KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in MSFT — Microsoft Corp

CIK 1021223 LOS ANGELES, CA

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Position in MSFT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$39,163,985

-$20,785,065 QoQ

Shares Held

105,800

-14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85.14177693761815.ToString("F0")% Shared 14.466918714555765.ToString("F0")% None 0.391304347826087.ToString("F0")%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $365,463,176 across 30 Software - Infrastructure names. MSFT ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc.	536,384	$110,677,473
2	EVTC	EVERTEC, Inc.	3,060,745	$86,374,223
3	GCT	GigaCloud Technology Inc	1,264,924	$57,402,251
4	MSFT	Microsoft Corp This page	105,800	$39,163,985
5	ORCL	Oracle Corp	177,033	$26,043,324
6	TOST	Toast, Inc.	894,759	$23,720,060
7	KSPI	Joint Stock Co Kaspi.kz	157,317	$11,652,470
8	NTNX	Nutanix, Inc.	52,804	$2,007,080

All Filings in MSFT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,163,985	105,800	-14.6%	Shares	Defined	2026-05-14
2025-12-31	$59,949,050	123,959	-5.1%	Shares	Defined	2026-02-13
2025-09-30	$67,620,962	130,555	+17.7%	Shares	Defined	2025-11-13
2025-06-30	$55,188,136	110,951	-1.9%	Shares	Defined	2025-08-13
2025-03-31	$42,462,239	113,115	+4.4%	Shares	Defined	2025-05-14
2024-12-31	$45,675,847	108,365	+6.9%	Shares	Defined	2025-02-21
2024-09-30	$43,624,674	101,382	+3.5%	Shares	Defined	2024-11-13
2024-06-30	$43,789,032	97,973	+1.0%	Shares	Defined	2024-08-13
2024-03-31	$40,806,053	96,991	-1.4%	Shares	Defined	2024-05-14
2023-12-31	$36,972,252	98,320	+0.7%	Shares	Defined	2024-02-13
2023-09-30	$30,842,775	97,681	+3.9%	Shares	Defined	2023-11-13
2023-06-30	$32,023,359	94,037	-1.5%	Shares	Defined	2023-08-11
2023-03-31	$27,525,154	95,474	+9.5%	Shares	Defined	2023-05-16
2022-12-31	$20,905,828	87,173	+10.7%	Shares	Defined	2023-02-14
2022-09-30	$18,335,984	78,729	-1.7%	Shares	Sole	2022-11-16
2022-06-30	$20,576,705	80,118	+10.6%	Shares	Sole	2022-08-12
2022-03-31	$22,343,842	72,472	-27.0%	Shares	Sole	2022-05-16
2021-12-31	$33,398,593	99,306	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$28,201,867	100,035	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$26,541,969	97,977	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$22,827,015	96,819	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$21,449,739	96,438	+10.3%	Shares	Sole	2021-02-12
2020-09-30	$18,391,886	87,443	+7.4%	Shares	Sole	2020-11-16
2020-06-30	$16,572,633	81,434	+101.3%	Shares	Sole	2020-08-14
2020-03-31	$6,380,788	40,459	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.