Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2017 · compared with Q3 2017
- Software
- $846M
- Weight of 13F
- 4.4%
- Names
- 37
- Net bought
- +$146M
Filed 25 January 2018 · SEC filing.
903 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
- MicrosoftMSFT3,246,091 shares · 32.8% of their software · price +$35.9M$278M+$58.8M
- SynopsysSNPS1,362,394 shares · 13.7% of their software · price +$6.4M$116M+$1.5M
- OracleORCL1,670,151 shares · 9.3% of their software · price −$1.8M$79.0M+$19.3M
- Amdocs LimitedDOX944,379 shares · 7.3% of their software · price +$1.1M$61.9M+$4.6M
- BroadridgeBR631,102 shares · 6.8% of their software · price +$6.2M$57.2M+$27.5M
- NetApp, Inc.NTAP695,332 shares · 4.5% of their software · price +$8.0M$38.5M+$816K
- AdobeADBE208,890 shares · 4.3% of their software · price +$5.4M$36.6M+$12.4M
- IntuitINTU176,823 shares · 3.3% of their software · price +$2.8M$27.9M+$10.2M
- Block, Inc.XYZ744,176 shares · 3.0% of their software · price +$4.4M$25.8M−$18.9M
- Palo Alto NetworksPANW96,947 shares · 1.7% of their software$14.1M+$5.4M
- CadenceCDNS285,639 shares · 1.4% of their software · price +$671K$11.9M+$2.1M
- Fiserv, Inc.FISV90,680 shares · 1.4% of their software$11.9M+$1.4M
- F5, Inc.FFIV90,553 shares · 1.4% of their software · price +$965K$11.9M+$4.6M
- VeriSign, Inc.VRSN100,680 shares · 1.4% of their software · price +$810K$11.5M+$5.3M
- Paychex, Inc.PAYX152,203 shares · 1.2% of their software · price +$1.2M$10.4M+$4.9M
- EVERTEC, Inc.EVTC503,467 shares · 0.8% of their software · price −$1.1M$6.9M+$7.4M
- ProgressPRGS145,977 shares · 0.7% of their software · price +$642K$6.2M+$616K
- VeevaVEEV91,536 shares · 0.6% of their software$5.1MFlat
- CoStarCSGP16,382 shares · 0.6% of their software$4.9M+$4.2M
- FortinetFTNT107,218 shares · 0.6% of their software · price +$842K$4.7M+$3.6M
- GuidewireGWRE57,232 shares · 0.5% of their software$4.3M+$1.3M
- Q2QTWO114,312 shares · 0.5% of their software · price −$549K$4.2M+$1.6M
- TeradataTDC90,215 shares · 0.4% of their software$3.5MFlat
- Automatic Data Processing, Inc.ADP23,579 shares · 0.3% of their software$2.8M+$1.2M
- SalesforceCRM23,197 shares · 0.3% of their software$2.4M+$1.2M
- AutodeskADSK13,822 shares · 0.2% of their software$1.5MFlat
- ServiceNowNOW9,532 shares · 0.1% of their software$1.2MFlat
- SS&CSSNC29,115 shares · 0.1% of their software$1.2M−$2.4M
- TrimbleTRMB24,809 shares · 0.1% of their software$1.0MFlat
- AkamaiAKAM15,279 shares · 0.1% of their software$994KFlat
- Manhattan AssociatesMANH17,668 shares · 0.1% of their software$874KFlat
- WEX Inc.WEX3,845 shares · 0.1% of their software$543K−$2.7M
- VeriskVRSK5,538 shares · 0.1% of their software$532KNew · Flat
- Roper Technologies, Inc.ROP1,954 shares · 0.1% of their software$506KNew · Flat
- WorkdayWDAY2,746 shares · 0.0% of their software$279KFlat
- PTCPTC4,200 shares · 0.0% of their software$255K−$8.3M
- InterDigital, Inc.IDCC2,034 shares · 0.0% of their software$155KFlat