Block, Inc.
AT ˙ WBAG ˙ US8522341036
61,60 € ↑1,40 (2,33%)
2026-06-04
DEL PRIS
SecurityAT:SQU / Block, Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership669 shares
Latest Disclosed Value $ 40
Capital Analysts, Inc. reports 2.14% increase in ownership of SQU / Block, Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 669 shares of Block, Inc. (AT:SQU) valued at $33,945 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 655 shares of Block, Inc.. The current value of the position is $41,210 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BLOCK CL A 852234103 669 14 2.14 0 0.0011
2026-05-15 2025-12-31 13F/A-2 BLOCK CL A 852234103 655 -53 -7.49 0 0.0388
2026-05-15 2025-12-31 13F/A-1 BLOCK CL A 852234103 53 -655 0 0.0001
2026-02-11 2025-12-31 13F BLOCK CL A 852234103 53 -655 0 0.0001
2025-11-14 2025-09-30 13F BLOCK CL A 852234103 708 -5 -0.70 0 0.0015
2025-08-13 2025-06-30 13F BLOCK CL A 852234103 713 0 0.00 0 0.0016
2025-05-14 2025-03-31 13F BLOCK CL A 852234103 713 0 0.00 0 0.0015
2025-02-14 2024-12-31 13F BLOCK CL A 852234103 713 0 0.00 0 0.0024
2024-11-13 2024-09-30 13F BLOCK CL A 852234103 713 487 215.49 0 0.0020
2024-08-14 2024-06-30 13F BLOCK CL A 852234103 226 0 0.00 0 0.0007
2024-05-14 2024-03-31 13F BLOCK CL A 852234103 226 0 0.00 0 0.0009
2024-01-30 2023-12-31 13F BLOCK CL A 852234103 226 0 0.00 0 0.0009
2023-11-13 2023-09-30 13F BLOCK CL A 852234103 226 0 0.00 0 0.0006
2023-08-11 2023-06-30 13F BLOCK CL A 852234103 226 0 0.00 0 0.0008
2023-05-05 2023-03-31 13F BLOCK CL A 852234103 226 0 0.00 0 0.0009
2023-02-08 2022-12-31 13F BLOCK CL A 852234103 226 0 0.00 0 0.0009
2022-11-14 2022-09-30 13F BLOCK CL A 852234103 226 0 0.00 0 0.0008
2022-08-12 2022-06-30 13F BLOCK CL A 852234103 226 0 0.00 0 0.0010
2022-05-12 2022-03-31 13F BLOCK CL A 852234103 226 0 0.00 0 0.0020
2022-02-10 2021-12-31 13F SQUARE CL A 852234103 226 0 0.00 0 0.0022
2021-11-04 2021-09-30 13F SQUARE CL A 852234103 226 26 13.00 0 0.0035
2021-11-15 2021-06-30 13F/A-1 SQUARE CL A 852234103 200 -225 -52.94 0 0.0033
2021-08-05 2021-06-30 13F SQUARE CL A 852234103 353 -72 0 0.0054
2021-05-17 2021-03-31 13F SQUARE CL A 852234103 425 125 41.67 0 0.0066
2021-02-16 2020-12-31 13F SQUARE CL A 852234103 300 100 50.00 0 0.0057
2020-11-12 2020-09-30 13F SQUARE CL A 852234103 200 0 0.00 0 -100.00 0.0031
2020-08-07 2020-06-30 13F SQUARE CL A 852234103 200 200 21 0.0022
2019-05-13 2019-03-31 13F SQUARE CL A 852234103 0 -300 -100.00 0 -100.00
2019-02-13 2018-12-31 13F SQUARE CL A 852234103 300 0 0.00 17 -43.33 0.0022
2018-11-07 2018-09-30 13F/A-1 SQUARE CL A 852234103 300 300 30 0.0034
2018-11-07 2018-09-30 13F SQUARE CL A 852234103 300 30
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.