Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2020 · compared with Q1 2020
- Software
- $3.0B
- Weight of 13F
- 10.0%
- Names
- 62
- Net bought
- +$40.7M
Filed 20 July 2020 · SEC filing.
974 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
- MicrosoftMSFT5,793,679 shares · 40.0% of their software · price +$265M$1.2B+$22.7M
- OracleORCL4,102,999 shares · 7.7% of their software · price +$28.5M$227M+$12.3M
- AdobeADBE417,538 shares · 6.2% of their software · price +$48.9M$182M+$6.1M
- Block, Inc.XYZ1,114,394 shares · 4.0% of their software · price +$58.6M$117M−$12.3M
- AkamaiAKAM1,069,101 shares · 3.9% of their software · price +$16.7M$114M+$2.1M
- Amdocs LimitedDOX1,780,611 shares · 3.7% of their software · price +$10.5M$108M−$3.1M
- Uber Technologies, Inc.UBER3,131,491 shares · 3.3% of their software · price +$9.9M$97.3M+$14.1M
- VeriSign, Inc.VRSN466,999 shares · 3.3% of their software · price +$12.5M$96.6MFlat
- SynopsysSNPS446,628 shares · 3.0% of their software · price +$29.6M$87.1M−$9.9M
- IntuitINTU254,872 shares · 2.6% of their software · price +$16.9M$75.5M−$5.6M
- FortinetFTNT407,294 shares · 1.9% of their software · price +$14.7M$55.9M−$1.3M
- Fiserv, Inc.FISV508,338 shares · 1.7% of their software · price +$1.3M$49.6M−$1.5M
- Gen DigitalGEN2,421,758 shares · 1.6% of their software · price +$2.7M$48.0M+$23.9M
- AutodeskADSK193,938 shares · 1.6% of their software · price +$16.1M$46.4M+$13.2M
- Palo Alto NetworksPANW156,912 shares · 1.2% of their software · price +$10.3M$36.0M+$14.7M
- DocuSignDOCU203,249 shares · 1.2% of their software · price +$16.2M$35.0M+$11.4M
- CadenceCDNS362,181 shares · 1.2% of their software · price +$10.8M$34.8M−$10.5M
- QualysQLYS281,938 shares · 1.0% of their software · price +$4.8M$29.3M+$10.2M
- VeriskVRSK171,978 shares · 1.0% of their software · price +$5.3M$29.3M−$878K
- Automatic Data Processing, Inc.ADP183,112 shares · 0.9% of their software · price +$2.2M$27.3M−$10.3M
- NetApp, Inc.NTAP608,423 shares · 0.9% of their software · price +$1.6M$27.0M+$4.7M
- SalesforceCRM116,528 shares · 0.7% of their software · price +$5.1M$21.8M+$1.0M
- EVERTEC, Inc.EVTC650,000 shares · 0.6% of their software · price +$3.5M$18.3M−$11.9M
- SS&CSSNC317,812 shares · 0.6% of their software · price +$4.0M$18.0MFlat
- BroadridgeBR141,630 shares · 0.6% of their software · price +$4.4M$17.9M−$1.9M
- StoneCo Ltd.STNE450,000 shares · 0.6% of their software · price +$7.6M$17.4M+$4.4M
- Euronet Worldwide, Inc.EEFT175,000 shares · 0.6% of their software · price +$1.8M$16.8M−$11.1M
- OneSpan Inc.OSPN550,000 shares · 0.5% of their software · price +$5.4M$15.4M−$908K
- BlackLineBL155,000 shares · 0.4% of their software · price +$4.7M$12.9MFlat
- ServiceNowNOW27,825 shares · 0.4% of their software · price +$3.3M$11.3M+$1.7M
- GuidewireGWRE100,000 shares · 0.4% of their software · price +$3.2M$11.1MFlat
- F5, Inc.FFIV70,647 shares · 0.3% of their software · price +$2.3M$9.9M−$3.5M
- GoDaddyGDDY105,364 shares · 0.3% of their software · price +$1.7M$7.7M+$5.7M
- CoStarCSGP10,776 shares · 0.3% of their software · price +$1.3M$7.7M−$977K
- ZoomZM28,956 shares · 0.2% of their software · price +$3.1M$7.3MNew · +$4.2M
- Manhattan AssociatesMANH69,464 shares · 0.2% of their software · price +$3.1M$6.5MSplit
- DropboxDBX296,958 shares · 0.2% of their software · price +$1.1M$6.5MNew · +$5.4M
- Paychex, Inc.PAYX84,681 shares · 0.2% of their software · price +$1.1M$6.4M−$11.8M
- SPS CommerceSPSC72,288 shares · 0.2% of their software · price +$2.1M$5.4MSplit
- VeevaVEEV22,319 shares · 0.2% of their software · price +$1.7M$5.2M−$5.2M
- WorkdayWDAY17,592 shares · 0.1% of their software · price +$1.0M$3.3MFlat
- Roper Technologies, Inc.ROP7,328 shares · 0.1% of their software · price +$560K$2.8M−$786K
- Fair IsaacFICO5,856 shares · 0.1% of their software · price +$646K$2.4M−$3.4M
- Tyler TechnologiesTYL6,616 shares · 0.1% of their software$2.3M+$1.0M
- TenableTENB70,624 shares · 0.1% of their software · price +$561K$2.1MNew · +$1.5M
- TrimbleTRMB40,029 shares · 0.1% of their software$1.7M+$852K
- FactSetFDS4,252 shares · 0.0% of their software$1.4MFlat
- CrowdStrikeCRWD12,733 shares · 0.0% of their software · price +$568K$1.3MNew · +$709K
- NetScout Systems, Inc.NTCT45,127 shares · 0.0% of their software$1.2MNew · +$1.1M
- TwilioTWLO4,470 shares · 0.0% of their software · price +$581K$981KNew · Flat
- RingCentralRNG3,000 shares · 0.0% of their software$856KFlat
- ProgressPRGS19,270 shares · 0.0% of their software$747K−$1.8M
- PTCPTC7,534 shares · 0.0% of their software$586KFlat
- Cerence Inc.CRNC13,813 shares · 0.0% of their software$564KFlat
- PaycomPAYC1,558 shares · 0.0% of their software$483K−$1.4M
- DatadogDDOG4,881 shares · 0.0% of their software$424KNew · Flat
- TeradataTDC15,511 shares · 0.0% of their software$323K−$629K
- BoxBOX14,586 shares · 0.0% of their software$303KNew · Flat
- DynatraceDT7,154 shares · 0.0% of their software$291KNew · Flat
- OktaOKTA1,066 shares · 0.0% of their software$213KNew · Flat
- InterDigital, Inc.IDCC391 shares · 0.0% of their software$22K−$1.3M
- Lyft, Inc.LYFT451 shares · 0.0% of their software$15KNew · Flat