XOS INC
COMMON STOCK · CUSIP 98423B108
* 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.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 61 |
| Q4 2022 | 58 |
| Q1 2023 | 49 |
| Q2 2023 | 50 |
| Q3 2023 | 41 |
| Q4 2023 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 24 | 25 |
| Q1 2023 | 20 | 25 |
| Q2 2023 | 21 | 32 |
| Q3 2023 | 10 | 24 |
| Q4 2023 | 0 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $3.5k | $0 | 0.00 |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| VANGUARD GROUP INC | Sold out | -2.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -633.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -527.9k |
| STATE STREET CORP | Sold out | -181.7k |
| CAHABA WEALTH MANAGEMENT, INC. | Sold out | -161.1k |
| CKW FINANCIAL GROUP | Sold out | -149.6k |
| BlackRock Inc. | Sold out | -120.8k |
| DIVERSIFIED TRUST CO | Sold out | -115.1k |
| NORTHERN TRUST CORP | Sold out | -105.1k |
| Cresset Asset Management, LLC | Sold out | -75.0k |
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.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: YA II PN, Ltd. (0.0%, 2026-04-06)
Holders, Q4 2023
| Manager | Shares | Change |
|---|