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−$44.9M$114M
• OracleORCL−$26.2M$46.5M
• Palo Alto NetworksPANW−$19.3M$32.0M
• SynopsysSNPS+$14.7M$62.3M
• NetApp, Inc.NTAP+$7.5M$18.7M

Software held

• MicrosoftMSFT1,837,435 shares · 23.8% of their software · price +$8.3M$114M−$44.9M
• SynopsysSNPS1,058,145 shares · 13.0% of their software · price −$518K$62.3M+$14.7M
• Amdocs LimitedDOX925,587 shares · 11.3% of their software$53.9M−$587K
• Paychex, Inc.PAYX803,984 shares · 10.2% of their software · price +$2.4M$48.9M+$927K
• BroadridgeBR707,999 shares · 9.8% of their software · price −$1.1M$46.9MFlat
• OracleORCL1,208,536 shares · 9.7% of their software · price −$1.0M$46.5M−$26.2M
• Palo Alto NetworksPANW255,738 shares · 6.7% of their software · price −$8.8M$32.0M−$19.3M
• NetApp, Inc.NTAP529,111 shares · 3.9% of their software$18.7M+$7.5M
• PTCPTC230,781 shares · 2.2% of their software$10.7MFlat
• IntuitINTU77,204 shares · 1.8% of their software$8.8MFlat
• Fiserv, Inc.FISV53,413 shares · 1.2% of their software$5.7M−$7.1M
• CadenceCDNS207,845 shares · 1.1% of their software$5.2MFlat
• Automatic Data Processing, Inc.ADP32,170 shares · 0.7% of their software$3.3M−$1.9M
• FactSetFDS17,500 shares · 0.6% of their software$2.9MFlat
• AdobeADBE26,907 shares · 0.6% of their software$2.8MFlat
• F5, Inc.FFIV18,579 shares · 0.6% of their software$2.7M+$887K
• GuidewireGWRE45,000 shares · 0.5% of their software$2.2MFlat
• VeriSign, Inc.VRSN25,475 shares · 0.4% of their software$1.9M+$643K
• TeradataTDC65,047 shares · 0.4% of their software$1.8M+$1.0M
• Block, Inc.XYZ125,000 shares · 0.4% of their software$1.7MNew · +$1.5M
• InterDigital, Inc.IDCC15,384 shares · 0.3% of their software$1.4MFlat
• AutodeskADSK13,663 shares · 0.2% of their software$1.0MFlat
• AkamaiAKAM14,363 shares · 0.2% of their software$957KFlat
• Manhattan AssociatesMANH17,668 shares · 0.2% of their software$936KFlat
• VeriskVRSK7,232 shares · 0.1% of their software$587KFlat
• SalesforceCRM7,325 shares · 0.1% of their software$501K−$1.8M
• ServiceNowNOW2,861 shares · 0.0% of their software$213KFlat
• TrimbleTRMB3,298 shares · 0.0% of their software$100KNew · Flat
• CoStarCSGP432 shares · 0.0% of their software$82KNew · Flat
• WorkdayWDAY457 shares · 0.0% of their software$30K−$518K