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.

• OracleORCL+$107M$200M
• F5, Inc.FFIV−$79.0M$26.3M
• Uber Technologies, Inc.UBER+$46.9M$46.9M
• Roper Technologies, Inc.ROP+$19.4M$28.2M
• Automatic Data Processing, Inc.ADP+$19.4M$60.5M

Software held

• MicrosoftMSFT4,980,276 shares · 30.1% of their software · price +$79.8M$667M+$16.5M
• OracleORCL3,507,235 shares · 9.0% of their software · price +$11.4M$200M+$107M
• IntuitINTU403,002 shares · 4.7% of their software$105M+$14.1M
• PagSeguro Digital Ltd.PAGS2,155,986 shares · 3.8% of their software · price +$19.7M$84.0M+$3.7M
• Amdocs LimitedDOX1,324,149 shares · 3.7% of their software · price +$10.6M$82.2M−$3.0M
• AdobeADBE268,590 shares · 3.6% of their software · price +$7.6M$79.1M−$2.0M
• SynopsysSNPS575,209 shares · 3.3% of their software · price +$7.8M$74.0M+$1.8M
• VeriSign, Inc.VRSN351,427 shares · 3.3% of their software · price +$9.7M$73.5M+$2.9M
• AkamaiAKAM894,131 shares · 3.2% of their software · price +$7.5M$71.7MFlat
• Automatic Data Processing, Inc.ADP365,856 shares · 2.7% of their software · price +$2.0M$60.5M+$19.4M
• Block, Inc.XYZ805,331 shares · 2.6% of their software · price −$1.9M$58.4M+$7.8M
• CadenceCDNS805,413 shares · 2.6% of their software · price +$5.9M$57.0M+$7.4M
• FortinetFTNT651,152 shares · 2.3% of their software · price −$4.6M$50.0MFlat
• Uber Technologies, Inc.UBER1,010,739 shares · 2.1% of their software$46.9MNew · +$46.9M
• VeevaVEEV269,213 shares · 2.0% of their software · price +$9.5M$43.6M+$2.8M
• NetApp, Inc.NTAP688,748 shares · 1.9% of their software · price −$5.3M$42.5M−$14.5M
• SS&CSSNC723,785 shares · 1.9% of their software · price −$4.4M$41.7M−$7.1M
• Fiserv, Inc.FISV426,204 shares · 1.8% of their software · price +$1.2M$38.9M+$11.6M
• EVERTEC, Inc.EVTC1,006,339 shares · 1.5% of their software · price +$4.9M$32.9M+$1.7M
• Euronet Worldwide, Inc.EEFT190,147 shares · 1.4% of their software · price +$4.9M$32.0M−$1.4M
• BroadridgeBR247,030 shares · 1.4% of their software · price +$5.9M$31.5M−$10.4M
• Roper Technologies, Inc.ROP76,923 shares · 1.3% of their software · price +$1.9M$28.2M+$19.4M
• F5, Inc.FFIV180,837 shares · 1.2% of their software · price −$2.0M$26.3M−$79.0M
• Palo Alto NetworksPANW121,834 shares · 1.1% of their software · price −$4.8M$24.8M+$5.2M
• WEX Inc.WEX100,000 shares · 0.9% of their software · price +$1.6M$20.8M−$4.8M
• Paychex, Inc.PAYX214,423 shares · 0.8% of their software$17.6M−$601K
• VeriskVRSK120,426 shares · 0.8% of their software · price +$1.6M$17.6M+$828K
• Manhattan AssociatesMANH228,934 shares · 0.7% of their software · price +$3.3M$15.9MFlat
• WorkdayWDAY71,150 shares · 0.7% of their software · price +$906K$14.6M−$701K
• SalesforceCRM80,347 shares · 0.5% of their software · price −$534K$12.2M−$6.5M
• SPS CommerceSPSC118,577 shares · 0.5% of their software$12.1MFlat
• ServiceNowNOW43,713 shares · 0.5% of their software · price +$1.2M$12.0M+$1.4M
• CoStarCSGP19,787 shares · 0.5% of their software · price +$1.7M$11.0M+$3.3M
• ProgressPRGS187,978 shares · 0.4% of their software$8.2MFlat
• OneSpan Inc.OSPN570,000 shares · 0.4% of their software · price −$2.9M$8.1M+$2.9M
• InterDigital, Inc.IDCC65,932 shares · 0.2% of their software$4.2MFlat
• TeradataTDC94,545 shares · 0.2% of their software · price −$737K$3.4MFlat
• FactSetFDS7,603 shares · 0.1% of their software$2.2MNew · +$1.9M
• MorningstarMORN9,995 shares · 0.1% of their software$1.4M−$707K
• AutodeskADSK5,387 shares · 0.0% of their software$877K−$1.5M
• PaycomPAYC3,755 shares · 0.0% of their software$851KNew · +$710K
• Five9FIVN13,670 shares · 0.0% of their software$702KFlat
• PTCPTC7,307 shares · 0.0% of their software$656KFlat
• Fair IsaacFICO1,574 shares · 0.0% of their software$494KNew · Flat
• QualysQLYS3,553 shares · 0.0% of their software$309KFlat
• Sabre CorporationSABR12,220 shares · 0.0% of their software$271K−$19.2M
• TrimbleTRMB5,348 shares · 0.0% of their software$241KFlat
• GoDaddyGDDY102 shares · 0.0% of their software$7KFlat