Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2022 · compared with Q2 2022
- Software
- $3.4B
- Weight of 13F
- 10.9%
- Names
- 74
- Net bought
- +$239M
Filed 27 October 2022 · SEC filing.
960 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
- MicrosoftMSFT5,596,502 shares · 38.3% of their software · price −$134M$1.3B−$169M
- IntuitINTU612,104 shares · 7.0% of their software · price +$1.2M$237M−$5.5M
- Automatic Data Processing, Inc.ADP996,212 shares · 6.6% of their software · price +$16.1M$225M+$70.4M
- Paychex, Inc.PAYX1,111,515 shares · 3.7% of their software · price −$1.8M$125MFlat
- Block, Inc.XYZ2,173,237 shares · 3.5% of their software · price −$14.1M$120M+$29.7M
- FortinetFTNT2,096,715 shares · 3.0% of their software · price −$15.6M$103M+$4.4M
- CadenceCDNS594,746 shares · 2.9% of their software · price +$8.0M$97.2M+$16.7M
- SalesforceCRM656,578 shares · 2.8% of their software · price −$13.9M$94.4M+$10.2M
- OracleORCL1,509,920 shares · 2.7% of their software · price −$13.3M$92.2M−$25.8M
- AdobeADBE327,172 shares · 2.6% of their software · price −$29.7M$90.0M+$38.1M
- Palo Alto NetworksPANW540,377 shares · 2.6% of their software · price −$178M$88.5M+$183M
- Amdocs LimitedDOX1,030,837 shares · 2.4% of their software · price −$4.0M$81.9M−$3.0M
- SynopsysSNPS257,302 shares · 2.3% of their software$78.6M+$12.0M
- ZoomZM1,004,353 shares · 2.2% of their software · price −$34.5M$73.9M+$27.7M
- FactSetFDS114,835 shares · 1.3% of their software · price +$1.8M$45.9M+$538K
- Fair IsaacFICO90,870 shares · 1.1% of their software · price +$1.0M$37.4M+$23.9M
- AutodeskADSK184,483 shares · 1.0% of their software · price +$2.7M$34.5M+$20.0M
- NetApp, Inc.NTAP551,395 shares · 1.0% of their software · price −$1.9M$34.1M−$10.5M
- DropboxDBX1,640,792 shares · 1.0% of their software$34.0M+$2.6M
- Fiserv, Inc.FISV348,141 shares · 1.0% of their software · price +$1.6M$32.6M+$2.1M
- F5, Inc.FFIV209,932 shares · 0.9% of their software · price −$1.7M$30.4M−$16.7M
- VeriSign, Inc.VRSN158,331 shares · 0.8% of their software · price +$1.0M$27.5M+$1.8M
- ServiceNowNOW65,758 shares · 0.7% of their software · price −$6.4M$24.8M+$1.7M
- VeriskVRSK132,860 shares · 0.7% of their software$22.7M−$1.5M
- SS&CSSNC447,775 shares · 0.6% of their software · price −$4.6M$21.4M−$6.9M
- Roper Technologies, Inc.ROP43,428 shares · 0.5% of their software · price −$1.5M$15.6M−$2.1M
- CoStarCSGP202,144 shares · 0.4% of their software · price +$1.9M$14.1M+$6.1M
- GoDaddyGDDY197,750 shares · 0.4% of their software$14.0M+$9.7M
- AkamaiAKAM165,428 shares · 0.4% of their software · price −$1.8M$13.3M−$2.6M
- CrowdStrikeCRWD79,420 shares · 0.4% of their software$13.1M+$5.3M
- QualysQLYS91,240 shares · 0.4% of their software · price +$1.2M$12.7M−$2.0M
- PTCPTC108,703 shares · 0.3% of their software$11.4MFlat
- VeevaVEEV65,665 shares · 0.3% of their software · price −$2.2M$10.8M+$1.8M
- CourseraCOUR1,001,181 shares · 0.3% of their software · price −$3.4M$10.8M+$565K
- WorkdayWDAY67,467 shares · 0.3% of their software · price +$853K$10.3MFlat
- PaycomPAYC29,007 shares · 0.3% of their software · price +$1.4M$9.6M+$4.3M
- NetScout Systems, Inc.NTCT302,278 shares · 0.3% of their software · price −$765K$9.5MNew · +$10.2M
- ZscalerZS50,966 shares · 0.2% of their software · price +$757K$8.4M+$3.2M
- DocuSignDOCU155,833 shares · 0.2% of their software · price −$609K$8.3M+$1.9M
- BroadridgeBR53,779 shares · 0.2% of their software$7.8M−$1.8M
- nCinoNCNO215,000 shares · 0.2% of their software · price +$686K$7.3MFlat
- DatadogDDOG75,567 shares · 0.2% of their software$6.7M−$751K
- SnowflakeSNOW38,742 shares · 0.2% of their software · price +$1.2M$6.6MFlat
- BlackLineBL95,000 shares · 0.2% of their software · price −$637K$5.7M−$1.7M
- GuidewireGWRE91,966 shares · 0.2% of their software · price −$865K$5.7MFlat
- ZoomInfoZI134,104 shares · 0.2% of their software$5.6M—
- The Trade DeskTTD84,351 shares · 0.1% of their software · price +$1.5M$5.0M+$688K
- Q2QTWO150,000 shares · 0.1% of their software · price −$956K$4.8M−$964K
- Gen DigitalGEN237,036 shares · 0.1% of their software$4.8M+$1.3M
- TrimbleTRMB72,261 shares · 0.1% of their software$3.9MFlat
- HubSpotHUBS14,075 shares · 0.1% of their software$3.8MFlat
- Uber Technologies, Inc.UBER119,583 shares · 0.1% of their software · price +$722K$3.2MFlat
- ProgressPRGS65,867 shares · 0.1% of their software$2.8MFlat
- DynatraceDT78,134 shares · 0.1% of their software$2.7MFlat
- Manhattan AssociatesMANH14,886 shares · 0.1% of their software$2.0MFlat
- PalantirPLTR230,988 shares · 0.1% of their software$1.9M−$1.3M
- Adeia Inc.ADEA126,596 shares · 0.1% of their software$1.8MNew · +$793K
- MongoDBMDB7,781 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL3,942 shares · 0.0% of their software$1.4MFlat
- CommvaultCVLT14,183 shares · 0.0% of their software$753KFlat
- Bentley SystemsBSY22,145 shares · 0.0% of their software$678KFlat
- TeradataTDC20,821 shares · 0.0% of their software$646KFlat
- SPS CommerceSPSC5,122 shares · 0.0% of their software$636KFlat
- UnityU13,187 shares · 0.0% of their software$419KFlat
- CloudflareNET6,778 shares · 0.0% of their software$376KFlat
- InterDigital, Inc.IDCC7,278 shares · 0.0% of their software$295KNew · Flat
- BILLBILL1,972 shares · 0.0% of their software$261K−$614K
- TwilioTWLO3,356 shares · 0.0% of their software$232KFlat
- OktaOKTA3,104 shares · 0.0% of their software$177KFlat
- BoxBOX6,286 shares · 0.0% of their software$153KFlat
- Upbound Group, Inc.UPBD8,214 shares · 0.0% of their software$144KNew · Flat
- A10 Networks, Inc.ATEN10,419 shares · 0.0% of their software$138KNew · Flat
- Lyft, Inc.LYFT9,172 shares · 0.0% of their software$121KFlat
- RingCentralRNG394 shares · 0.0% of their software$16KFlat