Position in AIOT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,432,443
+$750,664 QoQ
Shares Held
465,079
+262.9% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 193 holders
Holding Since
Mar 2020
9 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, 2026ExodusPoint Capital Management, LP holds $271,102,487 across 44 Software - Infrastructure names. AIOT ranks #32 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WIX |
Wix.com Ltd.
|
377,831 | $34,031,238 | |
| 2 | MSFT |
Microsoft Corp
|
73,181 | $27,089,410 | |
| 3 | ORCL |
Oracle Corp
|
155,934 | $22,939,450 | |
| 4 | TWLO |
Twilio Inc
|
176,258 | $22,176,781 | |
| 5 | MDB |
MongoDB, Inc.
|
81,912 | $20,049,600 | |
| 6 | AKAM |
Akamai Technologies Inc
|
147,519 | $16,942,557 | |
| 7 | DOX |
Amdocs Ltd
|
184,777 | $12,058,547 | |
| 8 | VRSN |
Verisign Inc/Ca
|
41,117 | $10,211,818 |
All Filings in AIOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,432,443 | 465,079 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $681,779 | 128,154 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $252,975 | 58,695 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $85,670 | 17,134 | Shares | Sole | 2024-11-12 | |
| 2022-06-30 | $50,107 | 23,091 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $97,561 | 32,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $156,481 | 33,013 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $285,292 | 39,624 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $41,174 | 11,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||