Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q4 2025 · compared with Q3 2025
- Software
- $9.3B
- Weight of 13F
- 13.3%
- Names
- 101
- Net bought
- +$435M
Filed 23 January 2026 · SEC filing.
820 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
- MicrosoftMSFT7,951,743 shares · 41.5% of their software · price −$273M$3.8B+$42.0M
- SalesforceCRM1,764,102 shares · 5.0% of their software · price +$49.2M$467M+$23.6M
- Uber Technologies, Inc.UBER4,956,065 shares · 4.4% of their software · price −$80.6M$405M−$45.7M
- AdobeADBE793,898 shares · 3.0% of their software · price −$2.2M$278M+$7.7M
- ZoomZM2,644,822 shares · 2.5% of their software · price +$10.0M$228M+$19.7M
- VeriSign, Inc.VRSN932,690 shares · 2.4% of their software · price −$34.2M$227M−$9.2M
- CadenceCDNS682,903 shares · 2.3% of their software · price −$26.4M$213M+$39.2M
- FortinetFTNT2,522,604 shares · 2.2% of their software · price −$11.8M$200M+$75.1M
- VeevaVEEV892,070 shares · 2.2% of their software · price −$66.6M$199M+$27.0M
- IntuitINTU284,645 shares · 2.0% of their software · price −$5.8M$189M−$10.5M
- SS&CSSNC2,014,370 shares · 1.9% of their software · price −$2.7M$176M+$22.5M
- AutodeskADSK532,504 shares · 1.7% of their software · price −$11.5M$158M+$53.7M
- Automatic Data Processing, Inc.ADP587,769 shares · 1.6% of their software · price −$21.3M$151M−$35.2M
- MongoDBMDB345,563 shares · 1.6% of their software · price +$37.8M$145M+$44.0M
- PalantirPLTR754,263 shares · 1.4% of their software · price −$3.5M$134M−$86.6M
- Palo Alto NetworksPANW707,882 shares · 1.4% of their software · price −$13.7M$130M+$10.3M
- ServiceNowNOW820,392 shares · 1.4% of their software · price −$629M$126M+$600M
- PTCPTC709,352 shares · 1.3% of their software · price −$20.4M$124M+$70.5M
- WorkdayWDAY571,766 shares · 1.3% of their software · price −$14.8M$123M+$21.3M
- TwilioTWLO765,555 shares · 1.2% of their software · price +$32.3M$109M−$36.7M
- CrowdStrikeCRWD222,764 shares · 1.1% of their software · price −$4.8M$104M−$6.0M
- ShopifySHOP588,670 shares · 1.0% of their software · price +$7.3M$94.8M−$4.1M
- OracleORCL411,356 shares · 0.9% of their software · price −$35.5M$80.2M+$14.6M
- SynopsysSNPS170,487 shares · 0.9% of their software · price −$4.0M$80.1M+$57.8M
- F5, Inc.FFIV275,676 shares · 0.8% of their software · price −$18.7M$70.4M−$182M
- DropboxDBX2,518,534 shares · 0.8% of their software · price −$6.1M$70.0M+$14.0M
- Check PointCHKP349,095 shares · 0.7% of their software · price −$7.5M$64.8M−$227M
- SnowflakeSNOW293,056 shares · 0.7% of their software · price −$1.8M$64.3M−$11.2M
- PagSeguro Digital Ltd.PAGS6,610,914 shares · 0.7% of their software · price −$2.4M$63.7M+$34.4M
- Gen DigitalGEN2,143,609 shares · 0.6% of their software · price −$2.6M$58.3M−$5.8M
- ZscalerZS249,036 shares · 0.6% of their software · price −$18.6M$56.0M−$41.9M
- PaycomPAYC341,286 shares · 0.6% of their software · price −$16.6M$54.4M+$49.6M
- Amdocs LimitedDOX647,446 shares · 0.6% of their software · price −$997K$52.1M+$7.7M
- NetScout Systems, Inc.NTCT1,559,192 shares · 0.5% of their software · price +$1.9M$42.2M+$19.5M
- AkamaiAKAM461,461 shares · 0.4% of their software · price +$5.3M$40.3M+$16.4M
- OktaOKTA465,370 shares · 0.4% of their software · price −$2.4M$40.2M+$14.8M
- StoneCo Ltd.STNE2,515,851 shares · 0.4% of their software · price −$10.4M$37.2M+$9.6M
- DocuSignDOCU514,279 shares · 0.4% of their software · price −$1.9M$35.2M+$21.6M
- ToastTOST972,230 shares · 0.4% of their software · price −$972K$34.5M+$2.1M
- DynatraceDT728,062 shares · 0.3% of their software · price −$3.7M$31.6M−$8.8M
- Full Truck Alliance Co. Ltd.YMM2,811,870 shares · 0.3% of their software · price −$6.3M$30.2M+$4.3M
- Roper Technologies, Inc.ROP65,803 shares · 0.3% of their software · price −$3.5M$29.3M−$37.1M
- NetApp, Inc.NTAP257,387 shares · 0.3% of their software · price −$2.9M$27.6M−$9.8M
- InterDigital, Inc.IDCC82,951 shares · 0.3% of their software · price −$2.2M$26.4M−$3.4M
- HubSpotHUBS61,034 shares · 0.3% of their software · price −$4.1M$24.5M−$4.6M
- Block, Inc.XYZ316,176 shares · 0.2% of their software · price −$2.3M$20.6M−$9.5M
- TrimbleTRMB237,202 shares · 0.2% of their software · price −$783K$18.6MFlat
- AppLovinAPP25,648 shares · 0.2% of their software · price −$1.1M$17.3M−$9.1M
- TeradataTDC564,068 shares · 0.2% of their software · price +$5.0M$17.2M+$3.7M
- Strategy IncMSTR112,874 shares · 0.2% of their software · price −$19.2M$17.2M−$8.8M
- GoDaddyGDDY135,142 shares · 0.2% of their software · price −$1.7M$16.8M+$11.2M
- DatadogDDOG102,351 shares · 0.2% of their software · price −$656K$13.9M+$1.7M
- NutanixNTNX245,886 shares · 0.1% of their software · price −$5.6M$12.7M−$23.0M
- GuidewireGWRE60,804 shares · 0.1% of their software · price −$1.8M$12.2M−$12.4M
- Manhattan AssociatesMANH63,117 shares · 0.1% of their software · price −$2.0M$10.9M+$11.5M
- AtlassianTEAM60,190 shares · 0.1% of their software$9.8MFlat
- DoximityDOCS204,346 shares · 0.1% of their software · price −$5.9M$9.0MFlat
- nCinoNCNO350,000 shares · 0.1% of their software · price −$515K$9.0M−$1.6M
- QualysQLYS65,820 shares · 0.1% of their software$8.7M−$1.3M
- monday.comMNDY56,506 shares · 0.1% of their software · price −$2.6M$8.3M−$3.0M
- Q2QTWO105,000 shares · 0.1% of their software$7.6MFlat
- WaystarWAY223,027 shares · 0.1% of their software · price −$1.2M$7.3MFlat
- ZoomInfoZI698,089 shares · 0.1% of their software$7.1M—
- Yalla Group LimitedYALA942,224 shares · 0.1% of their software · price −$537K$6.5MFlat
- BullishBLSH160,000 shares · 0.1% of their software · price −$4.1M$6.1MNew · +$10.2M
- BlackLineBL100,000 shares · 0.1% of their software$5.5M−$1.1M
- BroadridgeBR24,386 shares · 0.1% of their software$5.4M−$2.2M
- WixWIX50,387 shares · 0.1% of their software · price −$3.7M$5.2M−$4.3M
- Joint Stock Company Kaspi.kzKSPI65,000 shares · 0.1% of their software$5.1MFlat
- LiveRamp Holdings, Inc.RAMP159,519 shares · 0.1% of their software$4.7MFlat
- CoStarCSGP68,155 shares · 0.0% of their software · price −$1.2M$4.6M−$550K
- Dave Inc.DAVE19,375 shares · 0.0% of their software$4.3MFlat
- Fiserv, Inc.FISV61,435 shares · 0.0% of their software · price −$3.8M$4.1M−$20.0M
- ACI WorldwideACIW86,301 shares · 0.0% of their software$4.1MFlat
- Fair IsaacFICO2,434 shares · 0.0% of their software$4.1M−$4.0M
- UiPathPATH224,298 shares · 0.0% of their software · price +$675K$3.7M+$2.8M
- Radware Ltd.RDWR149,686 shares · 0.0% of their software$3.6MFlat
- PegasystemsPEGA58,505 shares · 0.0% of their software$3.5MNew · +$3.4M
- Global-EGLBE86,839 shares · 0.0% of their software$3.4MFlat
- ProcorePCOR39,087 shares · 0.0% of their software$2.8M−$585K
- CloudflareNET13,482 shares · 0.0% of their software$2.7M−$1.2M
- Grab Holdings LimitedGRAB490,524 shares · 0.0% of their software · price −$505K$2.4M−$27.3M
- Paychex, Inc.PAYX21,516 shares · 0.0% of their software$2.4M−$1.5M
- ElasticESTC26,642 shares · 0.0% of their software$2.0MFlat
- VeriskVRSK8,955 shares · 0.0% of their software$2.0M−$12.0M
- CourseraCOUR163,461 shares · 0.0% of their software · price −$711K$1.2M+$1.4M
- CoreWeave, Inc.CRWV15,068 shares · 0.0% of their software · price −$983K$1.1MNew · +$2.1M
- ServiceTitanTTAN9,336 shares · 0.0% of their software$994KFlat
- The Trade DeskTTD19,108 shares · 0.0% of their software$725KFlat
- PagerDutyPD49,548 shares · 0.0% of their software$650KFlat
- Calix, Inc.CALX11,975 shares · 0.0% of their software$634KFlat
- DoubleVerifyDV49,113 shares · 0.0% of their software$562KFlat
- Lyft, Inc.LYFT27,230 shares · 0.0% of their software$527KFlat
- CommvaultCVLT3,457 shares · 0.0% of their software$433K−$12.4M
- Remitly Global, Inc.RELY31,188 shares · 0.0% of their software$430KFlat
- OneSpan Inc.OSPN26,613 shares · 0.0% of their software$342KFlat
- Bentley SystemsBSY8,770 shares · 0.0% of their software$335KFlat
- Corpay, Inc.CPAY1,078 shares · 0.0% of their software$324K−$3.3M
- Rubrik, Inc.RBRK4,126 shares · 0.0% of their software$316K−$1.2M
- Alarm.com Holdings, Inc.ALRM5,064 shares · 0.0% of their software$258KFlat
- AvePointAVPT11,897 shares · 0.0% of their software$165KFlat