Position in SOUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$866,986
-$453,271 QoQ
Shares Held
126,199
-4.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SOUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,834,319,079 across 70 Software - Application names. SOUN ranks #47 (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 SOUN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $866,986 | 126,199 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,320,257 | 132,423 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,922,299 | 119,546 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,205,536 | 112,352 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,040,260 | 128,111 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,354,293 | 118,664 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $694,199 | 148,970 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $264,570 | 66,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $149,193 | 25,330 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||