Stocklore

Block, Inc. (XYZ)

Financials · US stock

What changed in recent filings

  • Institutions — 6 new · 3 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Block, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q1 · 42019 Q2 · 62019 Q3 · 52019 Q4 · 62020 Q1 · 52020 Q2 · 72020 Q3 · 82020 Q4 · 92021 Q1 · 72021 Q2 · 72021 Q3 · 62021 Q4 · 82022 Q1 · 102022 Q2 · 82022 Q3 · 92022 Q4 · 92023 Q1 · 92023 Q2 · 82023 Q3 · 92023 Q4 · 82024 Q1 · 62024 Q2 · 82024 Q3 · 72024 Q4 · 72025 Q1 · 82025 Q2 · 102025 Q3 · 82025 Q4 · 82026 Q1 · 72026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 12 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Block, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • ARK Invest1.53% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.13% of portfolio · since 2022 Q1
  • Baillie Gifford & Co0.20% of portfolio · since 2022 Q3
  • Point72 Asset Management0.37% of portfolio · since 2024 Q2
  • Tiger Global Management1.45% of portfolio · since 2025 Q1
  • Glenview Capital Management1.66% of portfolio · since 2025 Q3
  • Tudor Investment CorpNew this quarter0.05% of portfolio · since 2026 Q2
  • Third Point LLCNew this quarter4.16% of portfolio · since 2026 Q2
  • Sequoia Capital (SC US)0.24% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management1.59% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.05% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.19% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Block (formerly Square; ticker changed from SQ). A fintech company running payment terminals for small merchants (Square) and the personal-finance app Cash App.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

Block, Inc. is classified under the Financials sector. See peers below.

Block, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Block, Inc. vs Financials sector benchmark

Median of 30 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
5.1%vs benchmark 13.5%↓ below
Operating margin
6.8%vs benchmark 30.6%↓ below
Net margin
1.4%vs benchmark 26.7%↓ below
ROE
5.9%vs benchmark 13.4%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Block, Inc.

Per SEC N-PORT · 2026-04-30 · by weight · factual

ARKKARK Innovation ETF
1.53%
XLFState Street(R) Financial Select Sector SPDR(R) ETF
0.54%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
VUGVANGUARD GROWTH INDEX FUND
0.13%
SPY
0.06%
VOOVANGUARD 500 INDEX FUND
0.06%
IVViShares Core S&P 500 ETF
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.06%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.06%

XYZ on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Financials average
See full XYZ analysis →

Peers · Financials

XYZ FAQ

What is Block, Inc. (XYZ)?

Block (formerly Square; ticker changed from SQ). A fintech company running payment terminals for small merchants (Square) and the personal-finance app Cash App.

What sector is Block, Inc. in?

Block, Inc. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

What are Block, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 5.1%, Operating margin 6.8%, Net margin 1.4%, ROE 5.9%, Debt-to-equity 0.26x. Definitions and interpretation are available on Stocklore.

Where can I analyze Block, Inc. (XYZ) stock?

On Stocklore you can see XYZ's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea