Summit Global Investments

Position in MSFT — Microsoft Corp

CIK 1697953 BOUNTIFUL, UT

Position in MSFT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$17,271,572

-$1,712,966 QoQ

Shares Held

46,302

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,831

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Summit Global Investments holds $29,965,566 across 10 Software - Infrastructure names. MSFT ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	46,302	$17,271,572
2	PLTR	Palantir Technologies Inc.	38,665	$4,511,045
3	FTNT	Fortinet, Inc.	13,542	$2,080,322
4	VRSN	Verisign Inc/Ca	5,860	$1,474,141
5	GDDY	GoDaddy Inc.	10,492	$890,560
6	ORCL	Oracle Corp	5,496	$805,438
7	ATEN	A10 Networks, Inc.	21,417	$800,139
8	CRWD	CrowdStrike Holdings, Inc.	4,160	$793,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,271,572	46,302	-9.7%	Shares	Sole	2026-08-03
2026-03-31	$18,984,538	51,286	+15.4%	Shares	Sole	2026-05-07
2025-12-31	$21,501,261	44,459	-6.9%	Shares	Sole	2026-02-18
2025-09-30	$24,727,450	47,741	-1.8%	Shares	Sole	2025-11-03
2025-06-30	$24,186,561	48,625	+147.5%	Shares	Sole	2025-08-12
2025-03-31	$7,374,161	19,644	-42.3%	Shares	Sole	2025-04-07
2024-12-31	$14,354,182	34,055	-24.0%	Shares	Sole	2025-02-11
2024-09-30	$19,271,846	44,787	-16.4%	Shares	Sole	2024-10-31
2024-06-30	$23,955,179	53,597	+6.9%	Shares	Sole	2024-07-22
2024-03-31	$21,086,907	50,121	-54.8%	Shares	Sole	2024-04-29
2023-12-31	$41,714,117	110,930	-7.0%	Shares	Sole	2024-02-06
2023-09-30	$37,662,975	119,281	+5.9%	Shares	Sole	2023-10-16
2023-06-30	$38,365,576	112,661	+20.9%	Shares	Sole	2023-07-19
2023-03-31	$26,862,929	93,177	+5.0%	Shares	Sole	2023-05-04
2022-12-31	$21,273,472	88,706	-4.0%	Shares	Sole	2023-01-31
2022-09-30	$21,511,808	92,365	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$23,985,353	93,390	+7.2%	Shares	Sole	2022-08-23
2022-03-31	$26,858,733	87,116	-32.8%	Shares	Sole	2022-04-29
2021-12-31	$43,576,309	129,568	-1.8%	Shares	Sole	2022-02-14
2021-09-30	$37,193,705	131,930	-1.4%	Shares	Sole	2021-11-08
2021-06-30	$36,233,687	133,753	-1.2%	Shares	Sole	2022-01-28
2021-03-31	$31,929,152	135,425	-4.6%	Shares	Sole	2022-01-27
2020-12-31	$31,563,622	141,910	+2.2%	Shares	Sole	2021-02-11
2020-09-30	$29,201,165	138,835	+4.8%	Shares	Sole	2020-11-16
2020-06-30	$26,959,376	132,472	+71.3%	Shares	Sole	2020-08-11
2020-03-31	$12,194,768	77,324	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.