WCA
XZO

Whetstone Capital Advisors’s Exzeo Group XZO Stock Holding History

Whetstone Capital Advisors’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 		$6.03M Buy
411,353
+226,600
+123% +$4.02M 2.09% 13
2025
Q4 		$4.48M Buy
+184,753
New +$3.51M 1.4% 17

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
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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Whetstone Capital Advisors's XZO Position: Q1 2026 in Review

Whetstone Capital Advisors increased its Exzeo Group (XZO) stake by 123% in Q1 2026, buying an estimated $4.02M and bringing the position to 411,353 shares worth $6.03M. The position accounts for 2.09% of the portfolio, ranked #13.

Whetstone Capital Advisors first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Whetstone Capital Advisors held 411,353 shares of Exzeo Group worth $6.03M as of Q1 2026.
  • Whetstone Capital Advisors bought 226,600 Exzeo Group shares in Q1 2026, an estimated $4.02M.
  • Exzeo Group made up 2.09% of Whetstone Capital Advisors's portfolio in Q1 2026, its #13 holding.
  • Whetstone Capital Advisors first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

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