Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2021 · compared with Q3 2021
- Software
- $5.4B
- Weight of 13F
- 11.3%
- Names
- 72
- Net bought
- +$132M
Filed 31 January 2022 · SEC filing.
921 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
- MicrosoftMSFT6,176,054 shares · 38.8% of their software · price +$336M$2.1B−$157M
- IntuitINTU833,383 shares · 10.0% of their software · price +$86.4M$536M+$18.8M
- Block, Inc.XYZ2,152,063 shares · 6.5% of their software · price −$169M$348M+$209M
- OracleORCL3,933,110 shares · 6.4% of their software$343M−$61.2M
- AdobeADBE451,711 shares · 4.8% of their software · price −$3.9M$256M+$13.6M
- SalesforceCRM627,844 shares · 3.0% of their software · price −$10.7M$160M+$33.6M
- ZoomZM796,663 shares · 2.7% of their software · price −$61.8M$147M+$53.8M
- FortinetFTNT399,045 shares · 2.7% of their software · price +$26.9M$143M−$4.7M
- Palo Alto NetworksPANW178,675 shares · 1.9% of their software · price +$13.9M$99.5M+$4.0M
- Paychex, Inc.PAYX639,521 shares · 1.6% of their software · price +$15.4M$87.3M+$8.9M
- F5, Inc.FFIV351,659 shares · 1.6% of their software · price +$16.2M$86.1M+$36.4M
- Amdocs LimitedDOX1,050,683 shares · 1.5% of their software · price −$914K$78.6M−$11.1M
- SynopsysSNPS203,408 shares · 1.4% of their software · price +$14.1M$75.0M−$2.9M
- NetApp, Inc.NTAP801,712 shares · 1.4% of their software · price +$1.8M$73.8M+$6.2M
- Automatic Data Processing, Inc.ADP297,126 shares · 1.4% of their software · price +$13.9M$73.3M+$5.7M
- CadenceCDNS391,725 shares · 1.4% of their software · price +$13.7M$73.0M+$3.5M
- Fiserv, Inc.FISV505,137 shares · 1.0% of their software · price −$2.4M$52.4M−$34.6M
- SS&CSSNC589,769 shares · 0.9% of their software · price +$7.4M$48.3MFlat
- TrimbleTRMB545,478 shares · 0.9% of their software · price +$2.7M$47.6M−$10.9M
- DropboxDBX1,824,724 shares · 0.8% of their software · price −$8.5M$44.8M+$8.7M
- QualysQLYS300,000 shares · 0.8% of their software · price +$7.8M$41.2M−$3.3M
- Roper Technologies, Inc.ROP82,640 shares · 0.8% of their software · price +$3.8M$40.6M−$7.9M
- VeriSign, Inc.VRSN143,337 shares · 0.7% of their software · price +$7.0M$36.4M−$4.0M
- VeriskVRSK148,795 shares · 0.6% of their software · price +$4.2M$34.0M+$3.5M
- ServiceNowNOW50,969 shares · 0.6% of their software · price +$1.4M$33.1M−$2.1M
- BroadridgeBR139,102 shares · 0.5% of their software · price +$2.3M$25.4M−$2.9M
- CourseraCOUR822,522 shares · 0.4% of their software · price −$5.9M$20.1MNew · +$26.0M
- VeevaVEEV78,071 shares · 0.4% of their software · price −$2.6M$19.9M+$849K
- AutodeskADSK69,988 shares · 0.4% of their software$19.7M−$8.1M
- DocuSignDOCU127,781 shares · 0.4% of their software · price −$13.4M$19.5M+$1.7M
- Q2QTWO225,000 shares · 0.3% of their software$17.9MFlat
- GuidewireGWRE150,000 shares · 0.3% of their software · price −$801K$17.0M−$3.6M
- SnowflakeSNOW50,185 shares · 0.3% of their software · price +$1.8M$17.0M+$501K
- BlackLineBL155,000 shares · 0.3% of their software · price −$2.3M$16.0MFlat
- CrowdStrikeCRWD66,238 shares · 0.3% of their software · price −$2.7M$13.6M−$2.1M
- WorkdayWDAY47,300 shares · 0.2% of their software · price +$1.1M$12.9MFlat
- Fair IsaacFICO27,270 shares · 0.2% of their software · price +$975K$11.8M+$2.8M
- HubSpotHUBS15,673 shares · 0.2% of their software$10.3M+$7.2M
- DatadogDDOG55,617 shares · 0.2% of their software · price +$2.0M$9.9M+$1.7M
- AkamaiAKAM84,091 shares · 0.2% of their software · price +$1.0M$9.8M−$869K
- DynatraceDT155,757 shares · 0.2% of their software · price −$1.7M$9.4M+$6.3M
- CoStarCSGP102,029 shares · 0.2% of their software · price −$717K$8.1MFlat
- PTCPTC65,836 shares · 0.1% of their software$8.0M−$4.0M
- ZscalerZS24,507 shares · 0.1% of their software · price +$1.4M$7.9M−$994K
- PalantirPLTR316,202 shares · 0.1% of their software · price −$1.8M$5.8M−$785K
- The Trade DeskTTD62,610 shares · 0.1% of their software · price +$1.3M$5.7M−$1.1M
- FactSetFDS11,616 shares · 0.1% of their software · price +$1.1M$5.6M+$4.5M
- Gen DigitalGEN200,638 shares · 0.1% of their software$5.2M−$2.7M
- ProgressPRGS88,193 shares · 0.1% of their software$4.3MFlat
- Uber Technologies, Inc.UBER64,674 shares · 0.1% of their software$2.7M−$1.3M
- Manhattan AssociatesMANH17,151 shares · 0.0% of their software$2.7MFlat
- CloudflareNET15,363 shares · 0.0% of their software$2.0M+$821K
- Tyler TechnologiesTYL3,258 shares · 0.0% of their software$1.8M−$759K
- PaycomPAYC4,099 shares · 0.0% of their software$1.7M+$1.4M
- TwilioTWLO5,527 shares · 0.0% of their software$1.5M−$643K
- SPS CommerceSPSC9,477 shares · 0.0% of their software$1.4MFlat
- TeradataTDC25,546 shares · 0.0% of their software$1.1MFlat
- GoDaddyGDDY12,424 shares · 0.0% of their software$1.1MFlat
- OktaOKTA4,200 shares · 0.0% of their software$942KFlat
- Calix, Inc.CALX11,081 shares · 0.0% of their software$886KFlat
- CommvaultCVLT7,578 shares · 0.0% of their software$522KFlat
- Lyft, Inc.LYFT9,267 shares · 0.0% of their software$396KFlat
- Bentley SystemsBSY7,971 shares · 0.0% of their software$386KFlat
- UnityU2,582 shares · 0.0% of their software$369KFlat
- A10 Networks, Inc.ATEN18,065 shares · 0.0% of their software$300KNew · Flat
- Sprout SocialSPT2,888 shares · 0.0% of their software$262KNew · Flat
- AsanaASAN3,450 shares · 0.0% of their software$258KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN4,810 shares · 0.0% of their software$227KNew · Flat
- BoxBOX8,435 shares · 0.0% of their software$222KFlat
- MongoDBMDB163 shares · 0.0% of their software$86KFlat
- RingCentralRNG452 shares · 0.0% of their software$85KFlat
- BILLBILL11 shares · 0.0% of their software$3KNew · Flat