Generalist · ST. Louis, MO
Stifel Financial
Q4 2020 · compared with Q3 2020
Filed as Stifel Financial Corp
- Software
- $4.1B
- Weight of 13F
- 7.3%
- Names
- 110
- Net bought
- +$144M
Filed 12 February 2021 · SEC filing.
2,979 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
- MicrosoftMSFT6,864,732 shares · 37.2% of their software · price +$83.0M$1.5B+$46.0M
- AdobeADBE596,269 shares · 7.3% of their software · price +$5.8M$298M+$17.0M
- Automatic Data Processing, Inc.ADP1,600,958 shares · 6.9% of their software · price +$58.8M$282M−$5.6M
- SalesforceCRM1,261,371 shares · 6.8% of their software · price −$36.3M$281M+$9.8M
- IntuitINTU397,175 shares · 3.7% of their software · price +$21.3M$151M−$10.8M
- ServiceNowNOW210,331 shares · 2.8% of their software · price +$13.8M$116M+$8.8M
- OracleORCL1,630,452 shares · 2.6% of their software · price +$8.1M$105M+$5.6M
- NetApp, Inc.NTAP1,407,154 shares · 2.3% of their software · price +$31.5M$93.2M−$1.9M
- Palo Alto NetworksPANW238,382 shares · 2.1% of their software · price +$26.4M$84.7M+$6.1M
- ShopifySHOP71,859 shares · 2.0% of their software · price +$7.8M$81.3M+$4.0M
- AutodeskADSK236,137 shares · 1.8% of their software · price +$17.6M$72.1M+$8.8M
- FortinetFTNT410,387 shares · 1.5% of their software · price +$12.6M$61.0M+$2.8M
- Amdocs LimitedDOX822,905 shares · 1.4% of their software · price +$11.1M$58.4M+$2.8M
- VeriskVRSK269,846 shares · 1.4% of their software · price +$6.0M$56.0M+$2.8M
- CrowdStrikeCRWD248,681 shares · 1.3% of their software · price +$18.5M$52.7M+$4.6M
- PaycomPAYC107,494 shares · 1.2% of their software · price +$15.2M$48.6M−$2.4M
- Uber Technologies, Inc.UBER938,513 shares · 1.2% of their software · price +$13.6M$47.9M+$3.6M
- VeevaVEEV160,993 shares · 1.1% of their software · price −$1.4M$43.8M+$4.2M
- The Trade DeskTTD51,732 shares · 1.0% of their software · price +$14.6M$41.4M−$2.1M
- DocuSignDOCU180,382 shares · 1.0% of their software · price +$1.3M$40.1M+$1.6M
- CoStarCSGP42,413 shares · 1.0% of their software · price +$3.2M$39.2MFlat
- Paychex, Inc.PAYX376,761 shares · 0.9% of their software · price +$5.1M$35.1M+$861K
- Roper Technologies, Inc.ROP75,640 shares · 0.8% of their software · price +$2.7M$32.6M+$1.7M
- MongoDBMDB86,131 shares · 0.8% of their software · price +$11.0M$30.9M+$1.8M
- WorkdayWDAY124,258 shares · 0.7% of their software · price +$3.0M$29.8M+$6.8M
- Block, Inc.XYZ131,494 shares · 0.7% of their software · price +$7.2M$28.6M+$2.5M
- Fiserv, Inc.FISV230,373 shares · 0.6% of their software · price +$2.5M$26.2M+$3.2M
- AkamaiAKAM162,281 shares · 0.4% of their software · price −$901K$17.0M−$2.7M
- TwilioTWLO46,596 shares · 0.4% of their software · price +$4.3M$15.8M+$6.6M
- OktaOKTA60,532 shares · 0.4% of their software · price +$2.4M$15.4M+$972K
- BlackLineBL115,053 shares · 0.4% of their software · price +$5.0M$15.3MFlat
- Fair IsaacFICO25,994 shares · 0.3% of their software · price +$2.2M$13.3M+$980K
- Tyler TechnologiesTYL27,486 shares · 0.3% of their software · price +$2.4M$12.0MFlat
- DatadogDDOG120,730 shares · 0.3% of their software$11.9M+$3.8M
- PaylocityPCTY54,087 shares · 0.3% of their software · price +$2.4M$11.1MFlat
- SAPSAP83,332 shares · 0.3% of their software · price −$2.1M$10.9M−$1.4M
- FactSetFDS32,540 shares · 0.3% of their software$10.8MFlat
- TrimbleTRMB148,070 shares · 0.2% of their software · price +$2.7M$9.9MFlat
- GoDaddyGDDY113,731 shares · 0.2% of their software · price +$794K$9.4MFlat
- ZoomZM26,230 shares · 0.2% of their software · price −$3.5M$8.8M−$5.4M
- SS&CSSNC117,198 shares · 0.2% of their software · price +$1.4M$8.5M−$5.2M
- SynopsysSNPS31,393 shares · 0.2% of their software · price +$1.4M$8.1M+$2.4M
- BroadridgeBR52,349 shares · 0.2% of their software · price +$1.1M$8.0M−$1.8M
- RingCentralRNG20,231 shares · 0.2% of their software · price +$2.1M$7.7M−$552K
- ZscalerZS34,242 shares · 0.2% of their software · price +$2.0M$6.8MFlat
- NICENICE22,185 shares · 0.2% of their software · price +$1.3M$6.3MFlat
- GuidewireGWRE48,608 shares · 0.2% of their software · price +$1.2M$6.3M+$726K
- PalantirPLTR263,851 shares · 0.2% of their software · price +$3.7M$6.2M+$2.3M
- BILLBILL43,117 shares · 0.1% of their software · price +$1.6M$5.9MFlat
- NutanixNTNX178,712 shares · 0.1% of their software · price +$1.7M$5.7MFlat
- Manhattan AssociatesMANH40,171 shares · 0.1% of their software$4.2MFlat
- MorningstarMORN17,816 shares · 0.1% of their software · price +$1.3M$4.1MFlat
- VeriSign, Inc.VRSN18,754 shares · 0.1% of their software$4.1MFlat
- SPS CommerceSPSC36,459 shares · 0.1% of their software · price +$1.1M$4.0MFlat
- HubSpotHUBS9,683 shares · 0.1% of their software · price +$1.0M$3.8M+$1.2M
- CadenceCDNS27,066 shares · 0.1% of their software · price +$807K$3.7MFlat
- Cerence Inc.CRNC36,162 shares · 0.1% of their software · price +$1.9M$3.6MFlat
- FastlyFSLY39,449 shares · 0.1% of their software$3.4M+$777K
- PTCPTC28,542 shares · 0.1% of their software · price +$1.1M$3.4M+$504K
- CloudflareNET43,553 shares · 0.1% of their software · price +$1.5M$3.3MFlat
- UnityU20,941 shares · 0.1% of their software · price +$1.4M$3.2MNew · +$1.8M
- PagSeguro Digital Ltd.PAGS53,663 shares · 0.1% of their software · price +$1.0M$3.1MFlat
- Digital TurbineAPPS51,377 shares · 0.1% of their software · price +$1.2M$2.9M+$937K
- DropboxDBX128,665 shares · 0.1% of their software$2.9M−$673K
- EVERTEC, Inc.EVTC72,302 shares · 0.1% of their software$2.8MNew · +$2.5M
- QualysQLYS22,764 shares · 0.1% of their software · price +$543K$2.8MFlat
- Five9FIVN15,179 shares · 0.1% of their software · price +$679K$2.6MFlat
- TenableTENB50,506 shares · 0.1% of their software · price +$733K$2.6MFlat
- SnowflakeSNOW9,361 shares · 0.1% of their software$2.6M+$1.2M
- Rapid7RPD29,057 shares · 0.1% of their software · price +$840K$2.6M−$967K
- Sabre CorporationSABR197,752 shares · 0.1% of their software · price +$1.1M$2.4M+$919K
- i3 Verticals, Inc.IIIV64,724 shares · 0.1% of their software · price +$515K$2.1MFlat
- ZoomInfoZI44,194 shares · 0.1% of their software$2.1M—
- Health CatalystHCAT48,542 shares · 0.1% of their software$2.1M+$690K
- WixWIX8,043 shares · 0.0% of their software$2.0M+$758K
- Alarm.com Holdings, Inc.ALRM16,044 shares · 0.0% of their software · price +$773K$1.7MFlat
- WorkivaWK17,767 shares · 0.0% of their software · price +$637K$1.6MFlat
- Lyft, Inc.LYFT30,713 shares · 0.0% of their software · price +$663K$1.5MFlat
- F5, Inc.FFIV8,280 shares · 0.0% of their software$1.5M+$711K
- ACI WorldwideACIW37,545 shares · 0.0% of their software$1.4MFlat
- Telos CorporationTLS42,109 shares · 0.0% of their software$1.4MNew · +$1.4M
- DomoDOMO21,477 shares · 0.0% of their software$1.4MNew
- StoneCo Ltd.STNE15,262 shares · 0.0% of their software$1.3MFlat
- Repay Holdings CorporationRPAY45,441 shares · 0.0% of their software$1.2M+$639K
- Shift4 Payments, Inc.FOUR14,001 shares · 0.0% of their software$1.1MNew · +$677K
- DynatraceDT22,308 shares · 0.0% of their software$965KFlat
- Check PointCHKP6,771 shares · 0.0% of their software$900KFlat
- Sprout SocialSPT17,995 shares · 0.0% of their software$817KFlat
- PhreesiaPHR14,921 shares · 0.0% of their software$810KNew · Flat
- Gen DigitalGEN37,170 shares · 0.0% of their software$772KFlat
- DescartesDSGX13,075 shares · 0.0% of their software$765KFlat
- AsanaASAN25,488 shares · 0.0% of their software$753KNew · +$734K
- ElasticESTC4,894 shares · 0.0% of their software$715KFlat
- OpenTextOTEX14,928 shares · 0.0% of their software$679KNew · +$631K
- Q2QTWO5,303 shares · 0.0% of their software$671KNew · Flat
- Strategy IncMSTR1,617 shares · 0.0% of their software$629KNew · Flat
- MagniteMGNI18,012 shares · 0.0% of their software$553KNew · Flat
- Commerce.com, Inc.CMRC8,015 shares · 0.0% of their software$514KFlat
- Simulations PlusSLP5,901 shares · 0.0% of their software$425KNew · Flat
- Euronet Worldwide, Inc.EEFT2,772 shares · 0.0% of their software$403KSplit
- BoxBOX21,618 shares · 0.0% of their software$390KFlat
- BlackBerry LimitedBB52,614 shares · 0.0% of their software$349KFlat
- Endava plcDAVA4,163 shares · 0.0% of their software$320KNew · Flat
- LiveRamp Holdings, Inc.RAMP4,357 shares · 0.0% of their software$319KFlat
- CommvaultCVLT5,590 shares · 0.0% of their software$310KFlat
- Bandwidth Inc.BAND2,008 shares · 0.0% of their software$309KNew · Flat
- Mitek Systems, Inc.MITK16,449 shares · 0.0% of their software$292KFlat
- AppianAPPN1,590 shares · 0.0% of their software$258KNew · Flat
- PagerDutyPD6,064 shares · 0.0% of their software$253KNew · Flat
- JFrogFROG3,405 shares · 0.0% of their software$214KNew · Flat