DOSSIER · 13F Holders · Q1 2026
XYZ 0.25 11/01/27

BLOCK INC

44 institutions still hold BLOCK INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 852234AK9·44 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$485M
visible holders
Holders
44
filers reporting
Concentration
45.34%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported XYZ 0.25 11/01/27 in Q1 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 45.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$220M234.8M0.23%Q1 2026
02
Opti Capital Management, LP
CIK 0001738654
$82M87.5M5.92%Q1 2026
03
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$27M28.9M0.02%Q1 2026
04
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$20M21.4M0.41%Q1 2026
05
Calamos Advisors LLC
CIK 0001316507
$19M20.0M0.07%Q1 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$16M17.5M0.00%Q1 2026
07
STATE STREET CORP
CIK 0000093751
$12M12.4M0.00%Q1 2026
08
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$10M11.0M0.16%Q1 2026
09
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$10M10.7M0.02%Q1 2026
10
DeepCurrents Investment Group LLC
CIK 0001754535
$10M10.4M0.31%Q1 2026
11
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$9M9.4M4.84%Q2 2026
12
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$9M9.3M0.14%Q1 2026
13
BlackRock, Inc.
CIK 0002012383
$9M9.1M0.00%Q1 2026
14
Zuckerman Investment Group, LLC
CIK 0001423296
$6M6.4M0.56%Q1 2026
15
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$6M6.0M0.39%Q1 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M5.4M0.00%Q1 2026
17
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M4.7M0.01%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M4.7M0.00%Q1 2026
19
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$4M4.0M0.10%Q1 2026
20
AVIVA PLC
CIK 0001140022
$4M3.8M0.01%Q1 2026
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