Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2019 · compared with Q3 2019
- Software
- $2.4B
- Weight of 13F
- 7.7%
- Names
- 55
- Net bought
- −$61.4M
Filed 6 February 2020 · SEC filing.
973 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
- MicrosoftMSFT5,212,010 shares · 34.2% of their software · price +$97.3M$822M+$9.6M
- OracleORCL3,846,505 shares · 8.5% of their software · price −$7.9M$204M+$7.5M
- AdobeADBE342,442 shares · 4.7% of their software · price +$18.3M$113M+$17.2M
- Amdocs LimitedDOX1,559,405 shares · 4.7% of their software · price +$9.5M$113M+$11.8M
- AkamaiAKAM1,222,572 shares · 4.4% of their software · price −$6.1M$106M+$9.9M
- IntuitINTU385,372 shares · 4.2% of their software · price −$1.5M$101M−$3.4M
- VeriSign, Inc.VRSN503,749 shares · 4.0% of their software · price +$2.0M$97.1M+$11.9M
- SynopsysSNPS622,637 shares · 3.6% of their software · price +$1.2M$86.7MFlat
- Uber Technologies, Inc.UBER2,043,661 shares · 2.5% of their software · price −$1.5M$60.8M+$16.2M
- Fiserv, Inc.FISV523,176 shares · 2.5% of their software · price +$6.3M$60.5M−$2.7M
- Block, Inc.XYZ879,852 shares · 2.3% of their software · price +$537K$55.0MFlat
- CadenceCDNS790,368 shares · 2.3% of their software · price +$2.6M$54.8M−$2.8M
- Automatic Data Processing, Inc.ADP280,639 shares · 2.0% of their software · price +$2.5M$47.9M−$14.9M
- FortinetFTNT397,183 shares · 1.8% of their software · price +$11.9M$42.4M−$11.8M
- VeevaVEEV249,302 shares · 1.5% of their software · price −$3.0M$35.1M−$3.6M
- NetApp, Inc.NTAP507,801 shares · 1.3% of their software · price +$4.9M$31.6M−$6.2M
- Euronet Worldwide, Inc.EEFT200,000 shares · 1.3% of their software · price +$2.3M$31.5MFlat
- EVERTEC, Inc.EVTC924,256 shares · 1.3% of their software · price +$2.6M$31.5MFlat
- BroadridgeBR252,522 shares · 1.3% of their software$31.2MFlat
- Paychex, Inc.PAYX332,777 shares · 1.2% of their software · price +$762K$28.3M+$9.7M
- VeriskVRSK178,816 shares · 1.1% of their software · price −$1.6M$26.7M+$2.4M
- WEX Inc.WEX110,000 shares · 1.0% of their software · price +$813K$23.0M+$2.0M
- F5, Inc.FFIV140,835 shares · 0.8% of their software$19.7M−$1.9M
- SS&CSSNC312,781 shares · 0.8% of their software · price +$3.1M$19.2M+$864K
- Palo Alto NetworksPANW62,508 shares · 0.6% of their software · price +$1.7M$14.5M−$9.1M
- SalesforceCRM84,322 shares · 0.6% of their software · price +$1.2M$13.7M+$923K
- QualysQLYS155,623 shares · 0.5% of their software · price +$1.2M$13.0M+$11.5M
- Manhattan AssociatesMANH141,463 shares · 0.5% of their software$11.3M−$4.3M
- StoneCo Ltd.STNE275,000 shares · 0.5% of their software · price +$1.4M$11.0M−$870K
- BlackLineBL200,000 shares · 0.4% of their software · price +$750K$10.3MFlat
- OneSpan Inc.OSPN600,000 shares · 0.4% of their software · price +$1.6M$10.3MFlat
- Roper Technologies, Inc.ROP28,824 shares · 0.4% of their software$10.2M−$16.5M
- SPS CommerceSPSC161,192 shares · 0.4% of their software · price +$1.3M$8.9M−$3.6M
- GuidewireGWRE80,378 shares · 0.4% of their software$8.8MNew · +$8.5M
- ServiceNowNOW31,160 shares · 0.4% of their software · price +$887K$8.8M−$2.3M
- CoStarCSGP14,061 shares · 0.4% of their software$8.4M−$4.9M
- Fair IsaacFICO17,012 shares · 0.3% of their software · price +$1.2M$6.4M−$3.0M
- Gen DigitalGEN185,096 shares · 0.2% of their software$4.7MNew · +$4.4M
- ProgressPRGS89,230 shares · 0.2% of their software$3.7M−$2.4M
- PaycomPAYC10,368 shares · 0.1% of their software · price +$573K$2.7MFlat
- WorkdayWDAY15,964 shares · 0.1% of their software$2.6M−$8.7M
- AutodeskADSK10,594 shares · 0.1% of their software$1.9MFlat
- InterDigital, Inc.IDCC30,345 shares · 0.1% of their software$1.7M−$1.7M
- TeradataTDC46,232 shares · 0.1% of their software$1.2M−$784K
- FactSetFDS4,252 shares · 0.0% of their software$1.1M−$3.2M
- MorningstarMORN6,959 shares · 0.0% of their software$1.1MFlat
- Cerence Inc.CRNC44,056 shares · 0.0% of their software$997KNew · +$760K
- Five9FIVN13,670 shares · 0.0% of their software$896KFlat
- PTCPTC8,072 shares · 0.0% of their software$605KFlat
- Tyler TechnologiesTYL1,372 shares · 0.0% of their software$412KNew · Flat
- Sabre CorporationSABR15,269 shares · 0.0% of their software$342KFlat
- DocuSignDOCU4,362 shares · 0.0% of their software$324KNew · Flat
- TrimbleTRMB5,348 shares · 0.0% of their software$223KFlat
- GoDaddyGDDY1,158 shares · 0.0% of their software$79KFlat
- MongoDBMDB253 shares · 0.0% of their software$33KNew · Flat