings LimitedGRAB844,700 shares · 0.1% of their software$2.7MFlat
- C3.aiAI92,207 shares · 0.1% of their software$2.5MFlat
- Alarm.com Holdings, Inc.ALRM32,193 shares · 0.1% of their software$2.3MFlat
- DoubleVerifyDV65,727 shares · 0.1% of their software$2.3MFlat
- WixWIX15,078 shares · 0.1% of their software$2.1MFlat
- ACI WorldwideACIW62,133 shares · 0.1% of their software$2.1M+$978K
- GitLabGTLB35,365 shares · 0.1% of their software$2.1MFlat
- CommvaultCVLT17,272 shares · 0.0% of their software$1.8MFlat
- StoneCo Ltd.STNE92,000 shares · 0.0% of their software$1.5M+$1.0M
- BlackLineBL22,122 shares · 0.0% of their software$1.4MFlat
- PDF Solutions, Inc.PDFS41,887 shares · 0.0% of their software$1.4M+$627K
- FastlyFSLY101,985 shares · 0.0% of their software$1.3M+$1.5M
- EVERTEC, Inc.EVTC32,841 shares · 0.0% of their software$1.3MFlat
- FreshworksFRSH70,547 shares · 0.0% of their software$1.3MFlat
- SchrödingerSDGR46,544 shares · 0.0% of their software$1.3MFlat
- YextYEXT200,658 shares · 0.0% of their software$1.2M+$934K
- ZoomInfoZI71,459 shares · 0.0% of their software$1.1M—
- BlackbaudBLKB13,437 shares · 0.0% of their software$996KFlat
- Global-EGLBE27,300 shares · 0.0% of their software$992K−$646K
- Amdocs LimitedDOX10,221 shares · 0.0% of their software$924KFlat
- LiveRamp Holdings, Inc.RAMP25,894 shares · 0.0% of their software$893KFlat
- Sabre CorporationSABR346,352 shares · 0.0% of their software · price −$686K$838KFlat
- SprinklrCXM66,851 shares · 0.0% of their software$820KFlat
- ePlus inc.PLUS10,031 shares · 0.0% of their software$788K+$597K
- AvePointAVPT94,405 shares · 0.0% of their software$748K+$688K
- CourseraCOUR48,753 shares · 0.0% of their software$684KFlat
- KlaviyoKVYO26,110 shares · 0.0% of their software$665KNew · +$725K
- Donnelley Financial Solutions, Inc.DFIN10,579 shares · 0.0% of their software$656KFlat
- AppFolioAPPF2,645 shares · 0.0% of their software$653KFlat
- Viant Technology Inc.DSP55,200 shares · 0.0% of their software$588KFlat
- Bandwidth Inc.BAND31,400 shares · 0.0% of their software$573KFlat
- Immersion CorporationIMMR76,500 shares · 0.0% of their software$572KNew · +$540K
- Upbound Group, Inc.UPBD15,739 shares · 0.0% of their software$554KNew · +$535K
- CS Disco, Inc.LAW66,667 shares · 0.0% of their software$542KFlat
- Veritone, Inc.VERI102,300 shares · 0.0% of their software$538KFlat
- Zeta GlobalZETA43,415 shares · 0.0% of their software$475KFlat
- Mitek Systems, Inc.MITK32,057 shares · 0.0% of their software$452KFlat
- AlkamiALKT16,597 shares · 0.0% of their software$408KNew · Flat
- EverCommerceEVCM42,200 shares · 0.0% of their software$398KFlat
- ProgressPRGS6,667 shares · 0.0% of their software$355K−$709K
- Xperi Inc.XPER28,965 shares · 0.0% of their software$349KFlat
- Tucows Inc.TCX16,900 shares · 0.0% of their software$314KFlat
- DoximityDOCS11,483 shares · 0.0% of their software$309KFlat
- RingCentralRNG8,414 shares · 0.0% of their software$292KFlat
- International Money Express, Inc.IMXI12,591 shares · 0.0% of their software$287K−$786K
- Alight, Inc.ALIT28,688 shares · 0.0% of their software$283KFlat
- Rackspace Technology, Inc.RXT151,600 shares · 0.0% of their software$240KFlat
- Consensus Cloud Solutions, Inc.CCSI15,068 shares · 0.0% of their software$239KFlat
- CCC Intelligent Solutions Holdings Inc.CCC19,117 shares · 0.0% of their software$229KFlat
- PegasystemsPEGA3,313 shares · 0.0% of their software$214KFlat
- Clearwater AnalyticsCWAN11,581 shares · 0.0% of their software$205KNew
- NextNav Inc.NN30,952 shares · 0.0% of their software$204KNew · Flat
- Health CatalystHCAT23,559 shares · 0.0% of their software$177KFlat
- eGain CorporationEGAN27,200 shares · 0.0% of their software$175KNew · Flat
- Rimini Street, Inc.RMNI50,100 shares · 0.0% of their software$163KFlat
- A10 Networks, Inc.ATEN11,577 shares · 0.0% of their software$158KFlat
- Adeia Inc.ADEA14,366 shares · 0.0% of their software$157KFlat
- MagniteMGNI10,151 shares · 0.0% of their software$109KFlat
- SoundHound AI, Inc.SOUN17,071 shares · 0.0% of their software$101KFlat
- Nerdy Inc.NRDY30,900 shares · 0.0% of their software$90KNew · Flat
- SmartRent, Inc.SMRT14,637 shares · 0.0% of their software$39KFlat
