Generalist · ST. Louis, MO
Stifel Financial
Q2 2020 · compared with Q1 2020
Filed as Stifel Financial Corp
- Software
- $3.2B
- Weight of 13F
- 7.3%
- Names
- 89
- Net bought
- +$66.1M
Filed 14 August 2020 · SEC filing.
2,787 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
- MicrosoftMSFT6,483,396 shares · 41.5% of their software · price +$297M$1.3B−$50.0M
- AdobeADBE568,011 shares · 7.8% of their software · price +$66.5M$247M+$3.6M
- SalesforceCRM1,199,519 shares · 7.1% of their software · price +$52.0M$225M+$22.3M
- Automatic Data Processing, Inc.ADP1,416,562 shares · 6.6% of their software · price +$17.3M$211M+$10.6M
- IntuitINTU422,361 shares · 3.9% of their software · price +$28.0M$125MFlat
- OracleORCL1,429,734 shares · 2.5% of their software · price +$9.9M$79.0M−$4.8M
- NetApp, Inc.NTAP1,688,579 shares · 2.4% of their software · price +$4.5M$74.9M−$2.5M
- ServiceNowNOW183,273 shares · 2.3% of their software · price +$21.7M$74.2M+$16.7M
- ShopifySHOP74,826 shares · 2.2% of their software · price +$39.8M$71.0M−$1.6M
- PaycomPAYC166,345 shares · 1.6% of their software · price +$17.9M$51.5M−$633K
- AutodeskADSK185,852 shares · 1.4% of their software · price +$15.4M$44.5M+$22.0M
- Palo Alto NetworksPANW191,946 shares · 1.4% of their software · price +$12.6M$44.1M+$5.6M
- FortinetFTNT309,688 shares · 1.3% of their software · price +$11.2M$42.5M+$20.7M
- VeriskVRSK215,217 shares · 1.2% of their software · price +$6.6M$36.6M+$7.7M
- DocuSignDOCU194,168 shares · 1.1% of their software · price +$15.5M$33.4M−$4.2M
- VeevaVEEV141,375 shares · 1.0% of their software · price +$11.0M$33.1M+$6.1M
- Amdocs LimitedDOX525,474 shares · 1.0% of their software · price +$3.1M$32.0M+$3.5M
- CoStarCSGP41,938 shares · 0.9% of their software · price +$5.2M$29.8M+$654K
- Roper Technologies, Inc.ROP72,275 shares · 0.9% of their software · price +$5.5M$28.1M+$1.2M
- Paychex, Inc.PAYX333,840 shares · 0.8% of their software · price +$4.3M$25.3MFlat
- Fiserv, Inc.FISV254,147 shares · 0.8% of their software · price +$668K$24.8M−$1.0M
- The Trade DeskTTD58,290 shares · 0.7% of their software · price +$12.4M$23.7M−$1.0M
- Uber Technologies, Inc.UBER752,675 shares · 0.7% of their software · price +$2.4M$23.4M+$1.4M
- CrowdStrikeCRWD191,113 shares · 0.6% of their software · price +$8.5M$19.2M+$1.5M
- AkamaiAKAM170,264 shares · 0.6% of their software · price +$2.7M$18.2M+$568K
- WorkdayWDAY92,552 shares · 0.5% of their software · price +$5.3M$17.3M−$2.4M
- MongoDBMDB67,155 shares · 0.5% of their software · price +$6.0M$15.2M+$1.3M
- Block, Inc.XYZ123,666 shares · 0.4% of their software · price +$6.5M$13.0M−$3.9M
- SAPSAP88,168 shares · 0.4% of their software · price +$2.6M$12.3MFlat
- OktaOKTA54,005 shares · 0.3% of their software · price +$4.2M$10.8MFlat
- ZoomZM40,963 shares · 0.3% of their software · price +$4.4M$10.4M+$1.0M
- SS&CSSNC180,533 shares · 0.3% of their software · price +$2.3M$10.2M−$610K
- BlackLineBL116,488 shares · 0.3% of their software · price +$3.5M$9.7MFlat
- FactSetFDS28,383 shares · 0.3% of their software · price +$1.9M$9.3M+$502K
- Tyler TechnologiesTYL26,276 shares · 0.3% of their software · price +$1.3M$9.1MFlat
- Fair IsaacFICO20,743 shares · 0.3% of their software · price +$2.3M$8.7M+$1.7M
- PaylocityPCTY52,052 shares · 0.2% of their software · price +$3.0M$7.6MSplit
- BroadridgeBR56,850 shares · 0.2% of their software · price +$1.8M$7.2MFlat
- DatadogDDOG82,230 shares · 0.2% of their software · price +$4.2M$7.2MFlat
- GoDaddyGDDY95,337 shares · 0.2% of their software · price +$1.5M$7.0M+$3.1M
- TrimbleTRMB156,897 shares · 0.2% of their software · price +$1.8M$6.8MFlat
- RingCentralRNG19,789 shares · 0.2% of their software · price +$1.4M$5.6MFlat
- NICENICE25,811 shares · 0.2% of their software · price +$1.2M$4.9MFlat
- TwilioTWLO20,162 shares · 0.1% of their software · price +$2.6M$4.4M−$1.2M
- GuidewireGWRE39,097 shares · 0.1% of their software · price +$1.2M$4.3M+$545K
- NutanixNTNX166,133 shares · 0.1% of their software · price +$1.3M$3.9M−$726K
- BILLBILL41,648 shares · 0.1% of their software · price +$2.3M$3.8MNew · +$1.4M
- VeriSign, Inc.VRSN17,819 shares · 0.1% of their software$3.7MFlat
- SynopsysSNPS18,528 shares · 0.1% of their software · price +$1.2M$3.6M+$1.4M
- Manhattan AssociatesMANH35,606 shares · 0.1% of their software · price +$1.6M$3.4MFlat
- ZscalerZS27,394 shares · 0.1% of their software · price +$1.3M$3.0MFlat
- MorningstarMORN19,333 shares · 0.1% of their software$2.7MFlat
- i3 Verticals, Inc.IIIV81,866 shares · 0.1% of their software · price +$914K$2.5MFlat
- CadenceCDNS23,686 shares · 0.1% of their software · price +$709K$2.3M+$790K
- DropboxDBX103,382 shares · 0.1% of their software$2.3M+$1.7M
- Five9FIVN19,108 shares · 0.1% of their software · price +$654K$2.1MFlat
- CloudflareNET56,527 shares · 0.1% of their software · price +$705K$2.0MFlat
- QualysQLYS18,588 shares · 0.1% of their software$1.9MFlat
- TenableTENB60,250 shares · 0.1% of their software$1.8M+$729K
- FastlyFSLY18,793 shares · 0.1% of their software · price +$1.2M$1.6MFlat
- SPS CommerceSPSC19,726 shares · 0.0% of their software · price +$564K$1.5MFlat
- PTCPTC18,617 shares · 0.0% of their software$1.4MFlat
- Lyft, Inc.LYFT43,654 shares · 0.0% of their software$1.4MFlat
- OneSpan Inc.OSPN50,850 shares · 0.0% of their software$1.4MFlat
- PagSeguro Digital Ltd.PAGS37,396 shares · 0.0% of their software · price +$599K$1.3MFlat
- Rapid7RPD25,238 shares · 0.0% of their software$1.3MFlat
- DescartesDSGX22,624 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW43,867 shares · 0.0% of their software$1.2MFlat
- HubSpotHUBS5,256 shares · 0.0% of their software$1.2MFlat
- WixWIX4,261 shares · 0.0% of their software · price +$662K$1.1MFlat
- Cerence Inc.CRNC25,925 shares · 0.0% of their software · price +$660K$1.1MFlat
- Repay Holdings CorporationRPAY40,815 shares · 0.0% of their software$1.0MFlat
- DynatraceDT22,047 shares · 0.0% of their software$895KNew · +$526K
- Alarm.com Holdings, Inc.ALRM13,652 shares · 0.0% of their software$884KFlat
- Health CatalystHCAT26,995 shares · 0.0% of their software$788KNew · +$706K
- Check PointCHKP6,359 shares · 0.0% of their software$683KFlat
- Sprout SocialSPT23,051 shares · 0.0% of their software$622KNew · Flat
- Gen DigitalGEN27,571 shares · 0.0% of their software$546KFlat
- BoxBOX24,064 shares · 0.0% of their software$500KFlat
- Sabre CorporationSABR56,416 shares · 0.0% of their software$455KFlat
- Digital TurbineAPPS35,836 shares · 0.0% of their software$450KFlat
- WEX Inc.WEX2,538 shares · 0.0% of their software$419KNew · Flat
- F5, Inc.FFIV3,002 shares · 0.0% of their software$418KFlat
- StoneCo Ltd.STNE7,820 shares · 0.0% of their software$303KSplit
- LiveRamp Holdings, Inc.RAMP7,063 shares · 0.0% of their software$300KFlat
- ElasticESTC3,129 shares · 0.0% of their software$289KFlat
- Radware Ltd.RDWR12,148 shares · 0.0% of their software$287KFlat
- Euronet Worldwide, Inc.EEFT2,443 shares · 0.0% of their software$234KNew · Flat
- Mitek Systems, Inc.MITK14,429 shares · 0.0% of their software$139KFlat