Generalist · Madison, WI
State of Wisconsin Investment Board
Q1 2026 · compared with Q4 2025
Filed as State Of Wisconsin Investment Board
- Software
- $3.3B
- Weight of 13F
- 7.5%
- Names
- 174
- Net bought
- +$162M
2,396 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
- MicrosoftMSFT3,801,033 shares · 43.2% of their software · price −$431M$1.4B+$63.6M
- PalantirPLTR1,232,702 shares · 5.5% of their software · price −$38.8M$180M+$7.7M
- OracleORCL925,709 shares · 4.2% of their software · price −$44.2M$136M+$7.3M
- SalesforceCRM501,828 shares · 2.9% of their software · price −$39.3M$93.7M+$2.0M
- Uber Technologies, Inc.UBER1,067,923 shares · 2.4% of their software · price −$10.4M$76.8M+$2.4M
- Palo Alto NetworksPANW470,849 shares · 2.3% of their software · price −$11.2M$75.5M+$18.6M
- IntuitINTU153,242 shares · 2.0% of their software · price −$35.3M$66.3M+$5.8M
- ServiceNowNOW572,852 shares · 1.8% of their software · price −$27.9M$59.9M+$5.2M
- AppLovinAPP137,907 shares · 1.7% of their software · price −$38.0M$54.9M+$7.0M
- AdobeADBE224,079 shares · 1.7% of their software · price −$24.0M$54.5M+$2.5M
- CrowdStrikeCRWD134,990 shares · 1.6% of their software · price −$10.6M$52.7M+$2.3M
- ShopifySHOP385,530 shares · 1.4% of their software · price −$16.3M$45.6M−$8.7M
- Automatic Data Processing, Inc.ADP216,549 shares · 1.4% of their software · price −$11.7M$44.0M+$1.7M
- CadenceCDNS151,190 shares · 1.3% of their software · price −$5.2M$42.0M+$1.7M
- SynopsysSNPS102,377 shares · 1.2% of their software · price −$7.5M$40.6M+$2.9M
- CloudflareNET164,731 shares · 1.0% of their software · price +$1.5M$34.0M+$1.4M
- AutodeskADSK119,119 shares · 0.9% of their software · price −$6.7M$28.5M−$723K
- FortinetFTNT346,176 shares · 0.9% of their software · price +$800K$28.3M−$1.3M
- SnowflakeSNOW173,057 shares · 0.8% of their software · price −$11.9M$26.1M+$2.4M
- DatadogDDOG180,492 shares · 0.7% of their software · price −$3.2M$21.3M+$753K
- Roper Technologies, Inc.ROP59,543 shares · 0.6% of their software · price −$5.4M$21.1M+$847K
- Fiserv, Inc.FISV345,028 shares · 0.6% of their software · price −$3.9M$19.3M+$4.3M
- Block, Inc.XYZ295,661 shares · 0.5% of their software · price −$1.5M$17.8M+$715K
- WorkdayWDAY132,613 shares · 0.5% of their software · price −$11.3M$17.2M+$2.3M
- Strategy IncMSTR136,114 shares · 0.5% of their software · price −$3.7M$17.0M+$693K
- Paychex, Inc.PAYX172,987 shares · 0.5% of their software · price −$3.5M$15.9M+$581K
- VeevaVEEV86,509 shares · 0.5% of their software · price −$4.1M$15.2M+$974K
- Fair IsaacFICO13,396 shares · 0.4% of their software · price −$8.3M$14.3M+$788K
- VeriskVRSK74,637 shares · 0.4% of their software · price −$2.5M$14.2M+$508K
- InterDigital, Inc.IDCC44,516 shares · 0.4% of their software · price −$729K$13.4M−$1.1M
- Corpay, Inc.CPAY45,400 shares · 0.4% of their software$13.2M+$1.3M
- ToastTOST459,454 shares · 0.4% of their software · price −$4.1M$12.2M+$4.2M
- MongoDBMDB49,321 shares · 0.4% of their software · price −$8.6M$12.1M+$1.8M
- Gen DigitalGEN629,856 shares · 0.4% of their software · price −$5.3M$11.9M+$7.7M
- CoStarCSGP285,913 shares · 0.4% of their software · price −$7.7M$11.5M+$3.9M
- TrimbleTRMB170,288 shares · 0.3% of their software · price −$2.2M$11.1MFlat
- VeriSign, Inc.VRSN44,677 shares · 0.3% of their software$11.1M−$912K
- Tyler TechnologiesTYL31,739 shares · 0.3% of their software · price −$3.5M$10.9M−$2.4M
- NetApp, Inc.NTAP106,067 shares · 0.3% of their software$10.9M−$673K
- SS&CSSNC160,085 shares · 0.3% of their software · price −$3.2M$10.8MFlat
- BroadridgeBR66,522 shares · 0.3% of their software · price −$4.0M$10.8MFlat
- ZoomZM132,210 shares · 0.3% of their software · price −$780K$10.6MFlat
- PTCPTC74,245 shares · 0.3% of their software · price −$2.4M$10.6M−$791K
- AkamaiAKAM92,041 shares · 0.3% of their software · price +$2.5M$10.6MFlat
- TwilioTWLO80,687 shares · 0.3% of their software · price −$1.3M$10.2M−$1.9M
- ProcorePCOR172,497 shares · 0.3% of their software · price −$2.7M$9.8M−$677K
- Manhattan AssociatesMANH72,780 shares · 0.3% of their software · price −$2.9M$9.7MFlat
- CoreWeave, Inc.CRWV122,317 shares · 0.3% of their software · price +$717K$9.5M+$2.6M
- The Trade DeskTTD411,178 shares · 0.3% of their software · price −$6.3M$9.3M+$6.8M
- JFrogFROG197,811 shares · 0.3% of their software · price −$3.1M$9.3M+$2.8M
- F5, Inc.FFIV31,095 shares · 0.3% of their software · price +$1.1M$9.0MFlat
- Rubrik, Inc.RBRK179,076 shares · 0.3% of their software · price −$4.9M$8.8M−$745K
- PegasystemsPEGA201,201 shares · 0.3% of their software · price −$3.5M$8.6M+$1.5M
- DigitalOceanDOCN99,825 shares · 0.3% of their software · price +$3.8M$8.6M+$926K
- NutanixNTNX224,369 shares · 0.3% of their software · price −$3.1M$8.5M+$1.5M
- GuidewireGWRE56,262 shares · 0.3% of their software · price −$2.9M$8.4MFlat
- DynatraceDT222,787 shares · 0.3% of their software · price −$1.4M$8.2M+$2.0M
- ZscalerZS54,046 shares · 0.2% of their software · price −$4.6M$7.6MFlat
- AtlassianTEAM106,303 shares · 0.2% of their software · price −$10.0M$7.3M+$3.2M
- GoDaddyGDDY87,728 shares · 0.2% of their software · price −$3.6M$7.3M+$2.0M
- Shift4 Payments, Inc.FOUR161,035 shares · 0.2% of their software · price −$3.1M$7.0M−$668K
- OktaOKTA88,355 shares · 0.2% of their software · price −$686K$7.0MFlat
- WEX Inc.WEX43,912 shares · 0.2% of their software$6.7M−$1.2M
- SamsaraIOT206,473 shares · 0.2% of their software · price −$776K$6.5MFlat
- HubSpotHUBS25,947 shares · 0.2% of their software · price −$4.1M$6.3MFlat
- DocuSignDOCU128,734 shares · 0.2% of their software · price −$2.7M$6.1M+$1.0M
- Dave Inc.DAVE34,660 shares · 0.2% of their software · price −$1.6M$6.0M+$1.2M
- UnityU272,394 shares · 0.2% of their software · price −$6.1M$6.0M+$3.0M
- FactSetFDS27,214 shares · 0.2% of their software · price −$2.0M$5.9MFlat
- WaystarWAY203,877 shares · 0.2% of their software · price −$1.8M$4.9MFlat
- Q2QTWO101,620 shares · 0.1% of their software · price −$2.5M$4.8MFlat
- WorkivaWK79,806 shares · 0.1% of their software · price −$2.1M$4.8M−$2.4M
- ElasticESTC93,918 shares · 0.1% of their software · price −$2.4M$4.7M−$667K
- Payoneer Global Inc.PAYO971,594 shares · 0.1% of their software · price −$768K$4.7MFlat
- SentinelOneS356,098 shares · 0.1% of their software · price −$755K$4.6MFlat
- PaylocityPCTY41,886 shares · 0.1% of their software · price −$1.9M$4.5MFlat
- Core Scientific, Inc.CORZ299,305 shares · 0.1% of their software$4.5M−$770K
- VaronisVRNS204,600 shares · 0.1% of their software · price −$2.3M$4.4MFlat
- BrazeBRZE183,723 shares · 0.1% of their software · price −$2.0M$4.3MFlat
- NCR Atleos CorporationNATL94,877 shares · 0.1% of their software · price +$519K$4.1M−$4.1M
- Euronet Worldwide, Inc.EEFT60,684 shares · 0.1% of their software · price −$591K$4.0MFlat
- Grab Holdings LimitedGRAB1,097,200 shares · 0.1% of their software · price −$1.5M$4.0M+$832K
- Check PointCHKP27,052 shares · 0.1% of their software · price −$1.2M$3.9M−$2.6M
- PaycomPAYC31,526 shares · 0.1% of their software · price −$1.2M$3.8M+$701K
- Diebold Nixdorf, IncorporatedDBD49,776 shares · 0.1% of their software$3.8MFlat
- OpenTextOTEX166,249 shares · 0.1% of their software · price −$1.7M$3.7M+$541K
- Bentley SystemsBSY102,468 shares · 0.1% of their software$3.6M+$731K
- Adeia Inc.ADEA138,907 shares · 0.1% of their software · price +$942K$3.3MFlat
- FlywireFLYW269,930 shares · 0.1% of their software · price −$680K$3.1MFlat
- nCinoNCNO204,281 shares · 0.1% of their software · price −$2.2M$3.1MFlat
- Wealthfront CorporationWLTH322,561 shares · 0.1% of their software · price −$1.4M$3.0M+$3.7M
- monday.comMNDY42,300 shares · 0.1% of their software · price −$3.3M$2.9M+$4.0M
- GitLabGTLB132,966 shares · 0.1% of their software · price −$2.1M$2.9M−$661K
- Calix, Inc.CALX56,608 shares · 0.1% of their software$2.8M−$803K
- BILLBILL70,559 shares · 0.1% of their software · price −$1.1M$2.7MFlat
- DuolingoDUOL27,197 shares · 0.1% of their software · price −$2.1M$2.7MFlat
- Remitly Global, Inc.RELY159,511 shares · 0.1% of their software$2.5MFlat
- DoximityDOCS106,223 shares · 0.1% of their software · price −$2.2M$2.5MFlat
- TenableTENB138,649 shares · 0.1% of their software · price −$916K$2.3MFlat
- ServiceTitanTTAN36,912 shares · 0.1% of their software · price −$1.6M$2.3M+$2.2M
- BoxBOX96,259 shares · 0.1% of their software · price −$604K$2.3MFlat
- MagniteMGNI185,470 shares · 0.1% of their software · price −$807K$2.2M−$553K
- Lyft, Inc.LYFT164,842 shares · 0.1% of their software · price −$1.0M$2.2M+$1.5M
- CommvaultCVLT28,037 shares · 0.1% of their software · price −$1.3M$2.2M+$1.4M
- Zeta GlobalZETA126,173 shares · 0.1% of their software · price −$559K$2.0MFlat
- MorningstarMORN11,840 shares · 0.1% of their software · price −$571K$2.0M+$637K
- Life360, Inc.LIF48,838 shares · 0.1% of their software · price −$1.1M$2.0MFlat
- UiPathPATH179,572 shares · 0.1% of their software · price −$950K$2.0M+$1.3M
- PhreesiaPHR234,416 shares · 0.1% of their software · price −$2.0M$2.0M−$590K
- DescartesDSGX27,200 shares · 0.1% of their software$1.9MFlat
- AppFolioAPPF8,516 shares · 0.0% of their software · price −$637K$1.3M+$1.6M
- ePlus inc.PLUS17,322 shares · 0.0% of their software$1.3MNew · +$1.5M
- ZoomInfoZI206,366 shares · 0.0% of their software$1.2M—
- BlackLineBL33,240 shares · 0.0% of their software · price −$608K$1.2M−$1.7M
- DoubleVerifyDV129,460 shares · 0.0% of their software$1.2MFlat
- YextYEXT286,623 shares · 0.0% of their software · price −$1.2M$1.1M+$1.1M
- PowerFleet, Inc.AIOT351,555 shares · 0.0% of their software · price −$787K$1.1MFlat
- SPS CommerceSPSC19,007 shares · 0.0% of their software · price −$636K$1.1MFlat
- ACI WorldwideACIW25,473 shares · 0.0% of their software$1.0MFlat
- Alarm.com Holdings, Inc.ALRM24,023 shares · 0.0% of their software$1.0MFlat
- PAR Technology CorporationPAR77,204 shares · 0.0% of their software · price −$1.8M$1.0M+$1.2M
- GigaCloud Technology Inc.GCT20,749 shares · 0.0% of their software$942K−$1.1M
- SailPointSAIL59,588 shares · 0.0% of their software$789KFlat
- Paysign, Inc.PAYS126,455 shares · 0.0% of their software$746KFlat
- FreshworksFRSH89,191 shares · 0.0% of their software$716K+$518K
- Clearwater AnalyticsCWAN28,068 shares · 0.0% of their software$664K—
- Viant Technology Inc.DSP55,595 shares · 0.0% of their software$623KFlat
- QualysQLYS6,683 shares · 0.0% of their software$587K−$975K
- Bandwidth Inc.BAND30,535 shares · 0.0% of their software$544KFlat
- NIQ Global Intelligence plcNIQ47,017 shares · 0.0% of their software$535KFlat
- Intapp, Inc.INTA17,945 shares · 0.0% of their software$461KFlat
- VertexVERX38,341 shares · 0.0% of their software$456KFlat
- Telos CorporationTLS107,561 shares · 0.0% of their software$451KFlat
- Rimini Street, Inc.RMNI134,387 shares · 0.0% of their software$441KFlat
- Five9FIVN28,605 shares · 0.0% of their software$434KFlat
- SchrödingerSDGR37,009 shares · 0.0% of their software$420KFlat
- EverCommerceEVCM36,667 shares · 0.0% of their software$419KNew · Flat
- TeradataTDC16,260 shares · 0.0% of their software$417KFlat
- CourseraCOUR70,177 shares · 0.0% of their software$408KFlat
- AlkamiALKT25,950 shares · 0.0% of their software$407KNew · +$599K
- FastlyFSLY13,846 shares · 0.0% of their software$402KNew · Flat
- NextNav Inc.NN24,482 shares · 0.0% of their software$392KFlat
- Clear Secure, Inc.YOU8,074 shares · 0.0% of their software$391KNew · Flat
- DropboxDBX16,939 shares · 0.0% of their software$385K−$1.2M
- Grindr Inc.GRND29,814 shares · 0.0% of their software$360KFlat
- CCC Intelligent Solutions Holdings Inc.CCC58,368 shares · 0.0% of their software$350K−$833K
- AmplitudeAMPL49,684 shares · 0.0% of their software$339KFlat
- AppianAPPN13,730 shares · 0.0% of their software$331KFlat
- Netskope, Inc.NTSK37,992 shares · 0.0% of their software$323KNew · +$666K
- StoneCo Ltd.STNE22,147 shares · 0.0% of their software$313K−$6.3M
- Upbound Group, Inc.UPBD15,739 shares · 0.0% of their software$284KNew · Flat
- Red Violet, Inc.RDVT8,148 shares · 0.0% of their software$282KFlat
- DomoDOMO91,750 shares · 0.0% of their software$281K—
- WixWIX3,097 shares · 0.0% of their software$279K−$1.7M
- PagSeguro Digital Ltd.PAGS26,632 shares · 0.0% of their software$267K−$1.3M
- Consensus Cloud Solutions, Inc.CCSI11,237 shares · 0.0% of their software$267KNew · Flat
- RingCentralRNG7,042 shares · 0.0% of their software$262KNew · Flat
- SoundHound AI, Inc.SOUN37,829 shares · 0.0% of their software$260K−$528K
- KlaviyoKVYO12,814 shares · 0.0% of their software$249KFlat
- International Money Express, Inc.IMXI15,476 shares · 0.0% of their software$245KFlat
- Immersion CorporationIMMR42,900 shares · 0.0% of their software$234KFlat
- NetScout Systems, Inc.NTCT7,125 shares · 0.0% of their software$227KNew · Flat
- Airship AI Holdings, Inc.AISP85,200 shares · 0.0% of their software$193KFlat
- Rackspace Technology, Inc.RXT172,000 shares · 0.0% of their software$169KFlat
- AvePointAVPT14,085 shares · 0.0% of their software$134KNew · Flat
- VTEXVTEX32,200 shares · 0.0% of their software$129KNew · Flat
- Pagaya Technologies Ltd.PGY10,672 shares · 0.0% of their software$124K−$721K
- C3.aiAI13,258 shares · 0.0% of their software$112KFlat
- BlackBerry LimitedBB30,927 shares · 0.0% of their software$100KFlat
- Xperi Inc.XPER12,103 shares · 0.0% of their software$68KFlat
- SprinklrCXM11,281 shares · 0.0% of their software$68KNew · Flat
- CertaraCERT11,316 shares · 0.0% of their software$65KNew · Flat
- Blend Labs, Inc.BLND18,424 shares · 0.0% of their software$31KFlat
- Alight, Inc.ALIT38,703 shares · 0.0% of their software$23KFlat
