Block, Inc.· XYZ

🇺🇸 US · LargeSP500NYSE

TechnologySoftware - InfrastructureWebsite

Price: $84.64
Day: +3.11%
Mkt Cap: $50.38B
52W Range: $48.21 – $84.81
Volume: 4.66M
Beta: 2.53

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Block, Inc.

XYZ|Technology|Software - Infrastructure

Current price: $85

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$28.1M

Net share flow-346.3K

Purchases0 ($0)

Sales27 ($28.1M)

Top Notable Transactions

Insider

Type

Value

Date

Eisen Anthony Mathew

Sale

$8.4M

Jul 15

Grassadonia Brian

Sale

$3.5M

Jul 2

Eisen Anthony Mathew

Sale

$2.9M

Jul 15

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership70.1%

13F share flow-9.7%

Investors holding1.1K

+633 adding-495 reducing

126

507

329

166

New 126Inc 507Red 329Closed 166

Top Institutional Holders

Institution

Value

Change

PRICE T ROWE ASSOCIATES INC /MD/

$2.7B

+4.6%

BLACKROCK, INC.

$2.5B

+0.6%

STATE STREET CORP

$1.4B

+0.1%

CAPITAL WORLD INVESTORS

$1.2B

+28.2%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting180

Total shares held71.1M

Share flow-8.4%

53 buying54 selling

Buying 53Unchanged 73Selling 54

Top Fund Holders

Fund

Weight

Change

HOMESTEAD FUNDS INC

169.7K

3.18%

-6.8K

PARNASSUS FUNDS

120.6K

12.49%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

XYZ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.6/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-65

Institutional Flow

50% weight

+14

Fund Flow

10% weight

Overall Smart Money sentiment of 2.6/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for XYZ

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q3 2026

27 sales totaling $28.1M (346.3K shares)

Share volume is 4.3x the historical average, significantly above normal

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, XYZ

Top 8 highest-value recent insider trades

Eisen Anthony Mathew

Director

Sell

100,000 shares at $84.00

Jul 15, 2026$8.40M

Grassadonia Brian

Officer

Sell

43,348 shares at $80.00

Jul 2, 2026$3.47M

Eisen Anthony Mathew

Director

Sell

35,000 shares at $82.50

Jul 15, 2026$2.89M

Grassadonia Brian

Officer

Sell

35,145 shares at $80.00

Oct 8, 2025$2.81M

Eisen Anthony Mathew

Director

Sell

30,000 shares at $80.00

Jul 2, 2026$2.40M

Ahuja Amrita

CFO

Sell

30,919 shares at $75.00

Apr 21, 2026$2.32M

Ahuja Amrita

CFO

Sell

16,358 shares at $78.60

Jul 21, 2025$1.29M

Jennings Owen Britton

Officer

Sell

10,424 shares at $73.20

Aug 21, 2025$763.04K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for XYZ

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

70.1% institutional ownership

Slight accumulation: 633 adding vs 495 reducing

13F shares decreased by 1.9%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+312 growing-738 shrinkingNet: -426

238

128

610

New (74)

Increased (238)

Reduced (128)

Closed (610)

Top Institutional Holders, XYZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

SUMITOMO MITSUI TRUST GROUP, INC.

2.7M

$205.2M

Ownership

0.45%

+2.9%

HYPERION ASSET MANAGEMENT LTD

2.7M

$203.9M

Ownership

0.45%

+6.9%

ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.

1.6M

$118.6M

Ownership

0.26%

+249.1%

ASSENAGON ASSET MANAGEMENT S.A.

937.5K

$71.3M

Ownership

0.16%

+372.8%

CITIGROUP INC

785.3K

$59.7M

Ownership

0.13%

-13.5%

PRINCIPAL FINANCIAL GROUP INC

587.7K

$44.7M

Ownership

0.10%

-7.8%

DEKABANK DEUTSCHE GIROZENTRALE

541.2K

$31.6M

Ownership

0.09%

No change

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

437.9K

$33.3M

Ownership

0.07%

+0.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 180 ETFs and mutual funds reporting

53 buying54 sellingNet: -1

Buying (53)

Unchanged (73)

Selling (54)

Neutral

Mixed fund activity in Q2 2026

180 ETFs and mutual funds reporting

53 buying vs 54 selling (balanced)

Top Fund Holders, XYZ

Largest 2 ETF and mutual fund positions by shares held as of latest filing

HOMESTEAD FUNDS INC

169.7K

Weight

3.18%

Decreased

PARNASSUS FUNDS

120.6K

Weight

12.49%

No change

Block, Inc.· XYZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History138Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings131Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History138Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings131Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights