Genus Capital Management
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Genus Capital Management’s Microsoft MSFT Stock Holding History

Genus Capital Management’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
Q3 		$13.4M Buy
26,039
+15,560
+148% +$7.2M 1.33% 17
2026
Q2 		$3.91M Buy
10,479
+412
+4% +$167K 0.38% 74
2026
Q1 		$3.73M Sell
10,067
-11,640
-54% -$4.87M 0.43% 71
2025
Q4 		$10.5M Sell
21,707
-4,130
-16% -$2.07M 1.22% 23
2025
Q3 		$13.4M Buy
25,837
+2,681
+12% +$1.37M 1.55% 13
2025
Q2 		$11.5M Buy
23,156
+19,750
+580% +$8.58M 1.47% 14
2025
Q1 		$1.28M Buy
+3,406
New +$1.39M 0.19% 111
2024
Q2 		– Sell
-29,492
Closed -$12.5M – 321
2024
Q1 		$12.4M Buy
+29,492
New +$11.9M 1.61% 12
2023
Q4 		– Sell
-68,479
Closed -$24.4M – 316
2023
Q3 		$21.6M Sell
68,479
-3,661
-5% -$1.21M 3.4% 2
2023
Q2 		$24.6M Buy
+72,140
New +$22.6M 3.62% 1

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Genus Capital Management's MSFT Position: Q3 2026 in Review

Genus Capital Management increased its Microsoft (MSFT) stake by 148% in Q3 2026, buying an estimated $7.2M and bringing the position to 26,039 shares worth $13.4M. The position accounts for 1.33% of the portfolio, ranked #17.

Genus Capital Management first reported a position in MSFT in Q2 2023 and has held it in 10 quarters since. The position peaked at $24.6M in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Genus Capital Management held 26,039 shares of Microsoft worth $13.4M as of Q3 2026.
  • Genus Capital Management bought 15,560 Microsoft shares in Q3 2026, an estimated $7.2M.
  • Microsoft made up 1.33% of Genus Capital Management's portfolio in Q3 2026, its #17 holding.
  • Genus Capital Management first reported a position in Microsoft in Q2 2023 and has held it in 10 quarters since.
  • Genus Capital Management's Microsoft position peaked at $24.6M in Q2 2023.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.