Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
High 496.22 at 8:00 am ET, low 488.87 at 3:30 pm ET.
the bull case· 4
75
customers naming MSFT as a supplier in their own filings
sec filingsfrom their filings67.00%
of CoreWeave, Inc.'s revenue is MSFT by their own filing
10-Kfrom their filing12
of the funds on file reporting a position in MSFT
n-portas of Jun 30 '26+2.90%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
2 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized10 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2694
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 28 '26 report. Not a forecast, not advice.
Of the 6 companies Microsoft Corp moves with most closely, 2 also share its SEC classification.
Measured against 500 trading days of our own closes. Co-movement, not cause.
SIC 7372, Services-Prepackaged Software, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›6,230 managers report a position worth $2.2T between them, and 94 of them hold 80% of it.
tall tick = annual report · 1 on record
Microsoft Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, and Skype for Business, as well as related Client Access Licenses (CAL); Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. Its Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related CALs; GitHub that provides a collaboration platform and code hosting service for developers; and Azure, a cloud platform. It also offers support services and Microsoft consulting services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. Its More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; Windows Internet of Things; and MSN advertising. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. It sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. It has collaborations with Dynatrace, Inc., Morgan Stanley, Micro Focus, WPP plc, ACI Worldwide, Inc., and iCIMS, Inc., as well as strategic relationships with Avaya Holdings Corp. and wejo Limited. Microsoft Corporation was founded in 1975 and is based in Redmond, Washington.
MSFT (Microsoft Corp) has 24 disclosed suppliers and 75 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.