XP Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
XP Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income products; advisory services for mass-affluent and institutional clients; and wealth management services for high-net-worth customers and institutional clients. The company also offers Xpeed, an online financial education portal that offers seminars, classes, and learning tools to help teach individuals on topics, such as basics of investing, techniques, and investment strategies, as well as insurance brokerage services. In addition, it operates XP Platform, an open product platform that provides clients to access investment products in the market, including equity and fixed income securities, mutual and hedge funds, private equity, structured products, credit cards, loan operations, life insurance, pension plans, real-estate investment funds, and others. The company was founded in 2001 and is based in São Paulo, Brazil.
XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income products; advisory services for mass-affluent and institutional clients; and wealth management services for high-net-worth customers and institutional clients. The company also offers Xpeed, an online financial education portal that offers seminars, classes, and learning tools to help teach individuals on topics, such as basics of investing, techniques, and investment strategies, as well as insurance brokerage services. In addition, it operates XP Platform, an open product platform that provides clients to access investment products in the market, including equity and fixed income securities, mutual and hedge funds, private equity, structured products, credit cards, loan operations, life insurance, pension plans, real-estate investment funds, and others. The company was founded in 2001 and is based in São Paulo, Brazil.
No thesis.
Largest filed tie
0
filed ties
Annual filing, covered
20-F parsed · Apr 29 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
20-F parsed · Apr 29 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
XP Inc.
15.09
+0.53 · +3.64%
—
Expected move
No implied move.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $796.7M | 14.22% | +5.34% |
| Dodge & COX | $529.5M | 9.45% | −0.50% |
| ARGA | $400.7M | 7.15% | +19.06% |
| General Atlantic | $334.4M | 5.97% | 0.00% |
| Capital World Investors | $315.0M | 5.62% | +1.40% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $796.7M | 14.22% | +5.34% |
| Dodge & COX | $529.5M | 9.45% | −0.50% |
| ARGA | $400.7M | 7.15% | +19.06% |
| General Atlantic | $334.4M | 5.97% | 0.00% |
| Capital World Investors | $315.0M | 5.62% | +1.40% |
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; no measured co-movers for XP Inc..
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; no measured co-movers for XP Inc..