David Shaw’s H&R Block HRB Stock Holding History

David Shaw’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	9,400 -8,600	-48%	-$300K	﹤0.01%	4336
2026 Q1	$571K	Sell	18,000 -27,400	-60%	-$955K	﹤0.01%	3783
2025 Q4	$1.98M	Buy	+45,400	New	+$2.12M	﹤0.01%	3063
2024 Q1	–	Sell	-144,500	Closed	-$6.99M	–	4505
2023 Q4	$6.99M	Buy	144,500 +800	+0.6%	+$35.7K	0.01%	1641
2023 Q3	$6.19M	Buy	143,700 +91,300	+174%	+$3.37M	0.01%	1639
2023 Q2	$1.67M	Sell	52,400 -186,400	-78%	-$6.02M	﹤0.01%	2744
2023 Q1	$8.42M	Buy	238,800 +80,000	+50%	+$2.96M	0.01%	1502
2022 Q4	$5.8M	Buy	158,800 +102,900	+184%	+$4.18M	0.01%	1953
2022 Q3	$2.38M	Buy	+55,900	New	+$2.37M	﹤0.01%	2847
2016 Q4	–	Sell	-69,700	Closed	-$1.61M	–	3505
2016 Q3	$1.61M	Buy	+69,700	New	+$1.63M	﹤0.01%	2077
2015 Q1	–	Sell	-50,000	Closed	-$1.68M	–	3778
2014 Q4	$1.68M	Sell	50,000 -40,000	-44%	-$1.28M	﹤0.01%	2412
2014 Q3	$2.79M	Sell	90,000 -45,000	-33%	-$1.47M	﹤0.01%	1972
2014 Q2	$4.53M	Buy	135,000 +50,000	+59%	+$1.49M	0.01%	1697
2014 Q1	$2.57M	Sell	85,000 -60,800	-42%	-$1.82M	﹤0.01%	2139
2013 Q4	$4.23M	Sell	145,800 -30,000	-17%	-$852K	0.01%	1832
2013 Q3	$4.69M	Hold	175,800	–	–	0.01%	1655
2013 Q2	$4.88M	Buy	+175,800	New	+$5.02M	0.01%	1382

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Shaw's HRB Position: Q2 2026 in Review

David Shaw reduced its H&R Block (HRB) stake by 37% in Q2 2026, selling an estimated $14.7M and leaving 708,067 shares worth $27M. The position accounts for 0.01% of the portfolio, ranked #1102.

David Shaw first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $148M in Q4 2019. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

David Shaw held 708,067 shares of H&R Block worth $27M as of Q2 2026.
David Shaw sold 420,602 H&R Block shares in Q2 2026, an estimated $14.7M.
H&R Block made up 0.01% of David Shaw's portfolio in Q2 2026, its #1102 holding.
David Shaw first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
David Shaw's H&R Block position peaked at $148M in Q4 2019.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.