Position in XYZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,360,000
+$8,134,551 QoQ
Shares Held
110,000
+11602.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#230
of 1,079 holders
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $42,356,868 across 7 Software - Infrastructure names. XYZ ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CORZ |
Core Scientific, Inc./tx
|
476,176 | $12,185,343 | |
| 2 | EEFT |
Euronet Worldwide, Inc.
|
147,500 | $10,795,525 | |
| 3 | XYZ |
Block, Inc.
This page
|
110,000 | $8,360,000 | |
| 4 | RELY |
Remitly Global, Inc.
|
250,000 | $5,602,500 | |
| 5 | SNPS |
Synopsys Inc
|
10,000 | $4,460,700 | |
| 6 | KDK |
Kodiak AI, Inc.
|
140,000 | $711,200 | |
| 7 | PAY |
Paymentus Holdings, Inc.
|
10,000 | $241,600 |
All Filings in XYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,360,000 | 110,000 | Shares | Sole | 2026-08-12 | |
| 2021-09-30 | $225,449 | 940 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,438,000 | 10,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,270,500 | 10,000 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||