Position in XYZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,451,788
-$56,603 QoQ
Shares Held
123,825
+7.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Whetstone Capital Advisors, LLC holds $92,513,154 across 6 Software - Infrastructure names. XYZ ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
293,031 | $60,464,016 | |
| 2 | TOST |
Toast, Inc.
|
336,049 | $8,908,658 | |
| 3 | XYZ |
Block, Inc.
This page
|
123,825 | $7,451,788 | |
| 4 | RPAY |
Repay Holdings Corp
|
2,690,639 | $6,995,661 | |
| 5 | BLZE |
Backblaze, Inc.
|
1,520,055 | $5,244,189 | |
| 6 | PGY |
Pagaya Technologies Ltd.
|
296,038 | $3,448,842 |
All Filings in XYZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,451,788 | 123,825 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,508,391 | 115,354 | Shares | Sole | 2026-02-13 | |
| 2021-12-31 | $6,777,605 | 41,964 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,366,980 | 9,869 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,406,062 | 9,869 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,240,756 | 9,869 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,207,304 | 10,142 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,670,038 | 10,274 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,078,153 | 10,274 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,866,204 | 245,632 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||