Position in PTRN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$177,512
New position
Shares Held
14,281
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,834,340,439 across 71 Software - Application names. PTRN ranks #62 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,832,880 | $372,404,556 | |
| 2 | ADBE |
Adobe Inc.
|
894,420 | $217,415,609 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,899,225 | $198,563,970 | |
| 4 | CRM |
Salesforce, Inc.
|
1,019,541 | $190,317,715 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,583,133 | $185,804,754 | |
| 6 | PAYX |
Paychex Inc
|
1,845,758 | $170,031,224 | |
| 7 | INTU |
Intuit Inc.
|
330,494 | $142,898,992 | |
| 8 | SHOP |
Shopify Inc.
|
399,060 | $47,336,494 |
All Filings in PTRN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,512 | 14,281 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||