Generalist · ST. Louis, MO
Stifel Financial
Q1 2023 · compared with Q4 2022
Filed as Stifel Financial Corp
- Software
- $4.8B
- Weight of 13F
- 6.9%
- Names
- 131
- Net bought
- +$56.7M
Filed 12 May 2023 · SEC filing.
3,277 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
- MicrosoftMSFT7,612,541 shares · 45.9% of their software · price +$369M$2.2B−$40.9M
- Automatic Data Processing, Inc.ADP1,797,285 shares · 8.4% of their software · price −$29.2M$400M+$13.1M
- AdobeADBE778,579 shares · 6.3% of their software · price +$38.0M$300M+$69.0M
- SalesforceCRM1,334,279 shares · 5.6% of their software · price +$89.7M$267M+$7.0M
- OracleORCL1,997,406 shares · 3.9% of their software · price +$22.3M$186MFlat
- Palo Alto NetworksPANW892,862 shares · 3.7% of their software · price +$53.8M$178M−$16.6M
- ServiceNowNOW362,943 shares · 3.5% of their software · price +$27.7M$169M+$26.3M
- IntuitINTU354,685 shares · 3.3% of their software · price +$20.1M$158M−$6.8M
- Amdocs LimitedDOX882,372 shares · 1.8% of their software · price +$4.5M$84.7M−$991K
- Paychex, Inc.PAYX644,269 shares · 1.5% of their software · price −$625K$73.8M+$2.9M
- FortinetFTNT1,056,349 shares · 1.5% of their software · price +$18.6M$70.2M−$1.3M
- CrowdStrikeCRWD295,790 shares · 0.8% of their software · price +$9.5M$40.6M−$11.1M
- Uber Technologies, Inc.UBER1,223,524 shares · 0.8% of their software · price +$8.5M$38.8M−$2.1M
- AutodeskADSK158,815 shares · 0.7% of their software · price +$3.4M$33.1M−$3.0M
- Fiserv, Inc.FISV263,818 shares · 0.6% of their software · price +$3.2M$29.8M+$1.6M
- WorkdayWDAY139,261 shares · 0.6% of their software · price +$5.5M$28.8M+$5.1M
- AtlassianTEAM142,121 shares · 0.5% of their software · price +$6.0M$24.3M+$1.7M
- SAPSAP181,256 shares · 0.5% of their software · price +$4.2M$22.9M+$1.8M
- Roper Technologies, Inc.ROP51,876 shares · 0.5% of their software$22.9M−$3.8M
- VeevaVEEV111,758 shares · 0.4% of their software · price +$2.5M$20.5M+$940K
- Bentley SystemsBSY425,152 shares · 0.4% of their software · price +$2.6M$18.3MFlat
- NetApp, Inc.NTAP264,711 shares · 0.4% of their software · price +$1.0M$16.9M+$1.4M
- FactSetFDS39,982 shares · 0.3% of their software · price +$555K$16.6M+$1.0M
- Fair IsaacFICO23,401 shares · 0.3% of their software · price +$2.4M$16.4MFlat
- VeriskVRSK84,648 shares · 0.3% of their software · price +$1.3M$16.2M−$1.3M
- CoStarCSGP223,786 shares · 0.3% of their software · price −$1.9M$15.4MFlat
- MongoDBMDB64,245 shares · 0.3% of their software · price +$2.3M$15.0MFlat
- PaycomPAYC49,061 shares · 0.3% of their software$14.9M−$2.9M
- DatadogDDOG179,216 shares · 0.3% of their software$13.0MFlat
- HubSpotHUBS29,197 shares · 0.3% of their software · price +$4.1M$12.5M+$751K
- SnowflakeSNOW75,524 shares · 0.2% of their software · price +$812K$11.7M−$649K
- ShopifySHOP242,031 shares · 0.2% of their software · price +$3.2M$11.6M+$784K
- The Trade DeskTTD187,726 shares · 0.2% of their software · price +$3.0M$11.4MFlat
- BroadridgeBR76,012 shares · 0.2% of their software · price +$946K$11.1M+$998K
- Tyler TechnologiesTYL30,231 shares · 0.2% of their software · price +$974K$10.7M+$792K
- SS&CSSNC189,298 shares · 0.2% of their software · price +$835K$10.7M+$1.5M
- Block, Inc.XYZ151,425 shares · 0.2% of their software · price +$880K$10.4MFlat
- Manhattan AssociatesMANH58,969 shares · 0.2% of their software · price +$2.0M$9.1MFlat
- SynopsysSNPS23,033 shares · 0.2% of their software · price +$1.5M$8.9M+$750K
- CadenceCDNS41,118 shares · 0.2% of their software · price +$2.0M$8.6M+$1.4M
- UnityU254,203 shares · 0.2% of their software · price +$979K$8.2M+$586K
- TrimbleTRMB153,795 shares · 0.2% of their software$8.1M−$2.1M
- DocuSignDOCU117,755 shares · 0.1% of their software$6.9M−$746K
- ZscalerZS52,446 shares · 0.1% of their software$6.1MFlat
- BlackLineBL87,015 shares · 0.1% of their software$5.8M−$669K
- WorkivaWK49,403 shares · 0.1% of their software · price +$911K$5.1MFlat
- PalantirPLTR583,307 shares · 0.1% of their software · price +$1.2M$4.9MFlat
- GuidewireGWRE55,783 shares · 0.1% of their software · price +$1.1M$4.6M+$1.0M
- ZoomInfoZI184,146 shares · 0.1% of their software$4.6M—
- SPS CommerceSPSC29,407 shares · 0.1% of their software · price +$702K$4.5MFlat
- EVERTEC, Inc.EVTC127,156 shares · 0.1% of their software$4.3MFlat
- SentinelOneS255,833 shares · 0.1% of their software$4.2MFlat
- GoDaddyGDDY53,107 shares · 0.1% of their software$4.1M+$526K
- Shift4 Payments, Inc.FOUR53,616 shares · 0.1% of their software · price +$1.1M$4.1MFlat
- NICENICE16,944 shares · 0.1% of their software · price +$620K$3.9M+$637K
- ProgressPRGS67,118 shares · 0.1% of their software$3.9MFlat
- UiPathPATH214,947 shares · 0.1% of their software · price +$1.0M$3.8MFlat
- AkamaiAKAM47,920 shares · 0.1% of their software$3.8M+$1.4M
- VeriSign, Inc.VRSN17,534 shares · 0.1% of their software$3.7MFlat
- JFrogFROG177,523 shares · 0.1% of their software$3.5MFlat
- BILLBILL42,965 shares · 0.1% of their software · price −$1.2M$3.5MFlat
- TenableTENB71,755 shares · 0.1% of their software · price +$672K$3.4MFlat
- ToastTOST190,800 shares · 0.1% of their software$3.4MFlat
- CertaraCERT139,985 shares · 0.1% of their software · price +$1.1M$3.4MFlat
- Digital TurbineAPPS265,113 shares · 0.1% of their software · price −$764K$3.3M+$1.5M
- DoximityDOCS89,563 shares · 0.1% of their software$2.9M+$540K
- Five9FIVN39,191 shares · 0.1% of their software$2.8M+$1.6M
- TwilioTWLO39,356 shares · 0.1% of their software · price +$695K$2.6MFlat
- MorningstarMORN12,372 shares · 0.1% of their software$2.5MFlat
- CloudflareNET38,842 shares · 0.1% of their software · price +$639K$2.4MFlat
- i3 Verticals, Inc.IIIV88,074 shares · 0.0% of their software$2.2MFlat
- RingCentralRNG67,700 shares · 0.0% of their software$2.1MFlat
- nCinoNCNO83,440 shares · 0.0% of their software$2.1M+$959K
- QualysQLYS14,053 shares · 0.0% of their software$1.8MFlat
- ZoomZM23,970 shares · 0.0% of their software$1.8MFlat
- Sprout SocialSPT28,956 shares · 0.0% of their software$1.8MFlat
- PAR Technology CorporationPAR51,331 shares · 0.0% of their software$1.7M−$858K
- LiveRamp Holdings, Inc.RAMP78,000 shares · 0.0% of their software$1.7M+$813K
- BoxBOX60,145 shares · 0.0% of their software$1.6MFlat
- Clearwater AnalyticsCWAN90,762 shares · 0.0% of their software$1.4M—
- Euronet Worldwide, Inc.EEFT12,671 shares · 0.0% of their software$1.4MFlat
- OktaOKTA15,622 shares · 0.0% of their software$1.3MFlat
- PaylocityPCTY6,648 shares · 0.0% of their software$1.3M+$525K
- Gen DigitalGEN75,994 shares · 0.0% of their software$1.3MFlat
- GitLabGTLB37,938 shares · 0.0% of their software$1.3MFlat
- DescartesDSGX15,955 shares · 0.0% of their software$1.3MFlat
- PagerDutyPD34,232 shares · 0.0% of their software$1.2MFlat
- DynatraceDT25,577 shares · 0.0% of their software$1.1MFlat
- Global-EGLBE32,761 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW38,669 shares · 0.0% of their software$1.0MFlat
- CCC Intelligent Solutions Holdings Inc.CCC109,997 shares · 0.0% of their software$986KFlat
- OpenTextOTEX22,319 shares · 0.0% of their software$860KFlat
- Lyft, Inc.LYFT89,573 shares · 0.0% of their software$830KFlat
- DoubleVerifyDV26,666 shares · 0.0% of their software$804KFlat
- Rimini Street, Inc.RMNI193,539 shares · 0.0% of their software$797KFlat
- PTCPTC6,001 shares · 0.0% of their software$770K−$1.2M
- C3.aiAI22,324 shares · 0.0% of their software$749KNew · Flat
- International Money Express, Inc.IMXI28,457 shares · 0.0% of their software$734KFlat
- Endava plcDAVA10,798 shares · 0.0% of their software$725KFlat
- Repay Holdings CorporationRPAY105,038 shares · 0.0% of their software$690KFlat
- DigitalOceanDOCN17,503 shares · 0.0% of their software$686KFlat
- Mitek Systems, Inc.MITK70,416 shares · 0.0% of their software$675KFlat
- Strategy IncMSTR2,090 shares · 0.0% of their software$611KFlat
- PagSeguro Digital Ltd.PAGS70,266 shares · 0.0% of their software$602KFlat
- Definitive HealthcareDH57,738 shares · 0.0% of their software$596KFlat
- Clear Secure, Inc.YOU20,516 shares · 0.0% of their software$537KFlat
- Check PointCHKP3,953 shares · 0.0% of their software$514KFlat
- Donnelley Financial Solutions, Inc.DFIN11,600 shares · 0.0% of their software$474KFlat
- ElasticESTC7,938 shares · 0.0% of their software$460KFlat
- Rapid7RPD8,884 shares · 0.0% of their software$408KFlat
- Sabre CorporationSABR94,987 shares · 0.0% of their software$407KFlat
- Cerence Inc.CRNC13,772 shares · 0.0% of their software$387KFlat
- PubMaticPUBM27,302 shares · 0.0% of their software$377KFlat
- Veritone, Inc.VERI62,288 shares · 0.0% of their software$363KFlat
- ReposiTrak, Inc.TRAK54,750 shares · 0.0% of their software$344KFlat
- Telos CorporationTLS120,666 shares · 0.0% of their software$305KFlat
- AppFolioAPPF2,443 shares · 0.0% of their software$304KFlat
- Alarm.com Holdings, Inc.ALRM5,943 shares · 0.0% of their software$299KFlat
- SprinklrCXM21,869 shares · 0.0% of their software$283KFlat
- Zeta GlobalZETA25,830 shares · 0.0% of their software$280KNew · Flat
- CommvaultCVLT4,645 shares · 0.0% of their software$264KFlat
- AppLovinAPP14,620 shares · 0.0% of their software$230KNew · Flat
- Agilysys, Inc.AGYS2,742 shares · 0.0% of their software$226KNew · Flat
- WEX Inc.WEX1,218 shares · 0.0% of their software$224KNew · Flat
- F5, Inc.FFIV1,503 shares · 0.0% of their software$219KFlat
- PhreesiaPHR6,703 shares · 0.0% of their software$216KNew · Flat
- Commerce.com, Inc.CMRC20,549 shares · 0.0% of their software$184KFlat
- Payoneer Global Inc.PAYO17,829 shares · 0.0% of their software$112KFlat
- Rekor Systems, Inc.REKR34,682 shares · 0.0% of their software$43KFlat
- Cognyte Software Ltd.CGNT11,662 shares · 0.0% of their software$40KFlat
- Grab Holdings LimitedGRAB11,045 shares · 0.0% of their software$33KNew · Flat