JG
XYZ

Joel Greenblatt’s Block Inc XYZ Stock Holding History

Joel Greenblatt’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 		$28.2M Buy
370,862
+12,500
+3% +$879K 0.07% 433
2026
Q1 		$21.6M Buy
358,362
+57,482
+19% +$3.5M 0.07% 432
2025
Q4 		$19.6M Buy
300,880
+153,526
+104% +$10.6M 0.07% 401
2025
Q3 		$10.6M Buy
147,354
+99,570
+208% +$7.45M 0.05% 552
2025
Q2 		$3.25M Buy
47,784
+35,245
+281% +$2.05M 0.02% 780
2025
Q1 		$681K Sell
12,539
-7,706
-38% -$575K 0.01% 1128
2024
Q4 		$1.72M Sell
20,245
-34,861
-63% -$2.86M 0.02% 755
2024
Q3 		$3.7M Buy
55,106
+43,813
+388% +$2.83M 0.04% 573
2024
Q2 		$728K Sell
11,293
-5,123
-31% -$358K 0.01% 972
2024
Q1 		$1.39M Sell
16,416
-3,999
-20% -$289K 0.02% 752
2023
Q4 		$1.58M Buy
+20,415
New +$1.15M 0.03% 679
2022
Q1 		– Sell
-4,962
Closed -$801K – 1264
2021
Q4 		$801K Sell
4,962
-5,774
-54% -$1.25M 0.03% 606
2021
Q3 		$2.58M Buy
+10,736
New +$2.76M 0.1% 253
2021
Q1 		– Sell
-6,930
Closed -$1.51M – 1111
2020
Q4 		$1.51M Buy
6,930
+1,596
+30% +$311K 0.05% 417
2020
Q3 		$867K Sell
5,334
-40,549
-88% -$5.73M 0.03% 581
2020
Q2 		$4.82M Sell
45,883
-58,614
-56% -$4.49M 0.14% 195
2020
Q1 		$5.47M Sell
104,497
-77,323
-43% -$5.29M 0.15% 199
2019
Q4 		$11.4M Buy
+181,820
New +$11.6M 0.21% 132
2019
Q2 		– Sell
-10,564
Closed -$791K – 1309
2019
Q1 		$791K Buy
+10,564
New +$766K 0.01% 718
2017
Q3 		– Sell
-25,599
Closed -$601K – 1069
2017
Q2 		$601K Buy
+25,599
New +$529K 0.01% 713
2017
Q1 		– Sell
-18,995
Closed -$259K – 1122
2016
Q4 		$259K Buy
+18,995
New +$236K ﹤0.01% 838

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Joel Greenblatt's XYZ Position: Q2 2026 in Review

Joel Greenblatt increased its Block Inc (XYZ) stake by 3.5% in Q2 2026, buying an estimated $879K and bringing the position to 370,862 shares worth $28.2M. The position accounts for 0.07% of the portfolio, ranked #433.

Joel Greenblatt first reported a position in XYZ in Q4 2016 and has held it in 21 quarters since. 1,072 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Joel Greenblatt held 370,862 shares of Block Inc worth $28.2M as of Q2 2026.
  • Joel Greenblatt bought 12,500 Block Inc shares in Q2 2026, an estimated $879K.
  • Block Inc made up 0.07% of Joel Greenblatt's portfolio in Q2 2026, its #433 holding.
  • Joel Greenblatt first reported a position in Block Inc in Q4 2016 and has held it in 21 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.