Position in XYZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$249,673,452
+$60,227,536 QoQ
Shares Held
3,285,177
+4.4% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#25
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 15%
None 11%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $19,985,905,406 across 84 Software - Infrastructure names. XYZ ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,610,857 | $11,418,461,876 | |
| 2 | ORCL |
Oracle Corp
|
8,911,911 | $1,306,040,554 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,285,254 | $658,300,717 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,960,053 | $462,019,381 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,310,622 | $446,948,312 | |
| 6 | NTAP |
NetApp, Inc.
|
2,220,548 | $343,652,007 | |
| 7 | AKAM |
Akamai Technologies Inc
|
2,597,753 | $307,080,379 | |
| 8 | TWLO |
Twilio Inc
|
1,435,153 | $296,115,117 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,673,452 | 3,285,177 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $189,445,916 | 3,147,988 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $202,356,737 | 3,108,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $222,416,777 | 3,077,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $173,668,614 | 2,556,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $127,959,318 | 2,355,224 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $190,262,266 | 2,238,643 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $145,786,689 | 2,171,707 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $139,152,197 | 2,157,733 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $154,890,420 | 1,831,289 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $133,391,620 | 1,724,520 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,505,597 | 1,389,643 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $85,198,281 | 1,279,830 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $59,275,772 | 863,449 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,109,989 | 654,201 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $28,734,747 | 522,545 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $23,889,807 | 388,705 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $37,739,785 | 278,317 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $45,669,536 | 282,766 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $67,408,710 | 281,057 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,965,967 | 286,981 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $66,366,715 | 292,300 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $67,060,107 | 308,124 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $47,716,064 | 293,547 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $29,853,226 | 284,479 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,784,844 | 263,170 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||