SEC 13F Intelligence

Wedge Capital Management L L P/Nc / MSFT

Wedge Capital Management L L P/Nc’s Microsoft Corp Position

Does Wedge Capital Management L L P/Nc own Microsoft Corp (MSFT)? Yes — 152.8K shares worth $57M (+1.04% of its 13F portfolio) as of Q1 2026, up from 131.1K shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
152.8K
% of Portfolio
+1.04%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $39MQ4 ’18Q1 ’19: $45MQ2 ’19: $47MQ3 ’19: $48MQ4 ’19: $48MQ4 ’19Q1 ’20: $41MQ2 ’20: $64MQ3 ’20: $75MQ4 ’20: $75MQ4 ’20Q1 ’21: $66MQ2 ’21: $66MQ3 ’21: $70MQ4 ’21: $71MQ4 ’21Q1 ’22: $63MQ2 ’22: $46MQ3 ’22: $3MQ4 ’22: $2,959Q4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $86MQ2 ’24: $74MQ3 ’24: $66MQ4 ’24: $67MQ4 ’24Q1 ’25: $58MQ2 ’25: $71MQ3 ’25: $73MQ4 ’25: $63MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026152.8K$57M+1.04%
Q4 2025131.1K$63M+1.14%
Q3 2025140.3K$73M+1.23%
Q2 2025142.5K$71M+1.27%
Q1 2025155.3K$58M+1.13%
Q4 2024158.1K$67M+1.20%
Q3 2024152.2K$66M+1.13%
Q2 2024166.2K$74M+1.32%
Q1 2024203.9K$86M+1.39%
Q4 202311.8K$4M+0.08%
Q3 202311.8K$4M+0.07%
Q2 202311.8K$4M+0.06%
Q1 202312.3K$4M+0.06%
Q4 202212.3K$2,959+0.05%
Q3 202212.3K$3M+0.05%
Q2 2022178.2K$46M+0.73%
Q1 2022204.9K$63M+0.85%
Q4 2021212.3K$71M+0.88%
Q3 2021246.8K$70M+0.90%
Q2 2021244.4K$66M+0.81%
Q1 2021277.8K$66M+0.78%
Q4 2020336.8K$75M+0.87%
Q3 2020358.3K$75M+1.01%
Q2 2020314.1K$64M+0.88%
Q1 2020259.0K$41M+0.70%
Q4 2019303.2K$48M+0.53%
Q3 2019345.1K$48M+0.56%
Q2 2019350.1K$47M+0.54%
Q1 2019381.7K$45M+0.51%
Q4 2018383.9K$39M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of MSFT.