Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2023 · compared with Q1 2023
- Software
- $4.7B
- Weight of 13F
- 12.5%
- Names
- 93
- Net bought
- −$94.8M
Filed 24 July 2023 · SEC filing.
1,032 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
- MicrosoftMSFT4,662,790 shares · 33.6% of their software · price +$244M$1.6BFlat
- OracleORCL1,950,175 shares · 4.9% of their software · price +$51.0M$232M−$19.5M
- IntuitINTU452,379 shares · 4.4% of their software · price +$5.6M$207M−$9.7M
- AdobeADBE423,226 shares · 4.4% of their software · price +$43.9M$207MFlat
- Check PointCHKP1,594,464 shares · 4.2% of their software · price −$7.0M$200MFlat
- CadenceCDNS835,466 shares · 4.1% of their software · price +$20.4M$196M−$10.3M
- Fiserv, Inc.FISV1,478,854 shares · 3.9% of their software · price +$19.4M$187M+$30.1M
- SalesforceCRM859,752 shares · 3.8% of their software · price +$9.9M$182M+$29.1M
- FortinetFTNT1,990,988 shares · 3.2% of their software · price +$18.2M$150M−$2.6M
- Palo Alto NetworksPANW570,708 shares · 3.1% of their software · price +$31.8M$146M+$2.6M
- SynopsysSNPS278,449 shares · 2.6% of their software · price +$13.7M$121M−$9.4M
- Block, Inc.XYZ1,518,711 shares · 2.1% of their software · price −$3.2M$101M+$2.5M
- Fair IsaacFICO105,168 shares · 1.8% of their software · price +$11.2M$85.1M−$6.1M
- Amdocs LimitedDOX859,598 shares · 1.8% of their software · price +$2.4M$85.0M−$10.2M
- Paychex, Inc.PAYX726,603 shares · 1.7% of their software · price −$2.0M$81.3M−$16.8M
- WorkdayWDAY293,397 shares · 1.4% of their software · price +$5.7M$66.3MFlat
- DropboxDBX2,314,356 shares · 1.3% of their software · price +$11.7M$61.7M−$1.3M
- VeriSign, Inc.VRSN243,696 shares · 1.2% of their software · price +$3.6M$55.1M−$8.1M
- AutodeskADSK259,738 shares · 1.1% of their software · price −$922K$53.1M−$4.9M
- HubSpotHUBS99,593 shares · 1.1% of their software · price +$10.3M$53.0M+$35.6M
- VeriskVRSK199,510 shares · 1.0% of their software · price +$6.8M$45.1M+$17.3M
- ServiceNowNOW72,887 shares · 0.9% of their software · price +$7.1M$41.0M−$1.8M
- NetApp, Inc.NTAP485,789 shares · 0.8% of their software · price +$6.1M$37.1M−$1.7M
- Uber Technologies, Inc.UBER777,674 shares · 0.7% of their software · price +$8.9M$33.6M+$10.5M
- InterDigital, Inc.IDCC346,172 shares · 0.7% of their software · price +$8.2M$33.4M+$24.1M
- Roper Technologies, Inc.ROP65,998 shares · 0.7% of their software · price +$2.6M$31.7M+$6.3M
- SS&CSSNC514,074 shares · 0.7% of their software · price +$2.1M$31.2M+$9.8M
- F5, Inc.FFIV190,805 shares · 0.6% of their software$27.9M−$1.7M
- DocuSignDOCU546,015 shares · 0.6% of their software · price −$3.9M$27.9M−$4.5M
- Automatic Data Processing, Inc.ADP119,219 shares · 0.6% of their software$26.2M−$96.1M
- StoneCo Ltd.STNE1,720,000 shares · 0.5% of their software · price +$5.5M$21.9M−$10.6M
- VeevaVEEV108,786 shares · 0.5% of their software · price +$1.5M$21.5M+$8.4M
- GuidewireGWRE234,247 shares · 0.4% of their software · price −$1.4M$17.8M+$11.0M
- PagSeguro Digital Ltd.PAGS1,768,000 shares · 0.4% of their software · price +$1.5M$16.7M+$1.7M
- AkamaiAKAM174,653 shares · 0.3% of their software · price +$2.0M$15.7M+$5.3M
- NetScout Systems, Inc.NTCT422,655 shares · 0.3% of their software · price +$972K$13.1M−$506K
- Remitly Global, Inc.RELY681,000 shares · 0.3% of their software · price +$1.3M$12.8M+$2.1M
- Full Truck Alliance Co. Ltd.YMM1,901,664 shares · 0.3% of their software · price −$2.6M$11.8M+$1.8M
- The Trade DeskTTD146,962 shares · 0.2% of their software · price +$2.4M$11.3M+$1.1M
- PaycomPAYC35,043 shares · 0.2% of their software · price +$604K$11.3M−$14.5M
- ShopifySHOP170,000 shares · 0.2% of their software · price +$2.8M$11.0M+$1.2M
- QualysQLYS81,902 shares · 0.2% of their software$10.6M−$2.0M
- ZoomZM154,288 shares · 0.2% of their software · price −$920K$10.5M−$1.6M
- CourseraCOUR744,168 shares · 0.2% of their software · price +$1.1M$9.7MFlat
- Endava plcDAVA179,500 shares · 0.2% of their software · price −$2.8M$9.3MFlat
- FactSetFDS22,503 shares · 0.2% of their software$9.0M−$20.2M
- WixWIX113,517 shares · 0.2% of their software · price −$2.4M$8.9M+$1.7M
- DynatraceDT170,662 shares · 0.2% of their software · price +$1.6M$8.8MFlat
- AtlassianTEAM43,842 shares · 0.2% of their software$7.4MFlat
- BroadridgeBR41,875 shares · 0.1% of their software · price +$798K$6.9MFlat
- nCinoNCNO225,000 shares · 0.1% of their software · price +$1.2M$6.8MFlat
- GoDaddyGDDY90,049 shares · 0.1% of their software$6.8M−$7.2M
- CrowdStrikeCRWD44,493 shares · 0.1% of their software$6.5M−$13.4M
- CoStarCSGP73,296 shares · 0.1% of their software · price +$1.5M$6.5MFlat
- OktaOKTA83,821 shares · 0.1% of their software · price −$1.4M$5.8M+$7.0M
- PTCPTC40,653 shares · 0.1% of their software · price +$572K$5.8MFlat
- BlackLineBL95,000 shares · 0.1% of their software · price −$1.3M$5.1MFlat
- Q2QTWO150,000 shares · 0.1% of their software · price +$942K$4.6MFlat
- ZscalerZS27,546 shares · 0.1% of their software · price +$812K$4.0M−$4.3M
- DatadogDDOG40,032 shares · 0.1% of their software · price +$1.0M$3.9M−$1.2M
- monday.comMNDY20,476 shares · 0.1% of their software · price +$583K$3.5M+$2.8M
- Gen DigitalGEN164,263 shares · 0.1% of their software$3.0MFlat
- PalantirPLTR178,697 shares · 0.1% of their software · price +$1.2M$2.7M+$1.3M
- SnowflakeSNOW14,155 shares · 0.1% of their software$2.5M−$1.9M
- Grab Holdings LimitedGRAB722,375 shares · 0.1% of their software$2.5M+$2.0M
- Manhattan AssociatesMANH11,753 shares · 0.0% of their software · price +$529K$2.3MFlat
- PaylocityPCTY11,147 shares · 0.0% of their software$2.1M−$14.1M
- UiPathPATH112,097 shares · 0.0% of their software$1.9MNew · +$2.0M
- TrimbleTRMB29,670 shares · 0.0% of their software$1.6MFlat
- ProgressPRGS25,976 shares · 0.0% of their software$1.5MFlat
- Tyler TechnologiesTYL3,623 shares · 0.0% of their software$1.5MFlat
- CommvaultCVLT14,711 shares · 0.0% of their software$1.1MFlat
- Adeia Inc.ADEA91,477 shares · 0.0% of their software$1.0MFlat
- Bentley SystemsBSY17,576 shares · 0.0% of their software$953KFlat
- TeradataTDC16,960 shares · 0.0% of their software$906KFlat
- Kingsoft Cloud Holdings LimitedKC137,179 shares · 0.0% of their software$837KNew · +$1.2M
- SPS CommerceSPSC3,377 shares · 0.0% of their software$649KFlat
- DuolingoDUOL4,340 shares · 0.0% of their software$620KNew · +$619K
- MongoDBMDB1,492 shares · 0.0% of their software$613KFlat
- CloudflareNET8,364 shares · 0.0% of their software$547KFlat
- Shift4 Payments, Inc.FOUR7,865 shares · 0.0% of their software$534KNew · +$596K
- YextYEXT24,862 shares · 0.0% of their software$281KNew · Flat
- JFrogFROG8,946 shares · 0.0% of their software$248KFlat
- Radware Ltd.RDWR12,365 shares · 0.0% of their software$240KFlat
- BILLBILL2,036 shares · 0.0% of their software$238KFlat
- PDF Solutions, Inc.PDFS4,083 shares · 0.0% of their software$184KNew · Flat
- A10 Networks, Inc.ATEN10,419 shares · 0.0% of their software$152KFlat
- LiveRamp Holdings, Inc.RAMP4,937 shares · 0.0% of their software$141KFlat
- Karooooo Ltd.KARO4,000 shares · 0.0% of their software$93KNew · Flat
- TwilioTWLO1,326 shares · 0.0% of their software$84KFlat
- ProcorePCOR1,202 shares · 0.0% of their software$78KNew · Flat
- UnityU411 shares · 0.0% of their software$18KFlat
- ZoomInfoZI69 shares · 0.0% of their software$2K—