What smart money is saying about Block
XYZ
No fund has written a full thesis on Block in our archive, but 4 fund letters report a position in it — most recently Tributary Capital Management Multi-Cap Core Equity Strategy in September 2026.
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4
Reported positions
1
Bought
1
Sold
4
Letters
Position history
Between Q4 2025 and Q3 2026, 4 fund letters reported a position in Block — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Fund activity · 4 positions · 2 moves
- September 2026
“Four new positions were added to the strategy in the quarter. Block (XYZ) operates two financial platforms: Square helps businesses accept payments and manage finances and Cash App works as a digital wallet for consumers.”
Block - June 2026
“Highlighted Contributors Block Inc (XYZ) 6.50% due 5/15/2032 (Ba1/BB+) rebounded after reporting better-than-expected growth and profitability in May.”
Block - June 2026
“Highlighted Contributors Block Inc (XYZ) 6.50% due 5/15/2032 (Ba1/BB+) rebounded after reporting better-than-expected growth and profitability in May.”
Block - December 2025
“We exited Block to help fund additions to what we view as AI winners amid volatility during the quarter.”
Block
Read the letters behind these Block positions
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