Dragoneer Investment Group, LLC — BLOCK INC XYZ: Quarterly 13F Position History
Dragoneer Investment Group, LLC has reported BLOCK INC (XYZ) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 2,918,392 shares ($175.6M market value, 5.85% of the equity book). Quarter-over-quarter share count change: 2,059,763 (-41.4%) .
- 2,918,392Shares Held (Latest Filing)
- $175.6MReported Market Value (Latest Filing)
- 5.85%Portfolio Weight (% of 13F Equity Book)
- 2,059,763Quarter-over-Quarter Share Change
- -$148.4MQuarter-over-Quarter Value Change
- 9,235,205Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,918,392 | 2,059,763 | -41.4% | $175.6M | 5.85% | $60.18 |
| Q4 2025 | 4,978,155 | 1,571,592 | -24.0% | $324.0M | 7.07% | $65.09 |
| Q3 2025 | 6,549,747 | 2,683,768 | -29.1% | $473.4M | 10.45% | $72.27 |
| Q2 2025 | 9,233,515 | 1,690 | -0.0% | $627.2M | 12.80% | $67.93 |
| Q1 2025 | 9,235,205 | +4,102,453 | +79.9% | $501.7M | 10.56% | $54.33 |
| Q4 2024 | 5,132,752 | +1,759,585 | +52.2% | $436.2M | 7.62% | $84.99 |
| Q3 2024 | 3,373,167 | 0 | — | $226.4M | 3.94% | $67.13 |
| Q2 2024 | 3,373,167 | 15,930 | -0.5% | $217.5M | 4.16% | $64.49 |
| Q1 2024 | 3,389,097 | 2,808,919 | -45.3% | $286.6M | 6.64% | $84.58 |
| Q4 2023 | 6,198,016 | 2,773,911 | -30.9% | $479.4M | 10.41% | $77.35 |
| Q3 2023 | 8,971,927 | +4,286,536 | +91.5% | $397.1M | 9.14% | $44.26 |
| Q2 2023 | 4,685,391 | +1,572,356 | +50.5% | $311.9M | 6.44% | $66.57 |
| Q1 2023 | 3,113,035 | +3,113,035 | — | $213.7M | 5.06% | $68.65 |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 2,851,979 | -100.0% | $0 | 0.00% | — |
| Q1 2022 | 2,851,979 | +1,074,290 | +60.4% | $386.7M | 4.93% | $135.60 |
| Q4 2021 | 1,777,689 | 0 | — | $287.1M | 3.30% | $161.51 |
| Q3 2021 | 1,777,689 | 0 | — | $426.4M | 5.61% | $239.84 |
| Q2 2021 | 1,777,689 | 0 | — | $433.4M | 5.58% | $243.80 |
| Q1 2021 | 1,777,689 | 0 | — | $403.6M | 5.78% | $227.05 |
| Q4 2020 | 1,777,689 | 0 | — | $386.9M | 5.79% | $217.64 |
| Q3 2020 | 1,777,689 | 0 | — | $289.0M | 6.49% | $162.55 |
| Q2 2020 | 1,777,689 | +126,571 | +7.7% | $186.6M | 6.18% | $104.94 |
| Q1 2020 | 1,651,118 | +1,651,118 | — | $86.5M | 3.86% | $52.38 |
| Q4 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2017 | 0 | 863,561 | -100.0% | $0 | 0.00% | — |
| Q3 2017 | 863,561 | 779,334 | -47.4% | $24.9M | 4.08% | $28.81 |
| Q2 2017 | 1,642,895 | 888,457 | -35.1% | $38.5M | 6.63% | $23.46 |
| Q1 2017 | 2,531,352 | 1,345,032 | -34.7% | $43.7M | 7.79% | $17.28 |
| Q4 2016 | 3,876,384 | +352,284 | +10.0% | $52.8M | 12.49% | $13.63 |
| Q3 2016 | 3,524,100 | 352,600 | -9.1% | $41.1M | 9.28% | $11.66 |
| Q2 2016 | 3,876,700 | — | — | $35.1M | 8.88% | $9.05 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dragoneer Investment Group, LLC first disclose a XYZ position in 13F-HR filings?
Dragoneer Investment Group, LLC first reported BLOCK INC (XYZ) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Dragoneer Investment Group, LLC's most recent quarter-over-quarter share-count change in XYZ?
Between Q4 2025 and Q1 2026, Dragoneer Investment Group, LLC reduced its XYZ position by 2,059,763 shares (-41.4%), leaving 2,918,392 shares at a market value of $175.6M.
Does the implied price-per-share represent Dragoneer Investment Group, LLC's cost basis in XYZ?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.