NICM
XYZ

Neo Ivy Capital Management’s Block Inc XYZ Stock Holding History

Neo Ivy Capital 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
Q2 		$919K Buy
+12,093
New +$850K 0.21% 149
2025
Q4 		– Sell
-8,340
Closed -$603K – 554
2025
Q3 		$603K Buy
8,340
+1,995
+31% +$149K 0.15% 193
2025
Q2 		$431K Sell
6,345
-42,809
-87% -$2.49M 0.14% 203
2025
Q1 		$2.67M Buy
+49,154
New +$3.67M 0.85% 17
2024
Q4 		– Sell
-5,038
Closed -$338K – 423
2024
Q3 		$338K Buy
+5,038
New +$325K 0.11% 196
2023
Q4 		$113K Buy
+1,455
New +$82.3K 0.25% 122
2022
Q4 		$480K Buy
+7,632
New +$471K 0.32% 159
2022
Q3 		– Sell
-2,393
Closed -$147K – 588
2022
Q2 		$147K Buy
2,393
+1,825
+321% +$167K 0.39% 79
2022
Q1 		$78K Sell
568
-3,358
-86% -$407K 0.07% 336
2021
Q4 		$634K Buy
+3,926
New +$851K 0.91% 11
2021
Q2 		– Sell
-138
Closed -$31K – 641
2021
Q1 		$31K Sell
138
-132
-49% -$30.9K 0.03% 371
2020
Q4 		$59K Buy
270
+89
+49% +$17.4K 0.07% 297
2020
Q3 		$29K Buy
+181
New +$25.6K 0.03% 397

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's XYZ Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Block Inc (XYZ) in Q2 2026: 12,093 shares worth $919K. The stake represents 0.21% of the portfolio and ranks #149 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in XYZ as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in XYZ in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.67M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Neo Ivy Capital Management held 12,093 shares of Block Inc worth $919K as of Q2 2026.
  • Block Inc was a new Neo Ivy Capital Management position in Q2 2026.
  • Block Inc made up 0.21% of Neo Ivy Capital Management's portfolio in Q2 2026, its #149 holding.
  • Neo Ivy Capital Management first reported a position in Block Inc in Q3 2020 and has held it in 13 quarters since.
  • Neo Ivy Capital Management's Block Inc position peaked at $2.67M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.