Direct holding
Which NZ managed funds hold Xero?
52 funds hold Xero directly, across 15 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.
Direct holdings only. Funds that hold Xero indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.
Funds holding Xero usually also hold
Companies that appear alongside Xero in the same funds' filings.
How this security was matched
Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Xero — shown so you can check the grouping rather than take it on trust.
- Xero
- Xero Limited
- Xero Ltd