MSFT MICROSOFT CORP

Ownership history in UPTICK PARTNERS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which UPTICK PARTNERS, 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
1.95% (2025 Q2)
Avg. % of fund
1.8%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,995 +1,741 +12.2% 1.65% $7.7M $482.52
2025 Q3 ADDED 14,254 +527 +3.8% 1.94% $7.4M $515.81
2025 Q2 ADDED 13,727 +2,670 +24.1% 1.95% $6.8M $494.54
2025 Q1 ADDED 11,057 +160 +1.5% 1.41% $4.2M $372.54
2024 Q4 ADDED 10,897 +239 +2.2% 1.66% $4.6M $417.46
2024 Q3 ADDED 10,658 +4,746 +80.3% 1.94% $4.6M $425.32
2024 Q2 UNCHANGED 5,912 0% 1.91% $2.5M $440.99
2024 Q1 ADDED 5,912 +67 +1.1% 1.90% $2.5M $414.36
2023 Q4 INITIATED 5,845 1.85% $2.2M
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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