Generalist · ST. Louis, MO
Stifel Financial
Q1 2019 · compared with Q4 2018
Filed as Stifel Financial Corp
- Software
- $1.7B
- Weight of 13F
- 4.8%
- Names
- 73
- Net bought
- Flat
Filed 14 May 2019 · SEC filing.
2,730 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
- MicrosoftMSFT5,764,087 shares · 39.9% of their software · price +$94.4M$680M+$22.2M
- AdobeADBE545,752 shares · 8.5% of their software · price +$22.0M$145M+$5.9M
- SalesforceCRM849,831 shares · 7.9% of their software · price +$18.2M$135M+$7.3M
- IntuitINTU416,822 shares · 6.4% of their software · price +$26.9M$109M−$8.7M
- Automatic Data Processing, Inc.ADP643,840 shares · 6.0% of their software · price +$18.4M$103M−$2.8M
- OracleORCL1,268,563 shares · 4.0% of their software · price +$10.9M$68.1M−$4.0M
- NetApp, Inc.NTAP418,447 shares · 1.7% of their software · price +$4.0M$29.0M+$4.6M
- AutodeskADSK179,291 shares · 1.6% of their software · price +$4.9M$27.9M−$2.3M
- Paychex, Inc.PAYX339,906 shares · 1.6% of their software · price +$5.1M$27.2M+$2.1M
- Palo Alto NetworksPANW103,201 shares · 1.5% of their software · price +$5.6M$24.9M+$3.4M
- SPS CommerceSPSC227,012 shares · 1.4% of their software · price +$5.4M$24.1MFlat
- Euronet Worldwide, Inc.EEFT159,051 shares · 1.3% of their software · price +$6.4M$22.7MFlat
- Roper Technologies, Inc.ROP63,426 shares · 1.3% of their software · price +$4.8M$21.7M−$1.4M
- Five9FIVN386,354 shares · 1.2% of their software · price +$3.5M$20.4MFlat
- HubSpotHUBS112,820 shares · 1.1% of their software · price +$4.6M$18.7M−$4.5M
- Fiserv, Inc.FISV179,428 shares · 0.9% of their software · price +$2.7M$15.8MFlat
- CoStarCSGP32,965 shares · 0.9% of their software · price +$4.3M$15.4MFlat
- SS&CSSNC198,104 shares · 0.7% of their software · price +$3.7M$12.6M+$641K
- VeevaVEEV91,155 shares · 0.7% of their software · price +$3.4M$11.6M−$1.8M
- ServiceNowNOW43,520 shares · 0.6% of their software · price +$3.0M$10.7M+$2.6M
- Block, Inc.XYZ140,532 shares · 0.6% of their software · price +$2.6M$10.5M+$831K
- TrimbleTRMB259,818 shares · 0.6% of their software · price +$1.9M$10.5MFlat
- SoundThinking, Inc.SSTI260,052 shares · 0.6% of their software · price +$1.9M$10.1MNew · +$8.1M
- Rapid7RPD198,008 shares · 0.6% of their software · price +$3.9M$10.1MNew · +$6.2M
- AkamaiAKAM127,729 shares · 0.5% of their software · price +$1.4M$9.2M−$2.7M
- SAPSAP77,596 shares · 0.5% of their software · price +$1.2M$9.0M−$5.9M
- VeriskVRSK62,012 shares · 0.5% of their software · price +$1.5M$8.2MFlat
- ShopifySHOP38,743 shares · 0.5% of their software · price +$2.6M$8.0MFlat
- DocuSignDOCU148,038 shares · 0.4% of their software · price +$1.7M$7.6M+$612K
- MongoDBMDB49,317 shares · 0.4% of their software · price +$3.1M$7.2M+$2.3M
- PaycomPAYC38,197 shares · 0.4% of their software · price +$2.5M$7.2M+$1.3M
- The Trade DeskTTD32,673 shares · 0.4% of their software · price +$2.7M$6.5M+$527K
- VeriSign, Inc.VRSN32,752 shares · 0.3% of their software · price +$1.1M$5.9M−$7.2M
- BroadridgeBR56,901 shares · 0.3% of their software$5.9MFlat
- NutanixNTNX139,862 shares · 0.3% of their software · price −$538K$5.4M+$1.3M
- FactSetFDS19,180 shares · 0.3% of their software · price +$923K$4.7MFlat
- Tyler TechnologiesTYL18,124 shares · 0.2% of their software$3.7MFlat
- TwilioTWLO24,492 shares · 0.2% of their software · price +$977K$3.2M+$1.8M
- GuidewireGWRE31,832 shares · 0.2% of their software · price +$539K$3.1M+$530K
- GoDaddyGDDY41,158 shares · 0.2% of their software$3.1M+$1.2M
- BlackLineBL59,440 shares · 0.2% of their software$2.7M+$1.3M
- i3 Verticals, Inc.IIIV112,195 shares · 0.2% of their software$2.7MFlat
- CadenceCDNS40,859 shares · 0.2% of their software · price +$818K$2.6M+$1.4M
- FortinetFTNT29,234 shares · 0.1% of their software$2.5MFlat
- NICENICE17,434 shares · 0.1% of their software$2.1MFlat
- Amdocs LimitedDOX39,332 shares · 0.1% of their software$2.1M−$3.0M
- WorkdayWDAY10,650 shares · 0.1% of their software$2.1M+$1.4M
- Check PointCHKP15,827 shares · 0.1% of their software$2.0M−$6.0M
- OktaOKTA23,410 shares · 0.1% of their software$1.9MFlat
- ZscalerZS27,091 shares · 0.1% of their software · price +$859K$1.9MFlat
- MorningstarMORN14,109 shares · 0.1% of their software$1.8MFlat
- TenableTENB53,567 shares · 0.1% of their software · price +$507K$1.7MNew · +$1.2M
- F5, Inc.FFIV10,228 shares · 0.1% of their software$1.6M−$8.1M
- DropboxDBX71,789 shares · 0.1% of their software$1.6M+$889K
- BlackbaudBLKB16,384 shares · 0.1% of their software$1.3MFlat
- QualysQLYS15,152 shares · 0.1% of their software$1.3MFlat
- RingCentralRNG9,279 shares · 0.1% of their software$1.0M+$533K
- Fair IsaacFICO3,491 shares · 0.1% of their software$948KFlat
- ACI WorldwideACIW22,703 shares · 0.0% of their software$745KFlat
- SynopsysSNPS5,497 shares · 0.0% of their software$630K−$4.9M
- WixWIX5,126 shares · 0.0% of their software$620KFlat
- OpenTextOTEX16,109 shares · 0.0% of their software$611K−$1.9M
- Sabre CorporationSABR27,991 shares · 0.0% of their software$595K−$1.8M
- AppianAPPN16,735 shares · 0.0% of their software$576KNew · Flat
- BoxBOX29,344 shares · 0.0% of their software$565KFlat
- PTCPTC5,961 shares · 0.0% of their software$544K−$4.7M
- Alarm.com Holdings, Inc.ALRM8,280 shares · 0.0% of their software$539KFlat
- Manhattan AssociatesMANH8,818 shares · 0.0% of their software$487KFlat
- StoneCo Ltd.STNE9,350 shares · 0.0% of their software$384KNew · Flat
- WEX Inc.WEX1,514 shares · 0.0% of their software$294KNew · Flat
- PaylocityPCTY2,834 shares · 0.0% of their software$253KNew · Flat
- WorkivaWK4,240 shares · 0.0% of their software$214KNew · Flat
- VaronisVRNS3,370 shares · 0.0% of their software$202KFlat