Marshall Wace
XYZ icon

Marshall Wace’s Block Inc XYZ Stock Holding History

Marshall Wace’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 		– Sell
-100
Closed -$7.6K – 3790
2026
Q2 		$7.6K Sell
100
-731,900
-100% -$51.5M ﹤0.01% 3079
2026
Q1 		$44.1M Buy
732,000
+731,800
+365,900% +$44.5M 0.04% 412
2025
Q4 		$13K Sell
200
-600
-75% -$41.4K ﹤0.01% 2844
2025
Q3 		$57.8K Buy
+800
New +$59.9K ﹤0.01% 2717
2024
Q3 		– Sell
-500,000
Closed -$32.2M – 3046
2024
Q2 		$32.2M Buy
+500,000
New +$35M 0.04% 361
2023
Q2 		– Sell
-2,200
Closed -$151K – 3057
2023
Q1 		$151K Sell
2,200
-16,900
-88% -$1.26M ﹤0.01% 2444
2022
Q4 		$1.2M Sell
19,100
-206,900
-92% -$12.8M ﹤0.01% 2008
2022
Q3 		$12.4M Buy
226,000
+211,800
+1,492% +$15M 0.03% 726
2022
Q2 		$870K Sell
14,200
-9,300
-40% -$850K ﹤0.01% 2524
2022
Q1 		$3.19M Sell
23,500
-8,900
-27% -$1.08M 0.01% 1744
2021
Q4 		$5.23M Buy
+32,400
New +$7.02M 0.01% 1317

Other funds holding XYZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Marshall Wace's XYZ Position: Q3 2026 in Review

Marshall Wace increased its Block Inc (XYZ) stake by 30% in Q3 2026, buying an estimated $11M and bringing the position to 595,141 shares worth $43.8M. The position accounts for 0.04% of the portfolio, ranked #386.

Marshall Wace first reported a position in XYZ in Q4 2016 and has held it in 25 quarters since. The position peaked at $147M in Q3 2025. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Marshall Wace held 595,141 shares of Block Inc worth $43.8M as of Q3 2026.
  • Marshall Wace bought 137,696 Block Inc shares in Q3 2026, an estimated $11M.
  • Block Inc made up 0.04% of Marshall Wace's portfolio in Q3 2026, its #386 holding.
  • Marshall Wace first reported a position in Block Inc in Q4 2016 and has held it in 25 quarters since.
  • Marshall Wace's Block Inc position peaked at $147M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Marshall Wace's 13F filing for Q3 2026, filed 13 Nov 2026.