Block, Inc.
US ˙ NYSE ˙ US8522341036

SecurityXYZ / Block, Inc.
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership10,354 shares
Latest Disclosed Value $ 623,127
Intellectus Partners, LLC reports 1.68% increase in ownership of XYZ / Block, Inc.

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 10,354 shares of Block, Inc. (US:XYZ) valued at $623,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,183 shares of Block, Inc.. This represents a change in shares of 1.68% during the quarter. The current value of the position is $722,709 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 .

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)
2026-04-10 2026-03-31 13F BLOCK CL A 852234103 10,354 171 1.68 623 -5.89 0.1272
2026-02-10 2025-12-31 13F BLOCK CL A 852234103 10,183 843 9.03 663 -1.93 0.1281
2025-11-12 2025-09-30 13F BLOCK CL A 852234103 9,340 -3,667 -28.19 675 -23.56 0.1308
2025-08-05 2025-06-30 13F BLOCK CL A 852234103 13,007 -5,860 -31.06 884 -13.85 0.1908
2025-04-11 2025-03-31 13F BLOCK CL A 852234103 18,867 -187 -0.98 1,025 -36.69 0.2528
2025-02-07 2024-12-31 13F BLOCK CL A 852234103 19,054 3,790 24.83 1,619 58.11 0.3584
2024-11-06 2024-09-30 13F BLOCK CL A 852234103 15,264 -40 -0.26 1,025 3.85 0.2619
2024-07-18 2024-06-30 13F BLOCK CL A 852234103 15,304 -8,600 -35.98 987 -51.21 0.2694
2024-05-03 2024-03-31 13F BLOCK CL A 852234103 23,904 -4,201 -14.95 2,022 -6.99 0.5317
2024-02-05 2023-12-31 13F BLOCK CL A 852234103 28,105 -80 -0.28 2,174 74.26 0.6274
2023-10-25 2023-09-30 13F BLOCK CL A 852234103 28,185 3,040 12.09 1,247 -25.46 0.3947
2023-07-31 2023-06-30 13F BLOCK CL A 852234103 25,145 3,016 13.63 1,674 10.14 0.5024
2023-05-04 2023-03-31 13F BLOCK CL A 852234103 22,129 -3,120 -12.36 1,519 -4.22 0.4796
2023-02-02 2022-12-31 13F Square Inc CL A Equity 852234103 25,249 5,415 27.30 1,587 45.37 0.5523
2022-11-14 2022-09-30 13F Square Inc CL A Equity 852234103 19,834 448 2.31 1,091 -8.40 0.3880
2022-08-12 2022-06-30 13F Square Inc CL A Common Stock 852234103 19,386 3,665 23.31 1,191 -44.14 0.4092
2022-05-16 2022-03-31 13F Square Inc CL A Common Stock 852234103 15,721 1,179 8.11 2,132 -9.24 0.6364
2022-02-14 2021-12-31 13F Square Inc CL A Common Stock 852234103 14,542 3,632 33.29 2,349 -10.24 0.5988
2021-11-16 2021-09-30 13F Square Inc CL A Equity 852234103 10,910 1,115 11.38 2,617 9.59 0.6334
2021-08-13 2021-06-30 13F Square Inc CL A Equity 852234103 9,795 -50 -0.51 2,388 6.85 0.5385
2021-05-17 2021-03-31 13F Square Inc CL A Equity 852234103 9,845 -335 -3.29 2,235 0.86 0.6139
2021-02-18 2020-12-31 13F/A-1 Square Inc CL A Common Stock 852234103 10,180 -750 -6.86 2,216 24.70 0.6631
2021-02-12 2020-12-31 13F Square Inc CL A Common Stock 852234103 1,830 -9,100 2,216 658,882.5756
2020-11-16 2020-09-30 13F Square Inc CL A Common Stock 852234103 10,930 -2,925 -21.11 1,777 22.21 0.6714
2020-08-14 2020-06-30 13F Square Inc CL A Equity 852234103 13,855 -3,012 -17.86 1,454 64.67 0.5636
2020-05-14 2020-03-31 13F Square Inc CL A Equity 852234103 16,867 6,210 58.27 883 32.38 0.4207
2020-01-24 2019-12-31 13F Square Inc CL A Common Stock 852234103 10,657 1,470 16.00 667 17.22 0.2714
2019-10-10 2019-09-30 13F Square Inc CL A Equity 852234103 9,187 1,135 14.10 569 -2.57 0.2501
2019-08-08 2019-06-30 13F Square Inc CL A Common Stock 852234103 8,052 0 0.00 584 -3.15 0.2527
2019-05-15 2019-03-31 13F Square Inc CL A Equity 852234103 8,052 0 0.00 603 33.41 0.2594
2019-02-14 2018-12-31 13F Square Inc CL A CL A 852234103 8,052 -150 -1.83 452 -44.33 0.3100
2018-11-15 2018-09-30 13F Square Inc CL A Equity 852234103 8,202 -1,500 -15.46 812 35.79 0.2836
2018-08-14 2018-06-30 13F Square Inc CL A Equity 852234103 9,702 -850 -8.06 598 15.22 0.2181
2018-05-15 2018-03-31 13F Square Inc CL A Equity 852234103 10,552 -15,200 -59.02 519 -41.88 0.1783
2018-02-13 2017-12-31 13F Square Inc CL A Equity 852234103 25,752 2,700 11.71 893 34.49 0.3333
2017-11-14 2017-09-30 13F Square Inc CL A Equity 852234103 23,052 14,552 171.20 664 233.67 0.2751
2017-08-15 2017-06-30 13F Square Inc CL A Equity 852234103 8,500 -3,166 -27.14 199 -1.49 0.0896
2017-05-08 2017-03-31 13F Square Inc CL A Equity 852234103 11,666 0 0.00 202 27.04 0.1027
2017-02-14 2016-12-31 13F Square Inc CL A Equity 852234103 11,666 11,666 159 0.0827
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.