Position in XYZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$742,444
+$119,341 QoQ
Shares Held
9,769
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#516
of 1,079 holders
Holding Since
Mar 2020
26 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, 2026Intellectus Partners, LLC holds $30,535,654 across 15 Software - Infrastructure names. XYZ ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,053 | $8,226,210 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,788 | $6,975,465 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,725 | $4,680,499 | |
| 4 | VRNS |
Varonis Systems Inc
|
97,576 | $4,094,288 | |
| 5 | ORCL |
Oracle Corp
|
12,474 | $1,828,064 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,592 | $1,066,869 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
16,765 | $815,449 | |
| 8 | XYZ |
Block, Inc.
This page
|
9,769 | $742,444 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,444 | 9,769 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $623,103 | 10,354 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $662,811 | 10,183 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $675,001 | 9,340 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $883,565 | 13,007 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,025,044 | 18,867 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,619,399 | 19,054 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,024,672 | 15,264 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $986,954 | 15,304 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,021,800 | 23,904 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,173,921 | 28,105 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,247,468 | 28,185 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,673,902 | 25,145 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,519,155 | 22,129 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,586,647 | 25,249 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,090,671 | 19,834 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,191,463 | 19,386 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,131,767 | 15,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,348,678 | 14,542 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,616,654 | 10,910 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,388,021 | 9,795 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,235,307 | 9,845 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,215,575 | 10,180 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,776,671 | 10,930 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,453,943 | 13,855 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $883,493 | 16,867 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||