EXZEO GROUP INC XZO
COM SHS · Common Stock · CUSIP 30234F101
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersTampa, FL
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 41 |
| Q1 2026 | 65 |
| Q2 2026 | 86 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 50 | 26 |
| Q2 2026 | 59 | 33 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | New | +602.8k |
| BlackRock, Inc. | Added | +183.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +139.9k |
| Whetstone Capital Advisors, LLC | Added | +130.2k |
| Nuveen, LLC | Added | +95.9k |
| STATE STREET CORP | Added | +94.8k |
| Trexquant Investment LP | New | +63.4k |
| CITADEL ADVISORS LLC | Added | +59.0k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +56.2k |
| HRT FINANCIAL LP | New | +53.3k |
Biggest sellers
| Driehaus Capital Management LLC | Sold out | -529.8k |
| FJ Capital Management LLC | Reduced | -458.7k |
| JANE STREET GROUP, LLC | Reduced | -230.7k |
| Holocene Advisors, LP | Sold out | -214.4k |
| Portolan Capital Management, LLC | Sold out | -209.9k |
| Ophir Asset Management Pty Ltd | Sold out | -192.3k |
| MARSHALL WACE, LLP | Reduced | -147.6k |
| SEVEN GRAND MANAGERS, LLC | Sold out | -100.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -95.7k |
| FEDERATED HERMES, INC. | Reduced | -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.
| Holder | Stake |
|---|---|
| HCI Group, Inc. 13G · exempt (held before listing) new · filed 2026-02-13 | 82.6% |
| Patel Paresh 13G · exempt (held before listing) new · filed 2026-02-13 | 6.9% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 8 | $2.3m | 0 | — | — |
| Q1 2026 | 3 | $427.9k | 0 | — | — |
| Q2 2026 | 1 | $1.2m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-27 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.3k2.0k shares |
| 2026-05-26 | Patel Paresh Chief Executive Officer, director | Bought plan | $26.5k2.0k shares |
| 2026-05-22 | Patel Paresh Chief Executive Officer, director | Bought plan | $25.8k2.0k shares |
| 2026-05-21 | Patel Paresh Chief Executive Officer, director | Bought plan | $25.6k2.0k shares |
| 2026-05-20 | Patel Paresh Chief Executive Officer, director | Bought plan | $26.7k2.0k shares |
| 2026-05-19 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.4k2.0k shares |
| 2026-05-18 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.9k2.0k shares |
| 2026-05-15 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.4k2.0k shares |
| 2026-05-14 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.5k2.0k shares |
| 2026-05-13 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.1k2.0k shares |
| 2026-05-12 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.7k2.0k shares |
| 2026-05-11 | Patel Paresh Chief Executive Officer, director | Bought plan | $28.0k2.0k shares |
| 2026-05-08 | Patel Paresh Chief Executive Officer, director | Bought plan | $27.0k2.0k shares |
| 2026-05-07 | Patel Paresh Chief Executive Officer, director | Bought plan | $30.2k2.0k shares |
| 2026-05-06 | Patel Paresh Chief Executive Officer, director | Bought plan | $34.6k2.0k shares |
| 2026-05-05 | Patel Paresh Chief Executive Officer, director | Bought plan | $34.2k2.0k shares |
| 2026-05-04 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.1k2.0k shares |
| 2026-05-01 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.1k2.0k shares |
| 2026-04-30 | Patel Paresh Chief Executive Officer, director | Bought plan | $31.8k2.0k shares |
| 2026-04-29 | Patel Paresh Chief Executive Officer, director | Bought plan | $32.4k2.0k shares |
| 2026-04-28 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.4k2.0k shares |
| 2026-04-27 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.8k2.0k shares |
| 2026-04-24 | Patel Paresh Chief Executive Officer, director | Bought plan | $32.4k2.0k shares |
| 2026-04-23 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.2k2.0k shares |
| 2026-04-22 | Patel Paresh Chief Executive Officer, director | Bought plan | $32.9k2.0k shares |
| 2026-04-21 | Patel Paresh Chief Executive Officer, director | Bought plan | $34.6k2.0k shares |
| 2026-04-20 | Patel Paresh Chief Executive Officer, director | Bought plan | $35.0k2.0k shares |
| 2026-04-17 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.9k2.0k shares |
| 2026-04-16 | Patel Paresh Chief Executive Officer, director | Bought plan | $33.5k2.0k shares |
| 2026-04-15 | Patel Paresh Chief Executive Officer, director | Bought plan | $32.9k2.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| Jupiter Topco LLC 0.01% of their portfolio | 728.2k $12.3m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 602.8k $10.2m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 571.3k $9.6m | Reduced -32.9k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 568.7k $9.6m | Reduced -6.2k |
| Whetstone Capital Advisors, LLC 2.42% of their portfolio | 541.5k $9.1m | Added +130.2k |
| BlackRock, Inc. 0.00% of their portfolio | 457.9k $7.7m | Added +183.2k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.59% of their portfolio | 268.7k $4.5m | Reduced -19.4k |
| FJ Capital Management LLC 0.49% of their portfolio | 223.8k $3.8m | Reduced -458.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 172.7k $2.9m | Added +59.0k |
| STATE STREET CORP 0.00% of their portfolio | 150.0k $2.5m | Added +94.8k |
| Nuveen, LLC 0.00% of their portfolio | 145.1k $2.4m | Added +95.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 139.9k $2.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 121.2k $2.0m | Reduced -77.2k |
| Ionic Capital Management LLC 1.84% of their portfolio | 116.1k $2.0m | Added +37.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 109.2k $1.8m | Added +14.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 104.5k $1.8m | Reduced -4.9k |
| Atom Investors LP 0.15% of their portfolio | 98.1k $1.7m | Reduced -62.1k |
| Alden Global Capital LLC 0.61% of their portfolio | 98.0k $1.7m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 71.9k $1.2m | Reduced -95.7k |
| Boston Partners 0.00% of their portfolio | 68.0k $1.1m | Added +13.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 67.9k $1.1m | Added +56.2k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 65.0k $1.1m | Reduced -80.0k |
| Trexquant Investment LP 0.01% of their portfolio | 63.4k $1.1m | New |
| Legato Capital Management LLC 0.09% of their portfolio | 61.9k $1.0m | Added +1.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 56.8k $957.7k | Added +11.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 53.3k $898.0k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 51.6k $871.1k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 49.2k $830.5k | Added +10.2k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 49.1k $829.1k | New |
| STRS OHIO 0.00% of their portfolio | 46.5k $784.5k | Added +45.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 45.0k $759.4k | Reduced -62.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 40.9k $689.5k | Reduced -147.6k |
| Sidoxia Capital Management, LLC 0.47% of their portfolio | 38.3k $646.4k | Added +589 |
| State of Wyoming 0.05% of their portfolio | 32.0k $539.6k | Added +9.3k |
| MORGAN STANLEY 0.00% of their portfolio | 27.6k $466.2k | Added +4.9k |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio | 25.0k $421.8k | Unchanged |
| Creative Planning 0.00% of their portfolio | 22.9k $386.4k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 22.0k $371.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 21.7k $366.1k | Reduced -37.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 19.7k $333.1k | Added +3.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 18.3k $308.9k | New |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 18.0k $303.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.1k $288.2k | Reduced -230.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 17.0k $287.2k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 16.1k $271.7k | New |
| XTX Topco Ltd 0.00% of their portfolio | 12.2k $205.1k | Reduced -19.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.0k $201.9k | Added +11.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.8k $199.8k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 10.2k $171.6k | New |
| Centiva Capital, LP 0.01% of their portfolio | 10.0k $169.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.2k $139.0k | Added +4.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 7.7k $130.5k | Added +3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.5k $126.5k | Added +4.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 5.4k $90.4k | Reduced -156 |
| CITIGROUP INC 0.00% of their portfolio | 4.6k $76.9k | Added +2.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.3k $72.5k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 3.9k $66.4k | Added +3.3k |
| UBS Group AG 0.00% of their portfolio | 3.8k $64.6k | Reduced -40.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.8k $63.9k | Added +158 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.4k $58.1k | Added +281 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.6k $44.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 1.4k $22.9k | Reduced -2.1k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $19.4k | Added +306 |
| FMR LLC 0.00% of their portfolio | 841 $14.2k | Reduced -118 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 630 $10.6k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 514 $8.7k | New |
| Aster Capital Management (DIFC) Ltd 0.00% of their portfolio | 453 $7.6k | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 243 $3.9k | Added +125 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 242 $4.0k | Reduced -931 |
| Allworth Financial LP 0.00% of their portfolio | 129 $2.2k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 108 $1.8k | Reduced -325 |
| IFP Advisors, Inc 0.00% of their portfolio | 99 $1.7k | New |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% of their portfolio | 88 $1.5k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 70 $1.2k | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 64 $1.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 45 $760 | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 41 $692 | New |
| Essential Partners LLC 0.00% of their portfolio | 40 $675 | New |
| Covestor Ltd 0.00% of their portfolio | 35 $1.0k | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 31 $523 | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 29 $489 | Reduced -149 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 14 $237 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 8 $135 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 5 $85 | New |
| Quantbot Technologies LP 0.00% of their portfolio | 1 $17 | Reduced -3.3k |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 1 $17 | New |