Generalist · ST. Louis, MO
Stifel Financial
Q1 2022 · compared with Q4 2021
Filed as Stifel Financial Corp
- Software
- $5.3B
- Weight of 13F
- 7.2%
- Names
- 130
- Net bought
- +$15.9M
Filed 13 May 2022 · SEC filing.
3,312 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
- MicrosoftMSFT7,428,842 shares · 43.4% of their software · price −$208M$2.3B+$27.9M
- Automatic Data Processing, Inc.ADP1,699,566 shares · 7.3% of their software · price −$32.4M$387M+$9.4M
- SalesforceCRM1,510,891 shares · 6.1% of their software · price −$63.2M$321M+$8.1M
- AdobeADBE646,599 shares · 5.6% of their software · price −$72.1M$295M+$34.5M
- Palo Alto NetworksPANW347,692 shares · 4.1% of their software · price +$22.9M$216M−$7.0M
- ServiceNowNOW351,568 shares · 3.7% of their software · price −$32.4M$196M+$13.4M
- IntuitINTU388,367 shares · 3.5% of their software · price −$63.1M$187M−$18.7M
- OracleORCL1,856,384 shares · 2.9% of their software · price −$8.3M$154M+$3.0M
- CrowdStrikeCRWD495,095 shares · 2.1% of their software · price +$11.1M$112M+$32.8M
- FortinetFTNT242,465 shares · 1.6% of their software · price −$4.3M$82.9M−$2.5M
- Paychex, Inc.PAYX578,249 shares · 1.5% of their software$78.9M+$8.2M
- Amdocs LimitedDOX823,060 shares · 1.3% of their software · price +$6.1M$67.7M+$1.6M
- AutodeskADSK271,579 shares · 1.1% of their software · price −$18.2M$58.2M−$10.9M
- Uber Technologies, Inc.UBER1,311,389 shares · 0.9% of their software · price −$8.2M$46.8M−$6.2M
- WorkdayWDAY176,546 shares · 0.8% of their software · price −$6.0M$42.3M+$1.6M
- Roper Technologies, Inc.ROP72,659 shares · 0.7% of their software · price −$1.4M$34.3M+$1.2M
- MongoDBMDB76,443 shares · 0.6% of their software · price −$6.6M$33.9M+$5.2M
- VeriskVRSK136,392 shares · 0.6% of their software · price −$1.9M$29.3M−$10.1M
- PaycomPAYC81,963 shares · 0.5% of their software · price −$5.6M$28.4M−$2.1M
- The Trade DeskTTD392,205 shares · 0.5% of their software · price −$8.8M$27.2M−$10.0M
- VeevaVEEV123,989 shares · 0.5% of their software · price −$5.3M$26.3M−$7.2M
- CoStarCSGP386,110 shares · 0.5% of their software · price −$4.8M$25.7M+$1.9M
- Fiserv, Inc.FISV251,939 shares · 0.5% of their software · price −$602K$25.5M+$1.4M
- SentinelOneS648,359 shares · 0.5% of their software · price −$7.6M$25.1M+$24.2M
- UnityU236,981 shares · 0.4% of their software · price −$10.4M$23.5M+$10.6M
- Block, Inc.XYZ172,528 shares · 0.4% of their software · price −$4.5M$23.4M+$5.1M
- NetApp, Inc.NTAP278,782 shares · 0.4% of their software · price −$2.5M$23.1M−$58.7M
- ShopifySHOP31,834 shares · 0.4% of their software · price −$22.3M$21.5M−$56.3M
- DatadogDDOG138,621 shares · 0.4% of their software · price −$3.7M$21.0M+$2.4M
- FactSetFDS38,813 shares · 0.3% of their software · price −$2.0M$16.9M−$3.9M
- Fair IsaacFICO31,739 shares · 0.3% of their software · price +$1.0M$14.8M+$501K
- Bentley SystemsBSY331,831 shares · 0.3% of their software · price −$1.4M$14.7M+$5.0M
- ZscalerZS59,957 shares · 0.3% of their software · price −$4.8M$14.5MFlat
- Tyler TechnologiesTYL31,188 shares · 0.3% of their software · price −$2.9M$13.9M+$1.9M
- TrimbleTRMB186,951 shares · 0.3% of their software · price −$2.8M$13.5M−$1.5M
- DocuSignDOCU118,000 shares · 0.2% of their software · price −$5.3M$12.6MFlat
- BILLBILL52,923 shares · 0.2% of their software · price −$1.2M$12.0M+$3.2M
- SS&CSSNC157,773 shares · 0.2% of their software · price −$1.1M$11.8M+$2.3M
- TwilioTWLO69,725 shares · 0.2% of their software · price −$6.9M$11.5M−$6.7M
- SnowflakeSNOW50,059 shares · 0.2% of their software · price −$5.5M$11.5M+$3.7M
- HubSpotHUBS23,141 shares · 0.2% of their software · price −$4.3M$11.0M+$3.7M
- SAPSAP96,474 shares · 0.2% of their software · price −$2.8M$10.7M+$550K
- BroadridgeBR67,158 shares · 0.2% of their software · price −$1.8M$10.5M+$1.5M
- PalantirPLTR753,774 shares · 0.2% of their software · price −$3.4M$10.3M+$4.5M
- Digital TurbineAPPS203,054 shares · 0.2% of their software · price −$3.5M$8.9M−$1.5M
- BlackLineBL114,934 shares · 0.2% of their software · price −$3.5M$8.4M−$1.4M
- CloudflareNET64,639 shares · 0.1% of their software · price −$763K$7.7M+$3.0M
- Manhattan AssociatesMANH49,749 shares · 0.1% of their software · price −$835K$6.9MFlat
- ZoomZM58,724 shares · 0.1% of their software · price −$3.9M$6.9M+$4.1M
- UiPathPATH308,002 shares · 0.1% of their software · price −$6.6M$6.7M+$3.6M
- EVERTEC, Inc.EVTC141,425 shares · 0.1% of their software · price −$1.3M$5.8M+$1.2M
- ZoomInfoZI85,353 shares · 0.1% of their software$5.1MFlat
- PaylocityPCTY24,064 shares · 0.1% of their software · price −$731K$5.0M−$2.6M
- WorkivaWK38,684 shares · 0.1% of their software$4.6M+$3.1M
- OktaOKTA29,259 shares · 0.1% of their software · price −$2.1M$4.4M−$6.3M
- Lyft, Inc.LYFT112,672 shares · 0.1% of their software$4.3M+$1.1M
- GuidewireGWRE45,240 shares · 0.1% of their software · price −$855K$4.3M+$880K
- AkamaiAKAM35,343 shares · 0.1% of their software$4.2MFlat
- NICENICE18,540 shares · 0.1% of their software · price −$1.6M$4.1M+$1.1M
- GoDaddyGDDY48,104 shares · 0.1% of their software$4.0M−$5.8M
- SPS CommerceSPSC30,176 shares · 0.1% of their software$4.0MFlat
- SynopsysSNPS11,653 shares · 0.1% of their software$3.9M−$647K
- VeriSign, Inc.VRSN17,166 shares · 0.1% of their software · price −$538K$3.8MFlat
- MorningstarMORN13,876 shares · 0.1% of their software · price −$955K$3.8M−$984K
- CertaraCERT148,320 shares · 0.1% of their software · price −$1.0M$3.2MFlat
- Sprout SocialSPT39,032 shares · 0.1% of their software$3.1M+$724K
- DoximityDOCS59,082 shares · 0.1% of their software$3.1MNew · +$3.0M
- CadenceCDNS16,854 shares · 0.1% of their software$2.8M−$3.1M
- PagSeguro Digital Ltd.PAGS133,992 shares · 0.1% of their software · price −$827K$2.7M+$1.4M
- TenableTENB46,170 shares · 0.1% of their software$2.7MFlat
- ElasticESTC29,612 shares · 0.0% of their software · price −$1.0M$2.6MFlat
- Strategy IncMSTR5,086 shares · 0.0% of their software$2.5MFlat
- DigitalOceanDOCN42,664 shares · 0.0% of their software · price −$959K$2.5M+$1.3M
- ProgressPRGS51,408 shares · 0.0% of their software$2.4MFlat
- JFrogFROG85,906 shares · 0.0% of their software$2.3M+$843K
- i3 Verticals, Inc.IIIV82,480 shares · 0.0% of their software$2.3MFlat
- QualysQLYS13,860 shares · 0.0% of their software$2.0MFlat
- Clearwater AnalyticsCWAN91,525 shares · 0.0% of their software$1.9M—
- Global-EGLBE56,634 shares · 0.0% of their software · price −$1.7M$1.9M+$2.0M
- BoxBOX63,804 shares · 0.0% of their software$1.9MFlat
- LiveRamp Holdings, Inc.RAMP48,823 shares · 0.0% of their software · price −$516K$1.8MFlat
- Rapid7RPD14,760 shares · 0.0% of their software$1.6MFlat
- DynatraceDT34,081 shares · 0.0% of their software$1.6MFlat
- DescartesDSGX20,988 shares · 0.0% of their software$1.5MFlat
- Five9FIVN12,922 shares · 0.0% of their software$1.4MFlat
- nCinoNCNO33,185 shares · 0.0% of their software$1.4MNew · +$1.8M
- ToastTOST60,322 shares · 0.0% of their software · price −$783K$1.3M+$629K
- Calix, Inc.CALX28,610 shares · 0.0% of their software · price −$1.1M$1.2MFlat
- Repay Holdings CorporationRPAY82,757 shares · 0.0% of their software$1.2MFlat
- RingCentralRNG9,653 shares · 0.0% of their software · price −$677K$1.1M+$622K
- AppLovinAPP19,844 shares · 0.0% of their software · price −$778K$1.1M−$1.1M
- PagerDutyPD31,634 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW33,902 shares · 0.0% of their software$1.1MFlat
- OpenTextOTEX24,181 shares · 0.0% of their software$1.0MNew · +$1.1M
- DomoDOMO19,471 shares · 0.0% of their software$985K—
- Gen DigitalGEN36,653 shares · 0.0% of their software$972KFlat
- PTCPTC8,964 shares · 0.0% of their software$966K−$2.6M
- AppianAPPN15,832 shares · 0.0% of their software$963KNew · +$1.0M
- Check PointCHKP6,954 shares · 0.0% of their software$962KFlat
- Sabre CorporationSABR83,453 shares · 0.0% of their software$954KFlat
- Euronet Worldwide, Inc.EEFT6,743 shares · 0.0% of their software$878KFlat
- PAR Technology CorporationPAR20,383 shares · 0.0% of their software$823K−$1.3M
- Zeta GlobalZETA62,450 shares · 0.0% of their software$797KNew · +$526K
- PubMaticPUBM30,476 shares · 0.0% of their software$796KFlat
- Donnelley Financial Solutions, Inc.DFIN20,321 shares · 0.0% of their software$676KFlat
- FastlyFSLY37,507 shares · 0.0% of their software · price −$678K$652K+$932K
- Endava plcDAVA4,608 shares · 0.0% of their software$613KNew · +$774K
- GitLabGTLB10,853 shares · 0.0% of their software$591KNew · +$944K
- CCC Intelligent Solutions Holdings Inc.CCC48,270 shares · 0.0% of their software$533KNew · +$550K
- Health CatalystHCAT20,150 shares · 0.0% of their software$527K−$521K
- Telos CorporationTLS46,837 shares · 0.0% of their software$467K−$922K
- Cognyte Software Ltd.CGNT41,115 shares · 0.0% of their software$465KFlat
- monday.comMNDY2,835 shares · 0.0% of their software$449KNew · +$875K
- Shift4 Payments, Inc.FOUR6,734 shares · 0.0% of their software$417KFlat
- Alarm.com Holdings, Inc.ALRM5,787 shares · 0.0% of their software$385KFlat
- Commerce.com, Inc.CMRC15,830 shares · 0.0% of their software$347KFlat
- F5, Inc.FFIV1,645 shares · 0.0% of their software$344KFlat
- Clear Secure, Inc.YOU12,651 shares · 0.0% of their software$340K−$2.7M
- CommvaultCVLT5,048 shares · 0.0% of their software$335KFlat
- ProcorePCOR5,584 shares · 0.0% of their software$324KFlat
- Cerence Inc.CRNC8,514 shares · 0.0% of their software$307K−$2.2M
- SprinklrCXM24,660 shares · 0.0% of their software$293KFlat
- AppFolioAPPF2,471 shares · 0.0% of their software$280KFlat
- DropboxDBX11,759 shares · 0.0% of their software$273KFlat
- AsanaASAN6,628 shares · 0.0% of their software$265K−$1.4M
- VaronisVRNS5,425 shares · 0.0% of their software$258KFlat
- Definitive HealthcareDH9,600 shares · 0.0% of their software$236KNew · Flat
- StoneCo Ltd.STNE16,633 shares · 0.0% of their software$194KNew · Flat
- Mitek Systems, Inc.MITK10,825 shares · 0.0% of their software$159KNew · Flat
- Payoneer Global Inc.PAYO35,339 shares · 0.0% of their software$158KNew · Flat