LongXYZJul 2026
Block Inc.
Third Point believes Block is shifting from a user-acquisition story to a deeper monetization and earnings-compounding story. Nationwide approval for Cash App Borrow allows Block…
XYZ
Which hedge funds are long XYZ?
1 published idea on Block Inc. across 1 fund — 1 long and 0 short.
Block hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Block: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.