Position in DOCN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,989,312
+$2,256,877 QoQ
Shares Held
31,773
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#173
of 564 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DOCN 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. DOCN ranks #21 (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 DOCN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,989,312 | 31,773 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,732,435 | 31,854 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,690,646 | 35,134 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $848,465 | 24,838 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $713,199 | 24,972 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $879,224 | 26,332 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $854,201 | 25,072 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $897,383 | 22,218 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $745,074 | 21,441 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $692,736 | 18,144 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $652,347 | 17,780 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $444,073 | 18,480 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $740,944 | 18,459 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $685,592 | 17,503 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $465,668 | 18,283 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $759,931 | 21,010 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,030,939 | 24,926 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,468,112 | 42,664 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,141,276 | 26,656 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,728,848 | 35,152 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,155,215 | 20,781 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||