Position in U
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,010,174
+$1,656,238 QoQ
Shares Held
70,335
+336.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 558 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. U ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in U
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,174 | 70,335 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $353,936 | 16,132 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $878,805 | 19,896 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $819,498 | 20,467 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,216,284 | 91,582 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,133,194 | 108,892 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,803,126 | 80,246 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,643,545 | 205,285 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,778,432 | 232,376 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,754,195 | 215,513 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,938,540 | 169,688 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,737,947 | 246,510 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,287,369 | 236,927 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,246,344 | 254,203 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,681,368 | 233,696 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,360,645 | 231,031 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,430,999 | 256,138 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $23,510,884 | 236,981 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,299,647 | 162,946 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,788,755 | 180,505 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,747,857 | 116,069 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,281,826 | 152,346 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,213,815 | 20,941 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||