Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2018 · compared with Q1 2018
- Software
- $1.3B
- Weight of 13F
- 5.9%
- Names
- 39
- Net bought
- +$121M
Filed 3 August 2018 · SEC filing.
925 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
- MicrosoftMSFT3,867,026 shares · 29.9% of their software · price +$28.4M$381M+$20.9M
- BroadridgeBR1,240,020 shares · 11.2% of their software · price +$6.7M$143M+$14.2M
- AdobeADBE357,190 shares · 6.8% of their software · price +$9.9M$87.1M+$27.4M
- NetApp, Inc.NTAP845,998 shares · 5.2% of their software · price +$14.2M$66.4M+$5.6M
- Amdocs LimitedDOX958,129 shares · 5.0% of their software · price −$508K$63.4M+$1.1M
- SynopsysSNPS710,127 shares · 4.8% of their software · price +$1.7M$60.8MFlat
- Block, Inc.XYZ881,010 shares · 4.3% of their software · price +$11.0M$54.3M−$590K
- AkamaiAKAM693,349 shares · 4.0% of their software · price +$1.6M$50.8M+$34.7M
- IntuitINTU237,865 shares · 3.8% of their software · price +$7.4M$48.6M+$6.5M
- F5, Inc.FFIV268,181 shares · 3.6% of their software · price +$7.5M$46.3M+$19.3M
- OracleORCL1,001,098 shares · 3.5% of their software · price −$1.7M$44.1M−$32.1M
- FortinetFTNT504,080 shares · 2.5% of their software · price +$4.5M$31.5M+$14.9M
- Palo Alto NetworksPANW106,527 shares · 1.7% of their software · price +$2.6M$21.9M−$1.2M
- CadenceCDNS480,589 shares · 1.6% of their software · price +$3.1M$20.8MFlat
- EVERTEC, Inc.EVTC869,706 shares · 1.5% of their software · price +$4.8M$19.0MFlat
- SS&CSSNC345,964 shares · 1.4% of their software · price −$602K$18.0M+$11.6M
- Fiserv, Inc.FISV192,175 shares · 1.1% of their software · price +$534K$14.2M+$703K
- Paychex, Inc.PAYX182,182 shares · 1.0% of their software · price +$1.2M$12.5MFlat
- VeriSign, Inc.VRSN86,176 shares · 0.9% of their software · price +$1.6M$11.8M−$4.0M
- ProgressPRGS304,841 shares · 0.9% of their software$11.8M+$905K
- SalesforceCRM82,515 shares · 0.9% of their software · price +$1.7M$11.3M+$3.2M
- GuidewireGWRE94,000 shares · 0.7% of their software · price +$747K$8.3MFlat
- Manhattan AssociatesMANH161,612 shares · 0.6% of their software · price +$829K$7.6M+$677K
- Q2QTWO115,074 shares · 0.5% of their software · price +$1.3M$6.6M−$2.1M
- Automatic Data Processing, Inc.ADP43,900 shares · 0.5% of their software · price +$907K$5.9MFlat
- CoStarCSGP10,880 shares · 0.4% of their software · price +$543K$4.5M−$968K
- TeradataTDC96,689 shares · 0.3% of their software$3.9MFlat
- Roper Technologies, Inc.ROP13,876 shares · 0.3% of their software$3.8M+$1.8M
- WEX Inc.WEX19,048 shares · 0.3% of their software · price +$645K$3.6M+$869K
- OneSpan Inc.OSPN175,000 shares · 0.3% of their software · price +$1.2M$3.4MNew · +$2.3M
- InterDigital, Inc.IDCC38,962 shares · 0.2% of their software$3.2M+$660K
- ServiceNowNOW7,560 shares · 0.1% of their software$1.3M−$619K
- TrimbleTRMB18,053 shares · 0.0% of their software$593KFlat
- AutodeskADSK4,501 shares · 0.0% of their software$590K−$851K
- Sabre CorporationSABR22,153 shares · 0.0% of their software$546KNew · Flat
- PTCPTC4,000 shares · 0.0% of their software$375KFlat
- WorkdayWDAY2,746 shares · 0.0% of their software$332KFlat
- QualysQLYS3,887 shares · 0.0% of their software$328KFlat
- VeevaVEEV1,656 shares · 0.0% of their software$128KFlat