Generalist · Amsterdam, Netherlands
Apg Asset Management
Q1 2026 · compared with Q4 2025
Filed as Apg Asset Management N.v.
- Software
- $3.9B
- Weight of 13F
- 12.5%
- Names
- 58
- Net bought
- −$433M
513 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
- MicrosoftMSFT5,656,313 shares · 46.2% of their software · price −$642M$1.8B−$500M
- CadenceCDNS1,422,149 shares · 8.7% of their software · price −$49.4M$343M+$9.1M
- Tyler TechnologiesTYL939,990 shares · 7.1% of their software · price −$105M$279M+$127M
- OracleORCL1,047,253 shares · 3.4% of their software · price −$50.1M$134M−$3.6M
- BroadridgeBR775,505 shares · 2.8% of their software · price −$47.1M$109M−$24.3M
- SalesforceCRM616,161 shares · 2.5% of their software · price −$48.2M$99.8M+$2.1M
- Palo Alto NetworksPANW567,684 shares · 2.0% of their software · price −$13.6M$79.0M+$15.9M
- Uber Technologies, Inc.UBER1,250,325 shares · 2.0% of their software · price −$12.2M$78.1M+$2.6M
- ShopifySHOP726,577 shares · 1.9% of their software · price −$30.8M$74.8M+$2.1M
- IntuitINTU189,516 shares · 1.8% of their software · price −$43.6M$71.1M−$1.5M
- ServiceNowNOW621,750 shares · 1.4% of their software · price −$30.2M$56.4MFlat
- AppLovinAPP159,158 shares · 1.4% of their software · price −$43.9M$55.0M+$1.1M
- CrowdStrikeCRWD150,928 shares · 1.3% of their software · price −$11.8M$51.1MFlat
- AdobeADBE236,959 shares · 1.3% of their software · price −$25.3M$50.0M−$8.1M
- Automatic Data Processing, Inc.ADP256,455 shares · 1.1% of their software · price −$13.9M$45.2M−$993K
- SynopsysSNPS131,261 shares · 1.1% of their software · price −$9.6M$45.2M−$13.0M
- Roper Technologies, Inc.ROP124,292 shares · 1.0% of their software · price −$11.3M$38.2M−$4.0M
- CloudflareNET162,372 shares · 0.7% of their software · price +$1.5M$29.1M−$842K
- AutodeskADSK132,140 shares · 0.7% of their software · price −$7.5M$27.5M+$3.5M
- FortinetFTNT380,634 shares · 0.7% of their software · price +$879K$27.0M−$514K
- SnowflakeSNOW189,232 shares · 0.6% of their software · price −$13.0M$24.8MFlat
- VeriSign, Inc.VRSN107,002 shares · 0.6% of their software · price +$579K$23.1M−$6.5M
- NetApp, Inc.NTAP250,505 shares · 0.6% of their software · price −$1.2M$22.3M−$2.0M
- VeriskVRSK133,734 shares · 0.6% of their software · price −$4.5M$22.0M−$2.3M
- Paychex, Inc.PAYX262,027 shares · 0.5% of their software · price −$5.3M$20.9M−$2.8M
- Fiserv, Inc.FISV408,085 shares · 0.5% of their software · price −$4.6M$19.8M−$1.5M
- F5, Inc.FFIV78,421 shares · 0.5% of their software · price +$2.7M$19.7M−$1.5M
- SS&CSSNC298,665 shares · 0.4% of their software · price −$5.9M$17.5M+$1.3M
- PTCPTC139,569 shares · 0.4% of their software · price −$4.4M$17.3M−$2.9M
- Check PointCHKP135,460 shares · 0.4% of their software · price −$5.8M$16.8M−$3.0M
- Strategy IncMSTR134,280 shares · 0.4% of their software · price −$3.6M$14.5M−$1.5M
- Block, Inc.XYZ277,142 shares · 0.4% of their software · price −$1.4M$14.5MFlat
- WorkdayWDAY126,848 shares · 0.4% of their software · price −$10.8M$14.3M−$3.3M
- DatadogDDOG136,629 shares · 0.4% of their software · price −$2.5M$14.0M+$2.0M
- ZoomZM180,050 shares · 0.3% of their software · price −$1.1M$12.6MFlat
- VeevaVEEV77,620 shares · 0.3% of their software · price −$3.7M$11.8M−$2.2M
- GoDaddyGDDY163,902 shares · 0.3% of their software · price −$6.8M$11.8M−$1.6M
- Fair IsaacFICO12,030 shares · 0.3% of their software · price −$7.5M$11.1M−$3.3M
- MongoDBMDB46,759 shares · 0.3% of their software · price −$8.2M$9.9M+$890K
- TwilioTWLO85,702 shares · 0.2% of their software · price −$1.4M$9.4MFlat
- Corpay, Inc.CPAY35,440 shares · 0.2% of their software$9.0MFlat
- OktaOKTA129,792 shares · 0.2% of their software · price −$1.0M$8.9M+$1.8M
- Gen DigitalGEN518,148 shares · 0.2% of their software · price −$4.3M$8.5M−$813K
- CoStarCSGP210,304 shares · 0.2% of their software · price −$5.7M$7.4M−$541K
- AkamaiAKAM72,698 shares · 0.2% of their software · price +$2.0M$7.2MFlat
- ZscalerZS56,746 shares · 0.2% of their software · price −$4.8M$6.9MFlat
- TrimbleTRMB121,834 shares · 0.2% of their software · price −$1.6M$6.9MFlat
- HubSpotHUBS29,554 shares · 0.2% of their software · price −$4.6M$6.3MFlat
- DynatraceDT192,086 shares · 0.2% of their software · price −$1.2M$6.2MFlat
- AtlassianTEAM84,400 shares · 0.1% of their software · price −$7.9M$5.0M−$1.9M
- Grab Holdings LimitedGRAB1,447,819 shares · 0.1% of their software · price −$1.9M$4.6MFlat
- DocuSignDOCU97,424 shares · 0.1% of their software · price −$2.0M$4.0M−$936K
- DescartesDSGX57,101 shares · 0.1% of their software · price −$919K$3.5MFlat
- FactSetFDS18,280 shares · 0.1% of their software · price −$1.3M$3.4MFlat
- PaycomPAYC25,976 shares · 0.1% of their software · price −$982K$2.7MFlat
- OpenTextOTEX131,536 shares · 0.1% of their software · price −$1.4M$2.5MFlat
- NutanixNTNX65,353 shares · 0.1% of their software · price −$894K$2.2MFlat
- Bentley SystemsBSY60,533 shares · 0.0% of their software$1.8MFlat