Generalist · Amsterdam, Netherlands
Apg Asset Management
Q2 2025 · compared with Q1 2025
Filed as Apg Asset Management N.v.
- Software
- $6.1B
- Weight of 13F
- 18.1%
- Names
- 62
- Net bought
- +$348M
Filed 12 August 2025 · SEC filing.
539 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 202650 names$4.2B−$149M
- Q1 202658 names$3.9B−$433M
- Q4 202560 names$5.4B+$38.5M
- Q3 202560 names$6.2B−$34.7M
- Q2 202562 names$6.1B+$348M
- Q1 202566 names$5.2BFlat
- Q4 202466 names$5.8B+$3.4B
- Q3 202460 names$2.3B−$5.4B
- Q2 202469 names$7.3B+$231M
- Q1 202470 names$6.8B−$28.3M
- Q4 202369 names$6.3B+$196M
- Q3 202368 names$5.8B−$476M
- Q2 202367 names$5.9B−$257M
- Q1 202364 names$5.3B−$363M
- Q4 202265 names$5.4B+$2.0B
- Q3 202265 names$3.4B−$236M
- Q2 202266 names$3.5B−$159M
- Q1 202267 names$4.3B−$722M
- Q4 202167 names$5.4B−$37.0M
- Q3 202163 names$4.7B−$311M
- Q2 202160 names$4.8B+$823M
- Q1 202160 names$4.6B−$720M
- Q4 202060 names$5.0B+$21.8M
- Q3 202057 names$4.7B+$35.8M
- Q2 202055 names$4.5B+$568M
- Q1 202037 names$2.9B+$141M
- Q4 201953 names$3.2B−$381M
- Q3 201949 names$3.3B−$345M
- Q2 201944 names$3.5B+$384M
- Q1 201940 names$3.0B−$155M
- Q4 201838 names$2.6B−$109M
- Q3 201835 names$3.1B+$44.5M
- Q2 201834 names$2.7B−$228M
- Q1 201831 names$2.5B+$2.6M
- Q4 201732 names$2.4B+$131M
- Q3 201732 names$2.5B+$312M
- Q2 201728 names$2.1B−$10.5M
- Q1 201726 names$2.0B−$266M
- Q4 201627 names$2.0B−$157M
- Q3 201627 names$2.2B+$76.6M
- Q2 201628 names$2.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,339,274 shares · 43.9% of their software · price +$774M$2.7B+$154M
- CadenceCDNS1,502,718 shares · 6.4% of their software · price +$80.9M$394M+$161M
- Tyler TechnologiesTYL774,303 shares · 6.4% of their software · price +$8.9M$391MFlat
- BroadridgeBR1,677,703 shares · 5.7% of their software · price +$956K$347M+$12.4M
- OracleORCL1,130,579 shares · 3.4% of their software · price +$89.1M$211M−$74.5M
- PalantirPLTR1,676,257 shares · 3.2% of their software · price +$87.0M$195M+$135M
- ServiceNowNOW183,913 shares · 2.6% of their software · price +$42.7M$161M−$21.1M
- SalesforceCRM605,930 shares · 2.3% of their software · price +$2.6M$141M−$87.2M
- IntuitINTU183,586 shares · 2.0% of their software · price +$31.9M$123M−$68.1M
- Uber Technologies, Inc.UBER1,306,546 shares · 1.7% of their software · price +$26.7M$104MFlat
- AdobeADBE283,951 shares · 1.5% of their software · price +$951K$93.6M+$3.0M
- Palo Alto NetworksPANW457,014 shares · 1.3% of their software · price +$15.5M$79.7M+$4.1M
- Automatic Data Processing, Inc.ADP290,180 shares · 1.2% of their software · price +$833K$76.2M+$2.6M
- ShopifySHOP727,259 shares · 1.2% of their software · price +$14.5M$71.5M+$65.4M
- Roper Technologies, Inc.ROP144,997 shares · 1.1% of their software · price −$3.3M$70.0M+$7.1M
- SynopsysSNPS148,063 shares · 1.1% of their software · price +$12.4M$64.7M+$5.8M
- Fiserv, Inc.FISV434,383 shares · 1.0% of their software · price −$21.0M$63.8M+$4.4M
- CrowdStrikeCRWD146,183 shares · 1.0% of their software · price +$22.9M$63.4M+$2.2M
- VeriskVRSK161,760 shares · 0.7% of their software · price +$2.2M$42.9M+$825K
- Paychex, Inc.PAYX317,891 shares · 0.6% of their software · price −$2.8M$39.4M+$792K
- SnowflakeSNOW196,155 shares · 0.6% of their software · price +$15.2M$37.4M+$736K
- AutodeskADSK140,440 shares · 0.6% of their software · price +$6.7M$37.0M+$1.6M
- FortinetFTNT404,017 shares · 0.6% of their software · price +$3.8M$36.4M+$1.4M
- VeriSign, Inc.VRSN145,835 shares · 0.6% of their software · price +$5.1M$35.9M+$3.4M
- Full Truck Alliance Co. Ltd.YMM3,329,800 shares · 0.5% of their software · price −$3.2M$33.5M−$18.2M
- Check PointCHKP170,729 shares · 0.5% of their software · price −$1.1M$32.2M+$3.2M
- WorkdayWDAY147,844 shares · 0.5% of their software · price +$957K$30.2M+$1.4M
- GoDaddyGDDY192,017 shares · 0.5% of their software$29.5M+$531K
- CloudflareNET169,000 shares · 0.5% of their software · price +$14.1M$28.2M−$684K
- Corpay, Inc.CPAY95,687 shares · 0.4% of their software · price −$1.6M$27.0M+$17.1M
- NetApp, Inc.NTAP295,508 shares · 0.4% of their software · price +$5.5M$26.8MFlat
- PTCPTC169,035 shares · 0.4% of their software · price +$2.9M$24.8MFlat
- F5, Inc.FFIV94,881 shares · 0.4% of their software · price +$2.7M$23.8M−$2.9M
- Fair IsaacFICO14,483 shares · 0.4% of their software$22.6M+$1.0M
- VeevaVEEV90,696 shares · 0.4% of their software · price +$5.1M$22.3M+$853K
- SPS CommerceSPSC177,476 shares · 0.3% of their software · price +$596K$20.6M+$12.1M
- Block, Inc.XYZ333,428 shares · 0.3% of their software · price +$4.5M$19.3M+$562K
- AtlassianTEAM97,509 shares · 0.3% of their software · price −$889K$16.9M+$1.2M
- CoStarCSGP228,500 shares · 0.3% of their software$15.7M+$602K
- ZscalerZS57,862 shares · 0.3% of their software · price +$6.7M$15.5MFlat
- Gen DigitalGEN607,657 shares · 0.2% of their software · price +$1.7M$15.2MFlat
- AkamaiAKAM214,496 shares · 0.2% of their software$14.6MFlat
- ZoomZM215,970 shares · 0.2% of their software · price +$909K$14.3M+$4.8M
- HubSpotHUBS30,082 shares · 0.2% of their software$14.3MFlat
- SS&CSSNC200,685 shares · 0.2% of their software$14.2MFlat
- DatadogDDOG88,746 shares · 0.2% of their software · price +$3.1M$10.2M+$2.2M
- FactSetFDS26,300 shares · 0.2% of their software$10.0MFlat
- TwilioTWLO90,412 shares · 0.2% of their software · price +$2.4M$9.6MFlat
- DynatraceDT201,140 shares · 0.2% of their software · price +$1.6M$9.5MFlat
- OktaOKTA110,101 shares · 0.2% of their software · price −$578K$9.4M+$1.7M
- TrimbleTRMB136,100 shares · 0.1% of their software · price +$1.4M$8.8MFlat
- Grab Holdings LimitedGRAB1,594,400 shares · 0.1% of their software · price +$797K$6.8MFlat
- PaycomPAYC30,400 shares · 0.1% of their software$6.0MFlat
- DescartesDSGX67,208 shares · 0.1% of their software$5.8MFlat
- Amdocs LimitedDOX64,000 shares · 0.1% of their software$5.0MFlat
- OpenTextOTEX145,800 shares · 0.1% of their software · price +$574K$3.6MFlat
- NutanixNTNX54,866 shares · 0.1% of their software$3.6M+$3.2M
- Strategy IncMSTR4,532 shares · 0.0% of their software · price +$526K$1.6M−$1.0M
- DocuSignDOCU7,033 shares · 0.0% of their software$467KFlat
- monday.comMNDY1,352 shares · 0.0% of their software$362KFlat
- MongoDBMDB1,966 shares · 0.0% of their software$352KFlat
- WixWIX2,046 shares · 0.0% of their software$276KFlat