Generalist · ST. Louis, MO
Stifel Financial
Q3 2019 · compared with Q2 2019
Filed as Stifel Financial Corp
- Software
- $2.0B
- Weight of 13F
- 5.0%
- Names
- 78
- Net bought
- −$56.0M
Filed 13 November 2019 · SEC filing.
2,811 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
- MicrosoftMSFT6,001,055 shares · 42.6% of their software · price +$30.4M$835MFlat
- AdobeADBE553,479 shares · 7.8% of their software · price −$10.2M$153M−$19.0M
- SalesforceCRM915,697 shares · 6.9% of their software · price −$3.0M$136M−$7.2M
- Automatic Data Processing, Inc.ADP732,007 shares · 6.0% of their software · price −$2.9M$118M−$3.1M
- IntuitINTU402,141 shares · 5.5% of their software · price +$1.9M$107M−$20.6M
- OracleORCL1,595,624 shares · 4.5% of their software · price −$3.1M$87.8M+$13.9M
- NetApp, Inc.NTAP1,666,657 shares · 4.5% of their software · price −$15.3M$87.6M+$70.1M
- Paychex, Inc.PAYX363,925 shares · 1.5% of their software$30.1M+$1.4M
- Palo Alto NetworksPANW119,915 shares · 1.2% of their software$24.4M+$1.7M
- AutodeskADSK153,963 shares · 1.2% of their software · price −$2.3M$22.7M−$974K
- Roper Technologies, Inc.ROP58,482 shares · 1.1% of their software · price −$565K$20.8MFlat
- Fiserv, Inc.FISV189,747 shares · 1.0% of their software · price +$2.4M$19.6M+$1.1M
- CoStarCSGP32,023 shares · 1.0% of their software · price +$1.3M$19.0M+$862K
- SPS CommerceSPSC357,631 shares · 0.9% of their software · price −$19.7M$16.9M+$14.1M
- Five9FIVN312,678 shares · 0.9% of their software · price +$766K$16.8M−$3.4M
- Euronet Worldwide, Inc.EEFT108,287 shares · 0.8% of their software · price −$2.4M$15.9M−$5.9M
- VeevaVEEV96,611 shares · 0.8% of their software · price −$910K$14.8M−$8.5M
- VeriskVRSK80,776 shares · 0.7% of their software · price +$943K$12.7M+$2.6M
- DocuSignDOCU199,980 shares · 0.6% of their software · price +$2.4M$12.4M+$2.0M
- AkamaiAKAM132,281 shares · 0.6% of their software · price +$1.5M$12.0M−$5.3M
- ServiceNowNOW46,227 shares · 0.6% of their software · price −$958K$11.8M−$2.5M
- SAPSAP94,830 shares · 0.6% of their software · price −$1.8M$11.2M−$7.0M
- ShopifySHOP34,907 shares · 0.6% of their software$10.9MFlat
- SS&CSSNC205,991 shares · 0.5% of their software · price −$1.2M$10.6M+$747K
- Rapid7RPD233,296 shares · 0.5% of their software · price −$2.9M$10.6M+$1.1M
- PaycomPAYC47,170 shares · 0.5% of their software · price −$813K$9.9M+$1.6M
- Block, Inc.XYZ157,865 shares · 0.5% of their software · price −$1.7M$9.8M+$2.5M
- TrimbleTRMB242,116 shares · 0.5% of their software · price −$1.5M$9.4MFlat
- Uber Technologies, Inc.UBER283,566 shares · 0.4% of their software · price −$4.5M$8.8M+$2.6M
- Amdocs LimitedDOX106,493 shares · 0.4% of their software$7.0M−$4.3M
- Tyler TechnologiesTYL25,711 shares · 0.3% of their software · price +$1.2M$6.8MFlat
- FactSetFDS25,345 shares · 0.3% of their software · price −$1.1M$6.1M+$624K
- BroadridgeBR47,507 shares · 0.3% of their software$5.9M−$1.2M
- MongoDBMDB46,231 shares · 0.3% of their software · price −$1.5M$5.6M+$1.2M
- VeriSign, Inc.VRSN27,772 shares · 0.3% of their software · price −$570K$5.2M−$14.2M
- BlackLineBL107,206 shares · 0.3% of their software · price −$611K$5.1M+$624K
- The Trade DeskTTD26,995 shares · 0.3% of their software · price −$1.1M$5.1M+$1.3M
- NutanixNTNX157,852 shares · 0.2% of their software$4.0M−$814K
- TwilioTWLO35,038 shares · 0.2% of their software · price −$925K$3.8M−$1.4M
- GuidewireGWRE35,858 shares · 0.2% of their software$3.8MFlat
- NICENICE24,635 shares · 0.2% of their software$3.5MFlat
- GoDaddyGDDY43,083 shares · 0.1% of their software$2.9MFlat
- ProgressPRGS68,965 shares · 0.1% of their software$2.6MFlat
- Strategy IncMSTR17,650 shares · 0.1% of their software$2.6MFlat
- SoundThinking, Inc.SSTI113,454 shares · 0.1% of their software · price −$2.4M$2.6M−$9.0M
- CadenceCDNS37,647 shares · 0.1% of their software$2.5M−$1.3M
- MorningstarMORN14,635 shares · 0.1% of their software$2.1MFlat
- PaylocityPCTY21,734 shares · 0.1% of their software$2.1M+$1.7M
- i3 Verticals, Inc.IIIV91,655 shares · 0.1% of their software · price −$855K$1.8MFlat
- Check PointCHKP16,233 shares · 0.1% of their software$1.8M−$7.2M
- FortinetFTNT22,801 shares · 0.1% of their software$1.8M−$941K
- OktaOKTA15,961 shares · 0.1% of their software$1.6M−$606K
- CrowdStrikeCRWD23,579 shares · 0.1% of their software$1.4M+$1.3M
- QualysQLYS17,568 shares · 0.1% of their software$1.3MFlat
- ACI WorldwideACIW39,573 shares · 0.1% of their software$1.2MFlat
- Manhattan AssociatesMANH13,896 shares · 0.1% of their software$1.1MFlat
- Lyft, Inc.LYFT25,607 shares · 0.1% of their software · price −$637K$1.0MFlat
- RingCentralRNG7,955 shares · 0.1% of their software$1.0MFlat
- Fair IsaacFICO3,142 shares · 0.0% of their software$954KFlat
- Q2QTWO11,638 shares · 0.0% of their software$911KFlat
- SynopsysSNPS6,560 shares · 0.0% of their software$896K−$9.1M
- TeradataTDC28,374 shares · 0.0% of their software$882K−$1.4M
- DescartesDSGX21,286 shares · 0.0% of their software$857KFlat
- F5, Inc.FFIV5,497 shares · 0.0% of their software$772K−$9.2M
- ElasticESTC8,261 shares · 0.0% of their software$683KNew · +$617K
- OpenTextOTEX15,984 shares · 0.0% of their software$649K−$2.6M
- PagSeguro Digital Ltd.PAGS13,964 shares · 0.0% of their software$646KFlat
- HubSpotHUBS3,607 shares · 0.0% of their software$547K−$18.4M
- StoneCo Ltd.STNE14,812 shares · 0.0% of their software$528KFlat
- WixWIX4,420 shares · 0.0% of their software$518KFlat
- DropboxDBX21,471 shares · 0.0% of their software$420K−$2.6M
- WorkdayWDAY2,131 shares · 0.0% of their software$361K−$2.1M
- ZoomZM4,677 shares · 0.0% of their software$361KNew · Flat
- ZscalerZS6,930 shares · 0.0% of their software$327K−$1.8M
- WEX Inc.WEX1,408 shares · 0.0% of their software$287KFlat
- Alarm.com Holdings, Inc.ALRM5,970 shares · 0.0% of their software$277KFlat
- BlackbaudBLKB2,750 shares · 0.0% of their software$250KNew · Flat
- FastlyFSLY8,965 shares · 0.0% of their software$216K−$823K