XYZ in the 13F filings
Block Inc · CUSIP 852234103
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 13 listed it in both
- Shares listed
- 89,267,169
- combined, among listed positions
- Reported value
- $4.8bn
- combined, at the quarter end
Among the 95 comparable managers: 12 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing XYZ in Q1 2025
18 of 18 holders
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.
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 26,921,934 shares now+19,569,143
- Dragoneer Investment Group LLCexisting position · 9,235,205 shares now+4,102,453
- Tiger Global Management LLCnew position · 1,884,867 shares now+1,884,867
- Baillie Gifford & Coexisting position · 12,553,165 shares now+1,385,359
- Bridgewater Associates LPexisting position · 1,991,031 shares now+761,025
Reductions
- Fidelity (FMR LLC)existing position · 16,695,366 shares now-5,927,919
- Wellington Management Group LLPexisting position · 3,945,474 shares now-1,004,807
- ARK Investment Management LLCexisting position · 4,079,510 shares now-848,409
- Walleye Capital LLCexisting position · 433,458 shares now-97,579
- MFS Investment Managementexisting position · 5,698,776 shares now-35,516
New positions and exits
New (4)
Exited (3)
- Lone Pine Capital LLCwas $320m
- Tybourne Capital Management HK Ltdwas $5.0m
- PDT Partners LLCwas $3.8m
Ownership over time
Tracked managers listing it, at least.
| 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.
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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 →