ICM
XYZ

Invenomic Capital Management’s Block Inc XYZ Stock Holding History

Invenomic Capital 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
2025
Q2 		– Sell
-91,993
Closed -$5M – 203
2025
Q1 		$5M Sell
91,993
-20,302
-18% -$1.52M 0.25% 113
2024
Q4 		$9.54M Buy
112,295
+43,979
+64% +$3.61M 0.45% 70
2024
Q3 		$4.59M Sell
68,316
-4,601
-6% -$297K 0.25% 104
2024
Q2 		$4.7M Buy
+72,917
New +$5.1M 0.23% 106
2023
Q4 		– Sell
-39,695
Closed -$1.76M – 203
2023
Q3 		$1.76M Buy
+39,695
New +$2.46M 0.07% 131

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invenomic Capital Management's XYZ Position: Q2 2025 in Review

Invenomic Capital Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 91,993 shares — an estimated $5M sold.

Invenomic Capital Management first reported a position in XYZ in Q3 2023 and held it in 5 quarters. The position peaked at $9.54M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Invenomic Capital Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Invenomic Capital Management sold 91,993 Block Inc shares in Q2 2025, an estimated $5M.
  • Invenomic Capital Management first reported a position in Block Inc in Q3 2023 and held it in 5 quarters.
  • Invenomic Capital Management's Block Inc position peaked at $9.54M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Invenomic Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.