Public Employees Retirement System Of Ohio Software—Infrastructure

Public Employees Retirement System Of Ohio

$26.7 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.51T	$1.2 Billion 4.48% of portfolio	3,189,808	Q1 2025 Reduced 5.68%
ORCL Oracle Corp	$479B	$93.9 Million 0.35% of portfolio	671,896	Q1 2025 Reduced 1.35%
ADBE Adobe Inc.	$193B	$72.6 Million 0.27% of portfolio	189,315	Q1 2025 Reduced 5.92%
PLTR Palantir Technologies Inc.	$261B	$62.2 Million 0.23% of portfolio	737,271	Q1 2025 Reduced 1.61%
PANW Palo Alto Networks Inc	$58.6B	$45.4 Million 0.17% of portfolio	266,156	Q1 2025 Reduced 3.2%
CHKP Check Point Software Technologies LTD	$28.8B	$35.5 Million 0.13% of portfolio	155,574	Q1 2025 Reduced 27.67%
CRWD Crowd Strike Holdings, Inc.	$100B	$33.4 Million 0.12% of portfolio	94,672	Q1 2025 Reduced 3.19%
SNPS Synopsys Inc	$77.1B	$29 Million 0.11% of portfolio	67,563	Q1 2025 Reduced 2.33%
FTNT Fortinet, Inc.	$80.1B	$25.6 Million 0.1% of portfolio	265,673	Q1 2025 Reduced 1.7%
SQ Block, Inc.	$30.3B	$14.5 Million 0.05% of portfolio	253,646	Q1 2025 Added 11.44%
NET Cloudflare, Inc.	$50.8B	$10.6 Million 0.04% of portfolio	93,775	Q1 2025 Reduced 8.98%
ZS Zscaler, Inc.	$42.6B	$10.6 Million 0.04% of portfolio	53,245	Q1 2025 Added 23.13%
HOOD Robinhood Markets, Inc.	$60.6B	$9.87 Million 0.04% of portfolio	237,173	Q1 2025 Reduced 12.95%
WIX Wix.Com Ltd.	$8.85B	$8.97 Million 0.03% of portfolio	54,905	Q1 2025 Reduced 3.57%
GDDY Go Daddy Inc.	$27.9B	$8.34 Million 0.03% of portfolio	46,305	Q1 2025 Reduced 9.71%
DOX Amdocs LTD	$11.4B	$7.54 Million 0.03% of portfolio	82,407	Q1 2025 Added 102.08%
VRSN Verisign Inc	$29.5B	$7.15 Million 0.03% of portfolio	28,168	Q1 2025 Reduced 1.5%
FOUR Shift4 Payments, Inc.	$4.88B	$5.88 Million 0.02% of portfolio	72,015	Q1 2025 Reduced 11.16%
NTNX Nutanix, Inc.	$17.4B	$5.38 Million 0.02% of portfolio	77,056	Q1 2025 Reduced 34.23%
OKTA Okta, Inc.	$15.3B	$5.27 Million 0.02% of portfolio	50,113	Q1 2025 Reduced 10.23%
FFIV F5, Inc.	$17.6B	$5.1 Million 0.02% of portfolio	19,161	Q1 2025 Reduced 10.5%
CLBT Cellebrite Di Ltd.	$3.19B	$5.04 Million 0.02% of portfolio	259,428	Q1 2025 Reduced 14.03%
CYBR Cyber Ark Software Ltd.	$16.2B	$5 Million 0.02% of portfolio	14,782	Q1 2025 Reduced 49.78%
TOST Toast, Inc.	$14B	$4.75 Million 0.02% of portfolio	143,304	Q1 2025 Reduced 8.37%
AKAM Akamai Technologies Inc	$14.4B	$4.48 Million 0.02% of portfolio	49,326	Q1 2025 Reduced 9.74%
QLYS Qualys, Inc.	$5.44B	$4.12 Million 0.02% of portfolio	32,719	Q1 2025 Reduced 12.53%
ACIW Aci Worldwide, Inc.	$5.45B	$4.01 Million 0.01% of portfolio	73,303	Q1 2025 Reduced 17.03%
MDB Mongo Db, Inc.	$14.6B	$3.87 Million 0.01% of portfolio	22,047	Q1 2025 Reduced 31.89%
PAGS Pag Seguro Digital Ltd.	$2.8B	$3.68 Million 0.01% of portfolio	482,692	Q1 2025 Reduced 12.26%
AFRM Affirm Holdings, Inc.	$14.1B	$3.61 Million 0.01% of portfolio	79,816	Q1 2025 Reduced 10.37%
NLOK Norton Life Lock Inc.	$14.3B	$3.6 Million 0.01% of portfolio	167,397	Q1 2025 Reduced 10.37%
DBX Dropbox, Inc.	$8.28B	$3.19 Million 0.01% of portfolio	119,266	Q1 2025 Reduced 12.47%
IMXI International Money Express, Inc.	$428M	$3.01 Million 0.01% of portfolio	238,836	Q1 2025 Reduced 26.78%
CCSI Consensus Cloud Solutions, Inc.	$443M	$2.08 Million 0.01% of portfolio	90,030	Q1 2025 Added 64.55%
PATH Ui Path, Inc.	$6.18B	$2.06 Million 0.01% of portfolio	200,162	Q1 2025 Reduced 11.2%
WEX Wex Inc.	$6.2B	$1.98 Million 0.01% of portfolio	12,600	Q1 2025 Reduced 9.52%
SPSC Sps Commerce Inc	$5.08B	$1.96 Million 0.01% of portfolio	14,796	Q1 2025 Added 0.15%
CGNT Cognyte Software Ltd.	$756M	$1.8 Million 0.01% of portfolio	230,410	Q1 2025 Added 37.05%
CFLT Confluent, Inc.	$3.4B	$1.79 Million 0.01% of portfolio	76,230	Q1 2025 Reduced 10.37%
S Sentinel One, Inc.	$3.72B	$1.58 Million 0.01% of portfolio	87,105	Q1 2025 Reduced 17.61%
EEFT Euronet Worldwide, Inc.	$5.51B	$1.44 Million 0.01% of portfolio	13,521	Q1 2025 Reduced 11.33%
CCCS Ccc Intelligent Solutions Holdings Inc.	$5.6B	$1.34 Million 0.01% of portfolio	148,905	Q1 2025 Reduced 4.13%
RDWR Radware LTD	$1.08B	$1.12 Million 0.0% of portfolio	51,857	Q1 2025 Added 3.39%
TUYA Tuya Inc.	$1.5B	$899,000 0.0% of portfolio	296,917	Q1 2025 Added 19.02%
BB Blackberry LTD	$2.43B	$789,000 0.0% of portfolio	209,319	Q1 2025 Added 34.67%
TDC Teradata Corp	$2.32B	$717,000 0.0% of portfolio	31,937	Q1 2025 Reduced 8.78%
FIVN Five9, Inc.	$2.05B	$619,000 0.0% of portfolio	22,835	Q1 2025 Reduced 10.37%
STNE Stone Co Ltd.	$3.72B	$461,000 0.0% of portfolio	44,010	Q1 2025 Added 127.05%
INFA Informatica Inc.	$5.77B	$433,000 0.0% of portfolio	24,854	Q1 2025 Reduced 10.37%
BAND Bandwidth Inc.	$332M	$401,000 0.0% of portfolio	30,628	Q1 2025 Reduced 12.91%

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