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.

• VeriSign, Inc.VRSN−$68.9M$27.4M
• OracleORCL+$67.3M$318M
• IntuitINTU+$54.6M$143M
• MicrosoftMSFT+$35.8M$1.3B
• ZoomZM+$26.5M$62.7M

Software held

• MicrosoftMSFT5,969,738 shares · 37.8% of their software · price +$40.7M$1.3B+$35.8M
• OracleORCL5,320,559 shares · 9.6% of their software · price +$23.6M$318M+$67.3M
• AdobeADBE410,893 shares · 6.1% of their software · price +$22.6M$202M−$2.9M
• Block, Inc.XYZ1,112,510 shares · 5.5% of their software · price +$64.1M$181MFlat
• IntuitINTU439,228 shares · 4.3% of their software · price +$13.2M$143M+$54.6M
• AkamaiAKAM1,074,664 shares · 3.6% of their software · price +$3.7M$119MFlat
• Uber Technologies, Inc.UBER3,132,981 shares · 3.4% of their software · price +$16.9M$114MFlat
• SynopsysSNPS458,416 shares · 3.0% of their software · price +$8.7M$98.1M+$2.3M
• Amdocs LimitedDOX1,665,558 shares · 2.9% of their software · price −$5.8M$95.6M−$7.0M
• Fiserv, Inc.FISV609,660 shares · 1.9% of their software · price +$3.3M$62.8M+$9.9M
• ZoomZM133,460 shares · 1.9% of their software · price +$28.9M$62.7M+$26.5M
• DocuSignDOCU282,280 shares · 1.8% of their software · price +$12.1M$60.8M+$13.6M
• AutodeskADSK241,446 shares · 1.7% of their software · price −$2.0M$55.8M+$11.4M
• FortinetFTNT450,640 shares · 1.6% of their software · price −$8.8M$53.1M+$6.0M
• Gen DigitalGEN2,317,470 shares · 1.5% of their software · price +$2.3M$48.3M−$2.1M
• CadenceCDNS430,091 shares · 1.4% of their software · price +$4.6M$45.9M+$6.5M
• SalesforceCRM163,423 shares · 1.2% of their software · price +$10.5M$41.1M+$8.8M
• Palo Alto NetworksPANW144,549 shares · 1.1% of their software · price +$2.2M$35.4M−$2.8M
• VeriskVRSK163,784 shares · 0.9% of their software · price +$2.5M$30.4M−$1.4M
• QualysQLYS286,531 shares · 0.8% of their software · price −$1.7M$28.1MFlat
• VeriSign, Inc.VRSN133,697 shares · 0.8% of their software$27.4M−$68.9M
• NetApp, Inc.NTAP578,992 shares · 0.8% of their software$25.4M−$1.3M
• ServiceNowNOW45,715 shares · 0.7% of their software · price +$3.7M$22.2M+$7.2M
• DropboxDBX1,016,519 shares · 0.6% of their software · price −$2.6M$19.6M+$15.7M
• SS&CSSNC305,167 shares · 0.6% of their software · price +$1.2M$18.5M−$714K
• BroadridgeBR123,179 shares · 0.5% of their software · price +$716K$16.3M−$2.3M
• BlackLineBL155,000 shares · 0.4% of their software · price +$1.0M$13.9MFlat
• GuidewireGWRE125,000 shares · 0.4% of their software · price −$823K$13.0M+$2.8M
• Roper Technologies, Inc.ROP30,618 shares · 0.4% of their software$12.1M+$9.0M
• OneSpan Inc.OSPN550,000 shares · 0.3% of their software · price −$3.8M$11.5MFlat
• Automatic Data Processing, Inc.ADP69,166 shares · 0.3% of their software · price −$650K$9.6M−$17.0M
• CoStarCSGP10,576 shares · 0.3% of their software · price +$1.5M$9.0MFlat
• FactSetFDS21,997 shares · 0.2% of their software$7.4M+$5.8M
• VeevaVEEV25,697 shares · 0.2% of their software · price +$1.2M$7.2M+$792K
• TrimbleTRMB123,874 shares · 0.2% of their software · price +$683K$6.0M+$3.6M
• GoDaddyGDDY70,061 shares · 0.2% of their software$5.3M−$2.6M
• Tyler TechnologiesTYL14,985 shares · 0.2% of their software$5.2M+$2.9M
• F5, Inc.FFIV37,476 shares · 0.1% of their software · price −$626K$4.6M−$4.6M
• SPS CommerceSPSC53,473 shares · 0.1% of their software$4.2M−$1.4M
• Paychex, Inc.PAYX49,719 shares · 0.1% of their software$4.0M−$2.6M
• WorkdayWDAY18,371 shares · 0.1% of their software · price +$510K$4.0MFlat
• CrowdStrikeCRWD27,138 shares · 0.1% of their software · price +$1.0M$3.7M+$1.4M
• Manhattan AssociatesMANH38,185 shares · 0.1% of their software$3.6M−$2.9M
• Fair IsaacFICO5,856 shares · 0.1% of their software$2.5MFlat
• TenableTENB60,901 shares · 0.1% of their software$2.3MFlat
• TwilioTWLO7,656 shares · 0.1% of their software$1.9M+$699K
• DatadogDDOG17,886 shares · 0.1% of their software$1.8M+$1.1M
• OktaOKTA7,616 shares · 0.0% of their software$1.6M+$1.3M
• ProgressPRGS32,286 shares · 0.0% of their software$1.2M+$504K
• NetScout Systems, Inc.NTCT35,855 shares · 0.0% of their software$782KFlat
• PTCPTC7,842 shares · 0.0% of their software$649KFlat
• ZscalerZS2,520 shares · 0.0% of their software$355KNew · Flat
• DynatraceDT7,154 shares · 0.0% of their software$293KFlat
• BoxBOX14,586 shares · 0.0% of their software$253KFlat
• PaycomPAYC200 shares · 0.0% of their software$62KFlat
• TeradataTDC1,698 shares · 0.0% of their software$39KFlat
• RingCentralRNG137 shares · 0.0% of their software$38K−$816K
• InterDigital, Inc.IDCC391 shares · 0.0% of their software$22KFlat