Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,552,987
-$716,529 QoQ
Shares Held
171,230
-13.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 542 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Jun 30, 2025CallValue
$533,052
CallShares
13,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $23,508,580,718 across 83 Software - Infrastructure names. IOT ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,993,857 | $10,815,288,533 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,563,374 | $2,238,241,797 | |
| 3 | GDDY |
GoDaddy Inc.
|
12,057,420 | $1,023,433,807 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,203,544 | $992,758,137 | |
| 5 | SNPS |
Synopsys Inc
|
2,125,136 | $947,959,412 | |
| 6 | ORCL |
Oracle Corp
|
6,447,514 | $944,883,174 | |
| 7 | NTAP |
NetApp, Inc.
|
4,677,207 | $723,844,553 | |
| 8 | GEN |
Gen Digital Inc.
|
27,725,433 | $690,086,025 |
All Filings in IOT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,552,987 | 171,230 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,269,516 | 197,839 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,845,403 | 221,309 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,091,112 | 297,748 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,185,500 | 180,631 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $533,052 | 13,400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $20,169,666 | 526,211 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,946,761 | 364,998 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,803,505 | 453,107 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,581,935 | 610,740 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $890,483 | 23,564 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $388,476 | 11,638 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $2,148,809 | 108,966 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $12,173,332 | 979,351 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,662,196 | 1,960,414 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,377,557 | 2,988,143 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $47,972,883 | 2,994,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $84,949,291 | 3,022,031 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||