Atria Investments, Inc

Position in MSFT — Microsoft Corp

CIK 1535865 Charlotte, NC

Position in MSFT

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$140,278,882

-$57,230,075 QoQ

Shares Held

378,958

-7.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Atria Investments, Inc holds $214,587,449 across 31 Software - Infrastructure names. MSFT ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	378,958	$140,278,882
2	ORCL	Oracle Corp	200,998	$29,568,815
3	PLTR	Palantir Technologies Inc.	71,190	$10,413,673
4	SNPS	Synopsys Inc	13,995	$5,548,737
5	PANW	Palo Alto Networks Inc	34,421	$5,518,374
6	NET	Cloudflare, Inc.	12,714	$2,623,406
7	CHKP	Check Point Software Technologies Ltd	15,296	$2,185,033
8	XYZ	Block, Inc.	32,036	$1,927,926

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$140,278,882	378,958	-7.2%	Shares	Sole	2026-05-05
2025-12-31	$197,508,957	408,397	-4.3%	Shares	Sole	2026-02-05
2025-09-30	$221,005,639	426,693	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$211,274,400	424,749	+1.4%	Shares	Sole	2025-08-04
2025-03-31	$157,176,919	418,703	-3.1%	Shares	Sole	2025-05-06
2024-12-31	$182,187,052	432,235	-1.4%	Shares	Sole	2025-02-06
2024-09-30	$188,667,186	438,455	-1.7%	Shares	Sole	2024-11-01
2024-06-30	$199,430,877	446,204	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$186,688,609	443,736	+1.2%	Shares	Sole	2024-05-21
2023-12-31	$164,940,545	438,625	+6.0%	Shares	Sole	2024-02-14
2023-09-30	$130,616,618	413,671	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$139,770,897	410,439	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$117,561,532	407,775	+2.0%	Shares	Sole	2023-05-10
2022-12-31	$95,921,285	399,972	+4.5%	Shares	Sole	2023-01-31
2022-09-30	$89,181,602	382,918	-0.3%	Shares	Sole	2022-11-01
2022-06-30	$98,604,228	383,928	+2.3%	Shares	Sole	2022-08-11
2022-03-31	$115,748,514	375,429	+3.9%	Shares	Sole	2022-05-02
2021-12-31	$121,533,267	361,362	-0.9%	Shares	Sole	2022-02-04
2021-09-30	$102,796,207	364,629	+5.4%	Shares	Sole	2021-11-16
2021-06-30	$93,716,771	345,946	+5.2%	Shares	Sole	2021-08-10
2021-03-31	$77,556,305	328,949	+11.5%	Shares	Sole	2021-05-11
2020-12-31	$65,601,444	294,944	+3.2%	Shares	Sole	2021-02-12
2020-09-30	$60,091,701	285,702	+7.2%	Shares	Sole	2020-11-05
2020-06-30	$54,256,783	266,605	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.