New York State Common Retirement Fund Software—Application

New York State Common Retirement Fund

$74.9 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRM Salesforce, Inc.	$237B	$269 Million 0.36% of portfolio	1,135,862	Q3 2025 Reduced 5.55%
UBER Uber Technologies, Inc	$181B	$240 Million 0.32% of portfolio	2,452,303	Q3 2025 Reduced 6.68%
APP App Lovin Corp	$163B	$231 Million 0.31% of portfolio	321,094	Q3 2025 Reduced 7.32%
NOW Service Now, Inc.	$169B	$222 Million 0.3% of portfolio	240,997	Q3 2025 Reduced 7.32%
INTU Intuit Inc	$182B	$217 Million 0.29% of portfolio	318,231	Q3 2025 Reduced 5.52%
CDNS Cadence Design Systems Inc	$86.4B	$133 Million 0.18% of portfolio	378,993	Q3 2025 Reduced 6.59%
SNOW Snowflake Inc.	$82.2B	$95.7 Million 0.13% of portfolio	424,438	Q3 2025 Added 3.52%
MSTR Microstrategy Inc	$1.87B	$90.9 Million 0.12% of portfolio	282,150	Q3 2025 Added 0.25%
ADSK Autodesk, Inc.	$53.1B	$79.1 Million 0.11% of portfolio	321,717	Q3 2025 Added 1.22%

WDAY Workday, Inc.	$46.4B	$61.3 Million 0.08% of portfolio	254,700	Q3 2025 Added 2.08%
PTC Ptc Inc.	$20.5B	$48.1 Million 0.06% of portfolio	236,790	Q3 2025 Added 7.41%
SHOP Shopify Inc.	$174B	$44.5 Million 0.06% of portfolio	299,469	Q3 2025 Added 10.23%
COIN Coinbase Global, Inc.	$40.3B	$40.2 Million 0.05% of portfolio	118,976	Q3 2025 Added 11.16%
DDOG Datadog, Inc.	$53.8B	$37.2 Million 0.05% of portfolio	261,037	Q3 2025 Reduced 47.75%
PCOR Procore Technologies, Inc.	$10.3B	$36.4 Million 0.05% of portfolio	499,628	Q3 2025 Added 5.81%
GWRE Guidewire Software, Inc.	$18.7B	$35.1 Million 0.05% of portfolio	152,521	Q3 2025 Reduced 57.52%
TYL Tyler Technologies Inc	$19.5B	$27.1 Million 0.04% of portfolio	51,855	Q3 2025 Reduced 59.91%
AGYS Agilysys Inc	$3.25B	$25 Million 0.03% of portfolio	237,526	Q3 2025 Reduced 44.46%

FROG J Frog LTD	$5.87B	$21 Million 0.03% of portfolio	443,223	Q3 2025 Added 5.59%
FICO Fair Isaac Corp	$44B	$18.2 Million 0.02% of portfolio	12,161	Q3 2025 Reduced 16.48%
NICE Nice Ltd.	$8.47B	$17.8 Million 0.02% of portfolio	122,853	Q3 2025 Added 33.58%
DOCU Docusign, Inc.	$13.6B	$17.8 Million 0.02% of portfolio	246,613	Q3 2025 Reduced 0.48%
APPF Appfolio Inc	$5B	$15.9 Million 0.02% of portfolio	57,619	Q3 2025 Reduced 74.36%
GTLB Gitlab Inc.	$3.86B	$15.5 Million 0.02% of portfolio	344,264	Q3 2025 Reduced 32.2%
PEGA Pegasystems Inc	$4.67B	$14.8 Million 0.02% of portfolio	257,533	Q3 2025 Reduced 33.55%
ZM Zoom Video Communications, Inc.	$21.1B	$13.9 Million 0.02% of portfolio	168,818	Q3 2025 Added 0.66%
ZETA Zeta Global Holdings Corp.	$3.16B	$13.6 Million 0.02% of portfolio	684,303	Q3 2025 Added 235.76%
HUBS Hubspot Inc	$19B	$13.6 Million 0.02% of portfolio	29,043	Q3 2025 Reduced 18.84%
CALX Calix, Inc	$3.84B	$13.3 Million 0.02% of portfolio	216,878	Q3 2025 Reduced 21.24%
BSY Bentley Systems Inc	$11.9B	$13 Million 0.02% of portfolio	251,568	Q3 2025 Reduced 3.01%
BLKB Blackbaud Inc	$3.25B	$11.9 Million 0.02% of portfolio	185,023	Q3 2025 Reduced 38.39%
ESTC Elastic N.V.	$8.64B	$11.3 Million 0.02% of portfolio	133,663	Q3 2025 Reduced 31.38%
INTA Intapp, Inc.	$2.71B	$11.1 Million 0.01% of portfolio	272,410	Q3 2025 Reduced 33.31%
TTD Trade Desk, Inc.	$18.6B	$11 Million 0.01% of portfolio	223,962	Q3 2025 Reduced 0.16%
SSNC Ss&C Technologies Holdings Inc	$21.3B	$10.3 Million 0.01% of portfolio	115,996	Q2 2025 Added 1.12%
VERX Vertex, Inc.	$977M	$9.54 Million 0.01% of portfolio	384,709	Q3 2025 Reduced 56.19%
BL Blackline, Inc.	$3.26B	$8.91 Million 0.01% of portfolio	167,756	Q3 2025 Added 5.87%
COMP Compass, Inc.	$3.88B	$8.67 Million 0.01% of portfolio	1,079,933	Q3 2025 Added 648.38%
SRAD Sportradar Group Ag	$4.61B	$7.64 Million 0.01% of portfolio	283,958	Q3 2025 Reduced 54.32%
CWAN Clearwater Analytics Holdings, Inc.	$1.11B	$7.19 Million 0.01% of portfolio	398,795	Q3 2025 Reduced 75.67%
DT Dynatrace, Inc.	$13.5B	$7.16 Million 0.01% of portfolio	147,825	Q3 2025 Reduced 1.47%
MANH Manhattan Associates Inc	$11.1B	$7.13 Million 0.01% of portfolio	34,779	Q3 2025 Reduced 84.72%
MNDY Monday.Com Ltd.	$7.02B	$6.63 Million 0.01% of portfolio	34,211	Q2 2025 Added 6,154.3%
U Unity Software Inc.	$11B	$6.61 Million 0.01% of portfolio	165,174	Q3 2025 Added 2.48%
PLUS Eplus Inc	$2.43B	$6.59 Million 0.01% of portfolio	92,772	Q2 2025 Reduced 7.68%
DUOL Duolingo, Inc.	$5.67B	$6.46 Million 0.01% of portfolio	20,067	Q3 2025 Reduced 53.87%
LYFT Lyft, Inc.	$7.96B	$6.03 Million 0.01% of portfolio	273,972	Q3 2025 Added 9.51%
PAYC Paycom Software, Inc.	$9.97B	$5.86 Million 0.01% of portfolio	28,147	Q3 2025 Reduced 83.49%
CDAY Ceridian Hcm Holding Inc.	$9.88B	$5.48 Million 0.01% of portfolio	84,829	Q3 2025 Reduced 0.47%
DJCO Daily Journal Corp	$551M	$5.34 Million 0.01% of portfolio	11,483	Q3 2025 Added 26.76%

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