XP
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Capital World Investors
· Reduced
−$842M
Change
−4.7M
Date
Q1 2026
|
Capital World Investors | Reduced· Q1 2026 | −$842M | −4.7M | – | Q1 2026 | |||||
|
Capital Research Global Investors
· Reduced
−$281M
Change
−1.6M
Δ Own
−14.1%
Date
Q1 2026
|
Capital Research Global Investors | Reduced· Q1 2026 | −$281M | −1.6M | −14.1% | Q1 2026 | |||||
|
Norges
· Exited
−$269M
Change
−1.5M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$269M | −1.5M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$252M
Change
−1.4M
Δ Own
−22.5%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$252M | −1.4M | −22.5% | Q1 2026 | |||||
|
Bessemer Group Inc
· Added
+$233M
Change
+1.3M
Date
Q1 2026
|
Bessemer Group Inc | Added· Q1 2026 | +$233M | +1.3M | – | Q1 2026 | |||||
|
Cercano Management LLC
· Reduced
−$213M
Change
−1.2M
Date
Q1 2026
|
Cercano Management LLC | Reduced· Q1 2026 | −$213M | −1.2M | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Reduced
−$182M
Change
−1.0M
Δ Own
−25.7%
Date
Q1 2026
|
Durable Capital Partners LP | Reduced· Q1 2026 | −$182M | −1.0M | −25.7% | Q1 2026 | |||||
|
Cooke & Bieler LP
· Exited
−$167M
Change
−934K
Δ Own
−100.0%
Date
Q1 2026
|
Cooke & Bieler LP | Exited· Q1 2026 | −$167M | −934K | −100.0% | Q1 2026 | |||||
|
Capital International Investors
· New
+$166M
Change
+926K
Date
Q1 2026
|
Capital International Investors | New· Q1 2026 | +$166M | +926K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$135M
Change
+754K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$135M | +754K | – | Q1 2026 | |||||
|
D1 Capital Partners L.P.
· Reduced
−$134M
Change
−747K
Δ Own
−36.7%
Date
Q1 2026
|
D1 Capital Partners L.P. | Reduced· Q1 2026 | −$134M | −747K | −36.7% | Q1 2026 | |||||
|
FMR LLC
· Added
+$125M
Change
+699K
Δ Own
+24.0%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$125M | +699K | +24.0% | Q1 2026 | |||||
|
UBS Group AG
· Reduced
−$118M
Change
−660K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | −$118M | −660K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$115M
Change
+640K
Δ Own
+123.6%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$115M | +640K | +123.6% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$113M
Change
+630K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$113M | +630K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Kneeland Michael
· Director
Grant (A)
388
|
Kneeland Michael | Director | Grant (A) | – | 388 | – | 388 | – | Jul 27, 2026 | Jul 28, 2026 | |||||||||
|
Landry Allison
· Director
Sell
−$517K
|
Landry Allison | Director | Sell | $215.61 | −2K | −$517K | 5K | – | May 28, 2026 | May 29, 2026 | |||||||||
|
Brown Christopher Michael
· Officer
4 operations
0
|
Brown Christopher Michael | Officer | 4 operations | – | 0 | – | 919 | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Brown Christopher Michael
· Officer
Tax withholding or exercise payment (F)
-$217K
|
Brown Christopher Michael | Officer | Tax withholding or exercise payment (F) | $181.71 | -1K | -$217K | 36K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Cassity Wendy
· Officer
4 operations
0
|
Cassity Wendy | Officer | 4 operations | – | 0 | – | 0 | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Cassity Wendy
· Officer
Tax withholding or exercise payment (F)
-$943K
|
Cassity Wendy | Officer | Tax withholding or exercise payment (F) | $181.71 | -5K | -$943K | 30K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Bates David J.
· Officer
4 operations
0
|
Bates David J. | Officer | 4 operations | – | 0 | – | 1K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Bates David J.
· Officer
Tax withholding or exercise payment (F)
-$544K
|
Bates David J. | Officer | Tax withholding or exercise payment (F) | $181.71 | -3K | -$544K | 67K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Wismans Kyle
· Officer
4 operations
0
|
Wismans Kyle | Officer | 4 operations | – | 0 | – | 0 | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Wismans Kyle
· Officer
Tax withholding or exercise payment (F)
-$908K
|
Wismans Kyle | Officer | Tax withholding or exercise payment (F) | $181.71 | -5K | -$908K | 49K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Harik Mario A.
· Director, Officer
4 operations
0
|
Harik Mario A. | Director, Officer | 4 operations | – | 0 | – | 11K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Harik Mario A.
· Director, Officer
Tax withholding or exercise payment (F)
-$2.2M
|
Harik Mario A. | Director, Officer | Tax withholding or exercise payment (F) | $181.71 | -12K | -$2.2M | 503K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Brown Christopher Michael
· Officer
2 operations
0
|
Brown Christopher Michael | Officer | 2 operations | – | 0 | – | 0 | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Brown Christopher Michael
· Officer
Tax withholding or exercise payment (F)
-$533K
|
Brown Christopher Michael | Officer | Tax withholding or exercise payment (F) | $194.68 | -3K | -$533K | 35K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
|
Brown Christopher Michael
· Officer
Grant (A)
6K
|
Brown Christopher Michael | Officer | Grant (A) | – | 6K | – | 6K | – | Mar 10, 2026 | Mar 12, 2026 | |||||||||
589 reporting institutions disclosed XPO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.