Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$180,790,484
+$166,565,077 QoQ
Shares Held
484,667
-5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
7.77%
of 13F equity value
Holder Rank
#547
of 6,193 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, 2026Wellspring Financial Advisors, LLC holds $184,154,535 across 7 Software - Infrastructure names. MSFT ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
484,667 | $180,790,484 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,622 | $1,235,174 | |
| 3 | TWLO |
Twilio Inc
|
3,482 | $718,441 | |
| 4 | ORCL |
Oracle Corp
|
3,365 | $493,140 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,117 | $478,833 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,378 | $277,441 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,376 | $161,022 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,790,484 | 484,667 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,225,407 | 514,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,144,328 | 1,022,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,698,656 | 1,006,536 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,828,963 | 914,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,422,762 | 1,001,832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,850,297 | 993,452 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,106,634 | 150,289 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,948,457 | 13,309 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,441,171 | 12,933 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,419,222 | 11,752 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,275,274 | 10,373 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,070,649 | 9,017 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,522,048 | 8,748 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,332,489 | 9,726 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,090,277 | 8,975 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,236,475 | 8,708 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,631,734 | 8,536 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,856,702 | 8,494 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $2,403,649 | 8,526 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,198,895 | 8,117 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,639,308 | 6,953 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,853,870 | 8,335 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,387,126 | 6,595 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,420,499 | 6,980 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,096,557 | 6,953 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||