Iconiq Capital’s Block Inc XYZ Stock Holding History

Iconiq Capital’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
2025 Q1	–	Sell	-3,024	Closed	-$257K	–	426
2024 Q4	$257K	Buy	+3,024	New	+$248K	﹤0.01%	270
2022 Q1	–	Sell	-1,483	Closed	-$240K	–	75
2021 Q4	$240K	Buy	1,483 +612	+70%	+$133K	﹤0.01%	69
2021 Q3	$208K	Sell	871 -89	-9%	-$22.9K	﹤0.01%	72
2021 Q2	$234K	Hold	960	–	–	﹤0.01%	65
2021 Q1	$218K	Buy	+960	New	+$225K	﹤0.01%	62

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Iconiq Capital's XYZ Position: Q1 2025 in Review

Iconiq Capital sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,024 shares — an estimated $257K sold.

Iconiq Capital first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $257K in Q4 2024. 1,016 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Iconiq Capital reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Iconiq Capital sold 3,024 Block Inc shares in Q1 2025, an estimated $257K.
Iconiq Capital first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
Iconiq Capital's Block Inc position peaked at $257K in Q4 2024.
1,016 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Iconiq Capital's 13F filing for Q1 2025, filed 14 May 2025.