Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2024 · compared with Q1 2024
Filed as State Of Wisconsin Investment Board
- Software
- $4.0B
- Weight of 13F
- 10.7%
- Names
- 162
- Net bought
- −$80.5M
Filed 14 August 2024 · SEC filing.
2,293 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
- MicrosoftMSFT4,505,624 shares · 49.8% of their software · price +$118M$2.0B−$113M
- AdobeADBE259,739 shares · 3.6% of their software · price +$13.2M$144MFlat
- SalesforceCRM555,563 shares · 3.5% of their software · price −$24.5M$143M−$3.2M
- OracleORCL896,976 shares · 3.1% of their software · price +$14.0M$127MFlat
- IntuitINTU160,470 shares · 2.6% of their software · price +$1.2M$105M−$4.8M
- ServiceNowNOW115,855 shares · 2.3% of their software · price +$2.8M$91.1M−$1.4M
- Uber Technologies, Inc.UBER1,027,105 shares · 1.8% of their software · price −$4.4M$74.6M−$3.1M
- Roper Technologies, Inc.ROP128,854 shares · 1.8% of their software$72.6M+$32.9M
- Palo Alto NetworksPANW180,506 shares · 1.5% of their software · price +$9.9M$61.2M+$1.7M
- Automatic Data Processing, Inc.ADP248,639 shares · 1.5% of their software · price −$2.7M$59.3M+$2.6M
- SynopsysSNPS89,453 shares · 1.3% of their software · price +$2.1M$53.2M−$2.3M
- CrowdStrikeCRWD138,486 shares · 1.3% of their software · price +$8.7M$53.1M+$4.6M
- CadenceCDNS171,067 shares · 1.3% of their software · price −$604K$52.6M−$7.6M
- Fiserv, Inc.FISV341,843 shares · 1.3% of their software · price −$3.7M$50.9M+$1.8M
- AkamaiAKAM393,911 shares · 0.9% of their software · price −$7.4M$35.5M−$19.2M
- AutodeskADSK135,494 shares · 0.8% of their software · price −$1.8M$33.5M+$1.1M
- PalantirPLTR1,022,259 shares · 0.6% of their software · price +$2.4M$25.9MFlat
- WorkdayWDAY111,970 shares · 0.6% of their software · price −$5.5M$25.0MFlat
- The Trade DeskTTD249,520 shares · 0.6% of their software · price +$2.6M$24.4M+$1.0M
- Fair IsaacFICO15,623 shares · 0.6% of their software · price +$3.7M$23.3M−$8.5M
- FortinetFTNT368,160 shares · 0.5% of their software · price −$3.0M$22.2M−$3.4M
- Block, Inc.XYZ338,977 shares · 0.5% of their software · price −$6.8M$21.9M+$1.6M
- Paychex, Inc.PAYX183,016 shares · 0.5% of their software · price −$776K$21.7MFlat
- SnowflakeSNOW159,407 shares · 0.5% of their software · price −$4.2M$21.5M+$1.7M
- VeriskVRSK75,654 shares · 0.5% of their software · price +$2.6M$20.4MFlat
- DatadogDDOG150,641 shares · 0.5% of their software · price +$917K$19.5M+$525K
- CoStarCSGP235,485 shares · 0.4% of their software · price −$5.3M$17.5MFlat
- Manhattan AssociatesMANH70,174 shares · 0.4% of their software$17.3M+$887K
- NetApp, Inc.NTAP125,338 shares · 0.4% of their software · price +$3.0M$16.1M−$1.8M
- HubSpotHUBS27,246 shares · 0.4% of their software · price −$1.0M$16.1M+$1.1M
- AtlassianTEAM85,564 shares · 0.4% of their software · price −$1.6M$15.1MFlat
- GoDaddyGDDY107,093 shares · 0.4% of their software · price +$2.3M$15.0M+$4.2M
- VeevaVEEV81,219 shares · 0.4% of their software · price −$4.0M$14.9MFlat
- Tyler TechnologiesTYL28,900 shares · 0.4% of their software · price +$2.2M$14.5M+$995K
- PTCPTC76,268 shares · 0.3% of their software · price −$554K$13.9M+$808K
- CloudflareNET158,133 shares · 0.3% of their software · price −$2.2M$13.1MFlat
- Shift4 Payments, Inc.FOUR177,463 shares · 0.3% of their software · price +$1.3M$13.0MFlat
- BroadridgeBR63,739 shares · 0.3% of their software · price −$501K$12.6M−$1.9M
- AppLovinAPP150,237 shares · 0.3% of their software · price +$2.1M$12.5M+$1.2M
- Gen DigitalGEN478,043 shares · 0.3% of their software · price +$1.2M$11.9M−$1.7M
- VaronisVRNS246,172 shares · 0.3% of their software$11.8MFlat
- Strategy IncMSTR8,348 shares · 0.3% of their software · price −$2.7M$11.5M−$4.7M
- ProcorePCOR168,303 shares · 0.3% of their software · price −$2.7M$11.2M+$2.2M
- F5, Inc.FFIV64,590 shares · 0.3% of their software · price −$1.1M$11.1M+$693K
- TenableTENB246,284 shares · 0.3% of their software · price −$1.4M$10.7MFlat
- Corpay, Inc.CPAY39,556 shares · 0.3% of their software · price −$1.7M$10.5MFlat
- NutanixNTNX184,747 shares · 0.3% of their software · price −$900K$10.5MFlat
- Q2QTWO173,638 shares · 0.3% of their software · price +$1.3M$10.5MFlat
- SS&CSSNC165,272 shares · 0.3% of their software$10.4M+$1.1M
- ElasticESTC88,664 shares · 0.2% of their software · price +$1.2M$10.1M+$1.4M
- FactSetFDS24,400 shares · 0.2% of their software · price −$1.1M$10.0M−$1.2M
- ZscalerZS51,662 shares · 0.2% of their software$9.9M+$814K
- TrimbleTRMB176,327 shares · 0.2% of their software · price −$1.5M$9.9M+$1.6M
- MongoDBMDB38,551 shares · 0.2% of their software · price −$4.2M$9.6M−$578K
- WEX Inc.WEX53,197 shares · 0.2% of their software · price −$3.2M$9.4M+$654K
- Check PointCHKP55,954 shares · 0.2% of their software$9.2M+$1.6M
- OktaOKTA95,105 shares · 0.2% of their software · price −$1.0M$8.9M+$593K
- VeriSign, Inc.VRSN49,952 shares · 0.2% of their software · price −$585K$8.9MFlat
- TwilioTWLO141,705 shares · 0.2% of their software · price −$615K$8.1M+$1.4M
- ZoomZM131,370 shares · 0.2% of their software · price −$812K$7.8MFlat
- DynatraceDT168,045 shares · 0.2% of their software$7.5M+$503K
- DuolingoDUOL36,003 shares · 0.2% of their software$7.5M+$3.4M
- WorkivaWK97,918 shares · 0.2% of their software · price −$1.2M$7.1MFlat
- PaycomPAYC47,726 shares · 0.2% of their software · price −$2.7M$6.8M+$967K
- DocuSignDOCU127,435 shares · 0.2% of their software · price −$771K$6.8M+$1.1M
- GuidewireGWRE47,688 shares · 0.2% of their software · price +$1.0M$6.6M+$609K
- PaylocityPCTY49,762 shares · 0.2% of their software · price −$2.0M$6.6MFlat
- PhreesiaPHR300,723 shares · 0.2% of their software · price −$821K$6.4MFlat
- BrazeBRZE162,548 shares · 0.2% of their software · price −$888K$6.3MFlat
- Euronet Worldwide, Inc.EEFT60,987 shares · 0.2% of their software$6.3MFlat
- SamsaraIOT186,780 shares · 0.2% of their software · price −$764K$6.3M+$2.0M
- InterDigital, Inc.IDCC50,736 shares · 0.1% of their software · price +$512K$5.9M−$1.5M
- Payoneer Global Inc.PAYO1,003,376 shares · 0.1% of their software · price +$682K$5.6MFlat
- Sprout SocialSPT152,415 shares · 0.1% of their software · price −$3.7M$5.4MFlat
- ToastTOST185,281 shares · 0.1% of their software$4.8MFlat
- monday.comMNDY19,600 shares · 0.1% of their software$4.7M+$1.2M
- BILLBILL88,911 shares · 0.1% of their software · price −$1.4M$4.7M+$2.6M
- NCR Atleos CorporationNATL172,308 shares · 0.1% of their software · price +$1.3M$4.7MFlat
- Calix, Inc.CALX130,712 shares · 0.1% of their software$4.6M−$507K
- SentinelOneS211,025 shares · 0.1% of their software$4.4M+$894K
- FlywireFLYW268,667 shares · 0.1% of their software · price −$2.3M$4.4M+$687K
- SPS CommerceSPSC23,374 shares · 0.1% of their software$4.4MFlat
- NICENICE24,706 shares · 0.1% of their software · price −$2.2M$4.2MFlat
- Bentley SystemsBSY84,058 shares · 0.1% of their software$4.1M−$1.5M
- DropboxDBX183,722 shares · 0.1% of their software$4.1M+$799K
- Five9FIVN92,922 shares · 0.1% of their software · price −$1.7M$4.1MFlat
- Rapid7RPD94,371 shares · 0.1% of their software · price −$548K$4.1MFlat
- JFrogFROG105,984 shares · 0.1% of their software · price −$707K$4.0MFlat
- GitLabGTLB75,189 shares · 0.1% of their software · price −$647K$3.7M+$2.3M
- QualysQLYS25,805 shares · 0.1% of their software · price −$626K$3.7MFlat
- Lyft, Inc.LYFT251,999 shares · 0.1% of their software · price −$1.3M$3.6MFlat
- UiPathPATH264,653 shares · 0.1% of their software · price −$2.6M$3.4M+$1.3M
- MorningstarMORN10,980 shares · 0.1% of their software$3.2MFlat
- PubMaticPUBM157,774 shares · 0.1% of their software · price −$538K$3.2MFlat
- TeradataTDC90,567 shares · 0.1% of their software$3.1M+$672K
- DigitalOceanDOCN89,620 shares · 0.1% of their software$3.1MFlat
- Grab Holdings LimitedGRAB853,900 shares · 0.1% of their software$3.0MFlat
- BoxBOX108,534 shares · 0.1% of their software$2.9MFlat
- ACI WorldwideACIW69,428 shares · 0.1% of their software$2.7MFlat
- FastlyFSLY355,040 shares · 0.1% of their software · price −$2.0M$2.6M+$3.3M
- AppFolioAPPF10,205 shares · 0.1% of their software$2.5M+$1.9M
- UnityU143,179 shares · 0.1% of their software · price −$1.5M$2.3MFlat
- Remitly Global, Inc.RELY188,639 shares · 0.1% of their software · price −$1.6M$2.3MFlat
- DoubleVerifyDV112,082 shares · 0.1% of their software · price −$1.8M$2.2M+$1.6M
- WixWIX13,678 shares · 0.1% of their software$2.2MFlat
- WaystarWAY100,000 shares · 0.1% of their software$2.2MNew · +$2.2M
- PDF Solutions, Inc.PDFS58,309 shares · 0.1% of their software$2.1M+$553K
- C3.aiAI68,376 shares · 0.0% of their software$2.0M−$645K
- Alarm.com Holdings, Inc.ALRM30,589 shares · 0.0% of their software$1.9MFlat
- Upbound Group, Inc.UPBD59,767 shares · 0.0% of their software$1.8M+$1.6M
- YextYEXT297,004 shares · 0.0% of their software$1.6M+$581K
- CCC Intelligent Solutions Holdings Inc.CCC126,873 shares · 0.0% of their software$1.4M+$1.3M
- CommvaultCVLT11,584 shares · 0.0% of their software$1.4M−$577K
- FreshworksFRSH88,609 shares · 0.0% of their software$1.1MFlat
- Zeta GlobalZETA63,652 shares · 0.0% of their software$1.1MFlat
- BlackLineBL23,080 shares · 0.0% of their software$1.1MFlat
- PAR Technology CorporationPAR23,038 shares · 0.0% of their software$1.1MNew · +$1.0M
- nCinoNCNO34,230 shares · 0.0% of their software$1.1MNew · +$1.3M
- Viant Technology Inc.DSP96,508 shares · 0.0% of their software$953KFlat
- Global-EGLBE25,900 shares · 0.0% of their software$939KFlat
- Mitek Systems, Inc.MITK83,684 shares · 0.0% of their software$936K+$728K
- NextNav Inc.NN111,241 shares · 0.0% of their software$902K+$528K
- BlackbaudBLKB11,323 shares · 0.0% of their software$862KFlat
- SchrödingerSDGR44,508 shares · 0.0% of their software$861KFlat
- PegasystemsPEGA13,470 shares · 0.0% of their software$815K+$657K
- ePlus inc.PLUS10,285 shares · 0.0% of their software$758KFlat
- International Money Express, Inc.IMXI35,105 shares · 0.0% of their software$732K+$514K
- EVERTEC, Inc.EVTC20,800 shares · 0.0% of their software$692KFlat
- Amdocs LimitedDOX8,621 shares · 0.0% of their software$680KFlat
- AvePointAVPT57,256 shares · 0.0% of their software$597KFlat
- CourseraCOUR78,952 shares · 0.0% of their software · price −$542K$565KFlat
- Bandwidth Inc.BAND33,335 shares · 0.0% of their software$563KFlat
- LiveRamp Holdings, Inc.RAMP17,649 shares · 0.0% of their software$546KFlat
- Rackspace Technology, Inc.RXT156,700 shares · 0.0% of their software$467KFlat
- Paysafe LimitedPSFE25,606 shares · 0.0% of their software$453KNew · Flat
- Immersion CorporationIMMR46,142 shares · 0.0% of their software$434KFlat
- Donnelley Financial Solutions, Inc.DFIN6,982 shares · 0.0% of their software$416KFlat
- SprinklrCXM41,546 shares · 0.0% of their software$400KFlat
- ZoomInfoZI31,165 shares · 0.0% of their software$398K—
- SemrushSEMR29,032 shares · 0.0% of their software$389KNew
- Xperi Inc.XPER45,463 shares · 0.0% of their software$373KFlat
- Tucows Inc.TCX14,600 shares · 0.0% of their software$282KFlat
- Repay Holdings CorporationRPAY26,132 shares · 0.0% of their software$276KNew · Flat
- AlkamiALKT9,612 shares · 0.0% of their software$274KFlat
- DoximityDOCS9,265 shares · 0.0% of their software$259KFlat
- N-ableNABL15,999 shares · 0.0% of their software$244KNew · Flat
- StoneCo Ltd.STNE19,483 shares · 0.0% of their software$234K−$1.2M
- Alight, Inc.ALIT31,652 shares · 0.0% of their software$234KFlat
- Clearwater AnalyticsCWAN12,541 shares · 0.0% of their software$232K—
- ProgressPRGS4,159 shares · 0.0% of their software$226KFlat
- AppianAPPN6,988 shares · 0.0% of their software$216KNew · Flat
- AsanaASAN15,196 shares · 0.0% of their software$213KNew · Flat
- Agilysys, Inc.AGYS2,022 shares · 0.0% of their software$211KNew · Flat
- Veritone, Inc.VERI86,178 shares · 0.0% of their software$195KFlat
- eGain CorporationEGAN25,700 shares · 0.0% of their software$162KFlat
- EverCommerceEVCM14,591 shares · 0.0% of their software$160KFlat
- CS Disco, Inc.LAW24,603 shares · 0.0% of their software$147KFlat
- MagniteMGNI10,335 shares · 0.0% of their software$137KFlat
- SoundHound AI, Inc.SOUN22,536 shares · 0.0% of their software$89KFlat
- Sabre CorporationSABR30,466 shares · 0.0% of their software$81K−$764K
- Rimini Street, Inc.RMNI24,200 shares · 0.0% of their software$74KFlat
- SmartRent, Inc.SMRT18,004 shares · 0.0% of their software$43KFlat