HAM
XYZ

Hyperion Asset Management’s Block Inc XYZ Stock Holding History

Hyperion Asset Management’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 		$204M Buy
2,682,854
+172,848
+7% +$12.2M 5.4% 7
2026
Q1 		$151M Sell
2,510,006
-142,514
-5% -$8.67M 4.81% 9
2025
Q4 		$173M Buy
2,652,520
+492,755
+23% +$34M 4.82% 10
2025
Q3 		$156M Buy
2,159,765
+11,336
+0.5% +$849K 4.35% 11
2025
Q2 		$146M Sell
2,148,429
-691,565
-24% -$40.2M 4.61% 9
2025
Q1 		$154M Sell
2,839,994
-294,224
-9% -$22M 6.06% 8
2024
Q4 		$266M Buy
3,134,218
+321,569
+11% +$26.4M 8.83% 4
2024
Q3 		$189M Buy
2,812,649
+142,575
+5% +$9.21M 7.24% 6
2024
Q2 		$172M Buy
2,670,074
+421,025
+19% +$29.5M 7.11% 5
2024
Q1 		$190M Sell
2,249,049
-42,126
-2% -$3.05M 8% 5
2023
Q4 		$177M Buy
2,291,175
+248,787
+12% +$14.1M 7.29% 6
2023
Q3 		$90.4M Buy
2,042,388
+266,043
+15% +$16.5M 4.35% 8
2023
Q2 		$118M Buy
1,776,345
+127,370
+8% +$7.96M 5.32% 7
2023
Q1 		$113M Sell
1,648,975
-248,574
-13% -$18.6M 5.89% 7
2022
Q4 		$119M Sell
1,897,549
-56,505
-3% -$3.49M 7.74% 5
2022
Q3 		$107M Buy
1,954,054
+249,803
+15% +$17.7M 6.23% 5
2022
Q2 		$105M Sell
1,704,251
-389,697
-19% -$35.6M 6.12% 5
2022
Q1 		$284M Buy
2,093,948
+1,005,928
+92% +$122M 11.76% 3
2021
Q4 		$176M Buy
1,088,020
+132,240
+14% +$28.7M 6.91% 5
2021
Q3 		$229M Buy
955,780
+226,506
+31% +$58.2M 10.37% 2
2021
Q2 		$178M Buy
729,274
+21,470
+3% +$4.98M 9.95% 3
2021
Q1 		$161M Sell
707,804
-97,003
-12% -$22.7M 11.16% 2
2020
Q4 		$175M Buy
804,807
+17,485
+2% +$3.41M 12.41% 2
2020
Q3 		$128M Buy
787,322
+459,519
+140% +$64.9M 12.98% 3
2020
Q2 		$34.4M Buy
+327,803
New +$25.1M 4.82% 9

Other funds holding XYZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hyperion Asset Management's XYZ Position: Q2 2026 in Review

Hyperion Asset Management increased its Block Inc (XYZ) stake by 6.9% in Q2 2026, buying an estimated $12.2M and bringing the position to 2,682,854 shares worth $204M. The position accounts for 5.4% of the portfolio, ranked #7.

Hyperion Asset Management first reported a position in XYZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $284M in Q1 2022. 127 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Hyperion Asset Management held 2,682,854 shares of Block Inc worth $204M as of Q2 2026.
  • Hyperion Asset Management bought 172,848 Block Inc shares in Q2 2026, an estimated $12.2M.
  • Block Inc made up 5.4% of Hyperion Asset Management's portfolio in Q2 2026, its #7 holding.
  • Hyperion Asset Management first reported a position in Block Inc in Q2 2020 and has held it in 25 quarters since.
  • Hyperion Asset Management's Block Inc position peaked at $284M in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Hyperion Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.