DL
XYZ

Daniel Loeb’s Block Inc XYZ Stock Holding History

Daniel Loeb’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 		$194M Buy
+2,558,943
New +$180M 4.16% 10
2020
Q4 		– Sell
-800,000
Closed -$130M – 79
2020
Q3 		$130M Hold
800,000
– – 1.3% 25
2020
Q2 		$84M Buy
+800,000
New +$61.2M 1.15% 24

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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

Daniel Loeb's XYZ Position: Q2 2026 in Review

Daniel Loeb opened a new position in Block Inc (XYZ) in Q2 2026: 2,558,943 shares worth $194M. The stake represents 4.16% of the portfolio and ranks #10 among its holdings. This is a return to the name: Daniel Loeb previously reported a position in XYZ as recently as Q3 2020.

Daniel Loeb first reported a position in XYZ in Q2 2020 and has held it in 3 quarters since. 1,072 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Daniel Loeb held 2,558,943 shares of Block Inc worth $194M as of Q2 2026.
  • Block Inc was a new Daniel Loeb position in Q2 2026.
  • Block Inc made up 4.16% of Daniel Loeb's portfolio in Q2 2026, its #10 holding.
  • Daniel Loeb first reported a position in Block Inc in Q2 2020 and has held it in 3 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Third Point's 13F filing for Q2 2026, filed 14 Aug 2026.