Xerox Holdings Corp has 15 Schedule 13D or 13G filings on record since 2025-07-17. 5 holders' latest filing reports 5% or more of common stock, par value $1 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Douglas R. Deason | 11.29% | 15,283,672 | SCHEDULE 13D, 2026-04-08 | 2026-02-06 |
| DD Revocable Trust | 11.29% | 15,283,672 | SCHEDULE 13D, 2026-04-08 | 2026-02-06 |
| Dd Revocable Trust | 9.11% | 15,283,657 | SCHEDULE 13D/A, 2026-02-13 | 2026-02-06 |
| BlackRock, Inc. | 8.3% | 10,421,815 | SCHEDULE 13G/A, 2025-10-17 | 2025-09-30 |
| STARTEEPO SICAV a.s. | 7.34% | 8,000,000 | SCHEDULE 13D/A, 2026-09-08 | 2026-09-08 |
| Dimensional Fund Advisors LP | 4.8% | 6,078,808 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| The Goldman Sachs Group, Inc. | 4.5% | 5,852,371 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Dd Revocable Trust
Item 4 is hereby amended to add the following: On December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Last Will and Testament of Darwin Deason (the "Will") and applicable law, admitted to probate on February 2, 2026, the 15,283,657 Shares beneficially owned by Mr. Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing the Executors as the personal representatives of the Trust. Consequently, the Executors have acquired shared voting and dispositive power over the Shares held by the Trust. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. The Executors, in their capacity as fiduciaries of the Trust, will continuously evaluate the Issuer's business, financial condition, and the market for the Shares. Depending on market conditions and other factors, the Trust may acquire additional Shares or dispose of some or all of the Shares in the open market, in privately negotiated transactions, or by distribution to the beneficiaries of the Trust. Except as described in this Item 4, the Executors do not presently have any plans or proposals that relate to or would result in any of the matters set forth in subparagraphs (a) through (j) of Item 4 of Schedule 13D.Item 4 of the SCHEDULE 13D/A filed 2026-02-13
Douglas R. Deason
On December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Will and applicable law, admitted to probate on February 2, 2026, all Issuer securities beneficially owned by Darwin Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing Douglas R. Deason, Scott Letier, and Bryan C. Birkland as Co-Executors (collectively, the "Executors") of the Trust. Mr. Deason, as Co-Executor, has the power to direct the voting and disposition of the Shares held by the Trust and is therefore deemed to be the beneficial owner of such Shares. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. Mr. Deason, in his capacity as Co-Executor and fiduciary of the Trust, will continuously evaluate the Issuer's business, financial condition, and the market for the Shares. Depending on market conditions and other factors, the Trust may acquire additional Shares or dispose of some or all of the Shares in the open market, in privately negotiated transactions, or by distribution to the beneficiaries of the Trust. Except as described in this Item 4, Mr. Deason does not presently have any plans or proposals that relate to or would result in any of the matters set forth in subparagraphs (a) through (j) of Item 4 of Schedule 13D.Item 4 of the SCHEDULE 13D filed 2026-04-08
DD Revocable Trust
On December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Will and applicable law, admitted to probate on February 2, 2026, all Issuer securities beneficially owned by Darwin Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing the Executors as the personal representatives of the Trust. Consequently, the Executors have acquired shared voting and dispositive power over the Shares held by the Trust. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. The Executors, in their capacity as fiduciaries of the Trust, will continuously evaluate the Issuer's business, financial condition, and the market for the Shares. Depending on market conditions and other factors, the Trust may acquire additional Shares or dispose of some or all of the Shares in the open market, in privately negotiated transactions, or by distribution to the beneficiaries of the Trust. Except as described in this Item 4, the Executors do not presently have any plans or proposals that relate to or would result in any of the matters set forth in subparagraphs (a) through (j) of Item 4 of Schedule 13D.Item 4 of the SCHEDULE 13D filed 2026-04-08
STARTEEPO SICAV a.s.
The Reporting Persons have increased their investment based on their belief that the Common Stock is undervalued and represents an attractive investment opportunity. On September 7, 2026, the Reporting Persons issued an open letter (the "September Letter") to the Issuer's Board of Directors. In the September Letter, the Reporting Persons acknowledged the Issuer's operational and financial progress, but expressed concern that the Issuer remains deeply undervalued. The Reporting Persons urged the Board of Directors to provide more detailed financial reporting on Xerox Financial Services ("XFS") and to engage financial advisors to conduct a formal strategic review of XFS, evaluating all available alternatives to unlock value, including a joint venture, capital partnership, partial monetization, or sale. The foregoing summary does not purport to be complete and is qualified in its entirety by reference to the full text of the September Letter, attached hereto as Exhibit 99.7 and incorporated herein by reference. The Reporting Persons may engage in discussions with the Issuer's management, board of directors, other stockholders of the Issuer and other relevant parties concerning the business, operations, board composition, management, strategy and future plans of the Issuer. The Reporting Persons intend to re-examine their investment from time to time and, depending on prevailing market conditions, other investment opportunities, liquidity requirements or other investment …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-08; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 14.6% | SCHEDULE 13G/A |
| 2025-07-29 | The Vanguard Group | 11.41% | SCHEDULE 13G/A |
| 2025-10-17 | BlackRock, Inc. | 8.3% | SCHEDULE 13G/A |
| 2025-10-31 | The Vanguard Group | 8.26% | SCHEDULE 13G/A |
| 2026-01-21 | Dimensional Fund Advisors LP | 4.8% | SCHEDULE 13G/A |
| 2026-02-12 | The Goldman Sachs Group, Inc. | 7.7% | SCHEDULE 13G |
| 2026-02-13 | Dd Revocable Trust | 9.11% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-08 | Douglas R. Deason | 11.29% | SCHEDULE 13D |
| 2026-04-08 | DD Revocable Trust | 11.29% | SCHEDULE 13D |
| 2026-05-14 | The Goldman Sachs Group, Inc. | 4.5% | SCHEDULE 13G/A |
| 2026-05-14 | STARTEEPO Invest, investicni fond s promennym zakladnim kapitalem, a.s. | 5.15% | SCHEDULE 13D |
| 2026-06-03 | STARTEEPO Invest, investicni fond s promennym zakladnim kapitalem, a.s. | 6.22% | SCHEDULE 13D/A |
| 2026-07-13 | STARTEEPO Invest, investicni fond s promennym zakladnim kapitalem, a.s. | 6.84% | SCHEDULE 13D/A |
| 2026-09-08 | STARTEEPO SICAV a.s. | 7.34% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
