Generalist · Tallahassee, FL
State Board of Administration of Florida Retirement System
Q3 2025 · compared with Q2 2025
Filed as State Board Of Administration Of Florida Retirement System
- Software
- $7.3B
- Weight of 13F
- 12.7%
- Names
- 170
- Net bought
- −$409M
Filed 14 November 2025 · SEC filing.
2,084 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 2026172 names$5.1B−$93.2M
- Q1 2026168 names$4.9B−$40.1M
- Q4 2025173 names$6.4B+$498M
- Q3 2025170 names$7.3B−$409M
- Q2 2025171 names$7.4B+$59.3M
- Q1 2025170 names$5.9B+$16.8M
- Q4 2024171 names$6.5B+$74.7M
- Q3 2024171 names$6.2B+$65.6M
- Q2 2024167 names$6.3B−$661M
- Q1 2024149 names$4.8B+$255M
- Q4 2023172 names$6.0B+$32.9M
- Q3 2023164 names$5.0B−$68.9M
- Q2 2023166 names$5.3B−$168M
- Q1 2023149 names$4.8B−$28.0M
- Q4 2022152 names$4.1B−$10.1M
- Q3 2022143 names$4.0B+$117M
- Q2 2022143 names$4.3B+$50.7M
- Q1 2022136 names$5.6B−$80.2M
- Q4 2021133 names$6.4B+$18.6M
- Q3 2021130 names$5.9B−$93.5M
- Q2 2021128 names$5.8B+$728M
- Q1 2021123 names$5.1B−$166M
- Q4 2020122 names$5.2B−$8.3M
- Q3 2020113 names$4.8B+$6.6M
- Q2 2020112 names$4.4B+$94.7M
- Q1 202099 names$3.2B+$80.8M
- Q4 201996 names$3.3B+$21.4M
- Q3 201993 names$3.0B+$17.5M
- Q2 201993 names$3.0B+$13.6M
- Q1 201989 names$2.8B−$5.6M
- Q4 201887 names$2.3B−$3.5M
- Q3 201886 names$2.7B−$19.6M
- Q2 201885 names$2.3B+$40.3M
- Q1 201882 names$2.1B−$40.1M
- Q4 201783 names$2.0B−$52.6M
- Q3 201782 names$1.9B−$3.6M
- Q2 201782 names$1.8B+$24.0M
- Q1 201766 names$1.6B−$7.8M
- Q4 201666 names$1.5BFlat
- Q3 201667 names$1.5B−$18.8M
- Q2 201663 names$1.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,753,029 shares · 48.2% of their software · price +$139M$3.5B−$209M
- OracleORCL1,513,231 shares · 5.9% of their software · price +$94.7M$426M−$12.7M
- PalantirPLTR2,001,600 shares · 5.0% of their software · price +$92.3M$365M−$14.4M
- SalesforceCRM849,015 shares · 2.8% of their software · price −$30.3M$201M−$16.1M
- Uber Technologies, Inc.UBER1,846,294 shares · 2.5% of their software · price +$8.6M$181M−$12.2M
- ServiceNowNOW192,457 shares · 2.4% of their software · price −$20.7M$177M−$11.8M
- IntuitINTU249,992 shares · 2.4% of their software · price −$26.2M$171M−$13.4M
- AppLovinAPP219,566 shares · 2.2% of their software · price +$80.9M$158M−$8.3M
- AdobeADBE388,242 shares · 1.9% of their software · price −$13.3M$137M−$11.9M
- Palo Alto NetworksPANW600,622 shares · 1.7% of their software · price −$613K$122M−$5.8M
- CrowdStrikeCRWD224,604 shares · 1.5% of their software · price −$4.3M$110M−$3.6M
- Automatic Data Processing, Inc.ADP369,114 shares · 1.5% of their software · price −$5.5M$108M−$8.3M
- CadenceCDNS247,143 shares · 1.2% of their software · price +$10.7M$86.8M−$5.6M
- SynopsysSNPS170,745 shares · 1.2% of their software · price −$3.3M$84.2M+$10.5M
- Strategy IncMSTR241,215 shares · 1.1% of their software · price −$19.8M$77.7MFlat
- SnowflakeSNOW289,606 shares · 0.9% of their software · price +$515K$65.3M−$6.0M
- Fiserv, Inc.FISV500,172 shares · 0.9% of their software · price −$21.7M$64.5M−$8.6M
- CloudflareNET284,516 shares · 0.8% of their software · price +$5.3M$61.1M−$2.8M
- AutodeskADSK190,758 shares · 0.8% of their software · price +$1.5M$60.6M−$5.3M
- FortinetFTNT594,631 shares · 0.7% of their software · price −$12.9M$50.0M−$3.8M
- Roper Technologies, Inc.ROP93,994 shares · 0.6% of their software · price −$6.4M$46.9M−$4.2M
- WorkdayWDAY189,642 shares · 0.6% of their software$45.7M−$3.3M
- DatadogDDOG278,019 shares · 0.5% of their software · price +$2.2M$39.6M−$1.8M
- VeevaVEEV131,826 shares · 0.5% of their software · price +$1.3M$39.3M−$2.8M
- Paychex, Inc.PAYX290,356 shares · 0.5% of their software · price −$5.4M$36.8M−$3.5M
- Block, Inc.XYZ503,008 shares · 0.5% of their software · price +$2.2M$36.4M−$3.1M
- Fair IsaacFICO22,958 shares · 0.5% of their software · price −$7.6M$34.4M−$2.6M
- CoStarCSGP391,353 shares · 0.5% of their software · price +$1.6M$33.0M−$1.5M
- VeriskVRSK129,563 shares · 0.4% of their software · price −$7.8M$32.6M−$2.3M
- ZscalerZS90,793 shares · 0.4% of their software · price −$1.3M$27.2M−$1.1M
- BroadridgeBR104,914 shares · 0.3% of their software · price −$510K$25.0M−$2.2M
- AtlassianTEAM149,823 shares · 0.3% of their software · price −$6.5M$23.9M−$1.3M
- HubSpotHUBS48,901 shares · 0.3% of their software · price −$4.3M$22.9M−$1.9M
- NetApp, Inc.NTAP190,833 shares · 0.3% of their software · price +$2.3M$22.6M−$655K
- PTCPTC109,283 shares · 0.3% of their software · price +$3.4M$22.2M−$1.6M
- MongoDBMDB70,972 shares · 0.3% of their software · price +$7.1M$22.0MFlat
- Tyler TechnologiesTYL42,088 shares · 0.3% of their software · price −$2.9M$22.0M−$862K
- The Trade DeskTTD410,689 shares · 0.3% of their software · price −$9.4M$20.1M−$1.3M
- VeriSign, Inc.VRSN70,641 shares · 0.3% of their software · price −$652K$19.7M−$757K
- TrimbleTRMB240,523 shares · 0.3% of their software · price +$1.4M$19.6M−$1.4M
- ZoomZM237,822 shares · 0.3% of their software · price +$1.1M$19.6M−$1.6M
- GoDaddyGDDY130,772 shares · 0.2% of their software · price −$5.7M$17.9M−$1.8M
- NutanixNTNX238,172 shares · 0.2% of their software$17.7M−$802K
- SS&CSSNC198,258 shares · 0.2% of their software · price +$1.2M$17.6M−$1.6M
- GuidewireGWRE73,040 shares · 0.2% of their software$16.8M−$1.0M
- Corpay, Inc.CPAY58,246 shares · 0.2% of their software · price −$2.5M$16.8M−$2.8M
- Gen DigitalGEN546,171 shares · 0.2% of their software · price −$552K$15.5M−$1.4M
- ToastTOST415,769 shares · 0.2% of their software · price −$3.2M$15.2MFlat
- F5, Inc.FFIV45,467 shares · 0.2% of their software · price +$1.3M$14.7M−$1.2M
- TwilioTWLO140,123 shares · 0.2% of their software · price −$3.4M$14.0M−$3.2M
- OktaOKTA148,177 shares · 0.2% of their software · price −$1.2M$13.6M−$572K
- DocuSignDOCU187,511 shares · 0.2% of their software · price −$1.1M$13.5M−$1.0M
- DynatraceDT250,996 shares · 0.2% of their software · price −$1.7M$12.2MFlat
- Manhattan AssociatesMANH55,552 shares · 0.2% of their software$11.4M−$792K
- UnityU281,887 shares · 0.2% of their software · price +$4.5M$11.3MFlat
- DuolingoDUOL33,671 shares · 0.1% of their software · price −$3.0M$10.8M−$764K
- Amdocs LimitedDOX127,666 shares · 0.1% of their software · price −$1.2M$10.5MFlat
- PaycomPAYC50,272 shares · 0.1% of their software · price −$1.2M$10.5MFlat
- AkamaiAKAM137,478 shares · 0.1% of their software · price −$550K$10.4M−$789K
- FactSetFDS34,783 shares · 0.1% of their software · price −$5.6M$10.0MFlat
- DoximityDOCS124,461 shares · 0.1% of their software · price +$1.5M$9.1MFlat
- Bentley SystemsBSY164,742 shares · 0.1% of their software$8.5M+$707K
- Lyft, Inc.LYFT321,695 shares · 0.1% of their software · price +$2.0M$7.1MFlat
- PaylocityPCTY41,780 shares · 0.1% of their software · price −$916K$6.7MFlat
- ElasticESTC76,522 shares · 0.1% of their software$6.5MFlat
- Rubrik, Inc.RBRK76,970 shares · 0.1% of their software · price −$565K$6.3MFlat
- SamsaraIOT168,496 shares · 0.1% of their software$6.3M+$549K
- DropboxDBX203,895 shares · 0.1% of their software$6.2M−$567K
- ProcorePCOR80,445 shares · 0.1% of their software$5.9MFlat
- MorningstarMORN23,540 shares · 0.1% of their software · price −$1.9M$5.5MFlat
- WEX Inc.WEX31,398 shares · 0.1% of their software$4.9M−$541K
- BILLBILL91,997 shares · 0.1% of their software · price +$617K$4.9MFlat
- AppFolioAPPF17,666 shares · 0.1% of their software · price +$802K$4.9MFlat
- InterDigital, Inc.IDCC13,991 shares · 0.1% of their software · price +$1.7M$4.8MFlat
- PegasystemsPEGA81,492 shares · 0.1% of their software$4.7M−$622K
- GitLabGTLB102,015 shares · 0.1% of their software$4.6MFlat
- UiPathPATH322,914 shares · 0.1% of their software$4.3MFlat
- SentinelOneS222,735 shares · 0.1% of their software$3.9MFlat
- Euronet Worldwide, Inc.EEFT41,179 shares · 0.0% of their software · price −$559K$3.6M−$775K
- Shift4 Payments, Inc.FOUR46,549 shares · 0.0% of their software · price −$1.0M$3.6MFlat
- Adeia Inc.ADEA183,048 shares · 0.0% of their software$3.1MFlat
- ZoomInfoZI240,959 shares · 0.0% of their software$2.6MFlat
- A10 Networks, Inc.ATEN130,741 shares · 0.0% of their software$2.4MFlat
- SprinklrCXM292,316 shares · 0.0% of their software$2.3M+$1.7M
- RingCentralRNG79,266 shares · 0.0% of their software$2.2MFlat
- TeradataTDC102,605 shares · 0.0% of their software$2.2MFlat
- CommvaultCVLT11,549 shares · 0.0% of their software$2.2MFlat
- CCC Intelligent Solutions Holdings Inc.CCC217,235 shares · 0.0% of their software$2.0MFlat
- nCinoNCNO70,727 shares · 0.0% of their software$1.9MFlat
- ACI WorldwideACIW35,319 shares · 0.0% of their software$1.9MFlat
- VaronisVRNS31,038 shares · 0.0% of their software$1.8MFlat
- StoneCo Ltd.STNE83,123 shares · 0.0% of their software$1.6MFlat
- BlackLineBL26,491 shares · 0.0% of their software$1.4MFlat
- BoxBOX40,260 shares · 0.0% of their software$1.3MFlat
- CertaraCERT103,762 shares · 0.0% of their software$1.3MFlat
- Q2QTWO16,187 shares · 0.0% of their software$1.2MFlat
- WorkivaWK13,540 shares · 0.0% of their software$1.2MFlat
- QualysQLYS8,666 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV95,185 shares · 0.0% of their software$1.1MFlat
- Check PointCHKP5,387 shares · 0.0% of their software$1.1MFlat
- SoundHound AI, Inc.SOUN68,980 shares · 0.0% of their software$1.1MFlat
- Calix, Inc.CALX16,883 shares · 0.0% of their software$1.0MFlat
- OneSpan Inc.OSPN63,776 shares · 0.0% of their software$1.0M+$871K
- TenableTENB32,610 shares · 0.0% of their software$951KFlat
- SPS CommerceSPSC9,089 shares · 0.0% of their software$947KFlat
- MagniteMGNI38,231 shares · 0.0% of their software$833KFlat
- Clear Secure, Inc.YOU23,800 shares · 0.0% of their software$794KFlat
- BlackbaudBLKB12,318 shares · 0.0% of their software$792KFlat
- Zeta GlobalZETA39,270 shares · 0.0% of their software$780KFlat
- EVERTEC, Inc.EVTC21,441 shares · 0.0% of their software$724KFlat
- NCR Atleos CorporationNATL18,362 shares · 0.0% of their software$722KFlat
- Alarm.com Holdings, Inc.ALRM13,591 shares · 0.0% of their software$721KFlat
- Grab Holdings LimitedGRAB118,500 shares · 0.0% of their software$713KFlat
- Agilysys, Inc.AGYS6,517 shares · 0.0% of their software$686KFlat
- AvePointAVPT43,900 shares · 0.0% of their software$659KFlat
- DigitalOceanDOCN18,046 shares · 0.0% of their software$616KFlat
- WixWIX3,448 shares · 0.0% of their software$612KFlat
- Remitly Global, Inc.RELY37,330 shares · 0.0% of their software$608KFlat
- PagSeguro Digital Ltd.PAGS56,700 shares · 0.0% of their software$567KFlat
- Dave Inc.DAVE2,746 shares · 0.0% of their software$547KFlat
- FreshworksFRSH46,260 shares · 0.0% of their software$544KFlat
- ProgressPRGS12,376 shares · 0.0% of their software$544KFlat
- ePlus inc.PLUS7,504 shares · 0.0% of their software$533KFlat
- Clearwater AnalyticsCWAN28,826 shares · 0.0% of their software$519KFlat
- LiveRamp Holdings, Inc.RAMP18,789 shares · 0.0% of their software$510KFlat
- NetScout Systems, Inc.NTCT19,479 shares · 0.0% of their software$503KFlat
- i3 Verticals, Inc.IIIV15,153 shares · 0.0% of their software$492KNew · Flat
- Five9FIVN19,887 shares · 0.0% of their software$481K−$1.3M
- monday.comMNDY2,480 shares · 0.0% of their software$480KFlat
- Payoneer Global Inc.PAYO75,660 shares · 0.0% of their software$458KFlat
- Core Scientific, Inc.CORZ25,500 shares · 0.0% of their software$457KFlat
- CourseraCOUR37,224 shares · 0.0% of their software$436KFlat
- BrazeBRZE14,960 shares · 0.0% of their software$425KFlat
- PagerDutyPD25,338 shares · 0.0% of their software$419KFlat
- FlywireFLYW27,620 shares · 0.0% of their software$374KFlat
- Upbound Group, Inc.UPBD15,737 shares · 0.0% of their software$372KFlat
- Alight, Inc.ALIT113,690 shares · 0.0% of their software$371KFlat
- C3.aiAI21,144 shares · 0.0% of their software$367KFlat
- Donnelley Financial Solutions, Inc.DFIN7,079 shares · 0.0% of their software$364KFlat
- AppianAPPN11,715 shares · 0.0% of their software$358KFlat
- PhreesiaPHR14,729 shares · 0.0% of their software$346KFlat
- eGain CorporationEGAN39,141 shares · 0.0% of their software$341KFlat
- Rapid7RPD17,061 shares · 0.0% of their software$320KFlat
- SchrödingerSDGR15,552 shares · 0.0% of their software$312KFlat
- YextYEXT36,498 shares · 0.0% of their software$311KFlat
- AsanaASAN22,693 shares · 0.0% of their software$303KFlat
- PAR Technology CorporationPAR7,602 shares · 0.0% of their software$301KFlat
- Life360, Inc.LIF2,785 shares · 0.0% of their software$296KNew · Flat
- Intapp, Inc.INTA7,200 shares · 0.0% of their software$294KFlat
- FastlyFSLY33,854 shares · 0.0% of their software$289KFlat
- AlkamiALKT11,340 shares · 0.0% of their software$282KFlat
- DescartesDSGX2,845 shares · 0.0% of their software$268K−$508K
- SailPointSAIL11,023 shares · 0.0% of their software$243KNew · Flat
- PDF Solutions, Inc.PDFS8,987 shares · 0.0% of their software$232KNew · Flat
- NextNav Inc.NN15,690 shares · 0.0% of their software$224KFlat
- AmplitudeAMPL19,470 shares · 0.0% of their software$209KFlat
- Digital TurbineAPPS32,057 shares · 0.0% of their software$205KFlat
- Sabre CorporationSABR104,238 shares · 0.0% of their software$191KFlat
- Grindr Inc.GRND11,740 shares · 0.0% of their software$176KFlat
- Sprout SocialSPT13,601 shares · 0.0% of their software$176KFlat
- N-ableNABL20,010 shares · 0.0% of their software$156KFlat
- Cerence Inc.CRNC11,516 shares · 0.0% of their software$143KFlat
- Ribbon Communications Inc.RBBN37,543 shares · 0.0% of their software$143KFlat
- Blend Labs, Inc.BLND36,110 shares · 0.0% of their software$132KFlat
- Commerce.com, Inc.CMRC26,185 shares · 0.0% of their software$131KFlat
- Repay Holdings CorporationRPAY23,195 shares · 0.0% of their software$121KFlat
- Mitek Systems, Inc.MITK12,210 shares · 0.0% of their software$119KFlat
- PubMaticPUBM12,430 shares · 0.0% of their software$103KFlat
- 8x8EGHT44,108 shares · 0.0% of their software$94KFlat
- Xperi Inc.XPER12,170 shares · 0.0% of their software$79KFlat