Vise Technologies, Inc. XPEV XPENG INC

Ownership history in Vise Technologies, Inc.  ·  5 quarters on record

AI Ownership Summary

Vise Technologies, Inc. reported XPENG INC (XPEV) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows XPEV 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 XPEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vise Technologies, Inc.'s position in XPENG 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

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

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 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 Vise Technologies, Inc. held XPEV — position size vs. price
% of Fund (quarterly)    XPEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 27,645 0% 0.01% $561K 2026-04-21 $17.21
2025 Q4 REDUCED 27,645 -343 -1.2% 0.01% $561K 2026-02-11 $18.11
2025 Q3 ADDED 27,988 +1,512 +5.7% 0.02% $655K 2025-11-13 $26.38
2025 Q2 ADDED 26,476 +14,453 +120.2% 0.02% $473K 2025-08-07 $19.62
2024 Q4 INITIATED 12,023 0.01% $142K 2025-02-18 $17.48

FAQ About Vise Technologies, Inc. and XPEV

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

How long has Vise Technologies, Inc. reported owning XPEV?

Vise Technologies, Inc. reported XPEV across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XPEV position in Vise Technologies, Inc.'s portfolio?

The largest reported portfolio weight for XPEV was 0.02% in 2025 Q3.

What is the latest reported XPEV position on this page?

The most recent filing on this page is 2026 Q1, when Vise Technologies, Inc. reported 27,645 shares, equal to 0.01% of portfolio, with an estimated market value of $561K.

What does the chart on this XPEV ownership page compare?

The chart compares Vise Technologies, Inc.'s quarterly XPEV 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.

How well did Vise Technologies, Inc. time their XPEV position?

Based on 13F filing dates vs. subsequent XPEV price moves, Vise Technologies, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on XPEV relative to SPY over the holding period was -5.5%.

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