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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 4 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $663.8M Estimated from net added shares
Reduction amount $300.3M Estimated from net reduced shares
Net share change / base shares +61.1% +1,258,917 / 2,060,217
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$13.1M
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 0 Last 4 periods +146,197 (New) 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 4 periods +1,729,546 (New) Total shares 1,729,546 Value $612.0M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.1% 13F value change -$5.7M
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 253,492 Last 4 periods -67,333 (-26.6%) Total shares 186,159 Value $65.9M
Akre Capital Management Chuck Akre 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.7% 13F value change -$38.5M
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 1,449,188 Last 4 periods -191,956 (-13.2%) Total shares 1,257,232 Value $444.9M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Unchanged Shares 0.0% 13F value change $0
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 4 periods -31,425 (-100.0%) Total shares 0 Value $0
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 0.5% 13F value change -$6.4M
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 326,112 Last 4 periods -326,112 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$333.0M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Mar Vista Investment Partners 4 filing periods
13F 2025-03-31 Filed 2025-04-30
New Shares - 13F value change +$24.2M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.