Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$504,032
+$104,919 QoQ
Shares Held
6,632
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#563
of 1,073 holders
Holding Since
Dec 2025
3 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, 2026Wellington Grp LLC holds $8,754,032 across 7 Software - Infrastructure names. XYZ ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,039 | $4,490,787 | |
| 2 | ORCL |
Oracle Corp
|
19,150 | $2,806,432 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,451 | $519,298 | |
| 4 | XYZ |
Block, Inc.
This page
|
6,632 | $504,032 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
1,863 | $244,854 | |
| 6 | PANW |
Palo Alto Networks Inc
|
336 | $114,582 | |
| 7 | SNPS |
Synopsys Inc
|
166 | $74,047 |
All Filings in XYZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,032 | 6,632 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $399,113 | 6,632 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $301,952 | 4,639 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||