Steve Schonfeld’s Exzeo Group XZO Stock Holding History

Steve Schonfeld’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	–	Sell	-85,083	Closed	-$2.06M	–	2832
2025 Q4	$2.06M	Buy	+85,083	New	+$1.62M	0.01%	861

Other funds holding XZO

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Steve Schonfeld's XZO Position: Q1 2026 in Review

Steve Schonfeld sold out of Exzeo Group (XZO) in Q1 2026, closing a stake of 85,083 shares — an estimated $2.06M sold.

Steve Schonfeld first reported a position in XZO in Q4 2025 and held it in 1 quarter. The position peaked at $2.06M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

Steve Schonfeld reported no remaining Exzeo Group position as of Q1 2026 after selling out during the quarter.
Steve Schonfeld sold 85,083 Exzeo Group shares in Q1 2026, an estimated $2.06M.
Steve Schonfeld first reported a position in Exzeo Group in Q4 2025 and held it in 1 quarter.
Steve Schonfeld's Exzeo Group position peaked at $2.06M in Q4 2025.
65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.