Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,068,342
+$4,394,263 QoQ
Shares Held
48,438
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#1,792
of 6,194 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Convergence Financial, LLC holds $34,115,684 across 7 Software - Infrastructure names. MSFT ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
48,438 | $18,068,342 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,636 | $7,561,954 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,863 | $2,550,756 | |
| 4 | GEN |
Gen Digital Inc.
|
92,474 | $2,301,677 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,826 | $1,355,850 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,612 | $1,231,764 | |
| 7 | ORCL |
Oracle Corp
|
7,133 | $1,045,341 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,068,342 | 48,438 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,674,079 | 36,940 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,126,266 | 16,803 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,612,990 | 16,629 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,240,094 | 16,566 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,974,331 | 15,915 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,513,018 | 15,452 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,697,619 | 15,565 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,174,888 | 16,053 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $218,855 | 582 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||