EIM
XZO

Essex Investment Management’s Exzeo Group XZO Stock Holding History

Essex Investment Management’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
Q1 		$4.23M Sell
288,111
-2,965
-1% -$52.7K 0.67% 49
2025
Q4 		$7.06M Buy
+291,076
New +$5.54M 1.08% 22

Other funds holding XZO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Essex Investment Management's XZO Position: Q1 2026 in Review

Essex Investment Management reduced its Exzeo Group (XZO) stake by 1% in Q1 2026, selling an estimated $52.7K and leaving 288,111 shares worth $4.23M. The position accounts for 0.67% of the portfolio, ranked #49.

Essex Investment Management first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.06M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Essex Investment Management held 288,111 shares of Exzeo Group worth $4.23M as of Q1 2026.
  • Essex Investment Management sold 2,965 Exzeo Group shares in Q1 2026, an estimated $52.7K.
  • Exzeo Group made up 0.67% of Essex Investment Management's portfolio in Q1 2026, its #49 holding.
  • Essex Investment Management first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Essex Investment Management's Exzeo Group position peaked at $7.06M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.