13F Portfolios

WINDACRE PARTNERSHIP LLC: ROPER TECHNOLOGIES INC (ROP): Quarterly 13F Position History

As of Q2 2026, WINDACRE PARTNERSHIP LLC reported 8,630,200 shares of ROPER TECHNOLOGIES INC (ROP), worth $2.9B and representing 28.9% of its 13F equity book. Quarter-over-quarter share count change: + 1,132,200 (+15.1%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 8,630,200 +1,132,200 +15.1% $2.9B 28.9% $338.4
Q1 2026 7,498,000 +4,401,900 +142.2% $2.7B 28.4% $353.9
Q4 2025 3,096,100 $1.4B 14.8% $445.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did WINDACRE PARTNERSHIP LLC first disclose a ROP position in 13F-HR filings?

WINDACRE PARTNERSHIP LLC first reported ROPER TECHNOLOGIES INC (ROP) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was WINDACRE PARTNERSHIP LLC's most recent quarter-over-quarter share-count change in ROP?

Between Q1 2026 and Q2 2026, WINDACRE PARTNERSHIP LLC added 1,132,200 shares of ROP (+15.1%), bringing the total reported position to 8,630,200 shares at a market value of $2.9B.

Does the implied price-per-share represent WINDACRE PARTNERSHIP LLC's cost basis in ROP?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.