Block CEO Says ‘There Is No Moat’ as AI Lead Shrinks; Michael Saylor and Elon Musk Fire Back
Block ($XYZ) CEO Jack Dorsey posted “there is no moat” on X, arguing that AI companies no longer hold a lasting business edge over rivals as cheape...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 217,113 | $15,964,319 | +2% | 2.29% |
| 2. | Motley Fool Asset Management Bryan Hinmon | 43,480 | $3,197,084 | -2% | 0.12% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $57.82 | 313,139 | $18,106,511.14 | 434,405 | 2024-08-06 | Filing | |
| $56.86 | 121,266 | $6,895,075.62 | 121,266 | 2024-08-06 | Filing | |
| $50.97 | 23,433 | $1,194,485.46 | 540,646 | 2023-11-13 | Filing | |
| $50.99 | 15,262 | $778,238.38 | 517,213 | 2023-11-10 | Filing | |
| $51.00 | 6,412 | $326,992.12 | 501,951 | 2023-11-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.44 | 6,000 | $446,640.00 | 1,212,672 | 2026-10-28 | Filing | |
| $74.79 | 6,000 | $448,740.00 | 1,218,672 | 2026-10-27 | Filing | |
| $75.76 | 6,000 | $454,560.00 | 1,224,672 | 2026-10-26 | Filing | |
| $77.84 | 6,000 | $467,040.00 | 1,230,672 | 2026-10-23 | Filing | |
| $78.06 | 6,000 | $468,360.00 | 1,236,672 | 2026-10-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,193,746 | $161,306,143 | 4.41% | |
| 2. | 1,595,616 | $117,325,643 | 0.14% | |
| 3. | 1,044,530 | $76,804,291 | 0.07% | |
| 4. | 227,146 | $16,702,045 | 0.07% | |
| 5. | 219,496 | $16,139,541 | 0.04% |