JENNISON ASSOCIATES LLC XZO β€” EXZEO GROUP INC

Ownership history in JENNISON ASSOCIATES LLC  Β·  2 quarters on record

AI Ownership Summary

JENNISON ASSOCIATES LLC reported EXZEO GROUP INC (XZO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows XZO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XZO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JENNISON ASSOCIATES LLC's position in EXZEO GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XZO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JENNISON ASSOCIATES LLC held XZO β€” position size vs. price
% of Fund (quarterly)    XZO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 574,917 -6,345 -1.1% 0.01% $8.4M 2026-05-06 $17.27
2025 Q4 INITIATED β€” β€” β€” 581,262 β€” β€” 0.01% $14.1M 2026-01-30 $20.32

FAQ About JENNISON ASSOCIATES LLC and XZO

These are the practical questions this page is built to answer before you even open the full history table.

How long has JENNISON ASSOCIATES LLC reported owning XZO?

JENNISON ASSOCIATES LLC reported XZO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported XZO position in JENNISON ASSOCIATES LLC's portfolio?

The largest reported portfolio weight for XZO was 0.01% in 2025 Q4.

What is the latest reported XZO position on this page?

The most recent filing on this page is 2026 Q1, when JENNISON ASSOCIATES LLC reported 574,917 shares, equal to 0.01% of portfolio, with an estimated market value of $8.4M.

What does the chart on this XZO ownership page compare?

The chart compares JENNISON ASSOCIATES LLC's quarterly XZO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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