Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,001,958
+$564,332 QoQ
Shares Held
18,771
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#2,856
of 6,179 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, 2026NewSquare Capital LLC holds $18,454,861 across 6 Software - Infrastructure names. MSFT ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
63,668 | $9,997,786 | |
| 2 | MSFT |
Microsoft Corp
This page
|
18,771 | $7,001,958 | |
| 3 | ORCL |
Oracle Corp
|
4,518 | $662,112 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,033 | $352,273 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,180 | $225,126 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,848 | $215,606 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,001,958 | 18,771 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,437,626 | 17,391 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,025,190 | 16,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,061,501 | 23,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,438,148 | 20,985 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,066,716 | 18,825 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,867,921 | 16,294 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,327,561 | 14,705 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,175,508 | 13,817 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,572,436 | 13,245 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,229,964 | 13,908 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,552,799 | 14,419 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,622,149 | 13,573 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,725,700 | 12,923 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,053,388 | 12,732 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,803,417 | 12,037 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,263,025 | 12,705 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,867,748 | 12,545 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $469,166 | 1,395 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $386,230 | 1,370 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $430,731 | 1,590 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $245,672 | 1,042 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $242,882 | 1,092 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $179,201 | 852 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $173,390 | 852 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $290,028 | 1,839 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||