Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q2 2025 · compared with Q1 2025
- Software
- $9.3B
- Weight of 13F
- 15.1%
- Names
- 100
- Net bought
- +$1.3B
Filed 18 July 2025 · SEC filing.
856 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
- MicrosoftMSFT7,129,402 shares · 38.2% of their software · price +$870M$3.5B+$497M
- SalesforceCRM1,822,384 shares · 5.4% of their software · price +$7.9M$497M+$92.8M
- Check PointCHKP1,633,934 shares · 3.9% of their software · price −$10.9M$362M−$12.2M
- FortinetFTNT2,561,339 shares · 2.9% of their software · price +$24.2M$271M−$11.3M
- Uber Technologies, Inc.UBER2,750,496 shares · 2.8% of their software · price +$56.2M$257M+$28.8M
- VeriSign, Inc.VRSN860,068 shares · 2.7% of their software · price +$30.0M$248M+$135M
- F5, Inc.FFIV789,283 shares · 2.5% of their software · price +$22.1M$232M+$60.9M
- VeevaVEEV749,418 shares · 2.3% of their software · price +$42.2M$216M+$74.6M
- Automatic Data Processing, Inc.ADP649,511 shares · 2.2% of their software · price +$1.9M$200M+$94.4M
- IntuitINTU246,238 shares · 2.1% of their software · price +$42.8M$194M+$42.5M
- AdobeADBE483,957 shares · 2.0% of their software · price +$1.6M$187M−$3.5M
- TwilioTWLO1,418,754 shares · 1.9% of their software · price +$37.5M$176M+$51.1M
- Palo Alto NetworksPANW854,053 shares · 1.9% of their software · price +$29.0M$175M+$71.1M
- ServiceNowNOW165,041 shares · 1.8% of their software · price +$38.3M$170M−$13.8M
- ZoomZM2,137,093 shares · 1.8% of their software · price +$9.0M$167M+$61.3M
- PalantirPLTR1,092,569 shares · 1.6% of their software · price +$56.7M$149M−$27.8M
- SS&CSSNC1,787,419 shares · 1.6% of their software · price −$1.3M$148M+$69.7M
- AutodeskADSK349,561 shares · 1.2% of their software · price +$16.7M$108M−$8.6M
- CadenceCDNS350,814 shares · 1.2% of their software · price +$18.9M$108M+$77.9M
- ZscalerZS323,351 shares · 1.1% of their software · price +$37.4M$102M+$51.9M
- Fiserv, Inc.FISV586,290 shares · 1.1% of their software · price −$28.4M$101M−$101M
- WorkdayWDAY416,257 shares · 1.1% of their software · price +$2.7M$99.9M+$14.4M
- SynopsysSNPS179,624 shares · 1.0% of their software · price +$15.1M$92.1M+$57.9M
- AkamaiAKAM1,027,175 shares · 0.9% of their software · price −$760K$81.9M+$78.0M
- Roper Technologies, Inc.ROP139,970 shares · 0.9% of their software · price −$3.2M$79.3M−$4.0M
- Gen DigitalGEN2,419,895 shares · 0.8% of their software · price +$6.9M$71.1M+$49.2M
- SnowflakeSNOW310,708 shares · 0.7% of their software · price +$24.1M$69.5M−$7.0M
- OracleORCL288,798 shares · 0.7% of their software · price +$22.8M$63.1MSplit
- DropboxDBX2,003,058 shares · 0.6% of their software · price +$3.8M$57.3M−$3.9M
- Strategy IncMSTR125,650 shares · 0.5% of their software · price +$14.6M$50.8M+$15.6M
- DynatraceDT898,517 shares · 0.5% of their software · price +$7.2M$49.6MFlat
- Amdocs LimitedDOX521,244 shares · 0.5% of their software$47.6MFlat
- HubSpotHUBS81,099 shares · 0.5% of their software · price −$1.2M$45.1M−$9.0M
- NutanixNTNX556,566 shares · 0.5% of their software · price +$3.7M$42.5M+$19.4M
- ToastTOST944,600 shares · 0.5% of their software · price +$10.5M$41.8M+$16.1M
- AppLovinAPP118,779 shares · 0.4% of their software · price +$10.1M$41.6M−$7.7M
- NetApp, Inc.NTAP347,903 shares · 0.4% of their software · price +$6.5M$37.1M−$13.5M
- Grab Holdings LimitedGRAB6,997,101 shares · 0.4% of their software · price +$3.5M$35.2M+$13.2M
- OktaOKTA309,241 shares · 0.3% of their software · price −$1.6M$30.9M+$1.0M
- GuidewireGWRE127,016 shares · 0.3% of their software · price +$6.1M$29.9M−$1.1M
- Block, Inc.XYZ434,697 shares · 0.3% of their software · price +$5.9M$29.5M+$653K
- StoneCo Ltd.STNE1,833,717 shares · 0.3% of their software · price +$10.2M$29.4M+$10.7M
- DocuSignDOCU372,487 shares · 0.3% of their software · price −$1.3M$29.0M−$9.6M
- Full Truck Alliance Co. Ltd.YMM2,418,946 shares · 0.3% of their software · price −$2.3M$28.6M−$10.7M
- PTCPTC164,920 shares · 0.3% of their software · price +$2.9M$28.4MFlat
- PaycomPAYC122,394 shares · 0.3% of their software · price +$1.6M$28.3M+$20.4M
- InterDigital, Inc.IDCC124,866 shares · 0.3% of their software · price +$2.2M$28.0M−$6.7M
- PagSeguro Digital Ltd.PAGS2,779,703 shares · 0.3% of their software · price +$5.6M$26.8M−$16.8M
- VeriskVRSK73,956 shares · 0.2% of their software · price +$1.0M$23.0M−$11.7M
- CrowdStrikeCRWD36,857 shares · 0.2% of their software · price +$5.8M$18.8M−$1.9M
- WixWIX112,100 shares · 0.2% of their software · price −$552K$17.8M−$4.4M
- GoDaddyGDDY94,028 shares · 0.2% of their software$16.9M−$39.4M
- Fair IsaacFICO8,977 shares · 0.2% of their software$16.4M−$28.0M
- Tyler TechnologiesTYL27,131 shares · 0.2% of their software$16.1M−$16.3M
- nCinoNCNO520,000 shares · 0.2% of their software$14.5M+$961K
- DatadogDDOG102,021 shares · 0.1% of their software · price +$3.6M$13.7M−$17.4M
- ShopifySHOP116,912 shares · 0.1% of their software · price +$2.3M$13.5M−$6.9M
- monday.comMNDY42,849 shares · 0.1% of their software · price +$3.1M$13.5M+$4.5M
- NetScout Systems, Inc.NTCT530,867 shares · 0.1% of their software · price +$2.0M$13.2M+$657K
- Q2QTWO140,251 shares · 0.1% of their software · price +$1.9M$13.1MFlat
- BroadridgeBR53,433 shares · 0.1% of their software$13.0M−$1.5M
- DoximityDOCS206,124 shares · 0.1% of their software · price +$682K$12.6M+$5.9M
- DuolingoDUOL28,785 shares · 0.1% of their software · price +$2.9M$11.8M+$6.9M
- AtlassianTEAM56,419 shares · 0.1% of their software · price −$515K$11.5M+$947K
- Paychex, Inc.PAYX75,923 shares · 0.1% of their software · price −$670K$11.0M−$9.4M
- Corpay, Inc.CPAY32,442 shares · 0.1% of their software · price −$548K$10.8M−$4.4M
- CommvaultCVLT55,808 shares · 0.1% of their software · price +$925K$9.7MFlat
- TeradataTDC401,921 shares · 0.1% of their software$9.0MFlat
- TrimbleTRMB106,238 shares · 0.1% of their software · price +$1.1M$8.1MFlat
- QualysQLYS56,375 shares · 0.1% of their software · price +$955K$8.1M+$1.2M
- BlackLineBL120,000 shares · 0.1% of their software · price +$984K$6.8M−$726K
- CoStarCSGP82,584 shares · 0.1% of their software$6.6M−$901K
- LiveRamp Holdings, Inc.RAMP178,789 shares · 0.1% of their software · price +$1.2M$5.9M+$1.2M
- Joint Stock Company Kaspi.kzKSPI55,000 shares · 0.1% of their software$4.7MFlat
- ACI WorldwideACIW97,928 shares · 0.0% of their software · price −$862K$4.5MFlat
- Radware Ltd.RDWR150,581 shares · 0.0% of their software · price +$1.2M$4.4MFlat
- Yalla Group LimitedYALA625,165 shares · 0.0% of their software · price +$950K$4.2M+$2.3M
- Endava plcDAVA225,000 shares · 0.0% of their software · price −$943K$3.4MFlat
- Cellebrite DI Ltd.CLBT197,554 shares · 0.0% of their software · price −$678K$3.2MFlat
- ZoomInfoZI300,991 shares · 0.0% of their software$3.0MNew
- Dave Inc.DAVE10,694 shares · 0.0% of their software · price +$2.0M$2.9MNew · +$884K
- Clearwater AnalyticsCWAN124,889 shares · 0.0% of their software$2.7MFlat
- ElasticESTC26,696 shares · 0.0% of their software$2.3M+$1.5M
- ProcorePCOR26,840 shares · 0.0% of their software$1.8MFlat
- The Trade DeskTTD25,450 shares · 0.0% of their software$1.8M−$544K
- Global-EGLBE48,491 shares · 0.0% of their software$1.6M−$2.8M
- FactSetFDS3,539 shares · 0.0% of their software$1.6MFlat
- Remitly Global, Inc.RELY75,432 shares · 0.0% of their software$1.4M−$684K
- Manhattan AssociatesMANH5,820 shares · 0.0% of their software$1.1M−$7.2M
- OneSpan Inc.OSPN58,620 shares · 0.0% of their software$978KFlat
- Bentley SystemsBSY17,638 shares · 0.0% of their software$952KFlat
- MongoDBMDB4,416 shares · 0.0% of their software$927K−$2.6M
- CloudflareNET4,474 shares · 0.0% of their software$876KFlat
- DoubleVerifyDV49,113 shares · 0.0% of their software$735KFlat
- Alarm.com Holdings, Inc.ALRM4,668 shares · 0.0% of their software$264KFlat
- CourseraCOUR27,230 shares · 0.0% of their software$239KNew · Flat
- A10 Networks, Inc.ATEN11,973 shares · 0.0% of their software$232KFlat
- Grindr Inc.GRND10,062 shares · 0.0% of their software$228KNew · Flat
- UiPathPATH16,263 shares · 0.0% of their software$208KNew · Flat
- AvePointAVPT10,385 shares · 0.0% of their software$201KNew · Flat