Generalist · ST. Louis, MO
Stifel Financial
Q3 2022 · compared with Q2 2022
Filed as Stifel Financial Corp
- Software
- $3.9B
- Weight of 13F
- 6.5%
- Names
- 122
- Net bought
- +$378M
Filed 14 November 2022 · SEC filing.
3,226 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
- MicrosoftMSFT7,600,649 shares · 45.0% of their software · price −$182M$1.8BFlat
- Automatic Data Processing, Inc.ADP1,724,684 shares · 9.9% of their software · price +$27.9M$390MFlat
- SalesforceCRM1,430,968 shares · 5.2% of their software · price −$30.3M$206MFlat
- AdobeADBE612,366 shares · 4.3% of their software · price −$55.6M$169MFlat
- Palo Alto NetworksPANW984,022 shares · 4.1% of their software · price −$325M$161M+$332M
- IntuitINTU377,067 shares · 3.7% of their software · price +$709K$146M+$6.2M
- OracleORCL1,961,878 shares · 3.0% of their software · price −$17.3M$120M+$4.8M
- ServiceNowNOW303,978 shares · 2.9% of their software · price −$29.8M$115M−$3.0M
- CrowdStrikeCRWD485,533 shares · 2.0% of their software · price −$1.8M$80.0M+$8.5M
- Paychex, Inc.PAYX660,189 shares · 1.9% of their software · price −$1.1M$74.1M+$5.7M
- Amdocs LimitedDOX874,615 shares · 1.8% of their software · price −$3.4M$69.5M+$1.3M
- FortinetFTNT1,122,862 shares · 1.4% of their software · price −$8.4M$55.2M−$4.4M
- Uber Technologies, Inc.UBER1,377,579 shares · 0.9% of their software · price +$8.3M$36.5MFlat
- AutodeskADSK171,496 shares · 0.8% of their software · price +$2.5M$32.0M+$2.1M
- Roper Technologies, Inc.ROP61,115 shares · 0.6% of their software · price −$2.1M$22.0M−$2.9M
- Fiserv, Inc.FISV233,382 shares · 0.6% of their software · price +$1.1M$21.8M−$700K
- VeevaVEEV125,541 shares · 0.5% of their software · price −$4.2M$20.7M+$639K
- PaycomPAYC57,790 shares · 0.5% of their software · price +$2.9M$19.1M+$592K
- VeriskVRSK107,822 shares · 0.5% of their software$18.4M−$2.2M
- DatadogDDOG198,572 shares · 0.4% of their software · price −$1.3M$17.6M+$3.2M
- WorkdayWDAY107,520 shares · 0.4% of their software · price +$1.4M$16.4M+$1.5M
- CoStarCSGP228,939 shares · 0.4% of their software · price +$2.1M$15.9M−$1.1M
- MongoDBMDB77,983 shares · 0.4% of their software · price −$4.8M$15.5M+$1.3M
- NetApp, Inc.NTAP246,994 shares · 0.4% of their software · price −$837K$15.3M−$1.0M
- FactSetFDS37,984 shares · 0.4% of their software · price +$590K$15.2MFlat
- ZscalerZS89,280 shares · 0.4% of their software · price +$1.3M$14.7M+$2.7M
- Bentley SystemsBSY443,563 shares · 0.3% of their software · price −$1.2M$13.6MFlat
- SnowflakeSNOW73,542 shares · 0.3% of their software · price +$2.3M$12.5M+$876K
- Block, Inc.XYZ218,387 shares · 0.3% of their software · price −$1.4M$12.0MFlat
- SAPSAP145,721 shares · 0.3% of their software · price −$1.4M$11.8MFlat
- The Trade DeskTTD182,394 shares · 0.3% of their software · price +$3.3M$10.9MFlat
- Tyler TechnologiesTYL30,546 shares · 0.3% of their software$10.6MFlat
- TrimbleTRMB190,368 shares · 0.3% of their software · price −$754K$10.3MFlat
- BroadridgeBR68,774 shares · 0.3% of their software$9.9M+$544K
- Fair IsaacFICO23,539 shares · 0.2% of their software$9.7MFlat
- SentinelOneS355,547 shares · 0.2% of their software · price +$793K$9.1M+$1.3M
- SynopsysSNPS25,880 shares · 0.2% of their software$7.9M+$4.3M
- Manhattan AssociatesMANH59,272 shares · 0.2% of their software · price +$1.1M$7.9M+$1.1M
- HubSpotHUBS28,339 shares · 0.2% of their software · price −$865K$7.7MFlat
- SS&CSSNC159,828 shares · 0.2% of their software · price −$1.6M$7.6M+$1.7M
- UnityU231,031 shares · 0.2% of their software · price −$1.1M$7.4M−$924K
- BILLBILL49,900 shares · 0.2% of their software · price +$1.1M$6.6MFlat
- DocuSignDOCU121,333 shares · 0.2% of their software$6.5MFlat
- CadenceCDNS38,880 shares · 0.2% of their software · price +$521K$6.4M+$3.5M
- ZoomInfoZI151,362 shares · 0.2% of their software$6.3M—
- BlackLineBL100,922 shares · 0.2% of their software · price −$676K$6.0M−$698K
- ShopifySHOP210,261 shares · 0.1% of their software · price −$904K$5.7M−$2.9M
- PalantirPLTR683,681 shares · 0.1% of their software · price −$643K$5.6MFlat
- TwilioTWLO78,114 shares · 0.1% of their software · price −$1.1M$5.4M+$630K
- EVERTEC, Inc.EVTC134,841 shares · 0.1% of their software · price −$746K$4.2MFlat
- WorkivaWK51,515 shares · 0.1% of their software · price +$608K$4.0M+$1.2M
- SPS CommerceSPSC31,815 shares · 0.1% of their software$4.0MFlat
- JFrogFROG173,932 shares · 0.1% of their software$3.8M+$703K
- ToastTOST204,140 shares · 0.1% of their software · price +$772K$3.4MFlat
- GuidewireGWRE54,868 shares · 0.1% of their software · price −$516K$3.4M+$680K
- GoDaddyGDDY46,906 shares · 0.1% of their software$3.3MFlat
- NICENICE17,372 shares · 0.1% of their software$3.3MFlat
- VeriSign, Inc.VRSN17,280 shares · 0.1% of their software$3.0MFlat
- MorningstarMORN13,585 shares · 0.1% of their software$2.9MFlat
- Digital TurbineAPPS186,495 shares · 0.1% of their software · price −$571K$2.7MFlat
- AkamaiAKAM32,660 shares · 0.1% of their software$2.6MFlat
- ZoomZM35,326 shares · 0.1% of their software · price −$1.2M$2.6MFlat
- TenableTENB69,300 shares · 0.1% of their software · price −$735K$2.4MFlat
- ProgressPRGS55,537 shares · 0.1% of their software$2.4MFlat
- CloudflareNET42,523 shares · 0.1% of their software$2.4M−$803K
- DoximityDOCS73,648 shares · 0.1% of their software$2.2MFlat
- UiPathPATH155,219 shares · 0.0% of their software · price −$866K$2.0M−$3.1M
- CertaraCERT145,595 shares · 0.0% of their software · price −$1.2M$1.9MFlat
- nCinoNCNO56,582 shares · 0.0% of their software$1.9M+$734K
- Sprout SocialSPT29,921 shares · 0.0% of their software$1.8MFlat
- i3 Verticals, Inc.IIIV87,712 shares · 0.0% of their software$1.8MFlat
- QualysQLYS12,497 shares · 0.0% of their software$1.7MFlat
- Clearwater AnalyticsCWAN90,514 shares · 0.0% of their software$1.5M—
- PaylocityPCTY5,861 shares · 0.0% of their software$1.4MFlat
- OktaOKTA24,678 shares · 0.0% of their software · price −$827K$1.4MFlat
- BoxBOX56,870 shares · 0.0% of their software$1.4MFlat
- PagSeguro Digital Ltd.PAGS104,782 shares · 0.0% of their software$1.4MFlat
- GitLabGTLB26,763 shares · 0.0% of their software$1.4M+$504K
- Lyft, Inc.LYFT102,507 shares · 0.0% of their software$1.3MFlat
- Five9FIVN16,212 shares · 0.0% of their software$1.2MFlat
- DescartesDSGX18,474 shares · 0.0% of their software$1.2MFlat
- DynatraceDT31,346 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW40,992 shares · 0.0% of their software$857KFlat
- Strategy IncMSTR3,986 shares · 0.0% of their software$846KFlat
- LiveRamp Holdings, Inc.RAMP46,572 shares · 0.0% of their software$846KFlat
- PTCPTC8,082 shares · 0.0% of their software$845KFlat
- Global-EGLBE30,560 shares · 0.0% of their software$818KFlat
- PagerDutyPD35,260 shares · 0.0% of their software$814KFlat
- Check PointCHKP7,058 shares · 0.0% of their software$790KFlat
- ElasticESTC10,845 shares · 0.0% of their software$778KFlat
- Rimini Street, Inc.RMNI165,636 shares · 0.0% of their software$772KFlat
- CCC Intelligent Solutions Holdings Inc.CCC84,100 shares · 0.0% of their software$765KFlat
- DigitalOceanDOCN21,010 shares · 0.0% of their software$760KFlat
- Gen DigitalGEN32,413 shares · 0.0% of their software$652KFlat
- Mitek Systems, Inc.MITK71,016 shares · 0.0% of their software$651K+$552K
- Alarm.com Holdings, Inc.ALRM9,699 shares · 0.0% of their software$629KFlat
- RingCentralRNG15,717 shares · 0.0% of their software$628KFlat
- OpenTextOTEX23,131 shares · 0.0% of their software$612KFlat
- Repay Holdings CorporationRPAY79,793 shares · 0.0% of their software$564KFlat
- Telos CorporationTLS62,084 shares · 0.0% of their software$552KFlat
- Donnelley Financial Solutions, Inc.DFIN14,300 shares · 0.0% of their software$529KFlat
- Euronet Worldwide, Inc.EEFT6,722 shares · 0.0% of their software$510KFlat
- Clear Secure, Inc.YOU21,273 shares · 0.0% of their software$486KFlat
- Definitive HealthcareDH31,120 shares · 0.0% of their software$484KFlat
- PubMaticPUBM28,207 shares · 0.0% of their software$469KFlat
- Veritone, Inc.VERI76,110 shares · 0.0% of their software$428KNew · Flat
- Rapid7RPD9,736 shares · 0.0% of their software$418KFlat
- Sabre CorporationSABR79,359 shares · 0.0% of their software$409KFlat
- Endava plcDAVA4,692 shares · 0.0% of their software$378KFlat
- DoubleVerifyDV13,689 shares · 0.0% of their software$374KFlat
- Commerce.com, Inc.CMRC22,228 shares · 0.0% of their software$329KFlat
- DropboxDBX14,690 shares · 0.0% of their software$305KFlat
- CommvaultCVLT5,205 shares · 0.0% of their software$276KFlat
- PAR Technology CorporationPAR9,111 shares · 0.0% of their software$269K−$1.5M
- SprinklrCXM23,715 shares · 0.0% of their software$219KFlat
- F5, Inc.FFIV1,441 shares · 0.0% of their software$209KFlat
- Shift4 Payments, Inc.FOUR4,475 shares · 0.0% of their software$200KFlat
- Health CatalystHCAT17,722 shares · 0.0% of their software$172KFlat
- Cerence Inc.CRNC10,680 shares · 0.0% of their software$169KNew · Flat
- Payoneer Global Inc.PAYO17,829 shares · 0.0% of their software$108KFlat
- Cognyte Software Ltd.CGNT20,498 shares · 0.0% of their software$83KFlat
- Rekor Systems, Inc.REKR37,324 shares · 0.0% of their software$37KFlat