XZO — EXZEO GROUP INC
As of Q2 2026, 22 SEC-registered investment managers reported holding XZO (EXZEO GROUP INC) in their latest 13F filings, with a combined reported value of $30.31M across 1.80M shares. That is -29.2% by share count (-741.03K shares) versus the previous quarter, while reported value moved -18.6%. Ownership is concentrated: the five largest holders account for 79.7% of reported value and the top ten for 93.2%.
Compared with the prior quarter, 5 opened new positions, 10 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
XZO is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 571.34K | $9.64M | 0.00% | Reduce |
| BlackRock Inc history | 457.88K | $7.72M | 0.00% | Add |
| Citadel Advisors history | 172.70K | $2.91M | 0.00% | Add |
| Two Sigma Investments history | 121.22K | $2.04M | 0.00% | Reduce |
| Geode Capital Management history | 109.16K | $1.84M | 0.00% | Add |
| Renaissance Technologies history | 71.88K | $1.21M | 0.00% | Reduce |
| Balyasny Asset Management history | 51.64K | $871.13K | 0.00% | New |
| Northern Trust Corp history | 49.23K | $830.46K | 0.00% | Add |
| Marshall Wace history | 40.87K | $689.51K | 0.00% | Reduce |
| Morgan Stanley history | 27.63K | $466.19K | 0.00% | Add |
| AQR Capital Management history | 21.99K | $371.01K | 0.00% | New |
| Bank of America Corp history | 21.70K | $366.08K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 19.74K | $333.06K | 0.00% | Add |
| BNY Mellon history | 17.02K | $287.19K | 0.00% | New |
| D. E. Shaw & Co history | 10.17K | $171.57K | 0.00% | New |
| Deutsche Bank AG history | 8.24K | $139.01K | 0.00% | Add |
| Wells Fargo & Co history | 7.50K | $126.53K | 0.00% | Add |
| Citigroup Inc history | 4.56K | $76.88K | 0.00% | Add |
| Legal & General Investment Management America history | 3.94K | $66.42K | 0.00% | Add |
| UBS Group AG history | 3.83K | $64.61K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.41K | $58.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 841 | $14.19K | 0.00% | Reduce |
Q1 2026 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Janus Henderson Group history | 703.30K | $10.32M | 0.01% | Add |
| Goldman Sachs Group history | 604.27K | $8.86M | 0.00% | Add |
| BlackRock Inc history | 274.71K | $4.03M | 0.00% | New |
| Two Sigma Investments history | 198.43K | $2.91M | 0.00% | Add |
| Marshall Wace history | 188.45K | $2.76M | 0.00% | Add |
| Renaissance Technologies history | 167.62K | $2.46M | 0.00% | New |
| Citadel Advisors history | 113.75K | $1.67M | 0.00% | Reduce |
| Geode Capital Management history | 94.38K | $1.38M | 0.00% | New |
| Bank of America Corp history | 58.70K | $861.06K | 0.00% | Add |
| UBS Group AG history | 44.53K | $653.21K | 0.00% | Add |
| Northern Trust Corp history | 39.05K | $572.88K | 0.00% | New |
| Morgan Stanley history | 22.73K | $333.49K | 0.00% | Add |
| Charles Schwab Investment Management history | 16.78K | $246.22K | 0.00% | New |
| Deutsche Bank AG history | 3.86K | $56.57K | 0.00% | New |
| Wells Fargo & Co history | 2.87K | $42.03K | 0.00% | Add |
| Citigroup Inc history | 2.50K | $36.60K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 959 | $14.07K | 0.00% | New |
| Legal & General Investment Management America history | 640 | $9.41K | 0.00% | New |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Janus Henderson Group history | 618.18K | $14.99M | 0.01% | New |
| Goldman Sachs Group history | 517.57K | $12.55M | 0.00% | New |
| Citadel Advisors history | 440.00K | $10.67M | 0.00% | New |
| Millennium Management history | 156.64K | $3.80M | 0.00% | New |
| Marshall Wace history | 111.56K | $2.71M | 0.00% | New |
| Balyasny Asset Management history | 100.00K | $2.42M | 0.00% | New |
| D. E. Shaw & Co history | 75.01K | $1.82M | 0.00% | New |
| Bank of America Corp history | 50.00K | $1.21M | 0.00% | New |
| Two Sigma Investments history | 12.00K | $291.00K | 0.00% | New |
| Morgan Stanley history | 8.15K | $197.59K | 0.00% | New |
| UBS Group AG history | 7.63K | $185.05K | 0.00% | New |
| Wells Fargo & Co history | 500 | $12.12K | 0.00% | New |
New Positions (Q2 2026)
- Balyasny Asset Management 51.64K sh · $871.13K
- AQR Capital Management 21.99K sh · $371.01K
- BNY Mellon 17.02K sh · $287.19K
- D. E. Shaw & Co 10.17K sh · $171.57K
- JPMorgan Chase & Co 3.41K sh · $58.09K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 703.30K sh · $10.32M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Goldman Sachs Group | 571.34K | 604.27K | 517.57K |
| BlackRock Inc | 457.88K | 274.71K | — |
| Citadel Advisors | 172.70K | 113.75K | 440.00K |
| Two Sigma Investments | 121.22K | 198.43K | 12.00K |
| Geode Capital Management | 109.16K | 94.38K | — |
| Renaissance Technologies | 71.88K | 167.62K | — |
| Balyasny Asset Management | 51.64K | — | 100.00K |
| Northern Trust Corp | 49.23K | 39.05K | — |
| Marshall Wace | 40.87K | 188.45K | 111.56K |
| Morgan Stanley | 27.63K | 22.73K | 8.15K |
| AQR Capital Management | 21.99K | — | — |
| Bank of America Corp | 21.70K | 58.70K | 50.00K |
| Charles Schwab Investment Management | 19.74K | 16.78K | — |
| BNY Mellon | 17.02K | — | — |
| D. E. Shaw & Co | 10.17K | — | 75.01K |
| Deutsche Bank AG | 8.24K | 3.86K | — |
| Wells Fargo & Co | 7.50K | 2.87K | 500 |
| Citigroup Inc | 4.56K | 2.50K | — |
| Legal & General Investment Management America | 3.94K | 640 | — |
| UBS Group AG | 3.83K | 44.53K | 7.63K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details