Position in XP
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,773,004
+$1,571,004 QoQ
Shares Held
93,120
+831.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 79.40829037800687.ToString("F0")%
Shared 0.ToString("F0")%
None 20.591709621993125.ToString("F0")%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $14,271,070 across 8 Capital Markets names. XP ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
246,865 | $8,381,066 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
31,775 | $2,131,149 | |
| 3 | XP |
XP Inc.
This page
|
93,120 | $1,773,004 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,336 | $1,130,242 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $279,769 | |
| 6 | EVR |
Evercore Inc.
|
850 | $253,733 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $245,757 | |
| 8 | PURR |
Hyperliquid Strategies Inc
|
15,000 | $76,350 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,773,004 | 93,120 | Shares | Sole | 2026-04-29 | |
| 2025-06-30 | $202,000 | 10,000 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $3,161,289 | 266,326 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||