Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$113,746,480
-$4,558,001 QoQ
Shares Held
304,934
-4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#690
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. MSFT ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
304,934 | $113,746,480 | |
| 2 | PANW |
Palo Alto Networks Inc
|
175,216 | $59,752,160 | |
| 3 | SNPS |
Synopsys Inc
|
42,230 | $18,837,536 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
175,456 | $8,368,593 | |
| 5 | OKTA |
Okta, Inc.
|
23,481 | $3,203,982 | |
| 6 | FTNT |
Fortinet, Inc.
|
19,628 | $3,015,253 | |
| 7 | MDB |
MongoDB, Inc.
|
6,769 | $2,273,707 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,717 | $2,197,115 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,746,480 | 304,934 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $118,304,481 | 319,595 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $144,679,275 | 299,159 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $147,700,175 | 285,163 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $135,988,412 | 273,393 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $103,361,008 | 275,343 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $100,973,697 | 239,558 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $84,005,317 | 195,225 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $86,984,515 | 194,618 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $75,326,970 | 179,043 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $61,176,819 | 162,687 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $46,949,499 | 148,692 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $49,917,034 | 146,582 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $45,632,700 | 158,282 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $37,797,550 | 157,608 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $34,967,373 | 150,139 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $36,895,940 | 143,659 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $47,894,416 | 155,345 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $51,452,587 | 152,987 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $39,454,140 | 139,948 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $36,520,029 | 134,810 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $31,139,558 | 132,076 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,268,911 | 86,633 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $18,351,923 | 87,253 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $16,115,956 | 79,190 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $12,268,576 | 77,792 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||