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XP XP

XP, Inc. operates as a technology-driven financial services platform. It offers services in Investments, Technology, Career, and Financial Market. Its product platforms include brokerage securities, fixed income securities, mutual and hedge funds, structured products, pension plans and life insurance, wealth management services and other investment products. The company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

Company profile

Ticker
XP
Exchange
NASDAQ
Website
www.xpinc.com/
CEO
Guilherme Benchimol
Employees
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 • Navient • Blackrock • Charles Schwab • Jefferies • Interactive Brokers • Raymond James Financial • TD Ameritrade Holding ...
SEC CIK
0001787425
Corporate docs

XP stock data

(
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News

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Earnings Scheduled For February 23, 2021
23 Feb 21
Companies Reporting Before The Bell • MFA Finl (NYSE:MFA) is likely to report quarterly earnings at $0.07 per share on revenue of $34.80 million.
XP Inc. Agrees tTo Terms With Itaú In Connection With Itaú's Spin-Off Of Its Investment in XP
1 Feb 21
XP Inc. (NASDAQ:XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today, following the press release issued on November 27, 2020, that it
XP Inc. Highlights Reaching Of R$660B Assets Under Custody And 2.8M Active Clients
26 Jan 21
XP Inc. (NASDAQ:XP), a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced today 4Q20 KPIs and provided an update on the
A Look Into XP's Price Over Earnings
24 Dec 20
11 Financial Services Stocks Moving In Thursday's Pre-Market Session
3 Dec 20

Press releases

Pro users get this 30m faster
XP Inc. Reports 4Q20 Financial Results
23 Feb 21
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, today reported its financial results for the fourth
XP Inc. to Announce Fourth Quarter 2020 Results and Host Webcast After Market Close on Tuesday, February 23, 2021
5 Feb 21
XP Inc. (NASDAQ:XP), a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced today that it will host a webcast to discuss its
XP Inc. Reaches R$660 Billion AUC and 2.8 Million Active Clients
26 Jan 21
XP Inc. (NASDAQ:XP), a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced today 4Q20 KPIs and provided an update on the
XP Inc. Acquires Riza M&A
24 Dec 20
XP Inc. Announces Closing of Public Follow-On Offering
7 Dec 20

Calendar

22 May 20
2 Mar 21
31 Dec 21

Institutional ownership Q4 2020

XP institutional ownership history Ownership history
46.1% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 135 120 +12.5%
Opened positions 35 23 +52.2%
Closed positions 20 13 +53.8%
Increased positions 58 50 +16.0%
Reduced positions 26 31 -16.1%
13F shares
 Current Prev Q Change
Total value 6.35B 5.61B +13.3%
Total shares 160.19M 134.54M +19.1%
Total puts 3.94M 654.5K +502.2%
Total calls 241.9K 713K -66.1%
Total put/call ratio 16.3 0.9 +1674.8%
Largest owners
 Shares Value Change
General Atlantic 46.2M $1.83B 0.0%
TROW T. Rowe Price 25.15M $997.84M +53.0%
Capital Research Global Investors 19.67M $780.43M +8.2%
Wellington Management 8.63M $342.2M +235.9%
JPM JPMorgan Chase & Co. 6.33M $251.22M -3.9%
Durable Capital Partners 4.41M $174.86M -2.3%
Alkeon Capital Management 4.28M $169.63M +0.3%
Sands Capital Management 4.11M $163.08M +60.2%
Vontobel Asset Management 2.85M $110.74M +248.9%
Bamco 2.6M $102.95M +72.1%
Largest transactions
 Shares Bought/sold Change
TROW T. Rowe Price 25.15M +8.72M +53.0%
Wellington Management 8.63M +6.06M +235.9%
Vontobel Asset Management 2.85M +2.03M +248.9%
Anglepoint Asset Management 2.49M +1.64M +192.0%
Sands Capital Management 4.11M +1.54M +60.2%
Capital Research Global Investors 19.67M +1.49M +8.2%
Atmos Capital Gestao De Recursos Ltda. 1.8M +1.29M +250.2%
Sharp Capital Gestora de Recursos Ltda. 1.25M +1.25M NEW
FMR 860.02K -1.09M -55.9%
Bamco 2.6M +1.09M +72.1%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.
Content analysis
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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
From filing 20-F 2019 FY

Financial reports

20-F/A
2019 FY
Annual report (foreign) (amended)
22 May 20
20-F
2019 FY
Annual report (foreign)
29 Apr 20

Current reports

View all
6-K
Current report (foreign)
23 Feb 21
6-K
XP Inc. (“XP”) Agrees Terms with Itaú In Connection with Itaú’s Spin-off of Its Investment In XP
1 Feb 21
6-K
Current report (foreign)
26 Jan 21
6-K
XP Inc. Announces Closing of Public Follow-on Offering
7 Dec 20
6-K
XP Inc. Announces Pricing of Public Follow-on Offering
2 Dec 20
6-K
XP Inc. Announces Proposed Public Follow-on Offering
30 Nov 20
6-K
XP Inc. Reports 3Q20 Financial Results
8 Nov 20
6-K
Current report (foreign)
14 Oct 20
6-K
Current report (foreign)
14 Sep 20
6-K
XP Inc. Reports 2Q20 Financial Results
11 Aug 20

Registration and prospectus

View all
424B1
Prospectus with pricing info
3 Dec 20
F-1
Registration statement (foreign)
30 Nov 20
DRS
Draft registration statement
16 Nov 20
DRSLTR
Correspondence regarding draft registration statement
16 Nov 20
424B1
Prospectus with pricing info
2 Jul 20
FWP
Free writing prospectus
30 Jun 20
F-1
Registration statement (foreign)
29 Jun 20
DRS
Draft registration statement
23 Jun 20
DRSLTR
Correspondence regarding draft registration statement
23 Jun 20
S-8
Registration of securities for employees
30 Dec 19

Proxies

No filings

Other

View all
EFFECT
Notice of effectiveness
3 Dec 20
CORRESP
Correspondence with SEC
30 Nov 20
CORRESP
Correspondence with SEC
30 Nov 20
UPLOAD
Letter from SEC
19 Nov 20
EFFECT
Notice of effectiveness
2 Jul 20
CORRESP
Correspondence with SEC
29 Jun 20
CORRESP
Correspondence with SEC
29 Jun 20
UPLOAD
Letter from SEC
25 Jun 20
EFFECT
Notice of effectiveness
11 Dec 19
UPLOAD
Letter from SEC
10 Dec 19

Ownership

SC 13G
XP / Capital Research Global Investors ownership change
16 Feb 21
SC 13G/A
XP / Itau Unibanco Holding ownership change
16 Feb 21
SC 13G
XP / PRICE T ROWE ASSOCIATES ownership change
16 Feb 21
SC 13G/A
XP / GENERAL ATLANTIC ownership change
11 Feb 21
SC 13G/A
XP / XP Controle Participacoes ownership change
4 Feb 21
SC 13G
XP Inc.
14 Feb 20
SC 13G
XP Inc.
14 Feb 20
SC 13G
Beneficial ownership report
13 Feb 20

Transcripts

2020 Q4
Earnings call transcript
24 Feb 21
2020 Q3
Earnings call transcript
10 Nov 20

Reddit threads

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