XP (XP)

XP is a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil. XP's mission is to disintermediate the legacy models of traditional financial institutions by:

Company profile

Ticker

Exchange

NASDAQ

Website

www.xpinc.com

CEO

Guilherme Benchimol

Incorporated

Cayman Islands

Location

Brazil

Fiscal year end

Dec 31

Sector

Finance and Insurance > Investment Banking and Securities Dealing

Industry (SIC)

Security Brokers, Dealers & Flotation Companies

Goldman Sachs • Morgan Stanley • Nomura • Blackrock • Navient • Charles Schwab • Jefferies • Interactive Brokers • Raymond James Financial • TD Ameritrade Holding ...

SEC CIK

0001787425

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

XP Investimentos S.A. • XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A. • XP Vida e Previdência S.A. • Banco XP S.A. • XP Controle 3 Participações S.A. • XPE Infomoney Educação Assessoria Empresarial e Participações Ltda. • Tecfinance Informática e Projetos de Sistemas Ltda. • XP Corretora de Seguros Ltda. • XP Gestão de Recursos Ltda. • XP Finanças Assessoria Financeira Ltda. ...

SEC advisor number

801-114590

FINRA CRD number

173779

AUM ?

$835.88M (as of 8 Jul 21)

Accounts

197 (as of 8 Jul 21)

Employees

26 (16 investment advisory or research)

Address

XP
AV. CHEDID JAFET 75, TORRE SUL
30TH FLOOR, VILA OLIMPIA
SAO PAULO
D5 00000

Office hours

Monday - Friday, 9AM-6PM EST

Phone

55-11-3075-0429

Brochures

Ownership

Owner	Title	From	%Ownership
XP Investimentos Sa	Owner	11/2014	> 75%
Wilson, Jared, Ryan	Chief Compliance Officer	05/2015	< 5%
XP Inc.	Owner	11/2019	> 75%
Jabali, Rodrigo, Alcazas	President	09/2018	< 5%
Gomez, Adelia, Mariel	Operations Officer	09/2018	< 5%
Favery, Thiago	Head of Wealth Management	05/2020	< 5%
Bastos, Rodolfo, Ceppas	Director, Treasurer, Secretary	05/2020	< 5%

Ownership

Fund structure	AUM	Fund type
XP Advisory Us, Inc.	$835.88M
XP Private Credit Fund	$165K	Other Private Fund

XP stock data

1M 1Y 5Y

News

From Benzinga Pro

Stocks That Hit 52-Week Lows On Wednesday

4 May 22

During Wednesday's trading, 435 companies set new 52-week lows.

Stocks That Hit 52-Week Lows On Tuesday

3 May 22

Tuesday's session saw 211 companies set new 52-week lows.

Earnings Scheduled For May 3, 2022

3 May 22

Companies Reporting Before The Bell • Kiniksa Pharmaceuticals (NASDAQ:KNSA) is projected to report earnings for its first quarter.

Earnings Preview: XP

2 May 22

Stocks That Hit 52-Week Lows On Thursday

28 Apr 22

Press releases

From Benzinga Pro

XP Inc. to Create XTAGE, Its Digital Assets Trading Platform

12 May 22

XP Inc. (NASDAQ:XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the creation of XTAGE - a new trading platform for digital assets

XP Announces Share Repurchase Program

11 May 22

XP Inc. (NASDAQ:XP), announced today that its board of directors has approved a share repurchase program. Under the repurchase program, XP may repurchase up to the amount in dollars equivalent to R$1.0 billion (one

XP Inc. Reports 1Q22 Financial Results

3 May 22

XP Inc. (NASDAQ:XP) ("XP" or the "Company"), a leading tech-enabled platform and a trusted pioneer in providing low-fee financial products and services in Brazil, reported today its financial results for the first

XP Inc. Files Its Annual Report on Form 20-F for the Fiscal Year Ended December 31, 2021

13 Apr 22

XP Inc. Reports 1Q22 KPIs

12 Apr 22

Investment data

Data from SEC filings

Regulatory AUM / Assets Under Management

Number of accounts

Number of employees

Calendar

13 Apr 22

17 May 22

31 Dec 22

Financial summary

Financial statements Chart XP financial data

Quarter (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from XP earnings reports.

Recent insider trades

XP insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
19 Aug 21	XPAC Sponsor	Class B ordinary shares Class A ordinary shares	Other	Dispose J	No	No	259,717	5,400,283
3 Aug 21	XP	Class A ordinary shares	Buy	Acquire P	Yes	No	38,900	38,900
3 Aug 21	XP	Class A ordinary shares	Buy	Acquire P	Yes	No	461,100	461,100
3 Aug 21	XP	Class A ordinary shares	Buy	Acquire P	Yes	No	500,000	500,000
3 Aug 21	XP	Class A ordinary shares	Buy	Acquire P	Yes	No	1,222,500	1,222,500

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q4 2021

XP institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	231	169	+36.7%
Opened positions	101	34	+197.1%
Closed positions	39	26	+50.0%
Increased positions	80	65	+23.1%
Reduced positions	36	47	-23.4%

13F shares	Current	Prev Q	Change
Total value	22.55B	12.07B	+86.7%
Total shares	785.56M	528.67M	+48.6%
Total puts	1.87M	1.24M	+51.1%
Total calls	2.06M	919.29K	+123.7%
Total put/call ratio	0.9	1.3	-32.4%

Largest owners	Shares	Value	Change
XPart	226.52M	$0	0.0%
XP Controle Participacoes	121.36M	$4.81B	0.0%
XP Control	108.63M	$3.38B	NEW
Itausa	76.47M	$2.38B	NEW
General Atlantic	48.87M	$1.4B	+5.8%
FMR	16.69M	$479.81M	+918.6%
Capital Research Global Investors	16.11M	$463.06M	-4.3%
Harding Loevner	15.41M	$442.86M	NEW
TROW T. Rowe Price	14.71M	$422.78M	-30.8%
Truxt Investmentos Ltda.	9.71M	$279.07M	+22.1%

Largest transactions	Shares	Bought/sold	Change
XP Control	108.63M	+108.63M	NEW
Itausa	76.47M	+76.47M	NEW
Harding Loevner	15.41M	+15.41M	NEW
FMR	16.69M	+15.06M	+918.6%
Dodge & Cox	9.18M	+9.18M	NEW
TROW T. Rowe Price	14.71M	-6.56M	-30.8%
Samlyn Capital	4.42M	+3.81M	+621.9%
Sharp Capital Gestora de Recursos Ltda.	4.93M	+3.37M	+216.1%
Sustainable Growth Advisers	5.07M	+3.15M	+164.0%
General Atlantic	48.87M	+2.67M	+5.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.