Position in FFIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,744,119
+$826,075 QoQ
Shares Held
4,193
+32.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 825 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FFIV 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. FFIV ranks #31 (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 FFIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,119 | 4,193 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $918,044 | 3,173 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $297,633 | 1,166 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $548,452 | 1,697 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $538,605 | 1,830 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $403,398 | 1,515 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $493,132 | 1,961 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $551,160 | 2,503 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $473,115 | 2,747 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $427,524 | 2,255 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $295,495 | 1,651 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $245,415 | 1,523 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $226,848 | 1,551 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $218,971 | 1,503 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $218,708 | 1,524 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $208,555 | 1,441 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $230,783 | 1,508 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $343,722 | 1,645 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $428,241 | 1,750 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $362,773 | 1,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $374,439 | 2,006 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $405,974 | 1,946 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,456,782 | 8,280 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $305,573 | 2,489 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $418,717 | 3,002 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $220,723 | 2,070 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||