Rockbridge Investment Management, LCC

Position in MSFT — Microsoft Corp

CIK 1821984 Syracuse, NY

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,092,708

+$29,182 QoQ

Shares Held

8,291

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.26%

of 13F equity value

Holder Rank

#3,955

of 6,194 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rockbridge Investment Management, LCC holds $4,997,838 across 4 Software - Infrastructure names. MSFT ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,291	$3,092,708
2	PLTR	Palantir Technologies Inc.	8,782	$1,024,595
3	NET	Cloudflare, Inc.	2,112	$518,031
4	PANW	Palo Alto Networks Inc	1,063	$362,504

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,092,708	8,291	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$3,063,526	8,276	+1.0%	Shares	Sole	2026-05-14
2025-12-31	$3,961,331	8,191	-1.1%	Shares	Sole	2026-02-04
2025-09-30	$4,291,215	8,285	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$4,118,057	8,279	+2.8%	Shares	Sole	2025-08-11
2025-03-31	$3,024,141	8,056	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$3,376,215	8,010	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$3,469,939	8,064	-0.7%	Shares	Sole	2024-11-01
2024-06-30	$3,629,680	8,121	0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,416,667	8,121	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$3,055,701	8,126	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$2,592,623	8,211	+1.3%	Shares	Sole	2024-05-28
2023-06-30	$2,759,395	8,103	+3.4%	Shares	Sole	2024-05-28
2023-03-31	$2,258,253	7,833	-0.7%	Shares	Sole	2024-05-28
2022-12-31	$1,892,179	7,890	+8.9%	Shares	Sole	2024-05-28
2022-09-30	$1,686,661	7,242	+3.3%	Shares	Sole	2024-05-28
2022-06-30	$1,801,148	7,013	-50.0%	Shares	Sole	2024-05-28
2022-03-31	$4,323,431	14,023	+0.5%	Shares	Sole	2024-05-28
2021-12-31	$4,690,991	13,948	+3.7%	Shares	Sole	2022-02-14
2021-09-30	$3,792,951	13,454	+13.7%	Shares	Sole	2021-11-12
2021-06-30	$3,206,101	11,835	-0.3%	Shares	Sole	2021-08-05
2021-03-31	$2,799,297	11,873	-21.7%	Shares	Sole	2021-05-20
2020-12-31	$3,371,664	15,159	-1.7%	Shares	Sole	2021-03-04
2020-09-30	$3,244,129	15,424	+3.1%	Shares	Sole	2020-11-03
2020-06-30	$3,045,323	14,964	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.