ROP
Roper Technologies Inc
4 super-investors hold ROP worth a combined $2.28B. The largest position: Chuck Akre at 7.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 30 — ranked #392 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own ROP
Chuck Akre remains the highest-conviction holder, with ROP representing 7.3% of his portfolio and $445M in value — by far the most concentrated bet in the cohort. Dodge & Cox holds the largest dollar position at $1.2B, while Bill Nygren carries $612M at a modest 0.8% weight. The story this quarter is one of quiet attrition: Wallace Weitz exited entirely in 2026Q1, continuing a multi-quarter erosion in cohort ownership that has run from a low of just one holder two years ago back up to four today. No one added or initiated. With four holders, flat activity, and one exit, interest in ROP within this cohort appears stable at best — anchored by Akre's long-term conviction rather than any broadening enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.7% | 2q | $1.18B | 3,343,694 |
| 2 | Bill Nygren | 0.8% | — 1q | $612M | 1,729,546 |
| 3 | Chuck Akre | 7.3% | 40q | $445M | 1,257,232 |
| 4 | Joel Greenblatt | <0.1% | 39q | $39M | 110,512 |
Owners of ROP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | EXIT | 1.0% | -100% | $0 | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 776696106. Not investment advice.