Generalist · ST. Louis, MO
Stifel Financial
Q4 2018 · compared with Q3 2018
Filed as Stifel Financial Corp
- Software
- $1.4B
- Weight of 13F
- 4.6%
- Names
- 70
- Net bought
- +$59.9M
Filed 13 February 2019 · SEC filing.
2,600 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
- MicrosoftMSFT5,545,380 shares · 39.9% of their software · price −$71.0M$563M+$6.4M
- AdobeADBE519,837 shares · 8.3% of their software · price −$22.7M$118M−$2.5M
- SalesforceCRM796,768 shares · 7.7% of their software · price −$17.6M$109M+$8.1M
- IntuitINTU461,157 shares · 6.4% of their software · price −$14.1M$90.8M+$2.9M
- Automatic Data Processing, Inc.ADP664,894 shares · 6.2% of their software · price −$13.0M$87.1M+$6.8M
- OracleORCL1,357,937 shares · 4.3% of their software · price −$8.7M$61.3MFlat
- AutodeskADSK197,078 shares · 1.8% of their software · price −$5.4M$25.3MFlat
- NetApp, Inc.NTAP340,786 shares · 1.4% of their software · price −$8.9M$20.3M−$2.4M
- Paychex, Inc.PAYX308,233 shares · 1.4% of their software · price −$2.6M$20.1M+$3.6M
- SPS CommerceSPSC231,004 shares · 1.3% of their software · price −$3.9M$19.0M+$8.6M
- HubSpotHUBS148,900 shares · 1.3% of their software · price −$3.8M$18.7M+$7.4M
- Roper Technologies, Inc.ROP68,593 shares · 1.3% of their software · price −$2.0M$18.4MFlat
- Five9FIVN391,611 shares · 1.2% of their software$17.1M+$5.5M
- Euronet Worldwide, Inc.EEFT161,114 shares · 1.2% of their software$16.5M+$4.6M
- Palo Alto NetworksPANW85,359 shares · 1.1% of their software · price −$3.2M$16.2M+$1.4M
- SAPSAP137,257 shares · 1.0% of their software · price −$3.2M$13.6M+$3.8M
- Fiserv, Inc.FISV181,005 shares · 0.9% of their software · price −$1.6M$13.3M+$507K
- VeriSign, Inc.VRSN81,624 shares · 0.9% of their software · price −$966K$12.1M+$3.2M
- CoStarCSGP32,572 shares · 0.8% of their software · price −$2.7M$11.0MFlat
- AkamaiAKAM171,583 shares · 0.7% of their software · price −$2.1M$10.5M−$1.1M
- VeevaVEEV110,918 shares · 0.7% of their software · price −$2.2M$9.9MFlat
- F5, Inc.FFIV60,100 shares · 0.7% of their software · price −$2.2M$9.7MFlat
- TrimbleTRMB267,666 shares · 0.6% of their software · price −$2.8M$8.8M+$659K
- SS&CSSNC183,896 shares · 0.6% of their software · price −$2.2M$8.3M−$551K
- Check PointCHKP74,328 shares · 0.5% of their software · price −$1.1M$7.6M+$783K
- Block, Inc.XYZ125,708 shares · 0.5% of their software · price −$5.4M$7.1M+$4.4M
- VeriskVRSK57,632 shares · 0.4% of their software · price −$663K$6.3M−$3.0M
- ShopifySHOP38,894 shares · 0.4% of their software · price −$1.0M$5.4MFlat
- SynopsysSNPS63,906 shares · 0.4% of their software · price −$918K$5.4MFlat
- DocuSignDOCU132,768 shares · 0.4% of their software · price −$1.7M$5.3M+$2.0M
- Amdocs LimitedDOX91,098 shares · 0.4% of their software · price −$674K$5.3MFlat
- PTCPTC62,710 shares · 0.4% of their software · price −$1.5M$5.2MFlat
- BroadridgeBR53,663 shares · 0.4% of their software · price −$1.9M$5.2MFlat
- ServiceNowNOW28,653 shares · 0.4% of their software · price −$504K$5.1M+$885K
- NutanixNTNX107,845 shares · 0.3% of their software$4.5M+$3.5M
- InterDigital, Inc.IDCC59,623 shares · 0.3% of their software · price −$809K$4.0MFlat
- FactSetFDS16,686 shares · 0.2% of their software$3.3MFlat
- PaycomPAYC27,197 shares · 0.2% of their software · price −$896K$3.3M+$1.4M
- The Trade DeskTTD28,130 shares · 0.2% of their software · price −$980K$3.3MFlat
- Tyler TechnologiesTYL17,062 shares · 0.2% of their software · price −$1.0M$3.2MFlat
- i3 Verticals, Inc.IIIV111,203 shares · 0.2% of their software$2.7MFlat
- OpenTextOTEX75,174 shares · 0.2% of their software$2.4M−$9.2M
- Sabre CorporationSABR111,479 shares · 0.2% of their software$2.4M+$1.9M
- TeradataTDC61,673 shares · 0.2% of their software$2.4M−$740K
- LiveRamp Holdings, Inc.RAMP59,768 shares · 0.2% of their software · price −$644K$2.3MNew · +$3.0M
- ProgressPRGS61,275 shares · 0.2% of their software$2.2MFlat
- GuidewireGWRE25,225 shares · 0.1% of their software · price −$524K$2.0M+$666K
- NICENICE17,033 shares · 0.1% of their software$1.8MFlat
- FortinetFTNT26,010 shares · 0.1% of their software · price −$568K$1.8MFlat
- MongoDBMDB21,684 shares · 0.1% of their software$1.8MFlat
- GoDaddyGDDY22,441 shares · 0.1% of their software$1.5MFlat
- MorningstarMORN13,265 shares · 0.1% of their software$1.5MFlat
- OktaOKTA17,767 shares · 0.1% of their software$1.1M+$511K
- BlackLineBL27,053 shares · 0.1% of their software$1.1MFlat
- BlackbaudBLKB15,491 shares · 0.1% of their software · price −$598K$975K+$591K
- QualysQLYS11,976 shares · 0.1% of their software$891KFlat
- ACI WorldwideACIW31,268 shares · 0.1% of their software$864KFlat
- ZscalerZS16,333 shares · 0.0% of their software$636KNew · +$666K
- PagSeguro Digital Ltd.PAGS32,389 shares · 0.0% of their software$606KFlat
- Fair IsaacFICO3,147 shares · 0.0% of their software$589KFlat
- DropboxDBX28,261 shares · 0.0% of their software$562K−$1.0M
- Alarm.com Holdings, Inc.ALRM9,267 shares · 0.0% of their software$483KFlat
- BoxBOX27,532 shares · 0.0% of their software$465KFlat
- WixWIX4,926 shares · 0.0% of their software$445KFlat
- CadenceCDNS9,368 shares · 0.0% of their software$408KNew · Flat
- Manhattan AssociatesMANH8,933 shares · 0.0% of their software$379KFlat
- VaronisVRNS7,081 shares · 0.0% of their software$375KFlat
- TwilioTWLO3,930 shares · 0.0% of their software$349KNew · Flat
- WorkdayWDAY1,952 shares · 0.0% of their software$304K−$2.4M
- RingCentralRNG2,815 shares · 0.0% of their software$233K−$731K