Position in XYZ
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,333,588
-$130,937 QoQ
Shares Held
22,160
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Evanson Asset Management, LLC holds $15,078,326 across 9 Software - Infrastructure names. XYZ ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,261 | $10,091,204 | |
| 2 | XYZ |
Block, Inc.
This page
|
22,160 | $1,333,588 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
8,388 | $818,689 | |
| 4 | ORCL |
Oracle Corp
|
5,394 | $793,511 | |
| 5 | OKTA |
Okta, Inc.
|
7,337 | $577,495 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
30,612 | $487,343 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,169 | $463,561 | |
| 8 | APPN |
Appian Corp
|
12,943 | $312,055 |
All Filings in XYZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,333,588 | 22,160 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,464,525 | 22,500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,626,075 | 22,500 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,528,425 | 22,500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,222,425 | 22,500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,912,275 | 22,500 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,511,096 | 22,510 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,453,346 | 22,536 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,906,094 | 22,536 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,743,159 | 22,536 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $997,443 | 22,536 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,501,552 | 22,556 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,547,096 | 22,536 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,417,796 | 22,562 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,249,647 | 22,725 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,393,728 | 22,677 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,085,849 | 22,757 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,639,789 | 22,536 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,445,327 | 22,704 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,522,801 | 22,653 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,140,639 | 22,641 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $13,041,424 | 59,922 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $9,740,321 | 59,922 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,100,005 | 39,070 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,050,415 | 39,145 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||