Generalist · ST. Louis, MO
Stifel Financial
Q3 2025 · compared with Q2 2025
Filed as Stifel Financial Corp
- Software
- $9.0B
- Weight of 13F
- 8.3%
- Names
- 156
- Net bought
- −$140M
Filed 12 November 2025 · SEC filing.
3,491 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
- MicrosoftMSFT7,124,971 shares · 40.8% of their software · price +$146M$3.7BFlat
- OracleORCL2,665,050 shares · 8.3% of their software · price +$167M$750M−$191M
- Automatic Data Processing, Inc.ADP1,790,607 shares · 5.8% of their software · price −$26.7M$526M−$13.5M
- Palo Alto NetworksPANW2,144,841 shares · 4.8% of their software · price −$2.2M$437M+$34.4M
- BroadridgeBR1,508,092 shares · 4.0% of their software · price −$7.3M$359M−$10.9M
- ServiceNowNOW382,563 shares · 3.9% of their software · price −$41.2M$352MFlat
- Uber Technologies, Inc.UBER2,967,471 shares · 3.2% of their software · price +$13.9M$291M+$14.6M
- IntuitINTU411,254 shares · 3.1% of their software · price −$43.1M$281M+$14.3M
- SalesforceCRM1,099,226 shares · 2.9% of their software · price −$39.2M$261M−$53.3M
- AdobeADBE729,953 shares · 2.8% of their software · price −$24.9M$257M+$5.1M
- CrowdStrikeCRWD361,757 shares · 2.0% of their software · price −$6.8M$177MFlat
- PalantirPLTR903,881 shares · 1.8% of their software · price +$41.7M$165M−$14.2M
- Paychex, Inc.PAYX868,230 shares · 1.2% of their software · price −$16.2M$110M+$10.7M
- Amdocs LimitedDOX1,041,959 shares · 0.9% of their software · price −$9.6M$85.5MFlat
- WorkdayWDAY331,916 shares · 0.9% of their software$79.9M−$34.3M
- AppLovinAPP102,739 shares · 0.8% of their software · price +$37.9M$73.8M+$2.0M
- FortinetFTNT851,137 shares · 0.8% of their software · price −$18.4M$71.6MFlat
- Strategy IncMSTR197,972 shares · 0.7% of their software · price −$16.2M$63.8M−$19.2M
- HubSpotHUBS129,905 shares · 0.7% of their software · price −$11.5M$60.8M+$43.4M
- ShopifySHOP387,811 shares · 0.6% of their software · price +$12.9M$57.6M−$922K
- ZscalerZS152,841 shares · 0.5% of their software · price −$2.2M$45.8M+$11.7M
- Fiserv, Inc.FISV324,394 shares · 0.5% of their software · price −$14.1M$41.8M+$13.0M
- SynopsysSNPS83,978 shares · 0.5% of their software · price −$1.6M$41.4M+$5.4M
- SAPSAP140,201 shares · 0.4% of their software · price −$5.2M$37.5M+$1.8M
- SnowflakeSNOW156,422 shares · 0.4% of their software$35.3M+$7.1M
- AutodeskADSK103,387 shares · 0.4% of their software · price +$837K$32.8MFlat
- MongoDBMDB104,918 shares · 0.4% of their software · price +$10.5M$32.6M−$6.0M
- VeevaVEEV108,528 shares · 0.4% of their software · price +$1.1M$32.3MFlat
- CadenceCDNS92,015 shares · 0.4% of their software · price +$4.0M$32.3M+$8.9M
- Roper Technologies, Inc.ROP53,462 shares · 0.3% of their software · price −$3.6M$26.7MFlat
- DatadogDDOG163,336 shares · 0.3% of their software · price +$1.3M$23.3M+$12.3M
- CoStarCSGP270,670 shares · 0.3% of their software · price +$1.1M$22.8M−$1.7M
- NetApp, Inc.NTAP187,378 shares · 0.2% of their software · price +$2.2M$22.2MFlat
- TrimbleTRMB269,341 shares · 0.2% of their software · price +$1.5M$22.0M+$10.9M
- CloudflareNET102,153 shares · 0.2% of their software · price +$1.9M$21.9M+$4.1M
- Bentley SystemsBSY404,018 shares · 0.2% of their software · price −$1.0M$20.8M−$827K
- Tyler TechnologiesTYL36,033 shares · 0.2% of their software · price −$2.5M$18.9MFlat
- The Trade DeskTTD378,939 shares · 0.2% of their software · price −$8.7M$18.6M−$2.7M
- VeriskVRSK68,636 shares · 0.2% of their software · price −$4.1M$17.3M−$3.7M
- Fair IsaacFICO11,408 shares · 0.2% of their software · price −$3.8M$17.1M−$3.3M
- ProcorePCOR217,982 shares · 0.2% of their software · price +$981K$15.9M+$3.4M
- Block, Inc.XYZ198,149 shares · 0.2% of their software · price +$860K$14.3MFlat
- CoreWeave, Inc.CRWV103,575 shares · 0.2% of their software · price −$2.7M$14.2M+$9.1M
- ToastTOST385,115 shares · 0.2% of their software · price −$3.0M$14.1M−$2.9M
- Rubrik, Inc.RBRK159,174 shares · 0.1% of their software · price −$1.2M$13.1M+$5.2M
- SS&CSSNC146,322 shares · 0.1% of their software · price +$872K$13.0M−$1.2M
- FactSetFDS41,160 shares · 0.1% of their software · price −$6.6M$11.8M−$520K
- GuidewireGWRE51,168 shares · 0.1% of their software$11.8M+$3.8M
- NCR Atleos CorporationNATL200,860 shares · 0.1% of their software · price +$2.2M$7.9MNew · +$5.7M
- PaycomPAYC36,883 shares · 0.1% of their software · price −$858K$7.7M−$533K
- Five9FIVN305,027 shares · 0.1% of their software · price −$695K$7.4M+$7.4M
- ServiceTitanTTAN72,374 shares · 0.1% of their software$7.3MFlat
- DoximityDOCS98,373 shares · 0.1% of their software · price +$1.2M$7.2M+$3.1M
- DocuSignDOCU87,024 shares · 0.1% of their software · price −$505K$6.3M−$2.7M
- UiPathPATH434,905 shares · 0.1% of their software$5.8MFlat
- AtlassianTEAM35,536 shares · 0.1% of their software · price −$1.5M$5.7M−$2.2M
- OktaOKTA58,229 shares · 0.1% of their software$5.3M+$865K
- SentinelOneS299,646 shares · 0.1% of their software$5.3MFlat
- GoDaddyGDDY38,491 shares · 0.1% of their software · price −$1.7M$5.3M−$1.8M
- GitLabGTLB115,114 shares · 0.1% of their software$5.2MFlat
- JFrogFROG108,072 shares · 0.1% of their software$5.1M−$2.3M
- AkamaiAKAM61,599 shares · 0.1% of their software$4.7MFlat
- Check PointCHKP22,451 shares · 0.1% of their software$4.6M+$702K
- monday.comMNDY22,936 shares · 0.0% of their software · price −$2.8M$4.4M−$887K
- NICENICE27,763 shares · 0.0% of their software · price −$670K$4.0M+$1.6M
- TwilioTWLO39,155 shares · 0.0% of their software · price −$950K$3.9MFlat
- WorkivaWK42,884 shares · 0.0% of their software · price +$756K$3.7MFlat
- Manhattan AssociatesMANH17,603 shares · 0.0% of their software$3.6MFlat
- PAR Technology CorporationPAR90,679 shares · 0.0% of their software · price −$2.7M$3.6MFlat
- Shift4 Payments, Inc.FOUR45,811 shares · 0.0% of their software · price −$995K$3.5MFlat
- OpenTextOTEX93,856 shares · 0.0% of their software · price +$768K$3.5MFlat
- MorningstarMORN14,845 shares · 0.0% of their software · price −$1.2M$3.4MFlat
- Clear Secure, Inc.YOU95,633 shares · 0.0% of their software · price +$537K$3.2MFlat
- ACI WorldwideACIW60,369 shares · 0.0% of their software$3.2M+$715K
- InterDigital, Inc.IDCC9,193 shares · 0.0% of their software · price +$1.1M$3.2MFlat
- ProgressPRGS69,994 shares · 0.0% of their software · price −$1.4M$3.1MFlat
- PaylocityPCTY18,987 shares · 0.0% of their software$3.0MFlat
- PegasystemsPEGA51,876 shares · 0.0% of their software$3.0M+$620K
- AppFolioAPPF10,596 shares · 0.0% of their software$2.9MFlat
- Corpay, Inc.CPAY10,026 shares · 0.0% of their software$2.9MFlat
- VeriSign, Inc.VRSN10,245 shares · 0.0% of their software$2.9MFlat
- NutanixNTNX37,523 shares · 0.0% of their software$2.8M+$628K
- EVERTEC, Inc.EVTC80,817 shares · 0.0% of their software$2.7MFlat
- SPS CommerceSPSC25,474 shares · 0.0% of their software · price −$814K$2.7MFlat
- i3 Verticals, Inc.IIIV80,345 shares · 0.0% of their software$2.6MFlat
- Intapp, Inc.INTA58,946 shares · 0.0% of their software · price −$632K$2.4M+$882K
- ElasticESTC28,198 shares · 0.0% of their software$2.4M−$1.4M
- AlkamiALKT95,197 shares · 0.0% of their software · price −$505K$2.4M+$2.7M
- SailPointSAIL99,792 shares · 0.0% of their software$2.2MNew · +$2.3M
- TenableTENB75,384 shares · 0.0% of their software$2.2MFlat
- CommvaultCVLT11,062 shares · 0.0% of their software$2.1MFlat
- CCC Intelligent Solutions Holdings Inc.CCC227,980 shares · 0.0% of their software$2.1MFlat
- SoundHound AI, Inc.SOUN119,546 shares · 0.0% of their software · price +$640K$1.9MFlat
- PTCPTC9,348 shares · 0.0% of their software$1.9MFlat
- Euronet Worldwide, Inc.EEFT19,697 shares · 0.0% of their software$1.7M+$564K
- LiveRamp Holdings, Inc.RAMP61,742 shares · 0.0% of their software$1.7MFlat
- ZoomZM19,238 shares · 0.0% of their software$1.6MFlat
- nCinoNCNO58,330 shares · 0.0% of their software$1.6MFlat
- Calix, Inc.CALX25,225 shares · 0.0% of their software$1.5MFlat
- BoxBOX47,780 shares · 0.0% of their software$1.5MFlat
- Sprout SocialSPT115,073 shares · 0.0% of their software · price −$919K$1.5MFlat
- QualysQLYS11,108 shares · 0.0% of their software$1.5MFlat
- DuolingoDUOL4,241 shares · 0.0% of their software$1.4MFlat
- Global-EGLBE37,872 shares · 0.0% of their software$1.4MFlat
- MagniteMGNI59,131 shares · 0.0% of their software$1.3MFlat
- DescartesDSGX13,215 shares · 0.0% of their software$1.2MFlat
- DynatraceDT25,468 shares · 0.0% of their software$1.2MFlat
- Chime Financial, Inc.CHYM59,350 shares · 0.0% of their software · price −$851K$1.2MNew · +$2.0M
- Dave Inc.DAVE5,876 shares · 0.0% of their software$1.2MNew · +$1.6M
- SamsaraIOT29,240 shares · 0.0% of their software$1.1MFlat
- SchrödingerSDGR45,291 shares · 0.0% of their software$909KFlat
- PagSeguro Digital Ltd.PAGS90,307 shares · 0.0% of their software$903KFlat
- DigitalOceanDOCN24,838 shares · 0.0% of their software$848KFlat
- UnityU20,467 shares · 0.0% of their software$819K−$1.7M
- ReposiTrak, Inc.TRAK54,050 shares · 0.0% of their software$801K+$691K
- Agilysys, Inc.AGYS7,470 shares · 0.0% of their software$786KFlat
- Zeta GlobalZETA38,894 shares · 0.0% of their software$773KFlat
- Mitek Systems, Inc.MITK75,910 shares · 0.0% of their software$742KFlat
- Alarm.com Holdings, Inc.ALRM13,922 shares · 0.0% of their software$739KFlat
- Figma, Inc.FIG14,147 shares · 0.0% of their software$734KNew · +$734K
- Q2QTWO10,044 shares · 0.0% of their software$727K−$3.4M
- Remitly Global, Inc.RELY42,939 shares · 0.0% of their software$700KFlat
- Clearwater AnalyticsCWAN35,485 shares · 0.0% of their software$639K—
- Gen DigitalGEN22,413 shares · 0.0% of their software$637KFlat
- C3.aiAI35,677 shares · 0.0% of their software$619KFlat
- KlaviyoKVYO21,404 shares · 0.0% of their software$593KFlat
- Daily Journal CorporationDJCO1,216 shares · 0.0% of their software$566KNew · +$513K
- F5, Inc.FFIV1,697 shares · 0.0% of their software$549KFlat
- Endava plcDAVA59,123 shares · 0.0% of their software$538KFlat
- Core Scientific, Inc.CORZ29,099 shares · 0.0% of their software$522KFlat
- DoubleVerifyDV42,671 shares · 0.0% of their software$511KFlat
- Cerence Inc.CRNC40,958 shares · 0.0% of their software$510KNew · Flat
- Life360, Inc.LIF4,518 shares · 0.0% of their software$480KNew · Flat
- Kingsoft Cloud Holdings LimitedKC31,301 shares · 0.0% of their software$467KFlat
- ePlus inc.PLUS6,101 shares · 0.0% of their software$433KFlat
- Lyft, Inc.LYFT18,836 shares · 0.0% of their software$415KNew · Flat
- BlackLineBL7,676 shares · 0.0% of their software$408KFlat
- Definitive HealthcareDH87,157 shares · 0.0% of their software$354KFlat
- CertaraCERT28,376 shares · 0.0% of their software$347KFlat
- OneSpan Inc.OSPN21,302 shares · 0.0% of their software$338KFlat
- ZoomInfoZI26,680 shares · 0.0% of their software$291K—
- BrazeBRZE9,457 shares · 0.0% of their software$269KNew · Flat
- WixWIX1,363 shares · 0.0% of their software$242KFlat
- Telos CorporationTLS33,299 shares · 0.0% of their software$228KFlat
- AudioEye, Inc.AEYE15,753 shares · 0.0% of their software$218KFlat
- Bitdeer Technologies GroupBTDR12,700 shares · 0.0% of their software$217KFlat
- PagerDutyPD12,905 shares · 0.0% of their software$213KFlat
- Rekor Systems, Inc.REKR135,027 shares · 0.0% of their software$212KFlat
- VertexVERX8,511 shares · 0.0% of their software$211KFlat
- Payoneer Global Inc.PAYO31,050 shares · 0.0% of their software$188KFlat
- BlackBerry LimitedBB31,950 shares · 0.0% of their software$156KFlat
- AvePointAVPT10,056 shares · 0.0% of their software$151KNew · Flat
- Full Truck Alliance Co. Ltd.YMM11,407 shares · 0.0% of their software$148KNew · Flat
- Sabre CorporationSABR44,458 shares · 0.0% of their software$81KFlat
- PowerFleet, Inc.AIOT12,971 shares · 0.0% of their software$68KNew · Flat
- Repay Holdings CorporationRPAY10,610 shares · 0.0% of their software$55KFlat