XP Inc. Class AXP

13F holders, Q4 2024 (December 31)
294holders +2
53new positions
57sold out
9famous investors
$11.87avg. 13F price*

At the end of Q4 2024, 294 institutions reported holding XP Inc. Class A (XP) in their 13F filings, up 2 from Q3 2024. 53 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($535.4M), Dodge & Cox ($511.4M) and Mawer Investment Management Ltd. ($434.7M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
XP Inc. Class A
CUSIP
G98239109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 298Q1 2024Q2 2024: 265Q2 2024Q3 2024: 292Q3 2024Q4 2024: 294Q4 2024Q1 2025: 296Q1 2025Q2 2025: 313Q2 2025Q3 2025: 328Q3 2025Q4 2025: 343Q4 2025Q1 2026: 359Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions53$208.8M
Exits57$216.4M

All 13F filers, Q3 2024 → Q4 2024: 62,081,626 shares bought and 59,173,650 shares sold, net +2,907,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

BlackRock, Inc. 0.01% Add +3.9% 45,179,007 $535.4M
Dodge & Cox 0.30% Add +23.8% 43,153,245 $511.4M
Mawer Investment Management Ltd. 1.97% Add +39.8% 36,680,224 $434.7M
General Atlantic, L.P. 12.49% No change 29,617,733 $351.0M
Capital World Investors 0.05% Reduce -4.4% 29,269,504 $346.8M
Vanguard Group Inc. 0.00% Add +6.2% 9,658,195 $114.4M
State Street Corp. 0.00% Add +9.6% 9,613,595 $113.9M
Arrowstreet Capital, Limited Partnership 0.09% New 9,213,079 $109.2M
FMR LLC 0.01% Reduce -24.1% 8,033,223 $95.2M
Squadra Investments - Gestao DE Recursos Ltda. 42.61% Reduce -37.0% 7,617,896 $90.3M
Atmos Capital Gestao DE Recursos Ltda. 19.11% Add +4.7% 7,436,029 $88.1M
Morgan Stanley 0.01% Add +38.5% 5,999,088 $71.1M
Canada Pension Plan Investment Board 0.06% Reduce -32.4% 5,629,072 $66.7M
Norges Bank 0.01% Add +1.9% 4,992,858 $59.2M
Sands Capital Management, LLC 0.17% Reduce -44.1% 4,864,145 $57.6M
Geode Capital Management, LLC 0.00% Add +2.2% 4,493,463 $53.1M
Fisher Asset Management 0.02% Reduce -1.2% 4,406,891 $52.2M
Seafarer Capital Partners, LLC 18.34% Add +12.9% 4,071,000 $48.2M
Voloridge Investment Management, LLC 0.16% Add +133.7% 3,736,302 $44.3M
Wellington Management Group LLP 0.01% Reduce -14.0% 3,726,181 $44.2M
Franklin Resources Inc. 0.01% Add +2577.4% 3,139,234 $37.2M
Ninety One UK Ltd 0.10% Add +20.8% 3,062,548 $36.3M
Legal & General Group Plc 0.01% Add +11.4% 2,658,067 $31.5M
Northern Trust Corp. 0.00% Add +131.8% 2,452,877 $29.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +41.0% 2,393,101 $28.4M
BNP Paribas Financial Markets 0.02% New 2,281,980 $27.0M
Bank of America Corp. 0.00% Reduce -58.1% 2,139,015 $25.3M
Squarepoint Ops LLC 0.06% Add +2152.5% 2,039,599 $24.2M
Goldman Sachs Group Inc. 0.00% Add +15.6% 1,847,870 $21.9M
JPMorgan Chase & Co. 0.00% Reduce -27.1% 1,842,941 $21.8M
Baron Capital (BAMCO) 0.05% Add +7.2% 1,739,892 $20.6M
National Bank of Canada 0.03% Add +1608464.8% 1,737,250 $20.6M
Causeway Capital Management LLC 0.47% New 1,728,899 $20.5M
FIL Ltd 0.02% Reduce -82.9% 1,690,584 $20.0M
Citigroup Inc. 0.02% Reduce -21.3% 1,653,934 $19.6M
Nuveen Asset Management, LLC 0.01% Reduce -34.0% 1,525,620 $18.1M
Bank of New York Mellon Corp 0.00% Reduce -67.8% 1,404,812 $16.6M
INCA Investments LLC 6.64% Add +3.0% 1,358,239 $16.1M
Ameriprise Financial Inc. 0.00% Add +9.1% 1,329,899 $15.7M
Citadel Advisors 0.01% Add +4112.9% 1,220,787 $14.5M
Trexquant Investment LP 0.15% Add +88.0% 1,064,938 $12.6M
Praetorian PR LLC 4.95% New 1,000,000 $11.8M
Itau Unibanco Holding S.A. 0.36% Reduce -33.2% 389,892 $11.6M
Truxt Investmentos Ltda. 18.66% Reduce -29.1% 977,760 $11.5M
Swiss National Bank 0.01% Reduce -0.2% 840,464 $10.0M
Janney Montgomery Scott LLC 0.03% Add +27.9% 836,944 $9.9M
Acadian Asset Management LLC 0.03% Add +152.1% 797,033 $9.4M
Bienville Capital Management, LLC 2.11% New 728,089 $8.6M
UBS Group AG 0.00% Add +207.4% 711,272 $8.4M
California Public Employees Retirement System 0.01% Reduce -6.5% 697,341 $8.3M
Marshall Wace, LLP 0.01% Reduce -85.4% 660,756 $7.8M
Absoluto Partners Gestao de Recursos Ltda 8.93% Reduce -62.2% 657,982 $7.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -22.8% 607,812 $7.2M
Sustainable Growth Advisers, LP 0.04% Add +7.4% 590,622 $7.0M
Robeco Institutional Asset Management B.V. 0.01% Add +16.8% 555,995 $6.6M
Quantbot Technologies LP 0.24% Add +2680.2% 547,649 $6.5M
Cubist Systematic Strategies, LLC 0.10% Add +8.0% 537,368 $6.4M
Russell Investments Group, Ltd. 0.01% Add +26.4% 531,681 $6.3M
Earnest Partners LLC 0.03% Reduce -1.8% 526,293 $6.2M
Millennium Management 0.01% Reduce -79.3% 523,689 $6.2M
Deutsche Bank AG 0.00% Add +8.7% 517,557 $6.1M
JARISLOWSKY, FRASER Ltd 0.03% Add +29.1% 486,118 $5.8M
Crossmark Global Holdings, Inc. 0.10% New 464,734 $5.5M
Public Employees Retirement System of Ohio 0.02% Add +167.6% 464,597 $5.5M
Verition Fund Management LLC 0.03% Add +1260.3% 452,630 $5.4M
Jane Street Group, LLC 0.01% Add +189.5% 449,487 $5.3M
Amundi 0.00% Add +4.2% 479,341 $5.3M
Rhumbline Advisers 0.00% Add +3.6% 429,339 $5.1M
Man Group plc 0.02% Reduce -68.6% 417,075 $4.9M
Sei Investments Co. 0.01% Reduce -28.2% 402,601 $4.8M
Qube Research & Technologies Ltd 0.01% New 360,901 $4.3M
Pictet Asset Management Holding SA 0.00% Add +33.5% 359,640 $4.3M
Jump Financial, LLC 0.09% Add +306.7% 357,883 $4.2M
Voya Investment Management LLC 0.01% Add +7.0% 355,394 $4.2M
First Trust Advisors LP 0.00% Add +127.4% 339,838 $4.0M
Invesco Ltd. 0.00% Reduce -11.1% 324,082 $3.8M
Public Sector Pension Investment Board 0.02% Reduce -0.7% 314,700 $3.7M
Teza Capital Management LLC 0.53% Add +293.6% 297,520 $3.5M
HRT Financial LP 0.02% New 292,047 $3.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 301,105 $3.5M
Royal London Asset Management Ltd. 0.01% New 285,800 $3.4M
PDT Partners, LLC 0.29% Add +736.6% 273,873 $3.2M
Point72 Asset Management 0.01% Add +99.1% 268,975 $3.2M
State Board of Administration of Florida Retirement System 0.01% Add +41.9% 267,997 $3.2M
Loomis Sayles & Co. L P 0.00% No change 264,782 $3.1M
Handelsbanken Fonder AB 0.01% Reduce -15.8% 264,231 $3.1M
New York State Common Retirement Fund 0.00% Add +5.8% 263,747 $3.1M
Aviva PLC 0.01% Add +2.4% 252,800 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% — 239,766 $2.8M
Strategic Global Advisors, LLC 0.52% Add +362.0% 238,524 $2.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +27.3% 227,669 $2.7M
Treasurer of the State of North Carolina 0.01% Add +1.3% 226,955 $2.7M
Kapitalo Investimentos Ltda 1.79% No change 225,664 $2.7M
Graham Capital Management, L.P. 0.13% New 218,936 $2.6M
Renaissance Technologies 0.00% New 217,000 $2.6M
Alliancebernstein L.P. 0.00% Add +49.8% 215,664 $2.6M
Caisse de depot et placement du Quebec 0.01% Add +178.6% 213,700 $2.5M
Penserra Capital Management LLC 0.04% Add +11.1% 193,821 $2.3M
Engineers Gate Manager LP 0.04% Reduce -47.2% 180,949 $2.1M
Barings LLC 0.05% No change 180,900 $2.1M
D. E. Shaw & Co. 0.00% Reduce -94.6% 173,013 $2.1M
Barclays PLC 0.00% Add +161.3% 171,070 $2.0M
Susquehanna International Group, LLP 0.00% Add +502.7% 164,766 $2.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -34.4% 163,238 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -81.2% 157,177 $1.9M
Grandeur Peak Global Advisors, LLC 0.16% Reduce -13.2% 152,979 $1.8M
Magnetar Financial LLC 0.05% Add +347.6% 152,054 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +16.7% 144,940 $1.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -81.5% 144,900 $1.7M
Quadrature Capital Ltd 0.03% New 141,407 $1.7M
Korea Investment CORP 0.00% Reduce -0.1% 138,900 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +50.8% 137,210 $1.6M
Lansforsakringar Fondforvaltning AB (publ) 0.01% — 136,000 $1.6M
Jain Global LLC 0.05% — 133,845 $1.6M
HSBC Holdings PLC 0.00% Add +60.3% 127,991 $1.5M
Bank of Nova Scotia 0.00% Reduce -26.4% 123,752 $1.5M
Prudential Financial Inc. 0.00% Add +166.9% 86,060 $1.4M
American Century Companies Inc. 0.00% Add +27.1% 117,238 $1.4M
Aquatic Capital Management LLC 0.04% New 115,008 $1.4M
KLP Kapitalforvaltning As 0.01% — 112,500 $1.3M
National Pension Service 0.00% Add +1.4% 109,700 $1.3M
KBC Group NV 0.00% Add +18.4% 107,186 $1.3M
Walleye Capital LLC 0.01% Add +49.6% 102,620 $1.2M
Edgestream Partners, L.P. 0.05% New 97,953 $1.2M
Resona Asset Management Co.,Ltd. 0.01% Reduce -15.9% 87,765 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -64.1% 85,836 $1.0M
Stifel Financial Corp. 0.00% Add +101.5% 83,238 $986K
Osaic Holdings, Inc. 0.00% Reduce -26.5% 81,978 $971K
Tidal Investments LLC 0.01% Add +8.7% 75,923 $900K
Storebrand Asset Management As 0.00% Add +1321.6% 73,952 $876K
Walleye Trading LLC 0.02% Add +38.5% 68,656 $814K
Lazard Asset Management LLC 0.00% Add +2161.0% 63,601 $753K
Danske Bank A/S 0.00% Add +138.3% 63,400 $751K
Exchange Traded Concepts, LLC 0.01% Reduce -6.2% 60,729 $720K
Mirabella Financial Services LLP 0.07% New 59,864 $709K
APG Asset Management N.V. 0.00% Add +7.2% 59,300 $679K
Skandinaviska Enskilda Banken AB (publ) 0.00% Add +154.3% 56,196 $662K
L2 Asset Management, LLC 0.14% Reduce -15.6% 55,463 $657K
Asset Management One Co., Ltd. 0.00% Add +17.5% 53,778 $650K
California State Teachers Retirement System 0.00% Add +81.4% 54,344 $644K
Cloverfields Capital Group, LP 0.20% Add +7.0% 52,571 $623K
Global Endowment Management, LP 0.08% Add +4.3% 51,263 $607K
Nebula Research & Development LLC 0.07% Reduce -26.2% 50,737 $601K
Novem Group 0.09% — 50,283 $596K
Ossiam 0.01% Add +28.2% 49,457 $586K
Marshall Financial Group, LLC 0.14% Add +15.5% 48,678 $577K
Royal Bank of Canada 0.00% Reduce -38.3% 48,666 $576K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -13.8% 48,448 $574K
Prudential PLC 0.00% Add +158.9% 46,366 $549K
LBP Am SA 0.01% Add +195.3% 44,958 $533K
Nomura Asset Management Co. Ltd. 0.00% No change 42,750 $507K
PharVision Advisers, LLC 0.41% — 41,042 $486K
Macquarie Group Ltd. 0.00% Add +34.7% 40,065 $475K
Qsemble Capital Management, LP 0.06% Reduce -24.6% 39,177 $464K
Natixis 0.00% Reduce -82.3% 37,693 $447K
VPR Management LLC 0.23% No change 37,068 $439K
Cetera Investment Advisers 0.00% Reduce -15.2% 34,147 $405K
Virtu Financial LLC 0.02% New 33,103 $392K
Centiva Capital, LP 0.01% Reduce -66.4% 32,640 $387K
Raymond James Financial Inc. 0.00% — 31,914 $378K
SG Americas Securities, LLC 0.00% Add +179.5% 30,890 $366K
Campbell & CO Investment Adviser LLC 0.03% New 28,610 $339K
LPL Financial LLC 0.00% Add +123.5% 28,368 $336K
Gulf International Bank (UK) Ltd 0.01% No change 28,341 $335K
DNB Asset Management AS 0.00% No change 28,166 $334K
Financial Advocates Investment Management 0.02% Add +60.2% 27,776 $329K
AQR Capital Management 0.00% Add +24.4% 27,442 $323K
Stratos Wealth Partners, LTD. 0.00% Add +12.3% 27,219 $323K
Credit Agricole S A 0.00% Reduce -9.6% 27,194 $322K
Twinbeech Capital LP 0.01% Reduce -97.5% 25,580 $303K
Impact Partnership Wealth, LLC 0.06% New 25,253 $299K
Ethic Inc. 0.01% Add +41.3% 25,114 $298K
Outlook Wealth Advisors, LLC 0.08% Add +47.2% 23,781 $282K
Maryland State Retirement & Pension System 0.01% No change 23,319 $276K
Xponance LLC 0.00% Add +16.5% 23,286 $276K
Legacy Wealth Asset Management, LLC 0.07% Reduce -17.9% 22,779 $270K
IMC-Chicago, LLC 0.01% New 22,779 $270K
Creative Planning 0.00% Reduce -46.0% 22,740 $269K
Fox Run Management, L.L.C. 0.05% New 22,635 $268K
Numerai GP LLC 0.07% Add +93.8% 22,604 $268K
Principal Financial Group Inc. 0.00% Reduce -17.4% 22,408 $266K
Sterling Capital Management LLC 0.00% Add +52.1% 22,404 $265K
Amalgamated Bank 0.00% No change 22,239 $264K
XTX Topco Ltd 0.02% New 22,234 $263K
Neuberger Berman Group LLC 0.00% New 22,147 $262K
Utah Retirement Systems 0.00% No change 21,900 $260K
Crestline Management, L.P. 0.01% New 21,705 $257K
Private Advisor Group, LLC 0.00% Add +6.1% 20,819 $247K
Kestra Advisory Services, LLC 0.00% Add +2.3% 19,854 $235K
Quantinno Capital Management LP 0.00% New 19,141 $227K
STRS Ohio 0.00% Add +13.6% 18,361 $218K
Aberdeen Group plc 0.00% Add +24.9% 17,579 $210K
Malaga Cove Capital, LLC 0.08% Reduce -8.3% 17,007 $202K
&partners 0.00% New 17,126 $196K
Tandem Capital Management Corp. 0.10% Reduce -21.2% 16,513 $196K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -10.7% 16,266 $193K
First Hawaiian Bank 0.01% New 16,084 $191K
Mariner, LLC 0.00% New 15,927 $189K
Guggenheim Capital LLC 0.00% Add +40.0% 15,850 $188K
Kestra Private Wealth Services, LLC 0.00% Reduce -33.5% 15,742 $187K
Boothbay Fund Management, LLC 0.01% Reduce -12.1% 15,605 $185K
Blueshift Asset Management, LLC 0.07% New 15,522 $184K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -9.8% 14,769 $175K
Tudor Investment Corporation 0.00% Reduce -44.3% 14,706 $174K
Assenagon Asset Management S.A. 0.00% Reduce -10.1% 14,324 $170K
LSV Asset Management 0.00% New 14,100 $167K
Bridgefront Capital, LLC 0.06% Reduce -11.9% 14,079 $167K
Alaska Permanent Fund Corp 0.00% No change 13,530 $160K
Intech Investment Management LLC 0.00% New 13,152 $156K
Leonteq Securities AG 0.01% Add +399.1% 12,906 $153K
Dynamic Technology Lab Private Ltd 0.02% New 12,329 $146K
Tower Research Capital LLC (TRC) 0.00% Add +134.1% 11,745 $139K
Schroder Investment Management Group 0.00% Reduce -94.1% 11,740 $139K
Merit Financial Group, LLC 0.00% New 11,572 $137K
Yousif Capital Management, LLC 0.00% Reduce -37.2% 11,301 $134K
Fieldview Capital Management, LLC 0.02% — 11,296 $134K
Petrus Trust Company, LTA 0.01% New 11,277 $134K
Ensign Peak Advisors, Inc 0.00% New 10,700 $127K
Wells Fargo & Company 0.00% Reduce -47.5% 10,680 $127K
US Bancorp \de 0.00% Reduce -9.8% 10,377 $123K
MML Investors Services, LLC 0.00% Reduce -42.1% 10,255 $122K
Federated Hermes, Inc. 0.00% New 10,066 $119K
Snowden Capital Advisors LLC 0.00% New 10,027 $119K
Hyperion Capital Advisors LP 0.06% No change 10,000 $119K
Quarry LP 0.02% Add +16.7% 9,691 $115K
Simplex Trading, LLC 0.00% New 9,312 $110K
MetLife Investment Management, LLC 0.00% Reduce -0.4% 8,983 $106K
Caitong International Asset Management Co., Ltd 0.10% — 8,947 $106K
Bayforest Capital Ltd 0.12% — 8,093 $96K
Shell Asset Management Co. 0.00% New 7,674 $91K
Point72 Hong Kong Ltd 0.01% New 7,640 $91K
Corebridge Financial, Inc. 0.00% Add +112.8% 7,495 $89K
Covestor Ltd 0.05% Reduce -16.9% 6,936 $82K
Optiver Holding B.V. 0.00% New 6,835 $81K
Principal Securities, Inc. 0.00% Add +76.7% 6,619 $78K
Twin Tree Management, LP 0.00% New 5,861 $69K
PNC Financial Services Group, Inc. 0.00% Add +22.0% 5,722 $68K
Signaturefd, LLC 0.00% Reduce -30.8% 5,326 $63K
Quadrant Capital Group LLC 0.00% Reduce -5.8% 4,663 $55K
Venturi Wealth Management, LLC 0.00% Add +541.2% 3,424 $41K
FNY Investment Advisers, LLC 0.02% New 3,400 $40K
Cwm, LLC 0.00% Add +144.1% 2,851 $34K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.9% 2,523 $30K
SBI Securities Co., Ltd. 0.00% — 2,151 $25K
Grove Bank & Trust 0.00% Reduce -5.1% 1,979 $23K
Altshuler Shaham Ltd 0.00% New 1,929 $23K
Provida Pension Fund Administrator 0.00% No change 1,858 $22K
GAMMA Investing LLC 0.00% Add +10.3% 1,569 $19K
EverSource Wealth Advisors, LLC 0.00% Reduce -28.1% 1,239 $15K
Parallel Advisors, LLC 0.00% Reduce -45.2% 1,075 $13K
NewEdge Advisors, LLC 0.00% No change 1,003 $12K
Lindbrook Capital, LLC 0.00% Reduce -45.9% 786 $9K
Pinnacle Bancorp, Inc. 0.00% No change 592 $7K
Smartleaf Asset Management LLC 0.00% Reduce -62.9% 574 $7K
Geneos Wealth Management Inc. 0.00% Add +60.5% 358 $4K
MV Capital Management, Inc. 0.00% Add +358.3% 220 $3K
MAI Capital Management 0.00% New 210 $2K
Investors Research Corp 0.00% No change 204 $2K
Group One Trading LLC 0.00% Reduce -94.5% 184 $2K
Wilmington Savings Fund Society, FSB 0.00% Add +45.0% 161 $2K
Red Tortoise LLC 0.00% New 152 $2K
Assetmark, Inc. 0.00% Add +169.8% 143 $2K
Rakuten Securities, Inc. 0.00% Reduce -30.2% 141 $2K
Allworth Financial LP 0.00% Reduce -43.0% 131 $2K
Kestra Investment Management, LLC 0.00% New 123 $1K
Brooklyn Investment Group 0.00% Reduce -86.9% 117 $1K
Activest Wealth Management 0.00% Add +6.7% 112 $1K
Farther Finance Advisors, LLC 0.00% Reduce -82.4% 112 $1K
Park Place Capital Corp 0.00% No change 103 $1K
CIBC Private Wealth Group LLC 0.00% No change 107 $1K
Parkside Financial Bank & Trust 0.00% No change 86 $1K
IFP Advisors, Inc 0.00% Add +6.4% 83 $983
Whipplewood Advisors, LLC 0.00% — 75 $889
Blue Trust, Inc. 0.00% Reduce -90.3% 73 $865
Bell Investment Advisors, Inc 0.00% No change 69 $818
Huntington National Bank 0.00% Reduce -82.9% 59 $699
Riverview Trust Co 0.00% New 41 $486
Fifth Third Bancorp 0.00% Reduce -89.6% 39 $462
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 38 $452
CoreCap Advisors, LLC 0.00% New 37 $438
Bruce G. Allen Investments, LLC 0.00% New 33 $391
Creekmur Asset Management LLC 0.00% Reduce -56.4% 17 $201
New Millennium Group LLC 0.00% New 15 $178
Jones Financial Companies LLLP 0.00% New 11 $130
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -78.0% 11 $130
WealthTrak Capital Management LLC 0.00% — 10 $119
Mather Group, Llc. 0.00% Reduce -73.7% 10 $119
Avior Wealth Management, LLC 0.00% New 9 $106
JFS Wealth Advisors, LLC 0.00% No change 6 $72
Federation des caisses Desjardins du Quebec 0.00% Reduce -100.0% 6 $71
Hollencrest Capital Management 0.00% No change 3 $36
Kimelman & Baird, LLC 0.00% No change 3 $36
Fortitude Family Office, LLC 0.00% New 3 $36
CGC Financial Services, LLC 0.00% No change 1 $12

"% of holder's portfolio" is XP's weight in each manager's 13F, not the share of XP Inc. Class A the manager owns.