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Wellington discloses 2.9% RXO (NYSE: RXO) stake held for ordinary-course investing

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

RXO, Inc. received an amended Schedule 13G showing that Wellington Management Group LLP and related entities beneficially own 4,711,584 shares of RXO common stock, or about 2.9% of the outstanding class as of 12/31/2025.

The Wellington entities report shared voting power over 3,698,881 shares and shared dispositive power over 4,711,584 shares, with no sole voting or dispositive power. The shares are held of record by investment-advisory clients, each below five percent, and the position is certified as held in the ordinary course, not to influence control.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What percentage of RXO (RXO) shares does Wellington report owning in this Schedule 13G/A?

Wellington reports beneficial ownership of 4,711,584 RXO shares, representing about 2.9% of the common stock. This level is below the 5% threshold that typically triggers a larger, more detailed ownership position under SEC beneficial ownership rules.

Who are the reporting persons in the RXO (RXO) Schedule 13G/A filing?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons. These entities are organized in Massachusetts or Delaware and control various Wellington investment advisers whose clients hold the RXO shares.

How much voting and dispositive power over RXO (RXO) shares does Wellington report?

The Wellington entities report no sole voting or dispositive power, but shared voting power over 3,698,881 shares and shared dispositive power over 4,711,584 shares. This means decisions on voting and selling are shared across related Wellington-controlled advisory entities and their clients.

Are Wellington’s RXO (RXO) shares held to influence control of the company?

No. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of RXO. The position is described as investment-oriented, not part of a control-seeking transaction.

Who ultimately benefits from dividends and sale proceeds of the RXO (RXO) shares reported by Wellington?

The filing explains the RXO shares are owned of record by clients of one or more Wellington investment advisers. Those clients have the right to receive dividends and sale proceeds, and no individual client is known to hold more than five percent of the RXO class.

What is the key ownership threshold discussed in the RXO (RXO) Schedule 13G/A?

The document notes ownership of 5 percent or less of a class. Wellington’s reported 2.9% stake confirms its holdings are below the 5% level, and it also states that no single advisory client is known to exceed five percent of RXO’s common stock.
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