Generalist · ST. Louis, MO
Stifel Financial
Q1 2026 · compared with Q4 2025
Filed as Stifel Financial Corp
- Software
- $5.9B
- Weight of 13F
- 5.4%
- Names
- 146
- Net bought
- −$99.5M
3,583 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
- MicrosoftMSFT6,663,492 shares · 42.1% of their software · price −$756M$2.5B−$171M
- Automatic Data Processing, Inc.ADP1,832,880 shares · 6.4% of their software · price −$99.1M$372M+$10.3M
- Palo Alto NetworksPANW2,166,129 shares · 5.9% of their software · price −$51.7M$347MFlat
- BroadridgeBR1,427,892 shares · 4.0% of their software · price −$86.7M$232M−$4.1M
- AdobeADBE894,420 shares · 3.7% of their software · price −$95.6M$217M+$56.8M
- ServiceNowNOW1,899,225 shares · 3.4% of their software · price −$92.4M$199MFlat
- SalesforceCRM1,019,541 shares · 3.2% of their software · price −$79.8M$190M−$23.4M
- Uber Technologies, Inc.UBER2,583,133 shares · 3.2% of their software · price −$25.3M$186M−$13.0M
- Paychex, Inc.PAYX1,845,758 shares · 2.9% of their software · price −$37.0M$170M+$98.6M
- OracleORCL1,130,075 shares · 2.8% of their software · price −$54.0M$166M+$8.8M
- PalantirPLTR1,095,926 shares · 2.7% of their software · price −$34.5M$160M+$46.2M
- IntuitINTU330,494 shares · 2.4% of their software · price −$76.0M$143M−$42.3M
- CrowdStrikeCRWD358,894 shares · 2.4% of their software · price −$28.1M$140M−$6.7M
- Amdocs LimitedDOX1,286,680 shares · 1.4% of their software · price −$19.6M$84.0M+$18.7M
- FortinetFTNT713,447 shares · 1.0% of their software · price +$1.6M$58.3M−$8.0M
- ShopifySHOP399,060 shares · 0.8% of their software · price −$16.9M$47.3M−$1.3M
- SynopsysSNPS86,408 shares · 0.6% of their software · price −$6.3M$34.3M+$5.6M
- AppLovinAPP85,567 shares · 0.6% of their software · price −$23.6M$34.1M−$11.6M
- SnowflakeSNOW206,555 shares · 0.5% of their software · price −$14.2M$31.2M+$1.7M
- SAPSAP156,796 shares · 0.5% of their software · price −$11.2M$26.8M+$502K
- VeriskVRSK133,316 shares · 0.4% of their software · price −$4.5M$25.3M+$4.4M
- CloudflareNET119,448 shares · 0.4% of their software · price +$1.1M$24.6M+$717K
- MongoDBMDB98,562 shares · 0.4% of their software · price −$17.2M$24.1M+$736K
- DatadogDDOG204,004 shares · 0.4% of their software · price −$3.7M$24.1M+$6.7M
- ZscalerZS165,636 shares · 0.4% of their software · price −$14.0M$23.2M+$3.1M
- Strategy IncMSTR173,806 shares · 0.4% of their software · price −$4.7M$21.7M−$3.1M
- AutodeskADSK88,355 shares · 0.4% of their software · price −$5.0M$21.2M−$2.0M
- Fiserv, Inc.FISV306,806 shares · 0.3% of their software · price −$3.5M$17.1M+$4.9M
- HubSpotHUBS70,023 shares · 0.3% of their software · price −$11.0M$17.1M−$3.9M
- NetApp, Inc.NTAP165,977 shares · 0.3% of their software · price −$780K$17.0M−$1.3M
- CadenceCDNS58,543 shares · 0.3% of their software · price −$2.0M$16.3M−$4.9M
- TrimbleTRMB245,282 shares · 0.3% of their software · price −$3.2M$16.0M−$582K
- VeevaVEEV89,875 shares · 0.3% of their software · price −$4.3M$15.8M−$3.0M
- ServiceTitanTTAN219,662 shares · 0.2% of their software · price −$9.5M$13.9M+$7.8M
- ProcorePCOR240,508 shares · 0.2% of their software · price −$3.8M$13.7M+$754K
- Tyler TechnologiesTYL39,236 shares · 0.2% of their software · price −$4.4M$13.4M+$3.6M
- MorningstarMORN63,101 shares · 0.2% of their software · price −$3.0M$10.7M+$10.8M
- Rubrik, Inc.RBRK207,432 shares · 0.2% of their software · price −$5.7M$10.2M+$4.6M
- Bentley SystemsBSY282,397 shares · 0.2% of their software · price −$860K$9.9M−$2.7M
- CoStarCSGP245,213 shares · 0.2% of their software · price −$6.6M$9.9MFlat
- FactSetFDS45,208 shares · 0.2% of their software · price −$3.3M$9.8MFlat
- Roper Technologies, Inc.ROP26,929 shares · 0.2% of their software · price −$2.5M$9.5M−$5.9M
- Fair IsaacFICO7,297 shares · 0.1% of their software · price −$4.5M$7.8M−$1.1M
- WorkdayWDAY57,440 shares · 0.1% of their software · price −$4.9M$7.5M−$42.2M
- SS&CSSNC108,100 shares · 0.1% of their software · price −$2.1M$7.3M−$3.5M
- GuidewireGWRE46,294 shares · 0.1% of their software · price −$2.4M$6.9M+$2.1M
- UiPathPATH590,555 shares · 0.1% of their software · price −$3.1M$6.6MFlat
- ToastTOST243,994 shares · 0.1% of their software · price −$2.2M$6.5M−$664K
- CoreWeave, Inc.CRWV81,147 shares · 0.1% of their software$6.3M−$3.9M
- Block, Inc.XYZ103,202 shares · 0.1% of their software · price −$507K$6.2M−$1.5M
- InterDigital, Inc.IDCC17,016 shares · 0.1% of their software$5.1MFlat
- JFrogFROG106,858 shares · 0.1% of their software · price −$1.7M$5.0M+$1.2M
- NIQ Global Intelligence plcNIQ439,085 shares · 0.1% of their software · price −$2.2M$5.0M+$516K
- WixWIX53,923 shares · 0.1% of their software · price −$745K$4.9M+$2.0M
- DocuSignDOCU91,324 shares · 0.1% of their software · price −$1.9M$4.3M+$1.0M
- The Trade DeskTTD189,182 shares · 0.1% of their software · price −$2.9M$4.3M−$3.8M
- OktaOKTA52,672 shares · 0.1% of their software$4.1M−$852K
- SentinelOneS311,633 shares · 0.1% of their software · price −$661K$4.0MFlat
- TwilioTWLO29,157 shares · 0.1% of their software$3.7M−$893K
- Clear Secure, Inc.YOU75,402 shares · 0.1% of their software · price +$1.0M$3.7MFlat
- AkamaiAKAM30,980 shares · 0.1% of their software · price +$855K$3.6M−$2.9M
- PegasystemsPEGA83,438 shares · 0.1% of their software · price −$1.4M$3.6M+$2.3M
- NICENICE30,414 shares · 0.1% of their software$3.4MFlat
- GoDaddyGDDY38,818 shares · 0.1% of their software · price −$1.6M$3.2M+$920K
- ACI WorldwideACIW72,807 shares · 0.1% of their software$3.0M+$556K
- EVERTEC, Inc.EVTC104,996 shares · 0.1% of their software$3.0MFlat
- VeriSign, Inc.VRSN11,018 shares · 0.0% of their software$2.7MFlat
- DigitalOceanDOCN31,854 shares · 0.0% of their software · price +$1.2M$2.7MFlat
- OpenTextOTEX108,736 shares · 0.0% of their software · price −$1.1M$2.4MFlat
- DescartesDSGX32,509 shares · 0.0% of their software · price −$523K$2.3M+$1.5M
- AppFolioAPPF14,037 shares · 0.0% of their software · price −$1.1M$2.2M+$1.3M
- AtlassianTEAM31,780 shares · 0.0% of their software · price −$3.0M$2.2M−$732K
- Kingsoft Cloud Holdings LimitedKC156,497 shares · 0.0% of their software$2.1MNew · +$1.6M
- CCC Intelligent Solutions Holdings Inc.CCC333,572 shares · 0.0% of their software · price −$650K$2.0MFlat
- TenableTENB116,484 shares · 0.0% of their software · price −$770K$2.0M+$1.0M
- ZoomZM24,152 shares · 0.0% of their software$1.9MFlat
- Shift4 Payments, Inc.FOUR43,979 shares · 0.0% of their software · price −$846K$1.9MFlat
- PTCPTC13,213 shares · 0.0% of their software$1.9M+$561K
- Intapp, Inc.INTA71,111 shares · 0.0% of their software · price −$1.4M$1.8MFlat
- Check PointCHKP12,311 shares · 0.0% of their software · price −$526K$1.8M−$1.1M
- Manhattan AssociatesMANH13,196 shares · 0.0% of their software · price −$530K$1.8MFlat
- PaylocityPCTY15,679 shares · 0.0% of their software · price −$697K$1.7MFlat
- SailPointSAIL102,223 shares · 0.0% of their software · price −$715K$1.4MFlat
- Dave Inc.DAVE7,672 shares · 0.0% of their software$1.3MFlat
- Euronet Worldwide, Inc.EEFT19,766 shares · 0.0% of their software$1.3MFlat
- Calix, Inc.CALX26,394 shares · 0.0% of their software$1.3MFlat
- Corpay, Inc.CPAY4,307 shares · 0.0% of their software$1.3M−$6.1M
- Zeta GlobalZETA76,845 shares · 0.0% of their software$1.2M+$549K
- PayPay CorporationPAYP56,721 shares · 0.0% of their software$1.2MNew · +$1.2M
- ReposiTrak, Inc.TRAK156,275 shares · 0.0% of their software · price −$745K$1.2MFlat
- GitLabGTLB54,590 shares · 0.0% of their software · price −$867K$1.2M−$1.8M
- QualysQLYS13,072 shares · 0.0% of their software · price −$589K$1.1M−$2.6M
- DoximityDOCS47,670 shares · 0.0% of their software · price −$1.0M$1.1MFlat
- CommvaultCVLT14,220 shares · 0.0% of their software · price −$675K$1.1MFlat
- Core Scientific, Inc.CORZ73,931 shares · 0.0% of their software$1.1MFlat
- PaycomPAYC8,844 shares · 0.0% of their software$1.1M−$3.4M
- SchrödingerSDGR88,179 shares · 0.0% of their software · price −$575K$1.0M+$854K
- Chime Financial, Inc.CHYM52,900 shares · 0.0% of their software$991KFlat
- PagSeguro Digital Ltd.PAGS96,635 shares · 0.0% of their software$968KFlat
- F5, Inc.FFIV3,173 shares · 0.0% of their software$918K+$512K
- PhreesiaPHR106,362 shares · 0.0% of their software · price −$908K$891KNew · +$1.8M
- SoundHound AI, Inc.SOUN126,199 shares · 0.0% of their software$867KFlat
- nCinoNCNO51,743 shares · 0.0% of their software · price −$552K$775KFlat
- SamsaraIOT23,148 shares · 0.0% of their software$734KFlat
- GigaCloud Technology Inc.GCT15,937 shares · 0.0% of their software$723KNew · +$626K
- Remitly Global, Inc.RELY41,017 shares · 0.0% of their software$643KFlat
- DynatraceDT16,682 shares · 0.0% of their software$617KFlat
- Alarm.com Holdings, Inc.ALRM14,109 shares · 0.0% of their software$609KFlat
- MagniteMGNI46,601 shares · 0.0% of their software$554KFlat
- NutanixNTNX14,497 shares · 0.0% of their software$551KNew · +$749K
- Agilysys, Inc.AGYS7,106 shares · 0.0% of their software$506KFlat
- Mitek Systems, Inc.MITK36,457 shares · 0.0% of their software$492KFlat
- KlaviyoKVYO24,886 shares · 0.0% of their software$484KFlat
- BullishBLSH12,379 shares · 0.0% of their software$442KFlat
- WorkivaWK6,756 shares · 0.0% of their software$403K−$2.9M
- BrazeBRZE16,940 shares · 0.0% of their software$400KFlat
- Q2QTWO8,366 shares · 0.0% of their software$396KFlat
- Five9FIVN26,083 shares · 0.0% of their software$396KFlat
- ePlus inc.PLUS5,207 shares · 0.0% of their software$392KFlat
- SPS CommerceSPSC6,965 shares · 0.0% of their software$388KFlat
- Global-EGLBE12,090 shares · 0.0% of their software$373KFlat
- UnityU16,132 shares · 0.0% of their software$354KFlat
- ElasticESTC6,336 shares · 0.0% of their software$317K−$2.0M
- Figma, Inc.FIG14,832 shares · 0.0% of their software$314KFlat
- Telos CorporationTLS67,986 shares · 0.0% of their software$285KFlat
- PowerFleet, Inc.AIOT81,993 shares · 0.0% of their software$253KFlat
- DoubleVerifyDV25,223 shares · 0.0% of their software$240KFlat
- Gen DigitalGEN11,983 shares · 0.0% of their software$226KFlat
- AppianAPPN8,570 shares · 0.0% of their software$207KFlat
- Definitive HealthcareDH164,146 shares · 0.0% of their software$202KFlat
- C3.aiAI23,615 shares · 0.0% of their software$199KFlat
- Netskope, Inc.NTSK16,441 shares · 0.0% of their software$140KNew · Flat
- Grab Holdings LimitedGRAB34,246 shares · 0.0% of their software$125KFlat
- Payoneer Global Inc.PAYO24,907 shares · 0.0% of their software$120KFlat
- Viant Technology Inc.DSP10,298 shares · 0.0% of their software$115KNew · Flat
- Palladyne AI Corp.PDYN18,749 shares · 0.0% of their software$114KNew · Flat
- CertaraCERT17,980 shares · 0.0% of their software$102KFlat
- Rekor Systems, Inc.REKR119,041 shares · 0.0% of their software$98KFlat
- AudioEye, Inc.AEYE15,200 shares · 0.0% of their software$97KFlat
- ZoomInfoZI15,650 shares · 0.0% of their software$94K—
- Full Truck Alliance Co. Ltd.YMM11,016 shares · 0.0% of their software$91KFlat
- Sprout SocialSPT15,920 shares · 0.0% of their software$91KNew · Flat
- A2Z Cust2Mate Solutions Corp.AZ10,000 shares · 0.0% of their software$67KNew · Flat
- Sabre CorporationSABR34,859 shares · 0.0% of their software$51KFlat
- Research Solutions, Inc.RSSS11,000 shares · 0.0% of their software$25KNew · Flat
- Datavault AI Inc.DVLT24,000 shares · 0.0% of their software$15KNew · Flat