Skip to main content
Equibles

XP · XP Inc.

Track XP — free

Use XP with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research XP.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$24.88 +3.38 (+15.72%)
Russell 1000 member Rebalance outlook locked
Market Cap
$10.41B
Shares
507.44M
Volume · Oct 2 12.17M Avg daily vol (3M) 6.15M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$21.50 Open$21.39 Day$20.57–21.72 52W close$14.94–22.95 Avg vol 30d7.5M Short int17.8M · 3.5% float · 2.1d Short vol50% Last earningsDec 2, 2026 DataJan 2020–Oct 2026

Up next

Next earnings call
Dec 2, 2026 Scheduled · in 8 wks
Q1 2026 earnings call transcript
call held May 18, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+22.4%
Trailing year
Short interest
3.5%
Latest settlement · 2.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Limited Quant / Vol High
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross Golden cross
Price vs 200-day avg +18%
above
Price vs 50-day avg +17%
above
RSI (14) 69
neutral
MACD trend Negative
52-week position 82%
mid-range
Momentum
relative strength
Strong
1-month return +8%
trailing
6-month return +6%
trailing
YTD return +31%
this year
Relative strength −7%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) Golden cross
50d $18 › 200d $18 — 50d above 200d
Institutional flow Accumulating
1 of 322 funds reported for Sep 30 · net +2.6K sh shares
Insider flow Distributing
Net -$2.4M over 90 days · 100% sells
Short interest Falling
3.50% of float · ▼ -7.6% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
322 holders — mid 3-yr range
Squeeze score 46
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
High
Volatility 46%
annualized · 1-yr
Max drawdown −35%
past year
ATR 3.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Sep 30, 2020
Net margin · long term 18% – 22%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 2 · 3
50 / 200-day cross
Golden cross Bullish
Price vs 200-day avg
+18% Bullish
Price vs 50-day avg
+17% Bullish
RSI (14)
69 Neutral
MACD trend
Negative Bearish
52-week position
82% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) Golden cross
50d $18 › 200d $18 — 50d above 200d
Institutional flow Accumulating
1 of 322 funds reported for Sep 30 · net +2.6K sh shares
Insider flow Distributing
Net -$2.4M over 90 days · 100% sells
Short interest Falling
3.50% of float · ▼ -7.6% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
322 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $15 Now $22 · 82% Range high $23
vs 200-day avg +18% vs 50-day avg +17% 50-day above 200-day golden cross

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
XP
XP Inc.
this stock
$10.41B +31.3% — — 3.5%
MS
Morgan Stanley
 $308.32B +7.2% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
 $272.38B +2.7% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
 $171.26B -3.2% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
 $107.35B -0.3% +51.6% 52.8 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
322
% held
68.1%
Reported
1 of 322
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
110
View
Short & Settlement
Short Interest Falling
Shares short
17.8M
Days to cover
2.1d
Change
-1.5M sh
View
Short Volume
Short vol %
50%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
5.6K
Value
$111.2K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
48.6%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$2.4M
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Josh Gottheimer
Amount
$1.0K–$15.0K
Traded
Jun 18, 2024
View
Filings
SEC Filings
Latest
6-K
Filed
Aug 17, 2026
This year
15
View
Proposed Sales
Value
$2.4M
Shares
123.3K
Filed
Sep 17, 2026
View
Earnings & Events
Webcasts Upcoming
Next webcast
Dec 2, 2026
Last webcast
May 18, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
XP +4.8% +7.5% +5.6% +2.4% +31.3%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +5.1% +8.0% -6.6% +1.5% +18.5%
Key facts CIK 1787425 CUSIP G98239109 13F (30d) 4 filings 4 filers Visit website Investor relations