Position in XYZ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$408,020
+$54,191 QoQ
Shares Held
6,780
+24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Wealthspire Advisors, LLC holds $104,063,561 across 13 Software - Infrastructure names. XYZ ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
237,664 | $87,976,082 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,866 | $6,855,558 | |
| 3 | ORCL |
Oracle Corp
|
23,600 | $3,471,796 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,082 | $2,738,586 | |
| 5 | AUID |
authID Inc.
|
553,604 | $719,685 | |
| 6 | XYZ |
Block, Inc.
This page
|
6,780 | $408,020 | |
| 7 | NET |
Cloudflare, Inc.
|
1,882 | $388,331 | |
| 8 | APPN |
Appian Corp
|
13,500 | $325,485 |
All Filings in XYZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,020 | 6,780 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $353,829 | 5,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,189 | 4,555 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $343,211 | 1,431 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $309,565 | 5,910 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||