Position in FOUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,906,731
-$41,465,487 QoQ
Shares Held
638,160
-42.1% QoQ
Ownership
0.804%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 91.96706155196189.ToString("F0")%
Shared 0.ToString("F0")%
None 8.03293844803811.ToString("F0")%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,714 across 149 Software - Infrastructure names. FOUR ranks #55 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in FOUR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,906,731 | 638,160 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,372,218 | 1,101,671 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $178,057,843 | 2,300,489 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $210,331,334 | 2,122,201 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $192,385,044 | 2,354,486 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $232,824,401 | 2,243,442 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $158,677,191 | 1,790,939 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $144,297,194 | 1,967,242 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $111,752,311 | 1,691,423 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $101,628,276 | 1,367,074 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $85,725,433 | 1,548,229 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $66,642,318 | 981,333 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $68,809,492 | 907,777 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,375,825 | 310,671 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,169,628 | 384,883 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,058,763 | 334,506 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $25,597,522 | 413,330 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $32,719,323 | 564,808 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,076,589 | 129,987 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,763,818 | 136,191 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,817,736 | 83,133 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,087,494 | 80,736 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,378,767 | 69,867 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $771,947 | 21,745 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||