Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2018 · compared with Q4 2017
- Software
- $1.0B
- Weight of 13F
- 4.9%
- Names
- 38
- Net bought
- +$111M
Filed 7 May 2018 · SEC filing.
952 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
- MicrosoftMSFT3,637,589 shares · 31.9% of their software · price +$20.8M$332M+$33.5M
- BroadridgeBR1,110,408 shares · 11.7% of their software · price +$21.2M$122M+$43.4M
- OracleORCL1,702,502 shares · 7.5% of their software · price −$2.6M$77.9M+$1.5M
- Amdocs LimitedDOX941,511 shares · 6.0% of their software · price +$1.2M$62.8MFlat
- SynopsysSNPS716,449 shares · 5.7% of their software · price −$1.4M$59.6M−$55.1M
- AdobeADBE230,403 shares · 4.8% of their software · price +$9.4M$49.8M+$3.8M
- NetApp, Inc.NTAP754,456 shares · 4.5% of their software · price +$4.8M$46.5M+$3.3M
- Block, Inc.XYZ893,010 shares · 4.2% of their software · price +$13.0M$43.9M+$5.2M
- IntuitINTU200,499 shares · 3.3% of their software · price +$3.1M$34.8M+$3.7M
- Palo Alto NetworksPANW113,354 shares · 2.0% of their software · price +$4.1M$20.6M+$2.4M
- F5, Inc.FFIV134,608 shares · 1.9% of their software · price +$1.8M$19.5M+$5.8M
- CadenceCDNS489,436 shares · 1.7% of their software · price −$2.5M$18.0M+$8.5M
- AkamaiAKAM205,179 shares · 1.4% of their software · price +$1.2M$14.6M+$12.4M
- VeriSign, Inc.VRSN120,207 shares · 1.4% of their software$14.3M+$2.2M
- EVERTEC, Inc.EVTC840,511 shares · 1.3% of their software · price +$2.3M$13.7M+$4.6M
- Fiserv, Inc.FISV182,320 shares · 1.3% of their software · price −$10.9M$13.0MSplit
- FortinetFTNT225,396 shares · 1.2% of their software · price +$2.2M$12.1M+$5.2M
- Paychex, Inc.PAYX189,256 shares · 1.1% of their software · price −$1.2M$11.7M+$2.5M
- ProgressPRGS281,299 shares · 1.0% of their software · price −$1.2M$10.8M+$5.8M
- GuidewireGWRE96,000 shares · 0.7% of their software · price +$631K$7.8M+$2.9M
- Q2QTWO162,000 shares · 0.7% of their software · price +$1.4M$7.4M+$1.8M
- SS&CSSNC129,180 shares · 0.7% of their software · price +$1.7M$6.9M+$4.1M
- SalesforceCRM54,575 shares · 0.6% of their software · price +$768K$6.3M+$3.2M
- Manhattan AssociatesMANH145,457 shares · 0.6% of their software · price −$1.1M$6.1M+$6.3M
- Automatic Data Processing, Inc.ADP43,865 shares · 0.5% of their software$5.0M+$2.4M
- CoStarCSGP13,550 shares · 0.5% of their software · price +$891K$4.9M−$841K
- TeradataTDC96,689 shares · 0.4% of their software$3.8MFlat
- VeriskVRSK25,244 shares · 0.3% of their software$2.6M+$1.9M
- InterDigital, Inc.IDCC30,001 shares · 0.2% of their software$2.2M+$2.1M
- WEX Inc.WEX13,500 shares · 0.2% of their software$2.1M+$1.4M
- Roper Technologies, Inc.ROP7,390 shares · 0.2% of their software$2.1M+$1.4M
- ServiceNowNOW11,304 shares · 0.2% of their software$1.9MFlat
- AutodeskADSK11,281 shares · 0.1% of their software$1.4MFlat
- TrimbleTRMB26,459 shares · 0.1% of their software$950KFlat
- PTCPTC5,000 shares · 0.0% of their software$390KFlat
- WorkdayWDAY2,746 shares · 0.0% of their software$349KFlat
- QualysQLYS3,553 shares · 0.0% of their software$258KNew · Flat
- VeevaVEEV1,656 shares · 0.0% of their software$120K−$5.0M