PCM
XZO

Portolan Capital Management’s Exzeo Group XZO Stock Holding History

Portolan Capital 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 		$3.08M Sell
209,885
-195,129
-48% -$3.47M 0.16% 118
2025
Q4 		$9.82M Buy
+405,014
New +$7.7M 0.53% 69

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 $145B AUM 34.61% 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Portolan Capital Management's XZO Position: Q1 2026 in Review

Portolan Capital Management reduced its Exzeo Group (XZO) stake by 48% in Q1 2026, selling an estimated $3.47M and leaving 209,885 shares worth $3.08M. The position accounts for 0.16% of the portfolio, ranked #118.

Portolan Capital Management first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.82M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Portolan Capital Management held 209,885 shares of Exzeo Group worth $3.08M as of Q1 2026.
  • Portolan Capital Management sold 195,129 Exzeo Group shares in Q1 2026, an estimated $3.47M.
  • Exzeo Group made up 0.16% of Portolan Capital Management's portfolio in Q1 2026, its #118 holding.
  • Portolan Capital Management first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Portolan Capital Management's Exzeo Group position peaked at $9.82M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

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