Position in XP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,458,045
-$411,147 QoQ
Shares Held
76,578
-32.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 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, 2026Neo Ivy Capital Management holds $3,368,069 across 5 Capital Markets names.
All Filings in XP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,458,045 | 76,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,869,192 | 114,184 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,804,366 | 96,028 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,444,279 | 71,499 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $221,464 | 9,608 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||