NICM
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Neo Ivy Capital Management’s XP XP Stock Holding History

Neo Ivy Capital Management’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
Q1 		$1.46M Sell
76,578
-37,606
-33% -$727K 0.38% 103
2025
Q4 		$1.87M Buy
114,184
+18,156
+19% +$320K 0.3% 123
2025
Q3 		$1.8M Buy
96,028
+24,529
+34% +$440K 0.44% 81
2025
Q2 		$1.44M Buy
+71,499
New +$1.24M 0.46% 80
2023
Q4 		– Sell
-9,608
Closed -$221K – 472
2023
Q3 		$221K Buy
+9,608
New +$241K 0.1% 222

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neo Ivy Capital Management's XP Position: Q1 2026 in Review

Neo Ivy Capital Management reduced its XP (XP) stake by 33% in Q1 2026, selling an estimated $727K and leaving 76,578 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #103.

Neo Ivy Capital Management first reported a position in XP in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.87M in Q4 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Neo Ivy Capital Management held 76,578 shares of XP worth $1.46M as of Q1 2026.
  • Neo Ivy Capital Management sold 37,606 XP shares in Q1 2026, an estimated $727K.
  • XP made up 0.38% of Neo Ivy Capital Management's portfolio in Q1 2026, its #103 holding.
  • Neo Ivy Capital Management first reported a position in XP in Q3 2023 and has held it in 5 quarters since.
  • Neo Ivy Capital Management's XP position peaked at $1.87M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.