Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Block Inc (XYZ)

979 + Investors. Track Smart Money conviction in XYZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -31
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — XYZ

Based on 983 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their XYZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
983 funds currently hold this stock — 89% of the 3.0-year high of 1,102 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XYZ is almost the same as a year ago (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

528 buying508 selling
Last quarter: 528 funds bought or added vs 508 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 142 → 180 → 152 → 138. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 19% new
605 out of 983 hedge funds have held XYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~138 new funds/quarter

129 → 142 → 180 → 152 → 138 new funds/Q
New funds entering each quarter: 142 → 180 → 152 → 138. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,044 holders: 712 (68%) are 2+ year veterans, 115 entered 1–2 years ago, and 217 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
66 of 976 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XYZ

In 2026 Q1, 528 hedge funds were net buyers of XYZ (138 opened a new position, 390 added to an existing one), while 508 reduced or exited (339 trimmed, 169 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 45% of total institutional value in XYZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -31 funds (more exits than new entries). Total institutional holders: 983.

Hedge Fund Ownership: XYZ

How many hedge funds hold XYZ — quarterly history vs. share price
Quarterly hedge fund ownership of XYZ vs. share price

Market Analysis: XYZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XYZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Block Inc (XYZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XYZ has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
XYZ
+15.5%
XLK
+39.1%

XYZ outperformed XLK by -23.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
XYZ
-1.2%
XLK
+4.8%

Since the filing became public, XYZ outperformed XLK by -6.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 12 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: XYZ
979 + Investors

Track Smart Money conviction in XYZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 979 1014 -3.45%
13F Shares 449M 464M -3.35%
Total Value $24.00B $27.21B -11.79%
New Positions 136 152 -16
Increased Positions 365 312 +53
Closed Positions 171 154 +17
Reduced Positions 327 400 -73
Total Calls 33 36 -8.33%
Total Puts 35 40 -12.5%
PUT/CALL Ratio 1.06 1.11 Neutral

Statistics: XYZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

979 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XYZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XYZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Square Peg Capital Pty Ltd 13.17% 164,656 $9.9M
2 Avory & Company, LLC 9.58% 123,080 $7.4M
3 Contour Asset Management LLC 8.87% 4,534,324 $272.9M
4 Dragoneer Investment Group, LLC 5.85% 2,918,392 $175.6M
5 Woodson Capital Management, LP 5.48% 579,109 $34.9M
6 Ribbit Management Company, LLC 5.12% 1,431,500 $86.1M
7 Lane Generational LLC 5.01% 104,600 $6.3M
8 Hyperion Asset Management Ltd 4.81% 2,510,006 $151.1M
9 a16z Capital Management, L.L.C. 4.74% 1,016,697 $61.2M
10 Ravenswood Partners LP 3.75% 168,692 $10.2M
11 PointState Capital LP 3.03% 3,977,687 $239.4M
12 Meridiem Capital Partners LP 2.87% 730,706 $44.0M
13 Azora Capital LP 2.75% 695,247 $41.8M
14 Whetstone Capital Advisors, LLC 2.58% 123,825 $7.5M
15 Evergreen Quality Fund GP, Ltd. 2.58% 1,870,994 $112.6M
16 Amova Asset Management Americas, Inc. 2.42% 2,845,917 $171.2M
17 Bourgeon Capital Management LLC 2.29% 219,441 $13.2M
18 Glenview Capital Management, LLC 2.06% 1,364,471 $82.1M
19 Sandler Capital Management 1.87% 60,000 $3.6M
20 Maytus Capital Management, LLC 1.64% 153,516 $9.2M
21 Sicart Associates LLC 1.62% 104,992 $6.3M
22 ARK Investment Management LLC 1.45% 3,093,936 $186.2M
23 DB Fitzpatrick & Co, Inc 1.33% 25,825 $1.6M
24 SWS Partners 1.30% 87,668 $5.3M
25 Sands Capital Management, LLC 1.30% 5,510,835 $331.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Block Inc (XYZ)

What does the Smart Money Trend signal show for XYZ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their XYZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XYZ?

Slight buying edge — 51% buying: Last quarter: 528 funds bought or added vs 508 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XYZ holders?

Elite ownership — 45% AUM from top-100 funds: 66 of 976 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XYZ?

62% of holders stayed for 2+ years: 605 out of 983 hedge funds have held XYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Block Inc (XYZ) following the 2026 Q1 hedge fund 13F filings?

As of today, XYZ has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -6.0%. Since the quarter end (March 31, 2026), XYZ has gained +15.5% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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