SCHEDULE: Xerox Holdings Corp: Stakeholder Trading Update

STARTEEPO Invest and Frantisek Bostl report aggregated beneficial ownership of 6.22% in Xerox Holdings Corp following recent share and option transactions.

Summary

• STARTEEPO Invest, investicni fond s promennym zakladnim kapitalem, a.s. (the "Fund") and Frantisek Bostl (collectively, the "Reporting Persons") have filed an amendment to their Schedule 13D.
• This filing reports on transactions in Xerox Holdings Corp's Common Stock effected by the Reporting Persons since their initial Schedule 13D filing on May 14, 2026.
• The Fund now beneficially owns 6,500,000 shares, representing 4.97% of the outstanding Common Stock.
• Frantisek Bostl directly holds 1,640,000 shares and 140,000 shares underlying call options, and may be deemed beneficial owner of the Fund's shares, bringing his total beneficial ownership to 8,140,000 shares, or 6.22% of the outstanding Common Stock.
• The total aggregate purchase price for these securities was $18,785,633, comprising $18,593,633 for shares and $192,000 for call option premiums.
• The Fund used its working capital for its purchases, while Mr. Bostl used personal funds.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral to slightly negative. While it indicates significant investment, the lack of strategic context and the nature of a 13D amendment can create uncertainty.

Positives

• Increased aggregate beneficial ownership to 6.22% by the Reporting Persons, indicating a significant stake in Xerox Holdings Corp.
• Acquisition of shares and call options totaling over $18.7 million, demonstrating substantial investment commitment.
• The Fund's purchases were made with working capital, and Mr. Bostl's with personal funds, suggesting no reliance on external financing for these transactions.

Negatives

• The filing is an amendment to a Schedule 13D, indicating a change in beneficial ownership that may be perceived negatively by the market if not accompanied by positive strategic news.
• The aggregate purchase price of $18.7 million represents a significant outflow of capital.

Risks

• Potential for increased scrutiny from regulatory bodies due to the Schedule 13D filing.
• The nature of the call options held by Mr. Bostl could introduce volatility if they are short-dated or out-of-the-money.
• The filing does not provide specific reasons for the increased stake, leaving room for speculation about the Reporting Persons' intentions.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding future performance or strategy.

Management Comments

• Mr. Bostl disclaims beneficial ownership of the Common Stock held by the Fund except to the extent of his direct pecuniary interest therein.

Industry Context

StockSavvy.ai notes that Schedule 13D filings typically signal a significant change in beneficial ownership, often by activist investors or large institutional holders, which can precede strategic shifts or proxy contests within a company. The increased stake in Xerox Holdings Corp by STARTEEPO Invest and Frantisek Bostl warrants close monitoring for any subsequent actions or disclosures.

Stakeholder Impact

• Shareholders: May react to the increased stake, potentially leading to share price volatility depending on market interpretation of the investors' intentions.
• Management: Will likely need to engage with or consider the interests of the Reporting Persons due to their significant beneficial ownership.
• Creditors: No direct impact indicated, as the filing focuses on equity ownership.

Next Steps

• Monitor future filings by STARTEEPO Invest and Frantisek Bostl for any further changes in beneficial ownership or disclosed intentions.
• Observe Xerox Holdings Corp's response and any strategic adjustments in light of the increased stake.

Key Dates

Recommendation

The filing indicates a significant increase in beneficial ownership by STARTEEPO Invest and Frantisek Bostl, now holding 6.22% of Xerox Holdings Corp. While this demonstrates conviction, the lack of disclosed strategy or forward-looking statements in this amendment prevents a strong buy or sell recommendation. A 'hold' is appropriate pending further information on the investors' intentions and Xerox's strategic response.

Keywords

Xerox Holdings Corp, Schedule 13D, STARTEEPO Invest, Frantisek Bostl, Common Stock, Beneficial Ownership, Call Options, SEC Filing, Investment Fund, Trading Data