Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2025 · compared with Q4 2024
- Software
- $6.5B
- Weight of 13F
- 12.7%
- Names
- 100
- Net bought
- −$232M
Filed 23 April 2025 · SEC filing.
894 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
- MicrosoftMSFT5,805,818 shares · 33.4% of their software · price −$268M$2.2BFlat
- SalesforceCRM1,476,593 shares · 6.1% of their software · price −$97.4M$396M+$187M
- Check PointCHKP1,687,393 shares · 5.9% of their software · price +$69.6M$385M+$8.7M
- FortinetFTNT2,678,403 shares · 4.0% of their software · price +$4.8M$258M−$43.2M
- Fiserv, Inc.FISV1,043,077 shares · 3.5% of their software · price +$16.1M$230M−$40.6M
- AdobeADBE493,014 shares · 2.9% of their software · price −$30.1M$189MFlat
- Uber Technologies, Inc.UBER2,354,842 shares · 2.6% of their software · price +$29.5M$172M−$21.2M
- F5, Inc.FFIV560,493 shares · 2.3% of their software · price +$8.3M$149M+$73.9M
- ServiceNowNOW182,421 shares · 2.2% of their software · price −$48.2M$145M−$14.3M
- PalantirPLTR1,422,468 shares · 1.8% of their software · price +$12.5M$120M+$26.0M
- IntuitINTU176,986 shares · 1.7% of their software · price −$2.6M$109M−$101M
- Automatic Data Processing, Inc.ADP340,450 shares · 1.6% of their software · price +$4.4M$104M+$17.9M
- AutodeskADSK382,341 shares · 1.5% of their software · price −$12.9M$100M+$24.3M
- VeevaVEEV427,565 shares · 1.5% of their software · price +$9.1M$99.0M+$19.4M
- ZoomZM1,306,700 shares · 1.5% of their software · price −$10.2M$96.4M+$4.4M
- TwilioTWLO897,041 shares · 1.3% of their software · price −$9.1M$87.8M+$4.3M
- Roper Technologies, Inc.ROP146,698 shares · 1.3% of their software · price +$10.2M$86.5M−$3.4M
- VeriSign, Inc.VRSN329,027 shares · 1.3% of their software · price +$15.4M$83.5M+$40.9M
- WorkdayWDAY354,398 shares · 1.3% of their software · price −$8.7M$82.8M+$1.1M
- SS&CSSNC953,026 shares · 1.2% of their software · price +$7.4M$79.6M−$2.4M
- OracleORCL540,147 shares · 1.2% of their software · price −$14.5M$75.5M−$185M
- Palo Alto NetworksPANW437,231 shares · 1.1% of their software · price −$4.9M$74.6M+$29.6M
- DropboxDBX2,148,832 shares · 0.9% of their software · price −$7.2M$57.4MFlat
- GoDaddyGDDY312,515 shares · 0.9% of their software · price −$5.4M$56.3MFlat
- HubSpotHUBS96,882 shares · 0.8% of their software · price −$12.2M$55.3M−$7.0M
- SnowflakeSNOW358,566 shares · 0.8% of their software · price −$3.0M$52.4M+$50.2M
- Amdocs LimitedDOX525,068 shares · 0.7% of their software · price +$3.3M$48.0MFlat
- Fair IsaacFICO24,159 shares · 0.7% of their software · price −$3.5M$44.6M−$10.5M
- NetApp, Inc.NTAP501,278 shares · 0.7% of their software · price −$14.2M$44.0M−$98.1M
- DynatraceDT897,442 shares · 0.6% of their software · price −$6.5M$42.3M+$34.2M
- Full Truck Alliance Co. Ltd.YMM3,258,225 shares · 0.6% of their software · price +$6.4M$41.6M−$2.2M
- DocuSignDOCU490,720 shares · 0.6% of their software · price −$4.2M$39.9M−$25.0M
- AppLovinAPP147,910 shares · 0.6% of their software · price −$8.7M$39.2M−$30.6M
- PagSeguro Digital Ltd.PAGS4,980,740 shares · 0.6% of their software · price +$6.8M$38.0M−$8.6M
- VeriskVRSK113,321 shares · 0.5% of their software · price +$2.5M$33.7M−$1.7M
- InterDigital, Inc.IDCC157,031 shares · 0.5% of their software · price +$2.0M$32.5M−$1.2M
- Tyler TechnologiesTYL55,123 shares · 0.5% of their software$32.0M−$2.9M
- OktaOKTA299,562 shares · 0.5% of their software · price +$7.9M$31.5M−$6.4M
- DatadogDDOG277,747 shares · 0.4% of their software · price −$12.1M$27.6M−$23.6M
- PTCPTC163,711 shares · 0.4% of their software · price −$4.7M$25.4M+$1.8M
- GuidewireGWRE132,935 shares · 0.4% of their software · price +$2.5M$24.9MFlat
- Block, Inc.XYZ422,671 shares · 0.4% of their software · price −$13.0M$23.0M−$2.2M
- WixWIX138,949 shares · 0.3% of their software · price −$7.1M$22.7M+$5.5M
- Paychex, Inc.PAYX136,876 shares · 0.3% of their software · price +$1.9M$21.1M+$10.4M
- Strategy IncMSTR71,506 shares · 0.3% of their software$20.6M+$3.7M
- NutanixNTNX278,085 shares · 0.3% of their software · price +$2.4M$19.4M+$8.1M
- SynopsysSNPS44,645 shares · 0.3% of their software · price −$2.5M$19.1M−$1.8M
- Grab Holdings LimitedGRAB4,091,967 shares · 0.3% of their software · price −$777K$18.5M+$517K
- ShopifySHOP189,412 shares · 0.3% of their software · price −$2.1M$18.1M−$2.3M
- Corpay, Inc.CPAY45,201 shares · 0.2% of their software$15.8M−$2.6M
- ToastTOST459,172 shares · 0.2% of their software · price −$1.5M$15.2M+$2.8M
- Gen DigitalGEN564,391 shares · 0.2% of their software$15.0M+$8.8M
- CrowdStrikeCRWD42,206 shares · 0.2% of their software$14.9M−$2.9M
- BroadridgeBR59,771 shares · 0.2% of their software · price +$978K$14.5MFlat
- nCinoNCNO485,000 shares · 0.2% of their software · price −$3.0M$13.3M+$4.5M
- ZscalerZS61,961 shares · 0.2% of their software · price +$1.1M$12.3M+$6.7M
- CadenceCDNS44,616 shares · 0.2% of their software · price −$2.1M$11.3M−$146M
- Q2QTWO140,251 shares · 0.2% of their software · price −$2.9M$11.2M+$1.0M
- AtlassianTEAM51,956 shares · 0.2% of their software · price −$1.6M$11.0MFlat
- NetScout Systems, Inc.NTCT499,592 shares · 0.2% of their software$10.5M+$3.8M
- TeradataTDC414,467 shares · 0.1% of their software · price −$3.6M$9.3M+$2.1M
- CommvaultCVLT58,355 shares · 0.1% of their software$9.2MFlat
- StoneCo Ltd.STNE816,000 shares · 0.1% of their software · price +$2.0M$8.6M−$1.4M
- Manhattan AssociatesMANH47,582 shares · 0.1% of their software · price −$4.6M$8.2M−$27.7M
- CoStarCSGP93,955 shares · 0.1% of their software · price +$718K$7.4M−$1.8M
- TrimbleTRMB104,161 shares · 0.1% of their software · price −$522K$6.8M+$1.1M
- BlackLineBL135,000 shares · 0.1% of their software · price −$1.7M$6.5M−$4.6M
- PaycomPAYC28,954 shares · 0.1% of their software$6.3M+$3.4M
- DoximityDOCS103,723 shares · 0.1% of their software$6.0MNew · +$5.5M
- monday.comMNDY24,526 shares · 0.1% of their software$6.0M−$7.8M
- QualysQLYS46,902 shares · 0.1% of their software · price −$670K$5.9M−$718K
- ACI WorldwideACIW100,671 shares · 0.1% of their software$5.5MFlat
- Joint Stock Company Kaspi.kzKSPI56,800 shares · 0.1% of their software$5.3MFlat
- AkamaiAKAM58,256 shares · 0.1% of their software · price −$883K$4.7MFlat
- Global-EGLBE126,313 shares · 0.1% of their software · price −$2.4M$4.5M+$4.6M
- Endava plcDAVA229,300 shares · 0.1% of their software · price −$2.6M$4.5M+$773K
- Cellebrite DI Ltd.CLBT197,554 shares · 0.1% of their software · price −$514K$3.8MNew · +$4.4M
- LiveRamp Holdings, Inc.RAMP132,029 shares · 0.1% of their software · price −$558K$3.5M+$1.9M
- MongoDBMDB19,449 shares · 0.1% of their software · price −$1.1M$3.4M+$528K
- Clearwater AnalyticsCWAN124,889 shares · 0.1% of their software$3.3MFlat
- Radware Ltd.RDWR151,897 shares · 0.1% of their software$3.3M+$579K
- Remitly Global, Inc.RELY108,326 shares · 0.0% of their software$2.3M−$11.2M
- DuolingoDUOL6,440 shares · 0.0% of their software$2.0MFlat
- The Trade DeskTTD35,384 shares · 0.0% of their software · price −$2.2M$1.9M−$10.1M
- ProcorePCOR26,099 shares · 0.0% of their software$1.7M+$702K
- Clear Secure, Inc.YOU62,763 shares · 0.0% of their software$1.6MFlat
- FactSetFDS3,135 shares · 0.0% of their software$1.4M+$925K
- Yalla Group LimitedYALA190,606 shares · 0.0% of their software$995KFlat
- BoxBOX31,049 shares · 0.0% of their software$958KFlat
- Payoneer Global Inc.PAYO122,809 shares · 0.0% of their software$898KFlat
- OneSpan Inc.OSPN58,620 shares · 0.0% of their software$894K+$546K
- ElasticESTC9,892 shares · 0.0% of their software$881KNew · +$980K
- DoubleVerifyDV49,113 shares · 0.0% of their software$657KFlat
- CloudflareNET5,038 shares · 0.0% of their software$568K−$547K
- Bentley SystemsBSY11,277 shares · 0.0% of their software$444KFlat
- A10 Networks, Inc.ATEN20,592 shares · 0.0% of their software$336KFlat
- SamsaraIOT6,700 shares · 0.0% of their software$257KFlat
- RingCentralRNG9,924 shares · 0.0% of their software$246KFlat
- Alarm.com Holdings, Inc.ALRM4,329 shares · 0.0% of their software$241KNew · Flat
- AppFolioAPPF1,073 shares · 0.0% of their software$236K−$3.0M