Jim Simons’s XP XP Stock Holding History

Jim Simons’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	+63,398	New	+$1.13M	﹤0.01%	2295
2025 Q3	–	Sell	-90,924	Closed	-$1.84M	–	4002
2025 Q2	$1.84M	Sell	90,924 -322,963	-78%	-$5.58M	﹤0.01%	2159
2025 Q1	$5.69M	Buy	413,887 +196,887	+91%	+$2.71M	0.01%	1351
2024 Q4	$2.57M	Buy	+217,000	New	+$3.42M	﹤0.01%	1882
2024 Q2	–	Sell	-722,800	Closed	-$18.5M	–	4028
2024 Q1	$18.5M	Sell	722,800 -541,665	-43%	-$13.6M	0.03%	667
2023 Q4	$33M	Buy	1,264,465 +1,123,990	+800%	+$25.7M	0.05%	425
2023 Q3	$3.24M	Buy	+140,475	New	+$3.52M	0.01%	1555
2023 Q2	–	Sell	-156,697	Closed	-$1.86M	–	4321
2023 Q1	$1.86M	Buy	+156,697	New	+$2.23M	﹤0.01%	2075
2021 Q4	–	Sell	-391,805	Closed	-$15.7M	–	4272
2021 Q3	$15.7M	Sell	391,805 -155,595	-28%	-$6.95M	0.02%	793
2021 Q2	$23.8M	Sell	547,400 -124,000	-18%	-$5.13M	0.03%	655
2021 Q1	$25.3M	Buy	671,400 +19,200	+3%	+$820K	0.03%	647
2020 Q4	$25.9M	Buy	652,200 +434,032	+199%	+$17.7M	0.03%	629
2020 Q3	$9.1M	Buy	+218,168	New	+$10M	0.01%	1208

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jim Simons's XP Position: Q2 2026 in Review

Jim Simons opened a new position in XP (XP) in Q2 2026: 63,398 shares worth $1.03M. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Jim Simons previously reported a position in XP as recently as Q2 2025.

Jim Simons first reported a position in XP in Q3 2020 and has held it in 13 quarters since. The position peaked at $33M in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Jim Simons held 63,398 shares of XP worth $1.03M as of Q2 2026.
XP was a new Jim Simons position in Q2 2026.
XP made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2295 holding.
Jim Simons first reported a position in XP in Q3 2020 and has held it in 13 quarters since.
Jim Simons's XP position peaked at $33M in Q4 2023.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.