Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,973,575
+$4,423,568 QoQ
Shares Held
613,381
+110.4% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#68
of 319 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $128,957,799 across 15 Capital Markets names. XP ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
155,543 | $32,514,708 | |
| 2 | SF |
Stifel Financial Corp
|
228,631 | $15,951,584 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
129,959 | $11,311,631 | |
| 4 | XP |
XP Inc.
This page
|
613,381 | $9,973,575 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
196,580 | $9,825,068 | |
| 6 | MRX |
Marex Group Ltd
|
155,555 | $9,481,077 | |
| 7 | GS |
Goldman Sachs Group Inc
|
7,587 | $7,673,264 | |
| 8 | PIPR |
Piper Sandler Companies
|
101,470 | $7,340,339 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,973,575 | 613,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,550,007 | 291,492 | Shares | Sole | 2026-05-15 | |
| 2022-09-30 | $5,613,348 | 295,284 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,101,660 | 36,600 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||