MSFT MICROSOFT CORP

Ownership history in Caprock Group, LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.41% (2020 Q3)
Avg. % of fund
2.79%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 300,250 +25,730 +9.4% 3.07% $145.2M $482.52
2025 Q3 ADDED 274,520 +36,946 +15.6% 3.43% $139.3M $515.81
2025 Q1 ADDED 237,574 +9,327 +4.1% 2.72% $89.2M $372.54
2024 Q4 REDUCED 228,247 -1,613 -0.7% 3.14% $96.2M $417.46
2024 Q3 ADDED 229,860 +4,911 +2.2% 3.60% $98.9M $425.32
2024 Q2 ADDED 224,949 +63,344 +39.2% 4.09% $100.6M $440.99
2024 Q1 ADDED 161,605 +2,098 +1.3% 3.90% $68.0M $414.36
2023 Q4 ADDED 159,507 +10,797 +7.3% 3.83% $60.0M $369.67
2023 Q3 ADDED 148,710 +1,174 +0.8% 3.55% $47.0M $309.77
2023 Q2 ADDED 147,536 +111 +0.1% 3.69% $50.2M $333.39
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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