Position in RDWR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,423,257
+$17,315,002 QoQ
Shares Held
3,055,595
+16.6% QoQ
Ownership
7.26%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.72911986045271.ToString("F0")%
Shared 0.ToString("F0")%
None 0.27088013954728946.ToString("F0")%
Common Shares in RDWR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. RDWR ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in RDWR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,423,257 | 3,055,595 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $63,108,255 | 2,619,687 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $53,817,689 | 2,031,623 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $66,227,277 | 2,249,568 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $58,056,741 | 2,685,326 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,134,144 | 2,491,529 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $68,029,904 | 3,053,407 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $56,777,688 | 3,112,812 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $58,598,614 | 3,130,268 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $59,371,406 | 3,559,437 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $51,608,246 | 3,050,133 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $72,333,111 | 3,730,434 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $53,371,484 | 2,477,785 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $45,251,810 | 2,291,231 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $44,054,910 | 2,021,795 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,524,429 | 1,454,750 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $22,329,509 | 698,452 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,547,138 | 157,232 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,822,539 | 914,073 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,853,862 | 1,684,661 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $51,413,014 | 1,971,358 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $73,815,220 | 2,660,008 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,138,380 | 1,367,095 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $39,433,207 | 1,671,607 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,764,295 | 700,726 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||