Gladstone Institutional Advisory LLC

Position in MSFT — Microsoft Corp

CIK 1766530 Bedminster, NJ

Position in MSFT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$37,328,683

-$11,098,605 QoQ

Shares Held

100,842

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.70%

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

Gladstone Institutional Advisory LLC holds $59,311,854 across 10 Software - Infrastructure names. MSFT ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	100,842	$37,328,683
2	PLTR	Palantir Technologies Inc.	61,070	$8,933,319
3	ORCL	Oracle Corp	37,610	$5,532,807
4	PANW	Palo Alto Networks Inc	15,022	$2,408,327
5	CRWD	CrowdStrike Holdings, Inc.	21,950	$2,142,374
6	INFQ	Infleqtion, Inc.	132,004	$1,294,959
7	BTQ	BTQ Technologies Corp.	269,900	$720,633
8	CRWV	CoreWeave, Inc.	4,804	$372,165

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,328,683	100,842	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$48,427,288	100,135	+5.5%	Shares	Sole	2026-02-17
2025-09-30	$49,174,173	94,940	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$47,070,903	94,632	-2.9%	Shares	Sole	2025-08-12
2025-03-31	$36,595,269	97,486	+8.0%	Shares	Sole	2025-05-15
2024-12-31	$38,031,945	90,230	+7.2%	Shares	Sole	2025-01-29
2024-09-30	$36,231,260	84,200	+2.8%	Shares	Sole	2024-10-28
2024-06-30	$36,607,439	81,905	-2.3%	Shares	Sole	2024-08-02
2024-03-31	$35,265,591	83,822	-11.0%	Shares	Sole	2024-05-14
2023-12-31	$35,398,901	94,136	+24.2%	Shares	Sole	2024-02-09
2023-09-30	$23,932,271	75,795	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$26,627,163	78,191	-1.4%	Shares	Sole	2023-08-10
2023-03-31	$22,865,649	79,312	-3.6%	Shares	Sole	2023-05-12
2022-12-31	$19,739,824	82,311	-4.6%	Shares	Sole	2023-02-01
2022-09-30	$20,098,338	86,296	-1.3%	Shares	Sole	2023-01-30
2022-06-30	$22,453,105	87,424	-10.3%	Shares	Sole	2023-01-30
2022-03-31	$30,053,133	97,477	+25.5%	Shares	Sole	2023-01-30
2021-12-31	$26,119,283	77,662	+7.7%	Shares	Sole	2023-01-30
2021-09-30	$20,326,713	72,101	+49.8%	Shares	Sole	2023-01-30
2021-06-30	$13,036,249	48,122	+65.7%	Shares	Sole	2023-01-30
2021-03-31	$6,848,646	29,048	+56.7%	Shares	Sole	2023-01-30
2020-12-31	$4,124,334	18,543	-2.9%	Shares	Sole	2023-01-30
2020-09-30	$4,016,251	19,095	+7.7%	Shares	Sole	2023-01-30
2020-06-30	$3,608,232	17,730	-26.0%	Shares	Sole	2020-08-17
2020-03-31	$3,778,100	23,956	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.