Atreides Management LP Invests $87.76 Million in Microsoft Corporation $MSFT

Posted by Stuart Ham on Jun 18th, 2026

Atreides Management LP bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 181,468 shares of the software giant’s stock, valued at approximately $87,762,000. Microsoft makes up 1.1% of Atreides Management LP’s portfolio, making the stock its 20th biggest holding.

Several other institutional investors and hedge funds have also modified their holdings of the business. WFA Asset Management Corp raised its position in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its position in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its position in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of Microsoft stock opened at $378.91 on Thursday. The firm has a fifty day moving average of $412.13 and a two-hundred day moving average of $426.70. The stock has a market capitalization of $2.81 trillion, a price-to-earnings ratio of 22.55, a PEG ratio of 1.42 and a beta of 1.11. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.46 EPS. As a group, equities research analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s payout ratio is presently 21.67%.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft continues to show strong long-term AI positioning, with articles noting robust AI revenue growth and that the company remains a compelling way to play the AI boom. Microsoft: Growth Outlook Still Robust Without OpenAI Exclusivity
Positive Sentiment: New products and platform integrations, including Microsoft Advertising’s Media Marketplace launch partner Dstillery and Copilot-related AI updates, suggest ongoing monetization opportunities. Dstillery Brings Predictive AI Audiences to Microsoft Media Marketplace as Launch Partner
Neutral Sentiment: Some commentary argued Microsoft remains undervalued relative to its AI growth, but these were mostly opinion pieces rather than new business developments. Microsoft in 2026: Still the Smartest Way to Play the AI Boom?
Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal due to security issues weighed on shares and raised concern about AI infrastructure availability. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
Negative Sentiment: Multiple law firms announced or reminded investors about class-action litigation tied to Microsoft’s Azure and AI disclosures, creating an added legal and reputational overhang. Law Offices of Howard G. Smith Encourages Microsoft Corporation (MSFT) Shareholders To Inquire About Securities Fraud Class Action
Negative Sentiment: Analyst commentary turned more cautious, with several pieces warning that Microsoft’s valuation may already reflect much of the AI optimism and recommending investors sell rallies. Why This Analyst Is Telling Investors to Dump Microsoft Stock (MSFT)

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Piper Sandler restated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Scotiabank dropped their price objective on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Stifel Nicolaus boosted their price objective on shares of Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a research report on Thursday, April 30th. Wells Fargo & Company boosted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Monday, June 1st. Finally, Truist Financial dropped their price objective on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Read Our Latest Report on MSFT

Microsoft Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).