Catherine Wood’s XYZ Holdings & Trades

First Buy
Q4 2016
Duration Held
36 Quarters
Largest Add
Q1 2021
+3.9 M Shares
Current Position
2.67 M Shares
$193.21 M Value

Catherine Wood's XYZ Position Overview

Catherine Wood (via Ark Investment Management LLC) currently holds 2.67 M shares of Block, Inc. (XYZ) worth $193.21 M, representing 1.15% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.

Based on 13F filings, Catherine Wood has maintained a strategic position in XYZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 3.9 M shares. Largest reduction occurred in Q2 2021, reducing 2.94 M shares.

Analysis based on 13F filings available since 2013 Q2

Catherine Wood's Block (XYZ) Holding Value Over Time

Track share changes against reported price movement

Quarterly Block (XYZ) Trades by Catherine Wood

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2016 +233,413 Add 0.00% 233,412 $13.63
Q1 2017 +10,588 Add 4.54% 244,000 $17.28
Q2 2017 +44,524 Add 18.25% 288,524 $23.46
Q4 2017 +676,780 Add 0.00% 676,779 $34.67
Q1 2018 +413,745 Add 61.13% 1.09 M $49.20
Q2 2018 +275,637 Add 25.28% 1.37 M $61.64
Q3 2018 -334,411 Reduce 24.48% 1.03 M $99.01
Q4 2018 +1.1 M Add 107.02% 2.14 M $56.09
Q1 2019 -3,042 Reduce 0.14% 2.13 M $74.92
Q2 2019 +373,765 Add 17.52% 2.51 M $72.53
Q3 2019 +917,442 Add 36.60% 3.42 M $61.95
Q4 2019 +323,893 Add 9.46% 3.75 M $62.56
Q1 2020 +1.03 M Add 27.51% 4.78 M $52.38
Q2 2020 +1.26 M Add 26.30% 6.04 M $104.94
Q3 2020 -205,854 Reduce 3.41% 5.83 M $162.55
Q4 2020 +1.25 M Add 21.48% 7.08 M $217.64
Q1 2021 +3.9 M Add 55.01% 10.98 M $227.05
Q2 2021 -2.94 M Reduce 26.77% 8.04 M $243.80
Q3 2021 -1.92 M Reduce 23.87% 6.12 M $239.84
Q4 2021 +56,878 Add 0.93% 6.18 M $161.51
Q1 2022 +2.13 M Add 34.47% 8.31 M $135.60
Q2 2022 +829,086 Add 9.98% 9.14 M $87.51
Q3 2022 +56,211 Add 0.62% 9.19 M $54.99
Q4 2022 -188,489 Reduce 2.05% 9 M $62.84
Q1 2023 +1.47 M Add 16.30% 10.47 M $68.65
Q2 2023 +256,004 Add 2.44% 10.73 M $66.57
Q3 2023 +160,179 Add 1.49% 10.89 M $44.26
Q4 2023 +1 M Add 9.19% 11.89 M $77.35
Q1 2024 -1.83 M Reduce 15.42% 10.05 M $84.58
Q2 2024 -1.76 M Reduce 17.52% 8.29 M $64.49
Q3 2024 -1.67 M Reduce 20.10% 6.63 M $67.13
Q4 2024 -1.7 M Reduce 25.62% 4.93 M $84.99
Q1 2025 -848,409 Reduce 17.22% 4.08 M $54.33
Q2 2025 -987,855 Reduce 24.22% 3.09 M $67.93
Q3 2025 -418,240 Reduce 13.53% 2.67 M $72.27

Catherine Wood's Block Investment FAQs

Catherine Wood first purchased Block, Inc. (XYZ) in Q4 2016, acquiring 233,412 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Catherine Wood has held Block, Inc. (XYZ) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Catherine Wood's largest addition to Block, Inc. (XYZ) was in Q1 2021, adding 10,978,316 shares worth $2.49 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 2,673,415 shares of Block, Inc. (XYZ), valued at approximately $193.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Block, Inc. (XYZ) represents approximately 1.15% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Catherine Wood's peak holding in Block, Inc. (XYZ) was 11,887,628 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.