XP Inc.
US ˙ NasdaqGS ˙ KYG982391099

SecurityXP / XP Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership18,381 shares
Latest Disclosed Value $ 349,974
Cwm, Llc reports 28.19% increase in ownership of XP / XP Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 18,381 shares of XP Inc. (US:XP) valued at $349,974 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,339 shares of XP Inc.. The current value of the position is $286,744 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)
2026-05-14 2026-03-31 13F XP CL A G98239109 18,381 4,042 28.19 350 0.0009
2026-01-26 2025-12-31 13F XP CL A G98239109 14,339 -2,243 -13.53 0 0.0006
2025-10-15 2025-09-30 13F XP CL A G98239109 16,582 2,859 20.83 0 0.0009
2025-07-25 2025-06-30 13F XP CL A G98239109 13,723 5,557 68.05 0 0.0010
2025-05-01 2025-03-31 13F XP CL A G98239109 8,166 5,315 186.43 0 0.0004
2025-02-04 2024-12-31 13F XP CL A G98239109 2,851 1,683 144.09 0 0.0001
2024-10-08 2024-09-30 13F XP CL A G98239109 1,168 1,021 694.56 0 0.0001
2024-07-10 2024-06-30 13F XP CL A G98239109 147 -1 -0.68 0 0.0000
2024-04-05 2024-03-31 13F XP CL A G98239109 148 40 37.04 0 0.0000
2024-02-01 2023-12-31 13F XP CL A G98239109 108 37 52.11 0 0.0000
2023-10-11 2023-09-30 13F XP CL A G98239109 71 61 610.00 0 0.0000
2023-08-03 2023-06-30 13F XP CL A G98239109 10 0 0.00 0 0.0000
2023-05-01 2023-03-31 13F XP CL A G98239109 10 0 0.00 0 0.0000
2023-02-01 2022-12-31 13F XP CL A G98239109 10 -207 -95.39 0 -100.00
2022-10-27 2022-09-30 13F XP CL A G98239109 217 207 2,070.00 4 0.0000
2022-07-28 2022-06-30 13F XP CL A G98239109 10 10 0 0.0000
2020-07-22 2020-06-30 13F XP CL A G98239109 0 -250 -100.00 0 -100.00
2020-04-28 2020-03-31 13F XP CL A G98239109 250 250 5 0.0001
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.