Generalist · Madison, WI
State of Wisconsin Investment Board
Q4 2025 · compared with Q3 2025
Filed as State Of Wisconsin Investment Board
- Software
- $4.1B
- Weight of 13F
- 9.2%
- Names
- 170
- Net bought
- +$321M
Filed 17 February 2026 · SEC filing.
2,267 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
- MicrosoftMSFT3,669,627 shares · 43.6% of their software · price −$126M$1.8B−$83.5M
- PalantirPLTR1,189,602 shares · 5.2% of their software · price −$5.6M$211MFlat
- OracleORCL888,397 shares · 4.3% of their software · price −$76.7M$173MFlat
- SalesforceCRM494,369 shares · 3.2% of their software · price +$13.8M$131M−$6.9M
- IntuitINTU144,465 shares · 2.3% of their software · price −$3.0M$95.7M−$4.6M
- AppLovinAPP127,513 shares · 2.1% of their software · price −$5.7M$85.9M−$2.1M
- Uber Technologies, Inc.UBER1,038,122 shares · 2.1% of their software · price −$16.9M$84.8M−$6.5M
- ServiceNowNOW538,803 shares · 2.0% of their software · price −$413M$82.5M+$391M
- AdobeADBE216,885 shares · 1.9% of their software · price −$599K$75.9M−$3.7M
- ShopifySHOP439,830 shares · 1.7% of their software · price +$5.4M$70.9MNew · +$65.4M
- Palo Alto NetworksPANW369,914 shares · 1.7% of their software · price −$7.2M$68.1M+$4.0M
- CrowdStrikeCRWD130,131 shares · 1.5% of their software · price −$2.8M$61.0M−$3.9M
- Automatic Data Processing, Inc.ADP209,887 shares · 1.3% of their software · price −$7.6M$54.0M−$1.6M
- CadenceCDNS145,738 shares · 1.1% of their software · price −$5.6M$45.6M−$1.5M
- SynopsysSNPS96,230 shares · 1.1% of their software · price −$2.3M$45.2M−$570K
- AutodeskADSK121,560 shares · 0.9% of their software · price −$2.6M$36.0M−$2.7M
- SnowflakeSNOW162,207 shares · 0.9% of their software · price −$1.0M$35.6M−$1.0M
- CloudflareNET157,682 shares · 0.8% of their software · price −$2.7M$31.1M−$1.2M
- FortinetFTNT362,219 shares · 0.7% of their software · price −$1.7M$28.8M−$1.1M
- WorkdayWDAY122,100 shares · 0.6% of their software · price −$3.2M$26.2M+$1.8M
- Roper Technologies, Inc.ROP57,641 shares · 0.6% of their software · price −$3.1M$25.7M−$1.7M
- DatadogDDOG174,952 shares · 0.6% of their software · price −$1.1M$23.8M+$3.4M
- Fair IsaacFICO12,930 shares · 0.5% of their software · price +$2.5M$21.9M−$624K
- Strategy IncMSTR131,555 shares · 0.5% of their software · price −$22.4M$20.0M−$1.8M
- Fiserv, Inc.FISV281,371 shares · 0.5% of their software · price −$17.4M$18.9M−$2.5M
- MongoDBMDB44,967 shares · 0.5% of their software · price +$4.9M$18.9M−$504K
- Paychex, Inc.PAYX167,812 shares · 0.5% of their software · price −$2.4M$18.8M−$618K
- Block, Inc.XYZ284,675 shares · 0.5% of their software · price −$2.0M$18.5M−$524K
- VeevaVEEV82,145 shares · 0.5% of their software · price −$6.1M$18.3M−$757K
- Tyler TechnologiesTYL36,945 shares · 0.4% of their software · price −$2.6M$16.8MFlat
- VeriskVRSK72,367 shares · 0.4% of their software · price −$2.0M$16.2MFlat
- CoStarCSGP228,542 shares · 0.4% of their software · price −$3.9M$15.4M−$2.0M
- InterDigital, Inc.IDCC48,071 shares · 0.4% of their software · price −$1.3M$15.3M+$570K
- BroadridgeBR65,305 shares · 0.4% of their software · price −$980K$14.6M−$1.7M
- Rubrik, Inc.RBRK188,820 shares · 0.4% of their software · price −$1.1M$14.4M+$1.5M
- AtlassianTEAM86,389 shares · 0.3% of their software$14.0M−$1.3M
- PTCPTC78,786 shares · 0.3% of their software · price −$2.3M$13.7MFlat
- SS&CSSNC155,869 shares · 0.3% of their software$13.6MFlat
- TwilioTWLO94,139 shares · 0.3% of their software · price +$4.0M$13.4M−$1.3M
- ProcorePCOR181,808 shares · 0.3% of their software$13.2MFlat
- TrimbleTRMB167,529 shares · 0.3% of their software · price −$553K$13.1M−$1.1M
- Corpay, Inc.CPAY40,949 shares · 0.3% of their software · price +$527K$12.3M−$1.3M
- Manhattan AssociatesMANH70,701 shares · 0.3% of their software · price −$2.2M$12.3M−$1.3M
- ToastTOST342,230 shares · 0.3% of their software$12.2M−$1.6M
- NetApp, Inc.NTAP112,348 shares · 0.3% of their software · price −$1.3M$12.0M−$734K
- VeriSign, Inc.VRSN48,431 shares · 0.3% of their software · price −$1.8M$11.8M−$2.0M
- ZscalerZS51,843 shares · 0.3% of their software · price −$3.9M$11.7MFlat
- GuidewireGWRE55,808 shares · 0.3% of their software · price −$1.6M$11.2MFlat
- ZoomZM127,920 shares · 0.3% of their software$11.0MFlat
- Shift4 Payments, Inc.FOUR171,647 shares · 0.3% of their software · price −$2.5M$10.8M+$1.8M
- HubSpotHUBS26,812 shares · 0.3% of their software · price −$1.8M$10.8M−$662K
- PegasystemsPEGA175,459 shares · 0.3% of their software$10.5MFlat
- NutanixNTNX195,193 shares · 0.2% of their software · price −$4.4M$10.1M−$2.5M
- JFrogFROG152,439 shares · 0.2% of their software · price +$2.3M$9.5M−$662K
- Gen DigitalGEN345,560 shares · 0.2% of their software$9.4M−$4.9M
- WorkivaWK107,407 shares · 0.2% of their software$9.3MFlat
- UnityU203,524 shares · 0.2% of their software · price +$841K$9.0M+$5.3M
- GoDaddyGDDY71,595 shares · 0.2% of their software · price −$913K$8.9M−$2.9M
- The Trade DeskTTD230,797 shares · 0.2% of their software · price −$2.6M$8.8MFlat
- AkamaiAKAM93,517 shares · 0.2% of their software · price +$1.1M$8.2MFlat
- OktaOKTA90,631 shares · 0.2% of their software$7.8MFlat
- DocuSignDOCU113,910 shares · 0.2% of their software$7.8MFlat
- ElasticESTC102,756 shares · 0.2% of their software · price −$930K$7.8MFlat
- NCR Atleos CorporationNATL203,045 shares · 0.2% of their software$7.7MFlat
- Q2QTWO107,193 shares · 0.2% of their software$7.7MFlat
- WEX Inc.WEX51,909 shares · 0.2% of their software$7.7MFlat
- F5, Inc.FFIV30,161 shares · 0.2% of their software · price −$2.0M$7.7M−$3.1M
- DynatraceDT176,951 shares · 0.2% of their software · price −$904K$7.7MFlat
- Check PointCHKP41,152 shares · 0.2% of their software · price −$879K$7.6M+$558K
- FactSetFDS26,164 shares · 0.2% of their software$7.6M+$1.1M
- SamsaraIOT208,733 shares · 0.2% of their software$7.4M+$1.2M
- WaystarWAY217,631 shares · 0.2% of their software · price −$1.1M$7.1MFlat
- VaronisVRNS205,271 shares · 0.2% of their software · price −$5.1M$6.7M−$1.7M
- PaylocityPCTY44,050 shares · 0.2% of their software$6.7MFlat
- StoneCo Ltd.STNE448,560 shares · 0.2% of their software · price −$1.8M$6.6M+$1.3M
- BrazeBRZE187,587 shares · 0.2% of their software · price +$1.1M$6.4MFlat
- Dave Inc.DAVE29,036 shares · 0.2% of their software · price +$641K$6.4M+$1.7M
- CoreWeave, Inc.CRWV86,681 shares · 0.2% of their software · price −$5.7M$6.2MNew · +$11.9M
- Payoneer Global Inc.PAYO1,052,170 shares · 0.1% of their software$5.9MFlat
- GitLabGTLB150,578 shares · 0.1% of their software · price −$1.1M$5.7M+$838K
- Core Scientific, Inc.CORZ352,190 shares · 0.1% of their software · price −$1.2M$5.1M+$1.4M
- SentinelOneS340,904 shares · 0.1% of their software · price −$890K$5.1M−$949K
- DoximityDOCS110,265 shares · 0.1% of their software · price −$3.2M$4.9MFlat
- OpenTextOTEX149,649 shares · 0.1% of their software · price −$718K$4.9MNew · +$5.6M
- Cognyte Software Ltd.CGNT517,115 shares · 0.1% of their software · price +$517K$4.9MFlat
- nCinoNCNO185,799 shares · 0.1% of their software$4.8M+$3.8M
- Grab Holdings LimitedGRAB930,400 shares · 0.1% of their software · price −$958K$4.6MFlat
- Euronet Worldwide, Inc.EEFT60,896 shares · 0.1% of their software · price −$712K$4.6MFlat
- PhreesiaPHR269,268 shares · 0.1% of their software · price −$1.8M$4.6M−$2.5M
- DuolingoDUOL25,252 shares · 0.1% of their software · price −$3.7M$4.4M+$1.4M
- PaycomPAYC27,126 shares · 0.1% of their software · price −$1.3M$4.3M−$760K
- FlywireFLYW280,408 shares · 0.1% of their software$4.0MFlat
- DigitalOceanDOCN80,578 shares · 0.1% of their software · price +$1.1M$3.9MFlat
- Calix, Inc.CALX71,777 shares · 0.1% of their software · price −$606K$3.8MFlat
- MagniteMGNI219,559 shares · 0.1% of their software · price −$1.2M$3.6MFlat
- BlackLineBL63,801 shares · 0.1% of their software$3.5M−$1.1M
- Diebold Nixdorf, IncorporatedDBD51,790 shares · 0.1% of their software · price +$562K$3.5M+$1.4M
- TenableTENB146,049 shares · 0.1% of their software · price −$822K$3.4M−$3.3M
- BILLBILL61,719 shares · 0.1% of their software$3.4MFlat
- Bentley SystemsBSY83,302 shares · 0.1% of their software · price −$1.1M$3.2MFlat
- Life360, Inc.LIF49,520 shares · 0.1% of their software · price −$2.1M$3.2MFlat
- DescartesDSGX30,200 shares · 0.1% of their software$2.7MNew · +$2.8M
- BoxBOX86,858 shares · 0.1% of their software$2.6MFlat
- Adeia Inc.ADEA147,187 shares · 0.1% of their software$2.5MFlat
- Remitly Global, Inc.RELY166,292 shares · 0.1% of their software$2.3MFlat
- Zeta GlobalZETA112,514 shares · 0.1% of their software$2.3MFlat
- PowerFleet, Inc.AIOT419,478 shares · 0.1% of their software$2.2M+$970K
- monday.comMNDY15,100 shares · 0.1% of their software · price −$697K$2.2MFlat
- CommvaultCVLT17,062 shares · 0.1% of their software · price −$1.1M$2.1M−$510K
- WixWIX19,378 shares · 0.0% of their software · price −$1.4M$2.0M−$7.6M
- GigaCloud Technology Inc.GCT49,779 shares · 0.0% of their software · price +$542K$2.0M−$641K
- MorningstarMORN8,907 shares · 0.0% of their software$1.9MFlat
- QualysQLYS14,023 shares · 0.0% of their software$1.9MFlat
- Figma, Inc.FIG47,913 shares · 0.0% of their software · price −$695K$1.8MNew · +$2.5M
- ServiceTitanTTAN16,350 shares · 0.0% of their software$1.7MNew · +$1.6M
- UiPathPATH103,304 shares · 0.0% of their software$1.7MFlat
- SPS CommerceSPSC18,838 shares · 0.0% of their software$1.7MFlat
- Lyft, Inc.LYFT85,861 shares · 0.0% of their software$1.7M−$997K
- DropboxDBX58,858 shares · 0.0% of their software$1.6M−$2.1M
- PagSeguro Digital Ltd.PAGS161,732 shares · 0.0% of their software$1.6MFlat
- PAR Technology CorporationPAR42,849 shares · 0.0% of their software$1.6MFlat
- ZoomInfoZI144,785 shares · 0.0% of their software$1.5M—
- SailPointSAIL65,536 shares · 0.0% of their software$1.3M+$996K
- CCC Intelligent Solutions Holdings Inc.CCC163,209 shares · 0.0% of their software$1.3MFlat
- YextYEXT155,167 shares · 0.0% of their software$1.3M+$751K
- Alarm.com Holdings, Inc.ALRM23,908 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV100,973 shares · 0.0% of their software$1.2MFlat
- NIQ Global Intelligence plcNIQ60,795 shares · 0.0% of their software$1.0MFlat
- Clearwater AnalyticsCWAN39,495 shares · 0.0% of their software$953K—
- Viant Technology Inc.DSP78,695 shares · 0.0% of their software$947KFlat
- Pagaya Technologies Ltd.PGY45,187 shares · 0.0% of their software$944K+$886K
- Sprout SocialSPT80,460 shares · 0.0% of their software$907K−$1.2M
- SoundHound AI, Inc.SOUN90,831 shares · 0.0% of their software · price −$555K$906K−$666K
- Ribbon Communications Inc.RBBN310,366 shares · 0.0% of their software$894KFlat
- TeradataTDC25,937 shares · 0.0% of their software$790KFlat
- ACI WorldwideACIW15,928 shares · 0.0% of their software$762KFlat
- Wealthfront CorporationWLTH50,000 shares · 0.0% of their software$680KNew · +$680K
- SchrödingerSDGR37,865 shares · 0.0% of their software$677KFlat
- Immersion CorporationIMMR98,500 shares · 0.0% of their software$670KFlat
- C3.aiAI46,619 shares · 0.0% of their software$628KFlat
- Five9FIVN29,992 shares · 0.0% of their software$601KFlat
- FreshworksFRSH46,915 shares · 0.0% of their software$575KFlat
- CourseraCOUR76,907 shares · 0.0% of their software$566KFlat
- DomoDOMO56,384 shares · 0.0% of their software$475K—
- Red Violet, Inc.RDVT7,781 shares · 0.0% of their software$443KFlat
- Paysign, Inc.PAYS84,055 shares · 0.0% of their software$433KFlat
- VertexVERX20,877 shares · 0.0% of their software$417KFlat
- AppianAPPN11,734 shares · 0.0% of their software$416KFlat
- Rimini Street, Inc.RMNI104,056 shares · 0.0% of their software$404KFlat
- Intapp, Inc.INTA8,699 shares · 0.0% of their software$399KFlat
- Telos CorporationTLS77,161 shares · 0.0% of their software$394KFlat
- AppFolioAPPF1,549 shares · 0.0% of their software$360K−$1.5M
- Grindr Inc.GRND26,328 shares · 0.0% of their software$356K−$936K
- Airship AI Holdings, Inc.AISP122,723 shares · 0.0% of their software$355KFlat
- Blend Labs, Inc.BLND108,910 shares · 0.0% of their software$331KFlat
- International Money Express, Inc.IMXI21,269 shares · 0.0% of their software$327KFlat
- N-ableNABL40,490 shares · 0.0% of their software$303KFlat
- Bandwidth Inc.BAND19,235 shares · 0.0% of their software$297KFlat
- AmplitudeAMPL22,272 shares · 0.0% of their software$258KFlat
- Tucows Inc.TCX10,900 shares · 0.0% of their software$244KFlat
- KlaviyoKVYO7,060 shares · 0.0% of their software$229KFlat
- Cerence Inc.CRNC20,591 shares · 0.0% of their software$220KFlat
- Digital TurbineAPPS40,528 shares · 0.0% of their software$203KFlat
- Aeva Technologies, Inc.AEVA14,235 shares · 0.0% of their software$189KFlat
- NextNav Inc.NN10,618 shares · 0.0% of their software$177K−$815K
- Rackspace Technology, Inc.RXT170,500 shares · 0.0% of their software$166KFlat
- Xperi Inc.XPER22,893 shares · 0.0% of their software$134KFlat
- BlackBerry LimitedBB14,352 shares · 0.0% of their software$54KNew · Flat
- Alight, Inc.ALIT24,822 shares · 0.0% of their software$48KFlat
- Sabre CorporationSABR22,257 shares · 0.0% of their software$30KFlat