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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atom Investors's XYZ Position: Q1 2026 in Review

Atom Investors opened a new position in Block Inc (XYZ) in Q1 2026: 4,618 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #561 among its holdings. This is a return to the name: Atom Investors previously reported a position in XYZ as recently as Q2 2024.

Atom Investors first reported a position in XYZ in Q4 2018 and has held it in 9 quarters since. The position peaked at $10.6M in Q2 2019. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Atom Investors held 4,618 shares of Block Inc worth $278K as of Q1 2026.
Block Inc was a new Atom Investors position in Q1 2026.
Block Inc made up 0.02% of Atom Investors's portfolio in Q1 2026, its #561 holding.
Atom Investors first reported a position in Block Inc in Q4 2018 and has held it in 9 quarters since.
Atom Investors's Block Inc position peaked at $10.6M in Q2 2019.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.