OCA
XYZ

Otter Creek Advisors’s Block Inc XYZ Stock Holding History

Otter Creek Advisors’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
2022
Q2 		– Sell
-20,000
Closed -$2.71M – 64
2022
Q1 		$2.71M Buy
+20,000
New +$2.42M 1.1% 39
2019
Q1 		– Sell
-44,400
Closed -$2.49M – 78
2018
Q4 		$2.49M Buy
44,400
+17,900
+68% +$1.26M 0.89% 50
2018
Q3 		$2.62M Sell
26,500
-3,500
-12% -$270K 0.65% 63
2018
Q2 		$1.85M Buy
+30,000
New +$1.65M 0.39% 64

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Otter Creek Advisors's XYZ Position: Q3 2025 in Review

Otter Creek Advisors sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 64,834 shares — an estimated $4.4M sold.

Otter Creek Advisors first reported a position in XYZ in Q4 2024 and held it in 3 quarters. The position peaked at $4.98M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Otter Creek Advisors reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 64,834 Block Inc shares in Q3 2025, an estimated $4.4M.
  • Otter Creek Advisors first reported a position in Block Inc in Q4 2024 and held it in 3 quarters.
  • Otter Creek Advisors's Block Inc position peaked at $4.98M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.