XYF β€” X FINANCIAL

Ownership history in RENAISSANCE TECHNOLOGIES LLC  Β·  26 quarters on record

This page tracks every 13F SEC filing in which RENAISSANCE TECHNOLOGIES LLC reported a position in X FINANCIAL (XYF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

RENAISSANCE TECHNOLOGIES LLC Γ— XYF AI Analytics

πŸ“ˆ RENAISSANCE TECHNOLOGIES LLC outperformed the S&P 500 by +46.9% annually on this XYF position. Timing score: 33% (8/24 decisions correct). Average cost basis: $3.72. Maximum drawdown during holding period: –83.6%.

πŸ“ˆ Position Alpha vs SPY
+46.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 46.9% per year on this position.
24 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
8 of 24 add/trim decisions correct

πŸ’° Entry Quality
$3.72
+269.9% vs current ($13.76)

Best entry: $1.36 (2020 Q3)  Β·  Worst: $5.96 (2019 Q3)

πŸ›‘οΈ Drawdown Resilience
–83.6%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
35%
buy-side decisions

9 adds Β· 17 trims. Bought during 5 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    XYF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 81,875 -2,100 -2.5% 0.00% $1.1M $13.76
2025 Q2 REDUCED 83,975 -200 -0.2% 0.00% $1.5M $17.46
2025 Q1 REDUCED 84,175 -200 -0.2% 0.00% $1.2M $14.18
2024 Q4 REDUCED 84,375 -2,200 -2.5% 0.00% $703K $8.21
2024 Q3 REDUCED 86,575 -5,500 -6.0% 0.00% $571K $6.50
2024 Q2 REDUCED 92,075 -600 -0.6% 0.00% $397K $4.10
2024 Q1 REDUCED 92,675 -2,900 -3.0% 0.00% $358K $3.51
2023 Q4 REDUCED 95,575 -4,100 -4.1% 0.00% $350K $3.33
2023 Q3 REDUCED 99,675 -11,016 -10.0% 0.00% $408K $3.72
2023 Q2 ADDED 110,691 +5,016 +4.7% 0.00% $486K $3.84
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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