Generalist · ST. Louis, MO
Stifel Financial
Q4 2023 · compared with Q3 2023
Filed as Stifel Financial Corp
- Software
- $6.6B
- Weight of 13F
- 8.3%
- Names
- 131
- Net bought
- +$43.7M
Filed 12 February 2024 · SEC filing.
3,272 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
- MicrosoftMSFT7,192,141 shares · 41.0% of their software · price +$434M$2.7BFlat
- AdobeADBE760,801 shares · 6.9% of their software · price +$66.0M$454MFlat
- Automatic Data Processing, Inc.ADP1,818,460 shares · 6.4% of their software · price −$13.8M$424MFlat
- SalesforceCRM1,360,701 shares · 5.4% of their software · price +$82.1M$358MFlat
- BroadridgeBR1,532,075 shares · 4.8% of their software · price +$40.9M$315MFlat
- ServiceNowNOW439,174 shares · 4.7% of their software · price +$64.8M$310M+$9.0M
- Palo Alto NetworksPANW952,218 shares · 4.3% of their software · price +$57.6M$281M+$7.5M
- IntuitINTU385,475 shares · 3.7% of their software · price +$44.0M$241M+$8.6M
- OracleORCL1,975,997 shares · 3.2% of their software · price −$968K$208M−$4.8M
- Uber Technologies, Inc.UBER2,181,562 shares · 2.0% of their software · price +$34.0M$134M+$7.1M
- WorkdayWDAY391,489 shares · 1.6% of their software · price +$24.0M$108M+$9.5M
- Amdocs LimitedDOX950,353 shares · 1.3% of their software · price +$3.2M$83.5M+$2.1M
- Paychex, Inc.PAYX699,730 shares · 1.3% of their software · price +$2.6M$83.3MFlat
- CrowdStrikeCRWD273,655 shares · 1.1% of their software · price +$24.1M$69.9M−$2.3M
- FortinetFTNT942,897 shares · 0.8% of their software$55.2M−$6.4M
- AutodeskADSK167,292 shares · 0.6% of their software · price +$6.1M$40.7M+$2.3M
- Fiserv, Inc.FISV287,999 shares · 0.6% of their software · price +$5.7M$38.3M+$5.4M
- SAPSAP202,585 shares · 0.5% of their software · price +$5.1M$31.3M+$1.2M
- AtlassianTEAM127,149 shares · 0.5% of their software · price +$4.6M$30.2MFlat
- MongoDBMDB68,452 shares · 0.4% of their software · price +$4.3M$28.0M+$1.3M
- Roper Technologies, Inc.ROP50,284 shares · 0.4% of their software · price +$3.1M$27.4M+$1.4M
- ShopifySHOP341,529 shares · 0.4% of their software · price +$8.0M$26.6M+$2.2M
- Bentley SystemsBSY444,593 shares · 0.4% of their software · price +$898K$23.2MFlat
- CadenceCDNS80,306 shares · 0.3% of their software · price +$3.1M$21.9M+$2.9M
- CoStarCSGP245,025 shares · 0.3% of their software · price +$2.6M$21.4M+$655K
- FactSetFDS44,037 shares · 0.3% of their software · price +$1.8M$21.0M+$961K
- Fair IsaacFICO17,561 shares · 0.3% of their software · price +$5.2M$20.4MFlat
- SnowflakeSNOW100,024 shares · 0.3% of their software · price +$4.6M$19.9M+$1.8M
- VeriskVRSK81,637 shares · 0.3% of their software$19.5MFlat
- HubSpotHUBS33,248 shares · 0.3% of their software · price +$2.9M$19.3M+$2.2M
- VeevaVEEV98,790 shares · 0.3% of their software · price −$1.1M$19.0M+$2.3M
- ZscalerZS82,020 shares · 0.3% of their software · price +$5.4M$18.2M+$3.8M
- DatadogDDOG148,717 shares · 0.3% of their software · price +$4.5M$18.1M−$1.2M
- The Trade DeskTTD234,403 shares · 0.3% of their software · price −$1.5M$16.9M+$825K
- NetApp, Inc.NTAP189,623 shares · 0.3% of their software · price +$2.3M$16.7M−$3.8M
- SynopsysSNPS28,116 shares · 0.2% of their software · price +$1.6M$14.5M+$2.4M
- PalantirPLTR815,846 shares · 0.2% of their software · price +$955K$14.0M−$1.4M
- Manhattan AssociatesMANH59,921 shares · 0.2% of their software · price +$1.1M$12.9M+$515K
- Block, Inc.XYZ162,769 shares · 0.2% of their software · price +$5.4M$12.6M−$1.7M
- Tyler TechnologiesTYL28,911 shares · 0.2% of their software · price +$925K$12.1M−$732K
- SS&CSSNC175,435 shares · 0.2% of their software · price +$1.5M$10.7MFlat
- Strategy IncMSTR15,184 shares · 0.1% of their software · price +$4.6M$9.6M+$3.1M
- SentinelOneS329,225 shares · 0.1% of their software · price +$3.5M$9.0MFlat
- UiPathPATH355,539 shares · 0.1% of their software · price +$2.7M$8.8M−$702K
- TrimbleTRMB158,012 shares · 0.1% of their software$8.4M+$506K
- UnityU169,688 shares · 0.1% of their software · price +$1.6M$6.9M−$2.4M
- GoDaddyGDDY62,926 shares · 0.1% of their software · price +$2.0M$6.7MFlat
- JFrogFROG182,250 shares · 0.1% of their software · price +$1.7M$6.3MFlat
- Sprout SocialSPT95,789 shares · 0.1% of their software · price +$1.1M$5.9M+$2.1M
- SPS CommerceSPSC29,162 shares · 0.1% of their software · price +$677K$5.7MFlat
- EVERTEC, Inc.EVTC133,543 shares · 0.1% of their software · price +$502K$5.5MFlat
- PaycomPAYC25,395 shares · 0.1% of their software · price −$1.3M$5.2M−$3.4M
- MorningstarMORN18,225 shares · 0.1% of their software · price +$948K$5.2MFlat
- DocuSignDOCU83,508 shares · 0.1% of their software · price +$1.5M$5.0MFlat
- WorkivaWK48,719 shares · 0.1% of their software$4.9MFlat
- GuidewireGWRE44,448 shares · 0.1% of their software · price +$846K$4.8M−$763K
- BlackLineBL77,382 shares · 0.1% of their software · price +$539K$4.8MFlat
- Endava plcDAVA55,976 shares · 0.1% of their software · price +$1.1M$4.4M+$2.9M
- VeriSign, Inc.VRSN19,942 shares · 0.1% of their software$4.1MFlat
- NICENICE19,360 shares · 0.1% of their software · price +$571K$3.9MFlat
- ZoomInfoZI207,637 shares · 0.1% of their software$3.8M—
- ProgressPRGS69,858 shares · 0.1% of their software$3.8MFlat
- Shift4 Payments, Inc.FOUR49,892 shares · 0.1% of their software · price +$946K$3.7MFlat
- PaylocityPCTY22,176 shares · 0.1% of their software$3.7M+$550K
- TenableTENB72,367 shares · 0.1% of their software$3.3MFlat
- PAR Technology CorporationPAR74,026 shares · 0.0% of their software$3.2M+$1.8M
- CloudflareNET38,003 shares · 0.0% of their software · price +$768K$3.2MFlat
- AkamaiAKAM26,106 shares · 0.0% of their software$3.1MFlat
- ToastTOST161,805 shares · 0.0% of their software$3.0MFlat
- TwilioTWLO38,708 shares · 0.0% of their software · price +$671K$2.9MFlat
- Five9FIVN36,880 shares · 0.0% of their software · price +$531K$2.9MFlat
- Clearwater AnalyticsCWAN140,988 shares · 0.0% of their software$2.8M—
- LiveRamp Holdings, Inc.RAMP73,787 shares · 0.0% of their software · price +$667K$2.8MFlat
- QualysQLYS14,093 shares · 0.0% of their software · price +$616K$2.8MFlat
- nCinoNCNO79,921 shares · 0.0% of their software$2.7MFlat
- DoximityDOCS86,122 shares · 0.0% of their software · price +$587K$2.4MFlat
- GitLabGTLB36,303 shares · 0.0% of their software · price +$644K$2.3MFlat
- ZoomZM26,856 shares · 0.0% of their software$1.9MFlat
- BILLBILL22,800 shares · 0.0% of their software · price −$615K$1.9MFlat
- i3 Verticals, Inc.IIIV86,124 shares · 0.0% of their software$1.8MFlat
- DynatraceDT32,085 shares · 0.0% of their software$1.8MFlat
- RingCentralRNG49,879 shares · 0.0% of their software$1.7MFlat
- Check PointCHKP10,870 shares · 0.0% of their software$1.7MFlat
- ElasticESTC14,268 shares · 0.0% of their software$1.6MFlat
- InterDigital, Inc.IDCC14,397 shares · 0.0% of their software$1.6MNew · +$1.2M
- C3.aiAI53,588 shares · 0.0% of their software$1.5M+$559K
- DoubleVerifyDV40,831 shares · 0.0% of their software$1.5MFlat
- DescartesDSGX16,639 shares · 0.0% of their software$1.4MFlat
- CCC Intelligent Solutions Holdings Inc.CCC116,425 shares · 0.0% of their software$1.3MFlat
- PTCPTC7,528 shares · 0.0% of their software$1.3MFlat
- Euronet Worldwide, Inc.EEFT11,990 shares · 0.0% of their software$1.2MFlat
- Global-EGLBE29,212 shares · 0.0% of their software$1.2MFlat
- PagSeguro Digital Ltd.PAGS92,174 shares · 0.0% of their software$1.1MFlat
- PagerDutyPD47,929 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT71,480 shares · 0.0% of their software$1.1MSplit
- BoxBOX41,158 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW34,440 shares · 0.0% of their software$1.1MFlat
- Mitek Systems, Inc.MITK79,537 shares · 0.0% of their software$1.0MFlat
- Digital TurbineAPPS150,224 shares · 0.0% of their software$1.0MFlat
- Gen DigitalGEN42,149 shares · 0.0% of their software$962K−$629K
- OktaOKTA9,962 shares · 0.0% of their software$902K−$1.3M
- Repay Holdings CorporationRPAY103,836 shares · 0.0% of their software$887KFlat
- BlackBerry LimitedBB243,217 shares · 0.0% of their software$861KNew · +$1.1M
- AppLovinAPP21,163 shares · 0.0% of their software$843KFlat
- International Money Express, Inc.IMXI32,483 shares · 0.0% of their software$718KFlat
- Alarm.com Holdings, Inc.ALRM10,868 shares · 0.0% of their software$702KFlat
- Zeta GlobalZETA78,846 shares · 0.0% of their software$695KFlat
- DigitalOceanDOCN17,780 shares · 0.0% of their software$652KFlat
- BrazeBRZE12,130 shares · 0.0% of their software$644KNew · +$567K
- ePlus inc.PLUS7,017 shares · 0.0% of their software$560KNew · Flat
- Q2QTWO11,178 shares · 0.0% of their software$485KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN7,731 shares · 0.0% of their software$482KFlat
- Definitive HealthcareDH43,736 shares · 0.0% of their software$435KFlat
- AppFolioAPPF2,373 shares · 0.0% of their software$411KFlat
- Sabre CorporationSABR88,191 shares · 0.0% of their software$388KFlat
- WEX Inc.WEX1,899 shares · 0.0% of their software$369KFlat
- Clear Secure, Inc.YOU16,658 shares · 0.0% of their software$344KFlat
- WixWIX2,594 shares · 0.0% of their software$319KNew · Flat
- F5, Inc.FFIV1,651 shares · 0.0% of their software$295KFlat
- StoneCo Ltd.STNE15,426 shares · 0.0% of their software$278KNew · Flat
- Calix, Inc.CALX5,895 shares · 0.0% of their software$258KFlat
- Rapid7RPD4,449 shares · 0.0% of their software$254KFlat
- SprinklrCXM20,591 shares · 0.0% of their software$248KFlat
- ReposiTrak, Inc.TRAK23,800 shares · 0.0% of their software$238KFlat
- Telos CorporationTLS61,850 shares · 0.0% of their software$226KFlat
- Intapp, Inc.INTA5,834 shares · 0.0% of their software$222KNew · Flat
- CommvaultCVLT2,535 shares · 0.0% of their software$202KNew · Flat
- Rekor Systems, Inc.REKR46,295 shares · 0.0% of their software$154KFlat
- Commerce.com, Inc.CMRC12,907 shares · 0.0% of their software$126KFlat
- Cognyte Software Ltd.CGNT10,512 shares · 0.0% of their software$68KFlat
- Grab Holdings LimitedGRAB15,931 shares · 0.0% of their software$54KFlat