Position in FOUR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,026,731
+$103,530 QoQ
Shares Held
41,668
-5.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 356 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOUR 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. FOUR ranks #30 (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 FOUR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,731 | 41,668 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,923,201 | 43,979 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,821,370 | 44,805 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,545,771 | 45,811 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,715,554 | 47,579 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,872,400 | 47,392 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,657,878 | 54,518 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,040,808 | 56,894 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,651,142 | 49,777 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,506,466 | 53,072 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,708,971 | 49,892 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,844,633 | 51,375 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,623,201 | 53,353 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,064,092 | 53,616 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,916,637 | 52,148 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $199,629 | 4,475 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $205,600 | 6,219 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $417,036 | 6,734 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $478,617 | 8,262 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,198,459 | 15,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,738,880 | 18,554 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,016,461 | 24,588 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,055,675 | 14,001 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||