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.

• Uber Technologies, Inc.UBER−$122M$4.2M
• Block, Inc.XYZ+$75.9M$307M
• SalesforceCRM+$50.1M$137M
• OracleORCL−$33.1M$404M
• AdobeADBE+$30.1M$246M

Software held

• MicrosoftMSFT6,733,536 shares · 38.5% of their software · price +$74.2M$1.9BFlat
• IntuitINTU798,603 shares · 8.7% of their software · price +$39.4M$431M−$6.4M
• OracleORCL4,635,487 shares · 8.2% of their software · price +$43.1M$404M−$33.1M
• Block, Inc.XYZ1,280,656 shares · 6.2% of their software · price −$5.1M$307M+$75.9M
• AdobeADBE428,119 shares · 5.0% of their software · price −$4.2M$246M+$30.1M
• ZoomZM591,016 shares · 3.1% of their software · price −$74.2M$155M+$5.8M
• SalesforceCRM504,060 shares · 2.8% of their software · price +$13.6M$137M+$50.1M
• FortinetFTNT415,235 shares · 2.5% of their software · price +$22.4M$121M−$12.1M
• Amdocs LimitedDOX1,197,917 shares · 1.8% of their software · price −$2.0M$90.7M+$5.0M
• Fiserv, Inc.FISV824,124 shares · 1.8% of their software · price +$1.3M$89.4M+$18.3M
• Palo Alto NetworksPANW170,320 shares · 1.7% of their software · price +$18.4M$81.6M+$2.8M
• NetApp, Inc.NTAP732,444 shares · 1.3% of their software · price +$5.8M$65.7M−$2.3M
• SynopsysSNPS213,038 shares · 1.3% of their software · price +$5.0M$63.8M−$4.2M
• Paychex, Inc.PAYX560,554 shares · 1.3% of their software · price +$2.9M$63.0M+$1.1M
• CadenceCDNS368,858 shares · 1.1% of their software · price +$5.4M$55.9M−$4.0M
• TrimbleTRMB677,647 shares · 1.1% of their software$55.7M−$9.5M
• Automatic Data Processing, Inc.ADP268,792 shares · 1.1% of their software$53.7M+$894K
• Roper Technologies, Inc.ROP100,275 shares · 0.9% of their software · price −$2.4M$44.7M+$1.8M
• DropboxDBX1,526,862 shares · 0.9% of their software · price −$1.7M$44.6M+$10.0M
• SS&CSSNC585,543 shares · 0.8% of their software · price −$1.6M$40.6M−$924K
• QualysQLYS330,000 shares · 0.7% of their software · price +$3.5M$36.7M+$2.2M
• ServiceNowNOW54,337 shares · 0.7% of their software · price +$4.0M$33.8MFlat
• F5, Inc.FFIV168,568 shares · 0.7% of their software · price +$2.0M$33.5M+$17.5M
• VeriSign, Inc.VRSN162,718 shares · 0.7% of their software · price −$3.7M$33.4M−$16.7M
• DocuSignDOCU121,058 shares · 0.6% of their software · price −$2.7M$31.2M+$5.4M
• AutodeskADSK98,480 shares · 0.6% of their software · price −$663K$28.1M−$5.5M
• VeriskVRSK131,193 shares · 0.5% of their software · price +$3.4M$26.3M−$1.1M
• BroadridgeBR156,721 shares · 0.5% of their software · price +$801K$26.1MFlat
• VeevaVEEV75,126 shares · 0.4% of their software · price −$1.7M$21.7M+$4.7M
• GuidewireGWRE180,000 shares · 0.4% of their software · price +$1.1M$21.4MFlat
• CrowdStrikeCRWD74,944 shares · 0.4% of their software$18.4M+$843K
• BlackLineBL155,000 shares · 0.4% of their software · price +$1.1M$18.3MFlat
• Q2QTWO225,000 shares · 0.4% of their software · price −$5.0M$18.0M+$5.1M
• SnowflakeSNOW48,527 shares · 0.3% of their software · price +$2.9M$14.7M+$11.1M
• PTCPTC98,945 shares · 0.2% of their software · price −$2.1M$11.9M+$6.4M
• WorkdayWDAY46,247 shares · 0.2% of their software · price +$516K$11.6MFlat
• AkamaiAKAM92,397 shares · 0.2% of their software · price −$1.1M$9.7M+$2.4M
• CoStarCSGP101,937 shares · 0.2% of their software$8.8M−$2.2M
• PalantirPLTR348,862 shares · 0.2% of their software · price −$809K$8.4M+$7.3M
• Fair IsaacFICO20,295 shares · 0.2% of their software · price −$2.1M$8.1M+$2.0M
• Gen DigitalGEN308,659 shares · 0.2% of their software · price −$593K$7.8M−$28.4M
• ZscalerZS28,297 shares · 0.2% of their software · price +$1.3M$7.4MFlat
• DatadogDDOG43,265 shares · 0.1% of their software · price +$1.6M$6.1M+$2.4M
• The Trade DeskTTD78,485 shares · 0.1% of their software · price −$554K$5.5MFlat
• DynatraceDT66,537 shares · 0.1% of their software · price +$835K$4.7M+$2.3M
• ProgressPRGS88,193 shares · 0.1% of their software$4.3M−$2.2M
• Uber Technologies, Inc.UBER93,318 shares · 0.1% of their software$4.2M−$122M
• HubSpotHUBS5,088 shares · 0.1% of their software$3.4M+$1,000K
• TwilioTWLO7,541 shares · 0.0% of their software · price −$566K$2.4MFlat
• Tyler TechnologiesTYL4,913 shares · 0.0% of their software$2.3M−$9.3M
• Manhattan AssociatesMANH14,150 shares · 0.0% of their software$2.2M−$653K
• SPS CommerceSPSC8,844 shares · 0.0% of their software · price +$544K$1.4MSplit
• TeradataTDC19,177 shares · 0.0% of their software$1.1MFlat
• OktaOKTA4,187 shares · 0.0% of their software$994KFlat
• CloudflareNET8,077 shares · 0.0% of their software$910K−$3.3M
• GoDaddyGDDY12,385 shares · 0.0% of their software$864K−$1.1M
• CommvaultCVLT9,435 shares · 0.0% of their software$710KFlat
• PaycomPAYC1,300 shares · 0.0% of their software$644KFlat
• Calix, Inc.CALX11,081 shares · 0.0% of their software$548KFlat
• Lyft, Inc.LYFT9,267 shares · 0.0% of their software$496KFlat
• Bentley SystemsBSY7,971 shares · 0.0% of their software$484KFlat
• UnityU2,582 shares · 0.0% of their software$326KFlat
• RingCentralRNG1,367 shares · 0.0% of their software$297KFlat
• BoxBOX8,109 shares · 0.0% of their software$192KNew · Flat
• FactSetFDS272 shares · 0.0% of their software$107KFlat
• MongoDBMDB157 shares · 0.0% of their software$74KFlat