XZOExzeo Group, Inc.

$16.67

Who owns XZO

65 institutions reported holding XZO for 2026Q1, together 8.2% of the company, more than the 41 a quarter earlier.

65

Institutions reporting a position · as of 2026Q1 · up from 41 the quarter before

Shares held by institutions
7.2M

Shares held by institutions · 8.2% of the company · long US equity positions only, as reported on Form 13F

Reported value
$106M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
3.5%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
2
New positions
37
Positions exited
14
Added to
15
Reduced
11
Top 10 holdersof the company
5.1%
Largest reported holders, 2026Q1
HolderShares% of companyValue
HENDERSON GROUP PLC0.7M0.80%$10M
FJ Capital Management LLC0.7M0.77%$10M
GOLDMAN SACHS GROUP INC0.6M0.68%$8.9M
JENNISON ASSOCIATES LLC0.6M0.65%$8.4M
Driehaus Capital Management LLC0.5M0.60%$7.8M
Whetstone Capital Advisors, LLC0.4M0.46%$6.0M
ESSEX INVESTMENT MANAGEMENT CO LLC0.3M0.33%$4.2M
BlackRock Inc.0.3M0.31%$4.0M
JANE STREET GROUP, LLC0.2M0.28%$3.6M
Holocene Advisors, LP0.2M0.24%$3.1M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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