Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$354,631,580
+$117,988,537 QoQ
Shares Held
4,666,205
+18.7% QoQ
Ownership
0.777%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#18
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Derivatives in XYZ
reported options exposure · as of Mar 31, 2026CallValue
$694,236
CallShares
11,536
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $24,953,039,825 across 62 Software - Infrastructure names. XYZ ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,603,820 | $17,757,176,933 | |
| 2 | NET |
Cloudflare, Inc.
|
4,048,753 | $993,078,133 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,774,225 | $946,066,205 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,150,519 | $600,911,048 | |
| 5 | NTAP |
NetApp, Inc.
|
3,860,019 | $597,376,537 | |
| 6 | ORCL |
Oracle Corp
|
3,436,341 | $503,595,771 | |
| 7 | XYZ |
Block, Inc.
This page
|
4,666,205 | $354,631,580 | |
| 8 | CPAY |
Corpay, Inc.
|
920,505 | $306,776,700 |
All Filings in XYZ
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,631,580 | 4,666,205 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $694,236 | 11,536 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $236,643,043 | 3,932,254 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $365,087,790 | 5,608,969 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $360,174,670 | 4,983,737 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $1,069,523 | 14,799 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $375,534,019 | 5,528,250 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $214,357,599 | 3,945,474 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $484,188 | 5,697 | Put | Defined | 2025-02-12 | |
| 2024-12-31 | $420,724,379 | 4,950,281 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $366,784,083 | 5,463,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $468,842 | 7,270 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $341,171,314 | 5,290,298 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $723,853,482 | 8,558,211 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $662,464,536 | 8,564,506 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $492,672,529 | 11,131,327 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,104,610,119 | 16,593,212 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $963,240,434 | 14,031,179 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $843,788,997 | 13,427,578 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $653,484,603 | 11,883,699 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $696,528,633 | 11,333,040 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,169,001,359 | 8,620,954 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $663,440,276 | 4,107,735 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $642,944,840 | 2,680,724 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $853,784,915 | 3,501,989 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $991,457,641 | 4,366,693 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,349,970,858 | 6,202,770 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,150,897,398 | 7,080,267 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,133,374,031 | 10,800,210 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $537,158,468 | 10,255,030 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||