Microsoft (MSFT) was Hurt by the “SaaSmaggedon” Market Reaction
Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here.
Microsoft Corp (MSFT)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 60,000,000 | $22,210,200,000 | 42.88% | ||
| 2. | Fisher Asset Management Ken Fisher | 25,941,594 | $9,602,800,248 | +3% | 3.26% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 24,264,779 | $8,982,082,657 | +65% | 4.86% |
| 4. | 18,974,800 | $7,023,901,716 | +52% | 1.14% | |
| 5. | 10,563,500 | $3,910,290,795 | +45% | 0.63% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $397.35 | 5,000 | $1,986,750.00 | 83,905 | 2026-02-18 | Filing | |
| $377.47 | 3,842 | $1,450,220.53 | 455,439 | 2025-04-23 | Filing | |
| $311.53 | 1,600 | $498,444.96 | 8,686 | 2022-01-31 | Filing | |
| $295.48 | 1,700 | $502,316.51 | 7,086 | 2022-01-28 | Filing | |
| $236.80 | 4,300 | $1,018,240.00 | 5,026 | 2021-03-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $411.34 | 1,262 | $519,241.94 | 46,003 | 2026-05-14 | Filing | |
| $409.52 | 12,321 | $5,045,642.68 | 137,933 | 2026-03-06 | Filing | |
| $438.82 | 3,812 | $1,672,780.70 | 451,597 | 2025-05-05 | Filing | |
| $390.57 | 30 | $11,717.19 | 455,409 | 2025-04-30 | Filing | |
| $478.72 | 2,850 | $1,364,352.00 | 55,782 | 2025-12-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 593,328,571 | $219,632,437,522 | 3.84% | |
| 2. | 482,558,086 | $178,628,526,693 | 4.41% | |
| 3. | 306,708,289 | $113,534,207,339 | 3.92% | |
| 4. | 190,211,367 | $70,410,541,716 | 3.71% | |
| 5. | 188,501,918 | $69,604,826,731 | 4.33% |
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