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Tandem Capital Management’s XP XP Stock Holding History

Tandem 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 		$292K Sell
17,983
-1,680
-9% -$30K 0.12% 99
2026
Q1 		$374K Sell
19,663
-540
-3% -$10.4K 0.19% 90
2025
Q4 		$331K Buy
20,203
+4,150
+26% +$73.1K 0.15% 97
2025
Q3 		$302K Hold
16,053
– – 0.14% 99
2025
Q2 		$324K Sell
16,053
-160
-1% -$2.77K 0.16% 98
2025
Q1 		$223K Sell
16,213
-300
-2% -$4.13K 0.12% 106
2024
Q4 		$196K Sell
16,513
-4,443
-21% -$69.9K 0.1% 110
2024
Q3 		$376K Sell
20,956
-2,700
-11% -$49.2K 0.2% 94
2024
Q2 		$404K Sell
23,656
-625
-3% -$12.9K 0.22% 92
2024
Q1 		$623K Sell
24,281
-780
-3% -$19.6K 0.35% 75
2023
Q4 		$653K Sell
25,061
-60
-0.2% -$1.37K 0.41% 64
2023
Q3 		$579K Hold
25,121
– – 0.4% 65
2023
Q2 		$589K Sell
25,121
-915
-4% -$15.5K 0.38% 66
2023
Q1 		$309K Sell
26,036
-8,452
-25% -$120K 0.22% 82
2022
Q4 		$529K Sell
34,488
-16,420
-32% -$287K 0.42% 60
2022
Q3 		$919K Sell
50,908
-240
-0.5% -$4.76K 0.78% 47
2022
Q2 		$919K Hold
51,148
– – 0.74% 45
2022
Q1 		$1.31M Buy
51,148
+2,040
+4% +$63.6K 0.9% 38
2021
Q4 		$1.41M Sell
49,108
-990
-2% -$32.2K 0.81% 41
2021
Q3 		$2.01M Buy
50,098
+250
+0.5% +$11.2K 1.27% 31
2021
Q2 		$2.17M Buy
49,848
+605
+1% +$25K 1.37% 28
2021
Q1 		$1.85M Buy
49,243
+1,500
+3% +$64K 1.28% 35
2020
Q4 		$1.89M Buy
47,743
+2,000
+4% +$81.7K 1.42% 29
2020
Q3 		$1.91M Buy
45,743
+1,323
+3% +$60.4K 1.68% 21
2020
Q2 		$1.87M Sell
44,420
-525
-1% -$16.1K 1.83% 20
2020
Q1 		$867K Buy
+44,945
New +$1.52M 0.98% 39

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 $3.37T AUM 44.26% 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

Tandem Capital Management's XP Position: Q2 2026 in Review

Tandem Capital Management reduced its XP (XP) stake by 8.5% in Q2 2026, selling an estimated $30K and leaving 17,983 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #99.

Tandem Capital Management first reported a position in XP in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.17M in Q2 2021. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Tandem Capital Management held 17,983 shares of XP worth $292K as of Q2 2026.
  • Tandem Capital Management sold 1,680 XP shares in Q2 2026, an estimated $30K.
  • XP made up 0.12% of Tandem Capital Management's portfolio in Q2 2026, its #99 holding.
  • Tandem Capital Management first reported a position in XP in Q1 2020 and has held it in 26 quarters since.
  • Tandem Capital Management's XP position peaked at $2.17M in Q2 2021.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.