Generalist · ST. Louis, MO
Stifel Financial
Q2 2019 · compared with Q1 2019
Filed as Stifel Financial Corp
- Software
- $2.1B
- Weight of 13F
- 5.3%
- Names
- 79
- Net bought
- +$213M
Filed 14 August 2019 · SEC filing.
2,863 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
- MicrosoftMSFT5,952,371 shares · 38.7% of their software · price +$95.4M$797M+$22.2M
- AdobeADBE618,020 shares · 8.8% of their software · price +$17.4M$182M+$19.3M
- SalesforceCRM963,254 shares · 7.1% of their software · price −$6.4M$146M+$18.0M
- IntuitINTU481,038 shares · 6.1% of their software$126M+$16.8M
- Automatic Data Processing, Inc.ADP750,821 shares · 6.0% of their software · price +$4.2M$124M+$17.1M
- OracleORCL1,351,118 shares · 3.7% of their software · price +$4.4M$77.0M+$4.4M
- NetApp, Inc.NTAP530,349 shares · 1.6% of their software · price −$4.1M$32.7M+$7.8M
- Paychex, Inc.PAYX346,439 shares · 1.4% of their software · price +$724K$28.5M+$524K
- AutodeskADSK159,944 shares · 1.3% of their software · price +$1.1M$26.0M−$3.0M
- VeevaVEEV148,742 shares · 1.2% of their software · price +$5.2M$24.1M+$7.3M
- Euronet Worldwide, Inc.EEFT143,324 shares · 1.2% of their software · price +$3.7M$24.1M−$2.2M
- Palo Alto NetworksPANW111,812 shares · 1.1% of their software · price −$4.4M$22.8M+$2.1M
- SPS CommerceSPSC219,507 shares · 1.1% of their software · price −$845K$22.4M−$796K
- Roper Technologies, Inc.ROP59,763 shares · 1.1% of their software · price +$1.5M$21.9M−$1.3M
- SAPSAP146,266 shares · 1.0% of their software · price +$3.1M$20.0M+$7.9M
- VeriSign, Inc.VRSN95,432 shares · 1.0% of their software · price +$2.6M$20.0M+$11.4M
- Five9FIVN379,112 shares · 0.9% of their software · price −$584K$19.4MFlat
- HubSpotHUBS111,444 shares · 0.9% of their software$19.1MFlat
- CoStarCSGP30,468 shares · 0.8% of their software · price +$2.7M$16.9M−$1.2M
- Fiserv, Inc.FISV178,102 shares · 0.8% of their software · price +$513K$16.2MFlat
- AkamaiAKAM198,212 shares · 0.8% of their software · price +$1.7M$15.8M+$5.1M
- ServiceNowNOW55,259 shares · 0.7% of their software · price +$1.6M$15.2M+$2.9M
- SoundThinking, Inc.SSTI318,031 shares · 0.7% of their software · price +$1.8M$14.1M+$2.2M
- Rapid7RPD214,288 shares · 0.6% of their software · price +$1.5M$12.4M+$824K
- TrimbleTRMB252,222 shares · 0.6% of their software · price +$1.2M$11.4MFlat
- SS&CSSNC193,024 shares · 0.5% of their software · price −$1.2M$11.1MFlat
- Amdocs LimitedDOX176,238 shares · 0.5% of their software · price +$1.4M$10.9M+$7.4M
- ShopifySHOP35,270 shares · 0.5% of their software · price +$3.3M$10.6M−$718K
- Uber Technologies, Inc.UBER227,900 shares · 0.5% of their software$10.6MNew · +$10.6M
- F5, Inc.FFIV68,335 shares · 0.5% of their software · price −$772K$10.0M+$9.1M
- SynopsysSNPS77,049 shares · 0.5% of their software · price +$1.0M$9.9M+$8.2M
- VeriskVRSK63,292 shares · 0.5% of their software · price +$852K$9.3MFlat
- PaycomPAYC40,103 shares · 0.4% of their software · price +$1.5M$9.1MFlat
- Check PointCHKP78,460 shares · 0.4% of their software · price −$854K$9.1M+$7.9M
- Block, Inc.XYZ124,056 shares · 0.4% of their software$9.0M−$1.2M
- DocuSignDOCU160,180 shares · 0.4% of their software$8.0M+$629K
- BroadridgeBR56,803 shares · 0.4% of their software · price +$1.4M$7.3MFlat
- FactSetFDS23,166 shares · 0.3% of their software · price +$887K$6.6M+$990K
- PTCPTC69,473 shares · 0.3% of their software$6.2M+$5.9M
- TwilioTWLO45,603 shares · 0.3% of their software$6.2M+$2.7M
- MongoDBMDB38,092 shares · 0.3% of their software$5.8M−$1.7M
- BlackLineBL95,538 shares · 0.2% of their software · price +$687K$5.1M+$1.7M
- Tyler TechnologiesTYL23,593 shares · 0.2% of their software$5.1M+$1.1M
- NutanixNTNX189,221 shares · 0.2% of their software · price −$2.2M$4.9M+$1.9M
- The Trade DeskTTD21,373 shares · 0.2% of their software · price +$638K$4.9M−$2.2M
- InterDigital, Inc.IDCC63,033 shares · 0.2% of their software$4.1MNew · +$4.2M
- CadenceCDNS56,632 shares · 0.2% of their software$4.0M+$1.0M
- GuidewireGWRE34,129 shares · 0.2% of their software$3.5MFlat
- OpenTextOTEX78,114 shares · 0.2% of their software$3.2M+$2.4M
- DropboxDBX123,510 shares · 0.2% of their software$3.1M+$1.1M
- GoDaddyGDDY43,192 shares · 0.1% of their software$3.1MFlat
- LiveRamp Holdings, Inc.RAMP62,995 shares · 0.1% of their software$3.1MNew · +$3.4M
- i3 Verticals, Inc.IIIV100,879 shares · 0.1% of their software · price +$548K$3.0MFlat
- NICENICE20,988 shares · 0.1% of their software$2.9MFlat
- ProgressPRGS64,588 shares · 0.1% of their software$2.8MNew · +$2.9M
- FortinetFTNT35,048 shares · 0.1% of their software$2.7MFlat
- OktaOKTA20,868 shares · 0.1% of their software · price +$851K$2.6MFlat
- WorkdayWDAY12,189 shares · 0.1% of their software$2.5MFlat
- Strategy IncMSTR17,179 shares · 0.1% of their software$2.5MNew · +$2.5M
- TeradataTDC66,605 shares · 0.1% of their software · price −$520K$2.4MNew · +$2.9M
- ZscalerZS30,897 shares · 0.1% of their software$2.4MFlat
- MorningstarMORN14,200 shares · 0.1% of their software$2.0MFlat
- Lyft, Inc.LYFT29,945 shares · 0.1% of their software$2.0MNew · +$2.3M
- QualysQLYS14,898 shares · 0.1% of their software$1.3MFlat
- RingCentralRNG10,046 shares · 0.1% of their software$1.2MFlat
- Fair IsaacFICO3,518 shares · 0.1% of their software$1.1MFlat
- FastlyFSLY49,547 shares · 0.0% of their software$1.0MNew · +$1.0M
- WixWIX6,943 shares · 0.0% of their software$986KFlat
- ACI WorldwideACIW28,506 shares · 0.0% of their software$980KFlat
- PagSeguro Digital Ltd.PAGS24,670 shares · 0.0% of their software$961KNew · +$736K
- Q2QTWO10,608 shares · 0.0% of their software$811KNew · +$735K
- DescartesDSGX21,078 shares · 0.0% of their software$779KNew · +$767K
- Manhattan AssociatesMANH11,209 shares · 0.0% of their software$775KFlat
- StoneCo Ltd.STNE20,395 shares · 0.0% of their software$599KFlat
- BoxBOX23,166 shares · 0.0% of their software$411KFlat
- PaylocityPCTY3,939 shares · 0.0% of their software$370KFlat
- Alarm.com Holdings, Inc.ALRM6,162 shares · 0.0% of their software$330KFlat
- CrowdStrikeCRWD4,496 shares · 0.0% of their software$302KNew · Flat
- WEX Inc.WEX1,431 shares · 0.0% of their software$300KFlat