Joel Greenblatt’s Exzeo Group XZO Stock Holding History

Joel Greenblatt’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	–	Sell	-10,173	Closed	-$149K	–	1920
2026 Q1	$149K	Buy	+10,173	New	+$181K	﹤0.01%	1711

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's XZO Position: Q2 2026 in Review

Joel Greenblatt sold out of Exzeo Group (XZO) in Q2 2026, closing a stake of 10,173 shares — an estimated $149K sold.

Joel Greenblatt first reported a position in XZO in Q1 2026 and held it in 1 quarter. The position peaked at $149K in Q1 2026. 85 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Joel Greenblatt reported no remaining Exzeo Group position as of Q2 2026 after selling out during the quarter.
Joel Greenblatt sold 10,173 Exzeo Group shares in Q2 2026, an estimated $149K.
Joel Greenblatt first reported a position in Exzeo Group in Q1 2026 and held it in 1 quarter.
Joel Greenblatt's Exzeo Group position peaked at $149K in Q1 2026.
85 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.