Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2024 · compared with Q4 2023
- Software
- $6.7B
- Weight of 13F
- 14.6%
- Names
- 96
- Net bought
- +$75.3M
Filed 24 April 2024 · SEC filing.
921 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
- MicrosoftMSFT6,168,630 shares · 38.8% of their software · price +$276M$2.6B—
- Check PointCHKP1,824,675 shares · 4.5% of their software · price +$20.5M$299M—
- SalesforceCRM900,949 shares · 4.1% of their software · price +$34.3M$271M—
- IntuitINTU351,884 shares · 3.4% of their software · price +$8.8M$229M—
- Fiserv, Inc.FISV1,343,180 shares · 3.2% of their software · price +$36.2M$215M—
- AdobeADBE407,249 shares · 3.1% of their software · price −$37.5M$205M—
- FortinetFTNT2,831,683 shares · 2.9% of their software · price +$27.7M$193M—
- CadenceCDNS510,728 shares · 2.4% of their software · price +$19.9M$159M—
- SynopsysSNPS256,517 shares · 2.2% of their software · price +$14.5M$147M—
- OracleORCL1,160,544 shares · 2.2% of their software · price +$23.4M$146M—
- Roper Technologies, Inc.ROP213,519 shares · 1.8% of their software · price +$3.3M$120M—
- ServiceNowNOW144,047 shares · 1.6% of their software · price +$8.1M$110M—
- CrowdStrikeCRWD306,203 shares · 1.5% of their software · price +$20.0M$98.2M—
- AkamaiAKAM853,342 shares · 1.4% of their software · price −$8.2M$92.8M—
- Uber Technologies, Inc.UBER1,165,758 shares · 1.3% of their software · price +$18.0M$89.8M—
- VeevaVEEV375,179 shares · 1.3% of their software · price +$14.7M$86.9M—
- Paychex, Inc.PAYX659,562 shares · 1.2% of their software · price +$2.4M$81.0M—
- NetApp, Inc.NTAP751,345 shares · 1.2% of their software · price +$12.6M$78.9M—
- Palo Alto NetworksPANW273,439 shares · 1.2% of their software · price −$2.9M$77.7M—
- Fair IsaacFICO60,167 shares · 1.1% of their software · price +$5.2M$75.2M—
- AutodeskADSK272,602 shares · 1.1% of their software · price +$4.6M$71.0M—
- Amdocs LimitedDOX717,328 shares · 1.0% of their software · price +$1.8M$64.8M—
- HubSpotHUBS102,849 shares · 1.0% of their software · price +$4.7M$64.4M—
- WorkdayWDAY234,847 shares · 1.0% of their software · price −$777K$64.1M—
- DocuSignDOCU1,022,231 shares · 0.9% of their software$60.9M—
- BroadridgeBR296,967 shares · 0.9% of their software$60.8M—
- VeriskVRSK253,821 shares · 0.9% of their software · price −$794K$59.8M—
- F5, Inc.FFIV310,070 shares · 0.9% of their software · price +$3.3M$58.8M—
- DropboxDBX2,341,740 shares · 0.9% of their software · price −$12.1M$56.9M—
- Block, Inc.XYZ621,201 shares · 0.8% of their software · price +$4.5M$52.5M—
- PagSeguro Digital Ltd.PAGS3,150,551 shares · 0.7% of their software · price +$5.7M$45.0M—
- Automatic Data Processing, Inc.ADP159,400 shares · 0.6% of their software · price +$2.7M$39.8M—
- ZoomZM583,767 shares · 0.6% of their software · price −$3.8M$38.2M—
- StoneCo Ltd.STNE2,235,192 shares · 0.6% of their software · price −$3.2M$37.1M—
- Manhattan AssociatesMANH133,766 shares · 0.5% of their software · price +$4.7M$33.5M—
- Corpay, Inc.CPAY106,345 shares · 0.5% of their software · price +$2.8M$32.8MNew · +$30.1M
- InterDigital, Inc.IDCC306,492 shares · 0.5% of their software · price −$638K$32.6M—
- PalantirPLTR1,270,699 shares · 0.4% of their software · price +$7.4M$29.2M—
- Grab Holdings LimitedGRAB9,295,391 shares · 0.4% of their software · price −$2.1M$29.2M—
- SS&CSSNC446,877 shares · 0.4% of their software · price +$1.5M$28.8M—
- VeriSign, Inc.VRSN133,395 shares · 0.4% of their software · price −$2.2M$25.3M—
- ZscalerZS127,901 shares · 0.4% of their software · price −$3.7M$24.6M—
- DatadogDDOG174,618 shares · 0.3% of their software$21.6M—
- GoDaddyGDDY168,801 shares · 0.3% of their software · price +$2.1M$20.0M+$17.8M
- WixWIX138,067 shares · 0.3% of their software · price +$2.0M$19.0M—
- PTCPTC97,655 shares · 0.3% of their software · price +$1.4M$18.5M—
- Full Truck Alliance Co. Ltd.YMM2,456,695 shares · 0.3% of their software · price +$639K$17.9M—
- DynatraceDT372,113 shares · 0.3% of their software · price −$3.1M$17.3M—
- ShopifySHOP187,633 shares · 0.2% of their software$14.5M—
- GuidewireGWRE111,472 shares · 0.2% of their software · price +$855K$13.0M—
- Remitly Global, Inc.RELY582,000 shares · 0.2% of their software · price +$768K$12.1M—
- monday.comMNDY46,905 shares · 0.2% of their software · price +$1.8M$10.6M+$2.4M
- The Trade DeskTTD116,834 shares · 0.2% of their software · price +$1.8M$10.2M—
- AtlassianTEAM45,478 shares · 0.1% of their software · price −$1.9M$8.9M—
- CourseraCOUR611,747 shares · 0.1% of their software · price −$3.3M$8.6M—
- MongoDBMDB23,587 shares · 0.1% of their software · price −$1.2M$8.5M—
- OktaOKTA73,294 shares · 0.1% of their software · price +$1.0M$7.7M—
- Q2QTWO140,432 shares · 0.1% of their software · price +$1.3M$7.4MFlat
- CloudflareNET70,770 shares · 0.1% of their software · price +$960K$6.9M+$5.9M
- Joint Stock Company Kaspi.kzKSPI52,700 shares · 0.1% of their software$6.6MNew · +$6.8M
- TwilioTWLO107,251 shares · 0.1% of their software · price −$1.6M$6.6M+$8.0M
- nCinoNCNO175,000 shares · 0.1% of their software · price +$656K$6.5MFlat
- BlackLineBL95,000 shares · 0.1% of their software$6.1MFlat
- AppLovinAPP76,340 shares · 0.1% of their software · price +$2.2M$5.3M—
- UiPathPATH223,873 shares · 0.1% of their software$5.1M—
- QualysQLYS30,024 shares · 0.1% of their software · price −$883K$5.0M—
- ToastTOST170,525 shares · 0.1% of their software · price +$1.1M$4.2M—
- CoStarCSGP43,277 shares · 0.1% of their software$4.2M—
- Endava plcDAVA103,400 shares · 0.1% of their software · price −$4.1M$3.9M—
- NutanixNTNX60,944 shares · 0.1% of their software · price +$855K$3.8MNew · +$2.9M
- TrimbleTRMB55,335 shares · 0.1% of their software · price +$618K$3.6M—
- AppFolioAPPF13,820 shares · 0.1% of their software · price +$1.0M$3.4M—
- SnowflakeSNOW18,747 shares · 0.0% of their software · price −$701K$3.0M—
- FactSetFDS5,507 shares · 0.0% of their software$2.5M—
- Gen DigitalGEN107,781 shares · 0.0% of their software$2.4M—
- Bentley SystemsBSY28,261 shares · 0.0% of their software$1.5M—
- Tyler TechnologiesTYL3,462 shares · 0.0% of their software$1.5M—
- CommvaultCVLT14,261 shares · 0.0% of their software$1.4M—
- NetScout Systems, Inc.NTCT62,713 shares · 0.0% of their software$1.4M—
- PaycomPAYC6,302 shares · 0.0% of their software$1.3M—
- DuolingoDUOL4,251 shares · 0.0% of their software$938K—
- Sportradar Group AGSRAD55,573 shares · 0.0% of their software$647KNew · +$614K
- CCC Intelligent Solutions Holdings Inc.CCC44,580 shares · 0.0% of their software$533K—
- ProcorePCOR6,417 shares · 0.0% of their software$527KNew · Flat
- LiveRamp Holdings, Inc.RAMP14,745 shares · 0.0% of their software$509K—
- Adeia Inc.ADEA40,711 shares · 0.0% of their software$445K—
- TeradataTDC11,258 shares · 0.0% of their software$435KFlat
- ProgressPRGS7,919 shares · 0.0% of their software$422K—
- PaylocityPCTY2,123 shares · 0.0% of their software$365K—
- JFrogFROG7,034 shares · 0.0% of their software$311K—
- Radware Ltd.RDWR14,139 shares · 0.0% of their software$265KFlat
- BILLBILL3,544 shares · 0.0% of their software$244K—
- Global-EGLBE5,734 shares · 0.0% of their software$208KFlat
- SprinklrCXM13,212 shares · 0.0% of their software$162KNew · Flat
- Kingsoft Cloud Holdings LimitedKC50,152 shares · 0.0% of their software$152KNew · Flat
- YextYEXT15,568 shares · 0.0% of their software$94KFlat