Blueshift Asset Management, LLC

Position in HRB — H&R Block Inc

CIK 1727827 RED BANK, NJ

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$248,281

-$234,770 QoQ

Shares Held

6,520

-57.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#345

of 536 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Blueshift Asset Management, LLC holds $3,324,388 across 3 Personal Services names. HRB ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFAM	Bright Horizons Family Solutions Inc.	35,539	$2,519,004
2	ROL	Rollins Inc	13,347	$557,103
3	HRB	H&R Block Inc This page	6,520	$248,281

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,281	6,520	-57.2%	Shares	Sole	2026-08-14
2026-03-31	$483,051	15,219	-10.9%	Shares	Sole	2026-05-14
2024-12-31	$902,560	17,081	-7.0%	Shares	Sole	2025-02-11
2023-03-31	$647,683	18,374	-39.8%	Shares	Sole	2023-05-12
2022-12-31	$1,113,956	30,511	-68.0%	Shares	Sole	2023-02-14
2021-12-31	$2,245,762	95,321	+21.5%	Shares	Sole	2022-02-11
2021-09-30	$1,961,225	78,449	-26.2%	Shares	Sole	2021-11-12
2021-03-31	$2,317,885	106,325	-0.1%	Shares	Sole	2021-05-06
2020-12-31	$1,687,519	106,401	-14.3%	Shares	Sole	2021-02-12
2020-06-30	$1,773,847	124,219	+727.6%	Shares	Sole	2020-08-13
2020-03-31	$211,340	15,010	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.