Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2022 · compared with Q3 2022
- Software
- $3.8B
- Weight of 13F
- 11.0%
- Names
- 79
- Net bought
- +$262M
Filed 7 February 2023 · SEC filing.
932 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
- MicrosoftMSFT4,936,606 shares · 31.2% of their software · price +$34.2M$1.2B−$154M
- Automatic Data Processing, Inc.ADP1,035,658 shares · 6.5% of their software · price +$13.1M$247M+$8.9M
- Check PointCHKP1,607,221 shares · 5.3% of their software · price +$22.7M$203MNew · +$180M
- IntuitINTU467,929 shares · 4.8% of their software · price +$889K$182M−$55.8M
- CadenceCDNS931,044 shares · 3.9% of their software · price −$2.6M$150M+$55.0M
- AdobeADBE400,404 shares · 3.6% of their software · price +$24.6M$135M+$20.2M
- Block, Inc.XYZ1,885,550 shares · 3.1% of their software · price +$14.8M$118M−$15.8M
- Paychex, Inc.PAYX975,838 shares · 3.0% of their software · price +$3.3M$113M−$15.2M
- Fiserv, Inc.FISV1,089,028 shares · 2.9% of their software · price +$8.2M$110M+$69.3M
- FortinetFTNT2,133,655 shares · 2.8% of their software · price −$512K$104M+$1.8M
- SalesforceCRM773,258 shares · 2.7% of their software · price −$8.7M$103M+$16.8M
- SynopsysSNPS309,156 shares · 2.6% of their software · price +$4.3M$98.7M+$15.8M
- Amdocs LimitedDOX973,714 shares · 2.3% of their software · price +$11.1M$88.5M−$4.5M
- Palo Alto NetworksPANW490,325 shares · 1.8% of their software · price −$11.9M$68.4M−$8.2M
- Fair IsaacFICO99,673 shares · 1.6% of their software · price +$18.6M$59.7M+$3.6M
- AutodeskADSK291,394 shares · 1.4% of their software$54.5M+$20.0M
- DropboxDBX2,209,764 shares · 1.3% of their software · price +$3.7M$49.5M+$11.8M
- OracleORCL565,295 shares · 1.2% of their software · price +$11.7M$46.2M−$57.7M
- PaycomPAYC130,056 shares · 1.1% of their software · price −$2.6M$40.4M+$33.3M
- VeriSign, Inc.VRSN190,431 shares · 1.0% of their software · price +$6.0M$39.1M+$5.6M
- FactSetFDS89,867 shares · 1.0% of their software$36.1M−$10.0M
- Roper Technologies, Inc.ROP79,785 shares · 0.9% of their software · price +$5.8M$34.5M+$13.1M
- CoStarCSGP440,063 shares · 0.9% of their software · price +$3.4M$34.0M+$16.6M
- DocuSignDOCU603,227 shares · 0.9% of their software · price +$1.2M$33.4M+$23.9M
- NetApp, Inc.NTAP513,503 shares · 0.8% of their software · price −$919K$30.8M−$2.3M
- F5, Inc.FFIV207,934 shares · 0.8% of their software$29.8MFlat
- ServiceNowNOW73,731 shares · 0.8% of their software · price +$786K$28.6M+$3.0M
- WorkdayWDAY145,403 shares · 0.6% of their software · price +$2.2M$24.3M+$11.9M
- The Trade DeskTTD502,139 shares · 0.6% of their software · price −$7.5M$22.5M+$25.0M
- VeriskVRSK127,461 shares · 0.6% of their software · price +$751K$22.5M−$921K
- CrowdStrikeCRWD209,071 shares · 0.6% of their software · price −$12.4M$22.0M+$21.4M
- VeevaVEEV129,303 shares · 0.6% of their software$20.9M+$10.5M
- StoneCo Ltd.STNE2,180,000 shares · 0.5% of their software$20.6MNew · +$20.8M
- SS&CSSNC365,830 shares · 0.5% of their software · price +$1.6M$19.0M−$3.9M
- Endava plcDAVA194,000 shares · 0.4% of their software · price −$801K$14.8MNew · +$15.6M
- GoDaddyGDDY179,035 shares · 0.4% of their software · price +$705K$13.4M−$1.3M
- Full Truck Alliance Co. Ltd.YMM1,662,128 shares · 0.4% of their software · price +$2.4M$13.3MNew · +$10.9M
- ZoomZM178,116 shares · 0.3% of their software · price −$1.0M$12.1M−$60.8M
- PaylocityPCTY59,334 shares · 0.3% of their software · price −$2.8M$11.5MNew · +$14.3M
- NetScout Systems, Inc.NTCT340,663 shares · 0.3% of their software$11.1M+$1.2M
- AkamaiAKAM127,110 shares · 0.3% of their software · price +$506K$10.7M−$3.1M
- QualysQLYS91,240 shares · 0.3% of their software · price −$2.5M$10.2MFlat
- CourseraCOUR734,729 shares · 0.2% of their software · price +$771K$8.7M−$2.9M
- AtlassianTEAM66,699 shares · 0.2% of their software · price −$5.5M$8.6MNew · +$14.0M
- ZscalerZS76,455 shares · 0.2% of their software · price −$4.0M$8.6M+$4.2M
- DatadogDDOG100,136 shares · 0.2% of their software · price −$1.5M$7.4M+$2.2M
- BroadridgeBR53,127 shares · 0.2% of their software · price −$541K$7.1MFlat
- ShopifySHOP205,000 shares · 0.2% of their software · price +$1.6M$7.1MNew · +$5.5M
- BlackLineBL95,000 shares · 0.2% of their software · price +$700K$6.4MFlat
- GuidewireGWRE100,000 shares · 0.2% of their software$6.3MFlat
- nCinoNCNO225,000 shares · 0.2% of their software · price −$1.7M$5.9MFlat
- PagSeguro Digital Ltd.PAGS649,000 shares · 0.1% of their software · price −$2.9M$5.7MNew · +$8.6M
- DLocal LimitedDLO354,000 shares · 0.1% of their software · price −$1.8M$5.5MNew · +$7.3M
- PTCPTC36,814 shares · 0.1% of their software · price +$568K$4.4M−$7.5M
- Q2QTWO150,000 shares · 0.1% of their software · price −$800K$4.0MFlat
- Gen DigitalGEN170,101 shares · 0.1% of their software$3.6M−$1.3M
- ZoomInfoZI118,013 shares · 0.1% of their software$3.6M—
- Uber Technologies, Inc.UBER142,432 shares · 0.1% of their software$3.5M+$605K
- SnowflakeSNOW23,796 shares · 0.1% of their software · price −$629K$3.4M−$2.5M
- ProgressPRGS65,867 shares · 0.1% of their software · price +$520K$3.3MFlat
- WixWIX43,094 shares · 0.1% of their software$3.3MNew · +$3.4M
- HubSpotHUBS10,899 shares · 0.1% of their software$3.2M−$858K
- DynatraceDT48,649 shares · 0.0% of their software$1.9M−$1.0M
- Manhattan AssociatesMANH15,043 shares · 0.0% of their software$1.8MFlat
- TrimbleTRMB33,411 shares · 0.0% of their software$1.7M−$2.1M
- Adeia Inc.ADEA158,718 shares · 0.0% of their software · price +$530K$1.5MFlat
- InterDigital, Inc.IDCC24,457 shares · 0.0% of their software$1.2M+$694K
- Tyler TechnologiesTYL3,747 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT17,222 shares · 0.0% of their software$1.1MFlat
- TeradataTDC20,821 shares · 0.0% of their software$701KFlat
- SPS CommerceSPSC3,875 shares · 0.0% of their software$498KFlat
- CloudflareNET10,683 shares · 0.0% of their software$483KFlat
- UnityU11,317 shares · 0.0% of their software$324KFlat
- Radware Ltd.RDWR15,814 shares · 0.0% of their software$312KNew · Flat
- MongoDBMDB1,470 shares · 0.0% of their software$289K−$1.3M
- Bentley SystemsBSY6,009 shares · 0.0% of their software$222KFlat
- BILLBILL2,017 shares · 0.0% of their software$220KFlat
- OktaOKTA3,134 shares · 0.0% of their software$214KFlat
- A10 Networks, Inc.ATEN10,419 shares · 0.0% of their software$173KFlat