RXO

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$2.2m

Combined value at quarter end

Last quarter

1 bought

0 sold or trimmed

Price at Q2 ’26 end

$27.59

+88.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+7.1%Q3 ’24

-14.9%Q4 ’24

-19.9%Q1 ’25

-17.7%Q2 ’25

-2.2%Q3 ’25

-17.8%Q4 ’25

+15.7%Q1 ’26

+88.7%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23

1Q1 ’24

2Q2 ’24

2Q3 ’24

2Q4 ’24

2Q1 ’25

2Q2 ’25

2Q3 ’25

1Q4 ’25

1Q1 ’26

2Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes RXO.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding RXO

Southeastern Asset Management	0.1%$1.2m	$1.2m	Unchanged	15 qtrs
Polen Capital Management	0.0%$1.0m	$1.0m	New	1 qtr

Download the holders: CSV · JSON · Markdown

About the company

Sector: Industrials · Transportation Services
Incorporated in: Delaware
Financial year ends: 31 December
Shares outstanding: 165m at 4 Aug 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$3.4bn2020

$4.7bn2021

$4.8bn2022

$3.9bn2023

$4.5bn2024

$5.7bn2025

RXO revenue and net income by year
Year	Revenue	Net income
2025	$5.7bn	−$100m
2024	$4.5bn	−$290m
2023	$3.9bn	$4.0m
2022	$4.8bn	$92.0m
2021	$4.7bn	$150m
2020	$3.4bn	$43.0m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.