Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,327,058
+$998,375 QoQ
Shares Held
102,748
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#1,212
of 6,218 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Gladstone Institutional Advisory LLC holds $60,769,864 across 11 Software - Infrastructure names. MSFT ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
102,748 | $38,327,058 | |
| 2 | ORCL |
Oracle Corp
|
37,344 | $5,472,763 | |
| 3 | PANW |
Palo Alto Networks Inc
|
15,657 | $5,339,350 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,108 | $4,562,730 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
69,484 | $3,314,126 | |
| 6 | INFQ |
Infleqtion, Inc.
|
126,550 | $1,685,646 | |
| 7 | NUAI |
New ERA Energy & Digital, Inc.
|
82,650 | $527,307 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,725 | $470,326 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,327,058 | 102,748 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $37,328,683 | 100,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,427,288 | 100,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,174,173 | 94,940 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $47,070,903 | 94,632 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,595,269 | 97,486 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,031,945 | 90,230 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $36,231,260 | 84,200 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $36,607,439 | 81,905 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $35,265,591 | 83,822 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,398,901 | 94,136 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,932,271 | 75,795 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,627,163 | 78,191 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,865,649 | 79,312 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,739,824 | 82,311 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,098,338 | 86,296 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $22,453,105 | 87,424 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $30,053,133 | 97,477 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $26,119,283 | 77,662 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $20,326,713 | 72,101 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $13,036,249 | 48,122 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $6,848,646 | 29,048 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $4,124,334 | 18,543 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $4,016,251 | 19,095 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $3,608,232 | 17,730 | 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. | ||||||