Lee Ainslie's HRB Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 114,426 shares of H&R Block, Inc. (HRB) worth $4.99 M, representing 0.05% of the portfolio. First purchased in 2015-Q4, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 114,426 shares. Largest reduction occurred in Q2 2022, reducing 73,078 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +114,426 | New Buy | 114,426 | $43.58 |
| Q2 2025 | -37,265 | Sold Out | 0 | $0.00 |
| Q1 2025 | +37,265 | New Buy | 37,265 | $54.91 |
| Q4 2024 | -18,051 | Sold Out | 0 | $0.00 |
| Q3 2024 | +18,051 | New Buy | 18,051 | $63.55 |
| Q2 2024 | -62,260 | Sold Out | 0 | $0.00 |
| Q1 2024 | +62,260 | New Buy | 62,260 | $49.11 |
| Q2 2023 | -28,712 | Sold Out | 0 | $0.00 |
| Q1 2023 | -62,072 | Reduce 68.37% | 28,712 | $35.25 |
| Q4 2022 | +57,941 | Add 176.42% | 90,784 | $36.51 |
| Q3 2022 | +32,843 | New Buy | 32,843 | $42.54 |
| Q2 2022 | -73,078 | Sold Out | 0 | $0.00 |
| Q1 2022 | +73,078 | New Buy | 73,078 | $26.04 |
| Q4 2021 | -59,803 | Sold Out | 0 | $0.00 |
| Q3 2021 | +59,803 | New Buy | 59,803 | $25.00 |
| Q1 2021 | -22,901 | Sold Out | 0 | $0.00 |
| Q4 2020 | +22,901 | New Buy | 22,901 | $15.85 |
| Q1 2016 | -30,930 | Sold Out | 0 | $0.00 |
| Q4 2015 | +30,930 | New Buy | 30,930 | $33.30 |
Lee Ainslie's H&R Block Investment FAQs
Lee Ainslie first purchased H&R Block, Inc. (HRB) in Q4 2015, acquiring 30,930 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held H&R Block, Inc. (HRB) for 19 quarters since Q4 2015.
Lee Ainslie's largest addition to H&R Block, Inc. (HRB) was in Q4 2025, adding 114,426 shares worth $4.99 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 114,426 shares of H&R Block, Inc. (HRB), valued at approximately $4.99 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in H&R Block, Inc. (HRB) was 114,426 shares, as reported at the end of Q4 2025.