Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,252,801
+$358,983 QoQ
Shares Held
11,401
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#3,566
of 6,194 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,477,168 across 2 Software - Infrastructure names. MSFT ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,401 | $4,252,801 | |
| 2 | PATH |
UiPath, Inc.
|
20,641 | $224,367 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,252,801 | 11,401 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,893,818 | 10,519 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,865,217 | 10,060 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,248,905 | 10,134 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,112,379 | 10,278 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,926,954 | 10,461 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,402,989 | 10,446 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,626,155 | 10,751 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,817,227 | 10,778 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,415,035 | 10,494 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||