SEC 13F Intelligence

Corvex Management LP / MSFT

Corvex Management LP’s Microsoft Corp Position

Does Corvex Management LP own Microsoft Corp (MSFT)? Yes131.7K shares worth $49M (+1.94% of its 13F portfolio) as of Q1 2026, down from 173.7K shares the prior filed quarter.

Position Value
$49M
Q1 2026
Shares
131.7K
% of Portfolio
+1.94%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $69MQ4 ’18Q1 ’21: $106MQ2 ’21: $123MQ3 ’21: $128MQ3 ’21Q4 ’21: $153MQ1 ’22: $132MQ2 ’22: $115MQ2 ’22Q3 ’22: $105MQ4 ’22: $87MQ1 ’23: $18MQ1 ’23Q2 ’23: $19MQ3 ’23: $55MQ4 ’23: $65MQ4 ’23Q1 ’24: $73MQ2 ’24: $78MQ3 ’24: $75MQ3 ’24Q4 ’24: $73MQ1 ’25: $65MQ2 ’25: $86MQ2 ’25Q3 ’25: $90MQ4 ’25: $84MQ1 ’26: $49MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026131.7K$49M+1.94%
Q4 2025173.7K$84M+2.57%
Q3 2025173.7K$90M+2.98%
Q2 2025173.7K$86M+3.66%
Q1 2025173.7K$65M+2.44%
Q4 2024173.7K$73M+2.03%
Q3 2024173.7K$75M+2.90%
Q2 2024173.7K$78M+3.59%
Q1 2024173.7K$73M+3.39%
Q4 2023173.7K$65M+3.44%
Q3 2023173.7K$55M+2.96%
Q2 202356.0K$19M+0.94%
Q1 202361.1K$18M+0.87%
Q4 2022360.8K$87M+4.48%
Q3 2022449.4K$105M+6.13%
Q2 2022447.2K$115M+7.29%
Q1 2022428.7K$132M+8.35%
Q4 2021454.7K$153M+6.38%
Q3 2021454.7K$128M+3.97%
Q2 2021452.6K$123M+4.10%
Q1 2021450.7K$106M+5.23%
Q4 2018680.9K$69M+2.57%

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