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.

• OracleORCL−$33.7M$295M
• AdobeADBE−$17.2M$324M
• Fair IsaacFICO−$13.0M$32.7M
• SalesforceCRM+$12.7M$416M
• WorkdayWDAY+$9.8M$113M

Software held

• MicrosoftMSFT7,154,513 shares · 39.0% of their software · price −$63.0M$3.0BFlat
• Automatic Data Processing, Inc.ADP1,914,692 shares · 7.3% of their software · price +$30.6M$561MFlat
• SalesforceCRM1,245,383 shares · 5.4% of their software · price +$75.5M$416M+$12.7M
• ServiceNowNOW385,562 shares · 5.3% of their software · price +$63.9M$409MFlat
• BroadridgeBR1,615,131 shares · 4.7% of their software · price +$17.9M$365M+$4.5M
• Palo Alto NetworksPANW1,943,450 shares · 4.6% of their software · price −$311M$354MSplit
• AdobeADBE729,301 shares · 4.2% of their software · price −$53.3M$324M−$17.2M
• OracleORCL1,769,566 shares · 3.8% of their software · price −$6.7M$295M−$33.7M
• IntuitINTU412,634 shares · 3.4% of their software · price +$3.1M$259M+$5.0M
• Uber Technologies, Inc.UBER2,432,092 shares · 1.9% of their software · price −$36.1M$147M−$5.3M
• CrowdStrikeCRWD351,095 shares · 1.6% of their software · price +$21.7M$120M+$7.0M
• Paychex, Inc.PAYX821,299 shares · 1.5% of their software · price +$5.0M$115M+$2.4M
• WorkdayWDAY437,045 shares · 1.5% of their software · price +$6.0M$113M+$9.8M
• Amdocs LimitedDOX1,008,185 shares · 1.1% of their software · price −$2.4M$85.8MFlat
• FortinetFTNT880,188 shares · 1.1% of their software · price +$14.9M$83.2M+$742K
• PalantirPLTR867,967 shares · 0.8% of their software · price +$33.4M$65.6M−$3.0M
• Strategy IncMSTR226,310 shares · 0.8% of their software · price +$27.4M$65.5M+$5.5M
• Fiserv, Inc.FISV281,444 shares · 0.7% of their software · price +$7.3M$57.8MFlat
• SAPSAP221,849 shares · 0.7% of their software · price +$3.8M$54.6M+$2.5M
• The Trade DeskTTD381,286 shares · 0.6% of their software · price +$3.0M$44.8M+$3.8M
• AppLovinAPP120,253 shares · 0.5% of their software · price +$23.2M$38.9MFlat
• ShopifySHOP363,685 shares · 0.5% of their software · price +$9.5M$38.7M+$558K
• AutodeskADSK122,192 shares · 0.5% of their software · price +$2.5M$36.1M+$648K
• Fair IsaacFICO16,405 shares · 0.4% of their software · price +$778K$32.7M−$13.0M
• HubSpotHUBS45,612 shares · 0.4% of their software · price +$7.5M$31.8MFlat
• Roper Technologies, Inc.ROP54,800 shares · 0.4% of their software · price −$2.0M$28.5M+$1.6M
• CadenceCDNS93,686 shares · 0.4% of their software · price +$2.8M$28.1M+$6.8M
• MongoDBMDB114,216 shares · 0.3% of their software · price −$4.3M$26.6M+$1.9M
• NetApp, Inc.NTAP222,871 shares · 0.3% of their software · price −$1.7M$25.9MFlat
• VeevaVEEV110,096 shares · 0.3% of their software$23.1M−$1.0M
• VeriskVRSK83,058 shares · 0.3% of their software · price +$620K$22.9MFlat
• DatadogDDOG153,407 shares · 0.3% of their software · price +$4.3M$21.9M+$1.4M
• FactSetFDS44,746 shares · 0.3% of their software · price +$914K$21.5M+$845K
• Bentley SystemsBSY456,688 shares · 0.3% of their software · price −$1.9M$21.3MFlat
• ZscalerZS112,665 shares · 0.3% of their software · price +$1.1M$20.3M+$1.6M
• CoStarCSGP275,505 shares · 0.3% of their software · price −$1.1M$19.7MFlat
• Tyler TechnologiesTYL33,417 shares · 0.2% of their software$19.3M+$2.5M
• Block, Inc.XYZ166,851 shares · 0.2% of their software · price +$3.0M$14.2M+$1.5M
• SS&CSSNC177,541 shares · 0.2% of their software$13.5MFlat
• GoDaddyGDDY62,639 shares · 0.2% of their software · price +$2.5M$12.4M+$4.6M
• AtlassianTEAM49,251 shares · 0.2% of their software · price +$4.2M$12.0MFlat
• ProcorePCOR128,938 shares · 0.1% of their software · price +$1.7M$9.7M+$648K
• ToastTOST259,774 shares · 0.1% of their software · price +$2.1M$9.5MFlat
• TrimbleTRMB129,007 shares · 0.1% of their software · price +$1.1M$9.1M+$579K
• SynopsysSNPS18,702 shares · 0.1% of their software$9.1M−$5.7M
• SnowflakeSNOW57,422 shares · 0.1% of their software · price +$2.3M$8.9M−$685K
• PaycomPAYC41,365 shares · 0.1% of their software · price +$1.6M$8.5MFlat
• Manhattan AssociatesMANH30,010 shares · 0.1% of their software$8.1MFlat
• DocuSignDOCU85,637 shares · 0.1% of their software · price +$2.4M$7.7MFlat
• GuidewireGWRE43,533 shares · 0.1% of their software · price −$625K$7.3M+$1.1M
• PAR Technology CorporationPAR92,375 shares · 0.1% of their software · price +$1.9M$6.7MFlat
• monday.comMNDY27,105 shares · 0.1% of their software · price −$1.1M$6.4MFlat
• MorningstarMORN18,633 shares · 0.1% of their software$6.3MFlat
• SentinelOneS282,156 shares · 0.1% of their software$6.3M−$1.2M
• Shift4 Payments, Inc.FOUR54,518 shares · 0.1% of their software · price +$828K$5.7MFlat
• SPS CommerceSPSC30,140 shares · 0.1% of their software$5.5MFlat
• OktaOKTA69,426 shares · 0.1% of their software$5.5M+$2.4M
• Clearwater AnalyticsCWAN189,116 shares · 0.1% of their software$5.2M—
• CloudflareNET47,050 shares · 0.1% of their software · price +$1.3M$5.1M+$891K
• ProgressPRGS73,391 shares · 0.1% of their software$4.8MFlat
• WorkivaWK42,732 shares · 0.1% of their software · price +$1.3M$4.7MFlat
• PaylocityPCTY23,311 shares · 0.1% of their software · price +$804K$4.6MFlat
• UiPathPATH344,068 shares · 0.1% of their software$4.4MFlat
• AkamaiAKAM43,101 shares · 0.1% of their software$4.1MFlat
• JFrogFROG132,697 shares · 0.1% of their software$3.9MFlat
• Corpay, Inc.CPAY11,275 shares · 0.0% of their software$3.8MFlat
• Rapid7RPD90,132 shares · 0.0% of their software$3.6M+$2.6M
• Rubrik, Inc.RBRK49,127 shares · 0.0% of their software · price +$1.6M$3.2M−$625K
• EVERTEC, Inc.EVTC92,147 shares · 0.0% of their software$3.2MFlat
• Clear Secure, Inc.YOU119,143 shares · 0.0% of their software · price −$774K$3.2M+$2.9M
• ACI WorldwideACIW58,953 shares · 0.0% of their software$3.1M+$1.2M
• nCinoNCNO86,898 shares · 0.0% of their software$2.9MFlat
• DoximityDOCS51,902 shares · 0.0% of their software · price +$510K$2.8MFlat
• GitLabGTLB48,465 shares · 0.0% of their software$2.7MFlat
• NICENICE15,927 shares · 0.0% of their software$2.7MFlat
• CCC Intelligent Solutions Holdings Inc.CCC229,212 shares · 0.0% of their software$2.7M+$742K
• TwilioTWLO24,462 shares · 0.0% of their software · price +$1.0M$2.6MFlat
• Sprout SocialSPT83,141 shares · 0.0% of their software$2.6MFlat
• WixWIX11,518 shares · 0.0% of their software · price +$546K$2.5MNew · +$1.9M
• Check PointCHKP12,651 shares · 0.0% of their software$2.4MFlat
• SoundHound AI, Inc.SOUN118,664 shares · 0.0% of their software · price +$1.8M$2.4MFlat
• Global-EGLBE41,652 shares · 0.0% of their software · price +$670K$2.3MFlat
• ElasticESTC22,384 shares · 0.0% of their software$2.2MFlat
• TenableTENB54,779 shares · 0.0% of their software$2.2MFlat
• QualysQLYS14,592 shares · 0.0% of their software$2.0MFlat
• VeriSign, Inc.VRSN9,834 shares · 0.0% of their software$2.0MFlat
• i3 Verticals, Inc.IIIV86,815 shares · 0.0% of their software$2.0MFlat
• LiveRamp Holdings, Inc.RAMP65,793 shares · 0.0% of their software$2.0MFlat
• OpenTextOTEX68,511 shares · 0.0% of their software$1.9MFlat
• UnityU80,246 shares · 0.0% of their software$1.8M−$2.8M
• RingCentralRNG50,045 shares · 0.0% of their software$1.8MFlat
• PTCPTC9,427 shares · 0.0% of their software$1.7MFlat
• BoxBOX53,924 shares · 0.0% of their software$1.7MFlat
• DescartesDSGX14,792 shares · 0.0% of their software$1.7MFlat
• DynatraceDT25,527 shares · 0.0% of their software$1.4M+$509K
• Q2QTWO13,599 shares · 0.0% of their software$1.4MFlat
• InterDigital, Inc.IDCC7,005 shares · 0.0% of their software$1.4M+$751K
• Endava plcDAVA43,227 shares · 0.0% of their software$1.3MFlat
• C3.aiAI37,858 shares · 0.0% of their software$1.3MFlat
• Remitly Global, Inc.RELY57,146 shares · 0.0% of their software · price +$525K$1.3MFlat
• Euronet Worldwide, Inc.EEFT12,385 shares · 0.0% of their software$1.3MFlat
• BlackBerry LimitedBB327,467 shares · 0.0% of their software$1.2MNew · +$858K
• ZoomZM13,910 shares · 0.0% of their software$1.1MFlat
• CommvaultCVLT7,363 shares · 0.0% of their software$1.1MFlat
• DLocal LimitedDLO94,787 shares · 0.0% of their software$1.1MNew · +$758K
• SamsaraIOT23,932 shares · 0.0% of their software$1.0MFlat
• Alarm.com Holdings, Inc.ALRM17,116 shares · 0.0% of their software$1.0MFlat
• Five9FIVN24,038 shares · 0.0% of their software$977KFlat
• NutanixNTNX15,931 shares · 0.0% of their software$975KFlat
• DropboxDBX31,118 shares · 0.0% of their software$935KNew · +$791K
• MagniteMGNI56,122 shares · 0.0% of their software$893KFlat
• DigitalOceanDOCN25,072 shares · 0.0% of their software$854KFlat
• Mitek Systems, Inc.MITK76,667 shares · 0.0% of their software$853KFlat
• Intapp, Inc.INTA12,718 shares · 0.0% of their software$815KFlat
• PegasystemsPEGA8,541 shares · 0.0% of their software$796KFlat
• Repay Holdings CorporationRPAY103,373 shares · 0.0% of their software$789KFlat
• Joint Stock Company Kaspi.kzKSPI7,591 shares · 0.0% of their software$719KFlat
• Calix, Inc.CALX19,512 shares · 0.0% of their software$680KFlat
• Donnelley Financial Solutions, Inc.DFIN10,682 shares · 0.0% of their software$670KFlat
• DoubleVerifyDV34,577 shares · 0.0% of their software$664KFlat
• Zeta GlobalZETA34,161 shares · 0.0% of their software$615KFlat
• BrazeBRZE14,030 shares · 0.0% of their software$588KFlat
• ePlus inc.PLUS7,699 shares · 0.0% of their software$569KFlat
• BILLBILL6,584 shares · 0.0% of their software$558KNew · Flat
• F5, Inc.FFIV1,961 shares · 0.0% of their software$493KFlat
• PagSeguro Digital Ltd.PAGS77,886 shares · 0.0% of their software$488KFlat
• Gen DigitalGEN16,519 shares · 0.0% of their software$452KFlat
• ReposiTrak, Inc.TRAK19,150 shares · 0.0% of their software$424KFlat
• Gorilla Technology Group Inc.GRRR22,831 shares · 0.0% of their software$412KNew · Flat
• BlackLineBL6,561 shares · 0.0% of their software$399KFlat
• KlaviyoKVYO8,834 shares · 0.0% of their software$364KNew · Flat
• SchrödingerSDGR17,506 shares · 0.0% of their software$338KFlat
• CertaraCERT28,844 shares · 0.0% of their software$307KFlat
• Sabre CorporationSABR75,473 shares · 0.0% of their software$275KFlat
• WaystarWAY7,341 shares · 0.0% of their software$269KFlat
• AlkamiALKT7,337 shares · 0.0% of their software$269KFlat
• AppFolioAPPF1,066 shares · 0.0% of their software$263KFlat
• PagerDutyPD14,295 shares · 0.0% of their software$261KFlat
• Digital TurbineAPPS150,000 shares · 0.0% of their software$254KFlat
• ZoomInfoZI23,085 shares · 0.0% of their software$243K—
• Agilysys, Inc.AGYS1,824 shares · 0.0% of their software$240KFlat
• International Money Express, Inc.IMXI11,392 shares · 0.0% of their software$237KFlat
• Rekor Systems, Inc.REKR107,557 shares · 0.0% of their software$168KFlat
• Telos CorporationTLS47,851 shares · 0.0% of their software$164KFlat
• Blend Labs, Inc.BLND20,375 shares · 0.0% of their software$86KFlat
• Commerce.com, Inc.CMRC12,161 shares · 0.0% of their software$74KFlat
• Definitive HealthcareDH16,137 shares · 0.0% of their software$66KFlat