XYZ — SQUARE INC

Ownership history in Dynamic Advisor Solutions LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in SQUARE INC (XYZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2021 Q3)
Avg. % of fund
0.07%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,695 +101 +2.8% 0.01% $267K $72.27
2025 Q2 REDUCED 3,594 -1,056 -22.7% 0.01% $244K $67.93
2024 Q3 REDUCED 4,650 -1,209 -20.6% 0.01% $312K $67.13
2024 Q2 REDUCED 5,859 -245 -4.0% 0.01% $378K $64.49
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XYZ price (monthly, adj. close)

Other funds also holding XYZ

As of 2025 Q4 — sorted by position size

Avory & Company, LLC 3Y 13.93% Contour Asset Management LLC 3Y 7Y 7.09% Dragoneer Investment Group, LLC 3Y 7Y 7.07% Woodson Capital Management, LP 3Y 7Y 6.22% Hyperion Asset Management Ltd 3Y 4.82% Lane Generational LLC 3Y 4.68% a16z Capital Management, L.L.C. 4.19% Ribbit Management Company, LLC 3.75% Ravenswood Partners LP 3.66% Gladstone Capital Management LLP 3Y 7Y 3.46%
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