Holocene Advisors
XYZ

Holocene Advisors’s Block Inc XYZ Stock Holding History

Holocene Advisors’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 		$2.8M Buy
+46,486
New +$2.83M 0.01% 516
2024
Q4 		– Sell
-80,125
Closed -$5.38M – 910
2024
Q3 		$5.38M Buy
80,125
+48,438
+153% +$3.13M 0.02% 333
2024
Q2 		$2.04M Buy
+31,687
New +$2.22M 0.01% 515
2023
Q3 		– Sell
-3,623,037
Closed -$241M – 905
2023
Q2 		$241M Buy
3,623,037
+1,847,189
+104% +$115M 1.03% 15
2023
Q1 		$122M Buy
1,775,848
+275,158
+18% +$20.6M 0.6% 50
2022
Q4 		$94.3M Buy
+1,500,690
New +$92.6M 0.58% 59
2022
Q2 		– Sell
-61,564
Closed -$8.35M – 1034
2022
Q1 		$8.35M Sell
61,564
-4,304
-7% -$521K 0.04% 226
2021
Q4 		$10.6M Buy
+65,868
New +$14.3M 0.06% 223
2021
Q2 		– Sell
-168,363
Closed -$38.2M – 957
2021
Q1 		$38.2M Sell
168,363
-109,533
-39% -$25.6M 0.24% 123
2020
Q4 		$60.5M Sell
277,896
-120,973
-30% -$23.6M 0.38% 85
2020
Q3 		$64.8M Sell
398,869
-259,239
-39% -$36.6M 0.49% 61
2020
Q2 		$69.1M Buy
658,108
+523,105
+387% +$40M 0.61% 54
2020
Q1 		$7.07M Sell
135,003
-1,219,915
-90% -$83.4M 0.08% 168
2019
Q4 		$84.8M Buy
1,354,918
+1,029,971
+317% +$65.8M 0.76% 42
2019
Q3 		$20.1M Buy
+324,947
New +$22.1M 0.21% 110
2019
Q2 		– Sell
-288,919
Closed -$21.6M – 760
2019
Q1 		$21.6M Buy
+288,919
New +$20.9M 0.33% 82

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holocene Advisors's XYZ Position: Q1 2026 in Review

Holocene Advisors opened a new position in Block Inc (XYZ) in Q1 2026: 46,486 shares worth $2.8M. The stake represents 0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in XYZ as recently as Q3 2024.

Holocene Advisors first reported a position in XYZ in Q1 2019 and has held it in 16 quarters since. The position peaked at $241M in Q2 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Holocene Advisors held 46,486 shares of Block Inc worth $2.8M as of Q1 2026.
  • Block Inc was a new Holocene Advisors position in Q1 2026.
  • Block Inc made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #516 holding.
  • Holocene Advisors first reported a position in Block Inc in Q1 2019 and has held it in 16 quarters since.
  • Holocene Advisors's Block Inc position peaked at $241M in Q2 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.