Edgestream Partners, L.P.

Position in HRB — H&R Block Inc

CIK 1535061 Princeton, NJ

Position in HRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,731,611

+$547,689 QoQ

Shares Held

45,473

+110.8% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#169

of 539 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $9,362,401 across 3 Personal Services names. HRB ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	160,663	$6,706,073
2	HRB	H&R Block Inc This page	45,473	$1,731,611
3	FTDR	Frontdoor, Inc.	11,918	$924,717

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,731,611	45,473	+110.8%	Shares	Sole	2026-08-11
2025-06-30	$1,183,922	21,569	-88.9%	Shares	Sole	2025-08-13
2025-03-31	$10,628,818	193,568	+201.8%	Shares	Sole	2025-05-02
2024-03-31	$3,149,375	64,129	+409.5%	Shares	Sole	2024-05-10
2023-09-30	$541,953	12,586	-45.3%	Shares	Sole	2023-11-15
2023-03-31	$811,737	23,028	-66.9%	Shares	Sole	2023-05-15
2022-12-31	$2,542,300	69,633	+347.5%	Shares	Sole	2023-02-13
2022-09-30	$662,007	15,562	-70.4%	Shares	Sole	2022-11-14
2022-06-30	$1,856,631	52,566	+69.5%	Shares	Sole	2022-08-12
2022-03-31	$807,500	31,010	-63.3%	Shares	Sole	2022-05-13
2021-12-31	$1,991,479	84,528	+19.9%	Shares	Sole	2022-02-15
2021-03-31	$1,537,379	70,522	-32.5%	Shares	Sole	2021-05-06
2020-09-30	$1,703,021	104,544	+304.0%	Shares	Sole	2020-11-10
2020-06-30	$369,537	25,878	-43.4%	Shares	Sole	2020-08-11
2020-03-31	$643,371	45,694	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.