Wealthspire Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1646247 NEW YORK, NY

Position in MSFT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$87,976,082

-$49,024,275 QoQ

Shares Held

237,664

-16.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Wealthspire Advisors, LLC holds $104,063,561 across 13 Software - Infrastructure names. MSFT ranks #1 (84.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	237,664	$87,976,082
2	PLTR	Palantir Technologies Inc.	46,866	$6,855,558
3	ORCL	Oracle Corp	23,600	$3,471,796
4	PANW	Palo Alto Networks Inc	17,082	$2,738,586
5	AUID	authID Inc.	553,604	$719,685
6	XYZ	Block, Inc.	6,780	$408,020
7	NET	Cloudflare, Inc.	1,882	$388,331
8	APPN	Appian Corp	13,500	$325,485

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$87,976,082	237,664	-16.1%	Shares	Sole	2026-05-01
2025-12-31	$137,000,357	283,281	+31.5%	Shares	Sole	2026-02-13
2025-09-30	$111,614,081	215,492	-51.5%	Shares	Sole	2025-11-14
2025-06-30	$221,036,070	444,374	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$168,132,676	447,888	+93.2%	Shares	Sole	2025-05-09
2024-12-31	$97,727,304	231,856	+4.2%	Shares	Sole	2025-02-04
2024-09-30	$95,735,295	222,485	+38.3%	Shares	Sole	2024-11-13
2024-06-30	$71,896,823	160,861	+10.5%	Shares	Sole	2024-08-08
2024-03-31	$61,244,631	145,571	-4.0%	Shares	Sole	2024-05-06
2023-12-31	$57,011,048	151,609	+7.6%	Shares	Sole	2024-02-07
2023-09-30	$44,509,067	140,963	+25.0%	Shares	Sole	2023-11-06
2023-06-30	$38,416,317	112,810	+5.0%	Shares	Sole	2023-08-01
2023-03-31	$30,965,726	107,408	-10.4%	Shares	Sole	2023-05-09
2022-12-31	$28,741,467	119,846	+32.7%	Shares	Sole	2023-02-14
2022-09-30	$21,029,705	90,295	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$22,087,636	86,001	+45.1%	Shares	Sole	2022-08-09
2022-03-31	$18,271,067	59,262	-34.7%	Shares	Sole	2022-05-09
2021-12-31	$30,500,860	90,690	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$27,005,962	95,793	+53.5%	Shares	Sole	2021-11-15
2021-06-30	$16,907,681	62,413	-64.1%	Shares	Sole	2021-08-13
2021-03-31	$41,040,012	174,068	+15.6%	Shares	Sole	2021-05-17
2020-12-31	$33,496,674	150,601	+93.9%	Shares	Sole	2021-02-16
2020-09-30	$16,336,751	77,672	+10.0%	Shares	Sole	2020-11-16
2020-06-30	$14,368,620	70,604	-62.6%	Shares	Sole	2020-08-14
2020-03-31	$29,794,573	188,920	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.