Position in XYZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,890,888
+$666,515 QoQ
Shares Held
38,038
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#341
of 1,073 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. XYZ ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,296 | $145,588,213 | |
| 2 | PANW |
Palo Alto Networks Inc
|
85,818 | $29,265,654 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
238,173 | $27,787,643 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
106,132 | $20,248,393 | |
| 5 | ORCL |
Oracle Corp
|
58,583 | $8,585,338 | |
| 6 | OKTA |
Okta, Inc.
|
30,200 | $4,120,790 | |
| 7 | XYZ |
Block, Inc.
This page
|
38,038 | $2,890,888 | |
| 8 | CRWV |
CoreWeave, Inc.
|
20,508 | $2,041,366 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,888 | 38,038 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $2,224,373 | 36,962 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $754,718 | 11,595 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $984,461 | 13,622 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,040,483 | 15,317 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $946,808 | 17,427 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,823,545 | 21,456 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,109,927 | 16,534 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,445,672 | 22,417 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $2,289,834 | 27,073 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,999,730 | 77,566 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,946,997 | 43,990 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,056,428 | 45,913 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,084,650 | 44,933 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,501,094 | 39,801 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,759,899 | 32,004 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,504,294 | 24,476 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,561,398 | 26,264 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,437,164 | 27,473 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,000,291 | 16,679 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $3,862,279 | 15,842 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,266,257 | 5,577 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,208,990 | 5,555 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $875,819 | 5,388 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $872,681 | 8,316 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $546,847 | 10,440 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||