Generalist · ST. Louis, MO
Stifel Financial
Q1 2025 · compared with Q4 2024
Filed as Stifel Financial Corp
- Software
- $7.4B
- Weight of 13F
- 7.9%
- Names
- 146
- Net bought
- +$325M
Filed 14 May 2025 · SEC filing.
3,380 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
- MicrosoftMSFT7,163,679 shares · 36.4% of their software · price −$330M$2.7BFlat
- Automatic Data Processing, Inc.ADP1,880,485 shares · 7.8% of their software · price +$24.1M$575M−$10.0M
- OracleORCL3,503,053 shares · 6.6% of their software · price −$94.0M$490M+$289M
- BroadridgeBR1,575,038 shares · 5.2% of their software · price +$25.8M$382M−$9.1M
- SalesforceCRM1,315,488 shares · 4.8% of their software · price −$86.8M$353M+$23.4M
- Palo Alto NetworksPANW1,941,299 shares · 4.5% of their software · price −$22.0M$331MFlat
- ServiceNowNOW385,518 shares · 4.2% of their software · price −$102M$307MFlat
- AdobeADBE691,691 shares · 3.6% of their software · price −$42.3M$265M−$16.7M
- IntuitINTU390,071 shares · 3.2% of their software · price −$5.7M$240M−$14.2M
- Uber Technologies, Inc.UBER3,001,501 shares · 3.0% of their software · price +$37.6M$219M+$34.3M
- Paychex, Inc.PAYX837,847 shares · 1.8% of their software · price +$11.8M$129M+$2.3M
- CrowdStrikeCRWD352,372 shares · 1.7% of their software · price +$3.7M$124MFlat
- WorkdayWDAY496,768 shares · 1.6% of their software · price −$12.2M$116M+$15.4M
- Amdocs LimitedDOX1,017,905 shares · 1.3% of their software · price +$6.5M$93.1MFlat
- PalantirPLTR1,002,139 shares · 1.1% of their software · price +$8.8M$84.6M+$10.1M
- FortinetFTNT860,301 shares · 1.1% of their software · price +$1.5M$82.8M−$1.9M
- Strategy IncMSTR246,065 shares · 1.0% of their software$70.9M+$5.7M
- Fiserv, Inc.FISV278,263 shares · 0.8% of their software · price +$4.3M$61.4M−$653K
- SAPSAP154,850 shares · 0.6% of their software · price +$3.4M$41.6M−$16.5M
- ShopifySHOP352,059 shares · 0.5% of their software · price −$3.8M$33.6M−$1.2M
- AppLovinAPP121,457 shares · 0.4% of their software · price −$7.1M$32.2MFlat
- Roper Technologies, Inc.ROP54,409 shares · 0.4% of their software · price +$3.8M$32.1MFlat
- AutodeskADSK105,739 shares · 0.4% of their software · price −$3.6M$27.7M−$4.9M
- HubSpotHUBS47,593 shares · 0.4% of their software · price −$6.0M$27.2M+$1.4M
- SynopsysSNPS60,715 shares · 0.4% of their software · price −$3.4M$26.0M+$20.4M
- VeevaVEEV108,048 shares · 0.3% of their software · price +$2.3M$25.0MFlat
- VeriskVRSK83,951 shares · 0.3% of their software · price +$1.9M$25.0MFlat
- Fair IsaacFICO12,933 shares · 0.3% of their software · price −$1.9M$23.8M−$6.9M
- CoStarCSGP296,234 shares · 0.3% of their software · price +$2.3M$23.5M+$1.5M
- ZscalerZS115,905 shares · 0.3% of their software · price +$2.1M$23.0M+$585K
- MongoDBMDB128,856 shares · 0.3% of their software · price −$7.4M$22.6M+$3.4M
- The Trade DeskTTD390,234 shares · 0.3% of their software · price −$24.5M$21.4M+$1.1M
- Tyler TechnologiesTYL34,061 shares · 0.3% of their software$19.8MFlat
- CadenceCDNS75,620 shares · 0.3% of their software · price −$3.5M$19.2M−$5.4M
- FactSetFDS42,207 shares · 0.3% of their software · price −$1.1M$19.2M−$1.2M
- Bentley SystemsBSY435,010 shares · 0.2% of their software · price −$3.2M$17.1M−$1.0M
- SnowflakeSNOW113,107 shares · 0.2% of their software · price −$933K$16.5M+$8.6M
- NetApp, Inc.NTAP185,548 shares · 0.2% of their software · price −$5.2M$16.3M−$4.3M
- SS&CSSNC192,580 shares · 0.2% of their software · price +$1.5M$16.1M+$1.1M
- Block, Inc.XYZ197,225 shares · 0.1% of their software · price −$6.0M$10.7M+$2.6M
- DatadogDDOG105,790 shares · 0.1% of their software · price −$4.6M$10.5M−$6.8M
- ProcorePCOR151,136 shares · 0.1% of their software · price −$1.3M$10.0M+$1.7M
- GoDaddyGDDY54,648 shares · 0.1% of their software · price −$942K$9.8M−$1.6M
- AtlassianTEAM41,167 shares · 0.1% of their software · price −$1.3M$8.7M−$2.0M
- PaycomPAYC39,896 shares · 0.1% of their software · price +$539K$8.7MFlat
- TrimbleTRMB129,618 shares · 0.1% of their software · price −$649K$8.5MFlat
- ToastTOST234,921 shares · 0.1% of their software · price −$771K$7.8M−$906K
- DocuSignDOCU89,607 shares · 0.1% of their software · price −$765K$7.3MFlat
- GuidewireGWRE38,904 shares · 0.1% of their software · price +$731K$7.3M−$780K
- CloudflareNET53,957 shares · 0.1% of their software$6.1M+$744K
- monday.comMNDY22,893 shares · 0.1% of their software$5.6M−$992K
- OktaOKTA51,041 shares · 0.1% of their software · price +$1.3M$5.4M−$1.4M
- SentinelOneS283,978 shares · 0.1% of their software · price −$1.1M$5.2MFlat
- JFrogFROG160,023 shares · 0.1% of their software$5.1M+$804K
- Manhattan AssociatesMANH27,596 shares · 0.1% of their software · price −$2.7M$4.8M−$652K
- AkamaiAKAM57,816 shares · 0.1% of their software · price −$876K$4.7M+$1.4M
- MorningstarMORN15,217 shares · 0.1% of their software · price −$561K$4.6M−$1.2M
- Check PointCHKP19,950 shares · 0.1% of their software · price +$822K$4.5M+$1.4M
- Rubrik, Inc.RBRK72,416 shares · 0.1% of their software$4.4M+$1.5M
- GitLabGTLB91,143 shares · 0.1% of their software · price −$852K$4.3M+$2.4M
- UiPathPATH414,492 shares · 0.1% of their software · price −$999K$4.3M+$895K
- PAR Technology CorporationPAR68,626 shares · 0.1% of their software · price −$778K$4.2M−$1.7M
- PaylocityPCTY21,217 shares · 0.1% of their software$4.0MFlat
- Shift4 Payments, Inc.FOUR47,392 shares · 0.1% of their software · price −$1.0M$3.9M−$740K
- TwilioTWLO38,975 shares · 0.1% of their software$3.8M+$1.6M
- Corpay, Inc.CPAY10,792 shares · 0.1% of their software$3.8MFlat
- ProgressPRGS72,875 shares · 0.1% of their software · price −$994K$3.8MFlat
- ElasticESTC40,101 shares · 0.0% of their software$3.6M+$1.8M
- WorkivaWK45,755 shares · 0.0% of their software · price −$1.5M$3.5MFlat
- SPS CommerceSPSC25,358 shares · 0.0% of their software · price −$1.3M$3.4M−$880K
- ACI WorldwideACIW58,718 shares · 0.0% of their software$3.2MFlat
- EVERTEC, Inc.EVTC82,834 shares · 0.0% of their software$3.0MFlat
- Clear Secure, Inc.YOU112,918 shares · 0.0% of their software$2.9MFlat
- DoximityDOCS49,529 shares · 0.0% of their software$2.9MFlat
- AppFolioAPPF12,948 shares · 0.0% of their software$2.8M+$2.9M
- Clearwater AnalyticsCWAN105,532 shares · 0.0% of their software$2.8M—
- VeriSign, Inc.VRSN9,681 shares · 0.0% of their software$2.5MFlat
- TenableTENB65,507 shares · 0.0% of their software$2.3MFlat
- UnityU108,892 shares · 0.0% of their software$2.1M+$644K
- Sprout SocialSPT95,185 shares · 0.0% of their software · price −$830K$2.1MFlat
- OpenTextOTEX78,745 shares · 0.0% of their software$2.0MFlat
- i3 Verticals, Inc.IIIV80,201 shares · 0.0% of their software$2.0MFlat
- nCinoNCNO66,773 shares · 0.0% of their software$1.8M−$676K
- NutanixNTNX25,775 shares · 0.0% of their software$1.8M+$602K
- CCC Intelligent Solutions Holdings Inc.CCC194,607 shares · 0.0% of their software · price −$525K$1.8MFlat
- LiveRamp Holdings, Inc.RAMP66,169 shares · 0.0% of their software$1.7MFlat
- NICENICE10,765 shares · 0.0% of their software$1.7M−$877K
- QualysQLYS12,473 shares · 0.0% of their software$1.6MFlat
- ZoomZM21,110 shares · 0.0% of their software$1.6M+$588K
- CommvaultCVLT9,386 shares · 0.0% of their software$1.5MFlat
- Euronet Worldwide, Inc.EEFT13,775 shares · 0.0% of their software$1.5MFlat
- Global-EGLBE41,113 shares · 0.0% of their software · price −$776K$1.5MFlat
- PTCPTC9,361 shares · 0.0% of their software$1.5MFlat
- Endava plcDAVA74,212 shares · 0.0% of their software · price −$845K$1.4M+$957K
- BoxBOX45,192 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB334,389 shares · 0.0% of their software$1.3MFlat
- RingCentralRNG50,840 shares · 0.0% of their software · price −$521K$1.3MFlat
- DescartesDSGX11,457 shares · 0.0% of their software$1.2MFlat
- InterDigital, Inc.IDCC5,238 shares · 0.0% of their software$1.1MFlat
- C3.aiAI50,462 shares · 0.0% of their software · price −$675K$1.1MFlat
- SoundHound AI, Inc.SOUN128,111 shares · 0.0% of their software · price −$1.5M$1.0MFlat
- PegasystemsPEGA14,717 shares · 0.0% of their software$1.0M+$576K
- SamsaraIOT26,121 shares · 0.0% of their software$1.0MFlat
- SailPointSAIL51,541 shares · 0.0% of their software$966KNew · +$966K
- DynatraceDT18,706 shares · 0.0% of their software$882KFlat
- DigitalOceanDOCN26,332 shares · 0.0% of their software$879KFlat
- Remitly Global, Inc.RELY41,960 shares · 0.0% of their software$873KFlat
- Q2QTWO10,462 shares · 0.0% of their software$837KFlat
- VertexVERX22,410 shares · 0.0% of their software$785KNew · +$1.2M
- Intapp, Inc.INTA13,012 shares · 0.0% of their software$760KFlat
- PagSeguro Digital Ltd.PAGS99,527 shares · 0.0% of their software$759KFlat
- Calix, Inc.CALX21,091 shares · 0.0% of their software$747KFlat
- Alarm.com Holdings, Inc.ALRM13,105 shares · 0.0% of their software$729KFlat
- BrazeBRZE19,406 shares · 0.0% of their software$700KFlat
- Five9FIVN23,263 shares · 0.0% of their software$632KFlat
- Mitek Systems, Inc.MITK75,978 shares · 0.0% of their software$627KFlat
- MagniteMGNI54,295 shares · 0.0% of their software$620KFlat
- BILLBILL13,420 shares · 0.0% of their software · price −$521K$616KSplit
- Zeta GlobalZETA44,059 shares · 0.0% of their software$597KFlat
- DoubleVerifyDV44,274 shares · 0.0% of their software$592KFlat
- Donnelley Financial Solutions, Inc.DFIN12,183 shares · 0.0% of their software$533KFlat
- Repay Holdings CorporationRPAY90,212 shares · 0.0% of their software$502KFlat
- DuolingoDUOL1,474 shares · 0.0% of their software$458KNew · Flat
- Kingsoft Cloud Holdings LimitedKC30,920 shares · 0.0% of their software$444KNew · Flat
- Joint Stock Company Kaspi.kzKSPI4,697 shares · 0.0% of their software$436KFlat
- ePlus inc.PLUS7,022 shares · 0.0% of their software$429KFlat
- Agilysys, Inc.AGYS5,684 shares · 0.0% of their software$412K+$508K
- Gen DigitalGEN15,254 shares · 0.0% of their software$405KFlat
- F5, Inc.FFIV1,515 shares · 0.0% of their software$403KFlat
- ReposiTrak, Inc.TRAK19,150 shares · 0.0% of their software$388KFlat
- BlackLineBL6,995 shares · 0.0% of their software$339KFlat
- OneSpan Inc.OSPN22,180 shares · 0.0% of their software$338KNew · Flat
- SchrödingerSDGR16,116 shares · 0.0% of their software$318KFlat
- CertaraCERT30,759 shares · 0.0% of their software$305KFlat
- Payoneer Global Inc.PAYO36,221 shares · 0.0% of their software$265KNew · Flat
- PagerDutyPD12,416 shares · 0.0% of their software$227KFlat
- WixWIX1,381 shares · 0.0% of their software$226K−$2.2M
- Definitive HealthcareDH74,340 shares · 0.0% of their software$215KFlat
- ZoomInfoZI19,645 shares · 0.0% of their software$196K—
- Sabre CorporationSABR50,797 shares · 0.0% of their software$143KFlat
- International Money Express, Inc.IMXI10,500 shares · 0.0% of their software$133KFlat
- Rekor Systems, Inc.REKR132,557 shares · 0.0% of their software$118KFlat
- Telos CorporationTLS46,109 shares · 0.0% of their software$110KFlat
- Bitdeer Technologies GroupBTDR10,083 shares · 0.0% of their software$89KNew · Flat
- Blend Labs, Inc.BLND20,348 shares · 0.0% of their software$68KFlat
- Commerce.com, Inc.CMRC10,111 shares · 0.0% of their software$58KFlat