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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
Q2 		– Sell
-76,578
Closed -$1.46M – 514
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 $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Neo Ivy Capital Management's XP Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of XP (XP) in Q2 2026, closing a stake of 76,578 shares — an estimated $1.46M sold.

Neo Ivy Capital Management first reported a position in XP in Q3 2023 and held it in 5 quarters. The position peaked at $1.87M in Q4 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Neo Ivy Capital Management reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 76,578 XP shares in Q2 2026, an estimated $1.46M.
  • Neo Ivy Capital Management first reported a position in XP in Q3 2023 and held it in 5 quarters.
  • Neo Ivy Capital Management's XP position peaked at $1.87M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.