What smart money is saying about Roper Technologies
4 funds in our archive have pitched Roper Technologies, most recently Harris Associates U.S. Large Value Strategy in March 2026.
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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Position history
Between Q1 2025 and Q3 2026, 6 fund letters reported a position in Roper Technologies, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 2 |
| Q4 2025 | 2 | 0 | 1 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 1 move
- August 2026
“with Roper (+16.1%) and Salesforce (+17.5%) outperforming the industry.”
Roper Technologies - 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.”
Roper Technologies - HoldsAkre Focus ETFJune 2026
“Roper Technologies, Inc. 6.9%”
Roper Technologies - December 2025
“After a decade-long partnership with Roper Technologies (ROP), we have made a strategic decision to exit our position.”
Roper Technologies - HoldsAkreDecember 2025
“Our 2025 performance was impacted by drawdowns in several names including: Constellation Software (down 22.00% in 2025 in US Dollar terms), Roper Technologies (down 13.84% in 2025),”
Roper Technologies - March 2025
“In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation.”
Roper Technologies
Also mentioned · 2
These funds discuss Roper Technologies as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedChoice Equities CMJune 2025
“Some parallels can be drawn by examining the long-term success of companies like Roper Technologies, Inc. (ROP), given a shared philosophical view in how the application of a lean and Kaizen focused operational playbook can be supplemented with smart acquisitions informed by the 80/20 philosophy to shape an attractive portfolio of businesses.”
Roper Technologies - September 2023
“There are basically three types of serial acquirers: Constellation and its affiliates, Nordic’s, and Roper Technology.”
Roper Technologies
Fund coverage · 4 theses
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 FundMarch 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 CapDecember 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 CapJune 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.
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