Renaissance Technologies’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-99,400
Closed -$5.03M 3449
2025
Q3
$5.03M Buy
+99,400
New +$5.25M 0.01% 1490
2025
Q1
Sell
-59,800
Closed -$3.16M 3614
2024
Q4
$3.16M Sell
59,800
-510,300
-90% -$30M ﹤0.01% 1735
2024
Q3
$36.2M Buy
+570,100
New +$34M 0.05% 434
2023
Q4
Sell
-320,600
Closed -$13.8M 3877
2023
Q3
$13.8M Buy
+320,600
New +$11.8M 0.02% 745
2022
Q4
Sell
-1,168,700
Closed -$49.7M 4231
2022
Q3
$49.7M Sell
1,168,700
-174,100
-13% -$7.37M 0.07% 321
2022
Q2
$47.4M Buy
+1,342,800
New +$41.5M 0.06% 381
2022
Q1
Sell
-236,900
Closed -$5.58M 4230
2021
Q4
$5.58M Sell
236,900
-288,100
-55% -$6.99M 0.01% 1462
2021
Q3
$13.1M Buy
525,000
+45,482
+9% +$1.13M 0.02% 876
2021
Q2
$11.3M Buy
+479,518
New +$11.4M 0.01% 1094
2021
Q1
Sell
-67,800
Closed -$1.07M 3474
2020
Q4
$1.07M Sell
67,800
-1,770,300
-96% -$30.6M ﹤0.01% 2465
2020
Q3
$29.9M Buy
+1,838,100
New +$27M 0.03% 560
2019
Q3
Sell
-1,676,000
Closed -$49.1M 3537
2019
Q2
$49.1M Buy
+1,676,000
New +$45M 0.04% 500
2018
Q1
Sell
-213,800
Closed -$5.61M 3445
2017
Q4
$5.61M Sell
213,800
-1,367,500
-86% -$35.5M 0.01% 1735
2017
Q3
$41.9M Buy
1,581,300
+935,400
+145% +$27.2M 0.05% 503
2017
Q2
$20M Buy
+645,900
New +$17M 0.03% 849
2017
Q1
Sell
-123,088
Closed -$2.83M 3295
2016
Q4
$2.83M Sell
123,088
-693,312
-85% -$15.9M ﹤0.01% 2032
2016
Q3
$18.9M Sell
816,400
-33,900
-4% -$793K 0.03% 739
2016
Q2
$19.6M Buy
+850,300
New +$18.9M 0.04% 683
2016
Q1
Sell
-478,100
Closed -$15.9M 3431
2015
Q4
$15.9M Sell
478,100
-836,200
-64% -$29.7M 0.03% 675
2015
Q3
$47.6M Buy
1,314,300
+395,500
+43% +$13.4M 0.11% 182
2015
Q2
$27.2M Buy
+918,800
New +$28.8M 0.06% 384
2015
Q1
Sell
-609,600
Closed -$20.5M 3247
2014
Q4
$20.5M Sell
609,600
-1,444,900
-70% -$46.3M 0.05% 494
2014
Q3
$63.7M Buy
2,054,500
+284,500
+16% +$9.28M 0.17% 98
2014
Q2
$59.3M Buy
+1,770,000
New +$52.7M 0.14% 158
2014
Q1
Sell
-326,700
Closed -$9.49M 2910
2013
Q4
$9.49M Sell
326,700
-2,300,000
-88% -$65.3M 0.02% 824
2013
Q3
$70M Buy
2,626,700
+984,400
+60% +$28.7M 0.17% 117
2013
Q2
$45.6M Buy
+1,642,300
New +$46.9M 0.12% 202

Other funds holding HRB

Renaissance Technologies's HRB Position: Q4 2025 in Review

Renaissance Technologies sold out of H&R Block (HRB) in Q4 2025, closing a stake of 99,400 shares — an estimated $5.03M sold.

Renaissance Technologies first reported a position in HRB in Q2 2013 and held it in 27 quarters. The position peaked at $70M in Q3 2013. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Renaissance Technologies reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Renaissance Technologies sold 99,400 H&R Block shares in Q4 2025, an estimated $5.03M.
  • Renaissance Technologies first reported a position in H&R Block in Q2 2013 and held it in 27 quarters.
  • Renaissance Technologies's H&R Block position peaked at $70M in Q3 2013.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.