Atom Investors’s Block Inc XYZ Stock Holding History

Atom Investors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,618	Closed	-$278K	–	1050
2026 Q1	$278K	Buy	+4,618	New	+$281K	0.02%	561
2024 Q3	–	Sell	-13,796	Closed	-$890K	–	636
2024 Q2	$890K	Buy	+13,796	New	+$965K	0.09%	267
2023 Q3	–	Sell	-8,061	Closed	-$537K	–	518
2023 Q2	$537K	Buy	+8,061	New	+$504K	0.2%	103
2022 Q2	–	Sell	-11,066	Closed	-$1.5M	–	322
2022 Q1	$1.5M	Sell	11,066 -13,753	-55%	-$1.67M	0.7%	30
2021 Q4	$4.01M	Buy	+24,819	New	+$5.38M	0.67%	19
2020 Q4	–	Sell	-3,172	Closed	-$516K	–	601
2020 Q3	$516K	Buy	+3,172	New	+$448K	0.05%	256
2019 Q3	–	Sell	-146,273	Closed	-$10.6M	–	455
2019 Q2	$10.6M	Buy	146,273 +89,548	+158%	+$6.26M	0.69%	37
2019 Q1	$4.25M	Buy	56,725 +7,720	+16%	+$559K	0.36%	86
2018 Q4	$2.75M	Buy	+49,005	New	+$3.46M	0.27%	78

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Atom Investors's XYZ Position: Q2 2026 in Review

Atom Investors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,618 shares — an estimated $278K sold.

Atom Investors first reported a position in XYZ in Q4 2018 and held it in 9 quarters. The position peaked at $10.6M in Q2 2019. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Atom Investors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Atom Investors sold 4,618 Block Inc shares in Q2 2026, an estimated $278K.
Atom Investors first reported a position in Block Inc in Q4 2018 and held it in 9 quarters.
Atom Investors's Block Inc position peaked at $10.6M in Q2 2019.
1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.