Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2023 · compared with Q3 2023
- Software
- $54.3M
- Weight of 13F
- 10.9%
- Names
- 93
- Net bought
- −$7.6M
Filed 8 February 2024 · SEC filing.
934 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
- Grab Holdings LimitedGRAB6,031,759 shares · 14.3% of their software · Implied price is far from the quarter-end close$7.8M—
- monday.comMNDY34,044 shares · 11.9% of their software · price +$973K$6.5MFlat
- MicrosoftMSFT3,445,036 shares · 9.4% of their software · Implied price is far from the quarter-end close$5.1M—
- FortinetFTNT2,166,994 shares · 6.0% of their software · Implied price is far from the quarter-end close$3.3M—
- StoneCo Ltd.STNE1,959,381 shares · 4.5% of their software · Implied price is far from the quarter-end close$2.4M—
- DropboxDBX1,210,222 shares · 4.2% of their software · Implied price is far from the quarter-end close$2.3M—
- Full Truck Alliance Co. Ltd.YMM1,606,695 shares · 4.2% of their software · Implied price is far from the quarter-end close$2.3M—
- PagSeguro Digital Ltd.PAGS1,725,098 shares · 3.5% of their software · Implied price is far from the quarter-end close$1.9M—
- OracleORCL1,085,077 shares · 3.0% of their software · Implied price is far from the quarter-end close$1.6M—
- Check PointCHKP962,753 shares · 2.6% of their software · Implied price is far from the quarter-end close$1.4M—
- Fiserv, Inc.FISV951,152 shares · 2.5% of their software · Implied price is far from the quarter-end close$1.3M—
- PalantirPLTR369,392 shares · 2.1% of their software · Implied price is far from the quarter-end close$1.2M—
- Uber Technologies, Inc.UBER608,649 shares · 2.1% of their software · Implied price is far from the quarter-end close$1.1M—
- AkamaiAKAM456,858 shares · 1.7% of their software · Implied price is far from the quarter-end close$918K—
- SalesforceCRM630,583 shares · 1.7% of their software · Implied price is far from the quarter-end close$916K—
- DocuSignDOCU327,100 shares · 1.4% of their software · Implied price is far from the quarter-end close$781K—
- Amdocs LimitedDOX479,569 shares · 1.4% of their software · Implied price is far from the quarter-end close$778K—
- CadenceCDNS362,671 shares · 1.4% of their software · Implied price is far from the quarter-end close$755K—
- Paychex, Inc.PAYX406,193 shares · 1.4% of their software · Implied price is far from the quarter-end close$742K—
- AdobeADBE386,430 shares · 1.0% of their software · Implied price is far from the quarter-end close$565K—
- ZoomZM285,232 shares · 0.9% of their software · Implied price is far from the quarter-end close$515K—
- NetApp, Inc.NTAP138,380 shares · 0.9% of their software · Implied price is far from the quarter-end close$486K—
- Block, Inc.XYZ416,317 shares · 0.8% of their software · Implied price is far from the quarter-end close$437K—
- SS&CSSNC410,380 shares · 0.8% of their software · Implied price is far from the quarter-end close$436K—
- Remitly Global, Inc.RELY433,000 shares · 0.8% of their software · Implied price is far from the quarter-end close$433K—
- CourseraCOUR412,345 shares · 0.8% of their software · Implied price is far from the quarter-end close$426K—
- Palo Alto NetworksPANW288,435 shares · 0.8% of their software · Implied price is far from the quarter-end close$417K—
- NetScout Systems, Inc.NTCT350,594 shares · 0.7% of their software · Implied price is far from the quarter-end close$402K—
- VeevaVEEV206,220 shares · 0.7% of their software · Implied price is far from the quarter-end close$365K—
- VeriskVRSK238,741 shares · 0.7% of their software · Implied price is far from the quarter-end close$360K—
- InterDigital, Inc.IDCC207,347 shares · 0.7% of their software · Implied price is far from the quarter-end close$359K—
- IntuitINTU261,596 shares · 0.7% of their software · Implied price is far from the quarter-end close$355K—
- BroadridgeBR200,371 shares · 0.6% of their software · Implied price is far from the quarter-end close$304K—
- DynatraceDT200,395 shares · 0.5% of their software · Implied price is far from the quarter-end close$295K—
- AutodeskADSK158,115 shares · 0.5% of their software · Implied price is far from the quarter-end close$272K—
- SynopsysSNPS118,494 shares · 0.5% of their software · Implied price is far from the quarter-end close$250K—
- VeriSign, Inc.VRSN94,154 shares · 0.4% of their software · Implied price is far from the quarter-end close$240K—
- WorkdayWDAY130,252 shares · 0.4% of their software · Implied price is far from the quarter-end close$235K—
- DatadogDDOG124,240 shares · 0.4% of their software · Implied price is far from the quarter-end close$233K—
- CrowdStrikeCRWD135,745 shares · 0.4% of their software · Implied price is far from the quarter-end close$219K—
- F5, Inc.FFIV189,658 shares · 0.4% of their software · Implied price is far from the quarter-end close$217K—
- Roper Technologies, Inc.ROP130,180 shares · 0.4% of their software · Implied price is far from the quarter-end close$206K—
- ShopifySHOP195,000 shares · 0.4% of their software · Implied price is far from the quarter-end close$195K—
- UiPathPATH962 shares · 0.3% of their software · Implied price is far from the quarter-end close$186K—
- nCinoNCNO175,000 shares · 0.3% of their software · Implied price is far from the quarter-end close$175K—
- ToastTOST69,386 shares · 0.3% of their software · Implied price is far from the quarter-end close$165K—
- Automatic Data Processing, Inc.ADP121,192 shares · 0.3% of their software · Implied price is far from the quarter-end close$164K—
- The Trade DeskTTD25,465 shares · 0.3% of their software · Implied price is far from the quarter-end close$143K—
- GuidewireGWRE138,965 shares · 0.3% of their software · Implied price is far from the quarter-end close$142K—
- Q2QTWO140,000 shares · 0.3% of their software · Implied price is far from the quarter-end close$141K—
- Manhattan AssociatesMANH64,764 shares · 0.3% of their software · Implied price is far from the quarter-end close$136K—
- ServiceNowNOW77,289 shares · 0.2% of their software · Implied price is far from the quarter-end close$135K—
- WixWIX69,102 shares · 0.2% of their software · Implied price is far from the quarter-end close$131K—
- Endava plcDAVA123,600 shares · 0.2% of their software · Implied price is far from the quarter-end close$124K—
- HubSpotHUBS58,335 shares · 0.2% of their software · Implied price is far from the quarter-end close$120K—
- OktaOKTA42,163 shares · 0.2% of their software · Implied price is far from the quarter-end close$108K—
- ProgressPRGS87,143 shares · 0.2% of their software · Implied price is far from the quarter-end close$101K—
- BlackLineBL95,000 shares · 0.2% of their software · Implied price is far from the quarter-end close$95KFlat
- Gen DigitalGEN66,464 shares · 0.2% of their software · Implied price is far from the quarter-end close$83K—
- PTCPTC73,648 shares · 0.1% of their software · Implied price is far from the quarter-end close$78K—
- ZscalerZS20,794 shares · 0.1% of their software · Implied price is far from the quarter-end close$76K—
- Fair IsaacFICO34,592 shares · 0.1% of their software · Implied price is far from the quarter-end close$73K—
- GoDaddyGDDY1,279 shares · 0.1% of their software$66K−$6.0M
- TwilioTWLO1,339 shares · 0.1% of their software$66KFlat
- TrimbleTRMB57,879 shares · 0.1% of their software · Implied price is far from the quarter-end close$61K—
- CoStarCSGP53,126 shares · 0.1% of their software · Implied price is far from the quarter-end close$60K—
- Adeia Inc.ADEA54,107 shares · 0.1% of their software · Implied price is far from the quarter-end close$55K—
- QualysQLYS51,082 shares · 0.1% of their software · Implied price is far from the quarter-end close$52K—
- AtlassianTEAM30,818 shares · 0.1% of their software · Implied price is far from the quarter-end close$45K—
- CCC Intelligent Solutions Holdings Inc.CCC26,995 shares · 0.1% of their software · Implied price is far from the quarter-end close$43KNew
- MongoDBMDB14,306 shares · 0.1% of their software · Implied price is far from the quarter-end close$38K—
- Bentley SystemsBSY14,772 shares · 0.1% of their software · Implied price is far from the quarter-end close$30K—
- PaylocityPCTY16,771 shares · 0.0% of their software · Implied price is far from the quarter-end close$23K—
- FactSetFDS14,042 shares · 0.0% of their software · Implied price is far from the quarter-end close$17K—
- YextYEXT15,568 shares · 0.0% of their software · Implied price is far from the quarter-end close$16K—
- LiveRamp Holdings, Inc.RAMP14,206 shares · 0.0% of their software · Implied price is far from the quarter-end close$15KFlat
- CommvaultCVLT11,442 shares · 0.0% of their software · Implied price is far from the quarter-end close$14K—
- Radware Ltd.RDWR14,139 shares · 0.0% of their software · Implied price is far from the quarter-end close$14K—
- Global-EGLBE5,734 shares · 0.0% of their software · Implied price is far from the quarter-end close$13KFlat
- PaycomPAYC10,947 shares · 0.0% of their software · Implied price is far from the quarter-end close$12K—
- TeradataTDC11,258 shares · 0.0% of their software · Implied price is far from the quarter-end close$11K—
- SnowflakeSNOW5,972 shares · 0.0% of their software · Implied price is far from the quarter-end close$9K—
- JFrogFROG8,946 shares · 0.0% of their software · Implied price is far from the quarter-end close$9KFlat
- AppLovinAPP8,309 shares · 0.0% of their software · Implied price is far from the quarter-end close$9K—
- N-ableNABL7,958 shares · 0.0% of their software · Implied price is far from the quarter-end close$8KFlat
- DuolingoDUOL4,555 shares · 0.0% of their software · Implied price is far from the quarter-end close$5K—
- CloudflareNET73 shares · 0.0% of their software$4K−$502K
- Tyler TechnologiesTYL178 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- Karooooo Ltd.KARO3,400 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- AppFolioAPPF1,830 shares · 0.0% of their software · Implied price is far from the quarter-end close$3KNew
- SPS CommerceSPSC1,883 shares · 0.0% of their software · Implied price is far from the quarter-end close$3K—
- BILLBILL267 shares · 0.0% of their software · Implied price is far from the quarter-end close$2K—
- Intapp, Inc.INTA1,563 shares · 0.0% of their software · Implied price is far from the quarter-end close$2KFlat