Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,909,889
-$1,157,795 QoQ
Shares Held
21,205
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.27%
of 13F equity value
Holder Rank
#2,691
of 6,179 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $13,719,854 across 7 Software - Infrastructure names. MSFT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,205 | $7,909,889 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
14,960 | $2,854,143 | |
| 3 | OKTA |
Okta, Inc.
|
5,969 | $814,470 | |
| 4 | ZS |
Zscaler, Inc.
|
5,544 | $782,535 | |
| 5 | NET |
Cloudflare, Inc.
|
3,102 | $760,858 | |
| 6 | PANW |
Palo Alto Networks Inc
|
966 | $329,425 | |
| 7 | SNPS |
Synopsys Inc
|
602 | $268,534 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,909,889 | 21,205 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,067,684 | 24,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,328,314 | 23,424 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,712,403 | 22,613 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,436,862 | 18,972 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,019,042 | 18,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,884,157 | 18,705 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,468,751 | 22,005 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $7,994,147 | 17,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,761,021 | 18,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,624,587 | 20,276 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,679,059 | 21,153 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,168,201 | 18,113 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $5,245,906 | 18,196 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,074,111 | 21,158 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,660,794 | 20,012 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,336,060 | 16,883 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,326,363 | 17,276 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $7,181,440 | 21,353 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||