Position in BB
as of Jun 30, 2026
ยท filed Aug 12, 2026
Position Value
$127,613
+$7,900 QoQ
Shares Held
10,088
-68.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 283 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology ยท as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. BB ranks #53 (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 BB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,613 | 10,088 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $119,713 | 31,587 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $155,915 | 31,950 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $174,277 | 38,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,260,645 | 334,389 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,237,824 | 327,467 | Shares | Defined | 2025-02-13 | |
| 2023-12-31 | $860,987 | 243,217 | Shares | Defined | 2024-02-12 | |
| 2023-06-30 | $1,094,480 | 197,917 | Shares | Defined | 2023-08-14 | |
| 2021-09-30 | $121,770 | 12,515 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $144,183 | 11,799 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $152,666 | 18,110 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $348,830 | 52,614 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $46,882 | 10,214 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||