Stifel Financial

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.

• AdobeADBE−$43.5M$415M
• SalesforceCRM−$38.0M$316M
• MicrosoftMSFT−$37.0M$3.2B
• ServiceNowNOW−$25.9M$300M
• WorkdayWDAY−$22.7M$78.0M

Software held

• MicrosoftMSFT7,145,811 shares · 43.7% of their software · price +$187M$3.2B−$37.0M
• Automatic Data Processing, Inc.ADP1,905,679 shares · 6.2% of their software · price −$21.1M$455MFlat
• AdobeADBE747,589 shares · 5.7% of their software · price +$38.1M$415M−$43.5M
• Palo Alto NetworksPANW957,078 shares · 4.4% of their software · price +$52.5M$324M−$10.4M
• SalesforceCRM1,229,072 shares · 4.3% of their software · price −$54.2M$316M−$38.0M
• BroadridgeBR1,588,602 shares · 4.3% of their software · price −$12.5M$313MFlat
• ServiceNowNOW381,622 shares · 4.1% of their software · price +$9.3M$300M−$25.9M
• OracleORCL1,933,592 shares · 3.7% of their software · price +$30.1M$273M−$4.2M
• IntuitINTU402,947 shares · 3.6% of their software · price +$2.9M$265M+$4.4M
• Uber Technologies, Inc.UBER2,469,086 shares · 2.5% of their software · price −$10.6M$179M+$12.9M
• CrowdStrikeCRWD327,779 shares · 1.7% of their software · price +$20.5M$126M+$16.5M
• Paychex, Inc.PAYX748,759 shares · 1.2% of their software · price −$3.2M$88.8M+$2.2M
• Amdocs LimitedDOX993,308 shares · 1.1% of their software · price −$11.4M$78.4M+$1.8M
• WorkdayWDAY348,945 shares · 1.1% of their software · price −$17.2M$78.0M−$22.7M
• FortinetFTNT905,624 shares · 0.7% of their software · price −$7.3M$54.6M−$2.8M
• SAPSAP187,452 shares · 0.5% of their software · price +$1.3M$37.8M−$1.6M
• Fiserv, Inc.FISV253,010 shares · 0.5% of their software · price −$2.7M$37.7M−$1.4M
• Fair IsaacFICO23,411 shares · 0.5% of their software · price +$5.6M$34.9MFlat
• AutodeskADSK136,375 shares · 0.5% of their software · price −$1.8M$33.7M−$7.3M
• NetApp, Inc.NTAP253,397 shares · 0.4% of their software · price +$6.0M$32.6M+$2.8M
• The Trade DeskTTD332,546 shares · 0.4% of their software · price +$3.4M$32.5M+$7.3M
• CadenceCDNS103,785 shares · 0.4% of their software$31.9M+$6.9M
• Roper Technologies, Inc.ROP51,435 shares · 0.4% of their software$29.0M+$882K
• MongoDBMDB111,486 shares · 0.4% of their software · price −$12.1M$27.9M+$9.5M
• DatadogDDOG192,581 shares · 0.3% of their software · price +$1.2M$25.0M+$6.3M
• SynopsysSNPS41,796 shares · 0.3% of their software · price +$985K$24.9MFlat
• AtlassianTEAM135,001 shares · 0.3% of their software · price −$2.5M$23.9M−$3.6M
• ShopifySHOP357,304 shares · 0.3% of their software · price −$4.0M$23.6M−$2.2M
• PalantirPLTR930,909 shares · 0.3% of their software · price +$2.2M$23.6M+$2.2M
• Bentley SystemsBSY461,304 shares · 0.3% of their software · price −$1.3M$22.8MFlat
• VeriskVRSK83,455 shares · 0.3% of their software · price +$2.8M$22.5MFlat
• Strategy IncMSTR15,808 shares · 0.3% of their software · price −$5.2M$21.8M+$4.7M
• VeevaVEEV118,516 shares · 0.3% of their software · price −$5.8M$21.7M+$4.0M
• HubSpotHUBS34,668 shares · 0.3% of their software · price −$1.3M$20.4M+$584K
• CoStarCSGP270,930 shares · 0.3% of their software · price −$6.1M$20.1M+$1.5M
• FactSetFDS43,934 shares · 0.2% of their software · price −$2.0M$18.0MFlat
• ZscalerZS84,851 shares · 0.2% of their software$16.3M+$1.3M
• Tyler TechnologiesTYL30,899 shares · 0.2% of their software · price +$2.4M$15.5MFlat
• Block, Inc.XYZ180,395 shares · 0.2% of their software · price −$3.6M$11.6M+$3.5M
• SS&CSSNC172,289 shares · 0.1% of their software$10.8MFlat
• SnowflakeSNOW79,706 shares · 0.1% of their software · price −$2.1M$10.8M−$5.4M
• AppLovinAPP111,313 shares · 0.1% of their software · price +$1.6M$9.3M+$1.1M
• TrimbleTRMB153,192 shares · 0.1% of their software · price −$1.3M$8.6M−$555K
• Manhattan AssociatesMANH29,748 shares · 0.1% of their software$7.3M−$4.6M
• SentinelOneS343,805 shares · 0.1% of their software · price −$777K$7.2M−$1.5M
• GoDaddyGDDY51,766 shares · 0.1% of their software · price +$1.1M$7.2MFlat
• ProcorePCOR107,613 shares · 0.1% of their software · price −$1.7M$7.1M+$3.3M
• ToastTOST269,693 shares · 0.1% of their software$6.9M+$1.2M
• monday.comMNDY28,048 shares · 0.1% of their software$6.8M+$1.1M
• SPS CommerceSPSC31,167 shares · 0.1% of their software$5.9MFlat
• GuidewireGWRE40,296 shares · 0.1% of their software · price +$853K$5.6M−$534K
• MorningstarMORN18,770 shares · 0.1% of their software$5.6MFlat
• PAR Technology CorporationPAR116,994 shares · 0.1% of their software$5.5MFlat
• JFrogFROG133,255 shares · 0.1% of their software · price −$889K$5.0MFlat
• PaycomPAYC34,650 shares · 0.1% of their software · price −$1.9M$5.0MFlat
• EVERTEC, Inc.EVTC131,431 shares · 0.1% of their software · price −$874K$4.4MFlat
• DocuSignDOCU80,455 shares · 0.1% of their software$4.3M−$2.3M
• CloudflareNET47,313 shares · 0.1% of their software · price −$662K$3.9MFlat
• BlackLineBL79,651 shares · 0.1% of their software · price −$1.3M$3.9MFlat
• Corpay, Inc.CPAY14,440 shares · 0.1% of their software · price −$608K$3.8MFlat
• ProgressPRGS70,692 shares · 0.1% of their software$3.8MFlat
• UnityU232,376 shares · 0.1% of their software · price −$2.4M$3.8MFlat
• Shift4 Payments, Inc.FOUR49,777 shares · 0.0% of their software$3.7MFlat
• AkamaiAKAM40,072 shares · 0.0% of their software · price −$749K$3.6M+$1.2M
• TenableTENB79,581 shares · 0.0% of their software$3.5MFlat
• Clearwater AnalyticsCWAN175,849 shares · 0.0% of their software$3.3M—
• WorkivaWK44,033 shares · 0.0% of their software · price −$520K$3.2M−$635K
• UiPathPATH248,859 shares · 0.0% of their software · price −$2.5M$3.2M−$3.7M
• NICENICE18,330 shares · 0.0% of their software · price −$1.6M$3.2M−$889K
• PaylocityPCTY23,279 shares · 0.0% of their software · price −$931K$3.1MFlat
• nCinoNCNO94,661 shares · 0.0% of their software · price −$561K$3.0M+$522K
• GitLabGTLB53,338 shares · 0.0% of their software$2.7MFlat
• QualysQLYS17,915 shares · 0.0% of their software$2.6M+$743K
• Sprout SocialSPT69,516 shares · 0.0% of their software · price −$1.7M$2.5M+$720K
• LiveRamp Holdings, Inc.RAMP73,747 shares · 0.0% of their software$2.3MFlat
• OktaOKTA23,871 shares · 0.0% of their software$2.2M+$1.8M
• ElasticESTC17,666 shares · 0.0% of their software$2.0MFlat
• InterDigital, Inc.IDCC16,826 shares · 0.0% of their software$2.0MFlat
• i3 Verticals, Inc.IIIV88,151 shares · 0.0% of their software$1.9MFlat
• Lyft, Inc.LYFT135,136 shares · 0.0% of their software · price −$709K$1.9MFlat
• VeriSign, Inc.VRSN10,019 shares · 0.0% of their software$1.8M−$1.3M
• Check PointCHKP10,752 shares · 0.0% of their software$1.8MFlat
• Global-EGLBE46,475 shares · 0.0% of their software$1.7MFlat
• DescartesDSGX17,184 shares · 0.0% of their software$1.7MFlat
• Endava plcDAVA55,478 shares · 0.0% of their software$1.6M−$601K
• CCC Intelligent Solutions Holdings Inc.CCC144,014 shares · 0.0% of their software$1.6MFlat
• Joint Stock Company Kaspi.kzKSPI12,362 shares · 0.0% of their software$1.6MFlat
• ACI WorldwideACIW36,775 shares · 0.0% of their software$1.5MFlat
• PTCPTC7,962 shares · 0.0% of their software$1.4MFlat
• DoximityDOCS51,611 shares · 0.0% of their software$1.4M−$713K
• RingCentralRNG50,172 shares · 0.0% of their software$1.4MFlat
• ZoomInfoZI104,749 shares · 0.0% of their software$1.3M—
• Euronet Worldwide, Inc.EEFT11,497 shares · 0.0% of their software$1.2MFlat
• Zeta GlobalZETA65,040 shares · 0.0% of their software$1.1MFlat
• NutanixNTNX19,723 shares · 0.0% of their software$1.1MFlat
• Repay Holdings CorporationRPAY103,510 shares · 0.0% of their software$1.1MFlat
• Gen DigitalGEN41,622 shares · 0.0% of their software$1.0MFlat
• PagSeguro Digital Ltd.PAGS88,857 shares · 0.0% of their software$1.0MFlat
• Alarm.com Holdings, Inc.ALRM16,126 shares · 0.0% of their software$1.0MFlat
• C3.aiAI32,815 shares · 0.0% of their software$950KFlat
• Mitek Systems, Inc.MITK83,217 shares · 0.0% of their software$930KFlat
• ZoomZM15,062 shares · 0.0% of their software$892KFlat
• BoxBOX30,484 shares · 0.0% of their software$806KFlat
• SamsaraIOT23,212 shares · 0.0% of their software$782K+$612K
• DigitalOceanDOCN21,441 shares · 0.0% of their software$745KFlat
• Q2QTWO12,290 shares · 0.0% of their software$741KFlat
• DoubleVerifyDV37,047 shares · 0.0% of their software · price −$581K$721KFlat
• BrazeBRZE17,238 shares · 0.0% of their software$670KFlat
• International Money Express, Inc.IMXI31,289 shares · 0.0% of their software$652KFlat
• CommvaultCVLT5,308 shares · 0.0% of their software$645KFlat
• ePlus inc.PLUS8,542 shares · 0.0% of their software$629KFlat
• DynatraceDT13,837 shares · 0.0% of their software$619K−$1.1M
• Five9FIVN13,337 shares · 0.0% of their software$588K−$1.4M
• Intapp, Inc.INTA14,114 shares · 0.0% of their software$518KFlat
• SchrödingerSDGR24,521 shares · 0.0% of their software$474KNew · +$662K
• F5, Inc.FFIV2,747 shares · 0.0% of their software$473KFlat
• TwilioTWLO7,887 shares · 0.0% of their software$448K−$927K
• CertaraCERT30,353 shares · 0.0% of their software$420KFlat
• Rubrik, Inc.RBRK13,504 shares · 0.0% of their software$414KNew · Flat
• PagerDutyPD17,146 shares · 0.0% of their software$393KFlat
• MagniteMGNI25,030 shares · 0.0% of their software$333KNew · Flat
• Clear Secure, Inc.YOU17,218 shares · 0.0% of their software$322KFlat
• Donnelley Financial Solutions, Inc.DFIN5,332 shares · 0.0% of their software$318KFlat
• Definitive HealthcareDH58,133 shares · 0.0% of their software$317KFlat
• AppFolioAPPF1,278 shares · 0.0% of their software$313KFlat
• Calix, Inc.CALX8,249 shares · 0.0% of their software$292KFlat
• SoundHound AI, Inc.SOUN66,980 shares · 0.0% of their software$265KFlat
• Digital TurbineAPPS150,459 shares · 0.0% of their software$250KFlat
• Remitly Global, Inc.RELY19,283 shares · 0.0% of their software$234KNew · Flat
• ReposiTrak, Inc.TRAK14,493 shares · 0.0% of their software$222KFlat
• Sabre CorporationSABR82,697 shares · 0.0% of their software$221KFlat
• Telos CorporationTLS53,958 shares · 0.0% of their software$217KFlat
• WixWIX1,266 shares · 0.0% of their software$201KFlat
• Rekor Systems, Inc.REKR78,393 shares · 0.0% of their software$122KFlat
• Commerce.com, Inc.CMRC12,773 shares · 0.0% of their software$103KFlat
• Riskified Ltd.RSKD11,868 shares · 0.0% of their software$76KNew · Flat
• Cerence Inc.CRNC25,818 shares · 0.0% of their software$73KNew · Flat
• Grab Holdings LimitedGRAB17,353 shares · 0.0% of their software$62KFlat
• Blend Labs, Inc.BLND10,000 shares · 0.0% of their software$24KNew · Flat