HolderBook

ROPER TECHNOLOGIES INC (ROP)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

39
Reporting holders
$104.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,044
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$67.1M192,1630.90%26q+5.4%+$3.4M
DUDLEY & SHANLEY, INC.$20.0M57,3253.18%32q+2766.2%+$19.3M
NORTH POINT PORTFOLIO MANAGERS CORP/OH$6.6M18,7781.10%32q-6.5%-$459.5K
GAMMA Investing LLC$1.8M5,2290.06%12q+19.0%+$291.4K
MassMutual Private Wealth & Trust, FSB$1.3M3,7030.03%32q-88.3%-$9.8M
Farther Finance Advisors, LLC$1.2M3,3230.01%16q+2.0%+$23.1K
Plan A Wealth LLC$731.4K2,0930.26%7q+5.7%+$39.5K
Central Pacific Bank - Trust Division$663.9K1,9000.07%3qHELD
TrueWealth Advisors, LLC$588.1K1,6830.13%24q-12.5%-$84.2K
Dorato Capital Management$515.6K1,4380.34%4q+31.3%+$123.0K
Stokes Capital Advisors, LLC$386.1K1,1050.08%32qHELD
Lincoln Capital LLC$367.1K1,0500.06%32qHELD
TOTH FINANCIAL ADVISORY CORP$356.7K1,0210.04%27q+116.8%+$192.2K
Red Spruce Capital, LLC$314.8K9010.11%2qHELD
Avidian Wealth Enterprises, LLC$285.7K8180.01%3q-18.4%-$64.3K
Valeo Financial Advisors, LLC$284.4K8140.01%6q+37.3%+$77.2K
Wedmont Private Capital$282.7K7760.01%16q+26.6%+$59.4K
Montecito Bank & Trust$240.7K6890.04%31qHELD
Roxbury Financial LLC$223.5K6400.17%8q-14.4%-$37.7K
CONGRESS ASSET MANAGEMENT CO$215.6K6170.00%32q-1.6%-$3.5K
Everhart Financial Group, Inc.$205.5K5880.01%2q-6.4%-$14.0K
Hickory Point Bank & Trust$170.5K4880.10%8q-3.6%-$6.3K
CoreCap Advisors, LLC$119.5K3410.00%9q+160.3%+$73.6K
Versant Capital Management, Inc$83.9K2400.01%32q+44.6%+$25.9K
BURKETT FINANCIAL SERVICES, LLC$55.2K1580.02%2q+587.0%+$47.2K
FIRST COMMUNITY TRUST NA$40.2K1150.01%20qHELD
EASTERN BANK$30.7K880.00%9qHELD
Bullock Wealth Management Group$16.3K450.01%11qHELD
ELEVATION WEALTH PARTNERS, LLC$14.7K420.00%15q+366.7%+$11.5K
GK Wealth Management LLC$11.8K340.01%newNEW
Mn Services Vermogensbeheer B.V.$10.7K30,5660.08%31q+4.8%
Grove Bank & Trust$10.1K290.00%16qHELD
AMERICAN NATIONAL BANK & TRUST$4.9K140.00%32q-61.1%-$7.7K
Rosenberg Matthew Hamilton$3.5K100.00%11qHELD
ATWOOD & PALMER INC$2.8K80.00%11qHELD
Marquette Asset Management, LLC$2.8K80.00%2q-20.0%
Planning Strategies Inc.$2.8K80.00%2q+60.0%+$1.0K
Retirement Wealth Solutions LLC$1.7K50.00%newNEW
Noble Wealth Management PBC$1.4K40.00%2qHELD
Davis Capital Management$1.0K30.00%5q+50.0%
CX Institutional$4511,2920.01%15q+1.0%
NEVILLE RODIE & SHAW INC$2276500.02%32qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AThe WindAcre Partnership LLCwith 2 co-filers8.6%
2026-08-1313GDodge & Cox7.0%
2026-08-0713GSTATE STREET CORPORATION5.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-012026-09-29Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-24WALLMAN RICHARD FDirectorSold6,434$2.3M
2026-07-27Stipancich John KEVP, Chief Legal Officer & SecSold2,000$758.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202639$104.3M298,294215100.0%
Q2 20261,083$37.1B111,769,113843145100.4%
Q1 20261,145$35.6B99,751,6171133684850.6%
Q4 20251,261$46.5B103,849,464994004970.5%
Q3 20251,286$49.4B98,919,277934684510.1%
Q2 20251,348$58.2B101,551,8981084934400.1%
Q1 20251,320$58.5B99,255,7201474564300.2%
Q4 20241,308$52.6B101,317,278764304570.1%
Q3 20241,252$55.5B99,228,377804214450.6%
Q2 20241,254$56.9B100,253,6911054913700.6%
Q1 20241,242$60.8B107,758,008964483840.7%
Q4 20231,218$57.3B104,373,6391154024060.7%
Q3 20231,114$48.8B100,362,042893903520.5%
Q2 20231,082$48.5B100,591,213773673840.3%
Q1 20231,077$44.2B101,764,803873723580.1%
Q4 20221,073$42.9B99,284,9331163613280.2%
Q3 20221,005$36.2B100,092,579543653600.3%
Q2 20221,050$39.2B99,089,468833743660.3%
Q1 20221,060$46.7B98,814,975783963490.2%
Q4 20211,048$48.3B98,166,508843822980.4%
Q3 2021975$43.3B96,992,589733462900.1%
Q2 2021964$46.4B98,254,170753652950.4%
Q1 2021962$39.4B97,121,914803803170.5%
Q4 2020974$42.9B97,946,579753773180.3%
Q3 2020936$38.6B97,550,977893323070.1%
Q2 2020906$38.4B98,322,5391263232850.2%
Q1 2020838$30.6B97,913,056703142950.3%
Q4 2019863$35.4B99,631,147672513030.3%
Q3 2019812$35.2B98,221,342562822980.5%
Q2 2019810$36.1B97,626,7651002502810.4%
Q1 2019763$33.6B97,927,463742572720.3%
Q4 2018761$26.1B97,638,492812150.3%