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XPO, Inc.

XPO Industrials
$188.75 +$0.29 (0.15%)
Market Cap: $22.1 B
Gurus Holding
8
Popularity Rank
#747
% of Shares Held
0.34%
Net Activity (Q2 2026)
+$16.34 M

Guru Ownership Trend

Guru Analysis for XPO, Inc. (XPO)

XPO, Inc. (XPO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $75.86 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $16.34 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 159.8%. Conversely, Jefferies Group reduced exposure by 63.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$19.35 M
Total Buy Value
New Buys 1
Additions 3
-$3.01 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for XPO, Inc. (XPO)

Major holders include Renaissance Technologies (RenTech) ($47.04 M), Cliff Asness ($14.31 M), Joel Greenblatt ($12.39 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 401,905 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.34 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited XPO. The total reported sell value was $3.01 M.

Yes, 1 managers opened new positions in XPO, and 3 increased their existing holdings. The total reported buy value was $19.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 28.2% 229,120 $47.04 M Q2 2026
0.00% Add 159.8% 70,656 $14.31 M Q2 2026
0.03% Reduce -5.9% 60,345 $12.39 M Q2 2026
0.02% Add 3.8% 26,152 $5.37 M Q2 2026
0.07% 6,336 $1.3 M Q2 2026
0.01% Reduce -63.5% 6,000 $1.23 M Q2 2026
0.00% Reduce -11.4% 3,281 $673,557 Q2 2026
0.00% New Buy 15 $3,092 Q2 2026
Date
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Transaction
Value
Shares
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SEC Form