Robeco Institutional Asset Management B.v.

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.

• Block, Inc.XYZ+$69.4M$39.3M
• PagSeguro Digital Ltd.PAGS+$56.4M$38.1M
• EVERTEC, Inc.EVTC+$33.0M$39.3M
• VeriSign, Inc.VRSN+$32.0M$41.8M
• Palo Alto NetworksPANW+$23.4M$19.6M

Software held

• MicrosoftMSFT4,525,907 shares · 28.7% of their software · price −$57.9M$460M+$7.1M
• BroadridgeBR1,322,566 shares · 7.9% of their software · price −$47.2M$127M+$13.6M
• F5, Inc.FFIV695,676 shares · 7.0% of their software · price −$26.0M$113M+$11.3M
• AdobeADBE432,600 shares · 6.1% of their software · price −$18.9M$97.8M−$9.1M
• Amdocs LimitedDOX1,434,909 shares · 5.2% of their software · price −$10.6M$84.0M+$1.2M
• IntuitINTU308,899 shares · 3.8% of their software · price −$9.4M$60.8M+$1.7M
• AkamaiAKAM990,506 shares · 3.8% of their software · price −$12.0M$60.5M+$2.2M
• NetApp, Inc.NTAP951,690 shares · 3.5% of their software · price −$25.0M$56.7M+$4.3M
• SynopsysSNPS599,902 shares · 3.2% of their software · price −$8.6M$50.5M−$7.9M
• FortinetFTNT612,765 shares · 2.7% of their software · price −$13.4M$43.1MFlat
• VeriSign, Inc.VRSN282,010 shares · 2.6% of their software · price −$3.3M$41.8M+$32.0M
• Block, Inc.XYZ701,341 shares · 2.5% of their software · price −$30.1M$39.3MNew · +$69.4M
• EVERTEC, Inc.EVTC1,369,850 shares · 2.5% of their software · price +$6.3M$39.3MNew · +$33.0M
• PagSeguro Digital Ltd.PAGS2,036,663 shares · 2.4% of their software · price −$18.2M$38.1MNew · +$56.4M
• SS&CSSNC800,680 shares · 2.3% of their software · price −$9.4M$36.1M−$14.2M
• CadenceCDNS561,723 shares · 1.5% of their software · price −$1.0M$24.4M+$2.0M
• OracleORCL527,107 shares · 1.5% of their software · price −$3.4M$23.8M+$6.9M
• WEX Inc.WEX169,283 shares · 1.5% of their software · price −$10.3M$23.7M+$17.1M
• Palo Alto NetworksPANW103,847 shares · 1.2% of their software · price −$3.8M$19.6MNew · +$23.4M
• Euronet Worldwide, Inc.EEFT185,000 shares · 1.2% of their software$18.9MNew · +$18.5M
• Fiserv, Inc.FISV242,904 shares · 1.1% of their software · price −$2.2M$17.9M−$760K
• Automatic Data Processing, Inc.ADP110,679 shares · 0.9% of their software · price −$2.2M$14.5M+$5.3M
• Paychex, Inc.PAYX202,125 shares · 0.8% of their software · price −$1.7M$13.2M+$873K
• VeriskVRSK105,087 shares · 0.7% of their software · price −$1.2M$11.5M+$4.7M
• GoDaddyGDDY164,739 shares · 0.7% of their software · price −$2.9M$10.7MNew · +$13.7M
• SPS CommerceSPSC118,577 shares · 0.6% of their software · price −$2.0M$9.7MNew · +$11.8M
• SalesforceCRM62,191 shares · 0.5% of their software · price −$1.4M$8.5M−$2.4M
• Sabre CorporationSABR390,107 shares · 0.5% of their software · price −$1.7M$8.4M+$9.6M
• Manhattan AssociatesMANH185,459 shares · 0.5% of their software · price −$2.3M$7.9M+$1.3M
• OneSpan Inc.OSPN520,484 shares · 0.4% of their software · price −$3.2M$6.7M−$1.5M
• ProgressPRGS178,905 shares · 0.4% of their software$6.3M−$2.9M
• Roper Technologies, Inc.ROP18,435 shares · 0.3% of their software · price −$547K$4.9MFlat
• ServiceNowNOW27,366 shares · 0.3% of their software$4.9MNew · +$5.4M
• VeevaVEEV52,604 shares · 0.3% of their software · price −$1.0M$4.7MNew · +$5.7M
• CoStarCSGP12,369 shares · 0.3% of their software · price −$1.0M$4.2M−$643K
• TeradataTDC96,689 shares · 0.2% of their software$3.7MFlat
• InterDigital, Inc.IDCC37,181 shares · 0.2% of their software · price −$505K$2.5M+$548K
• MorningstarMORN17,422 shares · 0.1% of their software$1.9MFlat
• AutodeskADSK12,004 shares · 0.1% of their software$1.5M+$1.2M
• WorkdayWDAY6,948 shares · 0.1% of their software$1.1MNew · +$1.0M
• PTCPTC5,546 shares · 0.0% of their software$460KFlat
• QualysQLYS3,887 shares · 0.0% of their software$290KFlat
• TrimbleTRMB5,348 shares · 0.0% of their software$176KFlat