Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q3 2025 · compared with Q2 2025
- Software
- $10.1B
- Weight of 13F
- 14.7%
- Names
- 103
- Net bought
- +$728M
Filed 22 October 2025 · SEC filing.
853 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
- MicrosoftMSFT7,870,680 shares · 40.3% of their software · price +$162M$4.1B+$369M
- Uber Technologies, Inc.UBER5,422,035 shares · 5.3% of their software · price +$25.3M$531M+$249M
- SalesforceCRM1,664,460 shares · 3.9% of their software · price −$59.4M$394M−$43.1M
- Check PointCHKP1,444,649 shares · 3.0% of their software · price −$20.7M$299M−$41.9M
- AdobeADBE771,984 shares · 2.7% of their software · price −$26.3M$272M+$111M
- F5, Inc.FFIV839,561 shares · 2.7% of their software · price +$24.2M$271M+$14.8M
- VeriSign, Inc.VRSN965,600 shares · 2.7% of their software · price −$8.9M$270M+$30.5M
- VeevaVEEV801,367 shares · 2.4% of their software · price +$8.0M$239M+$15.0M
- PalantirPLTR1,228,758 shares · 2.2% of their software · price +$56.6M$224M+$18.6M
- Automatic Data Processing, Inc.ADP707,819 shares · 2.1% of their software · price −$10.5M$208M+$18.0M
- IntuitINTU300,029 shares · 2.0% of their software · price −$31.4M$205M+$42.4M
- CadenceCDNS571,278 shares · 2.0% of their software · price +$24.6M$201M+$67.9M
- ZoomZM2,406,124 shares · 2.0% of their software · price +$10.9M$199M+$21.0M
- SS&CSSNC1,760,639 shares · 1.5% of their software · price +$10.5M$156M−$2.2M
- ServiceNowNOW167,977 shares · 1.5% of their software · price −$18.1M$155M+$3.0M
- FortinetFTNT1,629,635 shares · 1.4% of their software · price −$35.3M$137M−$98.5M
- Palo Alto NetworksPANW657,413 shares · 1.3% of their software · price −$671K$134M−$40.2M
- ZscalerZS388,902 shares · 1.2% of their software · price −$5.6M$117M+$20.6M
- WorkdayWDAY483,382 shares · 1.2% of their software$116M+$16.1M
- AutodeskADSK363,405 shares · 1.1% of their software · price +$2.9M$115M+$4.3M
- CrowdStrikeCRWD234,927 shares · 1.1% of their software · price −$4.4M$115M+$101M
- TwilioTWLO1,132,142 shares · 1.1% of their software · price −$27.5M$113M−$35.6M
- OracleORCL359,545 shares · 1.0% of their software · price +$22.5M$101M+$15.5M
- ShopifySHOP616,500 shares · 0.9% of their software · price +$20.5M$91.6M+$57.6M
- SnowflakeSNOW342,719 shares · 0.8% of their software · price +$610K$77.3M+$7.2M
- PTCPTC361,938 shares · 0.7% of their software · price +$11.1M$73.5M+$34.0M
- Roper Technologies, Inc.ROP140,117 shares · 0.7% of their software · price −$9.5M$69.9MFlat
- Gen DigitalGEN2,348,043 shares · 0.7% of their software · price −$2.4M$66.7M−$2.1M
- MongoDBMDB203,808 shares · 0.6% of their software · price +$20.5M$63.3M+$41.9M
- DropboxDBX2,055,276 shares · 0.6% of their software · price +$3.3M$62.1M+$1.5M
- Amdocs LimitedDOX553,738 shares · 0.4% of their software · price −$5.1M$45.4M+$3.0M
- Strategy IncMSTR140,248 shares · 0.4% of their software · price −$11.5M$45.2M+$5.9M
- DynatraceDT909,620 shares · 0.4% of their software · price −$6.1M$44.1M+$613K
- NutanixNTNX555,319 shares · 0.4% of their software · price −$1.1M$41.3MFlat
- NetApp, Inc.NTAP340,246 shares · 0.4% of their software · price +$4.1M$40.3M−$816K
- StoneCo Ltd.STNE2,008,420 shares · 0.4% of their software · price +$5.8M$38.0M+$2.8M
- ToastTOST914,718 shares · 0.3% of their software · price −$7.1M$33.4M−$1.3M
- HubSpotHUBS70,966 shares · 0.3% of their software · price −$6.3M$33.2M−$5.6M
- Block, Inc.XYZ447,346 shares · 0.3% of their software · price +$1.9M$32.3M+$859K
- Full Truck Alliance Co. Ltd.YMM2,477,746 shares · 0.3% of their software · price +$2.9M$32.1M+$694K
- InterDigital, Inc.IDCC92,760 shares · 0.3% of their software · price +$11.2M$32.0M−$7.2M
- PagSeguro Digital Ltd.PAGS3,175,703 shares · 0.3% of their software · price +$1.1M$31.8M+$3.8M
- Grab Holdings LimitedGRAB5,019,931 shares · 0.3% of their software · price +$5.0M$30.2M−$9.9M
- OktaOKTA304,301 shares · 0.3% of their software · price −$2.5M$27.9MFlat
- Fiserv, Inc.FISV216,255 shares · 0.3% of their software · price −$9.4M$27.9M−$63.8M
- AppLovinAPP38,363 shares · 0.3% of their software · price +$14.1M$27.6M−$28.2M
- GuidewireGWRE114,695 shares · 0.3% of their software · price −$641K$26.4M−$2.9M
- SynopsysSNPS53,312 shares · 0.3% of their software · price −$1.0M$26.3M−$64.8M
- PaycomPAYC103,131 shares · 0.2% of their software · price −$2.4M$21.5M−$4.5M
- NetScout Systems, Inc.NTCT805,350 shares · 0.2% of their software · price +$821K$20.8M+$6.8M
- TrimbleTRMB237,294 shares · 0.2% of their software · price +$1.3M$19.4M+$10.0M
- AkamaiAKAM245,239 shares · 0.2% of their software · price −$981K$18.6M−$62.4M
- DocuSignDOCU214,345 shares · 0.2% of their software · price −$1.2M$15.5M−$12.3M
- DoximityDOCS206,759 shares · 0.1% of their software · price +$2.4M$15.1MFlat
- VeriskVRSK56,479 shares · 0.1% of their software · price −$3.4M$14.2M−$5.4M
- monday.comMNDY72,205 shares · 0.1% of their software · price −$8.7M$14.0M+$9.2M
- WixWIX74,452 shares · 0.1% of their software · price +$1.4M$13.2M−$6.0M
- CommvaultCVLT69,325 shares · 0.1% of their software · price +$1.0M$13.1M+$2.4M
- DatadogDDOG90,122 shares · 0.1% of their software · price +$727K$12.8M−$1.6M
- nCinoNCNO410,000 shares · 0.1% of their software$11.1M−$3.1M
- QualysQLYS75,820 shares · 0.1% of their software · price −$799K$10.0M+$2.8M
- AtlassianTEAM58,806 shares · 0.1% of their software · price −$2.6M$9.4MFlat
- WaystarWAY231,237 shares · 0.1% of their software · price −$682K$8.8MNew · +$9.5M
- TeradataTDC392,915 shares · 0.1% of their software$8.5MFlat
- BroadridgeBR33,562 shares · 0.1% of their software$8.0M−$4.8M
- Fair IsaacFICO5,092 shares · 0.1% of their software · price −$1.7M$7.6M−$7.1M
- Q2QTWO105,251 shares · 0.1% of their software · price −$2.2M$7.6M−$3.3M
- Yalla Group LimitedYALA992,414 shares · 0.1% of their software · price +$764K$7.5M+$2.5M
- GoDaddyGDDY53,149 shares · 0.1% of their software · price −$2.3M$7.3M−$7.4M
- BlackLineBL120,000 shares · 0.1% of their software$6.4MFlat
- CoStarCSGP74,668 shares · 0.1% of their software$6.3M−$636K
- ZoomInfoZI545,083 shares · 0.1% of their software$5.9M—
- Joint Stock Company Kaspi.kzKSPI65,000 shares · 0.1% of their software$5.3M+$849K
- LiveRamp Holdings, Inc.RAMP173,439 shares · 0.0% of their software · price −$1.0M$4.7MFlat
- ACI WorldwideACIW86,301 shares · 0.0% of their software · price +$592K$4.6M−$534K
- Paychex, Inc.PAYX33,710 shares · 0.0% of their software · price −$630K$4.3M−$6.1M
- CloudflareNET19,175 shares · 0.0% of their software$4.1M+$2.9M
- Radware Ltd.RDWR149,686 shares · 0.0% of their software$4.0MFlat
- Dave Inc.DAVE19,375 shares · 0.0% of their software · price −$1.3M$3.9M+$2.3M
- Corpay, Inc.CPAY12,365 shares · 0.0% of their software · price −$541K$3.6M−$6.7M
- DuolingoDUOL10,726 shares · 0.0% of their software · price −$946K$3.5M−$7.4M
- ProcorePCOR47,109 shares · 0.0% of their software$3.4M+$1.4M
- Global-EGLBE86,839 shares · 0.0% of their software$3.1M+$1.3M
- ElasticESTC26,696 shares · 0.0% of their software$2.3MFlat
- Endava plcDAVA225,000 shares · 0.0% of their software · price −$1.4M$2.0MFlat
- Tyler TechnologiesTYL3,577 shares · 0.0% of their software$1.9M−$14.0M
- FactSetFDS5,454 shares · 0.0% of their software · price −$877K$1.6M+$857K
- Rubrik, Inc.RBRK18,832 shares · 0.0% of their software$1.5MNew · +$1.7M
- Manhattan AssociatesMANH7,240 shares · 0.0% of their software$1.5MFlat
- The Trade DeskTTD20,371 shares · 0.0% of their software$998KFlat
- ServiceTitanTTAN9,336 shares · 0.0% of their software$941KNew · +$1.0M
- DoubleVerifyDV75,871 shares · 0.0% of their software$909KFlat
- Bentley SystemsBSY16,426 shares · 0.0% of their software$846KFlat
- PagerDutyPD48,855 shares · 0.0% of their software$807KNew · +$747K
- Calix, Inc.CALX11,870 shares · 0.0% of their software$728KNew · +$631K
- Remitly Global, Inc.RELY31,188 shares · 0.0% of their software$508K−$830K
- CourseraCOUR39,778 shares · 0.0% of their software$466KFlat
- OneSpan Inc.OSPN26,613 shares · 0.0% of their software$423K−$534K
- Lyft, Inc.LYFT17,552 shares · 0.0% of their software$386KNew · Flat
- Alarm.com Holdings, Inc.ALRM4,668 shares · 0.0% of their software$248KFlat
- UiPathPATH16,263 shares · 0.0% of their software$218KFlat
- A10 Networks, Inc.ATEN11,973 shares · 0.0% of their software$217KFlat
- AvePointAVPT10,385 shares · 0.0% of their software$156KFlat