Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2020 · compared with Q3 2020
- Software
- $4.0B
- Weight of 13F
- 10.3%
- Names
- 62
- Net bought
- +$234M
Filed 28 January 2021 · SEC filing.
936 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
- MicrosoftMSFT6,042,196 shares · 33.8% of their software · price +$73.1M$1.3B+$15.2M
- OracleORCL5,889,837 shares · 9.6% of their software · price +$29.4M$381M+$34.0M
- IntuitINTU669,472 shares · 6.4% of their software · price +$35.9M$254M+$75.1M
- Block, Inc.XYZ1,118,878 shares · 6.1% of their software · price +$61.6M$244MFlat
- AdobeADBE364,995 shares · 4.6% of their software · price +$3.5M$183M−$22.5M
- Uber Technologies, Inc.UBER3,159,737 shares · 4.1% of their software · price +$45.9M$161MFlat
- SynopsysSNPS440,792 shares · 2.9% of their software · price +$20.0M$114M−$3.8M
- Amdocs LimitedDOX1,503,700 shares · 2.7% of their software · price +$20.3M$107M−$9.3M
- AkamaiAKAM988,157 shares · 2.6% of their software · price −$5.5M$104M−$9.6M
- CadenceCDNS567,972 shares · 1.9% of their software · price +$16.9M$77.5M+$14.7M
- AutodeskADSK234,374 shares · 1.8% of their software · price +$17.4M$71.6M−$1.6M
- TrimbleTRMB975,237 shares · 1.6% of their software · price +$17.6M$65.1M+$41.5M
- FortinetFTNT437,399 shares · 1.6% of their software · price +$13.4M$65.0M−$1.6M
- DocuSignDOCU281,042 shares · 1.6% of their software · price +$2.0M$62.5MFlat
- QualysQLYS493,816 shares · 1.5% of their software · price +$11.8M$60.2M+$20.3M
- Fiserv, Inc.FISV521,749 shares · 1.5% of their software · price +$5.6M$59.4M−$9.1M
- ZoomZM160,023 shares · 1.4% of their software · price −$21.2M$54.0M+$12.5M
- Palo Alto NetworksPANW148,672 shares · 1.3% of their software · price +$16.4M$52.8M+$1.0M
- VeriskVRSK246,992 shares · 1.3% of their software · price +$5.5M$51.3M+$15.4M
- Gen DigitalGEN2,090,202 shares · 1.1% of their software$43.4M−$4.7M
- SalesforceCRM184,648 shares · 1.0% of their software · price −$5.3M$41.1M+$5.3M
- NetApp, Inc.NTAP601,324 shares · 1.0% of their software · price +$13.5M$39.8M+$979K
- Roper Technologies, Inc.ROP79,403 shares · 0.9% of their software · price +$2.9M$34.2M+$19.3M
- VeriSign, Inc.VRSN136,074 shares · 0.7% of their software · price +$1.6M$29.4MFlat
- SS&CSSNC396,091 shares · 0.7% of their software · price +$4.8M$28.8M+$5.5M
- ServiceNowNOW49,942 shares · 0.7% of their software · price +$3.3M$27.5M+$2.1M
- FactSetFDS71,113 shares · 0.6% of their software$23.6M+$16.4M
- BroadridgeBR149,357 shares · 0.6% of their software · price +$3.2M$22.9M+$3.5M
- Automatic Data Processing, Inc.ADP128,110 shares · 0.6% of their software · price +$4.7M$22.6M+$8.2M
- DropboxDBX935,126 shares · 0.5% of their software · price +$2.7M$20.7M−$1.6M
- BlackLineBL155,000 shares · 0.5% of their software · price +$6.8M$20.7MFlat
- VeevaVEEV54,092 shares · 0.4% of their software$14.7M+$8.0M
- CoStarCSGP11,916 shares · 0.3% of their software · price +$903K$11.0M+$1.1M
- Tyler TechnologiesTYL24,448 shares · 0.3% of their software · price +$2.2M$10.7M+$3.3M
- WorkdayWDAY37,858 shares · 0.2% of their software · price +$927K$9.1M+$4.2M
- Paychex, Inc.PAYX85,586 shares · 0.2% of their software · price +$1.1M$8.0M+$2.9M
- CrowdStrikeCRWD28,638 shares · 0.2% of their software · price +$2.1M$6.1MFlat
- F5, Inc.FFIV33,786 shares · 0.1% of their software · price +$1.8M$5.9MFlat
- TwilioTWLO17,442 shares · 0.1% of their software · price +$1.6M$5.9M+$2.4M
- ZscalerZS28,118 shares · 0.1% of their software · price +$1.7M$5.6M+$3.6M
- Fair IsaacFICO9,797 shares · 0.1% of their software · price +$839K$5.0M+$1.7M
- GoDaddyGDDY50,931 shares · 0.1% of their software$4.2M−$1.5M
- SPS CommerceSPSC36,704 shares · 0.1% of their software · price +$1.1M$4.0M−$1.3M
- Manhattan AssociatesMANH28,793 shares · 0.1% of their software$3.0M−$897K
- DatadogDDOG29,212 shares · 0.1% of their software$2.9M+$1.2M
- TenableTENB52,182 shares · 0.1% of their software · price +$757K$2.7MFlat
- The Trade DeskTTD3,105 shares · 0.1% of their software · price +$876K$2.5MNew · +$1.6M
- OktaOKTA7,616 shares · 0.0% of their software$1.9MFlat
- PTCPTC10,490 shares · 0.0% of their software$1.3MFlat
- DynatraceDT28,706 shares · 0.0% of their software$1.2M+$884K
- ProgressPRGS24,959 shares · 0.0% of their software$1.1MFlat
- HubSpotHUBS2,811 shares · 0.0% of their software$1.1MNew · +$821K
- NetScout Systems, Inc.NTCT35,855 shares · 0.0% of their software$983KFlat
- Calix, Inc.CALX31,090 shares · 0.0% of their software$925KNew · +$553K
- SnowflakeSNOW2,559 shares · 0.0% of their software$721KNew · +$642K
- CloudflareNET5,410 shares · 0.0% of their software$412KNew · Flat
- Digital TurbineAPPS6,447 shares · 0.0% of their software$365KNew · Flat
- BoxBOX14,586 shares · 0.0% of their software$263KFlat
- TeradataTDC4,447 shares · 0.0% of their software$100KFlat
- PaycomPAYC200 shares · 0.0% of their software$90KFlat
- RingCentralRNG137 shares · 0.0% of their software$52KFlat
- InterDigital, Inc.IDCC314 shares · 0.0% of their software$19KFlat