Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2021 · compared with Q4 2020
- Software
- $4.2B
- Weight of 13F
- 10.2%
- Names
- 66
- Net bought
- +$131M
Filed 23 April 2021 · SEC filing.
950 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
- MicrosoftMSFT6,222,409 shares · 34.9% of their software · price +$83.1M$1.5B+$40.1M
- OracleORCL5,481,094 shares · 9.2% of their software · price +$30.0M$385M−$26.4M
- IntuitINTU748,090 shares · 6.8% of their software · price +$2.4M$287M+$29.9M
- Block, Inc.XYZ942,413 shares · 5.1% of their software · price +$8.9M$214M−$38.4M
- ZoomZM605,050 shares · 4.6% of their software · price −$9.7M$194M+$150M
- Uber Technologies, Inc.UBER3,135,978 shares · 4.1% of their software · price +$11.0M$171MFlat
- AdobeADBE358,368 shares · 4.1% of their software · price −$8.9M$170M−$3.3M
- FortinetFTNT483,447 shares · 2.1% of their software · price +$17.4M$89.2M+$6.8M
- SynopsysSNPS337,963 shares · 2.0% of their software · price −$3.9M$83.7M−$26.7M
- Amdocs LimitedDOX1,183,582 shares · 2.0% of their software · price −$923K$83.0M−$22.7M
- CadenceCDNS568,589 shares · 1.9% of their software$77.9MFlat
- Fiserv, Inc.FISV636,749 shares · 1.8% of their software · price +$3.3M$75.8M+$13.1M
- AutodeskADSK234,263 shares · 1.5% of their software · price −$6.6M$64.9MFlat
- TrimbleTRMB781,811 shares · 1.4% of their software · price +$8.6M$60.8M−$12.9M
- SalesforceCRM282,416 shares · 1.4% of their software · price −$3.0M$59.8M+$21.8M
- DocuSignDOCU294,039 shares · 1.4% of their software · price −$5.8M$59.5M+$2.9M
- Palo Alto NetworksPANW152,710 shares · 1.2% of their software · price −$5.1M$49.2M+$1.4M
- NetApp, Inc.NTAP668,251 shares · 1.2% of their software · price +$4.3M$48.6M+$4.4M
- VeriskVRSK235,080 shares · 1.0% of their software · price −$7.3M$41.5M−$2.5M
- SS&CSSNC541,875 shares · 0.9% of their software · price −$1.6M$37.9M+$10.6M
- Gen DigitalGEN1,582,613 shares · 0.8% of their software · price +$760K$33.7M−$10.5M
- QualysQLYS308,354 shares · 0.8% of their software · price −$5.3M$32.3M−$22.6M
- Roper Technologies, Inc.ROP74,967 shares · 0.7% of their software · price −$2.1M$30.2M−$1.9M
- DropboxDBX1,130,622 shares · 0.7% of their software · price +$5.1M$30.1M+$4.3M
- AkamaiAKAM278,817 shares · 0.7% of their software · price −$862K$28.4M−$74.5M
- ServiceNowNOW55,403 shares · 0.7% of their software · price −$2.8M$27.7M+$3.0M
- Automatic Data Processing, Inc.ADP142,314 shares · 0.6% of their software · price +$1.7M$26.8M+$2.5M
- VeriSign, Inc.VRSN133,450 shares · 0.6% of their software · price −$2.4M$26.5M−$568K
- Paychex, Inc.PAYX228,713 shares · 0.5% of their software · price +$1.1M$22.4M+$13.3M
- FactSetFDS66,715 shares · 0.5% of their software · price −$1.6M$20.6M−$1.5M
- BroadridgeBR119,635 shares · 0.4% of their software$18.3M−$4.6M
- GuidewireGWRE180,000 shares · 0.4% of their software · price −$4.9M$18.3MNew · +$23.2M
- BlackLineBL155,000 shares · 0.4% of their software · price −$3.9M$16.8MFlat
- CrowdStrikeCRWD89,689 shares · 0.4% of their software · price −$2.6M$16.4M+$12.9M
- VeevaVEEV59,092 shares · 0.4% of their software · price −$651K$15.4M+$1.4M
- Q2QTWO150,000 shares · 0.4% of their software · price −$3.9M$15.0MNew · +$19.0M
- F5, Inc.FFIV67,996 shares · 0.3% of their software · price +$2.2M$14.2M+$6.0M
- Tyler TechnologiesTYL28,391 shares · 0.3% of their software$12.1M+$1.7M
- CoStarCSGP12,959 shares · 0.3% of their software · price −$1.3M$10.7M+$964K
- WorkdayWDAY38,678 shares · 0.2% of their software$9.6MFlat
- The Trade DeskTTD11,652 shares · 0.2% of their software · price −$1.7M$7.6M+$6.8M
- Fair IsaacFICO11,758 shares · 0.1% of their software$5.7M+$1.0M
- CloudflareNET78,318 shares · 0.1% of their software$5.5M+$5.5M
- ZscalerZS31,423 shares · 0.1% of their software · price −$881K$5.4M+$660K
- PTCPTC38,796 shares · 0.1% of their software · price +$700K$5.3M+$3.4M
- TwilioTWLO12,501 shares · 0.1% of their software$4.3M−$1.7M
- ProgressPRGS73,407 shares · 0.1% of their software$3.2M+$2.2M
- GoDaddyGDDY36,835 shares · 0.1% of their software$2.9M−$1.2M
- Manhattan AssociatesMANH22,176 shares · 0.1% of their software$2.6M−$696K
- DatadogDDOG30,372 shares · 0.1% of their software$2.5MFlat
- OktaOKTA7,616 shares · 0.0% of their software$1.7MFlat
- SPS CommerceSPSC16,190 shares · 0.0% of their software$1.6M−$2.2M
- TenableTENB39,511 shares · 0.0% of their software · price −$635K$1.4M−$662K
- DynatraceDT28,706 shares · 0.0% of their software$1.4MFlat
- HubSpotHUBS1,741 shares · 0.0% of their software$790KFlat
- SnowflakeSNOW2,559 shares · 0.0% of their software$587KFlat
- Digital TurbineAPPS6,689 shares · 0.0% of their software$537KFlat
- Calix, Inc.CALX11,477 shares · 0.0% of their software$398K−$584K
- BoxBOX14,586 shares · 0.0% of their software$335KFlat
- NetScout Systems, Inc.NTCT6,287 shares · 0.0% of their software$177K−$811K
- TeradataTDC4,447 shares · 0.0% of their software$171KFlat
- CommvaultCVLT1,917 shares · 0.0% of their software$124KNew · Flat
- RingCentralRNG278 shares · 0.0% of their software$83KFlat
- PaycomPAYC200 shares · 0.0% of their software$74KFlat
- MongoDBMDB157 shares · 0.0% of their software$42KNew · Flat
- InterDigital, Inc.IDCC314 shares · 0.0% of their software$20KFlat