
What smart money is saying about Roper Technologies, Inc.
4 funds in our archive have pitched Roper Technologies, Inc. — most recently Oakmark Equity and Income Fund in March 2026.
Roper Technologies, Inc. designs and develops software, and engineered products and solutions. The company offers management, campus solutions, diagnostic and laboratory information management, enterprise management, information solutions, transportation management, financial and compliance management, and cloud-based financial analytics and performance management software; cloud-based software to the property and casualty insurance industry; and software, services, and technologies for foodservice operations. It also provides cloud-based data, collaboration, and estimating automation software; electronic marketplace; visual effects and 3D content software; wireless sensor network and solutions; cloud-based software for the life insurance and financial services industries; supply chain software; health care service and software; RFID card readers; data analytics and information; and pharmacy software solutions. In addition, the company offers precision rubber and polymer testing instruments, and data analysis software; ultrasound accessories; testing and analyzing plastic solutions; dispensers and metering pumps; control valves; precision weighing equipment; automated surgical scrub and linen dispensing equipment; water meters; optical and electromagnetic measurement systems; automated leak detection equipment; medical devices; products and services for water and gas utilities; and equipment and consumables. It also provides temperature control and emergency shutoff valves; turbomachinery control hardware, software, and services; specialized pumps; flow meter calibrators and controllers; vibration monitoring systems and controls; analytical instrument; drilling power section; and pressure and level sensors. The company was formerly known as Roper Industries, Inc. and changed its name to Roper Technologies, Inc. in April 2015. The company was incorporated in 1981 and is based in Sarasota, Florida.
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Position history
Between Q2 2025 and Q3 2026, 3 fund letters reported a position in Roper Technologies, Inc., with no move described.
| 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 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions
- August 2026
“with Roper (+16.1%) and Salesforce (+17.5%) outperforming the industry.”
Roper Technologies, Inc. - 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, Inc. - HoldsAkre Focus ETFJune 2026
“Roper Technologies, Inc. 6.9%”
Roper Technologies, Inc.
Fund coverage · 4 theses
- 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 Roper Technologies offers a deep moat, strong margins, and a cash-generative model with attractive growth prospects.
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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