Vault-13

BLOCK INC XYZ 0 05.01.26

NOTE 5/0 · US DOMESTIC · CUSIP 852234AJ2

0 institutional holders -38 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 38 sold out net sold ≈ $490.2m (-11.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 49Q4 22: 56Q1 23: 53Q2 23: 51Q3 23: 51Q4 23: 53Q1 24: 53Q2 24: 50Q3 24: 51Q4 24: 46Q1 25: 37Q2 25: 38Q3 25: 38Q4 25: 38Q1 26: 38Q2 26: 00Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202249
Q4 202256
Q1 202353
Q2 202351
Q3 202351
Q4 202353
Q1 202453
Q2 202450
Q3 202451
Q4 202446
Q1 202537
Q2 202538
Q3 202538
Q4 202538
Q1 202638
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 20 bought or addedQ3 24: 15 cut or sold outQ4 24: 11 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 23 cut or sold outQ2 25: 14 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 14 cut or sold outQ4 25: 13 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 16 bought or addedQ1 26: 19 cut or sold outQ2 26: 0 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242015
Q4 20241117
Q1 20251323
Q2 20251414
Q3 20251714
Q4 20251313
Q1 20261619
Q2 2026038

Biggest buyers

None

Biggest sellers

LORD, ABBETT & CO. LLC Sold out -91,723,000-91.7m
ARISTEIA CAPITAL, L.L.C. Sold out -77,576,000-77.6m
PRICE T ROWE ASSOCIATES INC /MD/ Sold out -57,465,000-57.5m
VOYA INVESTMENT MANAGEMENT LLC Sold out -45,000,000-45.0m
CAMDEN ASSET MANAGEMENT L P /CA Sold out -44,359,000-44.4m
Calamos Advisors LLC Sold out -41,000,000-41.0m
OAKTREE CAPITAL MANAGEMENT LP Sold out -37,779,000-37.8m
Kohlberg Kravis Roberts & Co. L.P. Sold out -31,825,000-31.8m
GUGGENHEIM CAPITAL LLC Sold out -24,791,000-24.8m
MILLENNIUM MANAGEMENT LLC Sold out -20,000,000-20.0m

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change