Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$919,068
+$316,337 QoQ
Shares Held
12,093
+45.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#481
of 1,079 holders
Holding Since
Sep 2020
13 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, 2026Neo Ivy Capital Management holds $19,221,965 across 17 Software - Infrastructure names. XYZ ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,493 | $4,957,658 | |
| 2 | PATH |
UiPath, Inc.
|
188,962 | $2,054,016 | |
| 3 | EEFT |
Euronet Worldwide, Inc.
|
24,743 | $1,810,940 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,875 | $1,321,452 | |
| 5 | NTAP |
NetApp, Inc.
|
7,950 | $1,230,342 | |
| 6 | ATEN |
A10 Networks, Inc.
|
28,494 | $1,064,535 | |
| 7 | NTCT |
Netscout Systems Inc
|
22,157 | $964,937 | |
| 8 | XYZ |
Block, Inc.
This page
|
12,093 | $919,068 |
All Filings in XYZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,068 | 12,093 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $602,731 | 8,340 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $431,015 | 6,345 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,670,536 | 49,154 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $338,200 | 5,038 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $112,544 | 1,455 | Shares | Sole | 2024-02-26 | |
| 2022-12-31 | $479,594 | 7,632 | Shares | Sole | 2023-03-27 | |
| 2022-06-30 | $147,073 | 2,393 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $77,020 | 568 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $634,088 | 3,926 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $31,332 | 138 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $58,762 | 270 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,421 | 181 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||