Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,362,217
+$3,211,127 QoQ
Shares Held
647,049
+0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
6.54%
of 13F equity value
Holder Rank
#465
of 6,179 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $348,288,014 across 7 Software - Infrastructure names. MSFT ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
647,049 | $241,362,217 | |
| 2 | PANW |
Palo Alto Networks Inc
|
187,888 | $64,073,565 | |
| 3 | ORCL |
Oracle Corp
|
116,576 | $17,084,212 | |
| 4 | SNPS |
Synopsys Inc
|
26,943 | $12,018,464 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
66,270 | $7,731,720 | |
| 6 | RELY |
Remitly Global, Inc.
|
219,513 | $4,919,286 | |
| 7 | FFIV |
F5, Inc.
|
2,641 | $1,098,550 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,362,217 | 647,049 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $238,151,090 | 643,356 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $331,827,157 | 686,132 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $315,446,052 | 609,028 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,066,096 | 651,507 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $242,215,517 | 645,237 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $263,369,638 | 624,839 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $273,306,335 | 635,153 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $282,792,863 | 632,717 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $267,016,258 | 634,665 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $239,566,059 | 637,076 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $154,852,009 | 490,426 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $166,253,330 | 488,205 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $125,271,826 | 434,519 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $102,686,846 | 428,183 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $98,958,045 | 424,895 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $107,689,074 | 419,301 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $129,135,334 | 418,849 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $141,661,010 | 421,209 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $116,637,351 | 413,725 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||