Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2024 · compared with Q2 2024
- Software
- $6.5B
- Weight of 13F
- 13.1%
- Names
- 93
- Net bought
- +$7.3M
Filed 29 October 2024 · SEC filing.
899 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
- MicrosoftMSFT5,904,737 shares · 38.9% of their software · price −$98.3M$2.5B−$61.9M
- Check PointCHKP1,836,799 shares · 5.4% of their software · price +$51.1M$354M+$29.2M
- SalesforceCRM975,712 shares · 4.1% of their software · price +$16.2M$267MFlat
- FortinetFTNT3,403,975 shares · 4.0% of their software · price +$58.8M$264M+$18.7M
- IntuitINTU406,437 shares · 3.9% of their software · price −$14.7M$252MFlat
- Fiserv, Inc.FISV1,324,598 shares · 3.6% of their software · price +$40.5M$238MFlat
- AdobeADBE409,095 shares · 3.2% of their software · price −$15.4M$212M+$44.7M
- ServiceNowNOW173,389 shares · 2.4% of their software · price +$18.7M$155M+$9.4M
- NetApp, Inc.NTAP1,232,852 shares · 2.3% of their software · price −$6.5M$152M+$44.1M
- OracleORCL806,549 shares · 2.1% of their software · price +$23.6M$137M−$4.8M
- ZoomZM1,257,714 shares · 1.3% of their software · price +$13.3M$87.7M+$9.9M
- CadenceCDNS318,938 shares · 1.3% of their software · price −$11.7M$86.4M−$113M
- Roper Technologies, Inc.ROP154,392 shares · 1.3% of their software · price −$1.1M$85.9M−$11.0M
- DocuSignDOCU1,296,517 shares · 1.2% of their software · price +$11.1M$80.5M+$4.6M
- Automatic Data Processing, Inc.ADP265,166 shares · 1.1% of their software · price +$10.1M$73.4M+$27.3M
- WorkdayWDAY299,023 shares · 1.1% of their software · price +$6.2M$73.1M+$4.0M
- DatadogDDOG608,252 shares · 1.1% of their software · price −$8.9M$70.0M+$26.8M
- Uber Technologies, Inc.UBER905,513 shares · 1.0% of their software · price +$2.2M$68.1M+$9.6M
- SS&CSSNC897,198 shares · 1.0% of their software · price +$10.4M$66.6M+$17.2M
- AutodeskADSK239,172 shares · 1.0% of their software · price +$6.7M$65.9M+$1.1M
- HubSpotHUBS113,363 shares · 0.9% of their software · price −$6.6M$60.3M−$813K
- DropboxDBX2,355,762 shares · 0.9% of their software · price +$7.0M$59.9M+$3.0M
- TwilioTWLO874,647 shares · 0.9% of their software · price +$7.4M$57.0M+$35.8M
- GoDaddyGDDY357,175 shares · 0.9% of their software · price +$6.1M$56.0M+$6.4M
- Palo Alto NetworksPANW149,007 shares · 0.8% of their software$50.9M−$5.6M
- Block, Inc.XYZ731,337 shares · 0.8% of their software · price +$1.9M$49.1M−$18.8M
- PagSeguro Digital Ltd.PAGS5,478,310 shares · 0.7% of their software · price −$16.9M$47.2M+$13.4M
- Amdocs LimitedDOX529,324 shares · 0.7% of their software · price +$4.5M$46.3M−$10.4M
- Fair IsaacFICO23,361 shares · 0.7% of their software · price +$10.6M$45.4M−$6.2M
- Manhattan AssociatesMANH160,740 shares · 0.7% of their software · price +$5.6M$45.2M+$8.2M
- F5, Inc.FFIV204,506 shares · 0.7% of their software · price +$9.8M$45.0M+$3.2M
- AppLovinAPP266,071 shares · 0.5% of their software · price +$12.6M$34.7M+$8.7M
- PalantirPLTR901,428 shares · 0.5% of their software · price +$10.7M$33.5M+$6.4M
- Full Truck Alliance Co. Ltd.YMM3,701,028 shares · 0.5% of their software · price +$3.6M$33.3M+$2.8M
- SynopsysSNPS64,097 shares · 0.5% of their software · price −$5.7M$32.5M−$2.2M
- VeevaVEEV153,904 shares · 0.5% of their software · price +$4.1M$32.3M−$1.2M
- InterDigital, Inc.IDCC214,783 shares · 0.5% of their software · price +$5.4M$30.4M+$5.6M
- PTCPTC166,764 shares · 0.5% of their software$30.1MFlat
- OktaOKTA396,538 shares · 0.5% of their software · price −$7.6M$29.5M+$25.9M
- VeriskVRSK109,534 shares · 0.4% of their software$29.4M−$814K
- VeriSign, Inc.VRSN132,737 shares · 0.4% of their software · price +$1.6M$25.2M+$638K
- Tyler TechnologiesTYL42,450 shares · 0.4% of their software · price +$3.4M$24.8M+$18.4M
- Corpay, Inc.CPAY76,557 shares · 0.4% of their software · price +$3.5M$23.9M−$2.8M
- WixWIX116,616 shares · 0.3% of their software · price +$945K$19.5M+$2.2M
- ShopifySHOP210,668 shares · 0.3% of their software · price +$3.0M$16.9MFlat
- BroadridgeBR74,373 shares · 0.2% of their software · price +$1.3M$16.0M−$1.2M
- Grab Holdings LimitedGRAB3,973,989 shares · 0.2% of their software · price +$993K$15.1M−$10.5M
- The Trade DeskTTD111,636 shares · 0.2% of their software · price +$1.3M$12.2MFlat
- nCinoNCNO385,000 shares · 0.2% of their software$12.2M+$5.0M
- BlackLineBL210,000 shares · 0.2% of their software · price +$1.4M$11.6M+$4.8M
- Q2QTWO140,355 shares · 0.2% of their software · price +$2.7M$11.2M−$1.8M
- CrowdStrikeCRWD39,548 shares · 0.2% of their software · price −$4.1M$11.1M−$120M
- StoneCo Ltd.STNE939,457 shares · 0.2% of their software · price −$686K$10.6MFlat
- monday.comMNDY36,572 shares · 0.2% of their software · price +$1.4M$10.2M+$529K
- CoStarCSGP128,049 shares · 0.1% of their software$9.7M−$13.2M
- AkamaiAKAM93,957 shares · 0.1% of their software · price +$1.0M$9.5M−$2.1M
- GuidewireGWRE45,962 shares · 0.1% of their software · price +$2.1M$8.4M−$7.2M
- Paychex, Inc.PAYX62,050 shares · 0.1% of their software · price +$970K$8.3M−$973K
- Remitly Global, Inc.RELY557,300 shares · 0.1% of their software · price +$708K$7.5M−$627K
- AtlassianTEAM46,211 shares · 0.1% of their software · price −$835K$7.3MFlat
- NutanixNTNX117,187 shares · 0.1% of their software$6.9M−$598K
- ToastTOST240,233 shares · 0.1% of their software · price +$610K$6.8M+$2.5M
- NetScout Systems, Inc.NTCT305,454 shares · 0.1% of their software · price +$1.1M$6.6M+$2.3M
- TeradataTDC186,170 shares · 0.1% of their software · price −$786K$5.6M+$6.0M
- Gen DigitalGEN187,584 shares · 0.1% of their software$5.1M+$2.5M
- ZscalerZS28,230 shares · 0.1% of their software · price −$600K$4.8M−$11.7M
- Endava plcDAVA179,300 shares · 0.1% of their software · price −$663K$4.6M−$751K
- SnowflakeSNOW38,956 shares · 0.1% of their software · price −$788K$4.5M+$1.3M
- Joint Stock Company Kaspi.kzKSPI39,150 shares · 0.1% of their software · price −$901K$4.1MFlat
- QualysQLYS32,024 shares · 0.1% of their software$4.1MFlat
- DynatraceDT61,305 shares · 0.1% of their software · price +$535K$3.3MFlat
- MongoDBMDB12,032 shares · 0.0% of their software$3.3MFlat
- ACI WorldwideACIW63,121 shares · 0.0% of their software · price +$714K$3.2M+$1.5M
- AppFolioAPPF13,089 shares · 0.0% of their software$3.1MFlat
- TrimbleTRMB43,762 shares · 0.0% of their software$2.7MFlat
- FactSetFDS5,583 shares · 0.0% of their software$2.6MFlat
- Clear Secure, Inc.YOU74,487 shares · 0.0% of their software · price +$1.1M$2.5MFlat
- PaycomPAYC13,971 shares · 0.0% of their software$2.3MFlat
- CommvaultCVLT14,446 shares · 0.0% of their software$2.2MFlat
- LiveRamp Holdings, Inc.RAMP66,911 shares · 0.0% of their software$1.7M+$1.6M
- DoubleVerifyDV78,558 shares · 0.0% of their software$1.3MNew · +$1.5M
- Radware Ltd.RDWR55,513 shares · 0.0% of their software$1.2M+$626K
- CloudflareNET15,026 shares · 0.0% of their software$1.2MFlat
- Adeia Inc.ADEA89,065 shares · 0.0% of their software$1.1M+$626K
- Bentley SystemsBSY14,691 shares · 0.0% of their software$746KFlat
- ProcorePCOR10,742 shares · 0.0% of their software$663KFlat
- Yalla Group LimitedYALA131,899 shares · 0.0% of their software$599KFlat
- ProgressPRGS6,294 shares · 0.0% of their software$424KFlat
- RingCentralRNG12,209 shares · 0.0% of their software$386KNew · Flat
- Global-EGLBE8,609 shares · 0.0% of their software$331KFlat
- A10 Networks, Inc.ATEN11,009 shares · 0.0% of their software$159KFlat
- Kingsoft Cloud Holdings LimitedKC50,152 shares · 0.0% of their software$147KFlat
- YextYEXT15,568 shares · 0.0% of their software$108KFlat