Xylo TechnologiesXYLO

13F holders, Q2 2025 (June 30)
8holders +2
2new positions
0sold out
$5.08avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding Xylo Technologies Ltd. (XYLO) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Lepercq De Neuflize Asset Management LLC ($132K), UBS Group AG ($100K) and Morgan Stanley ($10K).

Company
Xylo Technologies Ltd.
CUSIP
58471G508
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 8Q2 2025Q3 2025: 4Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$2K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 9,842 shares bought and 40 shares sold, net +9,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Lepercq De Neuflize Asset Management LLC 0.12% No change 26,059 $132K
UBS Group AG 0.00% Add +74.2% 19,632 $100K
Morgan Stanley 0.00% Add +101.8% 2,010 $10K
Rhumbline Advisers 0.00% Reduce -9.0% 405 $2K
EverSource Wealth Advisors, LLC 0.00% New 363 $2K
Osaic Holdings, Inc. 0.00% No change 118 $599
BNP Paribas Financial Markets 0.00% New 100 $508
SBI Securities Co., Ltd. 0.00% Add +3.1% 33 $168

"% of holder's portfolio" is XYLO's weight in each manager's 13F, not the share of Xylo Technologies Ltd. the manager owns.