XP Inc.
US ˙ NasdaqGS ˙ KYG982391099

SecurityXP / XP Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership43,358 shares
Latest Disclosed Value $ 825,538
Neuberger Berman Group LLC reports 1.32% decrease in ownership of XP / XP Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 43,358 shares of XP Inc. (US:XP) valued at $825,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 43,938 shares of XP Inc.. This represents a change in shares of -1.32% during the quarter. The current value of the position is $665,112 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F XP INC A Common G98239109 43,358 -580 -1.32 826 14.74 0.0003
2026-02-13 2025-12-31 13F XP INC A Common G98239109 43,938 -431 -0.97 719 -13.69 0.0005
2025-11-12 2025-09-30 13F XP INC A Common G98239109 44,369 167 0.38 834 -6.61 0.0006
2025-08-25 2025-06-30 13F/A-1 XP INC A Common G98239109 44,202 2,531 6.07 893 55.94 0.0007
2025-08-13 2025-06-30 13F XP INC A Common G98239109 44,202 2,531 893 0.0004
2025-05-13 2025-03-31 13F XP INC A Common G98239109 41,671 19,524 88.16 573 118.32 0.0005
2025-02-13 2024-12-31 13F XP INC A Common G98239109 22,147 22,147 262 0.0002
2024-11-14 2024-09-30 13F XP INC A Common G98239109 0 -43,065 -100.00 0 -100.00
2024-11-14 2024-06-30 13F/A-1 XP INC A Common G98239109 43,065 -9,518 -18.10 758 -43.88 0.0006
2024-08-13 2024-06-30 13F XP INC A Common G98239109 43,065 -9,518 758 0.0006
2024-11-14 2024-03-31 13F/A-1 XP INC A Common G98239109 52,583 7,899 17.68 1,349 15.89 0.0011
2024-05-13 2024-03-31 13F XP INC A Common G98239109 52,583 7,899 1,349 0.0011
2024-11-14 2023-12-31 13F/A-2 XP INC A Common G98239109 44,684 4,810 12.06 1,165 26.66 0.0010
2024-02-09 2023-12-31 13F XP INC A Common G98239109 44,684 4,810 1,165 0.0010
2023-11-14 2023-09-30 13F XP INC A Common G98239109 39,874 627 1.60 919 -0.11 0.0008
2023-08-11 2023-06-30 13F XP INC A Common G98239109 39,247 1,190 3.13 921 103.99 0.0008
2023-05-12 2023-03-31 13F XP INC A Common G98239109 38,057 -1,399 -3.55 452 -25.45 0.0004
2023-02-13 2022-12-31 13F XP INC A Common G98239109 39,456 -3,716 -8.61 605 -26.22 0.0006
2022-11-15 2022-09-30 13F XP INC A Common G98239109 43,172 -3,500 -7.50 820 -2.15 0.0009
2022-08-15 2022-06-30 13F XP INC A Common G98239109 46,672 -54,022 -53.65 838 -72.52 0.0008
2022-05-23 2022-03-31 13F/A-1 XP INC A Common G98239109 100,694 48,662 93.52 3,049 108.27 0.0026
2022-05-13 2022-03-31 13F XP INC A Common G98239109 100,694 48,662 3,005 0.0013
2022-02-11 2021-12-31 13F XP INC A Common G98239109 52,032 -306 -0.58 1,464 -28.76 0.0011
2021-11-12 2021-09-30 13F XP INC A Common G98239109 52,338 3,684 7.57 2,055 -1.25 0.0018
2021-08-13 2021-06-30 13F XP INC A Common G98239109 48,654 4,165 9.36 2,081 26.20 0.0018
2021-05-13 2021-03-31 13F XP INC A Common G98239109 44,489 8,716 24.36 1,649 16.54 0.0016
2021-02-10 2020-12-31 13F XP INC A Common G98239109 35,773 8,323 30.32 1,415 25.11 0.0015
2020-11-12 2020-09-30 13F XP INC A Common G98239109 27,450 11,115 68.04 1,131 66.32 0.0013
2020-08-13 2020-06-30 13F XP INC - Common G98239109 16,335 16,335 680 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.