Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2022 · compared with Q4 2021
- Software
- $4.8B
- Weight of 13F
- 11.1%
- Names
- 72
- Net bought
- +$23.7M
Filed 26 April 2022 · SEC filing.
931 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
- MicrosoftMSFT6,482,932 shares · 41.7% of their software · price −$182M$2.0B+$103M
- IntuitINTU688,620 shares · 6.9% of their software · price −$112M$331M−$93.1M
- OracleORCL3,430,374 shares · 5.9% of their software · price −$15.4M$284M−$43.8M
- Block, Inc.XYZ1,639,682 shares · 4.6% of their software · price −$42.5M$222M−$82.8M
- Paychex, Inc.PAYX1,105,739 shares · 3.2% of their software$151M+$63.6M
- Automatic Data Processing, Inc.ADP628,177 shares · 3.0% of their software · price −$12.0M$143M+$81.6M
- FortinetFTNT411,251 shares · 2.9% of their software · price −$7.3M$141M+$4.4M
- AdobeADBE300,535 shares · 2.9% of their software · price −$33.5M$137M−$85.7M
- SalesforceCRM553,809 shares · 2.5% of their software · price −$23.2M$118M−$18.8M
- Palo Alto NetworksPANW185,909 shares · 2.4% of their software · price +$12.2M$116M+$4.0M
- ZoomZM754,199 shares · 1.8% of their software · price −$50.3M$88.4M−$7.8M
- Amdocs LimitedDOX1,068,956 shares · 1.8% of their software · price +$7.9M$87.9M+$1.4M
- CadenceCDNS466,004 shares · 1.6% of their software · price −$10.2M$76.6M+$13.8M
- F5, Inc.FFIV353,629 shares · 1.5% of their software · price −$12.6M$73.9MFlat
- SynopsysSNPS218,306 shares · 1.5% of their software · price −$7.7M$72.8M+$5.5M
- NetApp, Inc.NTAP791,381 shares · 1.4% of their software · price −$7.1M$65.7M−$950K
- TrimbleTRMB882,396 shares · 1.3% of their software · price −$13.3M$63.7M+$29.4M
- SS&CSSNC705,373 shares · 1.1% of their software · price −$4.9M$52.9M+$9.5M
- Roper Technologies, Inc.ROP104,972 shares · 1.0% of their software · price −$2.1M$49.6M+$11.0M
- Fiserv, Inc.FISV419,314 shares · 0.9% of their software · price −$1.0M$42.5M−$8.9M
- DropboxDBX1,748,432 shares · 0.8% of their software · price −$2.3M$40.7M−$1.9M
- ServiceNowNOW60,483 shares · 0.7% of their software · price −$5.6M$33.7M+$6.2M
- VeriSign, Inc.VRSN146,048 shares · 0.7% of their software · price −$4.6M$32.5M+$688K
- QualysQLYS227,500 shares · 0.7% of their software · price +$1.2M$32.4M−$9.9M
- VeriskVRSK148,525 shares · 0.7% of their software · price −$2.1M$31.9MFlat
- FactSetFDS58,200 shares · 0.5% of their software · price −$3.0M$25.3M+$22.6M
- CourseraCOUR907,262 shares · 0.4% of their software · price −$1.3M$20.9M+$2.1M
- BroadridgeBR112,226 shares · 0.4% of their software · price −$3.0M$17.5M−$4.9M
- VeevaVEEV73,879 shares · 0.3% of their software · price −$3.2M$15.7M−$1.1M
- AutodeskADSK67,706 shares · 0.3% of their software · price −$4.5M$14.5M−$642K
- GuidewireGWRE151,966 shares · 0.3% of their software · price −$2.9M$14.4MFlat
- Fair IsaacFICO30,751 shares · 0.3% of their software · price +$1.0M$14.3M+$1.5M
- Q2QTWO225,000 shares · 0.3% of their software · price −$4.0M$13.9MFlat
- WorkdayWDAY57,735 shares · 0.3% of their software · price −$1.9M$13.8M+$2.9M
- BlackLineBL180,000 shares · 0.3% of their software · price −$5.5M$13.2M+$2.6M
- DocuSignDOCU123,011 shares · 0.3% of their software · price −$5.6M$13.2M−$727K
- nCinoNCNO300,000 shares · 0.3% of their software · price −$4.2M$12.3MNew · +$16.5M
- SnowflakeSNOW49,855 shares · 0.2% of their software · price −$5.5M$11.4MFlat
- ZscalerZS44,794 shares · 0.2% of their software · price −$3.6M$10.8M+$6.5M
- DatadogDDOG67,505 shares · 0.2% of their software · price −$1.8M$10.2M+$2.1M
- AkamaiAKAM81,973 shares · 0.2% of their software$9.8MFlat
- CrowdStrikeCRWD40,066 shares · 0.2% of their software · price +$895K$9.1M−$5.4M
- PTCPTC80,129 shares · 0.2% of their software · price −$1.1M$8.6M+$1.7M
- HubSpotHUBS14,995 shares · 0.1% of their software · price −$2.8M$7.1MFlat
- CoStarCSGP101,830 shares · 0.1% of their software · price −$1.3M$6.8MFlat
- PalantirPLTR392,220 shares · 0.1% of their software · price −$1.8M$5.4M+$1.4M
- Gen DigitalGEN178,278 shares · 0.1% of their software$4.7M−$581K
- DynatraceDT81,181 shares · 0.1% of their software · price −$1.1M$3.8M−$4.5M
- The Trade DeskTTD51,175 shares · 0.1% of their software · price −$1.1M$3.5M−$1.0M
- ProgressPRGS65,867 shares · 0.1% of their software$3.1M−$1.1M
- GoDaddyGDDY30,793 shares · 0.1% of their software$2.6M+$1.6M
- Uber Technologies, Inc.UBER71,954 shares · 0.1% of their software$2.6MFlat
- Manhattan AssociatesMANH15,863 shares · 0.0% of their software$2.2MFlat
- PaycomPAYC5,368 shares · 0.0% of their software$1.9M+$527K
- Tyler TechnologiesTYL4,105 shares · 0.0% of their software$1.8MFlat
- MongoDBMDB4,032 shares · 0.0% of their software$1.8M+$2.0M
- TwilioTWLO8,808 shares · 0.0% of their software · price −$868K$1.5M+$864K
- TeradataTDC22,001 shares · 0.0% of their software$1.1MFlat
- CloudflareNET8,804 shares · 0.0% of their software$1.1M−$863K
- SPS CommerceSPSC7,763 shares · 0.0% of their software$1.0MFlat
- CommvaultCVLT9,875 shares · 0.0% of their software$655KFlat
- Bentley SystemsBSY12,323 shares · 0.0% of their software$544KFlat
- OktaOKTA3,117 shares · 0.0% of their software$471KFlat
- UnityU3,982 shares · 0.0% of their software$395KFlat
- Lyft, Inc.LYFT7,438 shares · 0.0% of their software$285KFlat
- BoxBOX8,435 shares · 0.0% of their software$245KFlat
- A10 Networks, Inc.ATEN15,119 shares · 0.0% of their software$211KFlat
- Donnelley Financial Solutions, Inc.DFIN4,810 shares · 0.0% of their software$160KFlat
- AsanaASAN3,450 shares · 0.0% of their software$138KFlat
- ZoomInfoZI1,005 shares · 0.0% of their software$60KNew
- RingCentralRNG452 shares · 0.0% of their software$53KFlat
- BILLBILL11 shares · 0.0% of their software$2KFlat