Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,545,164,473
+$26,450,618 QoQ
Shares Held
4,142,310
+1.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#148
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 13%
None 25%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$1,902,402
CallShares
5,100
PutValue
$3,170,670
PutShares
8,500
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 Jun 30, 2026Cerity Partners LLC holds $2,816,204,418 across 73 Software - Infrastructure names. MSFT ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,142,310 | $1,545,164,473 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,012,015 | $345,117,351 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,170,628 | $223,338,262 | |
| 4 | ORCL |
Oracle Corp
|
1,223,064 | $179,240,028 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
909,588 | $106,121,631 | |
| 6 | FTNT |
Fortinet, Inc.
|
382,110 | $58,699,737 | |
| 7 | SNPS |
Synopsys Inc
|
130,991 | $58,431,154 | |
| 8 | XYZ |
Block, Inc.
|
434,332 | $33,009,232 |
All Filings in MSFT
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,545,164,473 | 4,142,310 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,902,402 | 5,100 | Call | Other | 2026-08-14 | |
| 2026-06-30 | $3,170,670 | 8,500 | Put | Other | 2026-08-14 | |
| 2026-03-31 | $1,518,713,855 | 4,102,747 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $3,220,479 | 8,700 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $111,051 | 300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,839,621,804 | 3,803,858 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,897,314,557 | 3,663,123 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,836,066,652 | 3,691,254 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,357,822,793 | 3,617,099 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,316,185,173 | 3,122,622 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,372,913,028 | 3,190,595 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,220,481,448 | 2,730,689 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,233,072,260 | 2,930,862 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,633,912,389 | 7,004,341 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $585,457,650 | 1,854,181 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $776,106,324 | 2,279,046 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $625,458,777 | 2,169,472 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $454,627,733 | 1,895,704 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $204,701,865 | 878,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,166,360 | 872,820 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $174,352,079 | 565,509 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $186,005,811 | 553,062 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $126,363,310 | 448,224 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $122,340,065 | 451,606 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $105,913,070 | 449,222 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $64,217,769 | 288,723 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $57,939,394 | 275,469 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $32,481,824 | 159,608 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $21,567,157 | 136,752 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||