Generalist · ST. Louis, MO
Stifel Financial
Q4 2022 · compared with Q3 2022
Filed as Stifel Financial Corp
- Software
- $4.0B
- Weight of 13F
- 6.1%
- Names
- 125
- Net bought
- −$2.2M
Filed 13 February 2023 · SEC filing.
3,240 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
- MicrosoftMSFT7,783,211 shares · 46.4% of their software · price +$53.9M$1.9B+$42.5M
- Automatic Data Processing, Inc.ADP1,742,518 shares · 10.3% of their software · price +$22.1M$416M+$4.0M
- AdobeADBE573,557 shares · 4.8% of their software · price +$35.2M$193M−$10.7M
- SalesforceCRM1,281,768 shares · 4.2% of their software · price −$14.4M$170M−$21.5M
- OracleORCL1,987,589 shares · 4.0% of their software · price +$41.1M$162M+$1.6M
- IntuitINTU372,058 shares · 3.6% of their software · price +$707K$145M−$1.9M
- Palo Alto NetworksPANW1,011,895 shares · 3.5% of their software · price −$24.5M$141M+$4.6M
- ServiceNowNOW295,272 shares · 2.8% of their software · price +$3.1M$115M−$3.3M
- Amdocs LimitedDOX893,269 shares · 2.0% of their software · price +$10.2M$81.2M+$1.5M
- Paychex, Inc.PAYX619,458 shares · 1.8% of their software · price +$2.1M$71.6M−$4.6M
- FortinetFTNT1,083,479 shares · 1.3% of their software$53.0M−$1.9M
- CrowdStrikeCRWD401,324 shares · 1.1% of their software · price −$23.9M$42.3M−$13.9M
- AutodeskADSK174,860 shares · 0.8% of their software$32.7M+$628K
- Uber Technologies, Inc.UBER1,309,033 shares · 0.8% of their software · price −$2.3M$32.4M−$1.8M
- Roper Technologies, Inc.ROP60,620 shares · 0.7% of their software · price +$4.4M$26.2MFlat
- Fiserv, Inc.FISV247,551 shares · 0.6% of their software · price +$1.9M$25.0M+$1.3M
- WorkdayWDAY108,771 shares · 0.5% of their software · price +$1.6M$18.2MFlat
- PaycomPAYC58,476 shares · 0.5% of their software · price −$1.2M$18.1MFlat
- CoStarCSGP226,220 shares · 0.4% of their software · price +$1.7M$17.5MFlat
- VeevaVEEV105,935 shares · 0.4% of their software$17.1M−$3.2M
- SAPSAP164,025 shares · 0.4% of their software · price +$3.6M$16.9M+$1.5M
- AtlassianTEAM129,067 shares · 0.4% of their software · price −$10.6M$16.6MNew · +$27.2M
- VeriskVRSK91,917 shares · 0.4% of their software · price +$541K$16.2M−$2.7M
- Bentley SystemsBSY420,023 shares · 0.4% of their software · price +$2.7M$15.5M−$720K
- FactSetFDS37,488 shares · 0.4% of their software$15.1MFlat
- NetApp, Inc.NTAP240,782 shares · 0.4% of their software$14.5MFlat
- Fair IsaacFICO23,235 shares · 0.3% of their software · price +$4.3M$13.9MFlat
- DatadogDDOG178,119 shares · 0.3% of their software · price −$2.7M$13.1M−$1.8M
- MongoDBMDB62,216 shares · 0.3% of their software$12.2M−$3.1M
- SnowflakeSNOW80,047 shares · 0.3% of their software · price −$2.1M$11.5M+$1.1M
- Block, Inc.XYZ159,045 shares · 0.2% of their software · price +$1.2M$10.0M−$3.3M
- TrimbleTRMB195,176 shares · 0.2% of their software · price −$724K$9.9MFlat
- BroadridgeBR68,573 shares · 0.2% of their software · price −$699K$9.2MFlat
- Tyler TechnologiesTYL27,774 shares · 0.2% of their software · price −$697K$9.0M−$963K
- SS&CSSNC159,620 shares · 0.2% of their software · price +$688K$8.3MFlat
- The Trade DeskTTD181,998 shares · 0.2% of their software · price −$2.7M$8.2MFlat
- HubSpotHUBS26,600 shares · 0.2% of their software · price +$506K$7.7MFlat
- ShopifySHOP219,435 shares · 0.2% of their software · price +$1.7M$7.6MFlat
- DocuSignDOCU131,212 shares · 0.2% of their software$7.3M+$528K
- Manhattan AssociatesMANH58,615 shares · 0.2% of their software · price −$682K$7.1MFlat
- UnityU233,696 shares · 0.2% of their software · price −$764K$6.7MFlat
- SynopsysSNPS20,683 shares · 0.2% of their software$6.6M−$1.6M
- BlackLineBL96,967 shares · 0.2% of their software · price +$715K$6.5MFlat
- ZscalerZS56,021 shares · 0.2% of their software · price −$2.9M$6.3M−$5.5M
- CadenceCDNS32,376 shares · 0.1% of their software$5.2M−$1.1M
- BILLBILL44,500 shares · 0.1% of their software · price −$1.0M$4.8M−$715K
- PalantirPLTR642,429 shares · 0.1% of their software · price −$1.1M$4.1MFlat
- EVERTEC, Inc.EVTC125,204 shares · 0.1% of their software$4.1MFlat
- WorkivaWK45,678 shares · 0.1% of their software$3.8MFlat
- SPS CommerceSPSC29,788 shares · 0.1% of their software$3.8MFlat
- ToastTOST203,959 shares · 0.1% of their software$3.7MFlat
- VeriSign, Inc.VRSN17,435 shares · 0.1% of their software · price +$553K$3.6MFlat
- GoDaddyGDDY46,083 shares · 0.1% of their software$3.4MFlat
- JFrogFROG158,514 shares · 0.1% of their software$3.4MFlat
- ZoomInfoZI111,814 shares · 0.1% of their software$3.4M—
- SentinelOneS229,474 shares · 0.1% of their software · price −$2.5M$3.3M−$3.2M
- ProgressPRGS63,903 shares · 0.1% of their software · price +$505K$3.2MFlat
- Shift4 Payments, Inc.FOUR52,148 shares · 0.1% of their software · price +$590K$2.9M+$2.1M
- MorningstarMORN12,455 shares · 0.1% of their software$2.7MFlat
- AkamaiAKAM31,817 shares · 0.1% of their software$2.7MFlat
- NICENICE13,631 shares · 0.1% of their software$2.6M−$704K
- TenableTENB67,691 shares · 0.1% of their software$2.6MFlat
- Digital TurbineAPPS168,652 shares · 0.1% of their software$2.6MFlat
- GuidewireGWRE39,782 shares · 0.1% of their software$2.5M−$929K
- DoximityDOCS73,474 shares · 0.1% of their software$2.5MFlat
- UiPathPATH181,793 shares · 0.1% of their software$2.3MFlat
- TwilioTWLO45,347 shares · 0.1% of their software · price −$915K$2.2M−$2.3M
- PAR Technology CorporationPAR84,230 shares · 0.1% of their software$2.2M+$2.2M
- i3 Verticals, Inc.IIIV88,252 shares · 0.1% of their software$2.1MFlat
- RingCentralRNG60,454 shares · 0.1% of their software$2.1M+$1.8M
- CertaraCERT131,903 shares · 0.1% of their software$2.1MFlat
- BoxBOX64,157 shares · 0.0% of their software$2.0MFlat
- PTCPTC16,092 shares · 0.0% of their software$1.9M+$838K
- CloudflareNET41,968 shares · 0.0% of their software$1.9MFlat
- ZoomZM27,156 shares · 0.0% of their software$1.8M−$601K
- Clearwater AnalyticsCWAN87,667 shares · 0.0% of their software$1.6M—
- Sprout SocialSPT28,272 shares · 0.0% of their software$1.6MFlat
- Gen DigitalGEN67,297 shares · 0.0% of their software$1.4M+$703K
- GitLabGTLB31,337 shares · 0.0% of their software$1.4MFlat
- QualysQLYS12,329 shares · 0.0% of their software$1.4MFlat
- DescartesDSGX18,829 shares · 0.0% of their software$1.3MFlat
- OktaOKTA18,667 shares · 0.0% of their software$1.3MFlat
- nCinoNCNO47,172 shares · 0.0% of their software$1.2MFlat
- Five9FIVN15,721 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT92,305 shares · 0.0% of their software$1.0MFlat
- LiveRamp Holdings, Inc.RAMP43,305 shares · 0.0% of their software$1.0MFlat
- DynatraceDT24,484 shares · 0.0% of their software$938KFlat
- PagSeguro Digital Ltd.PAGS101,134 shares · 0.0% of their software$884KFlat
- ACI WorldwideACIW38,115 shares · 0.0% of their software$877KFlat
- PagerDutyPD31,459 shares · 0.0% of their software$836KFlat
- CCC Intelligent Solutions Holdings Inc.CCC94,752 shares · 0.0% of their software$824KFlat
- PaylocityPCTY3,944 shares · 0.0% of their software$766KFlat
- Euronet Worldwide, Inc.EEFT7,381 shares · 0.0% of their software$697KFlat
- Mitek Systems, Inc.MITK71,395 shares · 0.0% of their software$692KFlat
- Rimini Street, Inc.RMNI167,326 shares · 0.0% of their software$638KFlat
- OpenTextOTEX21,498 shares · 0.0% of their software$637KFlat
- Global-EGLBE30,627 shares · 0.0% of their software$632KFlat
- Repay Holdings CorporationRPAY78,067 shares · 0.0% of their software$628KFlat
- DoubleVerifyDV26,766 shares · 0.0% of their software$588KFlat
- Clear Secure, Inc.YOU21,080 shares · 0.0% of their software$578KFlat
- Donnelley Financial Solutions, Inc.DFIN13,900 shares · 0.0% of their software$537KFlat
- ElasticESTC10,129 shares · 0.0% of their software$522KFlat
- Sabre CorporationSABR78,314 shares · 0.0% of their software$484KFlat
- DigitalOceanDOCN18,283 shares · 0.0% of their software$466KFlat
- Check PointCHKP3,632 shares · 0.0% of their software$458KFlat
- Telos CorporationTLS88,204 shares · 0.0% of their software$449KFlat
- Veritone, Inc.VERI83,998 shares · 0.0% of their software$445KFlat
- Definitive HealthcareDH36,440 shares · 0.0% of their software$400KFlat
- Strategy IncMSTR2,415 shares · 0.0% of their software$342KFlat
- Endava plcDAVA4,404 shares · 0.0% of their software$337KFlat
- PubMaticPUBM25,079 shares · 0.0% of their software$321KFlat
- Cerence Inc.CRNC17,145 shares · 0.0% of their software$318KFlat
- Alarm.com Holdings, Inc.ALRM6,286 shares · 0.0% of their software$311KFlat
- CommvaultCVLT4,940 shares · 0.0% of their software$310KFlat
- DropboxDBX13,440 shares · 0.0% of their software$301KFlat
- International Money Express, Inc.IMXI10,368 shares · 0.0% of their software$253KNew · Flat
- AppFolioAPPF2,257 shares · 0.0% of their software$238KNew · Flat
- F5, Inc.FFIV1,524 shares · 0.0% of their software$219KFlat
- Rapid7RPD5,988 shares · 0.0% of their software$203KFlat
- SprinklrCXM22,109 shares · 0.0% of their software$181KFlat
- ReposiTrak, Inc.TRAK35,750 shares · 0.0% of their software$177KNew · Flat
- Commerce.com, Inc.CMRC19,653 shares · 0.0% of their software$172KFlat
- Payoneer Global Inc.PAYO17,829 shares · 0.0% of their software$98KFlat
- Rekor Systems, Inc.REKR37,324 shares · 0.0% of their software$45KFlat
- Cognyte Software Ltd.CGNT12,722 shares · 0.0% of their software$40KFlat