Root Financial Partners, LLC

Position in MSFT — Microsoft Corp

CIK 1977181 ENCINITAS, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,120,299

+$1,162,128 QoQ

Shares Held

37,854

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.74%

of 13F equity value

Holder Rank

#2,059

of 6,223 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Root Financial Partners, LLC holds $20,193,422 across 9 Software - Infrastructure names. MSFT ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	37,854	$14,120,299
2	PLTR	Palantir Technologies Inc.	15,999	$1,866,603
3	ORCL	Oracle Corp	12,217	$1,790,401
4	FTNT	Fortinet, Inc.	4,126	$633,836
5	PANW	Palo Alto Networks Inc	1,698	$579,051
6	CRWD	CrowdStrike Holdings, Inc.	2,280	$434,989
7	SNPS	Synopsys Inc	721	$321,616
8	NET	Cloudflare, Inc.	984	$241,355

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,120,299	37,854	+8.1%	Shares	Sole	2026-07-29
2026-03-31	$12,958,171	35,006	+13.7%	Shares	Sole	2026-04-24
2025-12-31	$14,891,143	30,791	+6.3%	Shares	Sole	2026-02-10
2025-09-30	$15,000,867	28,962	+15.6%	Shares	Sole	2025-10-29
2025-06-30	$12,463,602	25,057	+4.0%	Shares	Sole	2025-08-11
2025-03-31	$9,045,397	24,096	+50.5%	Shares	Sole	2025-04-25
2024-12-31	$6,747,793	16,009	+27.2%	Shares	Sole	2025-01-30
2024-09-30	$5,417,046	12,589	+83.1%	Shares	Sole	2024-11-01
2024-06-30	$3,072,334	6,874	+0.7%	Shares	Sole	2024-08-05
2024-03-31	$2,872,676	6,828	+24.6%	Shares	Sole	2024-04-24
2023-12-31	$2,061,451	5,482	+386.4%	Shares	Sole	2024-01-30
2023-09-30	$355,850	1,127	-28.4%	Shares	Sole	2023-10-19
2023-06-30	$536,009	1,574	+34.0%	Shares	Sole	2023-07-27
2023-03-31	$338,752	1,175	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.