Position in IIIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$13,792,787
-$18,334 QoQ
Shares Held
616,851
+12.5% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.35642156695863.ToString("F0")%
Shared 4.994398971550666.ToString("F0")%
None 3.6491794614907.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $17,574,593,542 across 86 Software - Infrastructure names. IIIV ranks #55 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,323,744 | $10,854,770,313 | |
| 2 | ORCL |
Oracle Corp
|
8,586,492 | $1,263,158,835 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,925,035 | $574,154,118 | |
| 4 | AKAM |
Akamai Technologies Inc
|
3,464,793 | $397,931,473 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,381,971 | $358,094,668 | |
| 6 | CPAY |
Corpay, Inc.
|
782,500 | $227,699,673 | |
| 7 | DOX |
Amdocs Ltd
|
3,463,797 | $226,047,390 | |
| 8 | NTAP |
NetApp, Inc.
|
2,129,773 | $218,067,454 |
All Filings in IIIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,792,787 | 616,851 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,811,121 | 548,278 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,375,150 | 566,086 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,241,863 | 554,653 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,706,085 | 515,042 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,495,184 | 498,923 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,391,883 | 487,653 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,697,626 | 484,494 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,772,353 | 470,614 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,059,410 | 475,173 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,238,714 | 484,329 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,880,877 | 475,979 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,423,716 | 465,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,972,728 | 409,726 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,562,044 | 377,536 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,647,236 | 305,645 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,276,641 | 261,186 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,651,621 | 204,108 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,741,770 | 195,860 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,806,621 | 192,145 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,843,578 | 155,592 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,537,742 | 136,679 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $3,305,275 | 130,902 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,988,220 | 131,842 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,402,400 | 125,846 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||