Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2018 · compared with Q2 2018
- Software
- $1.6B
- Weight of 13F
- 6.8%
- Names
- 33
- Net bought
- +$156M
Filed 25 October 2018 · SEC filing.
865 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
- MicrosoftMSFT4,463,845 shares · 31.7% of their software · price +$70.4M$511M+$58.9M
- BroadridgeBR1,219,539 shares · 10.0% of their software · price +$20.5M$161M−$2.4M
- F5, Inc.FFIV638,956 shares · 7.9% of their software · price +$17.2M$127M+$63.9M
- AdobeADBE466,139 shares · 7.8% of their software · price +$12.2M$126M+$26.6M
- Amdocs LimitedDOX1,417,153 shares · 5.8% of their software$93.5M+$30.4M
- NetApp, Inc.NTAP901,376 shares · 4.8% of their software · price +$6.6M$77.4M+$4.3M
- AkamaiAKAM960,126 shares · 4.4% of their software$70.2M+$19.5M
- IntuitINTU301,635 shares · 4.3% of their software · price +$7.0M$68.6M+$13.0M
- SynopsysSNPS680,323 shares · 4.2% of their software · price +$8.9M$67.1M−$2.6M
- SS&CSSNC1,051,342 shares · 3.6% of their software · price +$5.2M$58.0M+$36.6M
- FortinetFTNT610,249 shares · 3.5% of their software · price +$18.2M$56.3M+$6.6M
- CadenceCDNS518,305 shares · 1.5% of their software · price +$1.0M$23.5M+$1.6M
- Fiserv, Inc.FISV252,128 shares · 1.3% of their software · price +$2.1M$20.8M+$4.4M
- OracleORCL394,106 shares · 1.3% of their software · price +$3.0M$20.3M−$26.7M
- WEX Inc.WEX84,332 shares · 1.1% of their software · price +$867K$16.9M+$12.4M
- Paychex, Inc.PAYX190,271 shares · 0.9% of their software · price +$1.0M$14.0M+$553K
- VeriSign, Inc.VRSN82,120 shares · 0.8% of their software · price +$1.9M$13.2M−$557K
- SalesforceCRM77,520 shares · 0.8% of their software · price +$1.8M$12.3M−$681K
- OneSpan Inc.OSPN600,000 shares · 0.7% of their software$11.5M+$8.4M
- Automatic Data Processing, Inc.ADP75,816 shares · 0.7% of their software · price +$1.3M$11.4M+$4.3M
- ProgressPRGS260,917 shares · 0.6% of their software · price −$921K$9.2M−$1.7M
- Manhattan AssociatesMANH161,990 shares · 0.6% of their software · price +$1.2M$8.8MFlat
- VeriskVRSK66,490 shares · 0.5% of their software · price +$858K$8.0MNew · +$7.2M
- CoStarCSGP13,897 shares · 0.4% of their software$5.8M+$1.2M
- Roper Technologies, Inc.ROP19,172 shares · 0.4% of their software$5.7M+$1.5M
- TeradataTDC96,689 shares · 0.2% of their software$3.6MFlat
- InterDigital, Inc.IDCC30,329 shares · 0.2% of their software$2.4M−$698K
- MorningstarMORN17,494 shares · 0.1% of their software$2.2MNew · +$2.2M
- AutodeskADSK4,501 shares · 0.0% of their software$702KFlat
- Sabre CorporationSABR22,153 shares · 0.0% of their software$546KFlat
- PTCPTC4,531 shares · 0.0% of their software$481KFlat
- QualysQLYS3,887 shares · 0.0% of their software$328KFlat
- TrimbleTRMB5,348 shares · 0.0% of their software$232KFlat