Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2023 · compared with Q4 2022
- Software
- $4.3B
- Weight of 13F
- 11.7%
- Names
- 88
- Net bought
- −$85.2M
Filed 4 May 2023 · SEC filing.
1,036 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
- MicrosoftMSFT4,707,071 shares · 31.7% of their software · price +$228M$1.4B−$55.0M
- IntuitINTU474,185 shares · 4.9% of their software · price +$26.8M$211M+$2.4M
- Check PointCHKP1,595,150 shares · 4.8% of their software · price +$6.1M$207MFlat
- OracleORCL2,160,562 shares · 4.7% of their software · price +$24.2M$201M+$130M
- CadenceCDNS884,601 shares · 4.3% of their software · price +$43.7M$186M−$7.5M
- AdobeADBE421,460 shares · 3.8% of their software · price +$20.6M$162M+$7.1M
- SalesforceCRM714,088 shares · 3.3% of their software · price +$48.0M$143M−$7.8M
- Fiserv, Inc.FISV1,212,700 shares · 3.2% of their software · price +$14.5M$137M+$12.5M
- FortinetFTNT2,029,389 shares · 3.2% of their software · price +$35.7M$135M−$5.1M
- Automatic Data Processing, Inc.ADP550,924 shares · 2.9% of their software · price −$8.9M$123M−$116M
- SynopsysSNPS302,817 shares · 2.7% of their software · price +$20.3M$117M−$2.0M
- Palo Alto NetworksPANW557,442 shares · 2.6% of their software · price +$33.6M$111M+$9.4M
- Block, Inc.XYZ1,483,008 shares · 2.4% of their software · price +$8.6M$102M−$25.3M
- Paychex, Inc.PAYX873,364 shares · 2.3% of their software · price −$847K$100M−$11.8M
- Amdocs LimitedDOX965,603 shares · 2.2% of their software · price +$5.0M$92.7MFlat
- Fair IsaacFICO113,803 shares · 1.9% of their software · price +$11.8M$80.0M+$8.5M
- WorkdayWDAY290,961 shares · 1.4% of their software · price +$11.4M$60.1M+$24.4M
- VeriSign, Inc.VRSN282,021 shares · 1.4% of their software · price +$1.7M$59.6M+$18.8M
- AutodeskADSK283,191 shares · 1.4% of their software · price +$6.0M$58.9M−$1.5M
- DropboxDBX2,375,600 shares · 1.2% of their software · price −$1.8M$51.4M+$3.7M
- DocuSignDOCU623,641 shares · 0.8% of their software · price +$1.8M$36.4M+$1.1M
- ServiceNowNOW76,827 shares · 0.8% of their software · price +$5.9M$35.7M+$1.2M
- NetApp, Inc.NTAP512,290 shares · 0.8% of their software · price +$1.9M$32.7MFlat
- FactSetFDS71,135 shares · 0.7% of their software · price +$987K$29.5M−$7.5M
- F5, Inc.FFIV202,499 shares · 0.7% of their software$29.5M−$780K
- StoneCo Ltd.STNE2,835,000 shares · 0.6% of their software$27.0M+$6.2M
- PaycomPAYC82,839 shares · 0.6% of their software · price −$522K$25.2M−$14.7M
- Roper Technologies, Inc.ROP51,810 shares · 0.5% of their software$22.8M−$12.1M
- VeriskVRSK109,231 shares · 0.5% of their software · price +$1.7M$21.0M−$3.2M
- CrowdStrikeCRWD141,795 shares · 0.5% of their software · price +$4.5M$19.5M−$7.1M
- SS&CSSNC340,830 shares · 0.4% of their software · price +$1.5M$19.2M−$1.3M
- PaylocityPCTY81,836 shares · 0.4% of their software$16.3M+$4.4M
- GoDaddyGDDY182,968 shares · 0.3% of their software · price +$531K$14.2MFlat
- Uber Technologies, Inc.UBER445,085 shares · 0.3% of their software · price +$3.1M$14.1M+$7.5M
- PagSeguro Digital Ltd.PAGS1,574,000 shares · 0.3% of their software$13.5M+$8.1M
- ZoomZM176,389 shares · 0.3% of their software · price +$1.1M$13.0MFlat
- Full Truck Alliance Co. Ltd.YMM1,662,128 shares · 0.3% of their software · price −$648K$12.6MFlat
- NetScout Systems, Inc.NTCT440,333 shares · 0.3% of their software · price −$1.7M$12.6M+$3.2M
- QualysQLYS96,902 shares · 0.3% of their software · price +$1.7M$12.6M+$635K
- Endava plcDAVA179,500 shares · 0.3% of their software · price −$1.7M$12.1M−$1.1M
- VeevaVEEV63,335 shares · 0.3% of their software · price +$1.4M$11.6M−$10.6M
- WixWIX96,909 shares · 0.2% of their software · price +$2.2M$9.7M+$4.1M
- Remitly Global, Inc.RELY556,000 shares · 0.2% of their software · price +$3.1M$9.4MNew · +$6.4M
- CourseraCOUR741,954 shares · 0.2% of their software$8.5MFlat
- AkamaiAKAM106,751 shares · 0.2% of their software · price −$641K$8.4M−$1.7M
- GuidewireGWRE100,000 shares · 0.2% of their software · price +$1.9M$8.2MFlat
- The Trade DeskTTD128,528 shares · 0.2% of their software · price +$2.1M$7.8M−$16.7M
- DynatraceDT181,044 shares · 0.2% of their software · price +$724K$7.7M+$5.1M
- ZscalerZS64,550 shares · 0.2% of their software$7.5M−$1.3M
- HubSpotHUBS16,463 shares · 0.2% of their software · price +$2.3M$7.1M+$1.6M
- AtlassianTEAM41,040 shares · 0.2% of their software · price +$1.7M$7.0M−$3.3M
- ShopifySHOP145,000 shares · 0.2% of their software · price +$1.9M$7.0M−$2.1M
- BroadridgeBR44,767 shares · 0.2% of their software · price +$557K$6.6M−$1.1M
- BlackLineBL95,000 shares · 0.1% of their software$6.4MFlat
- DLocal LimitedDLO358,000 shares · 0.1% of their software$5.8MFlat
- nCinoNCNO225,000 shares · 0.1% of their software$5.6MFlat
- CoStarCSGP72,909 shares · 0.1% of their software · price −$615K$5.0M−$28.4M
- PTCPTC37,773 shares · 0.1% of their software$4.8MFlat
- SnowflakeSNOW26,781 shares · 0.1% of their software$4.1MFlat
- DatadogDDOG55,981 shares · 0.1% of their software$4.1M−$3.2M
- Q2QTWO150,000 shares · 0.1% of their software$3.7MFlat
- Gen DigitalGEN174,488 shares · 0.1% of their software · price −$745K$3.0MFlat
- Manhattan AssociatesMANH14,551 shares · 0.1% of their software$2.3MFlat
- ZoomInfoZI78,462 shares · 0.0% of their software$1.9M—
- ProgressPRGS29,428 shares · 0.0% of their software$1.7M−$1.8M
- TrimbleTRMB29,107 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL3,547 shares · 0.0% of their software$1.3MFlat
- InterDigital, Inc.IDCC15,263 shares · 0.0% of their software$1.1MFlat
- CommvaultCVLT17,222 shares · 0.0% of their software$977KFlat
- TeradataTDC20,821 shares · 0.0% of their software$839KFlat
- Adeia Inc.ADEA91,477 shares · 0.0% of their software$810K−$637K
- CloudflareNET10,683 shares · 0.0% of their software$659KFlat
- SPS CommerceSPSC3,875 shares · 0.0% of their software$590KFlat
- UnityU10,969 shares · 0.0% of their software$356KFlat
- Radware Ltd.RDWR15,814 shares · 0.0% of their software$341KFlat
- MongoDBMDB1,367 shares · 0.0% of their software$319KFlat
- Bentley SystemsBSY6,452 shares · 0.0% of their software$277KFlat
- OktaOKTA3,134 shares · 0.0% of their software$270KFlat
- PalantirPLTR27,141 shares · 0.0% of their software$229KNew · Flat
- JFrogFROG8,946 shares · 0.0% of their software$176KNew · Flat
- BoxBOX6,286 shares · 0.0% of their software$168KNew · Flat
- BILLBILL1,999 shares · 0.0% of their software$162KFlat
- Grab Holdings LimitedGRAB53,825 shares · 0.0% of their software$162KNew · Flat
- A10 Networks, Inc.ATEN10,419 shares · 0.0% of their software$161KFlat
- LiveRamp Holdings, Inc.RAMP4,937 shares · 0.0% of their software$108KNew · Flat
- monday.comMNDY711 shares · 0.0% of their software$101KNew · Flat
- Calix, Inc.CALX1,514 shares · 0.0% of their software$81KNew · Flat
- TwilioTWLO43 shares · 0.0% of their software$3KNew · Flat