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Stock
HRB
H&R Block, Inc.Consumer DiscretionarySpecialized Consumer ServicesLatest close $397 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
7
27 funds tracked
Ever held
13
Current + past
New this quarter
1
Exited this quarter
1
Marquee-fund ownership over time
Aug 14, 2013Aug 13, 2018Aug 14, 2023May 15, 2026
Now
7
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2013 | 51Q | $18 | $39 | +116% |
| Maverick Capital re-entered | Q1 2016 | 42Q | $23 | $39 | +66% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $54 | $39 | -28% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $54 | $39 | -28% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $54 | $39 | -28% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $54 | $39 | -28% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $54 | $39 | -28% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 3× in & out | Q1 2026 | Q2 2026 | → $37 | +24% |
| Renaissance Technologies 2× in & out | Q4 2025 | Q1 2026 | → $28 | -36% |
| Coatue Management | Q1 2020 | Q2 2020 | → $12 | -29% |
| Viking Global Investors | Q3 2013 | Q1 2015 | → $23 | +18% |
| Third Point | Q2 2014 | Q1 2015 | → $23 | +28% |
| Lone Pine Capital | Q3 2013 | Q1 2014 | → $20 | +2% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at H&R BLOCK INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
1
Filings · last 90d
1
Total on file
503
Recent SEC buffer
Most recent
Jun 5, 2026
30d / 90d windows measured from Jun 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40001225208-26-005853Jun 5, 2026
- Form 40001225208-26-000816Jan 23, 2026
- Form 40001225208-26-000815Jan 23, 2026
- Form 40001225208-26-000814Jan 23, 2026
- Form 40001225208-26-000457Jan 7, 2026
- Form 40001225208-26-000456Jan 7, 2026
- Form 40001225208-25-009313Nov 20, 2025
- Form 40001225208-25-009180Nov 14, 2025
- Form 40001225208-25-009042Nov 7, 2025
- Form 40001225208-25-009041Nov 7, 2025
- Form 40001225208-25-009040Nov 7, 2025
- Form 40001225208-25-009039Nov 7, 2025
- Form 40001225208-25-009038Nov 7, 2025
- Form 40001225208-25-009037Nov 7, 2025
- Form 40001225208-25-009036Nov 7, 2025
Showing 15 of 503 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · H&R Block, Inc.Annual figures sourced directly from H&R Block, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$3.76B
FY2025+4% YoY
Net income
$605.77M
FY2025+2% YoY
EPS (diluted)
$4.39
FY2025+7% YoY
Free cash flow(?)
$598.85M
FY2025-9% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for H&R BLOCK INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventJan 22, 2026
- 8-KMaterial eventNov 10, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 6, 2025
- DEF 14AFORM DEF 14ASep 24, 2025
- 8-K/AMaterial event (amended)Sep 19, 2025
- 8-KFORM 8-KAug 26, 2025
- 8-KFORM 8-KAug 25, 2025
- 8-KMaterial eventAug 15, 2025
- 10-KAnnual reportAug 15, 2025
- 8-KMaterial eventAug 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $37 | $39 | +4% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $30 | $37 | +24% |
| Maverick Capital | Q1 2026 | open | $31 | $38 | +25% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $44 | $28 | -36% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $48 | $43 | -10% |
| Maverick Capital | Q2 2025 | Q3 2025 | $55 | $48 | -12% |
| Maverick Capital | Q4 2024 | Q1 2025 | $56 | $50 | -10% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $56 | $50 | -10% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $56 | $54 | -4% |
| Citadel Advisors | Q3 2024 | open | $54 | $39 | -28% |
| Two Sigma Investments | Q3 2024 | Q1 2026 | $54 | $30 | -44% |
| D.E. Shaw | Q3 2024 | open | $54 | $39 | -28% |
| AQR Capital Management | Q3 2024 | open | $54 | $39 | -28% |
| Millennium Management | Q3 2024 | open | $54 | $39 | -28% |
| Maverick Capital | Q2 2024 | Q3 2024 | $50 | $54 | +8% |
| Maverick Capital | Q4 2022 | Q3 2023 | $37 | $32 | -12% |
| Maverick Capital | Q2 2022 | Q3 2022 | $29 | $41 | +42% |
| Bridgewater Associates | Q2 2022 | open | $29 | $38 | +35% |
| Maverick Capital | Q4 2021 | Q1 2022 | $21 | $21 | +1% |
| Bridgewater Associates | Q2 2021 | Q3 2021 | $21 | $22 | +6% |
| Maverick Capital | Q1 2021 | Q2 2021 | $16 | $21 | +28% |
| Coatue Management | Q1 2020 | Q2 2020 | $18 | $12 | -29% |
| Bridgewater Associates | Q4 2018 | Q2 2019 | $21 | $21 | -2% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $20 | $19 | -7% |
| Bridgewater Associates | Q3 2017 | Q4 2017 | $22 | $19 | -14% |
| Maverick Capital | Q1 2016 | Q2 2016 | $23 | $14 | -42% |
| Bridgewater Associates | Q3 2015 | Q1 2016 | $24 | $22 | -6% |
| Third Point | Q2 2014 | Q1 2015 | $18 | $23 | +28% |
| Bridgewater Associates | Q4 2013 | Q3 2014 | $18 | $21 | +20% |
| Lone Pine Capital | Q3 2013 | Q1 2014 | $20 | $20 | +2% |
| Viking Global Investors | Q3 2013 | Q1 2015 | $20 | $23 | +18% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.