Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$152,595,548
-$87,395,073 QoQ
Shares Held
412,231
-16.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48.49744803896835.ToString("F0")%
Shared 0.ToString("F0")%
None 51.50255196103165.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$1,110
CallShares
3
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 Mar 31, 2026Orion Porfolio Solutions, LLC holds $233,500,550 across 29 Software - Infrastructure names. MSFT ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
412,231 | $152,595,548 | |
| 2 | ORCL |
Oracle Corp
|
171,122 | $25,173,756 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,007 | $14,043,903 | |
| 4 | SNPS |
Synopsys Inc
|
15,707 | $6,227,510 | |
| 5 | PANW |
Palo Alto Networks Inc
|
38,132 | $6,113,321 | |
| 6 | NET |
Cloudflare, Inc.
|
23,156 | $4,778,008 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,494 | $3,848,089 | |
| 8 | DOX |
Amdocs Ltd
|
42,151 | $2,750,774 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,595,548 | 412,231 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $1,110 | 3 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $239,990,621 | 496,238 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $248,584,405 | 479,939 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $236,165,791 | 474,791 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $163,623,491 | 435,876 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $28,082,437 | 66,625 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $175,287,438 | 407,361 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $184,466,544 | 412,723 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $170,884,683 | 406,172 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $151,850,216 | 403,814 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $125,797,326 | 398,408 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $138,552,785 | 406,862 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $111,893,842 | 388,116 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $73,809,401 | 307,770 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $73,401,695 | 315,164 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $83,033,395 | 323,301 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $102,146,494 | 331,311 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $117,808,523 | 350,287 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $88,629,163 | 314,377 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $85,262,794 | 314,739 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $66,058,509 | 280,182 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $43,365,893 | 194,973 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $50,594,460 | 240,548 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $2,996,074 | 14,722 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,384,259 | 15,118 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||