Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$31,078,362
-$17,693,264 QoQ
Shares Held
83,957
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.04%
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")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$9,672,400
PutShares
20,000
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 Mar 31, 2026Kovack Advisors, Inc. holds $62,799,929 across 15 Software - Infrastructure names. MSFT ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
83,957 | $31,078,362 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,906 | $12,273,769 | |
| 3 | ORCL |
Oracle Corp
|
37,938 | $5,581,059 | |
| 4 | PANW |
Palo Alto Networks Inc
|
15,615 | $2,503,396 | |
| 5 | OSPN |
OneSpan Inc.
|
214,450 | $2,258,158 | |
| 6 | FFIV |
F5, Inc.
|
7,132 | $2,063,501 | |
| 7 | CRWV |
CoreWeave, Inc.
|
26,417 | $2,046,524 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,322 | $1,202,658 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,078,362 | 83,957 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,672,400 | 20,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $48,771,626 | 100,847 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,717,932 | 51,584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,440,908 | 57,178 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $22,109,720 | 58,898 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $25,711,500 | 61,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,197,937 | 58,559 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $27,019,915 | 60,454 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $27,689,686 | 65,815 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $22,737,634 | 60,466 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $19,049,513 | 60,331 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $20,480,756 | 60,142 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $15,953,368 | 55,336 | Shares | Sole | 2023-04-21 | |
| 2023-03-31 | $28,830 | 100 | Put | Sole | 2023-04-21 | |
| 2022-12-31 | $12,871,619 | 53,672 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $13,505,638 | 57,989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,470,507 | 64,130 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,629,638 | 66,912 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,648,677 | 70,316 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $19,548,896 | 69,342 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $17,710,087 | 65,375 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $14,779,478 | 62,686 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $12,810,724 | 57,597 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,103 | 10 | Call | Sole | 2020-11-02 | |
| 2020-09-30 | $11,849,361 | 56,337 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $13,119,679 | 64,467 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $10,672,708 | 67,673 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||