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NASDAQ · Finance

XP INC XP

XP Inc. engages in the provision of financial products and services in Brazil. It operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds; derivatives and synthetic instruments; credit cards; loan operations/collateralized credit products; pension and social security funds, and life and travel insurance products; and other investment products comprising real estate funds, and equity and debt capital markets solutions, as well as wealth management services.

Sources StockAnalysis company profile stockanalysis.com
Investment Bankers/Brokers/Service

Company profile

Business mix

  • It operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds.
  • The company offers brokerage and issuer services to institutional and corporate clients.
  • In addition, the company offers securities brokerage services for institutional and retail investors.
  • It offers its sell products and services through its omni-channel distribution network and online portals.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 8.06 FCF 46.86% Buyback 2.88%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 1.0% $60.4M 2026-03-31
Baron Capital Ron Baron 0.2% $50.9M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $28.2M Estimated from net added shares
Reduction amount $2.8M Estimated from net reduced shares
Net share change / base shares +29.5% +1,330,944 / 4,515,636
Oaktree Capital Management Howard Marks 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.5% 13F value change +$6.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,320,159 Last 1 periods -148,150 (-4.5%) Total shares 3,172,009 Value $60.4M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 123.7% 13F value change +$31.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,195,477 Last 1 periods +1,479,094 (+123.7%) Total shares 2,674,571 Value $50.9M

Recent mentions

No public mentions.