Optimize Financial Inc

Position in MSFT — Microsoft Corp

CIK 2033266 LAGUNA HILLS, CA

Position in MSFT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,536,404

New position

Shares Held

6,852

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Optimize Financial Inc holds $3,961,361 across 4 Software - Infrastructure names. MSFT ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	6,852	$2,536,404
2	ATEN	A10 Networks, Inc.	23,700	$547,944
3	CPAY	Corpay, Inc.	1,515	$440,849
4	WEX	WEX Inc.	2,850	$436,164

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,536,404	6,852	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.