Generalist · ST. Louis, MO
Stifel Financial
Q4 2017 · compared with Q3 2017
Filed as Stifel Financial Corp
- Software
- $1.1B
- Weight of 13F
- 3.5%
- Names
- 53
- Net bought
- +$32.2M
Filed 14 February 2018 · SEC filing.
2,527 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
- MicrosoftMSFT5,376,307 shares · 42.4% of their software · price +$59.4M$460MFlat
- OracleORCL2,234,621 shares · 9.7% of their software · price −$2.4M$106M+$13.3M
- AdobeADBE549,135 shares · 8.9% of their software · price +$14.3M$96.2M+$7.7M
- IntuitINTU412,949 shares · 6.0% of their software · price +$6.5M$65.2MFlat
- SalesforceCRM618,972 shares · 5.8% of their software · price +$5.5M$63.3M+$4.9M
- Automatic Data Processing, Inc.ADP291,620 shares · 3.2% of their software · price +$2.3M$34.2MFlat
- NetApp, Inc.NTAP392,076 shares · 2.0% of their software · price +$4.5M$21.7MFlat
- Paychex, Inc.PAYX264,299 shares · 1.7% of their software · price +$2.1M$18.0M+$662K
- AkamaiAKAM264,366 shares · 1.6% of their software · price +$4.3M$17.2MFlat
- Roper Technologies, Inc.ROP66,104 shares · 1.6% of their software · price +$1.0M$17.1MFlat
- AutodeskADSK138,645 shares · 1.3% of their software · price −$1.0M$14.5M−$631K
- Euronet Worldwide, Inc.EEFT154,904 shares · 1.2% of their software · price −$1.6M$13.1MFlat
- Fiserv, Inc.FISV99,347 shares · 1.2% of their software$13.0MFlat
- SAPSAP108,655 shares · 1.1% of their software$12.2MFlat
- TrimbleTRMB273,639 shares · 1.0% of their software$11.1M−$568K
- CoStarCSGP36,487 shares · 1.0% of their software · price +$1.0M$10.8MFlat
- VeriskVRSK112,432 shares · 1.0% of their software · price +$1.4M$10.8MFlat
- OpenTextOTEX269,045 shares · 0.9% of their software · price +$909K$9.6MFlat
- F5, Inc.FFIV60,544 shares · 0.7% of their software · price +$645K$7.9MFlat
- VeevaVEEV123,867 shares · 0.6% of their software$6.8MFlat
- VeriSign, Inc.VRSN54,034 shares · 0.6% of their software$6.2MFlat
- Palo Alto NetworksPANW41,919 shares · 0.6% of their software$6.1M+$724K
- BroadridgeBR65,903 shares · 0.6% of their software · price +$643K$6.0MFlat
- Check PointCHKP56,339 shares · 0.5% of their software · price −$586K$5.8M−$1.1M
- FactSetFDS27,153 shares · 0.5% of their software$5.2MFlat
- SynopsysSNPS55,729 shares · 0.4% of their software$4.7MFlat
- Amdocs LimitedDOX71,842 shares · 0.4% of their software$4.7MFlat
- Sabre CorporationSABR210,356 shares · 0.4% of their software · price +$505K$4.3MFlat
- InterDigital, Inc.IDCC54,298 shares · 0.4% of their software$4.1MFlat
- Manhattan AssociatesMANH71,008 shares · 0.3% of their software · price +$566K$3.5M+$755K
- PTCPTC55,312 shares · 0.3% of their software$3.4MFlat
- TeradataTDC84,920 shares · 0.3% of their software$3.3MFlat
- ProgressPRGS55,228 shares · 0.2% of their software$2.4MFlat
- Tyler TechnologiesTYL11,658 shares · 0.2% of their software$2.1MFlat
- ServiceNowNOW14,010 shares · 0.2% of their software$1.8MFlat
- Block, Inc.XYZ34,688 shares · 0.1% of their software$1.2MFlat
- FortinetFTNT26,166 shares · 0.1% of their software$1.1MFlat
- GuidewireGWRE14,950 shares · 0.1% of their software$1.1M+$601K
- ShopifySHOP10,896 shares · 0.1% of their software$1.1MFlat
- GoDaddyGDDY20,452 shares · 0.1% of their software$1.0MNew · +$890K
- NutanixNTNX25,255 shares · 0.1% of their software$888KFlat
- PaycomPAYC10,712 shares · 0.1% of their software$861KFlat
- BlackLineBL23,383 shares · 0.1% of their software$767KFlat
- Fair IsaacFICO4,824 shares · 0.1% of their software$739KFlat
- CadenceCDNS16,756 shares · 0.1% of their software$703KNew · +$661K
- TwilioTWLO29,449 shares · 0.1% of their software$702KFlat
- ACI WorldwideACIW26,684 shares · 0.1% of their software$605KFlat
- HubSpotHUBS6,458 shares · 0.1% of their software$574KFlat
- BlackbaudBLKB5,273 shares · 0.0% of their software$499KFlat
- MorningstarMORN4,925 shares · 0.0% of their software$476KFlat
- WorkdayWDAY2,982 shares · 0.0% of their software$303KFlat
- NICENICE2,329 shares · 0.0% of their software$214KNew · Flat
- Mitek Systems, Inc.MITK12,535 shares · 0.0% of their software$113KFlat