LWM
XYZ

Long Walk Management’s Block Inc XYZ Stock Holding History

Long Walk 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
Q1 		– Sell
-202,500
Closed -$17.2M – 12
2024
Q4 		$17.2M Hold
202,500
– – 6.16% 9
2024
Q3 		$13.6M Buy
+202,500
New +$13.1M 5.63% 9
2023
Q4 		– Sell
-230,000
Closed -$10.2M – 10
2023
Q3 		$10.2M Sell
230,000
-100,000
-30% -$6.19M 7.52% 8
2023
Q2 		$22M Buy
330,000
+148,500
+82% +$9.28M 16.24% 1
2023
Q1 		$12.5M Buy
181,500
+28,000
+18% +$2.1M 11.12% 5
2022
Q4 		$9.65M Buy
153,500
+68,000
+80% +$4.2M 10.39% 5
2022
Q3 		$4.7M Buy
+85,500
New +$6.05M 4.53% 7
2021
Q3 		– Sell
-68,250
Closed -$16.6M – 6
2021
Q2 		$16.6M Buy
+68,250
New +$15.8M 11.43% 6

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Walk Management's XYZ Position: Q1 2025 in Review

Long Walk Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 202,500 shares — an estimated $17.2M sold.

Long Walk Management first reported a position in XYZ in Q2 2021 and held it in 8 quarters. The position peaked at $22M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Long Walk Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Long Walk Management sold 202,500 Block Inc shares in Q1 2025, an estimated $17.2M.
  • Long Walk Management first reported a position in Block Inc in Q2 2021 and held it in 8 quarters.
  • Long Walk Management's Block Inc position peaked at $22M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Long Walk Management's 13F filing for Q1 2025, filed 14 May 2025.