Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXZEO GROUP INC (XZO)

64 + Investors. Track Smart Money conviction in XZO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — XZO

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XZO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
41 hedge funds hold XZO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +4000% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+4000% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 100% buying

40 buying0 selling
Last quarter: 40 funds were net buyers (40 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new XZO position: 0 → 0 → 0 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 95% entered in last year

■ 2% conviction (2yr+) ■ 2% medium ■ 95% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~40 new funds/quarter

0 → 0 → 0 → 0 → 40 new funds/Q
New funds entering each quarter: 0 → 0 → 0 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 95% of holders entered in last year

■ 5% veterans ■ 0% 1-2yr ■ 95% new
Of 41 current holders: 39 (95%) entered in the past year, only 2 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
12 of 41 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XZO

In 2025 Q4, 40 hedge funds were net buyers of XZO (40 opened a brand-new position), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. 33% of total institutional value in XZO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: XZO

How many hedge funds hold XZO — quarterly history vs. share price
Quarterly hedge fund ownership of XZO vs. share price

Market Analysis: XZO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XZO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy EXZEO GROUP INC (XZO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XZO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
XZO
-12.2%
XLF
+4.6%

XZO outperformed XLF by -16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
XZO
-5.3%
XLF
+1.1%

Since the filing became public, XZO outperformed XLF by -6.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: XZO
64 + Investors

Track Smart Money conviction in XZO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 41 56.1%
13F Shares 7M 8M -7.6%
Total Value $106M $190M -44.27%
New Positions 37 41 -4
Increased Positions 15 0 +15
Closed Positions 14 0 +14
Reduced Positions 12 0 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XZO

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XZO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of XZO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whetstone Capital Advisors, LLC 2.09% 411,353 $6.0M
2 FJ Capital Management LLC 1.13% 682,440 $10.0M
3 Alden Global Capital LLC 0.81% 98,005 $1.4M
4 ESSEX INVESTMENT MANAGEMENT CO LLC 0.67% 288,111 $4.2M
5 Sidoxia Capital Management, LLC 0.48% 37,730 $553K
6 Ophir Asset Management Pty Ltd 0.33% 192,277 $2.8M
7 Atom Investors LP 0.17% 160,196 $2.4M
8 Portolan Capital Management, LLC 0.16% 209,885 $3.1M
9 SEVEN GRAND MANAGERS, LLC 0.10% 100,000 $1.5M
10 Ionic Capital Management LLC 0.08% 79,055 $1.2M
11 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.08% 14,918 $219K
12 Legato Capital Management LLC 0.08% 59,930 $879K
13 DRIEHAUS CAPITAL MANAGEMENT LLC 0.06% 529,752 $7.8M
14 State of Wyoming 0.04% 22,735 $334K
15 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% 25,000 $367K
16 Y-Intercept (Hong Kong) Ltd 0.01% 46,196 $678K
17 XTX Topco Ltd 0.01% 31,250 $458K
18 Holocene Advisors, LP 0.01% 214,426 $3.1M
19 JENNISON ASSOCIATES LLC 0.01% 574,917 $8.4M
20 JANUS HENDERSON GROUP PLC 0.01% 703,304 $10.3M
21 Quadrature Capital Ltd 0.00% 22,895 $336K
22 RENAISSANCE TECHNOLOGIES LLC 0.00% 167,618 $2.5M
23 FEDERATED HERMES, INC. 0.00% 145,000 $2.1M
24 MARSHALL WACE, LLP 0.00% 188,451 $2.8M
25 TWO SIGMA INVESTMENTS, LP 0.00% 198,429 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EXZEO GROUP INC (XZO)

What does the Smart Money Trend signal show for XZO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XZO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XZO?

More buyers than sellers — 100% buying: Last quarter: 40 funds were net buyers (40 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XZO holders?

Strong quality — 33% AUM from major funds: 12 of 41 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XZO?

Mostly new holders — 95% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy EXZEO GROUP INC (XZO) following the 2026 Q1 hedge fund 13F filings?

As of today, XZO has moved -5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -6.4%. Since the quarter end (March 31, 2026), XZO has gained -12.2% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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