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Blue Grotto Capital’s Microsoft MSFT Stock Holding History

Blue Grotto Capital’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.4M Buy
+100,248
New +$40.6M 3.12% 14
2026
Q1 		– Sell
-84,252
Closed -$40.7M – 28
2025
Q4 		$40.7M Buy
+84,252
New +$42.2M 4.19% 14

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Blue Grotto Capital's MSFT Position: Q2 2026 in Review

Blue Grotto Capital opened a new position in Microsoft (MSFT) in Q2 2026: 100,248 shares worth $37.4M. The stake represents 3.12% of the portfolio and ranks #14 among its holdings. This is a return to the name: Blue Grotto Capital previously reported a position in MSFT as recently as Q4 2025.

Blue Grotto Capital first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.7M in Q4 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blue Grotto Capital held 100,248 shares of Microsoft worth $37.4M as of Q2 2026.
  • Microsoft was a new Blue Grotto Capital position in Q2 2026.
  • Microsoft made up 3.12% of Blue Grotto Capital's portfolio in Q2 2026, its #14 holding.
  • Blue Grotto Capital first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Blue Grotto Capital's Microsoft position peaked at $40.7M in Q4 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blue Grotto Capital's 13F filing for Q2 2026, filed 3 Aug 2026.