Generalist · ST. Louis, MO
Stifel Financial Corp
- Software
- $5.2B
- Weight of 13F
- 4.0%
- Names
- 94
- Vs prior quarter
- +$295M
Filed 12 August 2026.
8,946 positions in the whole 13F.
Software held
- MicrosoftMSFT6,433,235 shares · 46.1% of their software$2.4B−$66.9M
- Palo Alto NetworksPANW2,108,508 shares · 13.8% of their software$719M+$372M
- CrowdStrikeCRWD342,558 shares · 5.0% of their software$261M+$121M
- ServiceNowNOW2,130,971 shares · 4.1% of their software$212M+$13.0M
- BroadridgeBR1,442,502 shares · 3.8% of their software$198M−$34.5M
- AdobeADBE936,022 shares · 3.7% of their software$192M−$25.5M
- OracleORCL1,185,736 shares · 3.3% of their software$171M+$4.0M
- SalesforceCRM964,601 shares · 2.9% of their software$151M−$39.2M
- PalantirPLTR955,741 shares · 2.1% of their software$112M−$48.8M
- FortinetFTNT703,513 shares · 2.1% of their software$108M+$49.8M
- IntuitINTU189,077 shares · 0.9% of their software$49.4M−$93.6M
- CloudflareNET157,370 shares · 0.7% of their software$38.6M+$14.0M