Robeco Institutional Asset Management B.v.

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 202693 names$8.0B+$308M
• Q1 202696 names$7.0B−$457M
• Q4 2025101 names$9.3B+$435M
• Q3 2025103 names$10.1B+$728M
• Q2 2025100 names$9.3B+$1.3B
• Q1 2025100 names$6.5B−$232M
• Q4 2024100 names$7.2B+$345M
• Q3 202493 names$6.5B+$7.3M
• Q2 202496 names$6.3B−$410M
• Q1 202496 names$6.7B+$75.3M
• Q4 202393 names$54.3M−$7.6M
• Q3 202398 names$4.8B+$318M
• Q2 202393 names$4.7B−$94.8M
• Q1 202388 names$4.3B−$85.2M
• Q4 202279 names$3.8B+$262M
• Q3 202274 names$3.4B+$239M
• Q2 202269 names$3.6B+$184M
• Q1 202272 names$4.8B+$23.7M
• Q4 202172 names$5.4B+$132M
• Q3 202166 names$4.9B+$18.4M
• Q2 202167 names$4.8B+$145M
• Q1 202166 names$4.2B+$131M
• Q4 202062 names$4.0B+$234M
• Q3 202058 names$3.3B+$121M
• Q2 202062 names$3.0B+$40.7M
• Q1 202055 names$2.3B+$84.5M
• Q4 201955 names$2.4B−$61.4M
• Q3 201950 names$2.3B+$96.6M
• Q2 201948 names$2.2B+$128M
• Q1 201945 names$1.9B+$4.7M
• Q4 201843 names$1.6B+$322M
• Q3 201833 names$1.6B+$156M
• Q2 201839 names$1.3B+$121M
• Q1 201838 names$1.0B+$111M
• Q4 201737 names$846M+$146M
• Q3 201736 names$626M−$60.1M
• Q2 201735 names$645M+$4.6M
• Q1 201730 names$605M+$79.7M
• Q4 201630 names$479M−$80.8M
• Q3 201629 names$559M−$28.5M
• Q2 201628 names$549M—

What moved the book

The five software lines with the largest share change this quarter.

• MicrosoftMSFT−$33.3M$151M
• SynopsysSNPS+$15.0M$48.1M
• FactSetFDS−$12.1M$2.4M
• Palo Alto NetworksPANW+$12.0M$60.1M
• IntuitINTU+$6.6M$8.6M

Software held

• MicrosoftMSFT2,617,095 shares · 27.0% of their software · price +$16.8M$151M−$33.3M
• OracleORCL1,876,351 shares · 13.2% of their software · price −$3.1M$73.7M−$1.7M
• Palo Alto NetworksPANW376,931 shares · 10.7% of their software · price +$13.8M$60.1M+$12.0M
• Amdocs LimitedDOX935,736 shares · 9.7% of their software$54.1M−$3.0M
• SynopsysSNPS809,777 shares · 8.6% of their software · price +$4.3M$48.1M+$15.0M
• BroadridgeBR703,865 shares · 8.5% of their software · price +$1.8M$47.7MFlat
• Paychex, Inc.PAYX787,958 shares · 8.2% of their software · price −$1.3M$45.6MFlat
• Fiserv, Inc.FISV125,223 shares · 2.2% of their software · price −$1.2M$12.5M−$2.5M
• NetApp, Inc.NTAP319,738 shares · 2.1% of their software · price +$3.6M$11.5M+$1.3M
• PTCPTC232,000 shares · 1.8% of their software · price +$1.6M$10.3MFlat
• IntuitINTU78,530 shares · 1.5% of their software$8.6M+$6.6M
• Upbound Group, Inc.UPBD496,858 shares · 1.1% of their software$6.3M+$772K
• CadenceCDNS188,332 shares · 0.9% of their software$4.8MFlat
• Automatic Data Processing, Inc.ADP53,657 shares · 0.8% of their software$4.7MFlat
• AdobeADBE29,955 shares · 0.6% of their software$3.3M−$775K
• FactSetFDS15,000 shares · 0.4% of their software$2.4M−$12.1M
• GuidewireGWRE40,000 shares · 0.4% of their software$2.4M−$1.2M
• SalesforceCRM32,642 shares · 0.4% of their software$2.3M−$3.8M
• F5, Inc.FFIV11,461 shares · 0.3% of their software$1.4MNew · +$1.3M
• VeriSign, Inc.VRSN17,252 shares · 0.2% of their software$1.4M−$4.3M
• AutodeskADSK18,331 shares · 0.2% of their software$1.3MFlat
• InterDigital, Inc.IDCC15,384 shares · 0.2% of their software$1.2MFlat
• TeradataTDC32,453 shares · 0.2% of their software$1.0MNew · +$814K
• Roper Technologies, Inc.ROP4,559 shares · 0.1% of their software$832KFlat
• WorkdayWDAY6,110 shares · 0.1% of their software$560KFlat
• Manhattan AssociatesMANH9,387 shares · 0.1% of their software$541K−$1.5M
• ServiceNowNOW6,515 shares · 0.1% of their software$516KFlat
• VeriskVRSK5,927 shares · 0.1% of their software$482KFlat
• AkamaiAKAM6,453 shares · 0.1% of their software$342KFlat