13FPulse
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RX

RXO RXO INC

2026Q2 · CUSIP 74982T103 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
296
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 271 → now 296
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

296 funds held RXO at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.1B(YoY +9.5%), return on equity is -7.0%. RXO has had 3 buying rushes in its history, and the price moved -15.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q4: holders=290 2023Q1: holders=278 2023Q2: holders=273 2023Q3: holders=249 2023Q4: holders=256 2024Q1: holders=239 2024Q2: holders=243 2024Q3: holders=279 2024Q4: holders=281 2025Q1: holders=256 2025Q2: holders=266 2025Q3: holders=265 2025Q4: holders=268 2026Q1: holders=271 2026Q2: holders=296 -289 -144.5 +0 +144.5 +289 215263311 22Q423Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2024Q3 Top 10% -5.1% -25.7%
2022Q4 Top 1% in the market -10.2% -4.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
152
Change in large funds
+21
Total value they hold
$4.9B
Funds buying for the first time
64
Funds that sold out entirely
39
Price change that quarter
+3.6%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.62
EPS YoY
—
Revenue (TTM)
$6.1B
Revenue YoY
+9.5%
Net margin
-1.7%
ROE
-7.0%
Debt ratio
56.5%
FCF (TTM)
-$76M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.29 2022-03-31: EPS 0.34 2022-06-30: EPS 0.38 2022-09-30: EPS 0.11 2022-12-31: EPS -0.04 2023-03-31: EPS 0.00 2023-06-30: EPS 0.03 2023-09-30: EPS -0.01 2023-12-31: EPS 0.01 2024-03-31: EPS -0.13 2024-06-30: EPS -0.06 2024-09-30: EPS -1.81 2024-12-31: EPS -0.17 2025-03-31: EPS -0.18 2025-06-30: EPS -0.05 2025-09-30: EPS -0.08 2025-12-31: EPS -0.28 2026-03-31: EPS -0.21 2026-06-30: EPS -0.05 0B 0.9B 1.8B $B -1.99 -0.79 0.42 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
14 385 755 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-24M34M91M 20222023202420252026
Latest quarter $-24M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.