Position in XYZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,521,088
+$4,001,670 QoQ
Shares Held
59,488
+645.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#287
of 1,073 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Derivatives in XYZ
reported options exposure · as of Jun 30, 2025CallValue
$5,434,400
CallShares
80,000
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, 2026Jefferies Financial Group Inc. holds $151,722,494 across 34 Software - Infrastructure names. XYZ ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
125,660 | $46,873,693 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
267,696 | $31,232,092 | |
| 3 | NET |
Cloudflare, Inc.
|
48,132 | $11,805,816 | |
| 4 | GDDY |
GoDaddy Inc.
|
101,740 | $8,635,691 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,335 | $6,934,641 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
210,635 | $5,390,149 | |
| 7 | XYZ |
Block, Inc.
This page
|
59,488 | $4,521,088 | |
| 8 | ORCL |
Oracle Corp
|
29,808 | $4,368,362 |
All Filings in XYZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,521,088 | 59,488 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $519,418 | 7,980 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $524,969 | 7,264 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,434,400 | 80,000 | Call | Defined | 2025-08-12 | |
| 2025-06-30 | $2,140,678 | 31,513 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $353,145 | 6,500 | Shares | Defined | 2025-05-08 | |
| 2024-09-30 | $895,379 | 13,338 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,492,842 | 54,161 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $12,898,000 | 200,000 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $3,761,610 | 44,474 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $27,150,180 | 321,000 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $943,747 | 12,201 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $10,465,985 | 236,466 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,266,775 | 34,051 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $5,325,600 | 80,000 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $686,500 | 10,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $18,810 | 274 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,953,291 | 46,997 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $8,257,176 | 131,400 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||