Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2019 · compared with Q2 2019
- Software
- $2.3B
- Weight of 13F
- 8.1%
- Names
- 50
- Net bought
- +$96.6M
Filed 17 October 2019 · SEC filing.
971 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
- MicrosoftMSFT5,143,220 shares · 31.0% of their software · price +$26.1M$715M+$21.8M
- OracleORCL3,709,633 shares · 8.9% of their software · price −$7.2M$204M+$11.5M
- IntuitINTU398,025 shares · 4.6% of their software · price +$1.8M$106M−$1.3M
- AkamaiAKAM1,114,380 shares · 4.4% of their software · price +$12.5M$102M+$17.7M
- Amdocs LimitedDOX1,380,276 shares · 4.0% of their software · price +$5.5M$91.3M+$3.5M
- SynopsysSNPS626,703 shares · 3.7% of their software · price +$5.4M$86.0M+$6.6M
- VeriSign, Inc.VRSN440,722 shares · 3.6% of their software · price −$9.0M$83.1M+$18.7M
- PagSeguro Digital Ltd.PAGS1,692,652 shares · 3.4% of their software · price +$12.4M$78.4M−$18.1M
- AdobeADBE279,999 shares · 3.4% of their software · price −$5.2M$77.3M+$3.4M
- Automatic Data Processing, Inc.ADP373,215 shares · 2.6% of their software · price −$1.5M$60.2M+$1.2M
- Fiserv, Inc.FISV548,926 shares · 2.5% of their software · price +$6.8M$56.9M+$11.2M
- CadenceCDNS833,110 shares · 2.4% of their software · price −$3.9M$55.0M+$2.0M
- Block, Inc.XYZ879,852 shares · 2.4% of their software · price −$9.3M$54.5M+$5.4M
- Uber Technologies, Inc.UBER1,510,739 shares · 2.0% of their software · price −$24.0M$46.0M+$23.2M
- FortinetFTNT551,379 shares · 1.8% of their software$42.3M−$7.7M
- VeevaVEEV272,586 shares · 1.8% of their software · price −$2.6M$41.6M+$547K
- NetApp, Inc.NTAP625,562 shares · 1.4% of their software · price −$5.7M$32.8M−$3.9M
- BroadridgeBR253,832 shares · 1.4% of their software · price −$825K$31.6M+$868K
- Euronet Worldwide, Inc.EEFT200,147 shares · 1.3% of their software · price −$4.4M$29.3M+$1.7M
- EVERTEC, Inc.EVTC931,477 shares · 1.3% of their software · price −$1.4M$29.1M−$2.4M
- Roper Technologies, Inc.ROP75,160 shares · 1.2% of their software · price −$726K$26.8M−$646K
- VeriskVRSK163,680 shares · 1.1% of their software · price +$1.9M$25.9M+$6.3M
- Palo Alto NetworksPANW106,933 shares · 0.9% of their software$21.8M−$3.0M
- F5, Inc.FFIV154,281 shares · 0.9% of their software · price −$804K$21.7M−$3.9M
- WEX Inc.WEX100,000 shares · 0.9% of their software · price −$603K$20.2MFlat
- Paychex, Inc.PAYX215,727 shares · 0.8% of their software$17.9MFlat
- Manhattan AssociatesMANH195,321 shares · 0.7% of their software · price +$2.2M$15.8M−$2.3M
- SS&CSSNC296,032 shares · 0.7% of their software · price −$1.8M$15.3M−$24.6M
- CoStarCSGP22,343 shares · 0.6% of their software · price +$875K$13.3M+$1.4M
- SalesforceCRM78,106 shares · 0.5% of their software$11.6MFlat
- WorkdayWDAY67,022 shares · 0.5% of their software · price −$2.4M$11.4M−$849K
- SPS CommerceSPSC237,154 shares · 0.5% of their software · price −$13.1M$11.2MSplit
- StoneCo Ltd.STNE300,000 shares · 0.5% of their software · price +$1.6M$10.4MNew · +$8.9M
- ServiceNowNOW40,230 shares · 0.4% of their software · price −$834K$10.2M−$956K
- BlackLineBL200,000 shares · 0.4% of their software · price −$1.1M$9.6MNew · +$10.7M
- OneSpan Inc.OSPN570,000 shares · 0.4% of their software$8.3MFlat
- Fair IsaacFICO26,737 shares · 0.4% of their software$8.1M+$7.9M
- ProgressPRGS153,438 shares · 0.3% of their software · price −$853K$5.8M−$1.5M
- FactSetFDS17,356 shares · 0.2% of their software · price −$757K$4.2M+$2.8M
- InterDigital, Inc.IDCC62,265 shares · 0.1% of their software · price −$743K$3.3MFlat
- TeradataTDC71,521 shares · 0.1% of their software$2.2M−$825K
- PaycomPAYC10,003 shares · 0.1% of their software$2.1M+$1.4M
- MorningstarMORN9,995 shares · 0.1% of their software$1.5MFlat
- AutodeskADSK7,838 shares · 0.1% of their software$1.2MFlat
- Five9FIVN13,670 shares · 0.0% of their software$734KFlat
- PTCPTC7,307 shares · 0.0% of their software$498KFlat
- Sabre CorporationSABR12,220 shares · 0.0% of their software$274KFlat
- QualysQLYS3,553 shares · 0.0% of their software$269KFlat
- TrimbleTRMB5,348 shares · 0.0% of their software$208KFlat
- GoDaddyGDDY102 shares · 0.0% of their software$7KFlat