Position in FFIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$347,526,255
+$99,886,691 QoQ
Shares Held
835,480
-2.4% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 825 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. FFIV ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in FFIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,526,255 | 835,480 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $247,639,564 | 855,907 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $214,687,437 | 841,054 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $285,339,918 | 882,886 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $280,790,104 | 954,030 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $199,859,059 | 750,588 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $168,517,585 | 670,130 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $148,032,089 | 672,262 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $110,972,089 | 644,325 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $120,445,575 | 635,295 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $110,954,528 | 619,927 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $70,084,938 | 434,932 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $67,245,224 | 459,765 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $75,211,291 | 516,242 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $94,625,751 | 659,367 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,445,306 | 535,102 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $92,780,190 | 606,248 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $53,098,995 | 254,123 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $71,705,411 | 293,022 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $100,148,540 | 503,816 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $94,645,388 | 507,047 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $22,934,220 | 109,933 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $48,934,014 | 278,129 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $30,919,006 | 251,845 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,150,047 | 151,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,565,560 | 89,708 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||