ILCM
XYZ

Ivy Lane Capital Management’s Block Inc XYZ Stock Holding History

Ivy Lane 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
-100,000
Closed -$5.43M – 17
2025
Q1 		$5.43M Buy
+100,000
New +$7.46M 3.27% 10
2023
Q3 		– Sell
-54,000
Closed -$3.59M – 15
2023
Q2 		$3.59M Buy
+54,000
New +$3.37M 2.65% 14

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

Ivy Lane Capital Management's XYZ Position: Q2 2025 in Review

Ivy Lane Capital Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 100,000 shares — an estimated $5.43M sold.

Ivy Lane Capital Management first reported a position in XYZ in Q2 2023 and held it in 2 quarters. The position peaked at $5.43M in Q1 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Ivy Lane Capital Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Ivy Lane Capital Management sold 100,000 Block Inc shares in Q2 2025, an estimated $5.43M.
  • Ivy Lane Capital Management first reported a position in Block Inc in Q2 2023 and held it in 2 quarters.
  • Ivy Lane Capital Management's Block Inc position peaked at $5.43M in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

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