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SAIL · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SAIL
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterSAILMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 2021none listed holders, n.a.62 holders, $273bn
Q3 2021none listed holders, n.a.64 holders, $283bn
Q4 2021none listed holders, n.a.65 holders, $336bn
Q1 2022none listed holders, n.a.63 holders, $297bn
Q2 2022none listed holders, n.a.67 holders, $245bn
Q3 2022none listed holders, n.a.68 holders, $216bn
Q4 2022none listed holders, n.a.62 holders, $217bn
Q1 2023none listed holders, n.a.65 holders, $254bn
Q2 2023none listed holders, n.a.69 holders, $304bn
Q3 2023none listed holders, n.a.71 holders, $281bn
Q4 2023none listed holders, n.a.66 holders, $333bn
Q1 2024none listed holders, n.a.68 holders, $361bn
Q2 2024none listed holders, n.a.67 holders, $374bn
Q3 2024none listed holders, n.a.69 holders, $356bn
Q4 2024none listed holders, n.a.70 holders, $338bn
Q1 202512 holders, $312m67 holders, $294bn
Q2 20257 holders, $286m65 holders, $401bn
Q3 20255 holders, $243m70 holders, $427bn
Q4 20258 holders, $268m68 holders, $411bn
Q1 20264 holders, $176m64 holders, $312bn
Q2 20264 holders, $117m60 holders, $291bn
SAIL

Sailpoint Inc

Holders
4
Reported value
$176m
Buyers
14
Sellers
13

Breadth +1 among 91 comparable managers.

MSFT

Microsoft Corp

Holders
64
Reported value
$312bn
Buyers
27
Sellers
43

Breadth -16 among 91 comparable managers.

Who holds both, Q1 2026

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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