Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2020 · compared with Q4 2019
- Software
- $2.3B
- Weight of 13F
- 9.1%
- Names
- 55
- Net bought
- +$84.5M
Filed 30 April 2020 · SEC filing.
983 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
- MicrosoftMSFT5,649,592 shares · 39.3% of their software$891M+$69.0M
- OracleORCL3,849,422 shares · 8.2% of their software · price −$17.9M$186MFlat
- AdobeADBE398,401 shares · 5.6% of their software · price −$4.6M$127M+$18.5M
- Amdocs LimitedDOX1,837,668 shares · 4.5% of their software · price −$31.6M$101M+$20.1M
- AkamaiAKAM1,046,590 shares · 4.2% of their software · price +$5.3M$95.8M−$15.2M
- VeriSign, Inc.VRSN467,926 shares · 3.7% of their software · price −$5.9M$84.3M−$6.9M
- Uber Technologies, Inc.UBER2,628,096 shares · 3.2% of their software · price −$4.8M$73.4M+$17.4M
- Block, Inc.XYZ1,350,000 shares · 3.1% of their software · price −$13.7M$70.7M+$29.4M
- SynopsysSNPS523,747 shares · 3.0% of their software · price −$5.5M$67.5M−$13.8M
- IntuitINTU279,307 shares · 2.8% of their software · price −$8.9M$64.2M−$27.8M
- Fiserv, Inc.FISV524,222 shares · 2.2% of their software · price −$10.8M$49.8MFlat
- FortinetFTNT420,069 shares · 1.9% of their software · price −$2.3M$42.5M+$2.4M
- Automatic Data Processing, Inc.ADP258,197 shares · 1.6% of their software · price −$8.7M$35.3M−$3.8M
- CadenceCDNS521,302 shares · 1.5% of their software · price −$1.7M$34.4M−$18.7M
- EVERTEC, Inc.EVTC1,172,221 shares · 1.2% of their software · price −$13.3M$26.6M+$8.4M
- Euronet Worldwide, Inc.EEFT305,000 shares · 1.2% of their software · price −$21.9M$26.1M+$16.5M
- VeriskVRSK178,275 shares · 1.1% of their software · price −$1.8M$24.9MFlat
- Gen DigitalGEN1,144,923 shares · 0.9% of their software · price −$7.8M$21.4M+$24.5M
- NetApp, Inc.NTAP496,824 shares · 0.9% of their software · price −$10.2M$20.7M−$683K
- Paychex, Inc.PAYX272,796 shares · 0.8% of their software · price −$6.0M$17.2M−$5.1M
- AutodeskADSK109,268 shares · 0.8% of their software · price −$3.0M$17.1M+$18.1M
- SalesforceCRM109,266 shares · 0.7% of their software · price −$2.0M$15.7M+$4.1M
- BroadridgeBR161,288 shares · 0.7% of their software · price −$4.6M$15.3M−$11.3M
- SS&CSSNC327,363 shares · 0.6% of their software · price −$5.8M$14.3M+$895K
- QualysQLYS164,130 shares · 0.6% of their software · price +$594K$14.3M+$709K
- Palo Alto NetworksPANW67,258 shares · 0.5% of their software · price −$4.5M$11.0M+$1.1M
- F5, Inc.FFIV103,269 shares · 0.5% of their software · price −$3.4M$11.0M−$5.2M
- OneSpan Inc.OSPN600,000 shares · 0.5% of their software · price +$618K$10.9MFlat
- WEX Inc.WEX90,000 shares · 0.4% of their software · price −$9.4M$9.4M−$4.2M
- VeevaVEEV55,426 shares · 0.4% of their software · price +$871K$8.7M−$27.3M
- BlackLineBL155,000 shares · 0.4% of their software$8.2M−$2.3M
- GuidewireGWRE100,000 shares · 0.3% of their software · price −$3.0M$7.9M+$2.2M
- DocuSignDOCU79,534 shares · 0.3% of their software · price +$1.5M$7.3M+$5.6M
- CoStarCSGP12,440 shares · 0.3% of their software$7.3M−$970K
- Manhattan AssociatesMANH141,463 shares · 0.3% of their software · price −$4.2M$7.0MFlat
- SPS CommerceSPSC149,862 shares · 0.3% of their software · price −$1.3M$7.0M−$628K
- ServiceNowNOW21,988 shares · 0.3% of their software$6.3M−$2.6M
- StoneCo Ltd.STNE250,000 shares · 0.2% of their software · price −$4.5M$5.4M−$997K
- Fair IsaacFICO16,873 shares · 0.2% of their software · price −$1.1M$5.2MFlat
- Roper Technologies, Inc.ROP9,849 shares · 0.1% of their software$3.1M−$6.7M
- ProgressPRGS76,911 shares · 0.1% of their software · price −$735K$2.5M−$512K
- WorkdayWDAY16,092 shares · 0.1% of their software · price −$551K$2.1MFlat
- PaycomPAYC8,243 shares · 0.1% of their software · price −$517K$1.7M−$563K
- InterDigital, Inc.IDCC30,345 shares · 0.1% of their software$1.4MFlat
- FactSetFDS4,252 shares · 0.0% of their software$1.1MFlat
- Five9FIVN13,670 shares · 0.0% of their software$1.0MFlat
- TeradataTDC46,232 shares · 0.0% of their software$947KFlat
- Tyler TechnologiesTYL3,195 shares · 0.0% of their software$947K+$547K
- RingCentralRNG2,999 shares · 0.0% of their software$635KNew · +$506K
- PTCPTC7,534 shares · 0.0% of their software$461KFlat
- TrimbleTRMB13,248 shares · 0.0% of their software$421KFlat
- Sabre CorporationSABR51,834 shares · 0.0% of their software · price −$856K$307K+$821K
- GoDaddyGDDY5,300 shares · 0.0% of their software$303KFlat
- Cerence Inc.CRNC13,813 shares · 0.0% of their software$213K−$684K
- MongoDBMDB253 shares · 0.0% of their software$35KFlat