13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XYZ 0.25 11/01/27

BLOCK INC

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

CUSIP 852234AK9·43 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$485M
57.0% inst. owned
of float
Holders
43
-3 QoQ
filers reporting
Activity
+52 / −86
+892 added · −741 reduced
this quarter
Concentration
45.39%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported XYZ 0.25 11/01/27 in Q1 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 45.4% of the visible book. -3 net institutions QoQ — distribution reading.

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 202602
Opti Capital Management, LP
CIK 0001738654
$82M87.5M5.92%Q1 202603
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$27M28.9M0.02%Q1 202604
ARISTEIA CAPITAL, L.L.C.
CIK 0001080171
$20M21.4M0.41%Q1 202605
Calamos Advisors LLC
CIK 0001316507
$19M20.0M0.07%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$16M17.5M0.00%Q1 202607
STATE STREET CORP
CIK 0000093751
$12M12.4M0.00%Q1 202608
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$10M11.0M0.16%Q1 202609
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$10M10.7M0.02%Q1 202610
DeepCurrents Investment Group LLC
CIK 0001754535
$10M10.4M0.31%Q1 202611
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$10M10.3M5.72%Q1 202612
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$9M9.3M0.14%Q1 202613
BlackRock, Inc.
CIK 0002012383
$9M9.1M0.00%Q1 202614
Zuckerman Investment Group, LLC
CIK 0001423296
$6M6.4M0.56%Q1 202615
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$6M6.0M0.39%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M5.4M0.00%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M4.7M0.00%Q1 202618
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$4M4.0M0.10%Q1 202619
AVIVA PLC
CIK 0001140022
$4M3.8M0.01%Q1 202620
TORONTO DOMINION BANK
CIK 0000947263
$3M3.4M0.00%Q1 2026
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