Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2021 · compared with Q1 2021
- Software
- $4.8B
- Weight of 13F
- 10.4%
- Names
- 67
- Net bought
- +$145M
Filed 28 July 2021 · SEC filing.
956 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
- MicrosoftMSFT6,696,512 shares · 38.1% of their software · price +$235M$1.8B+$112M
- IntuitINTU811,602 shares · 8.3% of their software · price +$86.9M$398M+$24.3M
- OracleORCL5,060,174 shares · 8.3% of their software · price +$38.8M$394M−$29.5M
- Block, Inc.XYZ969,353 shares · 5.0% of their software · price +$16.2M$236M+$6.1M
- ZoomZM575,984 shares · 4.7% of their software · price +$37.9M$223M−$9.3M
- AdobeADBE376,733 shares · 4.6% of their software · price +$41.5M$221M+$8.7M
- Uber Technologies, Inc.UBER2,524,249 shares · 2.7% of their software · price −$11.1M$127M−$33.3M
- FortinetFTNT465,969 shares · 2.3% of their software · price +$25.1M$111M−$3.2M
- Amdocs LimitedDOX1,133,623 shares · 1.8% of their software · price +$8.2M$87.7M−$3.5M
- SalesforceCRM298,799 shares · 1.5% of their software · price +$9.7M$73.0M+$3.5M
- Fiserv, Inc.FISV653,194 shares · 1.5% of their software · price −$7.9M$69.8M+$2.0M
- TrimbleTRMB793,225 shares · 1.4% of their software · price +$3.2M$64.9M+$888K
- SynopsysSNPS228,176 shares · 1.3% of their software · price +$6.4M$62.9M−$27.2M
- NetApp, Inc.NTAP760,199 shares · 1.3% of their software · price +$7.0M$62.2M+$6.7M
- Palo Alto NetworksPANW162,780 shares · 1.3% of their software · price +$8.0M$60.4M+$3.2M
- Paychex, Inc.PAYX549,893 shares · 1.2% of their software · price +$5.1M$59.0M+$31.5M
- CadenceCDNS398,301 shares · 1.1% of their software$54.5M−$23.3M
- VeriSign, Inc.VRSN236,158 shares · 1.1% of their software · price +$6.8M$53.8M+$20.4M
- Automatic Data Processing, Inc.ADP264,293 shares · 1.1% of their software · price +$2.7M$52.5M+$23.0M
- Roper Technologies, Inc.ROP96,475 shares · 1.0% of their software · price +$6.5M$45.4M+$8.7M
- SS&CSSNC598,362 shares · 0.9% of their software · price +$1.3M$43.1M+$3.9M
- Gen DigitalGEN1,353,357 shares · 0.8% of their software · price +$8.1M$36.8M−$4.9M
- DropboxDBX1,195,407 shares · 0.8% of their software · price +$4.4M$36.2M+$1.7M
- AutodeskADSK117,394 shares · 0.7% of their software · price +$1.7M$34.3M−$32.4M
- QualysQLYS308,021 shares · 0.7% of their software · price −$1.3M$31.0MFlat
- ServiceNowNOW54,111 shares · 0.6% of their software · price +$2.7M$29.7M−$646K
- DocuSignDOCU101,688 shares · 0.6% of their software · price +$7.8M$28.4M−$38.9M
- BroadridgeBR153,887 shares · 0.5% of their software · price +$1.3M$24.9M+$5.2M
- VeriskVRSK137,764 shares · 0.5% of their software$24.1M−$17.2M
- GuidewireGWRE180,000 shares · 0.4% of their software · price +$2.0M$20.3MFlat
- VeevaVEEV59,924 shares · 0.4% of their software · price +$3.0M$18.6MFlat
- CrowdStrikeCRWD71,590 shares · 0.4% of their software · price +$4.9M$18.0M−$3.3M
- Q2QTWO175,000 shares · 0.4% of their software$18.0M+$2.5M
- BlackLineBL155,000 shares · 0.4% of their software$17.2MFlat
- F5, Inc.FFIV75,007 shares · 0.3% of their software · price −$1.6M$14.0M+$1.5M
- Tyler TechnologiesTYL25,435 shares · 0.2% of their software · price +$708K$11.5M−$1.3M
- CoStarCSGP128,300 shares · 0.2% of their software · price −$94.8M$10.6M+$94.8M
- WorkdayWDAY44,182 shares · 0.2% of their software$10.5M+$1.4M
- AkamaiAKAM71,703 shares · 0.2% of their software · price +$1.1M$8.4M−$21.1M
- Fair IsaacFICO16,357 shares · 0.2% of their software$8.2M+$2.2M
- PTCPTC53,425 shares · 0.2% of their software$7.5M+$2.0M
- The Trade DeskTTD84,580 shares · 0.1% of their software · price −$48.6M$6.5M+$47.5M
- ProgressPRGS136,629 shares · 0.1% of their software$6.3M+$2.8M
- ZscalerZS28,726 shares · 0.1% of their software · price +$1.3M$6.2MFlat
- CloudflareNET38,992 shares · 0.1% of their software · price +$1.4M$4.1MSplit
- TwilioTWLO7,451 shares · 0.1% of their software$2.9M−$1.7M
- Manhattan AssociatesMANH18,661 shares · 0.1% of their software · price +$512K$2.7MFlat
- GoDaddyGDDY25,485 shares · 0.0% of their software$2.2M−$881K
- DatadogDDOG20,031 shares · 0.0% of their software$2.1M−$862K
- HubSpotHUBS3,372 shares · 0.0% of their software$2.0M+$741K
- PalantirPLTR71,293 shares · 0.0% of their software$1.9MNew · +$1.7M
- DynatraceDT27,847 shares · 0.0% of their software$1.6MFlat
- SPS CommerceSPSC16,190 shares · 0.0% of their software$1.6MFlat
- OktaOKTA4,803 shares · 0.0% of their software$1.2M−$620K
- SnowflakeSNOW2,559 shares · 0.0% of their software$619KFlat
- Lyft, Inc.LYFT9,267 shares · 0.0% of their software$560KNew · +$585K
- CommvaultCVLT6,990 shares · 0.0% of their software$546KFlat
- Calix, Inc.CALX11,477 shares · 0.0% of their software$545KFlat
- Bentley SystemsBSY7,971 shares · 0.0% of their software$516KNew · Flat
- Digital TurbineAPPS6,689 shares · 0.0% of their software$508KFlat
- TeradataTDC9,930 shares · 0.0% of their software$496KFlat
- PaycomPAYC1,300 shares · 0.0% of their software$473KFlat
- RingCentralRNG1,367 shares · 0.0% of their software$398KFlat
- UnityU2,582 shares · 0.0% of their software$284KNew · Flat
- NetScout Systems, Inc.NTCT6,287 shares · 0.0% of their software$179KFlat
- FactSetFDS272 shares · 0.0% of their software$91K−$20.5M
- MongoDBMDB157 shares · 0.0% of their software$57KFlat