Position in AI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,672
-$103,166 QoQ
Shares Held
10,525
-55.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 316 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AI 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. AI ranks #55 (0.0% 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 AI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,672 | 10,525 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $198,838 | 23,615 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $439,784 | 32,625 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $618,638 | 35,677 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $773,192 | 31,469 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,062,224 | 50,462 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,303,449 | 37,858 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $768,986 | 31,737 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $950,322 | 32,815 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $850,890 | 31,433 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,538,511 | 53,588 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $808,728 | 31,690 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,215,486 | 33,365 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $749,416 | 22,324 | Shares | Defined | 2023-05-12 | |
| 2021-12-31 | $287,312 | 9,194 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,385,982 | 29,909 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,745,086 | 27,908 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $308,722 | 4,684 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||