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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM 842 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 381 Added 317 Reduced 49 Exited
Page 15 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FICO FAIR ISAAC CORP Technology 6,927.0 $7.4M 0.01% +4K +184.6% $1067.54 +13.1%
282 CFG CITIZENS FINL GROUP INC Financial Services 122,925.0 $7.4M 0.01% +100K +425.7% $59.97 +7.3%
283 BLDR BUILDERS FIRSTSOURCE INC Industrials 89,118.0 $7.3M 0.01% +32K +55.5% $82.33 -11.2%
284 FRT FEDERAL RLTY INVT TR NEW Real Estate 68,384.0 $7.3M 0.01% +16K +31.5% $106.21 +15.0%
285 CHRW C H ROBINSON WORLDWIDE IN Industrials 43,054.0 $7.1M 0.01% +18K +72.5% $166.07 +13.3%
286 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,191,287.0 $7.1M 0.01% +493K +70.7% $5.98 -52.3%
287 SNX TD SYNNEX CORPORATION Technology 41,512.0 $7.0M 0.01% +3K +6.7% $168.71 +61.1%
288 ROL ROLLINS INC Consumer Cyclical 130,596.0 $7.0M 0.01% +12K +10.1% $53.41 -12.8%
289 CHT CHUNGHWA TELECOM CO LTD Communication Services 164,044.0 $6.9M 0.01% +27K +19.9% $42.24 +4.2%
290 SRE SEMPRA Utilities 71,227.0 $6.9M 0.01% +41K +134.9% $97.17 -8.4%
291 GPN GLOBAL PMTS INC Industrials 102,233.0 $6.9M 0.01% +2K +1.5% $67.30 -4.2%
292 QLYS QUALYS INC Technology 76,601.0 $6.7M 0.01% +11K +16.4% $87.85 +25.6%
293 CIG CIA ENERGETICA DE MINAS GERA Utilities 2,807,580.0 $6.7M 0.01% +34K +1.2% $2.39 -14.6%
294 CTAS CINTAS CORP Industrials 39,375.0 $6.7M 0.01% +514.0 +1.3% $169.14 +2.7%
295 SYY SYSCO CORP Consumer Defensive 91,597.0 $6.5M 0.01% +46K +99.3% $71.33 +7.2%
296 GLPI GAMING & LEISURE P Real Estate 145,061.0 $6.4M 0.01% +127K +710.9% $44.37 +4.9%
297 BLSH BULLISH Technology 180,000.0 $6.4M 0.01% +20K +12.5% $35.73 -23.8%
298 IVZ INVESCO LTD Financial Services 256,836.0 $6.2M 0.01% +2K +0.6% $24.29 +13.4%
299 FIS FIDELITY NATL INFORMATION SV Technology 131,426.0 $6.2M 0.01% +79K +148.9% $46.91 -15.7%
300 YALA YALLA GROUP LTD Technology 967,389.0 $6.0M 0.01% +25K +2.7% $6.23 -14.3%
Page 15 of 20  ·  381 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 13.1%
Communication Services 11.1%
Healthcare 10.7%
Consumer Cyclical 9.6%
Industrials 6.8%
Consumer Defensive 4.7%
Basic Materials 3.5%
Energy 3.3%
Real Estate 1.8%