AI
XZO

Atom Investors’s Exzeo Group XZO Stock Holding History

Atom Investors’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
98,058
-62,138
-39% -$914K 0.15% 219
2026
Q1 		$2.35M Sell
160,196
-147
-0.1% -$2.61K 0.17% 212
2025
Q4 		$3.89M Buy
+160,343
New +$3.05M 0.31% 109

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atom Investors's XZO Position: Q2 2026 in Review

Atom Investors reduced its Exzeo Group (XZO) stake by 39% in Q2 2026, selling an estimated $914K and leaving 98,058 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #219.

Atom Investors first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.89M in Q4 2025. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Atom Investors held 98,058 shares of Exzeo Group worth $1.65M as of Q2 2026.
  • Atom Investors sold 62,138 Exzeo Group shares in Q2 2026, an estimated $914K.
  • Exzeo Group made up 0.15% of Atom Investors's portfolio in Q2 2026, its #219 holding.
  • Atom Investors first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
  • Atom Investors's Exzeo Group position peaked at $3.89M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.