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What smart money is saying about Roper TechnologiesUnited States flag

ROP · Technology · Software - Application · Market cap $33.33B

4 funds in our archive have pitched Roper Technologies — most recently Harris Associates U.S. Large Value Strategy in March 2026.

Company profile

Roper Technologies, Inc., established in 1981 and based in Sarasota, Florida (formerly known as Roper Industries, Inc. until 2015), operates as a diversified technology company. It specializes in developing and delivering advanced software solutions alongside highly engineered products for a wide range of industries. Its extensive software portfolio includes enterprise and financial management systems, cloud-based analytics for sectors like insurance and healthcare, campus and supply chain management tools, and specialized applications for areas such as foodservice, visual effects, and data collaboration. Complementing this, Roper designs and manufactures a diverse array of engineered products, encompassing precision testing instruments for materials like rubber and plastic, medical devices (such as ultrasound accessories), flow and control components (including valves, pumps, and meters), automated dispensing and monitoring equipment (like leak detection and vibration monitoring systems), and various sensors for industrial and utility applications.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q2 2026, 1 fund letter reported a position in Roper Technologies, with no move described.

Fund letters reporting a position in Roper Technologies, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20260002
Q4 20250001
Q2 20250001

Fund activity · 1 position

  • HoldsGuinness Global Innovators Fund
    June 2026
    However, the Fund’s zero allocation to these names, alongside stock- specific issues from Intuit (-14.7%) and Roper (-7.8%), contributed to negative stock selection within the Software Industry.
    Read the letterRoper Technologies

Fund coverage · 4 theses

  • Harris Associates U.S. Large Value Strategy
    March 2026

    Roper Technologies offers a deep moat, strong margins, and a cash-generative model with attractive growth prospects.

    Read the full thesis
  • Oakmark Equity and Income Fund
    March 2026

    Roper Technologies, Inc. is a capital-light vertical software compounder with durable moats, strong margins, and discounted valuation.

    Read the full thesis
  • Guinness Global Quality Mid Cap
    December 2025

    Roper Technologies is a vertical software compounder using disciplined M&A and organic growth to generate strong free cash flow and durable value creation.

    Read the full thesis
  • Guinness Global Quality Mid Cap
    June 2025

    Roper Technologies is a long-term investor in vertical software companies, focusing on organic growth and cash flow generation, while capitalizing on the current market conditions to expand its portfolio.

    Read the full thesis

Read every full thesis on Roper Technologies

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