State Of Wisconsin Investment Board Software—Infrastructure

State Of Wisconsin Investment Board

$40.7 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.78T	$1.98 Billion 4.87% of portfolio	3,830,856	Q3 2025 Reduced 2.08%
ORCL Oracle Corp	$593B	$250 Million 0.62% of portfolio	890,489	Q3 2025 Reduced 0.94%
PLTR Palantir Technologies Inc.	$342B	$218 Million 0.54% of portfolio	1,196,352	Q3 2025 Added 3.26%
ADBE Adobe Inc.	$151B	$80.2 Million 0.2% of portfolio	227,400	Q3 2025 Reduced 2.31%
PANW Palo Alto Networks Inc	$61.4B	$71.3 Million 0.18% of portfolio	350,357	Q3 2025 Reduced 0.93%
CRWD Crowd Strike Holdings, Inc.	$115B	$67.7 Million 0.17% of portfolio	138,000	Q3 2025 Added 4.25%
HOOD Robinhood Markets, Inc.	$102B	$54.9 Million 0.13% of portfolio	383,193	Q3 2025 Reduced 1.87%
SNPS Synopsys Inc	$59.7B	$48 Million 0.12% of portfolio	97,386	Q3 2025 Added 16.41%
NET Cloudflare, Inc.	$59.6B	$35 Million 0.09% of portfolio	163,257	Q3 2025 Reduced 0.94%

FTNT Fortinet, Inc.	$64.9B	$31.6 Million 0.08% of portfolio	375,422	Q3 2025 Reduced 3.88%
NTNX Nutanix, Inc.	$15.2B	$17 Million 0.04% of portfolio	228,845	Q3 2025 Reduced 5.24%
SQ Block, Inc.	$30.3B	$16.7 Million 0.04% of portfolio	291,923	Q3 2025 Reduced 2.08%
ZS Zscaler, Inc.	$42.8B	$15.9 Million 0.04% of portfolio	53,190	Q3 2025 Reduced 0.77%
VRSN Verisign Inc	$26.8B	$15.5 Million 0.04% of portfolio	55,475	Q3 2025 Reduced 0.57%
MDB Mongo Db, Inc.	$24.2B	$14.5 Million 0.04% of portfolio	46,590	Q3 2025 Reduced 5.46%
TOST Toast, Inc.	$11.6B	$14.1 Million 0.03% of portfolio	386,947	Q3 2025 Added 9.3%
VRNS Varonis Systems Inc	$3.7B	$13.5 Million 0.03% of portfolio	234,276	Q3 2025 Reduced 2.1%
FFIV F5, Inc.	$14B	$12.9 Million 0.03% of portfolio	39,865	Q3 2025 Reduced 19.64%

GDDY Go Daddy Inc.	$20.3B	$12.7 Million 0.03% of portfolio	92,616	Q3 2025 Reduced 5.48%
AFRM Affirm Holdings, Inc.	$16.2B	$12.1 Million 0.03% of portfolio	165,322	Q3 2025 Reduced 20.84%
FOUR Shift4 Payments, Inc.	$3.57B	$11.5 Million 0.03% of portfolio	148,686	Q3 2025 Reduced 3.48%
NLOK Norton Life Lock Inc.	$14.3B	$11.1 Million 0.03% of portfolio	518,640	Q3 2025 Reduced 4.73%
WIX Wix.Com Ltd.	$7.2B	$11.1 Million 0.03% of portfolio	62,267	Q3 2025 Added 4.13%
AKAM Akamai Technologies Inc	$14.4B	$8.6 Million 0.02% of portfolio	94,712	Q3 2025 Reduced 16.8%
CYBR Cyber Ark Software Ltd.	$19.9B	$8.55 Million 0.02% of portfolio	17,688	Q3 2025 Reduced 33.72%
WEX Wex Inc.	$5.97B	$8.05 Million 0.02% of portfolio	51,098	Q3 2025 Reduced 12.89%
OKTA Okta, Inc.	$12.7B	$8.05 Million 0.02% of portfolio	87,764	Q3 2025 Reduced 15.81%
CHKP Check Point Software Technologies LTD	$24.8B	$7.96 Million 0.02% of portfolio	38,454	Q3 2025 Reduced 3.27%
TENB Tenable Holdings, Inc.	$3.03B	$7.54 Million 0.02% of portfolio	258,612	Q3 2025 Reduced 2.83%
STNE Stone Co Ltd.	$4.71B	$7.18 Million 0.02% of portfolio	379,806	Q3 2025 Added 4.9%
S Sentinel One, Inc.	$3.45B	$6.95 Million 0.02% of portfolio	394,775	Q3 2025 Reduced 12.21%
IOT Samsara Inc.	$4.19B	$6.62 Million 0.02% of portfolio	177,761	Q3 2025 Reduced 3.75%
PAYO Payoneer Global Inc.	$1.92B	$6.05 Million 0.01% of portfolio	1,000,625	Q3 2025 Reduced 1.2%
CFLT Confluent, Inc.	$3.29B	$5.88 Million 0.01% of portfolio	296,771	Q3 2025 Added 2.21%
EEFT Euronet Worldwide, Inc.	$3.5B	$5.27 Million 0.01% of portfolio	60,066	Q3 2025 Reduced 6.17%
CGNT Cognyte Software Ltd.	$577M	$4.24 Million 0.01% of portfolio	517,115	Q3 2025 Added 5.5%
DBX Dropbox, Inc.	$8.69B	$3.89 Million 0.01% of portfolio	128,679	Q3 2025 Reduced 0.34%
RELY Remitly Global, Inc.	$2.09B	$3.16 Million 0.01% of portfolio	193,926	Q3 2025 Added 20.42%
BOX Box Inc	$4.56B	$2.94 Million 0.01% of portfolio	91,130	Q3 2025 Reduced 9.45%
DOCN Digital Ocean Holdings, Inc.	$4.44B	$2.76 Million 0.01% of portfolio	80,861	Q3 2025 Added 0.08%
SPSC Sps Commerce Inc	$2.94B	$2.18 Million 0.01% of portfolio	20,893	Q3 2025 Reduced 13.47%
QLYS Qualys, Inc.	$5.51B	$2.15 Million 0.01% of portfolio	16,210	Q3 2025 Added 0.05%
PAGS Pag Seguro Digital Ltd.	$3.1B	$1.73 Million 0.0% of portfolio	172,632	Q3 2025 Added 497.49%
PATH Ui Path, Inc.	$6.55B	$1.59 Million 0.0% of portfolio	119,150	Q3 2025 Reduced 0.35%
CCCS Ccc Intelligent Solutions Holdings Inc.	$4.64B	$1.3 Million 0.0% of portfolio	142,516	Q3 2025 Reduced 6.45%
ACIW Aci Worldwide, Inc.	$5.36B	$1.27 Million 0.0% of portfolio	24,056	Q3 2025 Reduced 32.76%
FIVN Five9, Inc.	$1.42B	$1.14 Million 0.0% of portfolio	47,085	Q3 2025 Reduced 13.27%
DOX Amdocs LTD	$9.48B	$815,000 0.0% of portfolio	9,945	Q3 2025 Reduced 1.0%
TDC Teradata Corp	$2.8B	$794,000 0.0% of portfolio	36,948	Q3 2025 Reduced 7.31%
APPN Appian Corp	$1.77B	$592,000 0.0% of portfolio	19,371	Q3 2025 Reduced 13.95%

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