Generalist · ST. Louis, MO
Stifel Financial
Q3 2017 · compared with Q2 2017
Filed as Stifel Financial Corp
- Software
- $949M
- Weight of 13F
- 3.3%
- Names
- 50
- Net bought
- +$57.5M
Filed 13 November 2017 · SEC filing.
2,494 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
- MicrosoftMSFT5,323,870 shares · 41.8% of their software · price +$29.6M$396M+$4.2M
- OracleORCL1,960,428 shares · 10.0% of their software · price −$3.5M$94.8M+$12.3M
- AdobeADBE497,809 shares · 7.8% of their software · price +$3.9M$74.2M+$8.5M
- IntuitINTU416,431 shares · 6.2% of their software · price +$3.9M$59.2MFlat
- SalesforceCRM566,008 shares · 5.6% of their software · price +$3.9M$52.8M+$24.4M
- Automatic Data Processing, Inc.ADP292,848 shares · 3.4% of their software · price +$2.0M$32.0M−$5.6M
- NetApp, Inc.NTAP394,667 shares · 1.8% of their software · price +$1.5M$17.3MFlat
- Roper Technologies, Inc.ROP66,717 shares · 1.7% of their software · price +$792K$16.2MFlat
- AutodeskADSK144,270 shares · 1.7% of their software · price +$1.7M$16.2M+$1.6M
- Paychex, Inc.PAYX253,259 shares · 1.6% of their software · price +$765K$15.2M+$8.1M
- Euronet Worldwide, Inc.EEFT151,944 shares · 1.5% of their software · price +$1.1M$14.4M+$754K
- Fiserv, Inc.FISV101,444 shares · 1.4% of their software · price +$672K$13.1MFlat
- AkamaiAKAM256,735 shares · 1.3% of their software$12.5M+$5.8M
- SAPSAP105,919 shares · 1.2% of their software · price +$527K$11.6MFlat
- TrimbleTRMB288,099 shares · 1.2% of their software · price +$1.0M$11.3MFlat
- CoStarCSGP37,261 shares · 1.1% of their software$10.0MFlat
- VeriskVRSK109,275 shares · 1.0% of their software$9.1MFlat
- OpenTextOTEX280,797 shares · 1.0% of their software$9.1M+$910K
- Check PointCHKP66,401 shares · 0.8% of their software$7.6MFlat
- F5, Inc.FFIV61,491 shares · 0.8% of their software$7.4MFlat
- VeevaVEEV117,663 shares · 0.7% of their software · price −$577K$6.6M+$1.1M
- VeriSign, Inc.VRSN54,688 shares · 0.6% of their software · price +$734K$5.8MFlat
- Palo Alto NetworksPANW36,898 shares · 0.6% of their software$5.3MFlat
- BroadridgeBR62,328 shares · 0.5% of their software$5.0MFlat
- FactSetFDS26,424 shares · 0.5% of their software$4.8MFlat
- Amdocs LimitedDOX71,696 shares · 0.5% of their software$4.6MFlat
- SynopsysSNPS55,924 shares · 0.5% of their software$4.5MFlat
- Sabre CorporationSABR219,598 shares · 0.4% of their software · price −$806K$4.0MFlat
- InterDigital, Inc.IDCC54,198 shares · 0.4% of their software$4.0MFlat
- PTCPTC55,094 shares · 0.3% of their software$3.1MFlat
- TeradataTDC91,435 shares · 0.3% of their software$3.1M−$1.2M
- Manhattan AssociatesMANH52,857 shares · 0.2% of their software$2.2M+$739K
- ProgressPRGS55,128 shares · 0.2% of their software$2.1MFlat
- Tyler TechnologiesTYL11,265 shares · 0.2% of their software$2.0M+$698K
- ServiceNowNOW12,873 shares · 0.2% of their software$1.5MFlat
- ShopifySHOP12,489 shares · 0.2% of their software$1.5MFlat
- Block, Inc.XYZ42,648 shares · 0.1% of their software$1.2MFlat
- FortinetFTNT26,482 shares · 0.1% of their software$946KFlat
- PaycomPAYC12,630 shares · 0.1% of their software$946KFlat
- BlackLineBL22,183 shares · 0.1% of their software$757K−$1.5M
- Fair IsaacFICO4,824 shares · 0.1% of their software$678KFlat
- ACI WorldwideACIW26,499 shares · 0.1% of their software$606KFlat
- GuidewireGWRE7,230 shares · 0.1% of their software$560KFlat
- HubSpotHUBS6,510 shares · 0.1% of their software$543KFlat
- BlackbaudBLKB5,820 shares · 0.1% of their software$512KFlat
- TwilioTWLO14,675 shares · 0.0% of their software$438K−$513K
- MorningstarMORN3,246 shares · 0.0% of their software$280KNew · Flat
- WorkdayWDAY2,625 shares · 0.0% of their software$276KFlat
- NutanixNTNX9,623 shares · 0.0% of their software$215KNew · Flat
- Mitek Systems, Inc.MITK11,102 shares · 0.0% of their software$107KFlat