Position in PAGS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$948,022
-$20,260 QoQ
Shares Held
104,754
+8.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 248 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PAGS 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. PAGS ranks #37 (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 PAGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,022 | 104,754 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $968,282 | 96,635 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $858,181 | 89,023 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $903,070 | 90,307 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $890,947 | 92,422 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $759,390 | 99,527 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $487,566 | 77,886 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $740,313 | 85,983 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,038,737 | 88,857 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,352,643 | 94,723 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,149,408 | 92,174 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $777,964 | 90,356 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $678,820 | 71,909 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $602,179 | 70,266 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $883,910 | 101,134 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,386,265 | 104,782 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,086,565 | 106,110 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,686,539 | 133,992 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,121,774 | 80,922 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,657,793 | 70,723 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,585,981 | 64,127 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,840,366 | 61,347 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,052,350 | 53,663 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,723,007 | 45,691 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,321,574 | 37,396 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $551,697 | 28,541 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||