XMTR
Xometry Inc-a
2 super-investors hold XMTR worth a combined $3M. The largest position: Henry Ellenbogen at 0.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #606 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own XMTR
Super-investor interest in XMTR is minimal and inconsistent. Only two managers in the cohort hold the stock — Henry Ellenbogen and Polen Capital Management — with a combined position value of just $3M and concentration so small it rounds to 0.0% in both portfolios. Ellenbogen opened a new position this quarter, the sole activity of note, but the ownership history tells a cautious story: the cohort count has oscillated between 0 and 1 over the past eight quarters, never building momentum. Polen's holdover position and Ellenbogen's fresh entry bring the count to 2, but the negligible sizing and erratic pattern suggest exploratory rather than high-conviction interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | <0.1% | 9q | $2M | 55,405 |
| 2 | Polen Capital Management | <0.1% | 4q | $1M | 24,564 |
Owners of XMTR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | NEW | <0.1% | +100% | $2M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 98423F109. Not investment advice.