XYZ in the 13F filings

Block Inc · CUSIP 852234103

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Financial services· L3VLUP-defined Theme · Prepackaged software

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 35; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 16 listed it in both
Shares listed: 113,639,261; combined, among listed positions
Reported value: $7.4bn; combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,109,881.

Managers listing XYZ in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

35 of 35 holders

				Action		Filing
T. Rowe Price Associates Inc	43,093,016	$2.8bn	0.30%	Trimmed	-4,937,817	17 Feb 2026 (the filing on sec.gov)
Capital World Investors	16,023,441	$1.0bn	0.14%	Added	+4,727,217	11 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co	9,875,845	$643m	0.53%	Trimmed	-1,779,458	23 Jan 2026 (the filing on sec.gov)
Tiger Global Management LLC	6,364,840	$414m	1.39%	Added	+1,941,528	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	5,879,057	$383m	under 0.1%	Added	+507,229	17 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP	5,608,969	$365m	0.06%	Added	+625,232	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	5,299,033	$345m	under 0.1%	Added	+1,520,735	19 Feb 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC	4,978,155	$324m	7.07%	Trimmed	-1,571,592	17 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC	3,371,456	$219m	1.46%	Added	+698,041	11 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP	3,111,369	$203m	0.23%	Trimmed	-1,446,967	17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	2,069,210	$135m	0.12%	Added	+30,944	13 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP	1,330,153	$87m	0.32%	Added	+1,204,772	13 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	927,496	$60m	0.08%	Added	+156,065	17 Feb 2026 (the filing on sec.gov)
Glenview Capital Management LLC	851,493	$55m	1.13%	Added	+529,174	17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	770,011	$50m	under 0.1%	Trimmed	-387,319	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	581,898	$38m	under 0.1%	Trimmed	-3,493,169	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	555,793	$36m	under 0.1%	Trimmed	-93,026	17 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP	526,773	$34m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP	502,560	$33m	0.47%	New	new	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	426,915	$28m	under 0.1%	Added	+364,694	12 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP	287,093	$19m	0.14%	New	new	17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC	187,088	$12m	under 0.1%	Added	+21,778	13 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	164,945	$11m	under 0.1%	Added	+30,225	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	157,480	$10m	under 0.1%	Trimmed	-1,509,611	22 Jan 2026 (the filing on sec.gov)
D. E. Shaw & Co.	113,200	$7.4m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)

Page 1 of 2

What managers have written about XYZ

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Square's 2015 IPO note from Jack Dorsey · Square (now Block) · 14 Oct 2015 · The writer’s own company

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Capital World Investorsexisting position · 16,023,441 shares now+4,727,217
Tiger Global Management LLCexisting position · 6,364,840 shares now+1,941,528
Invesco Ltdexisting position · 5,299,033 shares now+1,520,735
Bridgewater Associates LPexisting position · 1,330,153 shares now+1,204,772
ARK Investment Management LLCexisting position · 3,371,456 shares now+698,041

Reductions

T. Rowe Price Associates Incexisting position · 43,093,016 shares now-4,937,817
Citadel Advisors LLCexisting position · 581,898 shares now-3,493,169
Baillie Gifford & Coexisting position · 9,875,845 shares now-1,779,458
Dragoneer Investment Group LLCexisting position · 4,978,155 shares now-1,571,592
MFS Investment Managementexisting position · 157,480 shares now-1,509,611

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (5)

Appaloosa LPwas $27m
ExodusPoint Capital Management LPwas $7.2m
Brevan Howard Capital Management LPwas $1.8m
GAMCO Investors Incwas $212k
Acadian Asset Management LLCwas $122k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

18 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

XYZ by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q4 2015	4	$175m	n.a.	n.a.
Q1 2016	5	$217m	n.a.	n.a.
Q2 2016	8	$124m	n.a.	n.a.
Q3 2016	6	$257m	n.a.	n.a.
Q4 2016	12	$402m	n.a.	n.a.
Q1 2017	13	$679m	n.a.	n.a.
Q2 2017	15	$1.5bn	n.a.	n.a.
Q3 2017	15	$1.7bn	n.a.	n.a.
Q4 2017	15	$1.7bn	n.a.	n.a.
Q1 2018	11	$2.5bn	n.a.	n.a.
Q2 2018	14	$3.2bn	n.a.	n.a.
Q3 2018	16	$5.1bn	n.a.	n.a.
Q4 2018	20	$2.4bn	n.a.	n.a.
Q1 2019	23	$2.7bn	n.a.	n.a.
Q2 2019	20	$3.3bn	n.a.	n.a.
Q3 2019	18	$3.9bn	n.a.	n.a.
Q4 2019	19	$4.0bn	n.a.	n.a.
Q1 2020	19	$3.4bn	n.a.	n.a.
Q2 2020	32	$7.0bn	n.a.	n.a.
Q3 2020	30	$11.0bn	n.a.	n.a.
Q4 2020	38	$14.8bn	n.a.	n.a.
Q1 2021	29	$13.9bn	n.a.	n.a.
Q2 2021	32	$14.8bn	n.a.	n.a.
Q3 2021	26	$15.9bn	n.a.	n.a.
Q4 2021	29	$10.7bn	n.a.	n.a.
Q1 2022	28	$11.3bn	n.a.	n.a.
Q2 2022	23	$4.8bn	n.a.	n.a.
Q3 2022	26	$4.4bn	n.a.	n.a.
Q4 2022	26	$5.7bn	n.a.	n.a.
Q1 2023	24	$7.1bn	n.a.	n.a.
Q2 2023	29	$7.1bn	n.a.	n.a.
Q3 2023	22	$4.1bn	n.a.	n.a.
Q4 2023	27	$7.2bn	18	12
Q1 2024	21	$8.0bn	13	10
Q2 2024	21	$4.7bn	13	11
Q3 2024	18	$4.6bn	11	6
Q4 2024	21	$6.8bn	13	9
Q1 2025	18	$4.8bn	12	9
Q2 2025	27	$8.3bn	19	8
Q3 2025	19	$7.5bn	7	15
Q4 2025	16	$6.8bn	21	18
Q1 2026	16	$6.4bn	18	20
Q2 2026	21	$7.7bn	27	14

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

XYZ and GOOGL →XYZ and AMZN →XYZ and MSFT →Choose a stock to compare with XYZ →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own XYZ, latest filings →Back to the 13F Explorer →

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