Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$275,438,341
-$19,720,780 QoQ
Shares Held
738,401
-7.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
#437
of 6,179 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. MSFT ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,438,341 | 738,401 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $295,159,121 | 797,361 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $400,366,267 | 827,853 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $445,210,655 | 859,563 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $451,375,699 | 907,452 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $344,024,663 | 916,446 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $388,079,686 | 920,711 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $406,540,985 | 944,785 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $426,072,071 | 953,288 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $411,692,190 | 978,542 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $375,594,016 | 998,814 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $326,423,297 | 1,033,803 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $363,861,200 | 1,068,483 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $302,311,380 | 1,048,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $258,876,816 | 1,079,463 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $242,275,389 | 1,040,255 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $273,233,988 | 1,063,871 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $336,093,663 | 1,090,116 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $374,009,028 | 1,112,063 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||