Generalist · ST. Louis, MO
Stifel Financial
Q4 2025 · compared with Q3 2025
Filed as Stifel Financial Corp
- Software
- $7.7B
- Weight of 13F
- 7.0%
- Names
- 152
- Net bought
- −$608M
Filed 13 February 2026 · SEC filing.
3,525 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
- MicrosoftMSFT7,017,906 shares · 43.9% of their software · price −$241M$3.4B−$55.5M
- Automatic Data Processing, Inc.ADP1,793,020 shares · 6.0% of their software · price −$65.0M$461MFlat
- Palo Alto NetworksPANW2,151,402 shares · 5.1% of their software · price −$41.8M$396MFlat
- BroadridgeBR1,446,103 shares · 4.2% of their software · price −$21.7M$323M−$14.8M
- SalesforceCRM1,107,938 shares · 3.8% of their software · price +$30.9M$294MFlat
- ServiceNowNOW1,912,407 shares · 3.8% of their software · price −$1.5B$293MSplit
- IntuitINTU394,287 shares · 3.4% of their software · price −$8.1M$261M−$11.6M
- AdobeADBE732,238 shares · 3.3% of their software · price −$2.0M$256MFlat
- Uber Technologies, Inc.UBER2,742,099 shares · 2.9% of their software · price −$44.6M$224M−$22.1M
- OracleORCL1,084,757 shares · 2.7% of their software · price −$93.6M$211M−$444M
- CrowdStrikeCRWD373,232 shares · 2.3% of their software · price −$8.1M$175M+$5.6M
- PalantirPLTR835,751 shares · 1.9% of their software · price −$3.9M$149M−$12.4M
- Paychex, Inc.PAYX967,140 shares · 1.4% of their software · price −$14.1M$108M+$12.5M
- Amdocs LimitedDOX1,054,189 shares · 1.1% of their software · price −$1.6M$84.9M+$1.0M
- AppLovinAPP102,811 shares · 0.9% of their software · price −$4.6M$69.3MFlat
- ShopifySHOP407,385 shares · 0.8% of their software · price +$5.0M$65.6M+$2.9M
- FortinetFTNT814,317 shares · 0.8% of their software · price −$3.8M$64.7M−$3.1M
- WorkdayWDAY254,107 shares · 0.7% of their software · price −$6.6M$54.6M−$18.7M
- SnowflakeSNOW198,953 shares · 0.6% of their software · price −$1.2M$43.6M+$9.6M
- MongoDBMDB96,809 shares · 0.5% of their software · price +$10.6M$40.6M−$2.5M
- SAPSAP154,728 shares · 0.5% of their software · price −$3.8M$37.6M+$3.9M
- SynopsysSNPS74,381 shares · 0.5% of their software · price −$1.8M$34.9M−$4.7M
- ZscalerZS151,913 shares · 0.4% of their software · price −$11.4M$34.2MFlat
- HubSpotHUBS79,731 shares · 0.4% of their software · price −$5.3M$32.0M−$23.5M
- Strategy IncMSTR194,050 shares · 0.4% of their software · price −$33.0M$29.5M−$1.3M
- AutodeskADSK95,092 shares · 0.4% of their software · price −$2.1M$28.1M−$2.6M
- VeriskVRSK113,526 shares · 0.3% of their software · price −$3.2M$25.4M+$11.3M
- CadenceCDNS74,364 shares · 0.3% of their software · price −$2.9M$23.2M−$6.2M
- VeevaVEEV103,277 shares · 0.3% of their software · price −$7.7M$23.1M−$1.6M
- CloudflareNET115,809 shares · 0.3% of their software · price −$2.0M$22.8M+$2.9M
- DatadogDDOG154,748 shares · 0.3% of their software · price −$992K$21.0M−$1.2M
- TrimbleTRMB252,713 shares · 0.3% of their software · price −$834K$19.8M−$1.4M
- NetApp, Inc.NTAP177,746 shares · 0.2% of their software · price −$2.0M$19.0M−$1.1M
- Roper Technologies, Inc.ROP40,257 shares · 0.2% of their software · price −$2.2M$17.9M−$6.6M
- ProcorePCOR230,142 shares · 0.2% of their software$16.7M+$887K
- CoStarCSGP241,718 shares · 0.2% of their software · price −$4.1M$16.3M−$2.4M
- Fiserv, Inc.FISV233,570 shares · 0.2% of their software · price −$14.4M$15.7M−$11.7M
- ServiceTitanTTAN146,550 shares · 0.2% of their software · price +$831K$15.6M+$7.5M
- Tyler TechnologiesTYL31,378 shares · 0.2% of their software · price −$2.2M$14.2M−$2.4M
- Bentley SystemsBSY354,382 shares · 0.2% of their software · price −$4.7M$13.5M−$2.6M
- Fair IsaacFICO7,970 shares · 0.2% of their software · price +$1.5M$13.5M−$5.1M
- SS&CSSNC148,337 shares · 0.2% of their software$13.0MFlat
- FactSetFDS43,938 shares · 0.2% of their software$12.8M+$796K
- Rubrik, Inc.RBRK147,242 shares · 0.1% of their software · price −$850K$11.3M−$981K
- The Trade DeskTTD290,383 shares · 0.1% of their software · price −$3.2M$11.0M−$4.3M
- CoreWeave, Inc.CRWV135,092 shares · 0.1% of their software · price −$8.8M$9.7M+$4.3M
- UiPathPATH584,568 shares · 0.1% of their software · price +$1.8M$9.6M+$2.0M
- ToastTOST262,687 shares · 0.1% of their software$9.3M−$4.5M
- Block, Inc.XYZ126,904 shares · 0.1% of their software · price −$911K$8.3M−$5.1M
- Corpay, Inc.CPAY24,704 shares · 0.1% of their software$7.4M+$4.2M
- NCR Atleos CorporationNATL193,746 shares · 0.1% of their software$7.4MFlat
- GuidewireGWRE35,608 shares · 0.1% of their software · price −$1.0M$7.2M−$3.6M
- FlywireFLYW479,241 shares · 0.1% of their software$6.8MNew · +$6.5M
- NIQ Global Intelligence plcNIQ407,780 shares · 0.1% of their software$6.7MNew · +$6.4M
- AtlassianTEAM36,293 shares · 0.1% of their software$5.9MFlat
- Clearwater AnalyticsCWAN237,009 shares · 0.1% of their software$5.7M—
- AkamaiAKAM64,772 shares · 0.1% of their software · price +$744K$5.7MFlat
- JFrogFROG87,537 shares · 0.1% of their software · price +$1.3M$5.5M−$972K
- OktaOKTA62,524 shares · 0.1% of their software$5.4MFlat
- DocuSignDOCU76,416 shares · 0.1% of their software$5.2M−$765K
- InterDigital, Inc.IDCC15,831 shares · 0.1% of their software$5.0M+$2.3M
- TwilioTWLO35,437 shares · 0.1% of their software · price +$1.5M$5.0MFlat
- PaycomPAYC30,081 shares · 0.1% of their software · price −$1.5M$4.8M−$1.4M
- SentinelOneS308,372 shares · 0.1% of their software · price −$805K$4.6MFlat
- QualysQLYS32,439 shares · 0.1% of their software$4.3M+$2.8M
- GoDaddyGDDY31,406 shares · 0.1% of their software$3.9M−$969K
- GitLabGTLB101,667 shares · 0.0% of their software · price −$768K$3.8M−$606K
- ProgressPRGS84,786 shares · 0.0% of their software$3.6M+$650K
- WixWIX35,053 shares · 0.0% of their software · price −$2.6M$3.6M+$6.0M
- WorkivaWK40,636 shares · 0.0% of their software$3.5MFlat
- OpenTextOTEX103,244 shares · 0.0% of their software$3.4MFlat
- Check PointCHKP17,996 shares · 0.0% of their software$3.3M−$922K
- EVERTEC, Inc.EVTC114,232 shares · 0.0% of their software · price −$536K$3.3M+$1.1M
- Intapp, Inc.INTA72,062 shares · 0.0% of their software$3.3M+$536K
- Clear Secure, Inc.YOU88,579 shares · 0.0% of their software$3.1MFlat
- NICENICE26,177 shares · 0.0% of their software · price −$831K$3.0MFlat
- MorningstarMORN13,483 shares · 0.0% of their software$2.9MFlat
- ACI WorldwideACIW61,181 shares · 0.0% of their software$2.9MFlat
- Shift4 Payments, Inc.FOUR44,805 shares · 0.0% of their software · price −$647K$2.8MFlat
- PegasystemsPEGA44,134 shares · 0.0% of their software$2.6MFlat
- VeriSign, Inc.VRSN10,589 shares · 0.0% of their software$2.6MFlat
- ElasticESTC33,240 shares · 0.0% of their software$2.5MFlat
- monday.comMNDY15,294 shares · 0.0% of their software · price −$706K$2.3M−$1.5M
- CCC Intelligent Solutions Holdings Inc.CCC277,817 shares · 0.0% of their software$2.2MFlat
- DoximityDOCS49,509 shares · 0.0% of their software · price −$1.4M$2.2M−$3.6M
- PaylocityPCTY13,933 shares · 0.0% of their software$2.1M−$805K
- Manhattan AssociatesMANH11,662 shares · 0.0% of their software$2.0M−$1.2M
- SailPointSAIL99,863 shares · 0.0% of their software$2.0MFlat
- AppFolioAPPF8,414 shares · 0.0% of their software$2.0M−$601K
- AlkamiALKT81,627 shares · 0.0% of their software$1.9MFlat
- Euronet Worldwide, Inc.EEFT24,334 shares · 0.0% of their software$1.9MFlat
- ZoomZM21,011 shares · 0.0% of their software$1.8MFlat
- Dave Inc.DAVE8,036 shares · 0.0% of their software$1.8MFlat
- LiveRamp Holdings, Inc.RAMP59,513 shares · 0.0% of their software$1.7MFlat
- PTCPTC9,990 shares · 0.0% of their software$1.7MFlat
- TenableTENB73,135 shares · 0.0% of their software$1.7MFlat
- DigitalOceanDOCN35,134 shares · 0.0% of their software$1.7MFlat
- i3 Verticals, Inc.IIIV65,885 shares · 0.0% of their software$1.7MFlat
- ReposiTrak, Inc.TRAK129,275 shares · 0.0% of their software$1.6M+$1.1M
- CommvaultCVLT11,844 shares · 0.0% of their software · price −$751K$1.5MFlat
- Chime Financial, Inc.CHYM55,462 shares · 0.0% of their software$1.4MFlat
- DescartesDSGX15,891 shares · 0.0% of their software$1.4MFlat
- SoundHound AI, Inc.SOUN132,423 shares · 0.0% of their software · price −$809K$1.3MFlat
- Calix, Inc.CALX23,619 shares · 0.0% of their software$1.3MFlat
- BoxBOX38,958 shares · 0.0% of their software$1.2MFlat
- Lyft, Inc.LYFT59,235 shares · 0.0% of their software$1.1M+$889K
- nCinoNCNO43,498 shares · 0.0% of their software$1.1MFlat
- Core Scientific, Inc.CORZ71,276 shares · 0.0% of their software$1.0M+$757K
- Zeta GlobalZETA49,843 shares · 0.0% of their software$1.0MFlat
- MagniteMGNI58,782 shares · 0.0% of their software$954KFlat
- UnityU19,896 shares · 0.0% of their software$879KFlat
- DynatraceDT20,020 shares · 0.0% of their software$868KFlat
- PagSeguro Digital Ltd.PAGS89,023 shares · 0.0% of their software$858KFlat
- Agilysys, Inc.AGYS7,202 shares · 0.0% of their software$856KFlat
- KlaviyoKVYO26,051 shares · 0.0% of their software$846KFlat
- SamsaraIOT23,534 shares · 0.0% of their software$834KFlat
- Mitek Systems, Inc.MITK72,686 shares · 0.0% of their software$767KFlat
- SPS CommerceSPSC8,471 shares · 0.0% of their software$755K−$1.8M
- Alarm.com Holdings, Inc.ALRM14,176 shares · 0.0% of their software$723KFlat
- SchrödingerSDGR40,411 shares · 0.0% of their software$723KFlat
- Five9FIVN34,437 shares · 0.0% of their software$690K−$6.5M
- Daily Journal CorporationDJCO1,332 shares · 0.0% of their software$649KFlat
- Q2QTWO8,915 shares · 0.0% of their software$643KFlat
- Remitly Global, Inc.RELY42,791 shares · 0.0% of their software$591KFlat
- Figma, Inc.FIG14,793 shares · 0.0% of their software$553KFlat
- Global-EGLBE13,224 shares · 0.0% of their software$520K−$881K
- PAR Technology CorporationPAR13,663 shares · 0.0% of their software$496K−$3.0M
- ePlus inc.PLUS5,123 shares · 0.0% of their software$449KFlat
- C3.aiAI32,625 shares · 0.0% of their software$440KFlat
- BrazeBRZE11,855 shares · 0.0% of their software$407KFlat
- DoubleVerifyDV33,683 shares · 0.0% of their software$385KFlat
- Gen DigitalGEN13,986 shares · 0.0% of their software$380KFlat
- Definitive HealthcareDH105,947 shares · 0.0% of their software$304KFlat
- F5, Inc.FFIV1,166 shares · 0.0% of their software$298KFlat
- DuolingoDUOL1,680 shares · 0.0% of their software$295K−$824K
- BlackLineBL4,821 shares · 0.0% of their software$267KFlat
- BullishBLSH6,950 shares · 0.0% of their software$263KNew · Flat
- CertaraCERT28,844 shares · 0.0% of their software$254KFlat
- AppianAPPN6,807 shares · 0.0% of their software$241KNew · Flat
- Telos CorporationTLS38,252 shares · 0.0% of their software$195KFlat
- PowerFleet, Inc.AIOT36,505 shares · 0.0% of their software$194KFlat
- PagerDutyPD12,728 shares · 0.0% of their software$167KFlat
- Rekor Systems, Inc.REKR119,041 shares · 0.0% of their software$164KFlat
- AvePointAVPT11,554 shares · 0.0% of their software$160KFlat
- AudioEye, Inc.AEYE15,700 shares · 0.0% of their software$157KFlat
- Payoneer Global Inc.PAYO23,266 shares · 0.0% of their software$131KFlat
- ZoomInfoZI12,707 shares · 0.0% of their software$129K—
- Full Truck Alliance Co. Ltd.YMM11,410 shares · 0.0% of their software$122KFlat
- BlackBerry LimitedBB31,587 shares · 0.0% of their software$120KFlat
- Bitdeer Technologies GroupBTDR10,000 shares · 0.0% of their software$112KFlat
- Grab Holdings LimitedGRAB11,628 shares · 0.0% of their software$58KNew · Flat
- Sabre CorporationSABR34,022 shares · 0.0% of their software$46KFlat