Generalist · Amsterdam, Netherlands
Apg Asset Management
Q3 2025 · compared with Q2 2025
Filed as Apg Asset Management N.v.
- Software
- $6.2B
- Weight of 13F
- 17.5%
- Names
- 60
- Net bought
- −$34.7M
Filed 12 November 2025 · SEC filing.
528 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
- MicrosoftMSFT6,770,860 shares · 48.0% of their software · price +$139M$3.0B+$215M
- CadenceCDNS1,409,126 shares · 6.8% of their software · price +$60.7M$421M−$28.8M
- Tyler TechnologiesTYL705,880 shares · 5.0% of their software · price −$49.2M$314M−$40.6M
- BroadridgeBR1,494,390 shares · 4.9% of their software · price −$7.3M$303M−$44.6M
- OracleORCL1,163,721 shares · 4.5% of their software · price +$72.9M$279M+$7.2M
- PalantirPLTR1,360,021 shares · 3.4% of their software · price +$62.7M$211M−$43.1M
- SalesforceCRM624,913 shares · 2.0% of their software · price −$22.3M$126M+$5.2M
- Uber Technologies, Inc.UBER1,315,253 shares · 1.8% of their software · price +$6.1M$110MFlat
- IntuitINTU184,886 shares · 1.7% of their software · price −$19.4M$107MFlat
- ServiceNowNOW131,785 shares · 1.7% of their software · price −$14.2M$103M−$53.6M
- ShopifySHOP739,559 shares · 1.5% of their software · price +$24.6M$93.5M+$1.4M
- Palo Alto NetworksPANW503,941 shares · 1.4% of their software · price −$514K$87.3M+$9.6M
- AdobeADBE276,650 shares · 1.3% of their software · price −$9.4M$83.1M−$2.8M
- Automatic Data Processing, Inc.ADP287,980 shares · 1.2% of their software · price −$4.3M$71.9MFlat
- SynopsysSNPS164,485 shares · 1.1% of their software · price −$3.2M$69.1M+$8.4M
- CrowdStrikeCRWD155,783 shares · 1.0% of their software · price −$2.9M$65.0M+$4.9M
- Roper Technologies, Inc.ROP141,897 shares · 1.0% of their software · price −$9.7M$60.2M−$1.8M
- Fiserv, Inc.FISV453,486 shares · 0.8% of their software · price −$19.7M$49.8M+$3.3M
- SnowflakeSNOW196,655 shares · 0.6% of their software$37.7MFlat
- AutodeskADSK139,340 shares · 0.6% of their software · price +$1.1M$37.7MFlat
- Paychex, Inc.PAYX317,291 shares · 0.5% of their software · price −$5.9M$34.2MFlat
- VeriskVRSK158,960 shares · 0.5% of their software · price −$9.5M$34.0M−$872K
- VeriSign, Inc.VRSN142,835 shares · 0.5% of their software · price −$1.3M$34.0M−$866K
- CloudflareNET173,900 shares · 0.5% of their software · price +$3.3M$31.8M+$960K
- WorkdayWDAY148,644 shares · 0.5% of their software$30.5MFlat
- FortinetFTNT412,417 shares · 0.5% of their software · price −$8.9M$29.5M+$888K
- Check PointCHKP167,429 shares · 0.5% of their software · price −$2.4M$29.5M−$730K
- NetApp, Inc.NTAP289,608 shares · 0.5% of their software · price +$3.4M$29.2M−$629K
- PTCPTC166,535 shares · 0.5% of their software · price +$5.1M$28.8MFlat
- F5, Inc.FFIV93,181 shares · 0.4% of their software · price +$2.7M$25.6M−$500K
- VeevaVEEV91,093 shares · 0.4% of their software · price +$905K$23.1MFlat
- GoDaddyGDDY188,117 shares · 0.4% of their software · price −$8.1M$21.9M−$702K
- Block, Inc.XYZ335,328 shares · 0.3% of their software · price +$1.5M$20.6MFlat
- Fair IsaacFICO14,483 shares · 0.3% of their software · price −$4.8M$18.4MFlat
- CoStarCSGP234,700 shares · 0.3% of their software · price +$932K$16.9MFlat
- ZscalerZS58,762 shares · 0.2% of their software · price −$839K$15.0MFlat
- Corpay, Inc.CPAY60,676 shares · 0.2% of their software · price −$2.7M$14.9M−$11.6M
- SS&CSSNC196,885 shares · 0.2% of their software · price +$1.2M$14.9MFlat
- ZoomZM211,688 shares · 0.2% of their software · price +$957K$14.9MFlat
- Gen DigitalGEN604,357 shares · 0.2% of their software · price −$610K$14.6MFlat
- AtlassianTEAM97,509 shares · 0.2% of their software · price −$4.2M$13.3MFlat
- HubSpotHUBS30,682 shares · 0.2% of their software · price −$2.7M$12.2MFlat
- DatadogDDOG100,428 shares · 0.2% of their software · price +$810K$12.2M+$1.6M
- TrimbleTRMB136,100 shares · 0.2% of their software · price +$772K$9.5MFlat
- OktaOKTA110,101 shares · 0.1% of their software · price −$911K$8.6MFlat
- DynatraceDT203,240 shares · 0.1% of their software · price −$1.4M$8.4MFlat
- Grab Holdings LimitedGRAB1,594,400 shares · 0.1% of their software · price +$1.6M$8.2MFlat
- TwilioTWLO90,412 shares · 0.1% of their software · price −$2.2M$7.7MFlat
- FactSetFDS26,300 shares · 0.1% of their software · price −$4.2M$6.4MFlat
- SPS CommerceSPSC69,011 shares · 0.1% of their software · price −$2.2M$6.1M−$14.8M
- AkamaiAKAM83,800 shares · 0.1% of their software$5.4M−$10.4M
- PaycomPAYC30,400 shares · 0.1% of their software · price −$707K$5.4MFlat
- DescartesDSGX63,000 shares · 0.1% of their software$5.0MFlat
- OpenTextOTEX149,000 shares · 0.1% of their software · price +$1.2M$4.7MFlat
- Amdocs LimitedDOX64,000 shares · 0.1% of their software · price −$588K$4.5MFlat
- AppLovinAPP6,900 shares · 0.1% of their software · price +$2.5M$4.2MNew · +$2.4M
- NutanixNTNX54,866 shares · 0.1% of their software$3.5MFlat
- Strategy IncMSTR5,050 shares · 0.0% of their software$1.4MFlat
- MongoDBMDB1,966 shares · 0.0% of their software$519KFlat
- DocuSignDOCU7,033 shares · 0.0% of their software$431KFlat