Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,879,488
+$1,117,394 QoQ
Shares Held
58,655
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,615
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$517,950
PutShares
1,000
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 Jun 30, 2026CERTUITY, LLC holds $45,412,859 across 19 Software - Infrastructure names. MSFT ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
58,655 | $21,879,488 | |
| 2 | PANW |
Palo Alto Networks Inc
|
30,085 | $10,259,586 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,996 | $2,861,011 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,577 | $2,050,708 | |
| 5 | TWLO |
Twilio Inc
|
5,487 | $1,132,132 | |
| 6 | NTAP |
NetApp, Inc.
|
6,997 | $1,082,855 | |
| 7 | ORCL |
Oracle Corp
|
6,905 | $1,011,927 | |
| 8 | NET |
Cloudflare, Inc.
|
3,473 | $851,857 |
All Filings in MSFT
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,879,488 | 58,655 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,762,094 | 56,088 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,917,805 | 55,659 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $517,950 | 1,000 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $27,916,469 | 53,898 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,868,922 | 45,976 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,238,323 | 48,585 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,790,268 | 46,952 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $21,073,081 | 48,973 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,708,289 | 55,282 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,050,622 | 45,281 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,988,844 | 42,519 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $9,449,766 | 29,928 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,941,899 | 26,258 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,968,963 | 20,704 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,536,435 | 18,916 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,835,469 | 20,762 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,852,706 | 15,001 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,451,544 | 24,169 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,375,497 | 21,930 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $6,959,759 | 24,687 | Shares | Sole | 2021-11-03 | |
| 2021-09-30 | $563,840 | 2,000 | Put | Sole | 2021-11-03 | |
| 2021-06-30 | $6,521,375 | 24,073 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $541,800 | 2,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $4,860,398 | 20,615 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $471,540 | 2,000 | Put | Sole | 2021-05-10 | |
| 2020-12-31 | $533,808 | 2,400 | Put | Sole | 2021-02-04 | |
| 2020-12-31 | $4,334,965 | 19,490 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,178,086 | 15,110 | Shares | Sole | 2020-10-30 | |
| 2020-09-30 | $715,122 | 3,400 | Put | Sole | 2020-10-30 | |
| 2020-06-30 | $2,217,241 | 10,895 | Shares | Sole | 2020-08-11 | |
| 2020-06-30 | $549,477 | 2,700 | Put | Sole | 2020-08-11 | |
| 2020-03-31 | $473,130 | 3,000 | Put | Sole | 2020-04-13 | |
| 2020-03-31 | $2,131,766 | 13,517 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||