Position in AIOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,475,833
+$3,036,435 QoQ
Shares Held
3,257,398
+6.3% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. AIOT ranks #78 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in AIOT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,475,833 | 3,257,398 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||