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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 34 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CDW CDW CORP Technology 18,489.0 $2.2M 0.00% -1K -6.7% $121.02 +11.4%
662 FITB FIFTH THIRD BANCORP Financial Services 46,210.0 $2.1M 0.00% $46.46 +11.8%
663 PAYP PAYPAY CORP Technology 100,000.0 $2.1M 0.00% NEW $21.34 -28.9%
664 CARR CARRIER GLOBAL CORPORATION Industrials 37,773.0 $2.1M 0.00% $56.31 +19.6%
665 PARR PAR PAC HOLDINGS INC Energy 33,782.0 $2.1M 0.00% +28K +462.4% $62.64 -8.8%
666 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,289.0 $2.0M 0.00% -2K -34.0% $474.56 -16.5%
667 TPG TPG INC Financial Services 50,000.0 $2.0M 0.00% NEW $40.51 +1.7%
668 VMI VALMONT INDS INC Industrials 5,057.0 $2.0M 0.00% -507.0 -9.1% $399.57 +34.1%
669 LAUR LAUREATE ED INC Consumer Defensive 57,800.0 $2.0M 0.00% -607.0 -1.0% $34.84 -2.0%
670 HSAI HESAI GROUP Consumer Cyclical 104,937.0 $2.0M 0.00% -44K -29.6% $19.12 +0.2%
671 DAR DARLING INGREDIENTS INC Consumer Defensive 32,409.0 $2.0M 0.00% -10K -23.3% $61.85 -5.6%
672 RF REGIONS FINANCIAL CORP NEW Financial Services 76,401.0 $2.0M 0.00% -14K -15.9% $26.12 +9.3%
673 MMS MAXIMUS INC Industrials 30,497.0 $2.0M 0.00% +2K +6.5% $64.10 -6.9%
674 MSGE SPHERE ENTERTAINMENT CO Communication Services 16,456.0 $1.9M 0.00% NEW $117.40 -38.5%
675 PAYX PAYCHEX INC Industrials 20,925.0 $1.9M 0.00% -591.0 -2.8% $92.12 +7.4%
676 DV DOUBLEVERIFY HLDGS INC Technology 199,579.0 $1.9M 0.00% +150K +306.4% $9.50 +8.0%
677 PAX PATRIA INVESTMENTS LIMITED Financial Services 150,000.0 $1.9M 0.00% $12.60 -9.5%
678 CSGP COSTAR GROUP INC Real Estate 46,018.0 $1.9M 0.00% -22K -32.5% $40.34 -17.2%
679 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,367.0 $1.8M 0.00% -778.0 -10.9% $290.49 -4.7%
680 EA ELECTRONIC ARTS INC Communication Services 8,939.0 $1.8M 0.00% $203.87 -0.3%
Page 34 of 43  ·  842 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%