BLOCK INC XYZ

US Technology Services-Prepackaged Software
$78.83
+2.2%
52w: $49.09 – $81.11

Latest 13F among current holders filed 4 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
49.0965.1081.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
988
-38 QoQ
13F value
$25.84B
-9.9% QoQ
Smart-money holders
69
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
0.9×
$773.7M calls / $867.0M puts

Institutional value by quarter

$38.47B
Q1 2024
$25.95B
Q2 2024
$26.84B
Q3 2024
$33.98B
Q4 2024
$21.97B
Q1 2025
$28.32B
Q2 2025
$31.65B
Q3 2025
$28.68B
Q4 2025
$25.84B
Q1 2026

Number of holders

1.1K
Q1 2024
1.0K
Q2 2024
996
Q3 2024
1.1K
Q4 2024
1.0K
Q1 2025
990
Q2 2025
1.0K
Q3 2025
1.0K
Q4 2025
988
Q1 2026

Who owns XYZ?

Q1 2026 filings
FundTypeSharesValue% of fundChange
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical45.2M$2.72B0.3%+4.9%
BlackRock, Inc. Index provider42.2M$2.54B0.0%+0.9%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical35.6M$2.14B0.1%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical25.7M$1.54B0.1%
STATE STREET CORP Index provider23.1M$1.39B0.0%+0.4%
Capital World Investors Long only active20.6M$1.24B0.2%+28.6%
MORGAN STANLEY Bank broker15.9M$955.7M0.1%-12.6%
GEODE CAPITAL MANAGEMENT, LLC Index provider14.7M$882.2M0.1%+2.1%
LOOMIS SAYLES & CO L P Other7.4M$446.8M0.6%-1.3%
AMERIPRISE FINANCIAL INC Bank broker6.9M$413.3M0.1%+7.7%
Point72 Asset Management, L.P. Multistrat pod6.3M$379.0M0.7%+102.4%
CITADEL ADVISORS LLC Multistrat pod6.3M$378.4M0.3%+980.5%
BANK OF AMERICA CORP /DE/ Bank broker6.1M$364.1M0.0%+12.1%
Invesco Ltd. Index provider5.5M$332.2M0.1%+4.2%
SANDS CAPITAL MANAGEMENT, LLC ★2Fundamental diversified5.5M$331.6M1.3%-7.1%
NORTHERN TRUST CORP Index provider4.7M$283.9M0.0%+5.3%
Contour Asset Management LLC ★2Fundamental concentrated4.5M$272.9M8.9%-2.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider4.4M$265.5M0.0%+5.6%
TIGER GLOBAL MANAGEMENT LLC ★2Fundamental diversified4.0M$240.7M1.1%-37.2%
PointState Capital LP ★2Fundamental concentrated4.0M$239.4M5.6%+93.4%
WELLINGTON MANAGEMENT GROUP LLP Long only active3.9M$236.6M0.0%-29.9%
UBS Group AG Bank broker3.6M$216.3M0.0%+16.5%
Legal & General Group Plc Diversified mechanical3.4M$207.5M0.0%+10.7%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb3.3M$199.2M0.1%+528.2%
Carmignac Gestion ★2Fundamental diversified3.2M$194.6M3.0%-5.4%
FMR LLC Long only active3.2M$192.2M0.0%-45.7%
DIMENSIONAL FUND ADVISORS LP Quant stat arb3.1M$189.4M0.0%+1.3%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical3.1M$187.0M0.0%
ARK Investment Management LLC ★2Long only active3.1M$186.2M1.4%-8.2%
Dragoneer Investment Group, LLC ★3Fundamental concentrated2.9M$175.6M5.9%-41.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker2.9M$173.4M0.0%+6.7%
JPMORGAN CHASE & CO Bank broker3.0M$171.6M0.0%+411.4%
Amova Asset Management Americas, Inc. ★2Fundamental diversified2.8M$171.2M2.4%-1.8%
Bank of New York Mellon Corp Diversified mechanical2.8M$167.8M0.0%-8.3%
GOLDMAN SACHS GROUP INC Bank broker2.7M$164.9M0.0%+38.5%
BAILLIE GIFFORD & CO ★2Long only active2.7M$160.5M0.2%-73.0%
Sumitomo Mitsui Trust Group, Inc. Diversified mechanical2.6M$157.9M0.1%+1.0%
Hyperion Asset Management Ltd ★3Fundamental concentrated2.5M$151.1M4.8%-5.4%
Evergreen Quality Fund GP, Ltd. ★2Fundamental concentrated1.9M$112.6M2.6%Held
Clearbridge Investments, LLC Other1.8M$109.7M0.1%+23.3%
Swiss National Bank Index provider1.6M$96.7M0.1%+6.7%
FIL Ltd Other1.6M$94.3M0.1%-7.8%
DEUTSCHE BANK AG\ Bank broker1.6M$94.2M0.0%-11.3%
Amundi Diversified mechanical1.5M$88.7M0.0%-6.2%
Nuveen, LLC Diversified mechanical1.5M$87.5M0.0%-6.9%
Ribbit Management Company, LLC ★3Fundamental concentrated1.4M$86.1M5.1%+23.2%
ROYAL BANK OF CANADA Bank broker1.4M$84.1M0.0%-2.0%
GLENVIEW CAPITAL MANAGEMENT, LLC ★2Fundamental diversified1.4M$82.1M2.2%+60.2%
BARCLAYS PLC Bank broker1.3M$80.4M0.0%-5.9%
BNP PARIBAS FINANCIAL MARKETS Bank broker1.3M$76.7M0.1%-36.3%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.