60% buyers of institutions opening or closing positions this quarter
2 more new buyers than exits, ownership fell 62.40 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
60% buyers of institutions opening or closing positions this quarter
112.6% institutional ownership
Gates Capital Management, portfolio allocation
Institutional ownership vs Software - Infrastructure peers
No Form 4 insider transactions on file
Latest positioning in XBP across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XBP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Gates Capital Management, Inc. | 3.2M | $14.0M | 0.0% | 33.343% | 0.38% |
| 2 | HoldCo Asset Management, L.P. | 787K | $3.5M | 0.0% | 8.219% | 0.26% |
| 3 | CANTOR FITZGERALD, L. P. | 767K | $3.4M | -5.5% | 8.008% | 0.05% |
| 4 | BlackRock, Inc. | 174K | $765K | +1.9% | 1.815% | 0.00% |
| 5 | Allianz Asset Management GmbH | 169K | $743K | 0.0% | 1.762% | 0.00% |
| 6 | BANK OF AMERICA CORP /DE/ | 158K | $695K | -0.0% | 1.649% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 128K | $563K | +4.8% | 1.335% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 128K | $563K | β | 1.335% | 0.00% |
| 9 | National Philanthropic Trust | 371K | $502K | β | 3.875% | 0.00% |
| 10 | B. Riley Financial, Inc. | 74K | $324K | -21.6% | 0.769% | 0.07% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 58K | $254K | β | 0.603% | 0.00% |
| 12 | CastleKnight Management LP | 57K | $249K | -44.2% | 0.590% | 0.00% |
| 13 | Jefferies Financial Group Inc. | 55K | $240K | -21.8% | 0.570% | 0.00% |
| 14 | NORTHERN TRUST CORP | 25K | $111K | 0.0% | 0.262% | 0.00% |
| 15 | Shay Capital LLC | 25K | $110K | +36.0% | 0.261% | 0.01% |
| 16 | STATE STREET CORP | 23K | $100K | 0.0% | 0.237% | 0.00% |
| 17 | Alpine Global Management, LLC | 22K | $95K | -37.6% | 0.225% | 0.01% |
| 18 | BROOKFIELD ASSET MANAGEMENT INC. | 20K | $87K | -0.0% | 0.205% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 17K | $76K | +15.8% | 0.181% | 0.00% |
| 20 | Crewe Advisors LLC | 7K | $29K | β | 0.068% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 4K | $17K | β | 0.041% | 0.00% |
| 22 | MORGAN STANLEY | 633 | $3K | +208.8% | 0.007% | 0.00% |
| 23 | BARCLAYS PLC | 77 | $339 | -69.2% | 0.001% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 47 | $207 | β | 0.001% | 0.00% |
| 25 | UBS ASSET MANAGEMENT AMERICAS INC | 32 | $141 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XBP β a direct measure of their conviction.
Filings activity in XBP during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new XBP position in Q1 2026
Institutions that fully closed their XBP position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 28 | +7.7% | 112.57% | 62.40 pp | $26M | 36% |
| Q4 2025 | 26 | 19% | 174.97% | 25.02 pp | $41M | 31% |
| Q3 2025 | 32 | +129% | 199.99% | +173.40 pp | $60M | +861% |
| Q2 2025 | 14 | +0.0% | 26.59% | 13.00 pp | $6M | 33% |
| Q1 2025 | 14 | +17% | 39.59% | +8.02 pp | $9M | +25% |
| Q4 2024 | 12 | +9.1% | 31.57% | +2.74 pp | $7M | +9.5% |
| Q3 2024 | 11 | +10% | 28.83% | 17.93 pp | $7M | 38% |
| Q2 2024 | 10 | β | 46.76% | β | $11M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for XBP.
Quick answers to the most common questions about buying XBP stock.
Based on Q1 2026 13F filings, institutional ownership of XBP Global Holdings, Inc. stands at 112.6%, held across 28 reporting institutions.
Gates Capital Management, Inc. is the largest reported institutional holder of XBP, with approximately 3,193,149 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of XBP.
Our composite Smart Money Score for XBP is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in XBP during Q1 2026, while 4 fully exited. 1 added to existing positions and 21 trimmed.
XBP institutional ownership fell by 62.40 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 94.8% of all reported 13F value in XBP, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.