Sequoia Financial Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1599900 Akron, OH

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$338,037,811

+$29,762,827 QoQ

Shares Held

906,219

+8.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#395

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)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$37,302

CallShares

100

PutValue

$2,611,140

PutShares

7,000

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, 2026

Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. MSFT ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	906,219	$338,037,811
2	PANW	Palo Alto Networks Inc	108,160	$36,884,723
3	PLTR	Palantir Technologies Inc.	243,293	$28,384,994
4	ORCL	Oracle Corp	109,489	$16,045,612
5	FFIV	F5, Inc.	22,144	$9,211,018
6	SNPS	Synopsys Inc	14,866	$6,631,276
7	FTNT	Fortinet, Inc.	34,304	$5,269,780
8	AKAM	Akamai Technologies Inc	30,710	$3,630,229

All Filings in MSFT

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,302	100	-66.7%	Call	Sole	2026-07-17
2026-06-30	$2,611,140	7,000	0.0%	Put	Sole	2026-07-17
2026-06-30	$338,037,811	906,219	+8.8%	Shares	Sole	2026-07-17
2026-03-31	$111,051	300	—	Call	Sole	2026-04-30
2026-03-31	$308,274,984	832,793	-2.3%	Shares	Sole	2026-04-30
2026-03-31	$2,591,190	7,000	-14.6%	Put	Sole	2026-04-30
2025-12-31	$241,810	500	—	Call	Sole	2026-02-03
2025-12-31	$3,965,684	8,200	+583.3%	Put	Sole	2026-02-03
2025-12-31	$412,232,368	852,389	+10.7%	Shares	Sole	2026-02-03
2025-09-30	$398,795,602	769,950	+5.6%	Shares	Sole	2025-10-29
2025-09-30	$4,247,190	8,200	—	Put	Sole	2025-10-29
2025-06-30	$596,892	1,200	0.0%	Put	Sole	2025-07-25
2025-06-30	$362,503,952	728,783	+6.7%	Shares	Sole	2025-07-25
2025-03-31	$450,468	1,200	+300.0%	Put	Sole	2025-04-23
2025-03-31	$256,381,609	682,974	+10.1%	Shares	Sole	2025-04-23
2024-12-31	$261,480,054	620,356	-0.7%	Shares	Sole	2025-08-08
2024-09-30	$129,090	300	—	Put	Sole	2024-10-21
2024-09-30	$268,883,712	624,875	+10.5%	Shares	Sole	2024-10-21
2024-06-30	$252,813,691	565,642	+8.3%	Shares	Sole	2024-07-15
2024-03-31	$219,801,798	522,442	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$194,790,600	518,005	+91.6%	Shares	Sole	2024-01-26
2023-09-30	$85,377,537	270,396	+6.3%	Shares	Sole	2023-11-08
2023-06-30	$86,604,430	254,315	+11.2%	Shares	Sole	2023-08-08
2023-03-31	$65,955,544	228,774	+2.3%	Shares	Sole	2023-04-25
2022-12-31	$53,654,209	223,727	+32.0%	Shares	Sole	2023-02-10
2022-09-30	$39,471,892	169,480	-7.2%	Shares	Sole	2022-10-26
2022-06-30	$46,899,212	182,608	-5.3%	Shares	Sole	2022-07-22
2022-03-31	$59,430,452	192,762	+9.7%	Shares	Sole	2022-05-13
2021-12-31	$59,094,787	175,710	+263.1%	Shares	Sole	2022-02-22
2021-09-30	$13,643,800	48,396	-72.9%	Shares	Sole	2021-10-26
2021-06-30	$48,302,011	178,302	+9.1%	Shares	Sole	2021-07-27
2021-03-31	$38,543,443	163,479	+7.9%	Shares	Sole	2021-05-14
2020-12-31	$33,707,306	151,548	+3.9%	Shares	Sole	2021-02-12
2020-09-30	$30,667,375	145,806	+1.4%	Shares	Sole	2020-10-23
2020-06-30	$29,271,250	143,832	+0.1%	Shares	Sole	2020-08-25
2020-03-31	$22,664,346	143,709	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.