Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$220,888,253
+$12,399,491 QoQ
Shares Held
6,811,232
+3.5% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 542 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. IOT ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in IOT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,888,253 | 6,811,232 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $208,488,762 | 6,579,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $219,673,120 | 6,196,703 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $195,966,587 | 5,260,848 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $194,017,164 | 4,877,254 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $112,896,568 | 2,945,384 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $103,592,091 | 2,371,071 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $109,683,909 | 2,279,383 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $70,180,788 | 2,082,516 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $70,368,229 | 1,862,086 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $55,844,806 | 1,673,002 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $37,546,059 | 1,489,332 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,711,710 | 1,180,502 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,431,576 | 1,036,084 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,920,463 | 878,557 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,277,400 | 685,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,749,103 | 604,217 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,304,205 | 331,099 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||