Simplex Trading
XYZ

Simplex Trading’s Block Inc XYZ Stock Holding History

Simplex Trading’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 		$27.9M Sell
464,000
-477,800
-51% -$29.1M 0.02% 344
2025
Q4 		$61.3M Sell
941,800
-317,700
-25% -$21.9M 0.03% 239
2025
Q3 		$91M Sell
1,259,500
-200,700
-14% -$15M 0.05% 211
2025
Q2 		$99.2M Buy
1,460,200
+258,500
+22% +$15M 0.06% 161
2025
Q1 		$65.3M Sell
1,201,700
-289,400
-19% -$21.6M 0.04% 208
2024
Q4 		$8.75M Buy
1,491,100
+14,500
+1% +$1.19M ﹤0.01% 1115
2024
Q3 		$99.1M Sell
1,476,600
-271,700
-16% -$17.6M 0.06% 161
2024
Q2 		$113M Buy
1,748,300
+81,400
+5% +$5.69M 0.07% 134
2024
Q1 		$141M Sell
1,666,900
-660,200
-28% -$47.8M 0.08% 114
2023
Q4 		$180M Buy
2,327,100
+180,700
+8% +$10.2M 0.12% 85
2023
Q3 		$95M Buy
2,146,400
+522,800
+32% +$32.4M 0.07% 143
2023
Q2 		$108M Sell
1,623,600
-592,000
-27% -$37M 0.09% 130
2023
Q1 		$152M Buy
2,215,600
+494,300
+29% +$37M 0.13% 94
2022
Q4 		$108M Sell
1,721,300
-499,400
-22% -$30.8M 0.12% 127
2022
Q3 		$122M Buy
2,220,700
+42,200
+2% +$2.99M 0.14% 78
2022
Q2 		$134M Buy
2,178,500
+511,600
+31% +$46.7M 0.14% 73
2022
Q1 		$226M Buy
1,666,900
+657,100
+65% +$79.6M 0.21% 52
2021
Q4 		$163M Buy
1,009,800
+7,600
+0.8% +$1.65M 0.16% 87
2021
Q3 		$242M Buy
1,002,200
+22,400
+2% +$5.75M 0.23% 49
2021
Q2 		$239M Buy
979,800
+969,181
+9,127% +$225M 0.23% 49
2021
Q1 		$241M Buy
10,619
+2,911
+38% +$681K 0.43% 26
2020
Q4 		$168M Sell
7,708
-2,839
-27% -$554K 0.22% 54
2020
Q3 		$171M Buy
10,547
+234
+2% +$33K 0.23% 49
2020
Q2 		$108M Buy
10,313
+211
+2% +$16.2K 0.17% 70
2020
Q1 		$52.9M Buy
10,102
+7,466
+283% +$511K 0.09% 106
2019
Q4 		$16.5M Sell
2,636
-1,597
-38% -$102K 0.04% 325
2019
Q3 		$26.2M Sell
4,233
-635
-13% -$43.1K 0.07% 191
2019
Q2 		$35.3M Sell
4,868
-1,800
-27% -$126K 0.1% 134
2019
Q1 		$50M Sell
6,668
-484
-7% -$35.1K 0.14% 93
2018
Q4 		$40.1M Buy
7,152
+4,608
+181% +$325K 0.12% 97
2018
Q3 		$25.2M Buy
2,544
+149
+6% +$11.5K 0.08% 171
2018
Q2 		$14.8M Sell
2,395
-1,982
-45% -$109K 0.06% 240
2018
Q1 		$965K Buy
4,377
+2,637
+152% +$121K 0.04% 407
2017
Q4 		$310K Buy
1,740
+372
+27% +$13.6K 0.01% 974
2017
Q3 		$399K Buy
1,368
+839
+159% +$22K 0.02% 787
2017
Q2 		$136K Buy
529
+279
+112% +$5.77K 0.01% 1506
2017
Q1 		$54K Buy
250
+6
+2% +$94 ﹤0.01% 2292
2016
Q4 		$75K Sell
244
-1,470
-86% -$18.3K ﹤0.01% 1774
2016
Q3 		$126K Buy
1,714
+853
+99% +$9.32K 0.01% 1366
2016
Q2 		$32K Buy
861
+561
+187% +$6.34K ﹤0.01% 2473
2016
Q1 		$76K Buy
300
+67
+29% +$726 0.01% 1580
2015
Q4 		$65K Buy
+233
New +$2.87K 0.01% 1714

Other funds holding XYZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's XYZ Position: Q1 2026 in Review

Simplex Trading opened a new position in Block Inc (XYZ) in Q1 2026: 36,374 shares worth $2.19M. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings. This is a return to the name: Simplex Trading previously reported a position in XYZ as recently as Q4 2024.

Simplex Trading first reported a position in XYZ in Q2 2016 and has held it in 28 quarters since. The position peaked at $22M in Q3 2018. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Simplex Trading held 36,374 shares of Block Inc worth $2.19M as of Q1 2026.
  • Block Inc was a new Simplex Trading position in Q1 2026.
  • Block Inc made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1752 holding.
  • Simplex Trading first reported a position in Block Inc in Q2 2016 and has held it in 28 quarters since.
  • Simplex Trading's Block Inc position peaked at $22M in Q3 2018.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.