Position in VERI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,021,183
+$1,095,962 QoQ
Shares Held
2,205,244
+125.7% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VERI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. VERI ranks #95 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in VERI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,183 | 2,205,244 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,925,221 | 977,270 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,579,082 | 984,749 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,616,652 | 542,874 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $605,860 | 480,842 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,072,394 | 461,245 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,236,743 | 377,056 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,305,535 | 363,659 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $835,804 | 369,825 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,370,429 | 640,766 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,109,631 | 613,056 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,543,745 | 598,351 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,229,954 | 568,866 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,511,251 | 602,273 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,059,605 | 577,284 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,175,027 | 563,948 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,666,849 | 561,539 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,924,376 | 542,909 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,344,869 | 504,665 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,515,314 | 482,014 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,096,559 | 461,520 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,257,277 | 427,743 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,271,047 | 361,021 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,810,599 | 306,834 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,389,405 | 295,384 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $312,893 | 134,289 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||