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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 32 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BLSH BULLISH Technology 120,000.0 $2.8M 0.00% -60K -33.3% $23.43 +29.8%
622 INSM INSMED INC Healthcare 26,115.0 $2.8M 0.00% +5K +25.7% $106.62 +18.0%
623 FISV FISERV INC Technology 56,358.0 $2.8M 0.00% -2K -4.1% $49.05 +7.2%
624 LZ LEGALZOOM COM INC Industrials 444,060.0 $2.7M 0.00% +151K +51.4% $6.13 -4.7%
625 GL GLOBE LIFE INC Financial Services 15,186.0 $2.7M 0.00% -4K -19.6% $178.68 -4.3%
626 HBAN HUNTINGTON BANCSHARES INC Financial Services 152,349.0 $2.7M 0.00% $17.73 -3.9%
627 FEDERATED HERMES INC 48,401.0 $2.7M 0.00% -172K -78.1% $55.22
628 CCC CCC INTELLIGENT SOLUTIONS HL Technology 515,904.0 $2.7M 0.00% NEW $5.16 +44.6%
629 KASPI KZ JSC 30,000.0 $2.6M 0.00% -15K -33.3% $86.64
630 FORM FORMFACTOR INC Technology 16,116.0 $2.6M 0.00% NEW $159.93 -28.6%
631 BSX BOSTON SCIENTIFIC CORP Healthcare 59,705.0 $2.5M 0.00% -46K -43.3% $42.68 +18.0%
632 SEB SEABOARD CORP DEL Industrials 570.0 $2.5M 0.00% -594.0 -51.0% $4464.33 -4.6%
633 FITB FIFTH THIRD BANCORP Financial Services 44,378.0 $2.5M 0.00% -2K -4.0% $56.37 -2.7%
634 OKE ONEOK INC NEW Energy 28,755.0 $2.5M 0.00% -1K -4.3% $86.94 +7.3%
635 YUM YUM BRANDS INC Consumer Cyclical 15,509.0 $2.5M 0.00% -3K -14.3% $159.86 -4.3%
636 NCNO NCINO INC Technology 151,168.0 $2.5M 0.00% -39K -20.4% $16.35 +26.1%
637 PRI PRIMERICA INC Financial Services 8,628.0 $2.5M 0.00% -4K -29.1% $284.20 +4.1%
638 PATH UIPATH INC Technology 224,298.0 $2.4M 0.00% $10.87 +50.8%
639 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 71,434.0 $2.4M 0.00% -29K -28.6% $34.00 +8.5%
640 QTWO Q2 HLDGS INC Technology 50,000.0 $2.4M 0.00% -8K -13.0% $48.10 +32.9%
Page 32 of 42  ·  837 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 39.2%
Financial Services 12.1%
Healthcare 10.4%
Communication Services 9.1%
Consumer Cyclical 9.1%
Industrials 7.2%
Consumer Defensive 4.4%
Basic Materials 2.8%
Energy 2.4%
Real Estate 1.8%