Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2019 · compared with Q4 2018
- Software
- $1.9B
- Weight of 13F
- 7.0%
- Names
- 45
- Net bought
- +$4.7M
Filed 2 May 2019 · SEC filing.
958 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
- MicrosoftMSFT4,840,107 shares · 29.8% of their software · price +$79.2M$571M+$31.9M
- F5, Inc.FFIV684,314 shares · 5.6% of their software · price −$3.5M$107M−$1.8M
- IntuitINTU349,090 shares · 4.8% of their software · price +$22.5M$91.3M+$7.9M
- OracleORCL1,510,491 shares · 4.2% of their software · price +$12.9M$81.1M+$44.4M
- Amdocs LimitedDOX1,379,562 shares · 3.9% of their software · price −$6.2M$74.7M−$3.2M
- AdobeADBE276,002 shares · 3.8% of their software · price +$11.1M$73.5M−$35.4M
- SynopsysSNPS559,645 shares · 3.4% of their software · price +$17.3M$64.4M−$3.4M
- AkamaiAKAM890,924 shares · 3.3% of their software · price +$9.5M$63.9M−$6.1M
- NetApp, Inc.NTAP898,479 shares · 3.3% of their software · price +$8.7M$62.3M−$3.2M
- VeriSign, Inc.VRSN335,307 shares · 3.2% of their software · price +$11.2M$60.9M+$7.9M
- PagSeguro Digital Ltd.PAGS2,030,986 shares · 3.2% of their software · price +$22.6M$60.6MFlat
- FortinetFTNT648,491 shares · 2.8% of their software · price +$8.8M$54.5M+$2.5M
- SS&CSSNC835,955 shares · 2.8% of their software · price +$15.5M$53.2M+$1.6M
- Block, Inc.XYZ701,341 shares · 2.7% of their software · price +$13.2M$52.5MFlat
- CadenceCDNS688,165 shares · 2.3% of their software · price +$13.8M$43.7M+$5.5M
- Automatic Data Processing, Inc.ADP244,255 shares · 2.0% of their software · price +$7.0M$39.0M+$17.5M
- BroadridgeBR347,447 shares · 1.9% of their software · price +$2.6M$36.0M−$93.9M
- VeevaVEEV247,460 shares · 1.6% of their software · price +$9.3M$31.4M+$17.4M
- Euronet Worldwide, Inc.EEFT200,147 shares · 1.5% of their software · price +$8.0M$28.5M+$1.6M
- EVERTEC, Inc.EVTC946,339 shares · 1.4% of their software · price −$842K$26.3M−$12.2M
- Fiserv, Inc.FISV295,010 shares · 1.4% of their software · price +$4.4M$26.0M+$3.8M
- Palo Alto NetworksPANW100,475 shares · 1.3% of their software · price +$5.5M$24.4M−$635K
- WEX Inc.WEX125,000 shares · 1.3% of their software · price +$6.5M$24.0M−$6.2M
- Sabre CorporationSABR909,973 shares · 1.0% of their software$19.5M+$11.2M
- SalesforceCRM121,513 shares · 1.0% of their software · price +$2.6M$19.2M+$8.1M
- Paychex, Inc.PAYX221,920 shares · 0.9% of their software · price +$3.3M$17.8M+$1.3M
- VeriskVRSK114,201 shares · 0.8% of their software · price +$2.7M$15.2M+$994K
- WorkdayWDAY74,787 shares · 0.8% of their software · price +$2.5M$14.4M+$10.8M
- Manhattan AssociatesMANH228,934 shares · 0.7% of their software · price +$2.9M$12.6M+$1.8M
- SPS CommerceSPSC118,577 shares · 0.7% of their software · price +$2.8M$12.6MFlat
- ServiceNowNOW38,009 shares · 0.5% of their software · price +$2.6M$9.4M+$1.9M
- ProgressPRGS190,243 shares · 0.4% of their software · price +$1.7M$8.4MFlat
- OneSpan Inc.OSPN420,000 shares · 0.4% of their software · price +$2.6M$8.1M−$1.3M
- Roper Technologies, Inc.ROP20,103 shares · 0.4% of their software · price +$1.5M$6.9MFlat
- CoStarCSGP12,709 shares · 0.3% of their software · price +$1.6M$5.9MFlat
- InterDigital, Inc.IDCC65,932 shares · 0.2% of their software$4.4M+$1.9M
- TeradataTDC96,689 shares · 0.2% of their software · price +$511K$4.2MFlat
- AutodeskADSK14,887 shares · 0.1% of their software$2.3MFlat
- MorningstarMORN15,609 shares · 0.1% of their software$2.0MFlat
- OktaOKTA16,304 shares · 0.1% of their software$1.3MNew · +$1.0M
- Five9FIVN13,670 shares · 0.0% of their software$722KNew · +$598K
- PTCPTC5,046 shares · 0.0% of their software$465KFlat
- QualysQLYS3,887 shares · 0.0% of their software$322KFlat
- TrimbleTRMB5,348 shares · 0.0% of their software$216KFlat
- GoDaddyGDDY102 shares · 0.0% of their software$8K−$10.8M