Generalist · Rotterdam, P7
Robeco Institutional Asset Management B.v.
- Software
- $6.5B
- Weight of 13F
- 8.0%
- Names
- 63
- Vs prior quarter
- +$547M
Filed 21 July 2026.
837 positions in the whole 13F.
Software held
- MicrosoftMSFT7,446,791 shares · 43.0% of their software$2.8B+$72.6M
- Palo Alto NetworksPANW1,565,744 shares · 8.3% of their software$534M+$344M
- FortinetFTNT1,667,939 shares · 4.0% of their software$256M+$72.3M
- AutodeskADSK1,239,415 shares · 3.7% of their software$241M+$5.8M
- AdobeADBE1,075,587 shares · 3.4% of their software$221M+$22.6M
- SynopsysSNPS470,238 shares · 3.2% of their software$210M+$27.7M
- IntuitINTU753,991 shares · 3.0% of their software$197M−$5.9M
- CadenceCDNS489,631 shares · 2.8% of their software$184M−$3.0M
- CrowdStrikeCRWD232,379 shares · 2.7% of their software$177M+$75.4M
- DatadogDDOG629,294 shares · 2.5% of their software$164M+$155M
- VeevaVEEV830,740 shares · 2.3% of their software$147M−$9.2M
- SS&CSSNC2,021,326 shares · 1.9% of their software$125MFlat