XOS INC XOS
COM · Common Stock · CUSIP 98423B306
- SectorConsumer discretionary
- IndustryMotor Vehicle Parts & Accessories
- HeadquartersLos Angeles, CA
- 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. Holder counts are more reliable. Shares outstanding: 8.0m as of 2024-08-09, 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 ≈ $6.91. Options: 2 managers hold calls ($2.3m notional), 0 hold puts (—).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 16 |
| Q1 2024 | 28 |
| Q2 2024 | 33 |
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 2024 | 21 | 3 |
| Q2 2024 | 13 | 12 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $2.7m | $0 | 0.00 |
| Q1 2024 | $0 | $297.0k | — |
| Q2 2024 | $2.3m | $0 | 0.00 |
Biggest buyers
| GEODE CAPITAL MANAGEMENT, LLC | Added | +11.8k |
| BlackRock Inc. | Added | +9.5k |
| UBS Group AG | Added | +2.0k |
| ORG Partners LLC | New | +53 |
| WELLS FARGO & COMPANY/MN | Added | +33 |
| FMR LLC | New | +17 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New | +15 |
| TD Waterhouse Canada Inc. | New | +7 |
| Legend Financial Advisors, Inc. | New | +5 |
| Strengthening Families & Communities, LLC | New | +4 |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.1k |
| VANGUARD GROUP INC | Reduced | -1.0k |
| Tower Research Capital LLC (TRC) | Reduced | -618 |
| OSAIC HOLDINGS, INC. | Reduced | -134 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -61 |
| BANK OF AMERICA CORP /DE/ | Reduced | -18 |
| Towne Trust Company, N.A | Sold out | -18 |
| Larson Financial Group LLC | Sold out | -16 |
| ROYAL BANK OF CANADA | Reduced | -6 |
| Parkside Financial Bank & Trust | Reduced | -1 |
Biggest calls
| Alyeska Investment Group, L.P. | New | $2.3m333.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
Aljomaih Automotive Co.
13D · may seek influence
+2.7 pts · filed 2026-05-13
Stated purposeThe information provided in Item 3 of this Amendment No. 3 is incorporated herein by reference. The Reporting Persons may acquire additional shares of Common Stock or dispose of some or all of the shares of Common Stock held by them in open-market transactions or privately negotiated transactions, on such terms and at such times as the Reporting Persons may deem advisable, subject to applicable law. Full filing |
28.0% |
Sordoni Giordano
13D · may seek influence
filed 2026-03-05
Stated purposeOn August 25, 2025, the Issuer issued 1,803,262 shares of Common Stock ("Interest Shares") to the holder in payment of approximately $6.0 million of accrued interest on a Second Amended and Restated Convertible Promissory Note. The issuance of Interest Shares increased the number of outstanding shares of Common Stock by over 20%, resulting in a proportional decrease in the percentage of the outstanding shares of Common Stock beneficially owned by the Reporting Person. On September 10, 2025, as previously disclosed on a Form 4 filed by the undersigned, the Issuer granted to Giordano Sordoni an award of 646,158 Restricted Stock Units ("RSUs") under the Issuer's 2021 Equity Incentive Plan. Approximately 33% of such RSU shall vest on March 10, 2026 (the "Initial Vesting Date"), and the remain… Full filing |
10.4% |
| Emerald Green Trust 13D · may seek influence -5.3 pts · filed 2026-06-22 | 8.5% |
Insider purchases and sales in Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 1 | $136.7k | — |
| Q4 2022 | 2 | $211.5k | 1 | $41.6k | — |
| Q1 2023 | 3 | $904.0k | 1 | $17.6k | — |
| Q2 2023 | 1 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $14.6k | — |
| Q4 2023 | 0 | — | 2 | $3.8k | — |
| Q1 2024 | 0 | — | 1 | $5.3k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 97.8k $675.5k | Reduced -1.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 35.9k $248.3k | Added +11.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 14.5k $100.0k | Reduced -6 |
| BlackRock Inc. 0.00% of their portfolio | 13.3k $92.0k | Added +9.5k |
| CKW FINANCIAL GROUP 0.00% of their portfolio | 5.0k $34.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 3.0k $21.0k | Added +2.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1k $7.4k | Reduced -18 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $7.2k | Reduced -618 |
| MORGAN STANLEY 0.00% of their portfolio | 709 $4.9k | Reduced -1.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 436 $3.0k | Reduced -134 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 170 $1.2k | Reduced -61 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 112 $774 | Added +2 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 106 $732 | Added +33 |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 100 $1.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 79 $546 | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 63 $435 | Reduced -1 |
| ORG Partners LLC 0.00% of their portfolio | 53 $360 | New |
| BFSG, LLC 0.00% of their portfolio | 22 $153 | Unchanged |
| Aspire Private Capital, LLC 0.00% of their portfolio | 18 $124 | Unchanged |
| FMR LLC 0.00% of their portfolio | 17 $117 | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 15 $104 | New |
| WR Wealth Planners, LLC 0.00% of their portfolio | 15 $104 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 14 $95 | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 7 $48 | New |
| Legend Financial Advisors, Inc. 0.00% of their portfolio | 5 $35 | New |
| MATHER GROUP, LLC. 0.00% of their portfolio | 4 $37 | New |
| Strengthening Families & Communities, LLC 0.00% of their portfolio | 4 $0 | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2 $14 | Unchanged |
| Parkside Financial Bank & Trust 0.00% of their portfolio | 2 $14 | Reduced -1 |
| Cedar Mountain Advisors, LLC 0.00% of their portfolio | 1 $7 | Unchanged |
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 1 $7 | Unchanged |
| Planning Capital Management Corp 0.00% of their portfolio | 1 $7 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |