XP Inc.
US ˙ NasdaqGS ˙ KYG982391099

SecurityXP / XP Inc.
InstitutionState Street Corp
Latest Disclosed Ownership9,763,979 shares
Latest Disclosed Value $ 185,906,160
State Street Corp reports 2.75% increase in ownership of XP / XP Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 9,763,979 shares of XP Inc. (US:XP) valued at $185,906,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,503,007 shares of XP Inc.. This represents a change in shares of 2.75% during the quarter. The current value of the position is $152,318,072 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.

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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)
2026-05-15 2026-03-31 13F XP CL A G98239109 9,763,979 260,972 2.75 185,906 19.50 0.0064
2026-02-13 2025-12-31 13F XP CL A G98239109 9,503,007 144,938 1.55 155,564 -11.53 0.0052
2025-11-14 2025-09-30 13F XP CL A G98239109 9,358,069 -338,795 -3.49 175,838 -10.23 0.0061
2025-08-14 2025-06-30 13F XP CL A G98239109 9,696,864 125,818 1.31 195,877 48.84 0.0073
2025-05-15 2025-03-31 13F XP CL A G98239109 9,571,046 -42,549 -0.44 131,602 15.52 0.0054
2025-02-14 2024-12-31 13F XP CL A G98239109 9,613,595 844,920 9.64 113,921 -27.58 0.0045
2024-11-14 2024-09-30 13F XP CL A G98239109 8,768,675 4,533,899 107.06 157,310 111.19 0.0064
2024-08-14 2024-06-30 13F XP CL A G98239109 4,234,776 502,835 13.47 74,490 -22.21 0.0033
2024-05-15 2024-03-31 13F XP CL A G98239109 3,731,941 25,283 0.68 95,762 -0.90 0.0043
2024-02-14 2023-12-31 13F XP CL A G98239109 3,706,658 156,061 4.40 96,633 18.07 0.0047
2023-11-14 2023-09-30 13F XP CL A G98239109 3,550,597 101,811 2.95 81,841 1.15 0.0045
2023-08-14 2023-06-30 13F XP CL A G98239109 3,448,786 2,982,658 639.88 80,909 1,362.55 0.0042
2023-05-15 2023-03-31 13F XP CL A G98239109 466,128 64,676 16.11 5,533 -10.17 0.0003
2023-05-15 2022-12-31 13F/A-99 XP CL A G98239109 401,452 -16,300 -3.90 6,158 -22.45 0.0004
2023-05-15 2022-12-31 13F XP CL A G98239109 401,452 -16,300 6,158 0.0004
2022-11-15 2022-09-30 13F XP CL A G98239109 417,752 16,237 4.04 7,941 10.12 0.0005
2022-08-15 2022-06-30 13F XP CL A G98239109 401,515 34,488 9.40 7,211 -34.73 0.0004
2022-05-16 2022-03-31 13F XP CL A G98239109 367,027 7,700 2.14 11,048 6.98 0.0005
2022-02-14 2021-12-31 13F XP CL A G98239109 359,327 161,479 81.62 10,327 29.93 0.0005
2021-11-15 2021-09-30 13F XP CL A G98239109 197,848 7,269 3.81 7,948 -4.24 0.0004
2021-08-16 2021-06-30 13F XP CL A G98239109 190,579 0 0.00 8,300 15.61 0.0004
2021-07-09 2021-03-31 13F/A-1 XP CL A G98239109 190,579 88,013 85.81 7,179 76.43 0.0004
2021-05-17 2021-03-31 13F XP CL A G98239109 190,579 88,013 7,179 0.0004
2021-02-16 2020-12-31 13F XP CL A G98239109 102,566 46,975 84.50 4,069 75.54 0.0002
2020-11-10 2020-09-30 13F XP CL A G98239109 55,591 55,591 2,318 0.0002
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.