Position in MSFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,819,955
-$4,367,794 QoQ
Shares Held
42,737
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ADVISORY RESEARCH INC holds $22,613,425 across 7 Software - Infrastructure names. MSFT ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
42,737 | $15,819,955 | |
| 2 | NTAP |
NetApp, Inc.
|
20,737 | $2,123,261 | |
| 3 | ORCL |
Oracle Corp
|
11,971 | $1,761,053 | |
| 4 | FLYW |
Flywire Corp
|
108,514 | $1,263,102 | |
| 5 | ACIW |
Aci Worldwide, Inc.
|
15,667 | $642,503 | |
| 6 | TOST |
Toast, Inc.
|
21,797 | $577,838 | |
| 7 | PRGS |
Progress Software Corp /Ma
|
16,597 | $425,713 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,819,955 | 42,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,187,749 | 41,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,624,412 | 41,750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,131,006 | 32,430 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,359,637 | 27,597 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,161,961 | 28,854 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,498,924 | 29,047 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,038,455 | 40,359 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,832,268 | 44,762 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,780,299 | 47,283 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,843,032 | 56,510 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,531,331 | 57,354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,984,279 | 48,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,241,421 | 55,214 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,856,893 | 89,553 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $13,478,695 | 52,481 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $16,821,701 | 54,561 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,507,283 | 40,162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,590,858 | 41,114 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,592,567 | 16,953 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,864,741 | 16,392 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,563,390 | 16,021 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $20,837,182 | 99,069 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $29,839,043 | 146,622 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $43,046,313 | 272,946 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||