Generalist · Tallahassee, FL
State Board of Administration of Florida Retirement System
Q4 2025 · compared with Q3 2025
Filed as State Board Of Administration Of Florida Retirement System
- Software
- $6.4B
- Weight of 13F
- 11.4%
- Names
- 173
- Net bought
- +$498M
Filed 12 February 2026 · SEC filing.
2,073 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
- MicrosoftMSFT6,560,549 shares · 49.3% of their software · price −$225M$3.2B−$99.7M
- PalantirPLTR1,944,036 shares · 5.4% of their software · price −$9.1M$346M−$10.5M
- OracleORCL1,492,691 shares · 4.5% of their software · price −$129M$291M−$5.8M
- SalesforceCRM826,913 shares · 3.4% of their software · price +$23.1M$219M−$5.2M
- IntuitINTU242,911 shares · 2.5% of their software · price −$5.0M$161M−$4.8M
- Uber Technologies, Inc.UBER1,783,065 shares · 2.3% of their software · price −$29.0M$146M−$6.2M
- AppLovinAPP212,483 shares · 2.2% of their software · price −$9.5M$143M−$5.1M
- ServiceNowNOW932,075 shares · 2.2% of their software · price −$715M$143M+$681M
- AdobeADBE377,378 shares · 2.1% of their software · price −$1.0M$132M−$3.8M
- Palo Alto NetworksPANW586,948 shares · 1.7% of their software · price −$11.4M$108M−$2.8M
- CrowdStrikeCRWD218,736 shares · 1.6% of their software · price −$4.7M$103M−$2.9M
- Automatic Data Processing, Inc.ADP364,334 shares · 1.5% of their software · price −$13.2M$93.7M−$1.4M
- SynopsysSNPS164,140 shares · 1.2% of their software · price −$3.9M$77.1M−$3.3M
- CadenceCDNS240,297 shares · 1.2% of their software · price −$9.3M$75.1M−$2.4M
- SnowflakeSNOW288,888 shares · 1.0% of their software · price −$1.8M$63.4MFlat
- AutodeskADSK184,203 shares · 0.8% of their software · price −$4.0M$54.5M−$2.1M
- CloudflareNET275,831 shares · 0.8% of their software · price −$4.8M$54.4M−$1.9M
- FortinetFTNT558,161 shares · 0.7% of their software · price −$2.6M$44.3M−$3.1M
- Roper Technologies, Inc.ROP94,674 shares · 0.7% of their software · price −$5.1M$42.1MFlat
- WorkdayWDAY186,212 shares · 0.6% of their software · price −$4.8M$40.0M−$826K
- DatadogDDOG273,101 shares · 0.6% of their software · price −$1.8M$37.1M−$700K
- Fair IsaacFICO21,840 shares · 0.6% of their software · price +$4.2M$36.9M−$1.7M
- Strategy IncMSTR236,780 shares · 0.6% of their software · price −$40.3M$36.0M−$1.4M
- Fiserv, Inc.FISV476,383 shares · 0.5% of their software · price −$29.4M$32.0M−$3.1M
- Paychex, Inc.PAYX281,522 shares · 0.5% of their software · price −$4.1M$31.6M−$1.1M
- Block, Inc.XYZ470,500 shares · 0.5% of their software · price −$3.4M$30.6M−$2.3M
- MongoDBMDB71,090 shares · 0.5% of their software · price +$7.8M$29.8MFlat
- VeevaVEEV131,396 shares · 0.5% of their software · price −$9.8M$29.3MFlat
- VeriskVRSK127,073 shares · 0.4% of their software · price −$3.5M$28.4M−$626K
- CoStarCSGP376,003 shares · 0.4% of their software · price −$6.4M$25.3M−$1.3M
- AtlassianTEAM147,759 shares · 0.4% of their software$24.0MFlat
- BroadridgeBR103,194 shares · 0.4% of their software · price −$1.5M$23.0MFlat
- ZoomZM229,486 shares · 0.3% of their software · price +$870K$19.8M−$688K
- ZscalerZS87,999 shares · 0.3% of their software · price −$6.6M$19.8M−$837K
- NetApp, Inc.NTAP184,743 shares · 0.3% of their software · price −$2.1M$19.8M−$721K
- HubSpotHUBS48,551 shares · 0.3% of their software · price −$3.2M$19.5MFlat
- Tyler TechnologiesTYL41,868 shares · 0.3% of their software · price −$2.9M$19.0MFlat
- TwilioTWLO133,122 shares · 0.3% of their software · price +$5.6M$18.9M−$701K
- PTCPTC106,073 shares · 0.3% of their software · price −$3.1M$18.5M−$652K
- Corpay, Inc.CPAY58,246 shares · 0.3% of their software · price +$750K$17.5MFlat
- TrimbleTRMB220,409 shares · 0.3% of their software · price −$727K$17.3M−$1.6M
- VeriSign, Inc.VRSN70,641 shares · 0.3% of their software · price −$2.6M$17.2MFlat
- SS&CSSNC186,546 shares · 0.3% of their software$16.3M−$1.0M
- The Trade DeskTTD401,934 shares · 0.2% of their software · price −$4.4M$15.3MFlat
- GoDaddyGDDY121,611 shares · 0.2% of their software · price −$1.6M$15.1M−$1.3M
- ToastTOST411,939 shares · 0.2% of their software$14.6MFlat
- GuidewireGWRE71,753 shares · 0.2% of their software · price −$2.1M$14.4MFlat
- Gen DigitalGEN482,151 shares · 0.2% of their software · price −$579K$13.1M−$1.8M
- OktaOKTA145,707 shares · 0.2% of their software · price −$762K$12.6MFlat
- DocuSignDOCU180,477 shares · 0.2% of their software · price −$666K$12.3M−$507K
- F5, Inc.FFIV47,807 shares · 0.2% of their software · price −$3.2M$12.2M+$756K
- UnityU275,807 shares · 0.2% of their software · price +$1.1M$12.2MFlat
- NutanixNTNX230,958 shares · 0.2% of their software · price −$5.2M$11.9M−$537K
- DynatraceDT253,666 shares · 0.2% of their software · price −$1.3M$11.0MFlat
- AkamaiAKAM120,974 shares · 0.2% of their software · price +$1.4M$10.6M−$1.3M
- Amdocs LimitedDOX119,695 shares · 0.1% of their software$9.6M−$654K
- FactSetFDS32,480 shares · 0.1% of their software$9.4M−$660K
- Manhattan AssociatesMANH53,862 shares · 0.1% of their software · price −$1.7M$9.3MFlat
- SamsaraIOT238,300 shares · 0.1% of their software$8.4M+$2.6M
- Rubrik, Inc.RBRK104,910 shares · 0.1% of their software · price −$605K$8.0M+$2.3M
- PaycomPAYC48,842 shares · 0.1% of their software · price −$2.4M$7.8MFlat
- Lyft, Inc.LYFT341,485 shares · 0.1% of their software · price −$902K$6.6MFlat
- PaylocityPCTY40,660 shares · 0.1% of their software$6.2MFlat
- ProcorePCOR83,325 shares · 0.1% of their software$6.1MFlat
- DuolingoDUOL32,941 shares · 0.1% of their software · price −$4.8M$5.8MFlat
- ElasticESTC76,002 shares · 0.1% of their software · price −$688K$5.7MFlat
- Bentley SystemsBSY149,579 shares · 0.1% of their software · price −$2.0M$5.7M−$781K
- DoximityDOCS127,871 shares · 0.1% of their software · price −$3.7M$5.7MFlat
- UiPathPATH322,765 shares · 0.1% of their software · price +$972K$5.3MFlat
- MorningstarMORN22,680 shares · 0.1% of their software$4.9MFlat
- BILLBILL89,627 shares · 0.1% of their software$4.9MFlat
- PegasystemsPEGA78,852 shares · 0.1% of their software$4.7MFlat
- DropboxDBX167,426 shares · 0.1% of their software$4.7M−$1.1M
- InterDigital, Inc.IDCC14,609 shares · 0.1% of their software$4.7MFlat
- WEX Inc.WEX30,148 shares · 0.1% of their software$4.5MFlat
- AppFolioAPPF18,126 shares · 0.1% of their software · price −$780K$4.2MFlat
- GitLabGTLB108,235 shares · 0.1% of their software · price −$817K$4.1MFlat
- SentinelOneS234,415 shares · 0.1% of their software · price −$612K$3.5MFlat
- TeradataTDC102,605 shares · 0.0% of their software · price +$916K$3.1MFlat
- Adeia Inc.ADEA180,175 shares · 0.0% of their software$3.1MFlat
- Euronet Worldwide, Inc.EEFT39,839 shares · 0.0% of their software$3.0MFlat
- Shift4 Payments, Inc.FOUR46,549 shares · 0.0% of their software · price −$672K$2.9MFlat
- ZoomInfoZI242,259 shares · 0.0% of their software$2.5MFlat
- A10 Networks, Inc.ATEN130,741 shares · 0.0% of their software$2.3MFlat
- SprinklrCXM295,742 shares · 0.0% of their software$2.3MFlat
- RingCentralRNG79,266 shares · 0.0% of their software$2.3MFlat
- CCC Intelligent Solutions Holdings Inc.CCC253,475 shares · 0.0% of their software$2.0MFlat
- nCinoNCNO70,727 shares · 0.0% of their software$1.8MFlat
- ACI WorldwideACIW35,243 shares · 0.0% of their software$1.7MFlat
- BlackLineBL26,491 shares · 0.0% of their software$1.5MFlat
- CommvaultCVLT11,549 shares · 0.0% of their software · price −$732K$1.4MFlat
- i3 Verticals, Inc.IIIV49,712 shares · 0.0% of their software$1.3M+$1.1M
- BoxBOX40,260 shares · 0.0% of their software$1.2MFlat
- 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$1.2MFlat
- DoubleVerifyDV95,185 shares · 0.0% of their software$1.1MFlat
- VaronisVRNS31,038 shares · 0.0% of their software · price −$766K$1.0MFlat
- StoneCo Ltd.STNE68,464 shares · 0.0% of their software$1.0MFlat
- Check PointCHKP5,387 shares · 0.0% of their software$1,000KFlat
- CertaraCERT103,762 shares · 0.0% of their software$914KFlat
- Calix, Inc.CALX16,883 shares · 0.0% of their software$894KFlat
- DigitalOceanDOCN18,046 shares · 0.0% of their software$868KFlat
- Clear Secure, Inc.YOU23,800 shares · 0.0% of their software$835KFlat
- OneSpan Inc.OSPN63,776 shares · 0.0% of their software$819KFlat
- SPS CommerceSPSC9,089 shares · 0.0% of their software$810KFlat
- Zeta GlobalZETA39,270 shares · 0.0% of their software$799KFlat
- BlackbaudBLKB12,318 shares · 0.0% of their software$780KFlat
- Agilysys, Inc.AGYS6,517 shares · 0.0% of their software$774KFlat
- TenableTENB32,610 shares · 0.0% of their software$767KFlat
- NCR Atleos CorporationNATL18,362 shares · 0.0% of their software$700KFlat
- CoreWeave, Inc.CRWV9,767 shares · 0.0% of their software · price −$637K$699KNew · +$1.3M
- Clearwater AnalyticsCWAN28,826 shares · 0.0% of their software$695KFlat
- Alarm.com Holdings, Inc.ALRM13,591 shares · 0.0% of their software$693KFlat
- SoundHound AI, Inc.SOUN68,980 shares · 0.0% of their software$688KFlat
- ePlus inc.PLUS7,504 shares · 0.0% of their software$658KFlat
- EVERTEC, Inc.EVTC21,441 shares · 0.0% of their software$624KFlat
- MagniteMGNI38,231 shares · 0.0% of their software$620KFlat
- AvePointAVPT43,900 shares · 0.0% of their software$610KFlat
- Dave Inc.DAVE2,746 shares · 0.0% of their software$608KFlat
- Grab Holdings LimitedGRAB118,500 shares · 0.0% of their software$591KFlat
- PagSeguro Digital Ltd.PAGS61,260 shares · 0.0% of their software$591KFlat
- FreshworksFRSH46,260 shares · 0.0% of their software$567KFlat
- LiveRamp Holdings, Inc.RAMP18,789 shares · 0.0% of their software$552KFlat
- eGain CorporationEGAN52,075 shares · 0.0% of their software$536KFlat
- ProgressPRGS12,376 shares · 0.0% of their software$532KFlat
- NetScout Systems, Inc.NTCT19,479 shares · 0.0% of their software$527KFlat
- Remitly Global, Inc.RELY37,330 shares · 0.0% of their software$515KFlat
- BrazeBRZE14,960 shares · 0.0% of their software$513KFlat
- Payoneer Global Inc.PAYO75,660 shares · 0.0% of their software$425KFlat
- AppianAPPN11,715 shares · 0.0% of their software$415KFlat
- Five9FIVN19,887 shares · 0.0% of their software$399KFlat
- FlywireFLYW27,620 shares · 0.0% of their software$391KFlat
- monday.comMNDY2,635 shares · 0.0% of their software$389KFlat
- Core Scientific, Inc.CORZ25,500 shares · 0.0% of their software$371KFlat
- SailPointSAIL17,883 shares · 0.0% of their software$362KFlat
- WixWIX3,448 shares · 0.0% of their software$358KFlat
- FastlyFSLY33,854 shares · 0.0% of their software$345KFlat
- PagerDutyPD25,338 shares · 0.0% of their software$332KFlat
- Donnelley Financial Solutions, Inc.DFIN7,079 shares · 0.0% of their software$331KFlat
- Intapp, Inc.INTA7,200 shares · 0.0% of their software$330KFlat
- AsanaASAN22,693 shares · 0.0% of their software$311KFlat
- YextYEXT36,498 shares · 0.0% of their software$294KFlat
- DescartesDSGX3,345 shares · 0.0% of their software$293KFlat
- C3.aiAI21,144 shares · 0.0% of their software$285KFlat
- SchrödingerSDGR15,552 shares · 0.0% of their software$278KFlat
- Upbound Group, Inc.UPBD15,737 shares · 0.0% of their software$276KFlat
- PAR Technology CorporationPAR7,602 shares · 0.0% of their software$276KFlat
- CourseraCOUR37,224 shares · 0.0% of their software$274KFlat
- AlkamiALKT11,340 shares · 0.0% of their software$262KFlat
- NextNav Inc.NN15,690 shares · 0.0% of their software$261KFlat
- Rapid7RPD17,061 shares · 0.0% of their software$259KFlat
- PDF Solutions, Inc.PDFS8,987 shares · 0.0% of their software$256KFlat
- PhreesiaPHR14,729 shares · 0.0% of their software$249KFlat
- AmplitudeAMPL19,470 shares · 0.0% of their software$225KFlat
- Alight, Inc.ALIT113,690 shares · 0.0% of their software$222KFlat
- Daily Journal CorporationDJCO435 shares · 0.0% of their software$212KNew · Flat
- Digital TurbineAPPS32,057 shares · 0.0% of their software$160KFlat
- Grindr Inc.GRND11,740 shares · 0.0% of their software$159KFlat
- Sprout SocialSPT13,601 shares · 0.0% of their software$153KFlat
- N-ableNABL20,010 shares · 0.0% of their software$150KFlat
- Sabre CorporationSABR104,238 shares · 0.0% of their software$142KFlat
- Mitek Systems, Inc.MITK12,210 shares · 0.0% of their software$129KFlat
- Bakkt, Inc.BKKT12,551 shares · 0.0% of their software$126KNew · Flat
- Cerence Inc.CRNC11,516 shares · 0.0% of their software$123KFlat
- PubMaticPUBM12,430 shares · 0.0% of their software$110KFlat
- Blend Labs, Inc.BLND36,110 shares · 0.0% of their software$110KFlat
- Ribbon Communications Inc.RBBN37,543 shares · 0.0% of their software$108KFlat
- Commerce.com, Inc.CMRC26,185 shares · 0.0% of their software$108KFlat
- 8x8EGHT44,108 shares · 0.0% of their software$87KFlat
- Repay Holdings CorporationRPAY23,195 shares · 0.0% of their software$85KFlat
- Xperi Inc.XPER12,170 shares · 0.0% of their software$71KFlat
- VTEXVTEX16,738 shares · 0.0% of their software$63KNew · Flat