13FPulse
XY

XYZ BLOCK INC

2026Q2 · CUSIP 852234103 · Fintech & Payments · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,053
Institutions that reported holding it to the SEC
Net increase in holders
+67
Last quarter 986 → now 1,053
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

1,053 funds held XYZ at the end of 2026Q2, up 67 from the quarter before. That is stronger buying than 96.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $25.0B(YoY +5.1%), the P/E is 147.2x, return on equity is 1.6%. XYZ has had 26 buying rushes in its history, and the price moved +6.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Fintech & Payments.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q1: holders=117 2016Q2: holders=151 2016Q3: holders=184 2016Q4: holders=233 2017Q1: holders=266 2017Q2: holders=290 2017Q3: holders=325 2017Q4: holders=427 2018Q1: holders=490 2018Q2: holders=536 2018Q3: holders=596 2018Q4: holders=656 2019Q1: holders=757 2019Q2: holders=750 2019Q3: holders=703 2019Q4: holders=783 2020Q1: holders=755 2020Q2: holders=866 2020Q3: holders=1001 2020Q4: holders=1238 2021Q1: holders=1296 2021Q2: holders=1347 2021Q3: holders=1384 2021Q4: holders=1370 2022Q1: holders=1250 2022Q2: holders=1025 2022Q3: holders=970 2022Q4: holders=1002 2023Q1: holders=992 2023Q2: holders=965 2023Q3: holders=886 2023Q4: holders=1030 2024Q1: holders=1069 2024Q2: holders=1002 2024Q3: holders=986 2024Q4: holders=1137 2025Q1: holders=1010 2025Q2: holders=990 2025Q3: holders=1033 2025Q4: holders=1025 2026Q1: holders=986 2026Q2: holders=1053 -237 -118.5 +0 +118.5 +237 1057801454 16Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q3 Top 10% +16.2% -10.2%
2024Q4 Top 5% -31.1% -31.4%
2024Q1 Top 10% -9.0% -7.4%
2023Q4 Top 5% +13.8% +10.1%
2022Q4 Top 20% -12.5% -24.3%
2021Q3 Top 5% -32.6% -55.1%
2021Q2 Top 5% -12.9% -8.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
322
Change in large funds
+32
Total value they hold
$33.7B
Funds buying for the first time
190
Funds that sold out entirely
123
Price change that quarter
+16.7%
Funds holding puts (bearish)
39
Funds holding calls (bullish)
34

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
147.2
EPS (TTM)
$0.56
EPS YoY
-88.0%
Revenue (TTM)
$25.0B
Revenue YoY
+5.1%
Net margin
1.4%
ROE
1.6%
Debt ratio
43.8%
FCF (TTM)
$3.9B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.00 2021-12-31: EPS -0.15 2022-03-31: EPS -0.38 2022-06-30: EPS -0.36 2022-09-30: EPS -0.02 2022-12-31: EPS -0.17 2023-03-31: EPS 0.16 2023-06-30: EPS -0.17 2023-09-30: EPS -0.15 2023-12-31: EPS 0.18 2024-03-31: EPS 0.74 2024-06-30: EPS 0.31 2024-09-30: EPS 0.45 2024-12-31: EPS 3.06 2025-03-31: EPS 0.30 2025-06-30: EPS 0.87 2025-09-30: EPS 0.74 2025-12-31: EPS 0.19 2026-03-31: EPS -0.52 2026-06-30: EPS 0.15 0B 3.3B 6.6B $B -0.57 1.40 3.37 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 50 11 1729 3446 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-850M275M1.4B 20162017201820192020202120222023202420252026
Latest quarter $935M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.