Engineers Gate Manager LP reports 53.59% decrease in ownership of HRB / H&R Block, Inc.

H&R Block, Inc.

US ˙ NYSE ˙ US0936711052

Security	HRB / H&R Block, Inc.
Institution	Engineers Gate Manager LP
Latest Disclosed Ownership	17,028 shares
Latest Disclosed Value	$ 540,469

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 17,028 shares of H&R Block, Inc. (US:HRB) valued at $540,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,693 shares of H&R Block, Inc.. This represents a change in shares of -53.59% during the quarter. The current value of the position is $646,383 USD.

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 Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	BLOCK H & R	COM	093671105	17,028	-19,665	-53.59	540	-66.23	0.0068
2026-02-17	2025-12-31	13F	BLOCK H & R	COM	093671105	36,693	-279,799	-88.41	1,599	-90.01	0.0190
2025-11-14	2025-09-30	13F	BLOCK H & R	COM	093671105	316,492	205,161	184.28	16,005	161.95	0.1833
2025-08-14	2025-06-30	13F	BLOCK H & R	COM	093671105	111,331	40,721	57.67	6,111	57.60	0.0760
2025-05-15	2025-03-31	13F	BLOCK H & R	COM	093671105	70,610	70,610		3,877		0.0654
2025-02-14	2024-12-31	13F	BLOCK H & R	COM	093671105	0	-186,902	-100.00	0	-100.00
2024-11-14	2024-09-30	13F	BLOCK H & R	COM	093671105	186,902	135,597	264.30	11,878	326.92	0.2318
2024-08-14	2024-06-30	13F	BLOCK H & R	COM	093671105	51,305	21,914	74.56	2,782	92.79	0.0627
2024-05-15	2024-03-31	13F	BLOCK H & R	COM	093671105	29,391	29,391		1,443		0.0380
2024-02-14	2023-12-31	13F	BLOCK H & R	COM	093671105	0	-9,990	-100.00	0	-100.00
2023-11-14	2023-09-30	13F	BLOCK H & R	COM	093671105	9,990	-25,666	-71.98	430	-62.15	0.0159
2023-08-14	2023-06-30	13F	BLOCK H & R	COM	093671105	35,656	-377	-1.05	1,136	-10.55	0.0430
2023-05-15	2023-03-31	13F	BLOCK H & R	COM	093671105	36,033	9,867	37.71	1,270	32.98	0.0531
2023-02-14	2022-12-31	13F	BLOCK H & R	COM	093671105	26,166	-11,651	-30.81	955	-40.65	0.0574
2022-11-14	2022-09-30	13F	BLOCK H & R	COM	093671105	37,817	-83,895	-68.93	1,609	-62.57	0.1001
2022-08-15	2022-06-30	13F	BLOCK H & R	COM	093671105	121,712	81,445	202.26	4,299	309.82	0.1576
2022-05-16	2022-03-31	13F	BLOCK H & R	COM	093671105	40,267	-13,881	-25.64	1,049	-17.79	0.0411
2022-02-14	2021-12-31	13F	BLOCK H & R	COM	093671105	54,148	37,451	224.30	1,276	206.00	0.0574
2021-11-15	2021-09-30	13F	BLOCK H & R	COM	093671105	16,697	-12,613	-43.03	417	-39.39	0.0238
2021-08-16	2021-06-30	13F	BLOCK H & R	COM	093671105	29,310	-2,180	-6.92	688	0.29	0.0442
2021-05-17	2021-03-31	13F	BLOCK H & R	COM	093671105	31,490	31,490		686		0.0340
2021-02-16	2020-12-31	13F	BLOCK H & R	COM	093671105	0	-102,709	-100.00	0	-100.00
2020-11-16	2020-09-30	13F	BLOCK H & R	COM	093671105	102,709	-38,975	-27.51	1,673	-17.30	0.0785
2020-08-17	2020-06-30	13F	BLOCK H & R	COM	093671105	141,684	102,394	260.61	2,023	265.82	0.1029
2020-05-15	2020-03-31	13F	BLOCK H & R	COM	093671105	39,290	20,614	110.38	553	25.97	0.0398
2020-02-14	2019-12-31	13F	BLOCK H & R	COM	093671105	18,676	-67,845	-78.41	439	-78.52	0.0193
2019-11-14	2019-09-30	13F	BLOCK H & R	COM	093671105	86,521	86,521		2,044		0.1038
2018-02-01	2017-12-31	13F	BLOCK H & R	COM	093671105	0	-76,576	-100.00	0	-100.00
2017-11-13	2017-09-30	13F	BLOCK H & R	COM	093671105	76,576	76,576		2,028		0.1706
2016-08-11	2016-06-30	13F	BLOCK H & R	COM	093671105	0	-33,055	-100.00	0	-100.00
2016-05-09	2016-03-31	13F	BLOCK H & R	COM	093671105	33,055	16,555	100.33	873	58.73	0.0681
2016-02-05	2015-12-31	13F	BLOCK H & R	COM	093671105	16,500	-1,406	-7.85	550	-15.12	0.0371
2015-11-16	2015-09-30	13F	BLOCK H & R	COM	093671105	17,906	17,906	0.00	648		0.0552
2015-08-14	2015-06-30	13F	BLOCK H & R	COM	093671105	0	-11,700	-100.00	0	-100.00
2015-05-15	2015-03-31	13F	BLOCK H & R	COM	093671105	11,700	11,700		375		0.0499

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.