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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace's XYZ Position: Q1 2026 in Review

Marshall Wace reduced its Block Inc (XYZ) stake by 93% in Q1 2026, selling an estimated $117M and leaving 137,762 shares worth $8.29M. The position accounts for 0.01% of the portfolio, ranked #1064.

Marshall Wace first reported a position in XYZ in Q4 2016 and has held it in 23 quarters since. The position peaked at $147M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Marshall Wace held 137,762 shares of Block Inc worth $8.29M as of Q1 2026.
Marshall Wace sold 1,931,448 Block Inc shares in Q1 2026, an estimated $117M.
Block Inc made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1064 holding.
Marshall Wace first reported a position in Block Inc in Q4 2016 and has held it in 23 quarters since.
Marshall Wace's Block Inc position peaked at $147M in Q3 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.