Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$373,393
-$53,042 QoQ
Shares Held
1,001
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#5,873
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Downshift Financial, LLC holds $680,262 across 17 Software - Infrastructure names. MSFT ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,001 | $373,393 | |
| 2 | ORCL |
Oracle Corp
|
767 | $112,403 | |
| 3 | FTNT |
Fortinet, Inc.
|
299 | $45,932 | |
| 4 | PANW |
Palo Alto Networks Inc
|
126 | $42,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
144 | $27,473 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
171 | $19,950 | |
| 7 | BB |
BLACKBERRY Ltd
|
1,000 | $12,650 | |
| 8 | MDB |
MongoDB, Inc.
|
31 | $10,412 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,393 | 1,001 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $426,435 | 1,152 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $523,276 | 1,082 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||