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+$43.0M$167M
• Block, Inc.XYZ+$20.8M$28.5M
• SynopsysSNPS+$5.6M$83.2M
• Fiserv, Inc.FISV+$3.6M$10.1M
• BroadridgeBR−$3.4M$44.6M

Software held

• MicrosoftMSFT2,530,066 shares · 27.5% of their software · price +$9.4M$167M+$43.0M
• SynopsysSNPS1,153,706 shares · 13.8% of their software · price +$15.3M$83.2M+$5.6M
• Amdocs LimitedDOX925,235 shares · 9.3% of their software · price +$2.5M$56.4MFlat
• OracleORCL1,253,567 shares · 9.2% of their software · price +$7.7M$55.9M+$1.7M
• Paychex, Inc.PAYX804,586 shares · 7.8% of their software · price −$1.6M$47.4MFlat
• BroadridgeBR657,093 shares · 7.4% of their software · price +$1.1M$44.6M−$3.4M
• Palo Alto NetworksPANW256,118 shares · 4.8% of their software · price −$3.2M$28.9MFlat
• Block, Inc.XYZ1,650,000 shares · 4.7% of their software · price +$6.0M$28.5M+$20.8M
• NetApp, Inc.NTAP615,920 shares · 4.3% of their software · price +$4.1M$25.8M+$3.1M
• IntuitINTU99,273 shares · 1.9% of their software$11.5M+$2.5M
• PTCPTC194,681 shares · 1.7% of their software · price +$1.2M$10.2M−$1.7M
• Fiserv, Inc.FISV87,361 shares · 1.7% of their software · price +$789K$10.1M+$3.6M
• AdobeADBE46,007 shares · 1.0% of their software · price +$1.3M$6.0M+$2.0M
• Automatic Data Processing, Inc.ADP54,387 shares · 0.9% of their software$5.6M+$2.3M
• F5, Inc.FFIV26,620 shares · 0.6% of their software$3.8M+$1.2M
• CadenceCDNS87,182 shares · 0.5% of their software · price +$539K$2.7M−$3.0M
• GuidewireGWRE45,000 shares · 0.4% of their software$2.5MFlat
• VeriSign, Inc.VRSN28,834 shares · 0.4% of their software$2.5MFlat
• FactSetFDS14,500 shares · 0.4% of their software$2.4MFlat
• TeradataTDC65,047 shares · 0.3% of their software$2.0MFlat
• ePlus inc.PLUS13,123 shares · 0.3% of their software$1.8MNew · +$1.5M
• InterDigital, Inc.IDCC16,636 shares · 0.2% of their software$1.4MFlat
• AkamaiAKAM18,689 shares · 0.2% of their software$1.1MFlat
• AutodeskADSK12,636 shares · 0.2% of their software$1.1MFlat
• Manhattan AssociatesMANH17,668 shares · 0.2% of their software$920KFlat
• SalesforceCRM10,327 shares · 0.1% of their software$852KFlat
• ServiceNowNOW7,109 shares · 0.1% of their software$621KFlat
• VeriskVRSK5,558 shares · 0.1% of their software$451KFlat
• TrimbleTRMB3,298 shares · 0.0% of their software$106KFlat
• WorkdayWDAY457 shares · 0.0% of their software$38KFlat