Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2022 · compared with Q1 2022
- Software
- $3.6B
- Weight of 13F
- 11.0%
- Names
- 69
- Net bought
- +$184M
Filed 27 July 2022 · SEC filing.
944 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
- MicrosoftMSFT6,255,337 shares · 44.7% of their software · price −$322M$1.6B−$70.2M
- IntuitINTU626,364 shares · 6.7% of their software · price −$59.8M$241M−$29.9M
- Automatic Data Processing, Inc.ADP661,006 shares · 3.9% of their software · price −$11.6M$139M+$7.5M
- OracleORCL1,879,853 shares · 3.7% of their software · price −$24.2M$131M−$128M
- Paychex, Inc.PAYX1,120,897 shares · 3.6% of their software · price −$25.3M$128M+$2.1M
- FortinetFTNT2,019,623 shares · 3.2% of their software · price −$576M$114M+$550M
- Block, Inc.XYZ1,689,895 shares · 2.9% of their software · price −$125M$104M+$6.8M
- SalesforceCRM594,903 shares · 2.7% of their software · price −$28.1M$98.2M+$8.7M
- Amdocs LimitedDOX1,067,365 shares · 2.5% of their software · price +$1.2M$88.9MFlat
- Palo Alto NetworksPANW169,995 shares · 2.3% of their software · price −$21.9M$84.0M−$9.9M
- AdobeADBE223,222 shares · 2.3% of their software · price −$20.0M$81.7M−$35.2M
- ZoomZM747,419 shares · 2.2% of their software · price −$6.9M$80.7MFlat
- CadenceCDNS483,152 shares · 2.0% of their software · price −$7.0M$72.5M+$2.8M
- SynopsysSNPS217,860 shares · 1.8% of their software · price −$6.4M$66.2MFlat
- F5, Inc.FFIV318,917 shares · 1.4% of their software · price −$17.8M$48.8M−$7.3M
- NetApp, Inc.NTAP712,321 shares · 1.3% of their software · price −$12.7M$46.5M−$6.6M
- FactSetFDS113,435 shares · 1.2% of their software · price −$5.6M$43.6M+$24.0M
- SS&CSSNC566,945 shares · 0.9% of their software · price −$9.6M$32.9M−$10.4M
- DropboxDBX1,515,666 shares · 0.9% of their software · price −$3.4M$31.8M−$5.4M
- ServiceNowNOW62,085 shares · 0.8% of their software · price −$5.1M$29.5M+$892K
- Fiserv, Inc.FISV324,548 shares · 0.8% of their software · price −$4.0M$28.9M−$9.6M
- VeriSign, Inc.VRSN147,657 shares · 0.7% of their software · price −$8.1M$24.7MFlat
- VeriskVRSK141,448 shares · 0.7% of their software · price −$5.9M$24.5M−$1.5M
- Roper Technologies, Inc.ROP48,750 shares · 0.5% of their software · price −$3.8M$19.2M−$26.5M
- AkamaiAKAM193,851 shares · 0.5% of their software · price −$5.4M$17.7M+$13.4M
- CourseraCOUR961,368 shares · 0.4% of their software · price −$8.5M$13.6M+$1.2M
- QualysQLYS107,486 shares · 0.4% of their software · price −$1.7M$13.6M−$17.1M
- Fair IsaacFICO31,322 shares · 0.3% of their software · price −$2.1M$12.6MFlat
- AutodeskADSK67,926 shares · 0.3% of their software · price −$2.9M$11.7MFlat
- PTCPTC106,973 shares · 0.3% of their software$11.4M+$2.9M
- VeevaVEEV56,656 shares · 0.3% of their software · price −$817K$11.2M−$3.7M
- BroadridgeBR66,387 shares · 0.3% of their software · price −$874K$9.5M−$7.1M
- WorkdayWDAY65,933 shares · 0.3% of their software · price −$6.6M$9.2M+$2.0M
- CrowdStrikeCRWD48,096 shares · 0.2% of their software · price −$2.8M$8.1M+$1.8M
- BlackLineBL120,000 shares · 0.2% of their software · price −$794K$8.0M−$4.4M
- DatadogDDOG83,450 shares · 0.2% of their software · price −$4.7M$7.9M+$2.4M
- DocuSignDOCU121,989 shares · 0.2% of their software · price −$6.1M$7.0MFlat
- Q2QTWO175,000 shares · 0.2% of their software · price −$4.0M$6.8M−$3.1M
- nCinoNCNO215,000 shares · 0.2% of their software · price −$2.2M$6.6M−$3.5M
- GuidewireGWRE91,966 shares · 0.2% of their software · price −$2.2M$6.5M−$5.7M
- CoStarCSGP101,982 shares · 0.2% of their software · price −$632K$6.2MFlat
- SnowflakeSNOW35,154 shares · 0.1% of their software · price −$3.2M$4.9M−$3.4M
- ZscalerZS29,384 shares · 0.1% of their software · price −$2.7M$4.4M−$3.7M
- TrimbleTRMB75,348 shares · 0.1% of their software · price −$1.0M$4.4M−$58.2M
- HubSpotHUBS13,351 shares · 0.1% of their software · price −$2.3M$4.0M−$781K
- GoDaddyGDDY57,610 shares · 0.1% of their software · price −$815K$4.0M+$2.2M
- Gen DigitalGEN177,874 shares · 0.1% of their software · price −$811K$3.9MFlat
- PaycomPAYC13,617 shares · 0.1% of their software · price −$902K$3.8M+$2.9M
- PalantirPLTR379,062 shares · 0.1% of their software · price −$1.8M$3.4MFlat
- DynatraceDT78,619 shares · 0.1% of their software · price −$602K$3.1MFlat
- ZoomInfoZI90,381 shares · 0.1% of their software$3.0M—
- ProgressPRGS65,867 shares · 0.1% of their software$3.0MFlat
- The Trade DeskTTD67,916 shares · 0.1% of their software · price −$1.9M$2.8M+$1.2M
- Uber Technologies, Inc.UBER102,960 shares · 0.1% of their software · price −$1.6M$2.1M+$1.1M
- MongoDBMDB7,360 shares · 0.1% of their software · price −$1.4M$1.9M+$1.5M
- Manhattan AssociatesMANH15,572 shares · 0.0% of their software$1.8MFlat
- Tyler TechnologiesTYL3,850 shares · 0.0% of their software$1.3MFlat
- Bentley SystemsBSY26,880 shares · 0.0% of their software$896K+$643K
- BILLBILL7,559 shares · 0.0% of their software · price −$883K$831K+$1.7M
- TeradataTDC22,001 shares · 0.0% of their software$814KFlat
- SPS CommerceSPSC5,753 shares · 0.0% of their software$649KFlat
- CommvaultCVLT9,875 shares · 0.0% of their software$621KFlat
- UnityU13,187 shares · 0.0% of their software · price −$823K$485K+$913K
- CloudflareNET8,532 shares · 0.0% of their software · price −$648K$373KFlat
- TwilioTWLO3,376 shares · 0.0% of their software$283K−$895K
- OktaOKTA3,104 shares · 0.0% of their software$281KFlat
- BoxBOX8,435 shares · 0.0% of their software$212KFlat
- Lyft, Inc.LYFT7,438 shares · 0.0% of their software$99KFlat
- RingCentralRNG452 shares · 0.0% of their software$24KFlat