Position in QLYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$85,340,723
+$28,552,205 QoQ
Shares Held
620,705
-4.0% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 433 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in QLYS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. QLYS ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in QLYS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,340,723 | 620,705 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,788,518 | 646,426 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $91,940,213 | 691,800 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $96,808,651 | 731,570 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $134,883,275 | 944,098 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $108,038,992 | 857,929 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $132,313,407 | 943,613 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $116,550,851 | 907,293 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $120,313,896 | 843,716 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $144,568,485 | 866,354 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $248,828,271 | 1,267,721 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $156,415,916 | 1,025,342 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $124,385,279 | 962,958 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $120,076,063 | 923,520 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $97,858,268 | 871,944 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $34,143,018 | 244,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,727,736 | 172,251 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,911,165 | 69,596 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $21,805,214 | 158,907 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,836,785 | 142,302 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,970,993 | 168,547 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $19,313,884 | 184,328 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,495,148 | 110,734 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,466,207 | 65,975 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,597,722 | 73,041 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,737,818 | 134,933 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||