Position in BB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$140,086
+$111,166 QoQ
Shares Held
11,074
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. BB ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in BB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,086 | 11,074 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,920 | 8,926 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $50,922 | 13,436 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $77,767 | 15,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,216 | 19,043 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $135,572 | 35,961 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $136,813 | 36,194 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $118,151 | 45,096 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $120,649 | 48,649 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $165,337 | 59,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,256 | 70,129 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $454,934 | 96,589 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $580,705 | 105,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $478,845 | 105,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,603 | 106,320 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $570,415 | 121,365 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,002,081 | 185,915 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,750,188 | 368,658 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,585,425 | 383,468 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,750,486 | 385,456 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,541,184 | 371,619 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,781,840 | 329,993 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,584,795 | 239,034 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $971,950 | 211,754 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $888,141 | 181,624 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $707,444 | 171,294 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||