Corient IA LLC

Position in XYZ — Block, Inc.

CIK 2058426 MIAMI, FL

Position in XYZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$154,280

+$32,115 QoQ

Shares Held

2,030

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#777

of 1,079 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Corient IA LLC holds $5,335,140 across 6 Software - Infrastructure names. XYZ ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	7,910	$2,697,468
2	MSFT	Microsoft Corp	3,250	$1,212,315
3	FTNT	Fortinet, Inc.	5,650	$867,953
4	FFIV	F5, Inc.	630	$262,054
5	XYZ	Block, Inc. This page	2,030	$154,280
6	IOT	Samsara Inc.	4,350	$141,070

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,280	2,030	0.0%	Shares	Sole	2026-08-12
2026-03-31	$122,165	2,030	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.