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Block, Inc.

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Overview
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Name
Type
Shares
Price
Shares Held
Date
Reported
XYZ Stock Institutional Owners
Investor
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Change in Shares
Market Value
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Reported
XYZ Derivatives Institutional Owners
Investor
Type
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Change in Shares
Market Value
Date
Reported

Recently reported changes in XYZ holdings by institutional investors

Quarterly net insider trading by XYZ's directors and management

* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.

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Backtest Start Date
CAGR (Total)
Return (30d)
Return (1Y)
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  • YTD
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About

Backtest Start Date

Key Metrics

Return (1d)

Return (30d)

Return (1Y)

CAGR (Total)

Max Drawdown

Beta

Alpha

Sharpe Ratio

Win Rate

Average Win

Average Loss

Annual Volatility

Annual Std Dev

Information Ratio

Treynor Ratio

Total Trades

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Metrics Definitions

Disclaimer: The performance results shown are based on historical backtesting and are hypothetical in nature. Backtested performance does not represent actual trading and does not account for all market factors that may affect execution, such as liquidity, slippage, and changing market conditions. Past performance is not necessarily indicative of future results. There is no guarantee that any trading strategy will be profitable or avoid losses.

  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

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  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

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  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

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  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

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  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

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  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

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  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

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  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

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  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

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  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Government lobbying spending instances

  • $550,000 Oct 21, 2025 Issue: Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Banking Computer Industry Science/Technology
  • $510,000 Jul 21, 2025 Issue: Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Banking Computer Industry Science/Technology

XYZ Estimated quarterly lobbying spending

XYZ Revenue by Segment or Geography

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Revenue Breakdown Dashboard
XYZ Income Statement
XYZ Balance Sheet
XYZ Cash Flow
U.S. Patents

New XYZ patent grants

  • Patent Title: Intelligent loan management via a mobile application Aug. 12, 2025
  • Patent Title: Configuring verification information at point-of-sale devices Aug. 12, 2025
  • Patent Title: Systems and methods for managing cryptocurrency Aug. 12, 2025
  • Patent Title: Distributed system for custom financing Aug. 05, 2025
  • Patent Title: Auto-generated fulfillment attributes Aug. 05, 2025
  • Patent Title: Multi-participant media control and playback Jul. 29, 2025
  • Patent Title: Transaction modification based on modeled profiles Jul. 29, 2025
  • Patent Title: Intelligent image recommendations Jul. 29, 2025
  • Patent Title: Facilitating payments for users Jul. 22, 2025
  • Patent Title: Logical validation of devices against fraud and tampering Jul. 22, 2025
  • Patent Title: Integration of transaction status indications Jul. 22, 2025
  • Patent Title: Integrated interactive elements for multi-user transactions Jul. 22, 2025
  • Patent Title: Machine-learning based data compression for streaming media Jul. 15, 2025
  • Patent Title: Preliminary enablement of transaction processing circuitry Jul. 15, 2025
  • Patent Title: Proximity-based device identification for payments Jul. 15, 2025
  • Patent Title: Selection of a financial account associated with a proxy object Jul. 15, 2025
  • Patent Title: Logical validation of devices against fraud and tampering Jul. 08, 2025
  • Patent Title: Method, system, and media for extended reality storefronts Jul. 08, 2025
  • Patent Title: Establishment of a secure session between a card reader and a mobile device Jul. 08, 2025
  • Patent Title: Systems and methods for communicating with nfc readers Jul. 08, 2025
  • Patent Title: Mobile device integrating virtual payment card Jul. 01, 2025
  • Patent Title: Predicting capital needs Jul. 01, 2025
  • Patent Title: Contextual communication routing methods and systems Jun. 03, 2025
  • Patent Title: Context-based actions from matrix codes Jun. 03, 2025
  • Patent Title: Secure electronic circuitry with tamper detection Jun. 03, 2025
  • Patent Title: Authorized views for privacy preservation Jun. 03, 2025
  • Patent Title: Application integration for web payments May. 20, 2025
  • Patent Title: Predictive media caching May. 20, 2025
  • Patent Title: Transaction identification by comparison of merchant transaction data and context data May. 13, 2025
  • Patent Title: Appointment and payment handling May. 13, 2025
  • Patent Title: Reader device with a plurality of reader interfaces May. 13, 2025
  • Patent Title: Controlling processor's access to interface device May. 13, 2025
  • Patent Title: Reduced friction for merchant interactions May. 13, 2025
  • Patent Title: Reprogrammable point-of-sale transaction flows May. 13, 2025
  • Patent Title: Event-based customized recommendations in a distributed network May. 13, 2025
  • Patent Title: Tax return document generation May. 06, 2025
  • Patent Title: Peer-to-peer data object transfer and state management May. 06, 2025
  • Patent Title: Decentralized cryptographic asset exchange with secure interactive element Apr. 15, 2025
  • Patent Title: Secure account creation Apr. 15, 2025
  • Patent Title: Payment application based fund transfer Apr. 08, 2025
  • Patent Title: Dynamically determining a customized transaction flow Apr. 08, 2025
  • Patent Title: Identification via geo-fence overlap Apr. 08, 2025
  • Patent Title: Model-based personalization architecture Apr. 08, 2025
  • Patent Title: Decreasing cryptographic-operation latency on payment readers Mar. 25, 2025
  • Patent Title: Apparatuses, methods, and systems for transmitting payment proxy information Mar. 18, 2025
  • Patent Title: Access controls for a decentralized network Mar. 18, 2025
  • Patent Title: Apparatuses, methods, and systems for generating interactive digital receipts Mar. 18, 2025
  • Patent Title: Adaptive collaboration recommendation platform Mar. 18, 2025
  • Patent Title: Associating an account with a card Mar. 11, 2025
  • Patent Title: Processing multiple point-of-sale transactions Mar. 11, 2025
Government Contracts

Federal grants, loans, and purchases

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Government Contracts

Estimated quarterly amount awarded to XYZ from public contracts

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Government Contracts Dashboard
XYZ News

Recent insights relating to XYZ

CNBC Recommendations

Recent picks made for XYZ stock on CNBC

Top ETF Holders

ETFs with the largest estimated holdings in XYZ

XYZ Analyst Ratings

XYZ Stock Forecasts
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XYZ Analyst Forecasts
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Firm
Current
Previous
Date
Frequently Asked Questions
  • Is $XYZ stock a Buy, Sell, or Hold?

  • What is the price target for $XYZ stock?

* Analyst consensus is not financial advice. Please see our data disclaimers .

XYZ Top Shareholders
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Shares Held
XYZ Options Owners
Shareholder
Security
Underlying Shares
Frequently Asked Questions
  • Who owns $XYZ stock?

  • Who owns the most shares of $XYZ stock?

  • What funds own $XYZ stock?

* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.

XYZ Stock Smart Score

The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.

The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Score Breakdown
Bull Case vs Bear Case

See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.

Example:

Bulls Say:

The Bulls Say summary highlights positive aspects of the stock.

Bears Say:

The Bears Say summary points out potential risks and negative aspects of the stock.

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About XYZ

Founded in 2009, Block provides payment services to merchants, along with related services. The company also launched Cash App, a person-to-person payment network. In 2024, Square's payment volume was almost USD 250 million.

  • Address Oakland, CA
  • Market Cap 39.3 billion
  • Employees 11,372
  • Industrial Classification Services-Prepackaged Software
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