Keel Point, LLC

Position in XYZ — Block, Inc.

CIK 1386935 HUNTSVILLE, AL

Position in XYZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$991,420

+$186,934 QoQ

Shares Held

13,045

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#468

of 1,079 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

Keel Point, LLC holds $26,089,286 across 13 Software - Infrastructure names. XYZ ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	40,125	$14,967,427
2	CHKP	Check Point Software Technologies Ltd	21,446	$2,818,647
3	PANW	Palo Alto Networks Inc	5,405	$1,843,213
4	PLTR	Palantir Technologies Inc.	15,051	$1,756,000
5	ORCL	Oracle Corp	9,538	$1,397,793
6	XYZ	Block, Inc. This page	13,045	$991,420
7	CRWD	CrowdStrike Holdings, Inc.	3,092	$589,907
8	TOST	Toast, Inc.	12,833	$357,014

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$991,420	13,045	-2.4%	Shares	Sole	2026-08-14
2026-03-31	$804,486	13,368	-3.1%	Shares	Sole	2026-06-01
2025-12-31	$897,981	13,796	+1.5%	Shares	Sole	2026-02-12
2025-09-30	$982,221	13,591	-0.6%	Shares	Sole	2025-12-16
2025-06-30	$928,399	13,667	-5.6%	Shares	Sole	2025-08-15
2025-03-31	$786,535	14,477	+401.6%	Shares	Sole	2025-05-15
2024-03-31	$244,097	2,886	+91.4%	Shares	Sole	2024-04-16
2022-03-31	$204,484	1,508	+4.1%	Shares	Sole	2022-04-27
2021-12-31	$234,027	1,449	-2.1%	Shares	Sole	2022-01-31
2021-09-30	$354,963	1,480	+9.1%	Shares	Sole	2021-11-04
2021-06-30	$330,592	1,356	+1.6%	Shares	Sole	2021-08-06
2021-03-31	$303,111	1,335	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.