TC
XYZ

TwinBeech Capital’s Block Inc XYZ Stock Holding History

TwinBeech Capital’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
2025
Q3 		– Sell
-3,894
Closed -$265K – 907
2025
Q2 		$265K Sell
3,894
-61,782
-94% -$3.59M 0.01% 568
2025
Q1 		$3.57M Sell
65,676
-758,801
-92% -$56.6M 0.06% 301
2024
Q4 		$70.1M Sell
824,477
-12,655
-2% -$1.04M 1.2% 5
2024
Q3 		$56.2M Buy
+837,132
New +$54.1M 1.07% 11
2024
Q1 		– Sell
-488,683
Closed -$37.8M – 910
2023
Q4 		$37.8M Buy
+488,683
New +$27.6M 0.61% 41
2023
Q3 		– Sell
-826,641
Closed -$55M – 943
2023
Q2 		$55M Buy
+826,641
New +$51.6M 1.09% 12
2022
Q2 		– Sell
-71,188
Closed -$9.65M – 755
2022
Q1 		$9.65M Buy
+71,188
New +$8.62M 0.43% 70
2021
Q3 		– Sell
-13,288
Closed -$3.24M – 792
2021
Q2 		$3.24M Buy
13,288
+8,074
+155% +$1.87M 0.39% 81
2021
Q1 		$1.18M Buy
5,214
+2,724
+109% +$637K 0.17% 172
2020
Q4 		$542K Sell
2,490
-1,884
-43% -$368K 0.09% 273
2020
Q3 		$711K Sell
4,374
-41,733
-91% -$5.89M 0.15% 206
2020
Q2 		$4.84M Buy
+46,107
New +$3.53M 1.06% 7

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

TwinBeech Capital's XYZ Position: Q3 2025 in Review

TwinBeech Capital sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,894 shares — an estimated $265K sold.

TwinBeech Capital first reported a position in XYZ in Q2 2020 and held it in 12 quarters. The position peaked at $70.1M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • TwinBeech Capital reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • TwinBeech Capital sold 3,894 Block Inc shares in Q3 2025, an estimated $265K.
  • TwinBeech Capital first reported a position in Block Inc in Q2 2020 and held it in 12 quarters.
  • TwinBeech Capital's Block Inc position peaked at $70.1M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.