Position in ACIW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,691,787
+$705,973 QoQ
Shares Held
73,410
+0.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ACIW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. ACIW ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in ACIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,691,787 | 73,410 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,985,814 | 72,807 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,925,062 | 61,181 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,185,670 | 60,369 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,056,537 | 44,795 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,212,460 | 58,718 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,060,248 | 58,953 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,832,347 | 35,999 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,455,920 | 36,775 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,038,641 | 31,275 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,053,863 | 34,440 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $768,302 | 34,056 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $782,682 | 33,780 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,043,289 | 38,669 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $876,645 | 38,115 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $856,732 | 40,992 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $868,454 | 33,544 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,067,573 | 33,902 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,290,076 | 37,178 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,153,081 | 37,523 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,356,166 | 36,515 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,365,576 | 35,889 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,442,854 | 37,545 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,456,119 | 55,726 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,183,970 | 43,867 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,061,778 | 43,966 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||