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.

• Automatic Data Processing, Inc.ADP−$14.0M$566M
• Uber Technologies, Inc.UBER−$13.9M$262M
• AdobeADBE+$9.6M$277M
• ServiceTitanTTAN+$7.3M$8.2M
• ToastTOST+$7.2M$20.0M

Software held

• MicrosoftMSFT7,162,674 shares · 39.2% of their software · price +$874M$3.6BFlat
• OracleORCL3,536,680 shares · 8.5% of their software · price +$279M$773MFlat
• Automatic Data Processing, Inc.ADP1,834,501 shares · 6.2% of their software · price +$5.3M$566M−$14.0M
• Palo Alto NetworksPANW1,976,946 shares · 4.5% of their software · price +$67.2M$405M+$6.1M
• ServiceNowNOW381,046 shares · 4.3% of their software · price +$88.4M$392M−$3.6M
• BroadridgeBR1,552,802 shares · 4.2% of their software · price +$885K$377M−$5.4M
• SalesforceCRM1,294,526 shares · 3.9% of their software · price +$5.6M$353M−$5.6M
• IntuitINTU393,038 shares · 3.4% of their software · price +$68.2M$310MFlat
• AdobeADBE716,731 shares · 3.1% of their software · price +$2.4M$277M+$9.6M
• Uber Technologies, Inc.UBER2,811,397 shares · 2.9% of their software · price +$57.5M$262M−$13.9M
• CrowdStrikeCRWD362,279 shares · 2.0% of their software · price +$56.8M$185M+$3.5M
• PalantirPLTR1,008,184 shares · 1.5% of their software · price +$52.3M$137MFlat
• Paychex, Inc.PAYX794,374 shares · 1.3% of their software · price −$7.0M$116M−$6.7M
• WorkdayWDAY474,671 shares · 1.3% of their software · price +$3.1M$114M−$5.2M
• Strategy IncMSTR245,498 shares · 1.1% of their software · price +$28.5M$99.2MFlat
• Amdocs LimitedDOX1,032,872 shares · 1.0% of their software$94.2M+$1.4M
• FortinetFTNT852,718 shares · 1.0% of their software · price +$8.1M$90.1MFlat
• ShopifySHOP395,806 shares · 0.5% of their software · price +$7.9M$45.7M+$4.2M
• Fiserv, Inc.FISV249,007 shares · 0.5% of their software · price −$12.1M$42.9M−$6.5M
• SAPSAP134,418 shares · 0.5% of their software · price +$4.8M$40.9M−$5.5M
• SynopsysSNPS73,514 shares · 0.4% of their software · price +$6.2M$37.7M+$5.5M
• ZscalerZS115,479 shares · 0.4% of their software · price +$13.3M$36.3MFlat
• AppLovinAPP97,025 shares · 0.4% of their software · price +$8.3M$34.0M−$6.5M
• AutodeskADSK103,996 shares · 0.4% of their software · price +$5.0M$32.2MFlat
• VeevaVEEV107,391 shares · 0.3% of their software · price +$6.1M$30.9MFlat
• Roper Technologies, Inc.ROP54,048 shares · 0.3% of their software · price −$1.2M$30.6MFlat
• The Trade DeskTTD416,442 shares · 0.3% of their software · price +$7.2M$30.0M+$1.4M
• HubSpotHUBS51,931 shares · 0.3% of their software · price −$761K$28.9M+$2.5M
• MongoDBMDB133,696 shares · 0.3% of their software · price +$4.6M$28.1M+$849K
• SnowflakeSNOW124,737 shares · 0.3% of their software · price +$9.7M$27.9M+$1.7M
• VeriskVRSK80,587 shares · 0.3% of their software · price +$1.1M$25.1M−$1.0M
• Fair IsaacFICO13,234 shares · 0.3% of their software$24.2M+$555K
• CoStarCSGP292,304 shares · 0.3% of their software$23.5MFlat
• Bentley SystemsBSY419,346 shares · 0.2% of their software · price +$6.1M$22.6M−$616K
• Tyler TechnologiesTYL36,470 shares · 0.2% of their software$21.6M+$1.4M
• NetApp, Inc.NTAP187,825 shares · 0.2% of their software · price +$3.5M$20.0MFlat
• ToastTOST451,595 shares · 0.2% of their software · price +$5.0M$20.0M+$7.2M
• CadenceCDNS63,068 shares · 0.2% of their software · price +$3.4M$19.4M−$3.2M
• FactSetFDS42,322 shares · 0.2% of their software$19.0MFlat
• CloudflareNET81,230 shares · 0.2% of their software · price +$6.8M$15.9M+$3.1M
• Block, Inc.XYZ198,508 shares · 0.1% of their software · price +$2.7M$13.5MFlat
• SS&CSSNC160,682 shares · 0.1% of their software$13.3M−$2.7M
• ProcorePCOR168,237 shares · 0.1% of their software$11.5M+$1.1M
• DatadogDDOG72,136 shares · 0.1% of their software · price +$2.5M$9.7M−$3.3M
• TrimbleTRMB126,018 shares · 0.1% of their software · price +$1.3M$9.6MFlat
• DocuSignDOCU121,560 shares · 0.1% of their software$9.5M+$2.6M
• AtlassianTEAM46,163 shares · 0.1% of their software$9.4M+$1.1M
• PaycomPAYC39,185 shares · 0.1% of their software · price +$506K$9.1MFlat
• Rubrik, Inc.RBRK101,176 shares · 0.1% of their software · price +$2.9M$9.1M+$1.8M
• GoDaddyGDDY48,235 shares · 0.1% of their software$8.7M−$1.2M
• GuidewireGWRE35,028 shares · 0.1% of their software · price +$1.7M$8.2M−$726K
• ServiceTitanTTAN76,336 shares · 0.1% of their software · price +$921K$8.2MNew · +$7.3M
• monday.comMNDY25,756 shares · 0.1% of their software · price +$1.8M$8.1M+$696K
• CoreWeave, Inc.CRWV47,772 shares · 0.1% of their software · price +$6.0M$7.8MNew · +$1.8M
• JFrogFROG160,940 shares · 0.1% of their software · price +$1.9M$7.1MFlat
• PAR Technology CorporationPAR84,419 shares · 0.1% of their software · price +$678K$5.9M+$969K
• UiPathPATH433,067 shares · 0.1% of their software · price +$1.1M$5.5MFlat
• SentinelOneS292,547 shares · 0.1% of their software$5.3MFlat
• GitLabGTLB114,227 shares · 0.1% of their software$5.2M+$1.1M
• TwilioTWLO40,809 shares · 0.1% of their software · price +$1.1M$5.1MFlat
• OktaOKTA49,580 shares · 0.1% of their software$5.0MFlat
• AkamaiAKAM61,169 shares · 0.1% of their software$4.9MFlat
• Shift4 Payments, Inc.FOUR47,579 shares · 0.1% of their software · price +$828K$4.7MFlat
• ProgressPRGS70,976 shares · 0.0% of their software · price +$875K$4.5MFlat
• Q2QTWO46,486 shares · 0.0% of their software · price +$631K$4.4M+$2.9M
• Check PointCHKP19,279 shares · 0.0% of their software$4.3MFlat
• MorningstarMORN13,513 shares · 0.0% of their software$4.2M−$511K
• ElasticESTC44,650 shares · 0.0% of their software$3.8MFlat
• Corpay, Inc.CPAY11,264 shares · 0.0% of their software$3.7MFlat
• Manhattan AssociatesMANH17,972 shares · 0.0% of their software$3.5M−$1.7M
• PaylocityPCTY19,422 shares · 0.0% of their software$3.5MFlat
• SPS CommerceSPSC25,545 shares · 0.0% of their software$3.5MFlat
• NICENICE18,253 shares · 0.0% of their software$3.1M+$1.2M
• EVERTEC, Inc.EVTC83,762 shares · 0.0% of their software$3.0MFlat
• WorkivaWK43,499 shares · 0.0% of their software$3.0MFlat
• DoximityDOCS48,003 shares · 0.0% of their software$2.9MFlat
• VeriSign, Inc.VRSN10,188 shares · 0.0% of their software$2.9MFlat
• Clear Secure, Inc.YOU99,866 shares · 0.0% of their software$2.8MFlat
• AppFolioAPPF11,829 shares · 0.0% of their software$2.7MFlat
• Clearwater AnalyticsCWAN114,250 shares · 0.0% of their software$2.5M—
• OpenTextOTEX84,578 shares · 0.0% of their software$2.5MFlat
• TenableTENB70,159 shares · 0.0% of their software$2.4MFlat
• NutanixNTNX29,304 shares · 0.0% of their software$2.2MFlat
• i3 Verticals, Inc.IIIV80,898 shares · 0.0% of their software$2.2MFlat
• CCC Intelligent Solutions Holdings Inc.CCC236,221 shares · 0.0% of their software$2.2MFlat
• UnityU91,582 shares · 0.0% of their software$2.2MFlat
• Sprout SocialSPT105,249 shares · 0.0% of their software$2.2MFlat
• PegasystemsPEGA40,417 shares · 0.0% of their software · price −$622K$2.2M+$1.8M
• LiveRamp Holdings, Inc.RAMP65,720 shares · 0.0% of their software$2.2MFlat
• Intapp, Inc.INTA41,860 shares · 0.0% of their software$2.2M+$1.7M
• ACI WorldwideACIW44,795 shares · 0.0% of their software$2.1M−$762K
• nCinoNCNO69,552 shares · 0.0% of their software$1.9MFlat
• MagniteMGNI78,799 shares · 0.0% of their software · price +$1.0M$1.9MFlat
• InterDigital, Inc.IDCC7,928 shares · 0.0% of their software$1.8M+$556K
• BoxBOX50,986 shares · 0.0% of their software$1.7MFlat
• CommvaultCVLT9,563 shares · 0.0% of their software$1.7MFlat
• PTCPTC9,270 shares · 0.0% of their software$1.6MFlat
• DuolingoDUOL3,809 shares · 0.0% of their software$1.6M+$725K
• ZoomZM19,791 shares · 0.0% of their software$1.5MFlat
• Euronet Worldwide, Inc.EEFT14,137 shares · 0.0% of their software$1.4MFlat
• DynatraceDT25,519 shares · 0.0% of their software$1.4MFlat
• Global-EGLBE41,983 shares · 0.0% of their software$1.4MFlat
• QualysQLYS9,308 shares · 0.0% of their software$1.3MFlat
• SamsaraIOT31,815 shares · 0.0% of their software$1.3MFlat
• RingCentralRNG44,373 shares · 0.0% of their software$1.3MFlat
• SoundHound AI, Inc.SOUN112,352 shares · 0.0% of their software$1.2MFlat
• Calix, Inc.CALX22,044 shares · 0.0% of their software$1.2MFlat
• DescartesDSGX10,950 shares · 0.0% of their software$1.1MFlat
• Endava plcDAVA70,279 shares · 0.0% of their software$1.1MFlat
• PagSeguro Digital Ltd.PAGS92,422 shares · 0.0% of their software$891KFlat
• KlaviyoKVYO25,657 shares · 0.0% of their software$862KNew · +$776K
• C3.aiAI31,469 shares · 0.0% of their software$773KFlat
• Agilysys, Inc.AGYS6,595 shares · 0.0% of their software$756KFlat
• Remitly Global, Inc.RELY40,104 shares · 0.0% of their software$753KFlat
• Gen DigitalGEN25,033 shares · 0.0% of their software$736KFlat
• Mitek Systems, Inc.MITK74,238 shares · 0.0% of their software$735KFlat
• Alarm.com Holdings, Inc.ALRM12,668 shares · 0.0% of their software$717KFlat
• DigitalOceanDOCN24,972 shares · 0.0% of their software$713KFlat
• Donnelley Financial Solutions, Inc.DFIN11,536 shares · 0.0% of their software$711KFlat
• Five9FIVN26,513 shares · 0.0% of their software$702KFlat
• Zeta GlobalZETA41,102 shares · 0.0% of their software$637KFlat
• SchrödingerSDGR28,396 shares · 0.0% of their software$571KFlat
• F5, Inc.FFIV1,830 shares · 0.0% of their software$539KFlat
• DoubleVerifyDV33,732 shares · 0.0% of their software$505KFlat
• ePlus inc.PLUS6,706 shares · 0.0% of their software$484KFlat
• BlackLineBL7,969 shares · 0.0% of their software$451KFlat
• WeRide Inc.WRD57,168 shares · 0.0% of their software$450KNew · +$776K
• Kingsoft Cloud Holdings LimitedKC30,627 shares · 0.0% of their software$383KFlat
• VertexVERX10,514 shares · 0.0% of their software$372KFlat
• ReposiTrak, Inc.TRAK18,888 shares · 0.0% of their software$371KFlat
• OneSpan Inc.OSPN21,679 shares · 0.0% of their software$362KFlat
• CertaraCERT29,172 shares · 0.0% of their software$341KFlat
• Definitive HealthcareDH77,457 shares · 0.0% of their software$302KFlat
• Repay Holdings CorporationRPAY55,637 shares · 0.0% of their software$268KFlat
• Payoneer Global Inc.PAYO36,928 shares · 0.0% of their software$253KFlat
• ZoomInfoZI23,771 shares · 0.0% of their software$241K—
• WixWIX1,406 shares · 0.0% of their software$223KFlat
• AlkamiALKT6,990 shares · 0.0% of their software$211KNew · Flat
• Core Scientific, Inc.CORZ12,201 shares · 0.0% of their software$208KNew · Flat
• PagerDutyPD12,571 shares · 0.0% of their software$192KFlat
• AudioEye, Inc.AEYE15,776 shares · 0.0% of their software$184KNew · Flat
• BlackBerry LimitedBB38,052 shares · 0.0% of their software$174K−$1.1M
• Telos CorporationTLS51,224 shares · 0.0% of their software$162KFlat
• Sabre CorporationSABR50,111 shares · 0.0% of their software$158KFlat
• Rekor Systems, Inc.REKR135,027 shares · 0.0% of their software$157KFlat
• Bitdeer Technologies GroupBTDR12,700 shares · 0.0% of their software$146KFlat