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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $65.28 M.
Top institutional holders include Renaissance Technologies (RenTech) and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.61 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Mason Hawkins reduced exposure by 51.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for XPO, Inc. (XPO)
Major holders include Renaissance Technologies (RenTech) ($34.77 M), Joel Greenblatt ($12.48 M), Cliff Asness ($5.25 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 321,718 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.61 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited XPO. The total reported sell value was $22.51 M.
Yes, 1 managers opened new positions in XPO, and 1 increased their existing holdings. The total reported buy value was $17.9 M.