Position in XYZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,499,944
+$572,018 QoQ
Shares Held
32,894
+2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#362
of 1,079 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atria Investments, Inc holds $215,971,327 across 28 Software - Infrastructure names. XYZ ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
349,531 | $130,382,053 | |
| 2 | ORCL |
Oracle Corp
|
187,567 | $27,487,943 | |
| 3 | PANW |
Palo Alto Networks Inc
|
49,838 | $16,995,754 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
51,729 | $6,035,222 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
31,380 | $5,986,833 | |
| 6 | SNPS |
Synopsys Inc
|
10,448 | $4,660,539 | |
| 7 | NET |
Cloudflare, Inc.
|
15,736 | $3,859,726 | |
| 8 | XYZ |
Block, Inc.
This page
|
32,894 | $2,499,944 |
All Filings in XYZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,944 | 32,894 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,927,926 | 32,036 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,882,012 | 28,914 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,445,183 | 33,834 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,324,428 | 34,218 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,940,613 | 35,719 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,974,904 | 35,003 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,162,995 | 32,221 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,658,904 | 56,736 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,989,458 | 58,991 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,872,527 | 50,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,210,167 | 49,936 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,223,571 | 33,402 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,313,779 | 33,704 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,580,426 | 25,150 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,199,331 | 21,810 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,522,917 | 24,779 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,656,860 | 26,968 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,838,629 | 11,384 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,557,653 | 10,664 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,783,640 | 7,316 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,395,222 | 6,145 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,185,702 | 5,448 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,676,888 | 28,772 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||