Position in IOT
as of Jun 30, 2026
· filed Sep 23, 2026
Position Value
$26,120,094
-$2,011,847 QoQ
Shares Held
805,430
-9.3% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,210,507 across 70 Software - Infrastructure names. IOT ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in IOT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,120,094 | 805,430 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $28,131,941 | 887,723 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,700,018 | 753,174 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,980,886 | 509,554 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,871,002 | 72,172 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,559,822 | 92,873 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,121,105 | 48,549 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,612,501 | 33,510 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $941,173 | 27,928 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $892,070 | 23,606 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $311,735 | 9,339 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $281,267 | 11,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $228,274 | 8,238 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||