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 2023; the date the book describes
Filed: 5 Nov 2026; latest of these filings; the earliest 17 Jan 2024
Managers listing it: 27; at least, of 95 tracked, among listed positions
Comparable managers: 93; filed both Q3 2023 and Q4 2023; 18 listed it in both
Shares listed: 93,641,579; combined, among listed positions
Reported value: $7.2bn; combined, at the quarter end

Among the 93 comparable managers: 18 buyers (opened or added shares) and 12 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, 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

27 of 27 holders

				Action		Filing
Fidelity (FMR LLC)	22,150,195	$1.7bn	0.13%	Added	+1,395,311	5 Nov 2026 (the filing on sec.gov)
Capital World Investors	12,513,788	$968m	0.17%	Added	+212,218	13 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC	11,887,628	$920m	5.44%	Added	+1,000,514	17 Jan 2024 (the filing on sec.gov)
Wellington Management Group LLP	8,564,506	$662m	0.12%	Trimmed	-2,566,821	12 Feb 2024 (the filing on sec.gov)
Lone Pine Capital LLC	6,606,269	$511m	4.42%	Added	+2,720,123	14 Feb 2024 (the filing on sec.gov)
Dragoneer Investment Group LLC	6,198,016	$479m	10.41%	Trimmed	-2,773,911	14 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co	5,935,002	$459m	0.36%	Added	+5,771,310	26 Jan 2024 (the filing on sec.gov)
Citadel Advisors LLC	3,610,769	$279m	0.06%	Added	n.a.	14 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP	3,094,876	$239m	0.55%	Added	+1,460,619	14 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP	3,076,207	$238m	0.56%	New	new	14 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC	2,531,831	$196m	0.05%	Added	+734,216	15 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC	2,528,977	$196m	0.77%	Added	+905,427	14 Feb 2024 (the filing on sec.gov)
Millennium Management LLC	1,243,161	$96m	under 0.1%	Added	n.a.	14 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.	1,175,035	$91m	0.08%	Added	n.a.	14 Feb 2024 (the filing on sec.gov)
D1 Capital Partners LP	943,357	$73m	1.28%	Trimmed	-1,427,000	14 Feb 2024 (the filing on sec.gov)
Coatue Management LLC	536,355	$41m	0.17%	Trimmed	-296,999	14 Feb 2024 (the filing on sec.gov)
Man Group PLC	303,150	$23m	0.07%	Trimmed	-129,447	14 Feb 2024 (the filing on sec.gov)
Davidson Kempner Capital Management LP	200,000	$15m	0.24%	Added	+55,000	14 Feb 2024 (the filing on sec.gov)
Moore Capital Management LP	142,960	$11m	0.19%	New	new	14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	129,293	$10m	0.07%	Trimmed	-59,728	14 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP	119,800	$9.3m	0.06%	Trimmed	-20,200	14 Feb 2024 (the filing on sec.gov)
Scion Asset Management LLC	50,000	$3.9m	4.09%	New	new	16 Feb 2024 (the filing on sec.gov)
Tybourne Capital Management HK Ltd	39,057	$3.0m	0.45%	Added	+13,587	14 Feb 2024 (the filing on sec.gov)
PDT Partners LLC	35,400	$2.7m	0.30%	New	new	14 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP	12,682	$981k	0.06%	Trimmed	-43,105	14 Feb 2024 (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 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Baillie Gifford & Coexisting position · 5,935,002 shares now+5,771,310
Two Sigma Advisers LPnew position · 3,076,207 shares now+3,076,207
Lone Pine Capital LLCexisting position · 6,606,269 shares now+2,720,123
Two Sigma Investments LPexisting position · 3,094,876 shares now+1,460,619
Fidelity (FMR LLC)existing position · 22,150,195 shares now+1,395,311

Reductions

Dragoneer Investment Group LLCexisting position · 6,198,016 shares now-2,773,911
Wellington Management Group LLPexisting position · 8,564,506 shares now-2,566,821
D1 Capital Partners LPexisting position · 943,357 shares now-1,427,000
Coatue Management LLCexisting position · 536,355 shares now-296,999
Man Group PLCexisting position · 303,150 shares now-129,447

New positions and exits

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

New (5)

Exited (3)

Viking Global Investors LPwas $545m
Farallon Capital Management LLCwas $103m
Maverick Capital Ltdwas $42m

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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