Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2023 · compared with Q2 2023
- Software
- $4.8B
- Weight of 13F
- 13.0%
- Names
- 98
- Net bought
- +$318M
Filed 24 October 2023 · SEC filing.
1,008 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
- MicrosoftMSFT4,738,293 shares · 31.0% of their software · price −$117M$1.5B+$25.7M
- AdobeADBE575,097 shares · 6.1% of their software · price +$12.0M$293M+$74.3M
- FortinetFTNT3,576,224 shares · 4.3% of their software · price −$60.5M$210M+$120M
- OracleORCL1,925,930 shares · 4.2% of their software · price −$25.4M$204M−$2.9M
- SalesforceCRM963,806 shares · 4.0% of their software · price −$8.2M$195M+$22.0M
- CadenceCDNS814,645 shares · 4.0% of their software$191M−$4.9M
- IntuitINTU348,474 shares · 3.7% of their software · price +$18.4M$178M−$47.6M
- Check PointCHKP1,333,310 shares · 3.7% of their software · price +$10.2M$178M−$32.8M
- Fiserv, Inc.FISV1,498,394 shares · 3.5% of their software · price −$19.8M$169M+$2.5M
- Palo Alto NetworksPANW565,425 shares · 2.7% of their software · price −$11.9M$133MFlat
- SynopsysSNPS280,340 shares · 2.7% of their software · price +$6.6M$129MFlat
- Paychex, Inc.PAYX736,865 shares · 1.8% of their software · price +$2.5M$85.0M+$1.1M
- Fair IsaacFICO95,472 shares · 1.7% of their software · price +$5.7M$82.9M−$7.8M
- Amdocs LimitedDOX899,576 shares · 1.6% of their software · price −$12.9M$76.0M+$4.0M
- VeriskVRSK287,805 shares · 1.4% of their software · price +$2.9M$68.0M+$20.0M
- ServiceNowNOW119,883 shares · 1.4% of their software$67.0M+$26.4M
- AutodeskADSK306,136 shares · 1.3% of their software · price +$704K$63.3M+$9.5M
- DropboxDBX2,255,328 shares · 1.3% of their software · price +$1.3M$61.4M−$1.6M
- Roper Technologies, Inc.ROP116,266 shares · 1.2% of their software$56.3M+$24.2M
- WorkdayWDAY238,470 shares · 1.1% of their software · price −$2.6M$51.2M−$12.4M
- HubSpotHUBS101,785 shares · 1.0% of their software · price −$4.0M$50.1M+$1.2M
- VeriSign, Inc.VRSN243,166 shares · 1.0% of their software · price −$5.7M$49.2MFlat
- Uber Technologies, Inc.UBER1,035,331 shares · 1.0% of their software · price +$2.9M$47.6M+$11.1M
- NetApp, Inc.NTAP496,296 shares · 0.8% of their software$37.7M+$803K
- Automatic Data Processing, Inc.ADP149,905 shares · 0.7% of their software · price +$3.1M$36.1M+$6.7M
- AkamaiAKAM335,766 shares · 0.7% of their software · price +$5.6M$35.8M+$14.5M
- F5, Inc.FFIV214,486 shares · 0.7% of their software · price +$3.2M$34.6M+$3.5M
- StoneCo Ltd.STNE2,969,463 shares · 0.7% of their software · price −$6.1M$31.7M+$15.9M
- VeevaVEEV155,352 shares · 0.7% of their software · price +$889K$31.6M+$9.2M
- DocuSignDOCU724,314 shares · 0.6% of their software · price −$6.6M$30.4M+$9.1M
- InterDigital, Inc.IDCC374,348 shares · 0.6% of their software · price −$6.1M$30.0M+$2.7M
- Block, Inc.XYZ570,927 shares · 0.5% of their software · price −$12.7M$25.3M−$63.1M
- SS&CSSNC472,779 shares · 0.5% of their software · price −$3.8M$24.8M−$2.5M
- CrowdStrikeCRWD116,006 shares · 0.4% of their software · price +$2.4M$19.4M+$10.5M
- GuidewireGWRE199,247 shares · 0.4% of their software · price +$2.8M$17.9M−$2.7M
- ZoomZM249,107 shares · 0.4% of their software · price +$513K$17.4M+$6.4M
- Manhattan AssociatesMANH85,728 shares · 0.4% of their software$16.9M+$14.8M
- PalantirPLTR1,052,427 shares · 0.3% of their software · price +$705K$16.8M+$13.4M
- The Trade DeskTTD207,465 shares · 0.3% of their software$16.2M+$4.7M
- PagSeguro Digital Ltd.PAGS1,853,584 shares · 0.3% of their software · price −$1.5M$16.0M+$808K
- CourseraCOUR739,945 shares · 0.3% of their software · price +$4.2M$13.8MFlat
- DatadogDDOG148,450 shares · 0.3% of their software · price −$1.1M$13.5M+$10.7M
- NetScout Systems, Inc.NTCT480,528 shares · 0.3% of their software · price −$1.4M$13.5M+$1.8M
- Full Truck Alliance Co. Ltd.YMM1,726,695 shares · 0.3% of their software · price +$1.4M$12.2M−$1.1M
- Remitly Global, Inc.RELY481,000 shares · 0.3% of their software · price +$3.1M$12.1M−$3.8M
- BroadridgeBR65,460 shares · 0.2% of their software · price +$878K$11.7M+$3.9M
- MongoDBMDB33,332 shares · 0.2% of their software · price −$2.2M$11.5M+$13.1M
- Endava plcDAVA191,500 shares · 0.2% of their software · price +$1.1M$11.0M+$621K
- QualysQLYS71,902 shares · 0.2% of their software · price +$1.7M$11.0M−$1.3M
- ShopifySHOP200,000 shares · 0.2% of their software · price −$2.0M$10.9M+$1.9M
- FactSetFDS24,835 shares · 0.2% of their software · price +$909K$10.9M+$934K
- DynatraceDT227,745 shares · 0.2% of their software · price −$1.1M$10.6M+$2.9M
- ZscalerZS63,439 shares · 0.2% of their software · price +$589K$9.9M+$5.3M
- WixWIX101,130 shares · 0.2% of their software · price +$1.4M$9.3M−$969K
- AtlassianTEAM45,010 shares · 0.2% of their software · price +$1.5M$9.1MFlat
- OktaOKTA91,807 shares · 0.2% of their software · price +$1.1M$7.5M+$554K
- CoStarCSGP96,670 shares · 0.2% of their software · price −$1.2M$7.4M+$2.1M
- nCinoNCNO225,000 shares · 0.1% of their software$7.2MFlat
- GoDaddyGDDY81,695 shares · 0.1% of their software$6.1M−$628K
- PTCPTC41,765 shares · 0.1% of their software$5.9MFlat
- UiPathPATH332,715 shares · 0.1% of their software$5.7M+$3.7M
- monday.comMNDY33,353 shares · 0.1% of their software$5.3M+$2.2M
- BlackLineBL95,000 shares · 0.1% of their software$5.3MFlat
- Q2QTWO150,000 shares · 0.1% of their software$4.8MFlat
- ProgressPRGS79,895 shares · 0.1% of their software$4.2M+$3.1M
- BILLBILL31,203 shares · 0.1% of their software$3.4M+$3.4M
- PaycomPAYC12,362 shares · 0.1% of their software · price −$766K$3.2M−$7.3M
- Gen DigitalGEN167,955 shares · 0.1% of their software$3.0MFlat
- Grab Holdings LimitedGRAB702,767 shares · 0.1% of their software$2.5MFlat
- TrimbleTRMB40,782 shares · 0.0% of their software$2.2M+$588K
- SnowflakeSNOW12,227 shares · 0.0% of their software$1.9MFlat
- ZoomInfoZI93,376 shares · 0.0% of their software$1.5M—
- Tyler TechnologiesTYL3,783 shares · 0.0% of their software$1.5MFlat
- Bentley SystemsBSY28,121 shares · 0.0% of their software$1.4M+$572K
- CommvaultCVLT14,711 shares · 0.0% of their software$995KFlat
- Adeia Inc.ADEA91,477 shares · 0.0% of their software$977KFlat
- DuolingoDUOL5,546 shares · 0.0% of their software$920KFlat
- PaylocityPCTY4,606 shares · 0.0% of their software$837K−$1.2M
- TeradataTDC16,960 shares · 0.0% of their software$764KFlat
- Kingsoft Cloud Holdings LimitedKC137,179 shares · 0.0% of their software$676KFlat
- SPS CommerceSPSC3,377 shares · 0.0% of their software$576KFlat
- CloudflareNET8,034 shares · 0.0% of their software$506KFlat
- LiveRamp Holdings, Inc.RAMP14,206 shares · 0.0% of their software$410KFlat
- Global-EGLBE5,734 shares · 0.0% of their software$228KNew · Flat
- JFrogFROG8,946 shares · 0.0% of their software$227KFlat
- Radware Ltd.RDWR12,365 shares · 0.0% of their software$209KFlat
- YextYEXT32,661 shares · 0.0% of their software$207KFlat
- SprinklrCXM13,493 shares · 0.0% of their software$187KNew · Flat
- A10 Networks, Inc.ATEN10,419 shares · 0.0% of their software$157KFlat
- PDF Solutions, Inc.PDFS4,083 shares · 0.0% of their software$132KFlat
- N-ableNABL7,958 shares · 0.0% of their software$103KNew · Flat
- Karooooo Ltd.KARO4,000 shares · 0.0% of their software$80KFlat
- ProcorePCOR1,202 shares · 0.0% of their software$79KFlat
- TwilioTWLO1,172 shares · 0.0% of their software$69KFlat
- Intapp, Inc.INTA1,563 shares · 0.0% of their software$52KNew · Flat
- AppLovinAPP1,123 shares · 0.0% of their software$45KNew · Flat
- ToastTOST847 shares · 0.0% of their software$16KNew · Flat
- UnityU411 shares · 0.0% of their software$13KFlat