Value-investing giant Dodge & Cox significantly increased its position in Roper Technologies during the second quarter of 2026, purchasing an estimated $1.26 billion worth of the software and engineering firm's shares. The addition of roughly 3.72 million shares boosted its total holdings by over 111% to 7.06 million.
This trade information comes from a quarterly 13F filing, which discloses positions held as of June 30, 2026, and was made public by the SEC on August 13. These filings are delayed, so the trades occurred at some point during the second quarter. The increased investment has made Roper Technologies a more significant holding in Dodge & Cox's portfolio, with its weight increasing from 0.65% to 1.25%.