Generalist · ST. Louis, MO
Stifel Financial
Q1 2020 · compared with Q4 2019
Filed as Stifel Financial Corp
- Software
- $2.4B
- Weight of 13F
- 6.6%
- Names
- 84
- Net bought
- −$277M
Filed 14 May 2020 · SEC filing.
2,697 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
- MicrosoftMSFT6,800,745 shares · 45.3% of their software$1.1B−$71.1M
- Automatic Data Processing, Inc.ADP1,339,021 shares · 7.7% of their software · price −$45.3M$183M+$18.2M
- AdobeADBE556,592 shares · 7.5% of their software · price −$6.4M$177M−$40.4M
- SalesforceCRM1,044,902 shares · 6.3% of their software · price −$19.5M$150M−$16.5M
- IntuitINTU426,480 shares · 4.1% of their software · price −$13.6M$98.0M−$14.4M
- OracleORCL1,529,529 shares · 3.1% of their software · price −$7.1M$73.9M−$30.7M
- NetApp, Inc.NTAP1,749,162 shares · 3.1% of their software · price −$36.0M$73.2MFlat
- ServiceNowNOW125,105 shares · 1.5% of their software · price +$533K$35.8M+$1.0M
- PaycomPAYC169,477 shares · 1.4% of their software · price −$10.6M$34.2M+$1.8M
- ShopifySHOP78,576 shares · 1.4% of their software · price +$1.5M$32.8M−$989K
- Palo Alto NetworksPANW157,653 shares · 1.1% of their software · price −$10.6M$25.7M+$2.4M
- Amdocs LimitedDOX462,223 shares · 1.1% of their software · price −$8.0M$25.4M−$3.0M
- Fiserv, Inc.FISV265,024 shares · 1.1% of their software · price −$5.5M$25.2M+$1.8M
- CoStarCSGP40,824 shares · 1.0% of their software$24.0M+$4.0M
- VeriskVRSK160,263 shares · 0.9% of their software · price −$1.6M$22.4M+$8.2M
- DocuSignDOCU239,236 shares · 0.9% of their software · price +$4.4M$22.1M−$820K
- Roper Technologies, Inc.ROP68,433 shares · 0.9% of their software · price −$2.9M$21.4M+$1.6M
- Paychex, Inc.PAYX327,614 shares · 0.9% of their software · price −$7.3M$20.6M−$6.9M
- Uber Technologies, Inc.UBER703,196 shares · 0.8% of their software · price −$1.3M$19.8M+$2.2M
- VeevaVEEV102,514 shares · 0.7% of their software · price +$1.6M$16.1M−$11.9M
- AkamaiAKAM164,051 shares · 0.6% of their software · price +$838K$14.9M−$3.4M
- WorkdayWDAY110,653 shares · 0.6% of their software · price −$3.8M$14.4M+$1.1M
- The Trade DeskTTD63,473 shares · 0.5% of their software · price −$4.2M$12.3M+$1.0M
- FortinetFTNT104,830 shares · 0.4% of their software · price −$586K$10.6M+$8.5M
- Block, Inc.XYZ198,801 shares · 0.4% of their software · price −$2.0M$10.4M−$2.5M
- SAPSAP87,234 shares · 0.4% of their software · price −$2.0M$9.7M−$9.6M
- CrowdStrikeCRWD164,848 shares · 0.4% of their software · price +$958K$9.2M+$3.7M
- PaylocityPCTY102,597 shares · 0.4% of their software · price −$3.3M$9.1MFlat
- SS&CSSNC194,464 shares · 0.4% of their software · price −$3.4M$8.5MFlat
- MongoDBMDB57,276 shares · 0.3% of their software$7.8M+$2.2M
- Tyler TechnologiesTYL26,021 shares · 0.3% of their software$7.7MFlat
- AutodeskADSK45,169 shares · 0.3% of their software · price −$1.2M$7.0M−$15.6M
- FactSetFDS26,459 shares · 0.3% of their software$6.9MFlat
- OktaOKTA53,927 shares · 0.3% of their software$6.6M+$3.7M
- BlackLineBL117,683 shares · 0.3% of their software$6.2MFlat
- BroadridgeBR57,921 shares · 0.2% of their software · price −$1.7M$5.5M+$593K
- TrimbleTRMB159,741 shares · 0.2% of their software · price −$1.6M$5.1M−$3.2M
- ZoomZM33,836 shares · 0.2% of their software · price +$2.6M$4.9M+$1.2M
- Fair IsaacFICO15,085 shares · 0.2% of their software · price −$1.0M$4.6M+$566K
- RingCentralRNG17,501 shares · 0.2% of their software · price +$757K$3.7M+$1.4M
- NICENICE24,128 shares · 0.1% of their software$3.5MFlat
- NutanixNTNX212,081 shares · 0.1% of their software · price −$3.3M$3.2M+$2.1M
- VeriSign, Inc.VRSN17,362 shares · 0.1% of their software$3.1M−$13.8M
- TwilioTWLO33,694 shares · 0.1% of their software$3.0M−$2.8M
- DatadogDDOG82,085 shares · 0.1% of their software$2.9M+$1.7M
- GuidewireGWRE32,224 shares · 0.1% of their software · price −$982K$2.5MFlat
- GoDaddyGDDY40,551 shares · 0.1% of their software$2.3M−$1.3M
- MorningstarMORN17,398 shares · 0.1% of their software · price −$610K$2.0MFlat
- QualysQLYS23,006 shares · 0.1% of their software$2.0MFlat
- Five9FIVN23,352 shares · 0.1% of their software$1.8M−$13.9M
- Manhattan AssociatesMANH35,352 shares · 0.1% of their software · price −$1.1M$1.8M+$1.5M
- i3 Verticals, Inc.IIIV91,655 shares · 0.1% of their software · price −$840K$1.7MFlat
- ZscalerZS27,284 shares · 0.1% of their software$1.7M+$509K
- Lyft, Inc.LYFT49,464 shares · 0.1% of their software · price −$800K$1.3MFlat
- Rapid7RPD25,562 shares · 0.0% of their software$1.1M−$11.0M
- ACI WorldwideACIW43,966 shares · 0.0% of their software · price −$604K$1.1MFlat
- SynopsysSNPS8,002 shares · 0.0% of their software$1.0M−$8.7M
- CloudflareNET43,346 shares · 0.0% of their software$1.0M−$1.3M
- SPS CommerceSPSC20,912 shares · 0.0% of their software$1.0M−$13.4M
- PTCPTC17,082 shares · 0.0% of their software$991K−$4.4M
- DescartesDSGX26,222 shares · 0.0% of their software$905KFlat
- OneSpan Inc.OSPN45,941 shares · 0.0% of their software$833KFlat
- CadenceCDNS11,717 shares · 0.0% of their software$774K−$2.1M
- Check PointCHKP6,489 shares · 0.0% of their software$653K−$6.7M
- TenableTENB26,902 shares · 0.0% of their software$590KNew · +$645K
- ElasticESTC10,363 shares · 0.0% of their software$578KFlat
- PagSeguro Digital Ltd.PAGS28,541 shares · 0.0% of their software$562KFlat
- Gen DigitalGEN26,478 shares · 0.0% of their software$492K−$11.8M
- WixWIX4,552 shares · 0.0% of their software$461KFlat
- Alarm.com Holdings, Inc.ALRM11,581 shares · 0.0% of their software$452KFlat
- HubSpotHUBS2,831 shares · 0.0% of their software$378KFlat
- StoneCo Ltd.STNE14,444 shares · 0.0% of their software$315KFlat
- Cerence Inc.CRNC24,878 shares · 0.0% of their software$302KFlat
- Radware Ltd.RDWR12,715 shares · 0.0% of their software$270KFlat
- LiveRamp Holdings, Inc.RAMP7,669 shares · 0.0% of their software$250K−$2.7M
- BoxBOX17,553 shares · 0.0% of their software$245KFlat
- F5, Inc.FFIV2,070 shares · 0.0% of their software$222K−$9.0M
- BlackbaudBLKB3,965 shares · 0.0% of their software$217KNew · Flat
- DropboxDBX11,913 shares · 0.0% of their software$215KNew · Flat
- FastlyFSLY10,803 shares · 0.0% of their software$204KFlat
- Repay Holdings CorporationRPAY13,733 shares · 0.0% of their software$197KNew · Flat
- Sabre CorporationSABR31,689 shares · 0.0% of their software · price −$523K$190KNew · +$711K
- Digital TurbineAPPS39,692 shares · 0.0% of their software$171KFlat
- Mitek Systems, Inc.MITK14,171 shares · 0.0% of their software$111KFlat