Generalist · ST. Louis, MO
Stifel Financial
Q3 2020 · compared with Q2 2020
Filed as Stifel Financial Corp
- Software
- $3.5B
- Weight of 13F
- 7.3%
- Names
- 95
- Net bought
- +$101M
Filed 16 November 2020 · SEC filing.
2,824 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
- MicrosoftMSFT6,646,029 shares · 39.6% of their software · price +$45.3M$1.4B+$33.1M
- SalesforceCRM1,222,335 shares · 8.7% of their software · price +$78.2M$307M+$4.3M
- AdobeADBE561,689 shares · 7.8% of their software · price +$31.0M$275M−$2.8M
- Automatic Data Processing, Inc.ADP1,641,311 shares · 6.5% of their software · price −$15.4M$229M+$33.5M
- IntuitINTU430,424 shares · 4.0% of their software · price +$12.9M$140M+$2.4M
- ServiceNowNOW192,144 shares · 2.6% of their software · price +$15.4M$93.2M+$3.6M
- OracleORCL1,537,114 shares · 2.6% of their software · price +$6.8M$91.8M+$5.9M
- ShopifySHOP67,933 shares · 2.0% of their software · price +$5.0M$69.5M−$6.5M
- NetApp, Inc.NTAP1,450,384 shares · 1.8% of their software · price −$769K$63.6M−$10.6M
- Palo Alto NetworksPANW213,627 shares · 1.5% of their software · price +$3.2M$52.3M+$5.0M
- VeriskVRSK254,577 shares · 1.3% of their software · price +$3.8M$47.2M+$6.7M
- AutodeskADSK197,852 shares · 1.3% of their software · price −$1.6M$45.7M+$2.9M
- FortinetFTNT386,699 shares · 1.3% of their software · price −$7.5M$45.6M+$10.6M
- Amdocs LimitedDOX774,385 shares · 1.3% of their software · price −$2.7M$44.5M+$15.2M
- VeevaVEEV146,030 shares · 1.2% of their software · price +$6.8M$41.1M+$1.1M
- DocuSignDOCU172,847 shares · 1.1% of their software · price +$7.4M$37.2M−$3.7M
- CoStarCSGP42,373 shares · 1.0% of their software · price +$5.8M$36.0MFlat
- PaycomPAYC115,178 shares · 1.0% of their software$35.9M−$15.8M
- Uber Technologies, Inc.UBER838,626 shares · 0.9% of their software · price +$4.5M$30.6M+$2.7M
- CrowdStrikeCRWD214,871 shares · 0.8% of their software · price +$8.0M$29.5M+$2.4M
- Paychex, Inc.PAYX365,963 shares · 0.8% of their software · price +$1.5M$29.2M+$2.4M
- The Trade DeskTTD55,851 shares · 0.8% of their software · price +$6.3M$29.0M−$991K
- Roper Technologies, Inc.ROP71,309 shares · 0.8% of their software$28.2MFlat
- AkamaiAKAM186,693 shares · 0.6% of their software · price +$644K$20.6M+$1.8M
- Fiserv, Inc.FISV198,953 shares · 0.6% of their software · price +$1.1M$20.5M−$5.4M
- WorkdayWDAY92,813 shares · 0.6% of their software · price +$2.6M$20.0MFlat
- Block, Inc.XYZ116,381 shares · 0.5% of their software · price +$6.7M$18.9M−$764K
- MongoDBMDB78,571 shares · 0.5% of their software$18.2M+$2.6M
- ZoomZM37,653 shares · 0.5% of their software · price +$8.2M$17.7M−$839K
- SAPSAP92,602 shares · 0.4% of their software · price +$1.5M$14.4M+$621K
- SS&CSSNC203,040 shares · 0.3% of their software · price +$820K$12.3M+$1.3M
- OktaOKTA55,987 shares · 0.3% of their software · price +$763K$12.0MFlat
- FactSetFDS31,597 shares · 0.3% of their software$10.6M+$1.1M
- Fair IsaacFICO23,691 shares · 0.3% of their software$10.1M+$1.2M
- BlackLineBL110,344 shares · 0.3% of their software · price +$742K$9.9M−$509K
- Tyler TechnologiesTYL27,243 shares · 0.3% of their software$9.5MFlat
- BroadridgeBR66,100 shares · 0.2% of their software$8.7M+$1.2M
- DatadogDDOG83,112 shares · 0.2% of their software · price +$1.3M$8.5MFlat
- PaylocityPCTY51,439 shares · 0.2% of their software · price +$799K$8.3MFlat
- GoDaddyGDDY107,839 shares · 0.2% of their software$8.2M+$917K
- TrimbleTRMB150,997 shares · 0.2% of their software · price +$832K$7.4MFlat
- RingCentralRNG22,240 shares · 0.2% of their software$6.1M+$699K
- TwilioTWLO19,747 shares · 0.1% of their software · price +$546K$4.9MFlat
- NICENICE20,917 shares · 0.1% of their software · price +$790K$4.7M−$926K
- ZscalerZS32,357 shares · 0.1% of their software · price +$1.0M$4.6M+$543K
- GuidewireGWRE41,647 shares · 0.1% of their software$4.3MFlat
- SynopsysSNPS20,118 shares · 0.1% of their software$4.3MFlat
- BILLBILL42,515 shares · 0.1% of their software$4.3MFlat
- NutanixNTNX176,736 shares · 0.1% of their software$3.9MFlat
- VeriSign, Inc.VRSN17,848 shares · 0.1% of their software$3.7MFlat
- ZoomInfoZI84,633 shares · 0.1% of their software$3.6MNew
- Manhattan AssociatesMANH36,956 shares · 0.1% of their software$3.5MFlat
- DropboxDBX163,589 shares · 0.1% of their software$3.2M+$1.3M
- MorningstarMORN18,250 shares · 0.1% of their software$2.9MFlat
- FastlyFSLY31,157 shares · 0.1% of their software$2.9M+$1.1M
- CadenceCDNS26,727 shares · 0.1% of their software$2.9MFlat
- Rapid7RPD44,852 shares · 0.1% of their software$2.7M+$1.0M
- SPS CommerceSPSC33,052 shares · 0.1% of their software$2.6M+$1.0M
- Five9FIVN16,429 shares · 0.1% of their software$2.1MFlat
- TenableTENB50,287 shares · 0.1% of their software$1.9MFlat
- QualysQLYS19,303 shares · 0.1% of their software$1.9MFlat
- PTCPTC22,450 shares · 0.1% of their software$1.9MFlat
- PagSeguro Digital Ltd.PAGS45,691 shares · 0.0% of their software$1.7MFlat
- i3 Verticals, Inc.IIIV63,842 shares · 0.0% of their software$1.6M−$545K
- HubSpotHUBS5,505 shares · 0.0% of their software$1.6MFlat
- CloudflareNET35,959 shares · 0.0% of their software$1.5M−$739K
- ACI WorldwideACIW55,726 shares · 0.0% of their software$1.5MFlat
- Cerence Inc.CRNC26,627 shares · 0.0% of their software$1.3MFlat
- WixWIX5,070 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW4,662 shares · 0.0% of their software$1.2MNew · +$1.2M
- Health CatalystHCAT29,692 shares · 0.0% of their software$1.1MFlat
- DynatraceDT23,801 shares · 0.0% of their software$977KFlat
- Gen DigitalGEN46,127 shares · 0.0% of their software$961KFlat
- Sprout SocialSPT23,871 shares · 0.0% of their software$919KFlat
- WorkivaWK16,181 shares · 0.0% of their software$902KNew · +$866K
- StoneCo Ltd.STNE16,652 shares · 0.0% of their software$881KFlat
- Check PointCHKP7,314 shares · 0.0% of their software$880KFlat
- BoxBOX47,610 shares · 0.0% of their software$827KFlat
- Lyft, Inc.LYFT27,698 shares · 0.0% of their software$763K−$527K
- Digital TurbineAPPS22,745 shares · 0.0% of their software$745KFlat
- Alarm.com Holdings, Inc.ALRM11,463 shares · 0.0% of their software$633KFlat
- Commerce.com, Inc.CMRC7,018 shares · 0.0% of their software$585KNew · +$585K
- ElasticESTC4,848 shares · 0.0% of their software$523KFlat
- Euronet Worldwide, Inc.EEFT5,518 shares · 0.0% of their software$503KFlat
- Repay Holdings CorporationRPAY18,246 shares · 0.0% of their software$429K−$556K
- DescartesDSGX7,501 shares · 0.0% of their software$427K−$800K
- Sabre CorporationSABR56,627 shares · 0.0% of their software$368KFlat
- F5, Inc.FFIV2,489 shares · 0.0% of their software$306KFlat
- Radware Ltd.RDWR12,305 shares · 0.0% of their software$298KFlat
- CommvaultCVLT6,034 shares · 0.0% of their software$246KNew · Flat
- LiveRamp Holdings, Inc.RAMP4,666 shares · 0.0% of their software$242KFlat
- AppFolioAPPF1,580 shares · 0.0% of their software$224KNew · Flat
- Mitek Systems, Inc.MITK14,704 shares · 0.0% of their software$187KFlat
- PalantirPLTR19,025 shares · 0.0% of their software$181KNew · Flat
- BlackBerry LimitedBB10,214 shares · 0.0% of their software$47KNew · Flat