Generalist · ST. Louis, MO
Stifel Financial
Q1 2017 · compared with Q4 2016
Filed as Stifel Financial Corp
- Software
- $837M
- Weight of 13F
- 3.3%
- Names
- 52
- Net bought
- +$53.4M
Filed 10 May 2017 · SEC filing.
2,423 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026148 names$6.3B−$48.2M
- Q1 2026146 names$5.9B−$99.5M
- Q4 2025152 names$7.7B−$608M
- Q3 2025156 names$9.0B−$140M
- Q2 2025146 names$9.1B−$9.5M
- Q1 2025146 names$7.4B+$325M
- Q4 2024147 names$7.7B+$11.4M
- Q3 2024142 names$7.5B+$242M
- Q2 2024139 names$7.3B−$121M
- Q1 2024136 names$7.3B+$171M
- Q4 2023131 names$6.6B+$43.7M
- Q3 2023128 names$5.6B+$276M
- Q2 2023134 names$5.5B−$18.2M
- Q1 2023131 names$4.8B+$56.7M
- Q4 2022125 names$4.0B−$2.2M
- Q3 2022122 names$3.9B+$378M
- Q2 2022127 names$4.2B+$374M
- Q1 2022130 names$5.3B+$15.9M
- Q4 2021128 names$5.9B+$138M
- Q3 2021122 names$5.2B+$129M
- Q2 2021116 names$4.9B+$682M
- Q1 2021115 names$4.2B+$69.2M
- Q4 2020110 names$4.1B+$144M
- Q3 202095 names$3.5B+$101M
- Q2 202089 names$3.2B+$66.1M
- Q1 202084 names$2.4B−$277M
- Q4 201987 names$2.8B+$614M
- Q3 201978 names$2.0B−$56.0M
- Q2 201979 names$2.1B+$213M
- Q1 201973 names$1.7BFlat
- Q4 201870 names$1.4B+$59.9M
- Q3 201870 names$1.6B−$2.2M
- Q2 201866 names$1.4B+$40.4M
- Q1 201860 names$1.2B+$57.2M
- Q4 201753 names$1.1B+$32.2M
- Q3 201750 names$949M+$57.5M
- Q2 201752 names$843M−$42.9M
- Q1 201752 names$837M+$53.4M
- Q4 201649 names$731M+$15.5M
- Q3 201646 names$685M+$34.5M
- Q2 201643 names$598M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,055,870 shares · 47.7% of their software · price +$22.5M$399M+$11.5M
- OracleORCL1,507,881 shares · 8.0% of their software · price +$9.3M$67.2M+$4.5M
- IntuitINTU424,497 shares · 5.9% of their software · price +$586K$49.2M+$2.7M
- AdobeADBE340,145 shares · 5.3% of their software · price +$9.2M$44.2M+$20.1M
- Automatic Data Processing, Inc.ADP358,517 shares · 4.4% of their software$36.7M+$1.1M
- AkamaiAKAM289,281 shares · 2.1% of their software · price −$2.0M$17.3MFlat
- NetApp, Inc.NTAP398,478 shares · 2.0% of their software · price +$2.6M$16.7MFlat
- Roper Technologies, Inc.ROP74,594 shares · 1.8% of their software · price +$1.7M$15.4MFlat
- SalesforceCRM185,534 shares · 1.8% of their software · price +$2.6M$15.3M+$539K
- Euronet Worldwide, Inc.EEFT150,208 shares · 1.5% of their software · price +$2.0M$12.8M+$1.8M
- Fiserv, Inc.FISV111,221 shares · 1.5% of their software · price +$1.0M$12.8MFlat
- AutodeskADSK121,523 shares · 1.3% of their software · price +$1.5M$10.5M+$622K
- TrimbleTRMB323,573 shares · 1.2% of their software · price +$602K$10.3M−$703K
- SAPSAP101,118 shares · 1.2% of their software · price +$1.2M$9.9MFlat
- Manhattan AssociatesMANH164,900 shares · 1.0% of their software$8.6M+$1.1M
- F5, Inc.FFIV56,879 shares · 1.0% of their software$8.1MFlat
- VeriskVRSK99,362 shares · 1.0% of their software$8.0MFlat
- OpenTextOTEX230,777 shares · 0.9% of their software · price −$6.4M$7.8M+$11.2M
- Check PointCHKP65,472 shares · 0.8% of their software · price +$1.2M$6.7MFlat
- Sabre CorporationSABR317,460 shares · 0.8% of their software · price −$1.2M$6.7M+$6.4M
- Paychex, Inc.PAYX111,655 shares · 0.8% of their software$6.6MFlat
- Palo Alto NetworksPANW51,131 shares · 0.7% of their software · price −$633K$5.8M−$9.1M
- Amdocs LimitedDOX91,719 shares · 0.7% of their software$5.6MFlat
- VeevaVEEV104,999 shares · 0.6% of their software · price +$1.1M$5.4M+$866K
- FactSetFDS32,628 shares · 0.6% of their software$5.4M+$988K
- VeriSign, Inc.VRSN52,626 shares · 0.5% of their software · price +$581K$4.6MFlat
- InterDigital, Inc.IDCC51,703 shares · 0.5% of their software$4.5MFlat
- TeradataTDC132,309 shares · 0.5% of their software · price +$523K$4.1MFlat
- BroadridgeBR60,578 shares · 0.5% of their software$4.1MFlat
- SynopsysSNPS54,221 shares · 0.5% of their software · price +$720K$3.9MFlat
- ShopifySHOP41,267 shares · 0.3% of their software · price +$1.0M$2.8MFlat
- PTCPTC52,118 shares · 0.3% of their software$2.7MFlat
- ServiceNowNOW23,427 shares · 0.2% of their software$2.1M+$614K
- FortinetFTNT49,879 shares · 0.2% of their software$1.9MFlat
- CoStarCSGP8,609 shares · 0.2% of their software$1.8MFlat
- ProgressPRGS51,978 shares · 0.2% of their software$1.5MFlat
- TwilioTWLO43,533 shares · 0.2% of their software$1.3M+$729K
- The Trade DeskTTD32,916 shares · 0.1% of their software$1.2MNew · +$911K
- Tyler TechnologiesTYL7,158 shares · 0.1% of their software$1.1MFlat
- 8x8EGHT65,333 shares · 0.1% of their software$996K—
- BlackbaudBLKB10,923 shares · 0.1% of their software$839KFlat
- Fair IsaacFICO6,352 shares · 0.1% of their software$819KFlat
- ACI WorldwideACIW26,542 shares · 0.1% of their software$566KFlat
- NutanixNTNX29,075 shares · 0.1% of their software$546KNew · +$772K
- GoDaddyGDDY13,776 shares · 0.1% of their software$521KFlat
- PaycomPAYC8,554 shares · 0.1% of their software$491KFlat
- Block, Inc.XYZ26,635 shares · 0.1% of their software$461KFlat
- GuidewireGWRE7,186 shares · 0.0% of their software$402KFlat
- HubSpotHUBS6,035 shares · 0.0% of their software$365KNew · Flat
- WorkdayWDAY4,192 shares · 0.0% of their software$349KFlat
- MorningstarMORN3,696 shares · 0.0% of their software$293KFlat
- BoxBOX13,675 shares · 0.0% of their software$222KNew · Flat