Position in IOT
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$41,149,791
-$1,619,355 QoQ
Shares Held
1,160,784
+1.1% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025JANUS HENDERSON GROUP PLC holds $17,326,509,279 across 72 Software - Infrastructure names. IOT ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,798,499 | $12,960,290,084 | |
| 2 | ORCL |
Oracle Corp
|
14,539,366 | $2,833,867,824 | |
| 3 | WEX |
WEX Inc.
|
3,872,042 | $576,856,815 | |
| 4 | PANW |
Palo Alto Networks Inc
|
738,433 | $136,019,357 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
1,746,447 | $109,973,767 | |
| 6 | EEFT |
Euronet Worldwide, Inc.
|
1,357,566 | $103,324,347 | |
| 7 | ZS |
Zscaler, Inc.
|
368,403 | $82,861,202 | |
| 8 | SNPS |
Synopsys Inc
|
166,445 | $78,182,543 |
All Filings in IOT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $41,149,791 | 1,160,784 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $42,769,146 | 1,148,165 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $34,857,741 | 876,263 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,309,409 | 555,946 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $494,570 | 11,320 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $406,517 | 8,448 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $284,697 | 8,448 | Shares | Defined | 2024-08-14 | |
| 2023-06-30 | $1,465,470 | 52,886 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,345,139 | 68,212 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,461,343 | 117,566 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $169,027 | 14,004 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $156,010 | 13,967 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||