Position in XYZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,836,808
+$1,560,948 QoQ
Shares Held
89,958
+2.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#246
of 1,079 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026SWS Partners holds $22,598,606 across 5 Software - Infrastructure names. XYZ ranks #2 (30.3% of the industry book) .
All Filings in XYZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,836,808 | 89,958 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,275,860 | 87,668 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,832,737 | 74,247 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,160,511 | 43,732 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,924,997 | 43,059 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,273,764 | 41,851 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,831,951 | 33,321 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,752,061 | 40,996 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,598,126 | 24,781 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,068,150 | 24,452 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $901,591 | 11,656 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $524,215 | 11,844 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $783,129 | 11,764 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $815,767 | 11,883 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $689,857 | 10,978 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $593,287 | 10,789 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $658,728 | 10,718 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,449,970 | 10,693 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $655,730 | 4,060 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $950,006 | 3,961 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $947,163 | 3,885 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,770,990 | 7,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,865,827 | 8,573 | Shares | Sole | 2021-03-31 | |
| 2020-09-30 | $1,490,095 | 9,167 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $975,417 | 9,295 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $437,739 | 8,357 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||