Ken Fisher's XP Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4.52 M shares of XP Inc. (XP) worth $84.91 M, representing 0.03% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in XP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 2.43 M shares. Largest reduction occurred in Q1 2025, reducing 237,628 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's XP (XP) Holding Value Over Time
Track share changes against reported price movement
Quarterly XP (XP) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +492,906 | New Buy | 492,906 | $28.74 |
| Q1 2022 | -15,686 | Reduce 3.18% | 477,220 | $30.10 |
| Q2 2022 | +5,271 | Add 1.10% | 482,491 | $17.96 |
| Q3 2022 | -2,962 | Reduce 0.61% | 479,529 | $19.01 |
| Q4 2022 | -60,741 | Reduce 12.67% | 418,788 | $15.34 |
| Q1 2023 | -236 | Reduce 0.06% | 418,552 | $11.87 |
| Q3 2023 | -3,466 | Reduce 0.83% | 415,086 | $23.05 |
| Q4 2023 | +2.43 M | Add 585.22% | 2.84 M | $26.07 |
| Q1 2024 | +45,823 | Add 1.61% | 2.89 M | $25.66 |
| Q2 2024 | -179,067 | Reduce 6.20% | 2.71 M | $17.59 |
| Q3 2024 | +1.75 M | Add 64.56% | 4.46 M | $17.94 |
| Q4 2024 | -54,376 | Reduce 1.22% | 4.41 M | $11.85 |
| Q1 2025 | -237,628 | Reduce 5.39% | 4.17 M | $13.75 |
| Q2 2025 | +344,714 | Add 8.27% | 4.51 M | $20.20 |
| Q3 2025 | +4,994 | Add 0.11% | 4.52 M | $18.79 |
Ken Fisher's XP Investment FAQs
Ken Fisher first purchased XP Inc. (XP) in Q4 2021, acquiring 492,906 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held XP Inc. (XP) for 16 quarters since Q4 2021.
Ken Fisher's largest addition to XP Inc. (XP) was in Q4 2023, adding 2,844,255 shares worth $74.15 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,518,971 shares of XP Inc. (XP), valued at approximately $84.91 M.
As of the Q3 2025 filing, XP Inc. (XP) represents approximately 0.03% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in XP Inc. (XP) was 4,518,971 shares, as reported at the end of Q3 2025.