Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$113,118,688
-$3,924,623 QoQ
Shares Held
303,251
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#692
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $162,535,359 across 10 Software - Infrastructure names. MSFT ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
303,251 | $113,118,688 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
164,412 | $31,367,343 | |
| 3 | ORCL |
Oracle Corp
|
86,856 | $12,728,746 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,772 | $1,627,347 | |
| 5 | TWLO |
Twilio Inc
|
7,575 | $1,562,949 | |
| 6 | NTAP |
NetApp, Inc.
|
3,719 | $575,552 | |
| 7 | MDB |
MongoDB, Inc.
|
1,516 | $509,224 | |
| 8 | FFIV |
F5, Inc.
|
1,055 | $438,837 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,118,688 | 303,251 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $117,043,311 | 316,188 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $149,545,460 | 309,221 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $176,876,817 | 341,494 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $221,572,776 | 445,453 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $210,311,496 | 560,248 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $216,382,083 | 513,362 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $219,111,772 | 509,207 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $224,066,761 | 501,324 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $227,596,477 | 540,969 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $230,655,791 | 613,381 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $192,302,169 | 609,033 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $206,646,823 | 606,821 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $200,725,415 | 696,238 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $169,816,542 | 708,100 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $160,145,533 | 687,615 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $184,783,534 | 719,478 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $217,858,628 | 706,622 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $226,714,993 | 674,105 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $181,036,901 | 642,157 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $160,726,866 | 593,307 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $145,339,709 | 616,447 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $137,415,746 | 617,821 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $139,839,372 | 664,857 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $137,146,203 | 673,904 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $108,127,395 | 685,609 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||