Position in MSFT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$83,288
-$17,788 QoQ
Shares Held
225
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $306,651 across 8 Software - Infrastructure names. MSFT ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,918 | $220,282 | |
| 2 | MSFT |
Microsoft Corp
This page
|
225 | $83,288 | |
| 3 | QLYS |
Qualys, Inc.
|
9 | $790 | |
| 4 | TDC |
Teradata Corp /De/
|
21 | $538 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3 | $480 | |
| 6 | DBX |
Dropbox, Inc.
|
20 | $454 | |
| 7 | ORCL |
Oracle Corp
|
3 | $441 | |
| 8 | BOX |
Box Inc
|
16 | $378 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,288 | 225 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $101,076 | 209 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $187,497 | 362 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $240,746 | 484 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $166,956 | 388 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,296,601 | 2,901 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,213,777 | 2,885 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,163,624 | 8,413 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $442,050 | 1,400 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $4,767 | 14 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $4,036 | 14 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $11,877 | 51 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,584 | 49 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,490 | 47 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $3,106,924 | 9,238 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,008,086 | 10,670 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $13,815 | 51 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,951 | 21 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,898 | 49 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,288,208 | 20,388 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,675,786 | 37,717 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,291,998 | 39,896 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||