NASDAQ · Technology

ROPER TECHNOLOGIES INC ROP

Roper Technologies, Inc. designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Vertical Software / Industrials

Company profile

Business mix

  • Its Application Software segment offers comprehensive management, diagnostic and laboratory information management, enterprise software and information solutions, K-12 school administration, transportation management.
  • The Network Software segment provides cloud-based data, collaboration, and estimating automation software.
  • The Technology Enabled Products segment offers ultrasound procedures accessories; dispensers and metering pumps; wireless sensor network and solutions; automated surgical scrub and linen dispensing equipment; water meters.
  • It distributes and sells its products through direct sales offices, manufacturers’ representatives, resellers, and distributors.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.79 FCF 7.61% Buyback 0.72%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.8% $612.0M 2026-03-31
Akre Capital Management Chuck Akre 7.3% $444.9M 2026-03-31
Baron Capital Ron Baron 0.2% $65.9M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $51.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 5 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $693.8M Estimated from net added shares
Reduction amount $199.6M Estimated from net reduced shares
Net share change / base shares +84.4% +1,519,636 / 1,799,498
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 118.1% 13F value change +$21.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 67,043 Last 1 periods +79,154 (+118.1%) Total shares 146,197 Value $51.7M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$612.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +1,729,546 (New) Total shares 1,729,546 Value $612.0M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.3% 13F value change -$26.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 207,437 Last 1 periods -21,278 (-10.3%) Total shares 186,159 Value $65.9M
Akre Capital Management Chuck Akre 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 13.8% 13F value change -$47.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,105,153 Last 1 periods +152,079 (+13.8%) Total shares 1,257,232 Value $444.9M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$16.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 36,550 Last 1 periods -36,550 (-100.0%) Total shares 0 Value $0
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Sold out Shares -100.0% 13F value change -$127.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 287,318 Last 1 periods -287,318 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$28.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 56,448 Last 1 periods -56,448 (-100.0%) Total shares 0 Value $0
Mar Vista Investment Partners 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$19.7M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 39,549 Last 1 periods -39,549 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.