Generalist · Madison, WI
State of Wisconsin Investment Board
Q2 2025 · compared with Q1 2025
Filed as State Of Wisconsin Investment Board
- Software
- $4.5B
- Weight of 13F
- 11.0%
- Names
- 182
- Net bought
- −$173M
Filed 14 August 2025 · SEC filing.
2,262 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
- MicrosoftMSFT3,912,383 shares · 43.3% of their software · price +$477M$1.9B−$92.7M
- OracleORCL898,978 shares · 4.4% of their software · price +$70.9M$197M−$6.3M
- PalantirPLTR1,158,561 shares · 3.5% of their software · price +$60.2M$158M−$2.2M
- SalesforceCRM542,706 shares · 3.3% of their software · price +$2.3M$148M−$6.9M
- IntuitINTU162,979 shares · 2.9% of their software · price +$28.3M$128MFlat
- ServiceNowNOW115,027 shares · 2.6% of their software · price +$26.7M$118M−$5.0M
- Uber Technologies, Inc.UBER1,041,093 shares · 2.2% of their software · price +$21.3M$97.1M−$12.3M
- AdobeADBE232,789 shares · 2.0% of their software · price +$780K$90.1M−$4.6M
- Automatic Data Processing, Inc.ADP242,576 shares · 1.7% of their software · price +$696K$74.8M−$828K
- Palo Alto NetworksPANW353,647 shares · 1.6% of their software · price +$12.0M$72.4M−$6.9M
- CrowdStrikeCRWD132,379 shares · 1.5% of their software · price +$20.7M$67.4M−$2.2M
- Strategy IncMSTR132,202 shares · 1.2% of their software · price +$15.3M$53.4M+$1.3M
- Fiserv, Inc.FISV308,100 shares · 1.2% of their software · price −$14.9M$53.1M−$8.2M
- AppLovinAPP131,959 shares · 1.0% of their software · price +$11.2M$46.2MFlat
- CadenceCDNS146,433 shares · 1.0% of their software · price +$7.9M$45.1M−$2.0M
- SynopsysSNPS83,657 shares · 1.0% of their software · price +$7.0M$42.9M−$3.4M
- FortinetFTNT390,574 shares · 0.9% of their software · price +$3.7M$41.3M−$2.7M
- AutodeskADSK128,313 shares · 0.9% of their software · price +$6.1M$39.7M−$2.2M
- SnowflakeSNOW169,391 shares · 0.8% of their software · price +$13.1M$37.9M−$2.9M
- Roper Technologies, Inc.ROP66,088 shares · 0.8% of their software · price −$1.5M$37.5M+$513K
- WorkdayWDAY135,709 shares · 0.7% of their software · price +$878K$32.6MFlat
- CloudflareNET164,813 shares · 0.7% of their software · price +$13.7M$32.3M−$825K
- Fair IsaacFICO14,440 shares · 0.6% of their software$26.4M−$2.7M
- Paychex, Inc.PAYX175,978 shares · 0.6% of their software · price −$1.6M$25.6M−$1.3M
- VeriskVRSK77,121 shares · 0.5% of their software · price +$1.1M$24.0M−$680K
- VeevaVEEV82,740 shares · 0.5% of their software · price +$4.7M$23.8M−$1.5M
- Tyler TechnologiesTYL37,273 shares · 0.5% of their software$22.1M+$808K
- DatadogDDOG153,098 shares · 0.5% of their software · price +$5.4M$20.6MFlat
- Block, Inc.XYZ298,127 shares · 0.5% of their software · price +$4.1M$20.3M−$645K
- NutanixNTNX241,497 shares · 0.4% of their software · price +$1.6M$18.5M−$1.1M
- AtlassianTEAM90,570 shares · 0.4% of their software · price −$826K$18.4M−$1.5M
- CoStarCSGP224,417 shares · 0.4% of their software$18.0M−$1.1M
- GoDaddyGDDY97,990 shares · 0.4% of their software$17.6M+$2.7M
- The Trade DeskTTD241,165 shares · 0.4% of their software · price +$4.2M$17.4M−$529K
- BroadridgeBR69,443 shares · 0.4% of their software$16.9M+$761K
- ZscalerZS53,603 shares · 0.4% of their software · price +$6.2M$16.8M−$528K
- HubSpotHUBS28,997 shares · 0.4% of their software$16.1MFlat
- VeriSign, Inc.VRSN55,792 shares · 0.4% of their software · price +$1.9M$16.1M+$1.8M
- Gen DigitalGEN544,376 shares · 0.4% of their software · price +$1.6M$16.0MFlat
- Manhattan AssociatesMANH80,330 shares · 0.4% of their software · price +$2.0M$15.9M+$1.4M
- ToastTOST354,037 shares · 0.3% of their software · price +$3.9M$15.7M+$894K
- Shift4 Payments, Inc.FOUR154,052 shares · 0.3% of their software · price +$2.7M$15.3M−$710K
- TrimbleTRMB199,105 shares · 0.3% of their software · price +$2.1M$15.1MFlat
- F5, Inc.FFIV49,609 shares · 0.3% of their software · price +$1.4M$14.6M−$983K
- Corpay, Inc.CPAY43,265 shares · 0.3% of their software · price −$731K$14.4MFlat
- TwilioTWLO110,894 shares · 0.3% of their software · price +$2.9M$13.8MFlat
- GuidewireGWRE55,702 shares · 0.3% of their software · price +$2.7M$13.1M−$4.6M
- Rubrik, Inc.RBRK143,950 shares · 0.3% of their software · price +$4.1M$12.9MFlat
- SS&CSSNC155,350 shares · 0.3% of their software$12.9M−$1.6M
- DocuSignDOCU161,194 shares · 0.3% of their software · price −$566K$12.6M−$823K
- ProcorePCOR180,292 shares · 0.3% of their software$12.3MFlat
- PTCPTC71,067 shares · 0.3% of their software · price +$1.2M$12.2M−$1.7M
- VaronisVRNS239,302 shares · 0.3% of their software · price +$2.5M$12.1MFlat
- NetApp, Inc.NTAP110,062 shares · 0.3% of their software · price +$2.1M$11.7MFlat
- FactSetFDS24,672 shares · 0.2% of their software$11.0MFlat
- ZoomZM136,149 shares · 0.2% of their software · price +$573K$10.6MFlat
- OktaOKTA104,249 shares · 0.2% of their software · price −$547K$10.4M+$1.2M
- MongoDBMDB49,279 shares · 0.2% of their software · price +$1.7M$10.3M−$2.5M
- PhreesiaPHR363,082 shares · 0.2% of their software · price +$1.1M$10.3M+$601K
- DynatraceDT186,125 shares · 0.2% of their software · price +$1.5M$10.3MFlat
- InterDigital, Inc.IDCC45,436 shares · 0.2% of their software · price +$794K$10.2M−$689K
- Q2QTWO103,860 shares · 0.2% of their software · price +$1.4M$9.7M−$2.9M
- WixWIX59,795 shares · 0.2% of their software$9.5M+$7.3M
- PegasystemsPEGA173,734 shares · 0.2% of their software · price −$2.7M$9.4M+$5.6M
- DuolingoDUOL22,564 shares · 0.2% of their software · price +$2.2M$9.3M−$1.7M
- AkamaiAKAM113,833 shares · 0.2% of their software$9.1M+$2.4M
- TenableTENB266,156 shares · 0.2% of their software$9.0MFlat
- Check PointCHKP39,754 shares · 0.2% of their software$8.8M+$1.9M
- ElasticESTC103,094 shares · 0.2% of their software$8.7MFlat
- PaycomPAYC37,398 shares · 0.2% of their software$8.7M+$1.8M
- WEX Inc.WEX58,656 shares · 0.2% of their software · price −$594K$8.6M+$967K
- SentinelOneS449,675 shares · 0.2% of their software$8.2MFlat
- PaylocityPCTY44,632 shares · 0.2% of their software$8.1MFlat
- WaystarWAY194,258 shares · 0.2% of their software · price +$682K$7.9MFlat
- SamsaraIOT184,678 shares · 0.2% of their software$7.3MFlat
- JFrogFROG166,235 shares · 0.2% of their software · price +$2.0M$7.3MFlat
- WorkivaWK103,874 shares · 0.2% of their software · price −$775K$7.1M−$520K
- DoximityDOCS113,792 shares · 0.2% of their software$7.0MFlat
- Payoneer Global Inc.PAYO1,012,740 shares · 0.2% of their software$6.9M−$979K
- Euronet Worldwide, Inc.EEFT64,017 shares · 0.1% of their software$6.5M−$684K
- Grab Holdings LimitedGRAB1,290,000 shares · 0.1% of their software · price +$645K$6.5MFlat
- GitLabGTLB131,018 shares · 0.1% of their software$5.9MFlat
- StoneCo Ltd.STNE362,071 shares · 0.1% of their software · price +$2.0M$5.8M+$3.6M
- NCR Atleos CorporationNATL187,890 shares · 0.1% of their software$5.4MFlat
- Core Scientific, Inc.CORZ311,641 shares · 0.1% of their software · price +$3.1M$5.3MFlat
- BlackLineBL92,199 shares · 0.1% of their software · price +$756K$5.2MFlat
- BrazeBRZE177,260 shares · 0.1% of their software · price −$1.4M$5.0MFlat
- monday.comMNDY15,600 shares · 0.1% of their software · price +$1.1M$4.9M+$1.2M
- Bentley SystemsBSY86,941 shares · 0.1% of their software · price +$1.3M$4.7MFlat
- Cognyte Software Ltd.CGNT490,173 shares · 0.1% of their software · price +$706K$4.5M+$1.8M
- MagniteMGNI185,994 shares · 0.1% of their software · price +$2.4M$4.5M−$544K
- Sprout SocialSPT203,315 shares · 0.1% of their software$4.3M+$834K
- FlywireFLYW340,635 shares · 0.1% of their software · price +$749K$4.0MFlat
- Calix, Inc.CALX74,007 shares · 0.1% of their software · price +$1.3M$3.9M−$1.1M
- BILLBILL81,341 shares · 0.1% of their software$3.8MFlat
- DropboxDBX129,116 shares · 0.1% of their software$3.7M−$629K
- Dave Inc.DAVE13,746 shares · 0.1% of their software · price +$2.6M$3.7MFlat
- BoxBOX100,635 shares · 0.1% of their software$3.4MFlat
- CommvaultCVLT19,654 shares · 0.1% of their software$3.4MFlat
- Life360, Inc.LIF52,086 shares · 0.1% of their software · price +$1.4M$3.4M+$609K
- SPS CommerceSPSC24,144 shares · 0.1% of their software$3.3MFlat
- Rapid7RPD133,674 shares · 0.1% of their software$3.1M+$764K
- Remitly Global, Inc.RELY161,036 shares · 0.1% of their software$3.0MFlat
- Lyft, Inc.LYFT178,668 shares · 0.1% of their software · price +$695K$2.8M−$787K
- PAR Technology CorporationPAR34,707 shares · 0.1% of their software$2.4MFlat
- MorningstarMORN7,589 shares · 0.1% of their software$2.4MFlat
- QualysQLYS16,202 shares · 0.1% of their software$2.3M−$1.0M
- DigitalOceanDOCN80,794 shares · 0.1% of their software$2.3MFlat
- FastlyFSLY321,738 shares · 0.1% of their software$2.3M+$761K
- GigaCloud Technology Inc.GCT106,104 shares · 0.0% of their software · price +$592K$2.1MFlat
- Zeta GlobalZETA131,191 shares · 0.0% of their software$2.0M−$854K
- Grindr Inc.GRND79,200 shares · 0.0% of their software$1.8MFlat
- AppFolioAPPF7,599 shares · 0.0% of their software$1.7MFlat
- ACI WorldwideACIW35,777 shares · 0.0% of their software$1.6M−$700K
- C3.aiAI65,849 shares · 0.0% of their software$1.6MFlat
- ZoomInfoZI157,912 shares · 0.0% of their software$1.6M—
- UiPathPATH119,566 shares · 0.0% of their software$1.5MFlat
- DoubleVerifyDV100,524 shares · 0.0% of their software$1.5M+$586K
- Alarm.com Holdings, Inc.ALRM26,489 shares · 0.0% of their software$1.5MFlat
- Five9FIVN54,290 shares · 0.0% of their software$1.4M−$959K
- CCC Intelligent Solutions Holdings Inc.CCC152,345 shares · 0.0% of their software$1.4MFlat
- Viant Technology Inc.DSP107,495 shares · 0.0% of their software$1.4M−$755K
- nCinoNCNO46,732 shares · 0.0% of their software$1.3MFlat
- SoundHound AI, Inc.SOUN116,175 shares · 0.0% of their software$1.2MFlat
- UnityU49,461 shares · 0.0% of their software$1.2MFlat
- FreshworksFRSH77,282 shares · 0.0% of their software$1.2MFlat
- Ribbon Communications Inc.RBBN275,903 shares · 0.0% of their software$1.1MFlat
- N-ableNABL135,737 shares · 0.0% of their software$1.1M+$585K
- SemrushSEMR104,400 shares · 0.0% of their software$945K—
- Amdocs LimitedDOX10,045 shares · 0.0% of their software$917KFlat
- TeradataTDC39,861 shares · 0.0% of their software$889KFlat
- SchrödingerSDGR41,609 shares · 0.0% of their software$837KFlat
- ePlus inc.PLUS11,570 shares · 0.0% of their software$834KNew · +$706K
- Donnelley Financial Solutions, Inc.DFIN13,486 shares · 0.0% of their software$831KFlat
- PowerFleet, Inc.AIOT192,335 shares · 0.0% of their software$829KFlat
- Xperi Inc.XPER103,838 shares · 0.0% of their software$821KFlat
- Paysafe LimitedPSFE62,882 shares · 0.0% of their software$794K−$579K
- International Money Express, Inc.IMXI77,269 shares · 0.0% of their software$780KFlat
- PubMaticPUBM62,165 shares · 0.0% of their software$773KNew · +$568K
- Intapp, Inc.INTA13,487 shares · 0.0% of their software$696KFlat
- AppianAPPN22,512 shares · 0.0% of their software$672KFlat
- Bandwidth Inc.BAND40,335 shares · 0.0% of their software$641KFlat
- SprinklrCXM72,914 shares · 0.0% of their software$617K+$517K
- VertexVERX17,108 shares · 0.0% of their software$605KFlat
- EVERTEC, Inc.EVTC16,638 shares · 0.0% of their software$600KFlat
- Repay Holdings CorporationRPAY121,301 shares · 0.0% of their software$585KFlat
- Alight, Inc.ALIT92,186 shares · 0.0% of their software$522KFlat
- Clearwater AnalyticsCWAN22,161 shares · 0.0% of their software$486KFlat
- SailPointSAIL20,427 shares · 0.0% of their software$467KFlat
- CourseraCOUR48,884 shares · 0.0% of their software$428KFlat
- Mitek Systems, Inc.MITK41,629 shares · 0.0% of their software$412KFlat
- AmplitudeAMPL32,302 shares · 0.0% of their software$401KNew · Flat
- Global-EGLBE10,876 shares · 0.0% of their software$365K−$3.2M
- Consensus Cloud Solutions, Inc.CCSI15,519 shares · 0.0% of their software$358KFlat
- EverCommerceEVCM32,574 shares · 0.0% of their software$342KNew · Flat
- OneSpan Inc.OSPN20,012 shares · 0.0% of their software$334KFlat
- KlaviyoKVYO9,430 shares · 0.0% of their software$317KFlat
- Priority Technology Holdings, Inc.PRTH40,581 shares · 0.0% of their software$316KFlat
- PDF Solutions, Inc.PDFS13,690 shares · 0.0% of their software$293K−$914K
- Agilysys, Inc.AGYS2,511 shares · 0.0% of their software$288KFlat
- Red Violet, Inc.RDVT5,828 shares · 0.0% of their software$287KFlat
- Paysign, Inc.PAYS39,067 shares · 0.0% of their software$281KFlat
- PagSeguro Digital Ltd.PAGS28,893 shares · 0.0% of their software$279KFlat
- NextNav Inc.NN17,635 shares · 0.0% of their software$268K−$759K
- BlackbaudBLKB3,980 shares · 0.0% of their software$256KFlat
- ProgressPRGS3,982 shares · 0.0% of their software$254KFlat
- Clear Secure, Inc.YOU8,789 shares · 0.0% of their software$244KFlat
- Thryv Holdings, Inc.THRY19,920 shares · 0.0% of their software$242KNew · Flat
- LiveRamp Holdings, Inc.RAMP6,669 shares · 0.0% of their software$220KNew · Flat
- AlkamiALKT7,267 shares · 0.0% of their software$219KFlat
- Rackspace Technology, Inc.RXT166,200 shares · 0.0% of their software$213KFlat
- Tucows Inc.TCX10,500 shares · 0.0% of their software$207KNew · Flat
- AvePointAVPT10,596 shares · 0.0% of their software$205KFlat
- RingCentralRNG7,125 shares · 0.0% of their software$202KNew · Flat
- Commerce.com, Inc.CMRC33,902 shares · 0.0% of their software$170KNew · Flat
- CertaraCERT13,520 shares · 0.0% of their software$158KFlat
- Adeia Inc.ADEA10,774 shares · 0.0% of their software$152KFlat
- Blend Labs, Inc.BLND40,255 shares · 0.0% of their software$133KFlat
- Immersion CorporationIMMR16,101 shares · 0.0% of their software$127KNew · Flat
- Sabre CorporationSABR36,925 shares · 0.0% of their software$117KFlat
- YextYEXT11,326 shares · 0.0% of their software$96K−$902K
- CS Disco, Inc.LAW18,783 shares · 0.0% of their software$82KNew · Flat
