Barton Investment Management

Position in MSFT — Microsoft Corp

CIK 1387818 WEST CONSHOHOCKEN, PA

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,107,656

+$69,586 QoQ

Shares Held

24,416

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#2,525

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Barton Investment Management holds $54,130,731 across 5 Software - Infrastructure names. MSFT ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	214,259	$29,235,640
2	GTLB	Gitlab Inc.	480,456	$14,668,321
3	MSFT	Microsoft Corp This page	24,416	$9,107,656
4	ORCL	Oracle Corp	5,785	$847,791
5	TWLO	Twilio Inc	1,315	$271,323

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,107,656	24,416	0.0%	Shares	Sole	2026-07-20
2026-03-31	$9,038,070	24,416	-0.2%	Shares	Sole	2026-04-20
2025-12-31	$11,829,828	24,461	-5.1%	Shares	Sole	2026-01-21
2025-09-30	$13,350,161	25,775	0.0%	Shares	Sole	2025-10-21
2025-06-30	$12,820,742	25,775	0.0%	Shares	Sole	2025-07-21
2025-03-31	$9,675,677	25,775	-1.6%	Shares	Sole	2025-04-11
2024-12-31	$11,041,192	26,195	0.0%	Shares	Sole	2025-01-27
2024-09-30	$11,271,708	26,195	0.0%	Shares	Sole	2024-10-17
2024-06-30	$11,707,855	26,195	0.0%	Shares	Sole	2024-07-18
2024-03-31	$11,020,760	26,195	-1.7%	Shares	Sole	2024-04-26
2023-12-31	$10,015,825	26,635	0.0%	Shares	Sole	2024-01-24
2023-09-30	$8,410,001	26,635	0.0%	Shares	Sole	2023-10-16
2023-06-30	$9,070,282	26,635	0.0%	Shares	Sole	2023-07-24
2023-03-31	$7,678,870	26,635	0.0%	Shares	Sole	2023-04-18
2022-12-31	$6,387,605	26,635	0.0%	Shares	Sole	2023-01-26
2022-09-30	$6,203,291	26,635	0.0%	Shares	Sole	2022-10-20
2022-06-30	$6,840,667	26,635	0.0%	Shares	Sole	2022-07-15
2022-03-31	$8,211,836	26,635	-0.2%	Shares	Sole	2022-04-20
2021-12-31	$8,973,017	26,680	0.0%	Shares	Sole	2022-01-18
2021-09-30	$7,521,625	26,680	0.0%	Shares	Sole	2021-10-18
2021-06-30	$7,227,612	26,680	0.0%	Shares	Sole	2021-07-26
2021-03-31	$6,290,343	26,680	0.0%	Shares	Sole	2021-04-16
2020-12-31	$5,934,165	26,680	-1.1%	Shares	Sole	2021-01-13
2020-09-30	$5,674,703	26,980	-3.8%	Shares	Sole	2020-10-19
2020-06-30	$5,706,827	28,042	+0.2%	Shares	Sole	2020-08-17
2020-03-31	$4,413,672	27,986	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.