SCHEDULE: Wellington Management Discloses 2.87% Stake in RXO

Wellington Management Group LLP and its affiliates have reported a 2.87% beneficial ownership stake in RXO, Inc. common stock as of December 31, 2025.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 4,711,584 shares of RXO, Inc. common stock.
• This represents 2.87% of RXO, Inc.'s outstanding common stock.
• The reporting persons hold shared voting power over 3,698,881 shares and shared dispositive power over 4,711,584 shares.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of RXO, Inc.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure, typical for institutional investors reporting their passive ownership stakes below the 5% threshold for active influence.

Future Outlook

No forward-looking statements or guidance regarding RXO, Inc.'s business or financial performance are provided in this beneficial ownership filing.

Industry Context

StockSavvy.ai notes that institutional filings like this Schedule 13G provide transparency into significant ownership stakes, which can signal institutional confidence or portfolio adjustments within the transportation and logistics sector where RXO operates. This particular filing is a routine disclosure of a passive stake.

Stakeholder Impact

• Provides transparency to shareholders and the market regarding a significant institutional ownership position in RXO, Inc.

Key Dates

Recommendation

This Schedule 13G filing is a routine disclosure of beneficial ownership by Wellington Management Group and its affiliates, indicating a passive stake below 5%. It does not contain information about RXO's financial performance, strategic direction, or any intent to influence management, thus providing no basis for a 'buy' or 'sell' recommendation based solely on this document. For existing investors, it confirms continued institutional interest, supporting a 'hold' position.

Keywords

RXO Inc, Wellington Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing