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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $81.4B AUM 837 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 345 Added 344 Reduced 66 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROIV ROIVANT SCIENCES LTD Healthcare 15,698.0 $556K 0.00% NEW $35.39 +4.1%
42 KMT KENNAMETAL INC Industrials 14,471.0 $507K 0.00% NEW $35.05 -15.0%
43 ASTS AST SPACEMOBILE INC Technology 5,436.0 $483K 0.00% NEW $88.86 -26.8%
44 KE KIMBALL ELECTRONICS INC Industrials 17,759.0 $455K 0.00% NEW $25.60 -7.9%
45 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,624.0 $410K 0.00% NEW $88.60 -36.1%
46 PAYO PAYONEER GLOBAL INC Technology 53,984.0 $384K NEW $7.12 -0.4%
47 RPM RPM INTL INC Basic Materials 3,278.0 $364K NEW $111.15 -0.8%
48 CVLT COMMVAULT SYS INC Technology 2,511.0 $356K NEW $141.73 -7.1%
49 OUTFRONT MEDIA INC 8,675.0 $284K NEW $32.76
50 WTS WATTS WATER TECHNOLOGIES INC Industrials 685.0 $268K NEW $391.45 -5.5%
51 MYRG MYR GROUP INC Industrials 534.0 $267K NEW $500.40 -36.5%
52 ARCB ARCBEST CORP Industrials 1,822.0 $262K NEW $143.54 -5.3%
53 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 8,138.0 $259K NEW $31.80 +7.7%
54 OIS OIL STS INTL INC Energy 31,614.0 $253K NEW $8.01 +8.6%
55 FN FABRINET Technology 426.0 $239K NEW $562.08 -20.9%
56 ATEN A10 NETWORKS INC Technology 6,381.0 $238K NEW $37.36 -31.7%
57 IAC PEOPLE INC Technology 4,837.0 $223K NEW $46.16 -14.4%
58 PRGS PROGRESS SOFTWARE CORP Technology 6,575.0 $221K NEW $33.58 +28.7%
59 PFBC PREFERRED BK LOS ANGELES CA Financial Services 1,995.0 $212K NEW $106.26 -2.5%
60 ABEV AMBEV SA Consumer Defensive 58,313.0 $183K NEW $3.14 -9.9%
Page 3 of 4  ·  61 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 38.6%
Financial Services 11.9%
Communication Services 10.4%
Healthcare 10.2%
Consumer Cyclical 8.9%
Industrials 7.1%
Consumer Defensive 4.3%
Basic Materials 2.7%
Energy 2.3%
Real Estate 1.8%