Block, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 970 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Ticker changed from SQ to XYZ (effective 2026 rebrand from Square, Inc. to Block, Inc.); CIK, EDGAR filer, and CUSIP (852234103) are unchanged. Former ticker SQ still appears in older filing filenames (e.g. sq-20260423.htm) and in the OTC line BSQKZ.
• Block has two share classes: Class A common stock (1 vote per share, publicly listed on NYSE as XYZ) and Class B common stock (10 votes per share, convertible 1-for-1 into Class A at any time, held only by insiders and not separately listed). As of the 10-Q cover page dated 31 Jul 2026: 540,816,000 Class A shares and 59,979,000 Class B shares outstanding.
• company.shares_outstanding (600,795,000) is Class A plus Class B COMBINED, chosen as the denominator because institutional 13F filers hold Class A only (their reported Class A share counts equal their total common-stock holdings, since none of them hold any Class B), while insiders Jack Dorsey and James McKelvey hold a mix of both classes. Using the combined total lets every register row's `shares` field mean the same thing (total common shares of Block, either class), avoiding the Class B-against-Class A-denominator error the brief warns about. Every row's pct_denominator is 'Class A plus Class B combined common shares outstanding (600,795,000 as of 31 Jul 2026, 10-Q cover page)'.
• The insider story: co-founder Jack Dorsey (Block Head and Chairperson) holds 1,000,000 Class A and 47,844,566 Class B shares (79.8% of all Class B). Because Class B carries 10 votes per share, this 8.13%-of-shares stake is 42.2% of Block's total voting power per the 2026 DEF 14A, making Dorsey the controlling vote even though he holds a small minority of shares outstanding. Co-founder James McKelvey holds the rest of the Class B float not held by Dorsey (11,940,025 shares, 19.9% of Class B, 10.5% of total voting power). No other current officer or director holds any Class B: 47,844,566 + 11,940,025 = 59,784,591 exactly matches the proxy's 'all directors and officers as a group' Class B total.
• Block holds bitcoin ($533.9 million carrying value in 'Bitcoin investment' on the 30 Jun 2026 10-Q balance sheet, down from $777.5 million at 31 Dec 2025) as a long-term investment, plus additional bitcoin held for Cash App customer facilitation. Per the brief, bitcoin is not an equity holding and is excluded from `holdings`; it is noted here only for completeness.
• Holdings side (equity stakes in OTHER companies) is empty by design, not by omission. The 10-K (FY2025, filed 26 Feb 2026) and the Q2 2026 10-Q (filed 5 Aug 2026) were searched for 'non-marketable equity', 'marketable equity', 'equity investments', 'equity method' and 'strategic investment'. Block discloses only COMBINED buckets with no investee named anywhere: (a) 'Investment in non-marketable equity securities' (investments in privately-held companies), carried at $103.366 million as of 30 Jun 2026, down from $423.198 million at 31 Dec 2025 after the Company received $329.8 million in June 2026 from the sale of one unnamed non-marketable equity security; (b) 'Investment in marketable equity securities' (investments in publicly-traded companies), $5.225 million at 31 Dec 2025 per the fair-value table, described in the 10-K as 'immaterial'. Neither bucket is split by investee in any filing found, so per the brief no holdings rows are written; both combined figures are recorded here and in unknowns instead of being assigned to any single company.
• Register numbers are FRESH Q2 2026 (period 30 Jun 2026) 13F-HR information tables fetched directly from each holder's own EDGAR filing, not the 31 Mar 2026 snapshot in data/registers/XYZ.json. That snapshot file was used only to enumerate WHICH entities to check (the Vanguard and Capital Group entity lists), per the brief; every share count and value in this file comes from a fresh 13F read with scripts/filing.py.
• Vanguard: the parent, The Vanguard Group, Inc. (CIK 0000102909), filed Form 13F-NT (a notice, no holdings) for Q2 2026, so per the project's rule the eight successor entities are the position and were summed (one, Vanguard National Trust Co, holds zero). Family total: 65,328,653 shares, $4,964,977,628.
• Capital Group: all six known registrants were checked (Capital World Investors, Capital International Investors, Capital Research Global Investors, Capital International Inc, Capital International Ltd, Capital International Sarl); only Capital World Investors holds Block stock (21,404,048 shares), so its single row is the family total.
• T. Rowe Price: both registrants were checked. T. Rowe Price Associates, Inc. holds 39,734,330 shares; T. Rowe Price Investment Management, Inc. (CIK 0001897612) holds nothing in Block for Q2 2026. T. Rowe's 13F information table reports dollar values IN THOUSANDS: the raw XML value (3,019,810) is $3,019,810,000, confirmed against the implied per-share price ($76.00), which matches BlackRock's and State Street's implied prices from the same filing round.
• Self-gate, computed from this final file exactly as the chart computes it (see scripts described in the research brief): 10 register rows, share total 288,143,141, equal to 47.96% of shares_outstanding (600,795,000). Within the brief's expected 25 to 55 percent band; the higher end reflects Block's unusually concentrated insider ownership (Dorsey + McKelvey alone are about 10.1% of shares and 52.7% of total votes) on top of a normal-sized institutional base (about 36.7% across the 7 institutional rows).
• Market cap and shares_outstanding cross-check: stockanalysis.com reported 600.79 million shares outstanding as of 18 Aug 2026 close, matching the 600,795,000 computed from the 10-Q cover page (Class A 540,816,000 + Class B 59,979,000) to within rounding.