Generalist · Rotterdam, Netherlands
Robeco Institutional Asset Management B.v.
Q1 2026 · compared with Q4 2025
- Software
- $7.0B
- Weight of 13F
- 10.0%
- Names
- 96
- Net bought
- −$457M
838 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
- MicrosoftMSFT7,308,123 shares · 38.7% of their software · price −$829M$2.7B−$311M
- Uber Technologies, Inc.UBER3,906,916 shares · 4.0% of their software · price −$38.2M$281M−$85.7M
- AutodeskADSK982,304 shares · 3.4% of their software · price −$55.6M$235M+$133M
- ZoomZM2,712,913 shares · 3.1% of their software · price −$16.0M$218M+$5.9M
- IntuitINTU468,796 shares · 2.9% of their software · price −$108M$203M+$122M
- AdobeADBE814,361 shares · 2.8% of their software · price −$87.1M$198M+$7.2M
- VeriSign, Inc.VRSN768,274 shares · 2.7% of their software · price +$4.2M$191M−$39.9M
- Palo Alto NetworksPANW1,184,476 shares · 2.7% of their software · price −$28.3M$190M+$87.8M
- CadenceCDNS672,281 shares · 2.7% of their software · price −$23.3M$187M−$3.3M
- FortinetFTNT2,250,736 shares · 2.6% of their software · price +$5.2M$184M−$21.6M
- SynopsysSNPS459,234 shares · 2.6% of their software · price −$33.6M$182M+$136M
- VeevaVEEV891,832 shares · 2.2% of their software · price −$42.4M$157MFlat
- SS&CSSNC2,021,301 shares · 2.0% of their software · price −$40.1M$137MFlat
- Automatic Data Processing, Inc.ADP636,645 shares · 1.8% of their software · price −$34.4M$129M+$12.6M
- ServiceNowNOW1,184,772 shares · 1.8% of their software · price −$57.6M$124M+$55.8M
- MongoDBMDB468,505 shares · 1.6% of their software · price −$82.0M$115M+$51.6M
- CrowdStrikeCRWD261,213 shares · 1.5% of their software · price −$20.5M$102M+$18.0M
- PTCPTC676,062 shares · 1.4% of their software · price −$21.4M$96.3M−$5.8M
- F5, Inc.FFIV331,660 shares · 1.4% of their software · price +$11.3M$96.0M+$14.3M
- TwilioTWLO743,580 shares · 1.3% of their software · price −$12.2M$93.6M−$3.1M
- SalesforceCRM496,914 shares · 1.3% of their software · price −$38.9M$92.8M−$336M
- PagSeguro Digital Ltd.PAGS9,110,457 shares · 1.3% of their software · price +$3.5M$91.3M+$24.1M
- PalantirPLTR548,197 shares · 1.1% of their software · price −$17.3M$80.2M−$36.6M
- DropboxDBX3,115,030 shares · 1.0% of their software · price −$15.8M$70.8M+$16.6M
- NetApp, Inc.NTAP635,352 shares · 0.9% of their software · price −$3.0M$65.1M+$40.5M
- NetScout Systems, Inc.NTCT2,011,528 shares · 0.9% of their software · price +$9.5M$63.9M+$12.2M
- DynatraceDT1,578,324 shares · 0.8% of their software · price −$10.0M$58.4M+$36.9M
- DocuSignDOCU1,126,493 shares · 0.8% of their software · price −$23.6M$53.4M+$41.9M
- Amdocs LimitedDOX806,287 shares · 0.8% of their software · price −$12.3M$52.6M+$12.8M
- OracleORCL297,367 shares · 0.6% of their software · price −$14.2M$43.7M−$22.2M
- HubSpotHUBS168,162 shares · 0.6% of their software · price −$26.4M$41.0M+$43.0M
- Gen DigitalGEN2,150,098 shares · 0.6% of their software · price −$18.0M$40.5MFlat
- TrimbleTRMB589,515 shares · 0.5% of their software · price −$7.7M$38.5M+$27.6M
- Check PointCHKP251,549 shares · 0.5% of their software · price −$10.7M$35.9M−$18.1M
- Block, Inc.XYZ447,044 shares · 0.4% of their software · price −$2.2M$26.9M+$8.5M
- ZscalerZS174,064 shares · 0.3% of their software · price −$14.7M$24.4M−$16.9M
- Full Truck Alliance Co. Ltd.YMM2,473,867 shares · 0.3% of their software · price −$6.0M$20.5M−$3.6M
- ToastTOST753,323 shares · 0.3% of their software · price −$6.8M$20.0M−$7.8M
- TeradataTDC769,269 shares · 0.3% of their software · price −$3.7M$19.7M+$6.2M
- WorkdayWDAY147,321 shares · 0.3% of their software · price −$12.5M$19.1M−$91.2M
- GoDaddyGDDY205,128 shares · 0.2% of their software · price −$8.5M$17.0M+$8.7M
- Strategy IncMSTR120,464 shares · 0.2% of their software · price −$3.3M$15.0M+$1.2M
- SnowflakeSNOW87,955 shares · 0.2% of their software · price −$6.0M$13.3M−$45.0M
- AppLovinAPP24,182 shares · 0.1% of their software · price −$6.7M$9.6M−$988K
- DatadogDDOG77,227 shares · 0.1% of their software · price −$1.4M$9.1M−$3.4M
- OktaOKTA95,708 shares · 0.1% of their software · price −$743K$7.5M−$32.0M
- Fair IsaacFICO6,927 shares · 0.1% of their software · price −$4.3M$7.4M+$7.6M
- ZoomInfoZI1,191,287 shares · 0.1% of their software$7.1M—
- PaycomPAYC58,523 shares · 0.1% of their software · price −$2.2M$7.1M−$45.1M
- QualysQLYS76,601 shares · 0.1% of their software · price −$3.5M$6.7M+$1.4M
- BullishBLSH180,000 shares · 0.1% of their software$6.4M+$757K
- BlackbaudBLKB162,229 shares · 0.1% of their software · price −$4.0M$6.3MNew · +$10.3M
- Yalla Group LimitedYALA967,389 shares · 0.1% of their software · price −$687K$6.0MFlat
- LiveRamp Holdings, Inc.RAMP224,545 shares · 0.1% of their software · price −$640K$6.0M+$1.9M
- ShopifySHOP45,670 shares · 0.1% of their software · price −$1.9M$5.4M−$87.4M
- GuidewireGWRE35,869 shares · 0.1% of their software · price −$1.8M$5.4M−$5.0M
- CoreWeave, Inc.CRWV65,267 shares · 0.1% of their software$5.1M+$3.6M
- Roper Technologies, Inc.ROP14,090 shares · 0.1% of their software · price −$1.3M$5.0M−$23.0M
- ElasticESTC84,173 shares · 0.1% of their software · price −$2.1M$4.2M+$4.3M
- AtlassianTEAM59,825 shares · 0.1% of their software · price −$5.6M$4.1MFlat
- BroadridgeBR24,749 shares · 0.1% of their software · price −$1.5M$4.0MFlat
- StoneCo Ltd.STNE276,453 shares · 0.1% of their software$3.9M−$33.1M
- AkamaiAKAM30,849 shares · 0.1% of their software · price +$851K$3.5M−$37.6M
- Joint Stock Company Kaspi.kzKSPI45,000 shares · 0.0% of their software$3.3M−$1.6M
- Fiserv, Inc.FISV58,747 shares · 0.0% of their software · price −$668K$3.3MFlat
- nCinoNCNO190,000 shares · 0.0% of their software · price −$2.0M$2.8M−$4.1M
- Q2QTWO57,500 shares · 0.0% of their software · price −$1.4M$2.7M−$3.4M
- Global-EGLBE86,839 shares · 0.0% of their software · price −$735K$2.7MFlat
- InterDigital, Inc.IDCC8,742 shares · 0.0% of their software$2.6M−$23.6M
- Radware Ltd.RDWR96,234 shares · 0.0% of their software$2.5M−$1.3M
- PegasystemsPEGA59,176 shares · 0.0% of their software · price −$1.0M$2.5MFlat
- UiPathPATH224,298 shares · 0.0% of their software · price −$1.2M$2.5MFlat
- ProcorePCOR39,393 shares · 0.0% of their software · price −$620K$2.2MFlat
- PayPay CorporationPAYP100,000 shares · 0.0% of their software$2.1MNew · +$2.1M
- Paychex, Inc.PAYX20,925 shares · 0.0% of their software$1.9MFlat
- DoubleVerifyDV199,579 shares · 0.0% of their software$1.9M+$1.7M
- CoStarCSGP46,018 shares · 0.0% of their software · price −$1.2M$1.9M−$1.5M
- The Trade DeskTTD74,469 shares · 0.0% of their software · price −$1.1M$1.7M+$2.1M
- monday.comMNDY21,323 shares · 0.0% of their software · price −$1.7M$1.5M−$5.2M
- Grab Holdings LimitedGRAB290,072 shares · 0.0% of their software$1.1M−$1.0M
- TenableTENB61,889 shares · 0.0% of their software$1.0MNew · +$1.5M
- CloudflareNET4,348 shares · 0.0% of their software$897K−$1.8M
- Calix, Inc.CALX18,191 shares · 0.0% of their software$891KFlat
- VeriskVRSK4,672 shares · 0.0% of their software$887K−$958K
- NutanixNTNX17,727 shares · 0.0% of their software$674K−$11.8M
- ServiceTitanTTAN9,336 shares · 0.0% of their software$592KFlat
- Manhattan AssociatesMANH3,712 shares · 0.0% of their software$494K−$10.3M
- WixWIX4,434 shares · 0.0% of their software$399K−$4.8M
- Remitly Global, Inc.RELY24,811 shares · 0.0% of their software$389KFlat
- PagerDutyPD53,239 shares · 0.0% of their software$331KFlat
- OneSpan Inc.OSPN26,100 shares · 0.0% of their software$275KFlat
- Corpay, Inc.CPAY892 shares · 0.0% of their software$260KFlat
- Lyft, Inc.LYFT17,552 shares · 0.0% of their software$233KFlat
- Alarm.com Holdings, Inc.ALRM4,951 shares · 0.0% of their software$214KFlat
- AvePointAVPT11,465 shares · 0.0% of their software$109KFlat
- CourseraCOUR10,061 shares · 0.0% of their software$59K−$1.1M