Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,194,242
+$49,657,856 QoQ
Shares Held
1,737,693
+7.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#264
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. MSFT ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,194,242 | 1,737,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $598,536,386 | 1,616,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $882,599,729 | 1,824,986 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,019,551,426 | 1,968,436 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,040,136,040 | 2,091,104 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $965,200,891 | 2,571,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $980,700,678 | 2,326,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $918,814,856 | 2,135,289 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,000,721,496 | 2,239,001 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $909,963,087 | 2,162,871 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $783,836,201 | 2,084,449 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $595,826,565 | 1,887,020 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $633,507,243 | 1,860,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $515,598,026 | 1,788,408 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $521,673,491 | 2,175,271 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $409,274,704 | 1,757,298 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $451,267,517 | 1,757,067 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $491,692,171 | 1,594,798 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $382,123,757 | 1,136,191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $397,834,509 | 1,411,161 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $361,584,858 | 1,334,754 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $284,287,929 | 1,205,785 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $386,899,367 | 1,739,499 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $382,208,310 | 1,817,184 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $405,300,544 | 1,991,551 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $320,297,024 | 2,030,924 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||