Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2025 · compared with Q4 2024
Filed as State Of Wisconsin Investment Board
- Software
- $3.8B
- Weight of 13F
- 9.8%
- Names
- 175
- Net bought
- +$103M
Filed 15 May 2025 · SEC filing.
2,240 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
- MicrosoftMSFT4,159,241 shares · 41.1% of their software · price −$192M$1.6B+$41.2M
- SalesforceCRM568,435 shares · 4.0% of their software · price −$37.5M$153M+$6.8M
- OracleORCL944,179 shares · 3.5% of their software · price −$25.3M$132M+$4.1M
- IntuitINTU164,215 shares · 2.7% of their software · price −$2.4M$101MFlat
- PalantirPLTR1,184,329 shares · 2.6% of their software · price +$10.4M$100.0M+$2.2M
- ServiceNowNOW121,249 shares · 2.5% of their software · price −$32.0M$96.5MFlat
- AdobeADBE244,667 shares · 2.5% of their software · price −$15.0M$93.8MFlat
- Uber Technologies, Inc.UBER1,209,962 shares · 2.3% of their software · price +$15.2M$88.2M+$4.7M
- Fiserv, Inc.FISV345,415 shares · 2.0% of their software · price +$5.3M$76.3M+$2.5M
- Automatic Data Processing, Inc.ADP245,286 shares · 2.0% of their software · price +$3.1M$74.9M+$2.2M
- Palo Alto NetworksPANW394,272 shares · 1.8% of their software · price −$4.5M$67.3M+$1.6M
- CrowdStrikeCRWD138,532 shares · 1.3% of their software · price +$1.4M$48.8M+$1.5M
- FortinetFTNT418,948 shares · 1.1% of their software · price +$746K$40.3M+$1.4M
- SynopsysSNPS91,581 shares · 1.0% of their software · price −$5.2M$39.3M+$2.3M
- CadenceCDNS154,260 shares · 1.0% of their software · price −$7.1M$39.2M+$793K
- Roper Technologies, Inc.ROP65,218 shares · 1.0% of their software · price +$4.5M$38.5M−$609K
- Strategy IncMSTR127,528 shares · 1.0% of their software$36.8M+$7.7M
- AutodeskADSK136,582 shares · 0.9% of their software · price −$4.6M$35.8M+$582K
- AppLovinAPP132,474 shares · 0.9% of their software · price −$7.8M$35.1MFlat
- WorkdayWDAY136,839 shares · 0.8% of their software · price −$3.4M$32.0M+$2.6M
- Fair IsaacFICO15,926 shares · 0.8% of their software · price −$2.3M$29.4M−$4.0M
- Paychex, Inc.PAYX184,284 shares · 0.7% of their software · price +$2.6M$28.4M+$533K
- SnowflakeSNOW189,202 shares · 0.7% of their software · price −$1.6M$27.7M+$3.5M
- VeriskVRSK79,407 shares · 0.6% of their software · price +$1.8M$23.6MFlat
- Tyler TechnologiesTYL35,883 shares · 0.5% of their software$20.9M−$1.1M
- AtlassianTEAM97,484 shares · 0.5% of their software · price −$3.0M$20.7M+$1.5M
- VeevaVEEV89,177 shares · 0.5% of their software · price +$1.9M$20.7M+$963K
- CloudflareNET172,135 shares · 0.5% of their software · price +$862K$19.4MFlat
- CoStarCSGP237,813 shares · 0.5% of their software · price +$1.8M$18.8M+$920K
- NutanixNTNX257,428 shares · 0.5% of their software · price +$2.2M$18.0M+$727K
- HubSpotHUBS29,706 shares · 0.4% of their software · price −$3.7M$17.0M+$1.9M
- Block, Inc.XYZ309,997 shares · 0.4% of their software · price −$9.5M$16.8MFlat
- BroadridgeBR66,306 shares · 0.4% of their software · price +$1.1M$16.1M−$1.1M
- DatadogDDOG157,467 shares · 0.4% of their software · price −$6.9M$15.6M−$1.0M
- Corpay, Inc.CPAY44,111 shares · 0.4% of their software$15.4M−$1.6M
- GuidewireGWRE80,137 shares · 0.4% of their software · price +$1.5M$15.0M+$1.2M
- GoDaddyGDDY83,067 shares · 0.4% of their software · price −$1.4M$15.0M−$1.9M
- SS&CSSNC174,220 shares · 0.4% of their software · price +$1.4M$14.6M+$1.1M
- Gen DigitalGEN543,996 shares · 0.4% of their software$14.4MFlat
- F5, Inc.FFIV53,299 shares · 0.4% of their software · price +$789K$14.2M+$2.6M
- DocuSignDOCU171,306 shares · 0.4% of their software · price −$1.5M$13.9MFlat
- The Trade DeskTTD250,829 shares · 0.4% of their software · price −$15.8M$13.7MFlat
- Shift4 Payments, Inc.FOUR162,742 shares · 0.3% of their software · price −$3.6M$13.3M−$1.9M
- PTCPTC81,843 shares · 0.3% of their software · price −$2.4M$12.7MFlat
- TrimbleTRMB192,765 shares · 0.3% of their software · price −$966K$12.7M+$2.8M
- Manhattan AssociatesMANH72,392 shares · 0.3% of their software · price −$7.0M$12.5M−$1.3M
- VeriSign, Inc.VRSN48,757 shares · 0.3% of their software · price +$2.3M$12.4MFlat
- ProcorePCOR180,138 shares · 0.3% of their software · price −$1.6M$11.9MFlat
- FactSetFDS25,739 shares · 0.3% of their software · price −$660K$11.7MFlat
- MongoDBMDB63,786 shares · 0.3% of their software · price −$3.7M$11.2M+$4.2M
- Q2QTWO139,765 shares · 0.3% of their software · price −$2.9M$11.2M−$1.1M
- ZscalerZS56,265 shares · 0.3% of their software · price +$1.0M$11.2M+$1.0M
- ToastTOST327,085 shares · 0.3% of their software · price −$1.1M$10.8MFlat
- TwilioTWLO109,401 shares · 0.3% of their software · price −$1.1M$10.7MFlat
- ZoomZM140,714 shares · 0.3% of their software · price −$1.1M$10.4MFlat
- VaronisVRNS250,678 shares · 0.3% of their software · price −$998K$10.1MFlat
- InterDigital, Inc.IDCC48,768 shares · 0.3% of their software · price +$635K$10.1MFlat
- NetApp, Inc.NTAP114,290 shares · 0.3% of their software · price −$3.2M$10.0M−$2.5M
- OktaOKTA92,573 shares · 0.3% of their software · price +$2.4M$9.7M−$625K
- ElasticESTC106,376 shares · 0.2% of their software · price −$1.1M$9.5MFlat
- TenableTENB263,293 shares · 0.2% of their software · price −$1.2M$9.2MFlat
- DynatraceDT190,210 shares · 0.2% of their software · price −$1.4M$9.0MFlat
- DuolingoDUOL28,175 shares · 0.2% of their software$8.7MFlat
- Rubrik, Inc.RBRK143,437 shares · 0.2% of their software · price −$628K$8.7M+$912K
- PaylocityPCTY46,414 shares · 0.2% of their software · price −$563K$8.7MFlat
- PhreesiaPHR339,560 shares · 0.2% of their software$8.7MFlat
- WorkivaWK110,723 shares · 0.2% of their software · price −$3.7M$8.4M+$713K
- Payoneer Global Inc.PAYO1,146,729 shares · 0.2% of their software · price −$3.1M$8.4M+$524K
- WEX Inc.WEX52,500 shares · 0.2% of their software · price −$961K$8.2MFlat
- SentinelOneS442,573 shares · 0.2% of their software · price −$1.8M$8.0MFlat
- Euronet Worldwide, Inc.EEFT70,414 shares · 0.2% of their software$7.5MFlat
- Cellebrite DI Ltd.CLBT379,365 shares · 0.2% of their software · price −$986K$7.4M+$4.1M
- WaystarWAY196,906 shares · 0.2% of their software$7.4MFlat
- Check PointCHKP31,454 shares · 0.2% of their software · price +$1.3M$7.2M−$4.4M
- SamsaraIOT178,613 shares · 0.2% of their software · price −$957K$6.8MFlat
- BrazeBRZE186,959 shares · 0.2% of their software · price −$1.1M$6.7MFlat
- AkamaiAKAM83,418 shares · 0.2% of their software · price −$1.3M$6.7MFlat
- DoximityDOCS113,601 shares · 0.2% of their software · price +$527K$6.6MFlat
- PegasystemsPEGA93,162 shares · 0.2% of their software · price −$2.2M$6.5M+$519K
- PaycomPAYC29,234 shares · 0.2% of their software$6.4MFlat
- GitLabGTLB131,069 shares · 0.2% of their software · price −$1.2M$6.2MFlat
- Grab Holdings LimitedGRAB1,271,664 shares · 0.2% of their software$5.8MFlat
- JFrogFROG168,696 shares · 0.1% of their software$5.4MFlat
- NCR Atleos CorporationNATL188,138 shares · 0.1% of their software · price −$1.4M$5.0MFlat
- BlackLineBL89,534 shares · 0.1% of their software · price −$1.1M$4.3MFlat
- BILLBILL89,909 shares · 0.1% of their software · price −$3.5M$4.1MFlat
- DropboxDBX152,672 shares · 0.1% of their software · price −$508K$4.1MFlat
- Calix, Inc.CALX103,908 shares · 0.1% of their software$3.7MFlat
- Sprout SocialSPT165,393 shares · 0.1% of their software · price −$1.4M$3.6MFlat
- Global-EGLBE101,200 shares · 0.1% of their software · price −$1.9M$3.6M+$660K
- Bentley SystemsBSY87,905 shares · 0.1% of their software · price −$647K$3.5MFlat
- CommvaultCVLT21,630 shares · 0.1% of their software$3.4MFlat
- Remitly Global, Inc.RELY154,377 shares · 0.1% of their software$3.2M−$546K
- QualysQLYS24,338 shares · 0.1% of their software$3.1MFlat
- FlywireFLYW321,079 shares · 0.1% of their software · price −$3.6M$3.1M+$1.1M
- SPS CommerceSPSC22,124 shares · 0.1% of their software · price −$1.1M$2.9MFlat
- Lyft, Inc.LYFT244,990 shares · 0.1% of their software$2.9M−$896K
- BoxBOX93,495 shares · 0.1% of their software$2.9MFlat
- DigitalOceanDOCN83,335 shares · 0.1% of their software$2.8MFlat
- Rapid7RPD104,867 shares · 0.1% of their software · price −$1.4M$2.8MFlat
- MagniteMGNI233,681 shares · 0.1% of their software · price −$1.1M$2.7M+$2.6M
- ACI WorldwideACIW48,575 shares · 0.1% of their software$2.7MFlat
- Zeta GlobalZETA194,150 shares · 0.1% of their software · price −$860K$2.6MFlat
- MorningstarMORN8,772 shares · 0.1% of their software$2.6MFlat
- monday.comMNDY10,600 shares · 0.1% of their software$2.6M−$895K
- Five9FIVN89,619 shares · 0.1% of their software · price −$1.2M$2.4M+$672K
- WixWIX14,878 shares · 0.1% of their software · price −$761K$2.4MFlat
- Core Scientific, Inc.CORZ308,210 shares · 0.1% of their software · price −$2.1M$2.2MFlat
- PAR Technology CorporationPAR35,619 shares · 0.1% of their software$2.2MFlat
- Viant Technology Inc.DSP168,321 shares · 0.1% of their software · price −$1.1M$2.1M+$1.3M
- Cognyte Software Ltd.CGNT263,776 shares · 0.1% of their software$2.1MNew · +$2.3M
- AppFolioAPPF8,840 shares · 0.1% of their software$1.9MFlat
- Grindr Inc.GRND98,876 shares · 0.0% of their software$1.8M+$1.1M
- ZoomInfoZI168,957 shares · 0.0% of their software$1.7M—
- Alarm.com Holdings, Inc.ALRM28,145 shares · 0.0% of their software$1.6MFlat
- Paysafe LimitedPSFE99,809 shares · 0.0% of their software$1.6MFlat
- Dave Inc.DAVE17,672 shares · 0.0% of their software$1.5MNew · +$1.5M
- GigaCloud Technology Inc.GCT99,651 shares · 0.0% of their software$1.4M+$729K
- Life360, Inc.LIF36,228 shares · 0.0% of their software$1.4M+$1.2M
- C3.aiAI66,063 shares · 0.0% of their software · price −$884K$1.4MFlat
- UiPathPATH133,698 shares · 0.0% of their software$1.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC149,613 shares · 0.0% of their software$1.4M+$1.3M
- FastlyFSLY201,506 shares · 0.0% of their software · price −$627K$1.3MFlat
- Intapp, Inc.INTA20,915 shares · 0.0% of their software$1.2M+$666K
- PDF Solutions, Inc.PDFS61,536 shares · 0.0% of their software$1.2MFlat
- nCinoNCNO41,266 shares · 0.0% of their software$1.1MFlat
- SoundHound AI, Inc.SOUN134,115 shares · 0.0% of their software · price −$1.6M$1.1M+$1.6M
- FreshworksFRSH76,161 shares · 0.0% of their software$1.1MFlat
- TeradataTDC45,355 shares · 0.0% of their software$1.0MFlat
- NextNav Inc.NN79,979 shares · 0.0% of their software$973KFlat
- YextYEXT157,735 shares · 0.0% of their software$972KFlat
- UnityU49,510 shares · 0.0% of their software$970K+$529K
- SchrödingerSDGR44,082 shares · 0.0% of their software$870KFlat
- Ribbon Communications Inc.RBBN199,284 shares · 0.0% of their software$781KNew · +$829K
- Amdocs LimitedDOX8,521 shares · 0.0% of their software$780KFlat
- DoubleVerifyDV56,727 shares · 0.0% of their software$758KFlat
- PowerFleet, Inc.AIOT128,653 shares · 0.0% of their software$706KNew · +$857K
- International Money Express, Inc.IMXI55,736 shares · 0.0% of their software$703KSplit
- OneSpan Inc.OSPN44,913 shares · 0.0% of their software$685KNew · +$833K
- Clearwater AnalyticsCWAN22,002 shares · 0.0% of their software$590K—
- Red Violet, Inc.RDVT13,812 shares · 0.0% of their software$519KNew · Flat
- AppianAPPN16,819 shares · 0.0% of their software$485KFlat
- VertexVERX11,861 shares · 0.0% of their software$415KFlat
- Bandwidth Inc.BAND30,535 shares · 0.0% of their software$400KFlat
- SailPointSAIL20,427 shares · 0.0% of their software$383KNew · Flat
- Clear Secure, Inc.YOU14,710 shares · 0.0% of their software$381KFlat
- N-ableNABL53,296 shares · 0.0% of their software$378KFlat
- Donnelley Financial Solutions, Inc.DFIN8,570 shares · 0.0% of their software$375KNew · +$538K
- AlkamiALKT13,099 shares · 0.0% of their software$344KFlat
- Diebold Nixdorf, IncorporatedDBD7,637 shares · 0.0% of their software$334K−$773K
- Xperi Inc.XPER40,444 shares · 0.0% of their software$312KFlat
- SemrushSEMR33,202 shares · 0.0% of their software$310K—
- Digital TurbineAPPS113,334 shares · 0.0% of their software$308KFlat
- PagSeguro Digital Ltd.PAGS37,593 shares · 0.0% of their software$287K−$861K
- Priority Technology Holdings, Inc.PRTH42,047 shares · 0.0% of their software$287KFlat
- Sabre CorporationSABR96,620 shares · 0.0% of their software$272KFlat
- Rackspace Technology, Inc.RXT159,300 shares · 0.0% of their software$269KFlat
- BlackbaudBLKB4,280 shares · 0.0% of their software$266KFlat
- Alight, Inc.ALIT43,111 shares · 0.0% of their software$256KFlat
- EVERTEC, Inc.EVTC6,709 shares · 0.0% of their software$247KFlat
- KlaviyoKVYO7,493 shares · 0.0% of their software$227KFlat
- ProgressPRGS4,310 shares · 0.0% of their software$222KFlat
- Consensus Cloud Solutions, Inc.CCSI9,219 shares · 0.0% of their software$213KNew · Flat
- AvePointAVPT14,712 shares · 0.0% of their software$212KFlat
- StoneCo Ltd.STNE20,027 shares · 0.0% of their software$210K−$1.2M
- Agilysys, Inc.AGYS2,815 shares · 0.0% of their software$204KFlat
- Cerence Inc.CRNC25,691 shares · 0.0% of their software$203KNew · Flat
- Repay Holdings CorporationRPAY34,655 shares · 0.0% of their software$193KFlat
- CertaraCERT18,252 shares · 0.0% of their software$181KFlat
- Adeia Inc.ADEA11,597 shares · 0.0% of their software$153KFlat
- Mitek Systems, Inc.MITK13,081 shares · 0.0% of their software$108KFlat
- SprinklrCXM10,949 shares · 0.0% of their software$91KFlat
- CourseraCOUR12,844 shares · 0.0% of their software$86KFlat
- Paysign, Inc.PAYS38,467 shares · 0.0% of their software$82KFlat
- Blend Labs, Inc.BLND17,758 shares · 0.0% of their software$59KFlat
