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 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 6 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $655.9M Estimated from net added shares
Reduction amount $647.6M Estimated from net reduced shares
Net share change / base shares +23.8% +638,651 / 2,680,483
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 9.1% 13F value change +$643,608
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 57.4% 13F value change +$8.6M
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 22,274 Last 3 periods +123,923 (+556.4%) 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 3 periods +1,729,546 (New) Total shares 1,729,546 Value $612.0M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -10.9% 13F value change -$31.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.2% 13F value change -$20.4M
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 253,672 Last 3 periods -67,513 (-26.6%) Total shares 186,159 Value $65.9M
Akre Capital Management Chuck Akre 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -19.6% 13F value change -$239.1M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -4.5% 13F value change -$84.9M
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 1,439,468 Last 3 periods -182,236 (-12.7%) Total shares 1,257,232 Value $444.9M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 16.3% 13F value change +$598,169
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 31,425 Last 3 periods -31,425 (-100.0%) Total shares 0 Value $0
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 7.3% 13F value change -$10.4M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -18.3% 13F value change -$47.5M
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 327,846 Last 3 periods -327,846 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -41.6% 13F value change -$146.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -82.9% 13F value change -$158.7M
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 564,799 Last 3 periods -564,799 (-100.0%) Total shares 0 Value $0
Mar Vista Investment Partners 3 filing periods
13F 2025-06-30 Filed 2025-08-11
Minor increase Shares 1.4% 13F value change -$603,550
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -4.9% 13F value change -$3.8M
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 40,999 Last 3 periods -40,999 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.