Position in AIOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,439,398
-$6,317,095 QoQ
Shares Held
3,064,740
+3.5% QoQ
Ownership
2.28%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 193 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AIOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $101,313,148,501 across 146 Software - Infrastructure names. AIOT ranks #76 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
|
19,323,515 | $3,097,945,924 | |
| 5 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 7 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 | |
| 8 | XYZ |
Block, Inc.
|
14,714,249 | $885,503,504 |
All Filings in AIOT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,439,398 | 3,064,740 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,756,493 | 2,961,747 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $15,507,333 | 2,959,415 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,637,152 | 2,932,054 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,210,721 | 2,588,474 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,934,462 | 2,392,562 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $10,801,730 | 2,160,346 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,646,881 | 2,110,915 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $5,263,354 | 985,647 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,210,143 | 353,843 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $706,215 | 341,167 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,006,347 | 335,449 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,124,065 | 327,716 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $881,556 | 327,716 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $988,723 | 321,014 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $696,600 | 321,014 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $942,098 | 317,205 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,503,556 | 317,206 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,125,367 | 317,219 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,243,628 | 311,615 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,396,812 | 534,892 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,821,044 | 379,683 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,031,928 | 360,911 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,610,393 | 348,570 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $588,452 | 170,073 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||