Generalist · ST. Louis, MO
Stifel Financial
Q2 2022 · compared with Q1 2022
Filed as Stifel Financial Corp
- Software
- $4.2B
- Weight of 13F
- 6.6%
- Names
- 127
- Net bought
- +$374M
Filed 15 August 2022 · SEC filing.
3,261 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
- MicrosoftMSFT7,555,706 shares · 46.4% of their software · price −$389M$1.9B+$39.1M
- Automatic Data Processing, Inc.ADP1,729,692 shares · 8.7% of their software · price −$30.3M$363M+$6.9M
- SalesforceCRM1,418,856 shares · 5.6% of their software · price −$67.1M$234M−$19.5M
- AdobeADBE608,726 shares · 5.3% of their software · price −$54.5M$223M−$17.3M
- Palo Alto NetworksPANW311,979 shares · 3.7% of their software · price −$40.1M$154M−$22.2M
- ServiceNowNOW310,387 shares · 3.5% of their software · price −$25.3M$148M−$22.9M
- IntuitINTU360,927 shares · 3.3% of their software · price −$34.4M$139M−$13.2M
- OracleORCL1,892,800 shares · 3.2% of their software · price −$24.3M$132M+$3.0M
- CrowdStrikeCRWD435,307 shares · 1.8% of their software · price −$25.5M$73.4M−$13.6M
- Amdocs LimitedDOX859,572 shares · 1.7% of their software · price +$946K$71.6M+$3.0M
- Paychex, Inc.PAYX610,470 shares · 1.7% of their software · price −$13.8M$69.5M+$4.4M
- FortinetFTNT1,200,062 shares · 1.6% of their software · price −$342M$67.9M+$327M
- Uber Technologies, Inc.UBER1,360,171 shares · 0.7% of their software · price −$20.7M$27.8M+$1.7M
- AutodeskADSK159,469 shares · 0.7% of their software · price −$6.8M$27.4M−$24.0M
- Roper Technologies, Inc.ROP68,565 shares · 0.6% of their software · price −$5.3M$27.1M−$1.9M
- VeevaVEEV122,315 shares · 0.6% of their software · price −$1.8M$24.2MFlat
- Fiserv, Inc.FISV241,252 shares · 0.5% of their software · price −$3.0M$21.5M−$1.1M
- VeriskVRSK120,399 shares · 0.5% of their software · price −$5.0M$20.8M−$3.4M
- MongoDBMDB72,820 shares · 0.5% of their software · price −$13.4M$18.9M−$1.6M
- NetApp, Inc.NTAP262,551 shares · 0.4% of their software · price −$4.7M$17.1M−$1.3M
- DatadogDDOG164,781 shares · 0.4% of their software · price −$9.3M$15.7M+$4.0M
- PaycomPAYC55,676 shares · 0.4% of their software · price −$3.7M$15.6M−$9.1M
- FactSetFDS39,022 shares · 0.4% of their software · price −$1.9M$15.0MFlat
- Bentley SystemsBSY449,051 shares · 0.4% of their software · price −$4.9M$15.0M+$5.2M
- CoStarCSGP246,716 shares · 0.4% of their software · price −$1.5M$14.9M−$9.3M
- WorkdayWDAY96,770 shares · 0.3% of their software · price −$9.7M$13.5M−$19.1M
- Block, Inc.XYZ217,939 shares · 0.3% of their software · price −$16.2M$13.4M+$6.2M
- SAPSAP142,751 shares · 0.3% of their software · price −$2.9M$13.0M+$5.1M
- TrimbleTRMB185,983 shares · 0.3% of their software · price −$2.6M$10.8MFlat
- ZscalerZS71,427 shares · 0.3% of their software · price −$6.6M$10.7M+$2.8M
- Tyler TechnologiesTYL29,379 shares · 0.2% of their software · price −$3.3M$9.8M−$805K
- ShopifySHOP303,494 shares · 0.2% of their software · price −$196M$9.5M+$184M
- UnityU256,138 shares · 0.2% of their software · price −$16.0M$9.4M+$1.9M
- SnowflakeSNOW67,245 shares · 0.2% of their software · price −$6.1M$9.4M+$3.9M
- BroadridgeBR64,957 shares · 0.2% of their software · price −$855K$9.3MFlat
- Fair IsaacFICO22,909 shares · 0.2% of their software · price −$1.5M$9.2M−$4.1M
- HubSpotHUBS27,119 shares · 0.2% of their software · price −$4.7M$8.2M+$1.9M
- The Trade DeskTTD186,910 shares · 0.2% of their software · price −$5.1M$7.8M−$14.2M
- SS&CSSNC130,436 shares · 0.2% of their software · price −$2.2M$7.6M−$2.1M
- BlackLineBL111,402 shares · 0.2% of their software · price −$737K$7.4MFlat
- DocuSignDOCU121,267 shares · 0.2% of their software · price −$6.0M$7.0MFlat
- SentinelOneS297,966 shares · 0.2% of their software · price −$4.6M$7.0M−$13.6M
- PalantirPLTR666,481 shares · 0.1% of their software · price −$3.1M$6.0M−$1.2M
- UiPathPATH327,359 shares · 0.1% of their software · price −$1.1M$6.0MFlat
- TwilioTWLO70,600 shares · 0.1% of their software · price −$5.7M$5.9MFlat
- BILLBILL52,351 shares · 0.1% of their software · price −$6.1M$5.8MFlat
- Manhattan AssociatesMANH49,330 shares · 0.1% of their software · price −$1.2M$5.7MFlat
- EVERTEC, Inc.EVTC137,586 shares · 0.1% of their software · price −$557K$5.1MFlat
- SynopsysSNPS11,819 shares · 0.1% of their software$3.6MFlat
- ZoomZM32,854 shares · 0.1% of their software$3.5M−$3.0M
- SPS CommerceSPSC31,181 shares · 0.1% of their software · price −$566K$3.5MFlat
- NICENICE17,965 shares · 0.1% of their software$3.5MFlat
- GoDaddyGDDY48,218 shares · 0.1% of their software · price −$682K$3.4MFlat
- MorningstarMORN13,744 shares · 0.1% of their software$3.3MFlat
- Digital TurbineAPPS186,549 shares · 0.1% of their software · price −$4.9M$3.3M−$723K
- CertaraCERT149,993 shares · 0.1% of their software$3.2MFlat
- GuidewireGWRE45,293 shares · 0.1% of their software · price −$1.1M$3.2MFlat
- JFrogFROG140,555 shares · 0.1% of their software · price −$826K$3.0M+$1.5M
- ZoomInfoZI86,562 shares · 0.1% of their software$2.9M—
- VeriSign, Inc.VRSN17,183 shares · 0.1% of their software · price −$947K$2.9MFlat
- AkamaiAKAM31,306 shares · 0.1% of their software · price −$878K$2.9MFlat
- ToastTOST219,888 shares · 0.1% of their software · price −$1.9M$2.8M+$3.5M
- TenableTENB61,041 shares · 0.1% of their software · price −$756K$2.8M+$859K
- CloudflareNET60,875 shares · 0.1% of their software · price −$4.6M$2.7MFlat
- ProgressPRGS53,962 shares · 0.1% of their software$2.4MFlat
- DoximityDOCS67,949 shares · 0.1% of their software · price −$1.2M$2.4MFlat
- CadenceCDNS15,559 shares · 0.1% of their software$2.3MFlat
- OktaOKTA25,162 shares · 0.1% of their software · price −$1.5M$2.3M−$618K
- i3 Verticals, Inc.IIIV88,008 shares · 0.1% of their software$2.2MFlat
- WorkivaWK33,308 shares · 0.1% of their software · price −$1.7M$2.2M−$634K
- PAR Technology CorporationPAR49,928 shares · 0.0% of their software$1.9M+$1.2M
- QualysQLYS12,803 shares · 0.0% of their software$1.6MFlat
- Five9FIVN17,666 shares · 0.0% of their software$1.6M+$524K
- Sprout SocialSPT26,936 shares · 0.0% of their software · price −$594K$1.6M−$969K
- Lyft, Inc.LYFT113,815 shares · 0.0% of their software · price −$2.9M$1.5MFlat
- BoxBOX58,100 shares · 0.0% of their software$1.5MFlat
- DynatraceDT34,350 shares · 0.0% of their software$1.4MFlat
- LiveRamp Holdings, Inc.RAMP46,755 shares · 0.0% of their software · price −$541K$1.2MFlat
- DescartesDSGX18,929 shares · 0.0% of their software$1.2MFlat
- Check PointCHKP9,429 shares · 0.0% of their software$1.1MFlat
- Clearwater AnalyticsCWAN91,660 shares · 0.0% of their software$1.1MFlat
- PagSeguro Digital Ltd.PAGS106,110 shares · 0.0% of their software · price −$1.0M$1.1M−$559K
- Repay Holdings CorporationRPAY82,803 shares · 0.0% of their software$1.1MFlat
- DigitalOceanDOCN24,926 shares · 0.0% of their software$1.0M−$1.0M
- nCinoNCNO32,849 shares · 0.0% of their software$1.0MFlat
- PaylocityPCTY5,471 shares · 0.0% of their software$954K−$3.8M
- GitLabGTLB17,271 shares · 0.0% of their software$917KFlat
- OpenTextOTEX23,640 shares · 0.0% of their software$895KFlat
- PTCPTC8,328 shares · 0.0% of their software$886KFlat
- ACI WorldwideACIW33,544 shares · 0.0% of their software$868KFlat
- Strategy IncMSTR4,922 shares · 0.0% of their software · price −$1.6M$809KFlat
- Alarm.com Holdings, Inc.ALRM12,988 shares · 0.0% of their software$803KFlat
- PagerDutyPD30,934 shares · 0.0% of their software$767KFlat
- ElasticESTC11,272 shares · 0.0% of their software$763K−$1.6M
- Rimini Street, Inc.RMNI118,656 shares · 0.0% of their software$713KNew · +$688K
- Gen DigitalGEN31,598 shares · 0.0% of their software$695KFlat
- Rapid7RPD10,239 shares · 0.0% of their software$684K−$503K
- RingCentralRNG12,913 shares · 0.0% of their software · price −$839K$674KFlat
- Euronet Worldwide, Inc.EEFT6,466 shares · 0.0% of their software$651KFlat
- CCC Intelligent Solutions Holdings Inc.CCC68,753 shares · 0.0% of their software$632KFlat
- Global-EGLBE26,630 shares · 0.0% of their software$537K−$1.0M
- DomoDOMO19,083 shares · 0.0% of their software$531K—
- Donnelley Financial Solutions, Inc.DFIN17,350 shares · 0.0% of their software$508KFlat
- Sabre CorporationSABR82,569 shares · 0.0% of their software$481KFlat
- PubMaticPUBM28,045 shares · 0.0% of their software$446KFlat
- Endava plcDAVA4,612 shares · 0.0% of their software$407KFlat
- Telos CorporationTLS48,808 shares · 0.0% of their software$394KFlat
- Definitive HealthcareDH16,393 shares · 0.0% of their software$376KFlat
- Clear Secure, Inc.YOU18,197 shares · 0.0% of their software$364KFlat
- Commerce.com, Inc.CMRC21,494 shares · 0.0% of their software$348KFlat
- CommvaultCVLT5,212 shares · 0.0% of their software$328KFlat
- DropboxDBX14,440 shares · 0.0% of their software$303KFlat
- DoubleVerifyDV12,965 shares · 0.0% of their software$294KNew · Flat
- ProcorePCOR5,684 shares · 0.0% of their software$258KFlat
- Cognyte Software Ltd.CGNT58,848 shares · 0.0% of their software$251KFlat
- SprinklrCXM23,860 shares · 0.0% of their software$241KFlat
- Health CatalystHCAT16,107 shares · 0.0% of their software$233KFlat
- F5, Inc.FFIV1,508 shares · 0.0% of their software$231KFlat
- AppFolioAPPF2,471 shares · 0.0% of their software$224KFlat
- VaronisVRNS7,425 shares · 0.0% of their software$218KFlat
- WEX Inc.WEX1,401 shares · 0.0% of their software$218KNew · Flat
- Shift4 Payments, Inc.FOUR6,219 shares · 0.0% of their software$206KFlat
- FastlyFSLY15,937 shares · 0.0% of their software$185KFlat
- Mitek Systems, Inc.MITK11,282 shares · 0.0% of their software$104KFlat
- Payoneer Global Inc.PAYO17,829 shares · 0.0% of their software$70KFlat
- Rekor Systems, Inc.REKR22,905 shares · 0.0% of their software$40KNew · Flat
- Blend Labs, Inc.BLND11,440 shares · 0.0% of their software$27KNew · Flat