H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership2,521 shares
Latest Disclosed Value $ 80,017
Versant Capital Management, Inc reports 1,233.86% increase in ownership of HRB / H&R Block, Inc.

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 2,521 shares of H&R Block, Inc. (MX:HRB) valued at $80,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 189 shares of H&R Block, Inc.. This represents a change in shares of 1,233.86% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F BLOCK H & R INC COM Stock 093671105 2,521 2,332 1,233.86 80 900.00 0.0079
2026-01-08 2025-12-31 13F BLOCK H & R INC COM Stock 093671105 189 -853 -81.86 8 -84.62 0.0010
2025-10-27 2025-09-30 13F BLOCK H & R INC COM Stock 093671105 1,042 221 26.92 53 15.56 0.0072
2025-07-07 2025-06-30 13F BLOCK H & R INC COM Stock 093671105 821 36 4.59 45 4.65 0.0068
2025-04-03 2025-03-31 13F BLOCK H & R INC COM Stock 093671105 785 -49 -5.88 43 -2.27 0.0072
2025-01-03 2024-12-31 13F BLOCK H & R INC COM Stock 093671105 834 56 7.20 44 -10.20 0.0095
2024-10-07 2024-09-30 13F BLOCK H & R INC COM Stock 093671105 778 55 7.61 49 25.64 0.0113
2024-07-08 2024-06-30 13F BLOCK H & R INC COM Stock 093671105 723 706 4,152.94 39 0.0099
2024-04-03 2024-03-31 13F BLOCK H & R INC COM Stock 093671105 17 0 0.00 1 0.0002
2024-01-08 2023-12-31 13F BLOCK H & R INC COM Stock 093671105 17 0 0.00 1 0.0002
2023-10-12 2023-09-30 13F BLOCK H & R INC COM Stock 093671105 17 0 0.00 1 0.0002
2023-07-10 2023-06-30 13F BLOCK H & R INC COM Stock 093671105 17 5 41.67 1 0.0002
2023-04-10 2023-03-31 13F BLOCK H & R INC COM Stock 093671105 12 0 0.00 0 0.0001
2023-01-25 2022-12-31 13F BLOCK H & R INC COM Stock 093671105 12 0 0.00 0 -100.00 0.0002
2022-12-30 2022-09-30 13F BLOCK H & R INC COM Stock 093671105 12 0 0.00 1 0.0004
2022-08-02 2022-06-30 13F BLOCK H & R INC COM Stock 093671105 12 0 0.00 0 0.0000
2022-04-29 2022-03-31 13F BLOCK H & R INC COM Stock 093671105 12 12 0 0.0000
2020-07-16 2020-06-30 13F BLOCK H & R INC COM Stock 093671105 0 0 0 0.0000
2020-04-17 2020-03-31 13F BLOCK H & R INC COM Stock 093671105 0 -14 -100.00 0 0.0000
2020-01-28 2019-12-31 13F BLOCK H & R INC COM Stock 093671105 14 -31 -68.89 0 -100.00
2019-10-18 2019-09-30 13F BLOCK H & R INC COM Stock 093671105 45 0 0.00 1 0.00 0.0005
2019-07-16 2019-06-30 13F BLOCK H & R INC COM Stock 093671105 45 0 0.00 1 0.00 0.0005
2019-04-23 2019-03-31 13F/A-1 BLOCK H & R INC COM Stock 093671105 45 0 0.00 1 0.00 0.0004
2019-04-23 2019-03-31 13F BLOCK H & R INC COM Stock 093671105 1 1
2019-01-28 2018-12-31 13F BLOCK H & R INC COM Stock 093671105 45 0 0.00 1 0.00 0.0005
2018-10-12 2018-09-30 13F BLOCK H & R INC COM Stock 093671105 45 -3 -6.25 1 0.00 0.0004
2018-07-06 2018-06-30 13F BLOCK H & R INC COM Stock 093671105 48 0 0.00 1 0.00 0.0004
2018-04-19 2018-03-31 13F BLOCK H & R INC COM Stock 093671105 48 -223 -82.29 1 -85.71 0.0004
2018-04-18 2017-12-31 13F BLOCK H & R INC COM Stock 093671105 271 188 226.51 7 250.00 0.0028
2018-04-23 2017-09-30 13F BLOCK H & R INC COM Stock 093671105 83 -12 -12.63 2 0.00 0.0011
2018-04-23 2017-06-30 13F BLOCK H & R INC COM Stock 093671105 95 0 0.00 2 0.00 0.0011
2018-04-23 2017-03-31 13F BLOCK H & R INC COM Stock 093671105 95 60 171.43 2 0.0011
2018-04-23 2016-12-31 13F BLOCK H & R INC COM Stock 093671105 35 0 0.00 0 0.0000
2018-04-23 2016-09-30 13F BLOCK H & R INC COM Stock 093671105 35 0 0.00 0 0.0000
2018-04-23 2016-06-30 13F BLOCK H & R INC COM Stock 093671105 35 1 2.94 0 0.0000
2018-04-23 2016-03-31 13F BLOCK H & R INC COM Stock 093671105 34 0 0.00 0 -100.00
2018-04-23 2015-12-31 13F BLOCK H & R INC COM Stock 093671105 34 34 1 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.