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Summit Partners Public Asset Management’s Microsoft MSFT Stock Holding History

Summit Partners Public Asset 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
2025
Q4 		– Sell
-194,600
Closed -$101M – 186
2025
Q3 		$101M Buy
194,600
+149,600
+332% +$76.3M 2.09% 8
2025
Q2 		$22.4M Buy
+45,000
New +$19.5M 0.57% 55
2025
Q1 		– Sell
-146,000
Closed -$61.5M – 185
2024
Q4 		$61.5M Buy
+146,000
New +$62.2M 1.17% 24

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Partners Public Asset Management's MSFT Position: Q1 2026 in Review

Summit Partners Public Asset Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 113,163 shares — an estimated $54.7M sold.

Summit Partners Public Asset Management first reported a position in MSFT in Q4 2015 and held it in 7 quarters. The position peaked at $63.6M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Summit Partners Public Asset Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 113,163 Microsoft shares in Q1 2026, an estimated $54.7M.
  • Summit Partners Public Asset Management first reported a position in Microsoft in Q4 2015 and held it in 7 quarters.
  • Summit Partners Public Asset Management's Microsoft position peaked at $63.6M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.