XYZ in the 13F filings
Block Inc · CUSIP 852234103
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 13 listed it in both
- Shares listed
- 79,439,536
- combined, among listed positions
- Reported value
- $6.8bn
- combined, at the quarter end
Among the 94 comparable managers: 13 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 Q4 2024
21 of 21 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
- MFS Investment Managementexisting position · 5,734,292 shares now+3,995,584
- Dragoneer Investment Group LLCexisting position · 5,132,752 shares now+1,759,585
- Baillie Gifford & Coexisting position · 11,167,806 shares now+934,704
- Bridgewater Associates LPexisting position · 1,230,006 shares now+834,309
- Voloridge Investment Management LLCnew position · 443,985 shares now+443,985
Reductions
- Lone Pine Capital LLCexisting position · 3,765,793 shares now-3,904,730
- ARK Investment Management LLCexisting position · 4,927,919 shares now-1,697,551
- Point72 Asset Management LPexisting position · 850,846 shares now-658,973
- Wellington Management Group LLPexisting position · 4,950,281 shares now-513,507
- Fidelity (FMR LLC)existing position · 22,623,285 shares now-394,855
New positions and exits
New (3)
Exited (1)
- D1 Capital Partners LPwas $110m
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 →