Generalist · ST. Louis, MO
Stifel Financial
Q2 2018 · compared with Q1 2018
Filed as Stifel Financial Corp
- Software
- $1.4B
- Weight of 13F
- 4.2%
- Names
- 66
- Net bought
- +$40.4M
Filed 14 August 2018 · SEC filing.
2,645 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
- MicrosoftMSFT5,445,397 shares · 39.0% of their software · price +$40.0M$537M+$6.1M
- AdobeADBE538,848 shares · 9.5% of their software · price +$14.9M$131M−$4.4M
- SalesforceCRM724,787 shares · 7.2% of their software · price +$14.6M$98.9M+$9.4M
- Automatic Data Processing, Inc.ADP631,716 shares · 6.1% of their software · price +$13.1M$84.5MFlat
- IntuitINTU411,840 shares · 6.1% of their software · price +$12.8M$84.1MFlat
- OracleORCL1,690,173 shares · 5.4% of their software · price −$2.9M$74.4M−$13.8M
- NetApp, Inc.NTAP360,445 shares · 2.1% of their software · price +$6.1M$28.3M−$750K
- AutodeskADSK197,197 shares · 1.9% of their software · price +$1.1M$25.8M+$1.1M
- Roper Technologies, Inc.ROP73,634 shares · 1.5% of their software$20.3MFlat
- HubSpotHUBS143,373 shares · 1.3% of their software · price +$2.5M$18.0M+$14.9M
- Paychex, Inc.PAYX261,544 shares · 1.3% of their software · price +$1.8M$17.9MFlat
- SPS CommerceSPSC205,250 shares · 1.1% of their software · price +$1.9M$15.1M+$4.3M
- Palo Alto NetworksPANW69,466 shares · 1.0% of their software · price +$1.7M$14.2M+$2.8M
- Euronet Worldwide, Inc.EEFT167,205 shares · 1.0% of their software · price +$811K$14.1MFlat
- Fiserv, Inc.FISV179,666 shares · 1.0% of their software$13.3M−$939K
- CoStarCSGP31,201 shares · 0.9% of their software · price +$1.6M$12.9MFlat
- AkamaiAKAM171,198 shares · 0.9% of their software$12.5MFlat
- SAPSAP103,131 shares · 0.9% of their software · price +$1.1M$11.9M−$524K
- OpenTextOTEX300,976 shares · 0.8% of their software$10.6MFlat
- F5, Inc.FFIV59,464 shares · 0.7% of their software · price +$1.7M$10.3MFlat
- SS&CSSNC191,379 shares · 0.7% of their software$9.9MNew · +$10.3M
- Five9FIVN278,629 shares · 0.7% of their software · price +$1.3M$9.7MNew · +$8.3M
- VeriskVRSK82,480 shares · 0.6% of their software$8.9MFlat
- VeevaVEEV109,061 shares · 0.6% of their software$8.4MFlat
- TrimbleTRMB254,052 shares · 0.6% of their software · price −$772K$8.3M−$569K
- VeriSign, Inc.VRSN57,553 shares · 0.6% of their software · price +$1.1M$7.9MFlat
- BroadridgeBR59,482 shares · 0.5% of their software$6.8M−$719K
- ShopifySHOP42,715 shares · 0.5% of their software · price +$910K$6.2M+$3.9M
- Check PointCHKP63,388 shares · 0.5% of their software$6.2MFlat
- Amdocs LimitedDOX87,553 shares · 0.4% of their software$5.8M+$1.0M
- PTCPTC58,523 shares · 0.4% of their software · price +$925K$5.5MFlat
- SynopsysSNPS59,396 shares · 0.4% of their software$5.1MFlat
- InterDigital, Inc.IDCC57,064 shares · 0.3% of their software$4.6MFlat
- Block, Inc.XYZ62,703 shares · 0.3% of their software · price +$780K$3.9M+$758K
- TeradataTDC77,986 shares · 0.2% of their software$3.1MFlat
- FactSetFDS15,541 shares · 0.2% of their software$3.1M−$2.6M
- Tyler TechnologiesTYL12,618 shares · 0.2% of their software$2.8MFlat
- The Trade DeskTTD29,247 shares · 0.2% of their software · price +$1.3M$2.7MFlat
- DocuSignDOCU46,736 shares · 0.2% of their software$2.5MNew · +$2.5M
- ServiceNowNOW13,691 shares · 0.2% of their software$2.4MFlat
- ProgressPRGS58,769 shares · 0.2% of their software$2.3MFlat
- WorkdayWDAY17,782 shares · 0.2% of their software$2.1M+$932K
- PaycomPAYC20,085 shares · 0.1% of their software$2.0M+$977K
- GoDaddyGDDY25,684 shares · 0.1% of their software$1.8MFlat
- FortinetFTNT27,170 shares · 0.1% of their software$1.7MFlat
- VaronisVRNS21,942 shares · 0.1% of their software$1.6MFlat
- NutanixNTNX26,912 shares · 0.1% of their software$1.4MFlat
- i3 Verticals, Inc.IIIV90,480 shares · 0.1% of their software$1.4MNew · +$1.4M
- GuidewireGWRE14,933 shares · 0.1% of their software$1.3MFlat
- OktaOKTA22,470 shares · 0.1% of their software$1.1MFlat
- MorningstarMORN7,912 shares · 0.1% of their software$1.0MFlat
- BlackLineBL23,383 shares · 0.1% of their software$1.0MFlat
- DropboxDBX27,726 shares · 0.1% of their software$893KNew · +$866K
- MongoDBMDB17,325 shares · 0.1% of their software$861KNew · +$752K
- BlackbaudBLKB8,285 shares · 0.1% of their software$851KFlat
- PagSeguro Digital Ltd.PAGS28,405 shares · 0.1% of their software$789KFlat
- Fair IsaacFICO3,980 shares · 0.1% of their software$769KFlat
- Sabre CorporationSABR30,726 shares · 0.1% of their software$762K−$3.9M
- ACI WorldwideACIW30,409 shares · 0.1% of their software$750KFlat
- BoxBOX23,884 shares · 0.0% of their software$593KNew · Flat
- Manhattan AssociatesMANH10,097 shares · 0.0% of their software$474K−$3.2M
- Alarm.com Holdings, Inc.ALRM10,281 shares · 0.0% of their software$420KFlat
- WixWIX3,646 shares · 0.0% of their software$366KFlat
- NICENICE2,446 shares · 0.0% of their software$253KFlat
- RingCentralRNG3,146 shares · 0.0% of their software$222KFlat
- Bandwidth Inc.BAND5,672 shares · 0.0% of their software$214KNew · Flat