Stifel Financial

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.

• MicrosoftMSFT+$174M$1.1B
• Automatic Data Processing, Inc.ADP+$80.8M$210M
• AdobeADBE+$34.7M$224M
• SalesforceCRM+$34.2M$186M
• OracleORCL+$28.2M$112M

Software held

• MicrosoftMSFT7,251,756 shares · 40.2% of their software · price +$135M$1.1B+$174M
• AdobeADBE678,952 shares · 7.9% of their software · price +$36.4M$224M+$34.7M
• Automatic Data Processing, Inc.ADP1,232,353 shares · 7.4% of their software · price +$11.2M$210M+$80.8M
• SalesforceCRM1,146,321 shares · 6.5% of their software · price +$16.3M$186M+$34.2M
• IntuitINTU481,333 shares · 4.4% of their software · price −$1.9M$126M+$21.1M
• OracleORCL2,108,626 shares · 3.9% of their software · price −$4.3M$112M+$28.2M
• NetApp, Inc.NTAP1,762,101 shares · 3.9% of their software · price +$17.2M$110M+$5.0M
• PaycomPAYC162,706 shares · 1.5% of their software · price +$9.0M$43.1M+$24.2M
• Amdocs LimitedDOX503,920 shares · 1.3% of their software · price +$3.1M$36.3M+$26.3M
• Paychex, Inc.PAYX408,213 shares · 1.2% of their software · price +$935K$34.7M+$3.7M
• ServiceNowNOW121,404 shares · 1.2% of their software · price +$3.5M$34.3M+$19.1M
• Palo Alto NetworksPANW147,326 shares · 1.2% of their software · price +$4.0M$34.0M+$5.6M
• ShopifySHOP81,063 shares · 1.1% of their software · price +$7.0M$32.3M+$14.4M
• Fiserv, Inc.FISV249,223 shares · 1.0% of their software · price +$3.0M$28.8M+$6.2M
• VeevaVEEV187,324 shares · 0.9% of their software · price −$2.3M$26.4M+$13.9M
• AutodeskADSK130,419 shares · 0.8% of their software · price +$4.7M$23.9M−$3.5M
• Roper Technologies, Inc.ROP63,853 shares · 0.8% of their software$22.6M+$1.9M
• SAPSAP158,531 shares · 0.7% of their software · price +$2.6M$21.2M+$7.5M
• CoStarCSGP34,115 shares · 0.7% of their software$20.4M+$1.2M
• Uber Technologies, Inc.UBER630,681 shares · 0.7% of their software$18.9M+$10.6M
• DocuSignDOCU250,304 shares · 0.7% of their software · price +$3.1M$18.5M+$3.1M
• AkamaiAKAM203,687 shares · 0.6% of their software · price −$1.0M$17.6M+$6.5M
• VeriSign, Inc.VRSN88,750 shares · 0.6% of their software$17.1M+$11.5M
• WorkdayWDAY103,865 shares · 0.6% of their software · price −$572K$17.1M+$17.3M
• VeriskVRSK105,162 shares · 0.6% of their software · price −$925K$15.7M+$3.9M
• Five9FIVN235,407 shares · 0.5% of their software · price +$2.8M$15.5M−$4.2M
• The Trade DeskTTD59,559 shares · 0.5% of their software · price +$4.3M$15.5M+$6.1M
• Block, Inc.XYZ239,029 shares · 0.5% of their software$15.0M+$5.0M
• SPS CommerceSPSC262,907 shares · 0.5% of their software · price +$2.2M$14.6M−$4.5M
• PaylocityPCTY105,376 shares · 0.4% of their software · price +$2.4M$12.7M+$8.2M
• Gen DigitalGEN489,914 shares · 0.4% of their software · price +$926K$12.5MNew · +$11.6M
• Rapid7RPD221,888 shares · 0.4% of their software · price +$2.4M$12.5M−$518K
• SS&CSSNC201,691 shares · 0.4% of their software · price +$2.0M$12.4MFlat
• TrimbleTRMB236,355 shares · 0.3% of their software · price +$681K$9.8MFlat
• SynopsysSNPS70,265 shares · 0.3% of their software$9.8M+$8.7M
• F5, Inc.FFIV66,247 shares · 0.3% of their software$9.3M+$8.5M
• Tyler TechnologiesTYL26,863 shares · 0.3% of their software · price +$1.0M$8.1MFlat
• Check PointCHKP66,433 shares · 0.3% of their software$7.4M+$5.5M
• FactSetFDS27,392 shares · 0.3% of their software · price +$694K$7.4MFlat
• BroadridgeBR53,120 shares · 0.2% of their software$6.6M+$698K
• TwilioTWLO62,082 shares · 0.2% of their software · price −$725K$6.1M+$3.0M
• BlackLineBL110,483 shares · 0.2% of their software$5.7MFlat
• PTCPTC76,177 shares · 0.2% of their software · price +$511K$5.7MNew · +$5.2M
• MongoDBMDB40,783 shares · 0.2% of their software$5.4M−$656K
• Fair IsaacFICO13,574 shares · 0.2% of their software · price +$966K$5.1M+$3.2M
• NutanixNTNX143,680 shares · 0.2% of their software · price +$720K$4.5MFlat
• CrowdStrikeCRWD89,723 shares · 0.2% of their software · price −$757K$4.5M+$3.9M
• ProgressPRGS99,052 shares · 0.1% of their software$4.1M+$1.1M
• GoDaddyGDDY60,340 shares · 0.1% of their software$4.1M+$1.1M
• GuidewireGWRE32,501 shares · 0.1% of their software$3.6MFlat
• NICENICE23,163 shares · 0.1% of their software$3.6MFlat
• InterDigital, Inc.IDCC60,992 shares · 0.1% of their software$3.3MNew · +$3.2M
• LiveRamp Holdings, Inc.RAMP64,632 shares · 0.1% of their software$3.1MNew · +$2.8M
• OpenTextOTEX67,169 shares · 0.1% of their software$3.0M+$2.1M
• CadenceCDNS41,573 shares · 0.1% of their software$2.9MFlat
• FortinetFTNT25,349 shares · 0.1% of their software · price +$760K$2.7MFlat
• i3 Verticals, Inc.IIIV92,051 shares · 0.1% of their software · price +$748K$2.6MFlat
• OktaOKTA21,465 shares · 0.1% of their software$2.5M+$542K
• TeradataTDC91,131 shares · 0.1% of their software$2.4M+$1.9M
• MorningstarMORN15,950 shares · 0.1% of their software$2.4MFlat
• Lyft, Inc.LYFT47,251 shares · 0.1% of their software$2.0M+$884K
• Euronet Worldwide, Inc.EEFT12,725 shares · 0.1% of their software$2.0M−$14.0M
• CloudflareNET117,016 shares · 0.1% of their software$2.0MNew · +$2.2M
• RingCentralRNG9,444 shares · 0.1% of their software$1.6MFlat
• QualysQLYS18,979 shares · 0.1% of their software$1.6MFlat
• ACI WorldwideACIW38,920 shares · 0.1% of their software$1.5MFlat
• DatadogDDOG37,792 shares · 0.1% of their software$1.4MNew · +$1.3M
• Manhattan AssociatesMANH16,507 shares · 0.0% of their software$1.3MFlat
• PagSeguro Digital Ltd.PAGS38,215 shares · 0.0% of their software$1.3M+$1.1M
• DescartesDSGX28,282 shares · 0.0% of their software$1.2MFlat
• ZoomZM16,561 shares · 0.0% of their software$1.1M+$906K
• OneSpan Inc.OSPN44,772 shares · 0.0% of their software$763KNew · +$649K
• ZscalerZS16,340 shares · 0.0% of their software$756KFlat
• WixWIX6,053 shares · 0.0% of their software$742KFlat
• PagerDutyPD30,474 shares · 0.0% of their software$714KNew · +$861K
• ElasticESTC8,201 shares · 0.0% of their software$527KFlat
• HubSpotHUBS3,245 shares · 0.0% of their software$515KFlat
• StoneCo Ltd.STNE12,009 shares · 0.0% of their software$487KFlat
• WEX Inc.WEX2,310 shares · 0.0% of their software$485KFlat
• Alarm.com Holdings, Inc.ALRM10,078 shares · 0.0% of their software$433KFlat
• Cerence Inc.CRNC21,900 shares · 0.0% of their software$414KNew · Flat
• BoxBOX15,303 shares · 0.0% of their software$257KNew · Flat
• FastlyFSLY11,965 shares · 0.0% of their software$239KFlat
• Radware Ltd.RDWR7,849 shares · 0.0% of their software$203KNew · Flat
• Mitek Systems, Inc.MITK14,866 shares · 0.0% of their software$114KNew · Flat
• Digital TurbineAPPS15,885 shares · 0.0% of their software$113KNew · Flat
• ReposiTrak, Inc.TRAK11,800 shares · 0.0% of their software$60KNew · Flat