o nosso propósito é transformar o mercado financeiro para melhorar a vida das pessoas. começamos em 2001, como um pequeno escritório de agentes autônomos de investimentos em porto alegre. chegamos até aqui com a dedicação de pessoas talentosas que, por meio da nossa cultura de sonho grande, mente aberta e espírito empreendedor, tiveram a autonomia e liberdade que precisavam para transformar o mercado financeiro.porém, sabemos que o desafio é muito maior. os grandes bancos ainda possuem 95% do mercado de investimentos no brasil, mas estamos aqui para romper essa lógica e melhorar a vida de muito mais pessoas. somos exatamente o que o sistema financeiro nunca foi.se você se identifica com esses conceitos e deseja construir algo especial, mergulhe de cabeça nesta oportunidade.
Company profile
Ticker
XP
Exchange
Website
CEO
Thiago Maffra
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
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 ?
$1.36 bn
(as of 31 Mar 22)
Accounts
341
(as of 31 Mar 22)
Employees
26
(16 investment advisory or research)
Address
XP Inc - Ordinary Shares
20, GENESIS CLOSE
GRAND CAYMAN, GEORGE TOWN
E9 KY-1-1208
20, GENESIS CLOSE
GRAND CAYMAN, GEORGE TOWN
E9 KY-1-1208
Office hours
Monday - Friday, 9AM-6PM EST
Phone
55-11-3075-0429
XP stock data
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
XP Inc. | Owner | 11/2019 | > 75% |
XP Investimentos Sa | Owner | 11/2014 | > 75% |
Wilson, Jared, Ryan | Chief Compliance Officer | 05/2015 | < 5% |
Gomez, Adelia, Mariel | Operations Officer | 09/2018 | < 5% |
Favery, Thiago | Head of Wealth Management | 05/2020 | < 5% |
Bastos, Rodolfo, Ceppas | President, Director, Treasurer, Secretary | 05/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
XP Advisory Us, Inc. | $1.36 bn | |
XP Private Credit Fund | $188.00 k | Other Private Fund |
Latest filings (excl ownership)
6-K
XP Inc. Announces Results of
24 May 24
6-K
XP Inc Announces New Share Repurchase Program
23 May 24
6-K
XP Inc. Reports First Quarter 2024 Results
21 May 24
6-K
Report on review of interim condensed
21 May 24
20-F
2022 FY
Annual report (foreign)
26 Apr 24
6-K
Notice of Annual General Meeting of the Company
26 Apr 24
6-K
Current report (foreign)
26 Apr 24
6-K
XP Announces Corporate Governance Changes to Support its Next Chapter of Growth
26 Apr 24
6-K
XP Inc. Reports Fourth Quarter 2023 Results
27 Feb 24
6-K
Consolidated financial statements at Independent auditor's report
27 Feb 24
Transcripts
XP
Earnings call transcript
2024 Q1
21 May 24
XP
Earnings call transcript
2023 Q3
13 Nov 23
XP
Earnings call transcript
2023 Q2
14 Aug 23
XP
Earnings call transcript
2023 Q1
15 May 23
XP
Earnings call transcript
2022 Q4
16 Feb 23
XP
Earnings call transcript
2022 Q2
10 Aug 22
XP
Earnings call transcript
2022 Q1
4 May 22
XP
Earnings call transcript
2021 Q3
5 Nov 21
XP
Earnings call transcript
2021 Q2
4 Aug 21
XP
Earnings call transcript
2020 Q4
24 Feb 21
Latest ownership filings
SC 13G/A
DODGE & COX
13 Feb 24
SC 13G/A
Capital World Investors
9 Feb 24
SC 13G
FMR LLC
9 Feb 24
SC 13G/A
Itau Unibanco Holding S.A.
29 Jan 24
144
Notice of proposed sale of securities
28 Nov 23
144
Notice of proposed sale of securities
13 Sep 23
144
Notice of proposed sale of securities
8 Sep 23
4/A
XPAC Acquisition Corp.
27 Jul 23
4/A
XPAC Acquisition Corp.
27 Jul 23
SC 13D/A
Itausa S.A.
21 Jul 23
Financial summary
Quarter (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Institutional ownership, Q4 2023
13F holders | Current |
---|---|
Total holders | 42 |
Opened positions | 10 |
Closed positions | 225 |
Increased positions | 9 |
Reduced positions | 12 |
13F shares | Current |
---|---|
Total value | 86.20 bn |
Total shares | 472.20 mm |
Total puts | 16.10 k |
Total calls | 12.40 k |
Total put/call ratio | 1.3 |
Largest owners | Shares | Value |
---|---|---|
XPart | 226.52 mm | $0.00 |
XP Controle Participacoes | 121.36 mm | $4.81 bn |
XP Control | 103.38 mm | $2.35 bn |
Itausa | 17.87 mm | $425.87 mm |
Nordea Investment Management Ab | 1.77 mm | $46.19 bn |
JGP Global Gestao de Recursos Ltda. | 713.16 k | $18.59 bn |
Exchange Traded Concepts | 108.27 k | $2.82 bn |
Nisa Investment Advisors | 69.13 k | $1.80 bn |
FITB Fifth Third Bancorp | 47.96 k | $1.25 bn |
Assenagon Asset Management | 36.99 k | $964.25 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Jul 23 | XP Inc - Ordinary Shares | Class A ordinary shares | Other | Dispose J | Yes | No | 0 | 886,755 | 0.00 | 0 |
27 Jul 23 | XP Inc - Ordinary Shares | Class A ordinary shares | Other | Dispose J | Yes | No | 0 | 1,222,500 | 0.00 | 0 |
27 Jul 23 | XPAC Sponsor | Class B ordinary shares Class A ordinary shares | Sell | Dispose S | No | No | 0.06 | 4,400,283 | 264.02 k | 1,000,000 |
News
Lululemon Athletica Was Among The Worst-Performing Stocks Last Week (May 19-May 26, 2024): Are These 10 Large-Cap Stock Losers In Your Portfolio?
26 May 24
XP Announces Share Repurchase Program Of Up To 1 Billion Brazilian Reais
23 May 24
XP Plans Repurchase Of Up To The Amount In Dollars Equivalent To R$1.0B Of Its Outstanding Class A Common Shares
23 May 24
Why XP Shares Are Trading Lower By Around 12%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
22 May 24
Stocks Falter, Metals Fall As Traders Turn Cautious Ahead Of Fed Minutes, Nvidia Earnings; First Solar Hits Record Highs: What's Driving Markets Wednesday?
22 May 24
Press releases
XP Inc. Reports First Quarter 2024 Results
21 May 24
XP Announces Corporate Governance Changes to Support its Next Chapter of Growth
26 Apr 24
XP Inc. Files Its Annual Report on Form 20-F for the Fiscal Year Ended December 31, 2023
26 Apr 24
XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024
26 Apr 24