Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2024 · compared with Q3 2024
- Software
- $7.2B
- Weight of 13F
- 13.6%
- Names
- 100
- Net bought
- +$345M
Filed 23 January 2025 · SEC filing.
892 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
- MicrosoftMSFT5,768,079 shares · 33.9% of their software · price −$50.8M$2.4B−$58.8M
- SalesforceCRM916,713 shares · 4.3% of their software · price +$55.6M$306M−$16.1M
- Check PointCHKP1,640,680 shares · 4.3% of their software · price −$10.0M$306M−$37.8M
- FortinetFTNT3,135,965 shares · 4.1% of their software · price +$53.1M$296M−$20.8M
- OracleORCL1,648,040 shares · 3.8% of their software · price −$6.2M$275M+$143M
- Fiserv, Inc.FISV1,240,855 shares · 3.6% of their software · price +$32.0M$255M−$15.0M
- AdobeADBE494,915 shares · 3.1% of their software · price −$36.2M$220M+$44.4M
- IntuitINTU337,723 shares · 3.0% of their software · price +$2.5M$212M−$42.7M
- ServiceNowNOW195,933 shares · 2.9% of their software · price +$32.5M$208M+$20.2M
- Uber Technologies, Inc.UBER2,705,565 shares · 2.3% of their software · price −$40.2M$163M+$135M
- CadenceCDNS529,287 shares · 2.2% of their software · price +$15.6M$159M+$57.0M
- NetApp, Inc.NTAP1,346,212 shares · 2.2% of their software · price −$10.0M$156M+$14.0M
- ZoomZM1,253,061 shares · 1.4% of their software · price +$14.9M$102MFlat
- TwilioTWLO857,523 shares · 1.3% of their software · price +$36.8M$92.7M−$1.1M
- WorkdayWDAY350,238 shares · 1.3% of their software · price +$4.8M$90.4M+$12.5M
- AutodeskADSK300,135 shares · 1.2% of their software · price +$6.0M$88.7M+$16.8M
- Automatic Data Processing, Inc.ADP279,327 shares · 1.1% of their software · price +$4.5M$81.8M+$3.9M
- PalantirPLTR1,078,078 shares · 1.1% of their software · price +$41.4M$81.5M+$6.6M
- Roper Technologies, Inc.ROP153,229 shares · 1.1% of their software · price −$5.6M$79.7MFlat
- AppLovinAPP242,297 shares · 1.1% of their software · price +$46.8M$78.5M−$3.1M
- SS&CSSNC984,935 shares · 1.0% of their software · price +$1.5M$74.6M+$6.5M
- HubSpotHUBS106,982 shares · 1.0% of their software · price +$17.7M$74.5M−$3.4M
- VeevaVEEV335,397 shares · 1.0% of their software$70.5M+$38.1M
- DocuSignDOCU768,177 shares · 1.0% of their software · price +$21.4M$69.1M−$32.8M
- F5, Inc.FFIV266,443 shares · 0.9% of their software · price +$8.3M$67.0M+$13.6M
- DropboxDBX2,170,406 shares · 0.9% of their software · price +$10.0M$65.2M−$4.7M
- DatadogDDOG443,249 shares · 0.9% of their software · price +$12.3M$63.3M−$19.0M
- GoDaddyGDDY309,813 shares · 0.9% of their software · price +$12.6M$61.1M−$7.4M
- Fair IsaacFICO29,444 shares · 0.8% of their software · price +$1.4M$58.6M+$11.8M
- Palo Alto NetworksPANW274,576 shares · 0.7% of their software · price −$43.9M$50.0M+$42.9M
- Amdocs LimitedDOX520,709 shares · 0.6% of their software · price −$1.2M$44.3M−$754K
- Manhattan AssociatesMANH150,009 shares · 0.6% of their software · price −$1.7M$40.5M−$3.0M
- PagSeguro Digital Ltd.PAGS6,353,087 shares · 0.6% of their software · price −$14.9M$39.8M+$7.5M
- Block, Inc.XYZ448,299 shares · 0.5% of their software · price +$8.0M$38.1M−$19.0M
- Full Truck Alliance Co. Ltd.YMM3,457,258 shares · 0.5% of their software · price +$6.3M$37.4M−$2.2M
- Tyler TechnologiesTYL60,130 shares · 0.5% of their software$34.7M+$10.3M
- VeriskVRSK119,408 shares · 0.5% of their software · price +$892K$32.9M+$2.6M
- InterDigital, Inc.IDCC163,351 shares · 0.4% of their software · price +$8.5M$31.6M−$7.3M
- OktaOKTA380,397 shares · 0.4% of their software · price +$1.7M$30.0M−$1.2M
- PTCPTC154,047 shares · 0.4% of their software$28.3M−$2.3M
- VeriSign, Inc.VRSN131,625 shares · 0.4% of their software · price +$2.2M$27.2MFlat
- WixWIX113,383 shares · 0.3% of their software · price +$5.4M$24.3M−$540K
- SynopsysSNPS48,278 shares · 0.3% of their software · price −$1.0M$23.4M−$8.0M
- GuidewireGWRE134,266 shares · 0.3% of their software · price −$1.9M$22.6M+$16.2M
- ShopifySHOP210,668 shares · 0.3% of their software · price +$5.5M$22.4MFlat
- Grab Holdings LimitedGRAB3,982,353 shares · 0.3% of their software · price +$3.7M$18.8MFlat
- Corpay, Inc.CPAY53,029 shares · 0.3% of their software · price +$1.4M$17.9M−$7.4M
- CrowdStrikeCRWD50,605 shares · 0.2% of their software · price +$3.1M$17.3M+$3.1M
- Strategy IncMSTR58,629 shares · 0.2% of their software · price +$7.1M$17.0MNew · +$9.9M
- DynatraceDT267,816 shares · 0.2% of their software$14.6M+$11.0M
- The Trade DeskTTD121,609 shares · 0.2% of their software · price +$958K$14.3M+$1.1M
- ToastTOST383,275 shares · 0.2% of their software · price +$3.1M$14.0M+$4.0M
- Remitly Global, Inc.RELY606,500 shares · 0.2% of their software · price +$5.6M$13.7M+$659K
- monday.comMNDY57,533 shares · 0.2% of their software · price −$2.4M$13.5M+$5.8M
- BroadridgeBR58,375 shares · 0.2% of their software · price +$646K$13.2M−$3.4M
- Q2QTWO130,251 shares · 0.2% of their software · price +$2.7M$13.1M−$806K
- BlackLineBL210,000 shares · 0.2% of their software · price +$1.2M$12.8MFlat
- AtlassianTEAM50,661 shares · 0.2% of their software · price +$4.3M$12.3M+$707K
- nCinoNCNO350,000 shares · 0.2% of their software · price +$697K$11.8M−$1.1M
- TeradataTDC348,127 shares · 0.2% of their software$10.8M+$4.9M
- NutanixNTNX146,261 shares · 0.1% of their software$8.9M+$1.7M
- Paychex, Inc.PAYX62,631 shares · 0.1% of their software$8.8MFlat
- CommvaultCVLT57,089 shares · 0.1% of their software$8.6M+$6.6M
- CoStarCSGP119,458 shares · 0.1% of their software$8.6M−$648K
- StoneCo Ltd.STNE987,298 shares · 0.1% of their software · price −$3.2M$7.9M+$539K
- QualysQLYS52,024 shares · 0.1% of their software · price +$612K$7.3M+$2.6M
- NetScout Systems, Inc.NTCT323,698 shares · 0.1% of their software$7.0MFlat
- Gen DigitalGEN243,205 shares · 0.1% of their software$6.7M+$1.5M
- Endava plcDAVA204,300 shares · 0.1% of their software · price +$1.1M$6.3M+$639K
- TrimbleTRMB87,953 shares · 0.1% of their software · price +$754K$6.2M+$2.7M
- AkamaiAKAM58,273 shares · 0.1% of their software$5.6M−$3.6M
- Joint Stock Company Kaspi.kzKSPI56,800 shares · 0.1% of their software · price −$641K$5.4M+$1.9M
- ACI WorldwideACIW102,144 shares · 0.1% of their software$5.3M+$2.0M
- SnowflakeSNOW33,410 shares · 0.1% of their software · price +$1.3M$5.2M−$637K
- ZscalerZS24,707 shares · 0.1% of their software$4.5M−$602K
- MongoDBMDB17,179 shares · 0.1% of their software · price −$645K$4.0M+$1.4M
- Clearwater AnalyticsCWAN124,889 shares · 0.0% of their software$3.4MNew
- AppFolioAPPF13,089 shares · 0.0% of their software$3.2MFlat
- Radware Ltd.RDWR126,216 shares · 0.0% of their software$2.8M+$1.6M
- PaycomPAYC12,597 shares · 0.0% of their software$2.6MFlat
- Global-EGLBE41,768 shares · 0.0% of their software · price +$672K$2.3M+$1.3M
- LiveRamp Holdings, Inc.RAMP70,486 shares · 0.0% of their software$2.1MFlat
- DuolingoDUOL5,562 shares · 0.0% of their software$1.8MNew · +$1.6M
- Clear Secure, Inc.YOU62,282 shares · 0.0% of their software$1.7MFlat
- ProcorePCOR16,731 shares · 0.0% of their software$1.3MFlat
- Payoneer Global Inc.PAYO122,809 shares · 0.0% of their software$1.2MNew · +$925K
- CloudflareNET10,114 shares · 0.0% of their software$1.1MFlat
- BoxBOX31,049 shares · 0.0% of their software$981KNew · +$1.0M
- DoubleVerifyDV49,113 shares · 0.0% of their software$943KFlat
- Adeia Inc.ADEA57,030 shares · 0.0% of their software$797KFlat
- Yalla Group LimitedYALA168,065 shares · 0.0% of their software$682KFlat
- FactSetFDS1,209 shares · 0.0% of their software$581K−$2.0M
- Bentley SystemsBSY11,950 shares · 0.0% of their software$558KFlat
- OneSpan Inc.OSPN29,149 shares · 0.0% of their software$540KNew · Flat
- SamsaraIOT9,651 shares · 0.0% of their software$422KNew · Flat
- Sportradar Group AGSRAD23,940 shares · 0.0% of their software$415KNew · Flat
- ProgressPRGS6,248 shares · 0.0% of their software$407KFlat
- Zeta GlobalZETA17,079 shares · 0.0% of their software$307KNew · +$509K
- A10 Networks, Inc.ATEN13,699 shares · 0.0% of their software$252KFlat
- RingCentralRNG6,313 shares · 0.0% of their software$221KFlat