UBS O'Connor’s X Financial XYF Stock Holding History

UBS O'Connor’s Portfolio XYF Stock Details XYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-205,614	Closed	-$3.59M	–	463
2025 Q2	$3.59M	Buy	205,614 +48,900	+31%	+$749K	0.1%	99
2025 Q1	$2.26M	Buy	+156,714	New	+$1.55M	0.05%	117

Other funds holding XYF

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

UBS O'Connor's XYF Position: Q3 2025 in Review

UBS O'Connor sold out of X Financial (XYF) in Q3 2025, closing a stake of 205,614 shares — an estimated $3.59M sold.

UBS O'Connor first reported a position in XYF in Q1 2025 and held it in 2 quarters. The position peaked at $3.59M in Q2 2025. 39 funds tracked by Wall St. Rank hold XYF as of Q3 2025.

UBS O'Connor reported no remaining X Financial position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 205,614 X Financial shares in Q3 2025, an estimated $3.59M.
UBS O'Connor first reported a position in X Financial in Q1 2025 and held it in 2 quarters.
UBS O'Connor's X Financial position peaked at $3.59M in Q2 2025.
39 funds tracked by Wall St. Rank held X Financial as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.