Stocklore

Block, Inc. (XYZ)

Financials · US stock

What changed in recent filings

  • Institutions — 1 reduced13F · 2026 Q1 · 45-day lag
  • Risk factors — 3 added · 1 removed · new: The development and use of AI in our produc… +210-K Dec 31, 2024 → Dec 31, 2025 · filed 5 months ago

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

Institutions holding Block, Inc.

How many of the institutions we track reported this stock among their largest positions, quarter by quarter.

2019 Q1 · 12019 Q2 · 22019 Q3 · 42019 Q4 · 22020 Q1 · 22020 Q2 · 42020 Q3 · 42020 Q4 · 42021 Q1 · 32021 Q2 · 42021 Q3 · 42021 Q4 · 22022 Q1 · 32022 Q2 · 22022 Q3 · 32022 Q4 · 32023 Q1 · 32023 Q2 · 32023 Q3 · 22023 Q4 · 32024 Q1 · 42024 Q2 · 32024 Q3 · 32024 Q4 · 22025 Q1 · 22025 Q2 · 22025 Q3 · 12025 Q4 · 12026 Q1 · 119 Q122 Q326 Q1max 4

2019 Q1: 1 → 2026 Q1: 1 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

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 · latest quarter (TTM)

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

Block, Inc. vs Financials sector benchmark

Median of 14 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
5.1%vs benchmark 8.8%↓ below
Operating margin
6.8%vs benchmark 17.8%↓ below
Net margin
1.4%vs benchmark 24.4%↓ below
ROE
5.9%vs benchmark 10.9%↓ below

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

XYZ on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs 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?

Based on the latest quarter (TTM) from 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, 45-day delay), 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.

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