Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2017 · compared with Q1 2017
- Software
- $645M
- Weight of 13F
- 4.2%
- Names
- 35
- Net bought
- +$4.6M
Filed 8 August 2017 · SEC filing.
859 positions in the whole 13F.
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.
Software held
- MicrosoftMSFT2,447,460 shares · 26.1% of their software · price +$7.5M$169M−$5.4M
- SynopsysSNPS1,327,846 shares · 15.0% of their software · price +$1.1M$96.8M+$12.6M
- OracleORCL1,230,776 shares · 9.6% of their software · price +$6.8M$61.7M−$1.0M
- Amdocs LimitedDOX872,311 shares · 8.7% of their software · price +$3.0M$56.2M−$3.2M
- Paychex, Inc.PAYX744,380 shares · 6.6% of their software · price −$1.5M$42.4M−$3.5M
- Palo Alto NetworksPANW315,992 shares · 6.6% of their software · price +$6.7M$42.3M+$6.7M
- Block, Inc.XYZ1,450,000 shares · 5.3% of their software · price +$9.0M$34.0M−$3.5M
- NetApp, Inc.NTAP671,204 shares · 4.2% of their software · price −$1.2M$26.9M+$2.3M
- BroadridgeBR290,377 shares · 3.4% of their software · price +$2.2M$21.9M−$24.9M
- AdobeADBE115,301 shares · 2.5% of their software · price +$1.3M$16.3M+$9.0M
- IntuitINTU98,386 shares · 2.0% of their software · price +$1.7M$13.1MFlat
- Fiserv, Inc.FISV93,260 shares · 1.8% of their software · price +$656K$11.4M+$680K
- PTCPTC140,310 shares · 1.2% of their software$7.7M−$2.9M
- CadenceCDNS204,187 shares · 1.1% of their software$6.8M+$3.7M
- F5, Inc.FFIV43,897 shares · 0.9% of their software · price −$681K$5.6M+$2.5M
- Automatic Data Processing, Inc.ADP48,726 shares · 0.8% of their software$5.0M−$580K
- SS&CSSNC127,692 shares · 0.8% of their software$4.9MNew · +$4.5M
- ePlus inc.PLUS47,091 shares · 0.5% of their software · price −$2.9M$3.5M+$4.6M
- GuidewireGWRE40,000 shares · 0.4% of their software$2.7MFlat
- TeradataTDC90,215 shares · 0.4% of their software$2.7M+$783K
- FactSetFDS14,500 shares · 0.4% of their software$2.4MFlat
- WEX Inc.WEX22,500 shares · 0.4% of their software$2.3MNew · +$2.3M
- Q2QTWO60,000 shares · 0.3% of their software$2.2MNew · +$2.1M
- InterDigital, Inc.IDCC16,636 shares · 0.2% of their software$1.3MFlat
- ProgressPRGS39,239 shares · 0.2% of their software$1.2MNew · +$1.1M
- AutodeskADSK9,704 shares · 0.2% of their software$978KFlat
- SalesforceCRM9,942 shares · 0.1% of their software$861KFlat
- Manhattan AssociatesMANH17,668 shares · 0.1% of their software$850KFlat
- ServiceNowNOW6,734 shares · 0.1% of their software$714KFlat
- AkamaiAKAM14,019 shares · 0.1% of their software$699KFlat
- TrimbleTRMB14,691 shares · 0.1% of their software$525KFlat
- VeriskVRSK2,124 shares · 0.0% of their software$180KFlat
- CoStarCSGP506 shares · 0.0% of their software$134KNew · Flat
- VeevaVEEV1,656 shares · 0.0% of their software$102KNew · Flat
- WorkdayWDAY457 shares · 0.0% of their software$44KFlat