Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2024 · compared with Q1 2024
- Software
- $6.3B
- Weight of 13F
- 13.7%
- Names
- 96
- Net bought
- −$410M
Filed 23 July 2024 · SEC filing.
910 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
- MicrosoftMSFT6,043,313 shares · 42.6% of their software · price +$159M$2.7B−$52.7M
- Check PointCHKP1,659,695 shares · 4.3% of their software · price +$1.6M$274M−$27.1M
- IntuitINTU403,255 shares · 4.2% of their software · price +$2.9M$265M+$33.4M
- SalesforceCRM972,887 shares · 3.9% of their software · price −$42.9M$250M+$21.7M
- CadenceCDNS685,072 shares · 3.3% of their software · price −$2.4M$211M+$54.3M
- Fiserv, Inc.FISV1,331,688 shares · 3.1% of their software · price −$14.4M$198MFlat
- FortinetFTNT3,094,203 shares · 2.9% of their software · price −$24.9M$186M+$17.9M
- AdobeADBE328,606 shares · 2.9% of their software · price +$16.7M$183M−$39.7M
- CrowdStrikeCRWD353,123 shares · 2.1% of their software · price +$22.1M$135M+$15.0M
- ServiceNowNOW161,386 shares · 2.0% of their software · price +$3.9M$127M+$13.2M
- OracleORCL840,434 shares · 1.9% of their software · price +$13.1M$119M−$40.2M
- NetApp, Inc.NTAP890,437 shares · 1.8% of their software · price +$21.2M$115M+$14.6M
- Roper Technologies, Inc.ROP173,839 shares · 1.5% of their software$98.0M−$22.3M
- HubSpotHUBS114,741 shares · 1.1% of their software · price −$4.2M$67.7M+$7.5M
- Block, Inc.XYZ1,023,320 shares · 1.0% of their software · price −$20.6M$66.0M+$34.0M
- DocuSignDOCU1,210,530 shares · 1.0% of their software · price −$7.3M$64.8M+$11.2M
- ZoomZM1,090,096 shares · 1.0% of their software · price −$6.7M$64.5M+$33.1M
- WorkdayWDAY281,014 shares · 1.0% of their software · price −$13.8M$62.8M+$12.6M
- AutodeskADSK234,601 shares · 0.9% of their software · price −$3.0M$58.1M−$9.9M
- Uber Technologies, Inc.UBER773,806 shares · 0.9% of their software · price −$3.3M$56.2M−$30.2M
- Palo Alto NetworksPANW165,665 shares · 0.9% of their software · price +$9.1M$56.2M−$30.6M
- Amdocs LimitedDOX661,681 shares · 0.8% of their software · price −$7.6M$52.2M−$5.0M
- DatadogDDOG401,556 shares · 0.8% of their software · price +$2.4M$52.1M+$28.0M
- PagSeguro Digital Ltd.PAGS4,333,720 shares · 0.8% of their software · price −$11.2M$50.7M+$16.9M
- DropboxDBX2,221,259 shares · 0.8% of their software · price −$4.1M$49.9M−$2.9M
- GoDaddyGDDY311,042 shares · 0.7% of their software · price +$6.5M$43.5M+$16.9M
- Fair IsaacFICO27,517 shares · 0.6% of their software · price +$6.6M$41.0M−$40.8M
- SynopsysSNPS67,771 shares · 0.6% of their software · price +$1.6M$40.3M−$108M
- SS&CSSNC622,012 shares · 0.6% of their software · price −$1.1M$39.0M+$11.3M
- Automatic Data Processing, Inc.ADP150,693 shares · 0.6% of their software · price −$1.7M$36.0M−$2.2M
- F5, Inc.FFIV185,767 shares · 0.5% of their software · price −$3.2M$32.0M−$23.6M
- Manhattan AssociatesMANH127,499 shares · 0.5% of their software$31.5M−$1.6M
- VeriskVRSK112,552 shares · 0.5% of their software · price +$3.8M$30.3M−$33.3M
- PTCPTC164,152 shares · 0.5% of their software · price −$1.2M$29.8M+$12.6M
- VeevaVEEV160,284 shares · 0.5% of their software · price −$7.8M$29.3M−$49.8M
- Full Truck Alliance Co. Ltd.YMM3,347,137 shares · 0.4% of their software · price +$2.6M$26.9M+$6.5M
- Grab Holdings LimitedGRAB6,917,892 shares · 0.4% of their software · price +$2.8M$24.6M−$7.5M
- Corpay, Inc.CPAY86,896 shares · 0.4% of their software · price −$3.7M$23.1M−$6.0M
- VeriSign, Inc.VRSN129,149 shares · 0.4% of their software · price −$1.5M$23.0M−$805K
- CoStarCSGP306,470 shares · 0.4% of their software · price −$6.9M$22.7M+$25.4M
- InterDigital, Inc.IDCC166,646 shares · 0.3% of their software · price +$1.7M$19.4M−$14.9M
- ZscalerZS88,905 shares · 0.3% of their software$17.1M−$7.5M
- PalantirPLTR648,598 shares · 0.3% of their software · price +$1.5M$16.4M−$14.3M
- WixWIX102,725 shares · 0.3% of their software · price +$2.2M$16.3M−$4.9M
- BroadridgeBR80,336 shares · 0.2% of their software · price −$631K$15.8M−$44.4M
- TwilioTWLO244,020 shares · 0.2% of their software · price −$1.1M$13.9M+$8.4M
- ShopifySHOP207,633 shares · 0.2% of their software · price −$2.3M$13.7M+$1.5M
- GuidewireGWRE98,374 shares · 0.2% of their software · price +$2.1M$13.6M−$1.5M
- AppLovinAPP161,973 shares · 0.2% of their software · price +$2.3M$13.5M+$5.9M
- StoneCo Ltd.STNE953,823 shares · 0.2% of their software · price −$4.4M$11.4M−$21.3M
- OktaOKTA119,454 shares · 0.2% of their software · price −$1.3M$11.2M+$4.8M
- The Trade DeskTTD111,385 shares · 0.2% of their software · price +$1.1M$10.9MFlat
- AkamaiAKAM116,975 shares · 0.2% of their software · price −$2.2M$10.5M−$80.1M
- Q2QTWO170,355 shares · 0.2% of their software · price +$1.3M$10.3M+$1.6M
- Paychex, Inc.PAYX70,256 shares · 0.1% of their software$8.3M−$72.4M
- monday.comMNDY34,376 shares · 0.1% of their software · price +$512K$8.3M−$2.8M
- AtlassianTEAM44,884 shares · 0.1% of their software · price −$818K$7.9MFlat
- Remitly Global, Inc.RELY609,000 shares · 0.1% of their software · price −$5.2M$7.4M+$560K
- NutanixNTNX127,701 shares · 0.1% of their software · price −$622K$7.3M+$4.1M
- nCinoNCNO225,000 shares · 0.1% of their software · price −$1.3M$7.1M+$1.9M
- Endava plcDAVA205,000 shares · 0.1% of their software · price −$1.8M$6.0M+$3.9M
- Joint Stock Company Kaspi.kzKSPI42,600 shares · 0.1% of their software$5.5M−$1.3M
- BlackLineBL110,000 shares · 0.1% of their software · price −$1.8M$5.3M+$969K
- QualysQLYS32,024 shares · 0.1% of their software · price −$777K$4.6MFlat
- SnowflakeSNOW29,213 shares · 0.1% of their software · price −$774K$3.9M+$1.7M
- ToastTOST143,510 shares · 0.1% of their software$3.7M−$673K
- AppFolioAPPF13,780 shares · 0.1% of their software$3.4MFlat
- NetScout Systems, Inc.NTCT178,254 shares · 0.1% of their software · price −$633K$3.3M+$2.5M
- MongoDBMDB12,087 shares · 0.0% of their software · price −$1.3M$3.0M−$4.1M
- Tyler TechnologiesTYL5,845 shares · 0.0% of their software$2.9M+$1.0M
- DynatraceDT62,142 shares · 0.0% of their software$2.8M−$14.4M
- TrimbleTRMB49,224 shares · 0.0% of their software$2.8MFlat
- FactSetFDS5,680 shares · 0.0% of their software$2.3MFlat
- Gen DigitalGEN88,814 shares · 0.0% of their software$2.2MFlat
- CommvaultCVLT15,542 shares · 0.0% of their software$1.9MFlat
- PaycomPAYC13,104 shares · 0.0% of their software · price −$733K$1.9M+$1.4M
- Clear Secure, Inc.YOU89,391 shares · 0.0% of their software$1.7MNew · +$1.9M
- CloudflareNET15,068 shares · 0.0% of their software$1.2M−$5.4M
- PaylocityPCTY8,289 shares · 0.0% of their software$1.1M+$1.1M
- ACI WorldwideACIW24,226 shares · 0.0% of their software$959KNew · +$805K
- Bentley SystemsBSY17,551 shares · 0.0% of their software$866K−$559K
- DuolingoDUOL4,013 shares · 0.0% of their software$837KFlat
- ProcorePCOR11,944 shares · 0.0% of their software$792KFlat
- UiPathPATH59,193 shares · 0.0% of their software · price −$591K$751K−$3.7M
- LiveRamp Holdings, Inc.RAMP14,745 shares · 0.0% of their software$456KFlat
- TeradataTDC11,258 shares · 0.0% of their software$389KFlat
- Radware Ltd.RDWR21,181 shares · 0.0% of their software$386KFlat
- Adeia Inc.ADEA33,086 shares · 0.0% of their software$370KFlat
- ProgressPRGS6,294 shares · 0.0% of their software$342KFlat
- Yalla Group LimitedYALA72,521 shares · 0.0% of their software$330KNew · Flat
- BILLBILL4,364 shares · 0.0% of their software$230KFlat
- Global-EGLBE6,266 shares · 0.0% of their software$227KFlat
- CCC Intelligent Solutions Holdings Inc.CCC15,850 shares · 0.0% of their software$176KFlat
- A10 Networks, Inc.ATEN11,009 shares · 0.0% of their software$152KNew · Flat
- Kingsoft Cloud Holdings LimitedKC50,152 shares · 0.0% of their software$126KFlat
- YextYEXT15,568 shares · 0.0% of their software$83KFlat