Current position

Cathie Wood’s Block Inc (XYZ) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

ARK Investment ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares11.89MHighest verified quarter-end share count
Quarters reported38Verified quarters with shares above zero
What happened?

ARK Investment Management first reported Block Inc in Q4 2016. The reported position was increased and reduced across later filings. ARK Investment Management currently reports 3.10M shares. The latest verified filing showed: Bought 0.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 0.1% more+4.04K shares · 3.10M shares reported after the change
Filing context

Quarter-end price $76.00 · Estimated holding basis $109.31

Q1 2026
Sold 8.2% of the position−277.52K shares · 3.09M shares remained
Filing context

Quarter-end price $60.18 · Estimated holding basis $109.35

Q4 2025
Bought 26.1% more+698.04K shares · 3.37M shares reported after the change
Filing context

Quarter-end price $65.09 · Estimated holding basis $109.35

Q3 2025
Sold 13.5% of the position−418.24K shares · 2.67M shares remained
Filing context

Quarter-end price $72.27 · Estimated holding basis $120.91

Q2 2025
Sold 24.2% of the position−987.86K shares · 3.09M shares remained
Filing context

Quarter-end price $67.93 · Estimated holding basis $120.91

Q1 2025
Sold 17.2% of the position−848.41K shares · 4.08M shares remained
Filing context

Quarter-end price $54.33 · Estimated holding basis $120.91

Portfolio importance

How important is Block Inc in ARK Investment Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.5%Q2 2026
Current rank#22of 190 reported positions
Peak portfolio weight6.8%Q2 2020
Best historical rank#3Q3 2019
At peak importanceQ2 2020
XYZ
6.8%
Largest holding
8.3%
Cross-investor discovery

Who else owns Block Inc?

Also reported by 4 other tracked investors in their latest verified filings.

Daniel LoebThird Point LLC
XYZ4.2% of reported portfolio
Chase ColemanTiger Global Management LLC
XYZ1.5% of reported portfolio
Ray DalioBridgewater Associates, LP
XYZ0.1% of reported portfolio
Explore Block Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$76.282026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$76.00Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$109.31Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows ARK Investment Management’s aggregated Form 13F disclosures. It is not Cathie Wood’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.