Vault-13

EXZEO GROUP INC XZO

COM SHS · Common Stock · CUSIP 30234F101

86 institutional holders +21 vs Q1 2026
6,411,9686.4m shares reported held*
7.1% of all shares outstanding*
$108.2mreported value*
32 new 27 added 22 reduced 11 sold out net sold ≈ $14.3m (-849.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($162.4k this quarter). Holder counts are more reliable. Shares outstanding: 90.1m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.87.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 25: 41Q1 26: 65Q2 26: 8686Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202541
Q1 202665
Q2 202686

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 26: 50 bought or addedQ1 26: 26 cut or sold outQ1 26Q2 26: 59 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20265026
Q2 20265933

Biggest buyers

AMERICAN CENTURY COMPANIES INC New +602,830+602.8k
BlackRock, Inc. Added +183,171+183.2k
JACOBS LEVY EQUITY MANAGEMENT, INC New +139,911+139.9k
Whetstone Capital Advisors, LLC Added +130,191+130.2k
Nuveen, LLC Added +95,860+95.9k
STATE STREET CORP Added +94,820+94.8k
Trexquant Investment LP New +63,379+63.4k
CITADEL ADVISORS LLC Added +58,952+59.0k
BNP PARIBAS FINANCIAL MARKETS Added +56,235+56.2k
HRT FINANCIAL LP New +53,275+53.3k

Biggest sellers

Driehaus Capital Management LLC Sold out -529,752-529.8k
FJ Capital Management LLC Reduced -458,652-458.7k
JANE STREET GROUP, LLC Reduced -230,718-230.7k
Holocene Advisors, LP Sold out -214,426-214.4k
Portolan Capital Management, LLC Sold out -209,885-209.9k
Ophir Asset Management Pty Ltd Sold out -192,277-192.3k
MARSHALL WACE, LLP Reduced -147,579-147.6k
SEVEN GRAND MANAGERS, LLC Sold out -100,000-100.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -95,740-95.7k
FEDERATED HERMES, INC. Reduced -80,000-80.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
HCI Group, Inc. 13G · exempt (held before listing) new · filed 2026-02-13 82.6% new 75.0m≈ $1.3bn 2026-02-13
Patel Paresh 13G · exempt (held before listing) new · filed 2026-02-13 6.9% new 6.6m≈ $110.9m 2026-02-13

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 8 buyingQ4 25: 0 sellingQ1 26: 3 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20258$2.3m0——
Q1 20263$427.9k0——
Q2 20261$1.2m0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-27 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.67 $27.3k2.0k shares +<1%
2026-05-26 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.26 $26.5k2.0k shares +<1%
2026-05-22 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $12.92 $25.8k2.0k shares +<1%
2026-05-21 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $12.82 $25.6k2.0k shares +<1%
2026-05-20 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.33 $26.7k2.0k shares +<1%
2026-05-19 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.69 $27.4k2.0k shares +<1%
2026-05-18 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.93 $27.9k2.0k shares +<1%
2026-05-15 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.68 $27.4k2.0k shares +<1%
2026-05-14 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.75 $27.5k2.0k shares +<1%
2026-05-13 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.55 $27.1k2.0k shares +<1%
2026-05-12 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.85 $27.7k2.0k shares +<1%
2026-05-11 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.99 $28.0k2.0k shares +<1%
2026-05-08 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $13.52 $27.0k2.0k shares +<1%
2026-05-07 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $15.11 $30.2k2.0k shares +<1%
2026-05-06 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $17.31 $34.6k2.0k shares +<1%
2026-05-05 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $17.11 $34.2k2.0k shares +<1%
2026-05-04 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.56 $33.1k2.0k shares +<1%
2026-05-01 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.53 $33.1k2.0k shares +<1%
2026-04-30 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $15.91 $31.8k2.0k shares +<1%
2026-04-29 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.22 $32.4k2.0k shares +<1%
2026-04-28 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.68 $33.4k2.0k shares +<1%
2026-04-27 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.88 $33.8k2.0k shares +<1%
2026-04-24 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.21 $32.4k2.0k shares +<1%
2026-04-23 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.62 $33.2k2.0k shares +<1%
2026-04-22 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.46 $32.9k2.0k shares +<1%
2026-04-21 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $17.28 $34.6k2.0k shares +<1%
2026-04-20 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $17.48 $35.0k2.0k shares +<1%
2026-04-17 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.94 $33.9k2.0k shares +<1%
2026-04-16 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.76 $33.5k2.0k shares +<1%
2026-04-15 Patel Paresh Chief Executive Officer, director Bought plan 2,000 $16.43 $32.9k2.0k shares +<1%

The latest 30 of 39 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jupiter Topco LLC 0.01% of their portfolio NEW YORK, NY 728,237728.2k $12.3m $12.3m 0.01% First filing
2 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 602,830602.8k $10.2m $10.2m 0.00% New
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 571,335571.3k $9.6m $9.6m 0.00% Reduced -32.9k -32,938
4 JENNISON ASSOCIATES LLC 0.01% of their portfolio NEW YORK, NY 568,680568.7k $9.6m $9.6m 0.01% Reduced -6.2k -6,237
5 Whetstone Capital Advisors, LLC 2.42% of their portfolio SHAWNEE MISSION, KS 541,544541.5k $9.1m $9.1m 2.42% Added +130.2k +130,191
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 457,881457.9k $7.7m $7.7m 0.00% Added +183.2k +183,171
7 ESSEX INVESTMENT MANAGEMENT CO LLC 0.59% of their portfolio BOSTON, MA 268,704268.7k $4.5m $4.5m 0.59% Reduced -19.4k -19,407
8 FJ Capital Management LLC 0.49% of their portfolio MCLEAN, VA 223,788223.8k $3.8m $3.8m 0.49% Reduced -458.7k -458,652
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 172,700172.7k $2.9m $2.9m 0.00% Added +59.0k +58,952
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 150,003150.0k $2.5m $2.5m 0.00% Added +94.8k +94,820
11 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 145,082145.1k $2.4m $2.4m 0.00% Added +95.9k +95,860
12 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 139,911139.9k $2.4m $2.4m 0.01% New
13 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 121,216121.2k $2.0m $2.0m 0.00% Reduced -77.2k -77,213
14 Ionic Capital Management LLC 1.84% of their portfolio NEW YORK, NY 116,077116.1k $2.0m $2.0m 1.84% Added +37.0k +37,022
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 109,160109.2k $1.8m $1.8m 0.00% Added +14.8k +14,782
16 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 104,478104.5k $1.8m $1.8m 0.00% Reduced -4.9k -4,880
17 Atom Investors LP 0.15% of their portfolio AUSTIN, TX 98,05898.1k $1.7m $1.7m 0.15% Reduced -62.1k -62,138
18 Alden Global Capital LLC 0.61% of their portfolio BRANDON, FL 98,00598.0k $1.7m $1.7m 0.61% Unchanged
19 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 71,87871.9k $1.2m $1.2m 0.00% Reduced -95.7k -95,740
20 Boston Partners 0.00% of their portfolio BOSTON, MA 67,99868.0k $1.1m $1.1m 0.00% Added +13.0k +13,000
21 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 67,90067.9k $1.1m $1.1m 0.00% Added +56.2k +56,235
22 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 65,00065.0k $1.1m $1.1m 0.00% Reduced -80.0k -80,000
23 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 63,37963.4k $1.1m $1.1m 0.01% New
24 Legato Capital Management LLC 0.09% of their portfolio San Francisco, CA 61,86661.9k $1.0m $1.0m 0.09% Added +1.9k +1,936
25 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 56,76856.8k $957.7k $957.7k 0.00% Added +11.5k +11,533
26 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 53,27553.3k $898.0k $898.0k 0.00% New
27 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 51,63851.6k $871.1k $871.1k 0.00% New
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 49,22749.2k $830.5k $830.5k 0.00% Added +10.2k +10,176
29 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 49,14949.1k $829.1k $829.1k 0.00% New
30 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 46,50046.5k $784.5k $784.5k 0.00% Added +45.2k +45,200
31 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 45,01745.0k $759.4k $759.4k 0.00% Reduced -62.5k -62,473
32 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 40,87240.9k $689.5k $689.5k 0.00% Reduced -147.6k -147,579
33 Sidoxia Capital Management, LLC 0.47% of their portfolio NEWPORT BEACH, CA 38,31938.3k $646.4k $646.4k 0.47% Added +589 +589
34 State of Wyoming 0.05% of their portfolio CHEYENNE, WY 31,98832.0k $539.6k $539.6k 0.05% Added +9.3k +9,253
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 27,63427.6k $466.2k $466.2k 0.00% Added +4.9k +4,901
36 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio PROVIDENCE, RI 25,00025.0k $421.8k $421.8k 0.02% Unchanged
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,90522.9k $386.4k $386.4k 0.00% New
38 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 21,99222.0k $371.0k $371.0k 0.00% New
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 21,70021.7k $366.1k $366.1k 0.00% Reduced -37.0k -36,995
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 19,74319.7k $333.1k $333.1k 0.00% Added +3.0k +2,959
41 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,30918.3k $308.9k $308.9k 0.00% New
42 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 17,96118.0k $303.0k $303.0k 0.01% New
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,08517.1k $288.2k $288.2k 0.00% Reduced -230.7k -230,718
44 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 17,02417.0k $287.2k $287.2k 0.00% New
45 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 16,10316.1k $271.7k $271.7k 0.00% New
46 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,15912.2k $205.1k $205.1k 0.00% Reduced -19.1k -19,091
47 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 11,97112.0k $201.9k $201.9k 0.00% Added +11.4k +11,391
48 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,84111.8k $199.8k $199.8k 0.00% New
49 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 10,17010.2k $171.6k $171.6k 0.00% New
50 Centiva Capital, LP 0.01% of their portfolio New York, NY 10,01710.0k $169.0k $169.0k 0.01% New
51 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,2408.2k $139.0k $139.0k 0.00% Added +4.4k +4,384
52 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 7,7387.7k $130.5k $130.5k 0.00% Added +3.4k +3,360
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,5007.5k $126.5k $126.5k 0.00% Added +4.6k +4,635
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 5,3595.4k $90.4k $90.4k 0.00% Reduced -156 -156
55 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,5574.6k $76.9k $76.9k 0.00% Added +2.1k +2,062
56 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,3004.3k $72.5k $72.5k 0.00% Unchanged
57 Legal & General Group Plc 0.00% of their portfolio London, X0 3,9393.9k $66.4k $66.4k 0.00% Added +3.3k +3,299
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8303.8k $64.6k $64.6k 0.00% Reduced -40.7k -40,697
59 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,7873.8k $63.9k $63.9k 0.00% Added +158 +158
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,4093.4k $58.1k $58.1k 0.00% Added +281 +281
61 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,6192.6k $44.2k $44.2k 0.00% New
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,3591.4k $22.9k $22.9k 0.00% Reduced -2.1k -2,075
63 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,1491.1k $19.4k $19.4k 0.00% Added +306 +306
64 FMR LLC 0.00% of their portfolio BOSTON, MA 841841 $14.2k $14.2k 0.00% Reduced -118 -118
65 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 630630 $10.6k $10.6k 0.00% Unchanged
66 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 514514 $8.7k $8.7k 0.00% New
67 Aster Capital Management (DIFC) Ltd 0.00% of their portfolio DUBAI, C0 453453 $7.6k $7.6k 0.00% New
68 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 243243 $3.9k $3.9k 0.00% Added +125 +125
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 242242 $4.0k $4.0k 0.00% Reduced -931 -931
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 129129 $2.2k $2.2k 0.00% New
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 108108 $1.8k $1.8k 0.00% Reduced -325 -325
72 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 9999 $1.7k $1.7k 0.00% New
73 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio SALT LAKE CITY, UT 8888 $1.5k $1.5k 0.00% New
74 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7070 $1.2k $1.2k 0.00% New
75 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 6464 $1.1k $1.1k 0.00% New
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4545 $760 $760 0.00% New
77 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4141 $692 $692 0.00% New
78 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 4040 $675 $675 0.00% New
79 Covestor Ltd 0.00% of their portfolio LONDON, X0 3535 $1.0k $1.0k 0.00% New
80 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3131 $523 $523 0.00% New
81 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 2929 $489 $489 0.00% Reduced -149 -149
82 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1414 $237 $237 0.00% New
83 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 88 $135 $135 0.00% New
84 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 55 $85 $85 0.00% New
85 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 11 $17 $17 0.00% Reduced -3.3k -3,324
86 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 11 $17 $17 0.00% New