Generalist · ST. Louis, MO
Stifel Financial
Q3 2024 · compared with Q2 2024
Filed as Stifel Financial Corp
- Software
- $7.5B
- Weight of 13F
- 7.8%
- Names
- 142
- Net bought
- +$242M
Filed 14 November 2024 · SEC filing.
3,333 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
- MicrosoftMSFT7,156,045 shares · 41.3% of their software · price −$119M$3.1BFlat
- Automatic Data Processing, Inc.ADP1,917,019 shares · 7.1% of their software · price +$72.9M$531MFlat
- AdobeADBE762,551 shares · 5.3% of their software · price −$28.8M$395M+$8.3M
- ServiceNowNOW386,981 shares · 4.6% of their software · price +$41.7M$346M+$4.2M
- BroadridgeBR1,594,415 shares · 4.6% of their software · price +$28.7M$343MFlat
- OracleORCL1,967,609 shares · 4.5% of their software · price +$57.5M$335M+$4.8M
- Palo Alto NetworksPANW961,972 shares · 4.4% of their software · price +$2.7M$329MFlat
- SalesforceCRM1,198,885 shares · 4.4% of their software · price +$19.9M$328M−$7.8M
- IntuitINTU404,545 shares · 3.4% of their software · price −$14.6M$251MFlat
- Uber Technologies, Inc.UBER2,503,141 shares · 2.5% of their software · price +$6.2M$188M+$2.5M
- Paychex, Inc.PAYX803,776 shares · 1.4% of their software · price +$12.6M$108M+$6.5M
- WorkdayWDAY396,759 shares · 1.3% of their software · price +$8.3M$97.0M+$10.7M
- CrowdStrikeCRWD326,239 shares · 1.2% of their software · price −$33.5M$91.5MFlat
- Amdocs LimitedDOX1,010,942 shares · 1.2% of their software · price +$8.7M$88.4M+$1.4M
- FortinetFTNT870,615 shares · 0.9% of their software · price +$15.0M$67.5M−$2.1M
- Fiserv, Inc.FISV279,469 shares · 0.7% of their software · price +$8.6M$50.2M+$3.9M
- SAPSAP210,804 shares · 0.6% of their software · price +$5.8M$48.3M+$4.7M
- Fair IsaacFICO23,071 shares · 0.6% of their software · price +$10.5M$44.8M−$506K
- The Trade DeskTTD346,482 shares · 0.5% of their software · price +$4.2M$38.0M+$1.4M
- PalantirPLTR948,470 shares · 0.5% of their software · price +$11.3M$35.3MFlat
- AutodeskADSK119,841 shares · 0.4% of their software · price +$3.4M$33.0M−$4.1M
- Strategy IncMSTR193,840 shares · 0.4% of their software · price −$234M$32.7M+$245M
- MongoDBMDB107,322 shares · 0.4% of their software · price +$2.2M$29.0M−$1.0M
- Roper Technologies, Inc.ROP51,921 shares · 0.4% of their software$28.9MFlat
- ShopifySHOP356,721 shares · 0.4% of their software · price +$5.0M$28.6MFlat
- NetApp, Inc.NTAP222,539 shares · 0.4% of their software · price −$1.2M$27.5M−$4.0M
- HubSpotHUBS45,438 shares · 0.3% of their software · price −$2.6M$24.2M+$6.4M
- VeevaVEEV114,992 shares · 0.3% of their software · price +$3.1M$24.1M−$645K
- Bentley SystemsBSY465,334 shares · 0.3% of their software · price +$675K$23.6MFlat
- VeriskVRSK82,752 shares · 0.3% of their software$22.2MFlat
- CoStarCSGP269,038 shares · 0.3% of their software$20.3MFlat
- FactSetFDS42,909 shares · 0.3% of their software · price +$2.2M$19.8MFlat
- CadenceCDNS68,582 shares · 0.2% of their software · price −$2.5M$18.6M−$10.8M
- ZscalerZS103,201 shares · 0.2% of their software · price −$2.2M$17.6M+$3.5M
- Tyler TechnologiesTYL29,213 shares · 0.2% of their software · price +$2.4M$17.1M−$848K
- DatadogDDOG141,310 shares · 0.2% of their software · price −$2.1M$16.3M−$6.6M
- AppLovinAPP117,501 shares · 0.2% of their software · price +$5.6M$15.3M+$515K
- SynopsysSNPS29,878 shares · 0.2% of their software · price −$2.6M$15.1M−$7.1M
- SS&CSSNC176,443 shares · 0.2% of their software · price +$2.0M$13.1MFlat
- Block, Inc.XYZ144,841 shares · 0.1% of their software$9.7M−$2.3M
- Manhattan AssociatesMANH30,219 shares · 0.1% of their software · price +$1.0M$8.5MFlat
- SentinelOneS333,433 shares · 0.1% of their software · price +$957K$8.0MFlat
- AtlassianTEAM49,747 shares · 0.1% of their software · price −$899K$7.9M−$15.1M
- ToastTOST263,711 shares · 0.1% of their software · price +$670K$7.5MFlat
- TrimbleTRMB119,684 shares · 0.1% of their software · price +$738K$7.4M−$1.9M
- ProcorePCOR118,447 shares · 0.1% of their software · price −$544K$7.3M+$718K
- SnowflakeSNOW63,384 shares · 0.1% of their software · price −$1.3M$7.3M−$2.2M
- monday.comMNDY25,906 shares · 0.1% of their software · price +$959K$7.2M−$516K
- GuidewireGWRE37,712 shares · 0.1% of their software · price +$1.7M$6.9MFlat
- PaycomPAYC41,071 shares · 0.1% of their software · price +$966K$6.8M+$918K
- SPS CommerceSPSC30,469 shares · 0.1% of their software$5.9MFlat
- MorningstarMORN18,349 shares · 0.1% of their software$5.9MFlat
- GoDaddyGDDY33,119 shares · 0.1% of their software · price +$565K$5.2M−$2.6M
- Shift4 Payments, Inc.FOUR56,894 shares · 0.1% of their software · price +$868K$5.0M+$522K
- DocuSignDOCU79,112 shares · 0.1% of their software · price +$680K$4.9MFlat
- PAR Technology CorporationPAR93,048 shares · 0.1% of their software$4.8M−$1.1M
- ProgressPRGS70,796 shares · 0.1% of their software · price +$928K$4.8MFlat
- Clearwater AnalyticsCWAN186,227 shares · 0.1% of their software$4.7M—
- UnityU205,285 shares · 0.1% of their software · price +$1.3M$4.6MFlat
- UiPathPATH323,818 shares · 0.1% of their software$4.1M+$950K
- AkamaiAKAM39,039 shares · 0.1% of their software$3.9MFlat
- Corpay, Inc.CPAY12,436 shares · 0.1% of their software · price +$576K$3.9M−$534K
- PaylocityPCTY23,412 shares · 0.1% of their software · price +$775K$3.9MFlat
- JFrogFROG132,433 shares · 0.1% of their software · price −$1.1M$3.8MFlat
- WorkivaWK42,868 shares · 0.0% of their software$3.4MFlat
- EVERTEC, Inc.EVTC98,766 shares · 0.0% of their software$3.3M−$1.1M
- NICENICE18,331 shares · 0.0% of their software$3.2MFlat
- CloudflareNET36,039 shares · 0.0% of their software$2.9M−$934K
- nCinoNCNO88,840 shares · 0.0% of their software$2.8MFlat
- OktaOKTA37,258 shares · 0.0% of their software · price −$718K$2.8M+$1.3M
- GitLabGTLB51,263 shares · 0.0% of their software$2.6MFlat
- Sprout SocialSPT82,790 shares · 0.0% of their software · price −$547K$2.4MFlat
- TenableTENB57,805 shares · 0.0% of their software$2.3M−$949K
- OpenTextOTEX67,058 shares · 0.0% of their software$2.2MNew · +$2.0M
- Rubrik, Inc.RBRK68,566 shares · 0.0% of their software$2.2M+$1.7M
- DoximityDOCS49,674 shares · 0.0% of their software · price +$775K$2.2MFlat
- QualysQLYS16,044 shares · 0.0% of their software$2.1MFlat
- Check PointCHKP10,498 shares · 0.0% of their software$2.0MFlat
- i3 Verticals, Inc.IIIV86,843 shares · 0.0% of their software$1.9MFlat
- ACI WorldwideACIW35,999 shares · 0.0% of their software$1.8MFlat
- VeriSign, Inc.VRSN9,570 shares · 0.0% of their software$1.8MFlat
- CCC Intelligent Solutions Holdings Inc.CCC162,076 shares · 0.0% of their software$1.8MFlat
- LiveRamp Holdings, Inc.RAMP69,397 shares · 0.0% of their software$1.7MFlat
- PTCPTC9,449 shares · 0.0% of their software$1.7MFlat
- RingCentralRNG51,924 shares · 0.0% of their software$1.6MFlat
- DescartesDSGX15,842 shares · 0.0% of their software$1.6MFlat
- Global-EGLBE42,338 shares · 0.0% of their software$1.6MFlat
- ElasticESTC19,564 shares · 0.0% of their software · price −$727K$1.5MFlat
- TwilioTWLO21,833 shares · 0.0% of their software$1.4M+$792K
- BoxBOX41,026 shares · 0.0% of their software$1.3MFlat
- Zeta GlobalZETA44,269 shares · 0.0% of their software · price +$539K$1.3MFlat
- Endava plcDAVA50,740 shares · 0.0% of their software$1.3MFlat
- Q2QTWO16,006 shares · 0.0% of their software$1.3MFlat
- Euronet Worldwide, Inc.EEFT11,729 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU32,765 shares · 0.0% of their software$1.1MFlat
- CommvaultCVLT6,753 shares · 0.0% of their software$1.0MFlat
- SamsaraIOT21,319 shares · 0.0% of their software$1.0MFlat
- Rapid7RPD25,229 shares · 0.0% of their software$1.0MNew · +$1.1M
- ZoomZM13,460 shares · 0.0% of their software$939KFlat
- NutanixNTNX15,568 shares · 0.0% of their software$922KFlat
- DigitalOceanDOCN22,218 shares · 0.0% of their software$897KFlat
- DynatraceDT16,014 shares · 0.0% of their software$856KFlat
- Repay Holdings CorporationRPAY103,504 shares · 0.0% of their software$845KFlat
- Gen DigitalGEN29,066 shares · 0.0% of their software$797KFlat
- C3.aiAI31,737 shares · 0.0% of their software$769KFlat
- ePlus inc.PLUS7,643 shares · 0.0% of their software$752KFlat
- Joint Stock Company Kaspi.kzKSPI6,986 shares · 0.0% of their software$740K−$694K
- PagSeguro Digital Ltd.PAGS85,983 shares · 0.0% of their software$740KFlat
- Donnelley Financial Solutions, Inc.DFIN11,091 shares · 0.0% of their software$730KFlat
- Alarm.com Holdings, Inc.ALRM13,220 shares · 0.0% of their software$723KFlat
- SoundHound AI, Inc.SOUN148,970 shares · 0.0% of their software$694KFlat
- Remitly Global, Inc.RELY51,756 shares · 0.0% of their software$693KFlat
- Calix, Inc.CALX17,588 shares · 0.0% of their software$682KFlat
- Mitek Systems, Inc.MITK77,131 shares · 0.0% of their software$669KFlat
- Intapp, Inc.INTA13,519 shares · 0.0% of their software$647KFlat
- MagniteMGNI46,502 shares · 0.0% of their software$644KFlat
- DoubleVerifyDV34,894 shares · 0.0% of their software$588KFlat
- F5, Inc.FFIV2,503 shares · 0.0% of their software$551KFlat
- BrazeBRZE16,225 shares · 0.0% of their software$525KFlat
- SchrödingerSDGR27,541 shares · 0.0% of their software$511KFlat
- PegasystemsPEGA6,391 shares · 0.0% of their software$467KNew · Flat
- Digital TurbineAPPS150,075 shares · 0.0% of their software$461KFlat
- ReposiTrak, Inc.TRAK23,975 shares · 0.0% of their software$443KFlat
- AppFolioAPPF1,853 shares · 0.0% of their software$436KFlat
- Five9FIVN12,589 shares · 0.0% of their software$362KFlat
- CertaraCERT29,794 shares · 0.0% of their software$349KFlat
- International Money Express, Inc.IMXI18,853 shares · 0.0% of their software$349KFlat
- ZoomInfoZI29,426 shares · 0.0% of their software$304K—
- Sabre CorporationSABR72,794 shares · 0.0% of their software$267KFlat
- PagerDutyPD14,218 shares · 0.0% of their software$264KFlat
- InterDigital, Inc.IDCC1,699 shares · 0.0% of their software$241K−$1.8M
- BlackLineBL4,096 shares · 0.0% of their software$226K−$3.7M
- AlkamiALKT7,061 shares · 0.0% of their software$223KNew · Flat
- Agilysys, Inc.AGYS1,944 shares · 0.0% of their software$212KNew · Flat
- WaystarWAY7,315 shares · 0.0% of their software$204KNew · Flat
- Telos CorporationTLS51,898 shares · 0.0% of their software$186KFlat
- Lyft, Inc.LYFT10,519 shares · 0.0% of their software$134K−$1.8M
- Rekor Systems, Inc.REKR80,637 shares · 0.0% of their software$95KFlat
- Definitive HealthcareDH16,039 shares · 0.0% of their software$72KFlat
- Commerce.com, Inc.CMRC11,853 shares · 0.0% of their software$69KFlat
- Grab Holdings LimitedGRAB17,802 shares · 0.0% of their software$68KFlat
- Blend Labs, Inc.BLND10,375 shares · 0.0% of their software$39KFlat