Follow-The-Filings

Security

QXO

Qxo Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 new 1 exit max 4.8% (Samantha Mclemore - Patie...)

grid → activity →
owners 18
max % 4.8%
tracked value $1.5B
qoq N 3 A 5 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 4.8% Add 0.00 pp 6,778,389 $132M hist
Harry Burn - Sound Shore Management Inc. /CT/ 2026 Q1 2.6% Reduce +0.10 pp 3,929,810 $76M hist
Ben Tsai - Spruce House Investment Management LLC 2026 Q1 0.6% — 813,009 $16M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 54,596,714 $1.1B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 7,279,467 $140M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,734,239 $34M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 226,664 $4M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 223,184 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 515,525 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.02 pp 167,973 $3M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 116,572 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.04 pp 98,800 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 85,993 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 74,982 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% New 0.0% 74,434 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 37,340 $725 hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 10,692 $208 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,568 $30 hist
George Soros - Soros Fund Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 41,095 $793 hist

18 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $56.87M $6.84B
Gross profit * $21.61M $22.93M $1.57B
Gross margin * — 40.3% 23.0%
Net income -$1.07M $27.97M -$279.4M
Net margin * — 49.2% -4.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $11.8M $5.09B $5.55B
Total non-current assets * $8.7M $8.68M $10.34B
Total assets $20.5M $5.1B $15.89B
Total current liabilities $11.52M $45.1M $1.55B
Total non-current liabilities * $1.5M $261,000 $4.63B
Total equity $7.47M $5.05B $9.71B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $583,805 $84.88M $261.4M
Cash from investing -$399,416 -$102,000 -$10.63B
Cash from financing -$2.05M $4.98B $7.66B
Net change in cash * -$1.87M $5.07B -$2.71B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders