Vault-13

XCHG LTD

SPONSORED ADS · CUSIP 98370X103

8 institutional holders +4 vs Q1 2026
7,587,4677.6m shares reported held*
$6.0mreported value*
4 new 3 added 0 reduced 0 sold out net bought ≈ $5.4m (+6.8m 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. Holder counts are more reliable. Implied quarter-end price ≈ $0.79.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 24: 2Q4 24: 4Q1 25: 7Q2 25: 8Q3 25: 6Q4 25: 3Q1 26: 4Q2 26: 88Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20244
Q1 20257
Q2 20258
Q3 20256
Q4 20253
Q1 20264
Q2 20268

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 0 cut or sold outQ2 25: 3 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 1 cut or sold outQ2 26: 7 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202431
Q1 202540
Q2 202533
Q3 202532
Q4 202514
Q1 202641
Q2 202670

Biggest buyers

CITADEL ADVISORS LLC Added +6,749,174+6.7m
GEODE CAPITAL MANAGEMENT, LLC New +30,238+30.2k
XTX Topco Ltd New +21,851+21.9k
SmartHarvest Portfolios, LLC New +14,502+14.5k
UBS Group AG Added +5,074+5.1k
MORGAN STANLEY Added +5,000+5.0k
Integrated Wealth Concepts LLC New +151+151

Biggest sellers

None

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
Hou Yifei 13D · may seek influence new · filed 2025-11-06
Stated purposeThe information in Item 3 of this Schedule 13D is incorporated in this Item 4 by reference. The Reporting Persons hold the securities described in this Schedule 13D for investment purposes and intend to review their investments in the Issuer on a continuing basis. Any actions the Reporting Persons might undertake may be made at any time and from time to time without prior notice and will be dependent upon the Reporting Persons' review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments. The Repo… Full filing
 25.7% new 632.4m 2025-11-06
Ding Rui 13D · may seek influence new · filed 2025-11-06
Stated purposeThe information in Item 3 of this Schedule 13D is incorporated in this Item 4 by reference. The Reporting Persons hold the securities described in this Schedule 13D for investment purposes and intend to review their investments in the Issuer on a continuing basis. Any actions the Reporting Persons might undertake may be made at any time and from time to time without prior notice and will be dependent upon the Reporting Persons' review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments. The Repo… Full filing
 24.3% new 632.4m 2025-11-06
CITADEL ADVISORS LLC 13G · institution new · filed 2026-08-14 9.7% new 272.7m 2026-08-14

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,816,4116.8m $5.4m $5.4m 0.00% Added +6.7m +6,749,174
2 NOTABLE CAPITAL MANAGEMENT, L.L.C. 0.99% of their portfolio MENLO PARK, CA 647,589647.6k $511.6k $511.6k 0.99% Unchanged
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 49,05249.1k $38.8k $38.8k 0.00% Added +5.0k +5,000
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 30,23830.2k $23.9k $23.9k 0.00% New
5 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 21,85121.9k $17.3k $17.3k 0.00% New
6 SmartHarvest Portfolios, LLC 0.00% of their portfolio SEATTLE, WA 14,50214.5k $11.5k $11.5k 0.00% New
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,6737.7k $6.1k $6.1k 0.00% Added +5.1k +5,074
8 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 151151 $119 $119 0.00% New