LECAP Asset Management
XYZ icon

LECAP Asset Management’s Block Inc XYZ Stock Holding History

LECAP 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
Q3 		$954K Sell
12,968
-15,564
-55% -$1.24M 0.45% 90
2026
Q2 		$2.17M Buy
+28,532
New +$2.01M 0.93% 12
2025
Q1 		– Sell
-4,251
Closed -$361K – 412
2024
Q4 		$361K Buy
+4,251
New +$349K 0.1% 249
2024
Q1 		– Sell
-27,601
Closed -$2.13M – 396
2023
Q4 		$2.13M Buy
+27,601
New +$1.56M 0.78% 26

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LECAP Asset Management's XYZ Position: Q3 2026 in Review

LECAP Asset Management reduced its Block Inc (XYZ) stake by 55% in Q3 2026, selling an estimated $1.24M and leaving 12,968 shares worth $954K. The position accounts for 0.45% of the portfolio, ranked #90.

LECAP Asset Management first reported a position in XYZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.17M in Q2 2026. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • LECAP Asset Management held 12,968 shares of Block Inc worth $954K as of Q3 2026.
  • LECAP Asset Management sold 15,564 Block Inc shares in Q3 2026, an estimated $1.24M.
  • Block Inc made up 0.45% of LECAP Asset Management's portfolio in Q3 2026, its #90 holding.
  • LECAP Asset Management first reported a position in Block Inc in Q4 2023 and has held it in 4 quarters since.
  • LECAP Asset Management's Block Inc position peaked at $2.17M in Q2 2026.
  • 624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.