XP Inc.
US ˙ NasdaqGS ˙ KYG982391099

SecurityXP / XP Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership650,050 shares
Latest Disclosed Value $ 12,376,960
Crossmark Global Holdings, Inc. reports 79.94% increase in ownership of XP / XP Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 650,050 shares of XP Inc. (US:XP) valued at $12,376,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 361,263 shares of XP Inc.. This represents a change in shares of 79.94% during the quarter. The current value of the position is $10,140,780 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F XP CL A G98239109 650,050 288,787 79.94 12,377 109.30 0.1808
2026-02-03 2025-12-31 13F XP CL A G98239109 361,263 -406,814 -52.97 5,914 -59.03 0.0844
2025-11-12 2025-09-30 13F XP CL A G98239109 768,077 77,407 11.21 14,432 3.45 0.2162
2025-08-08 2025-06-30 13F XP CL A G98239109 690,670 646,062 1,448.31 13,952 2,175.86 0.2253
2025-04-30 2025-03-31 13F XP CL A G98239109 44,608 -420,126 -90.40 613 12,160.00 0.0108
2025-01-16 2024-12-31 13F XP INC CL A COM G98239109 464,734 464,734 6 0.1004
2024-07-29 2024-06-30 13F XP INC CL A COM G98239109 0 -358,921 -100.00 0 -100.00
2024-05-13 2024-03-31 13F XP INC CL A COM G98239109 358,921 38,671 12.08 9 12.50 0.1765
2024-02-13 2023-12-31 13F XP INC CL A COM G98239109 320,250 -8,637 -2.63 8 14.29 0.1732
2023-11-08 2023-09-30 13F XP INC CL A COM G98239109 328,887 319,186 3,290.24 7 0.1663
2023-07-31 2023-06-30 13F XP INC CL A COM G98239109 9,701 9,701 0 0.0055
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.