Who owns Xeris Biopharma Holdings, Inc. (XERS)
Which tracked institutional funds hold XERS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XERS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
30 tracked funds added or opened XERS while 74 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XERS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XERS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XERS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 239 tracked filers holding XERS, 148 increased or opened the position and 91 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XERS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- VANGUARD CAPITAL MANAGEMENT LLC$40M
- VANGUARD PORTFOLIO MANAGEMENT LLC$15M
- ARMISTICE CAPITAL, LLC$11M
- VANGUARD FIDUCIARY TRUST CO$7M
- ROYCE & ASSOCIATES LP$1M
- RICE HALL JAMES & ASSOCIATES, LLC$1M
Full exits 13
- VANGUARD GROUP INC$77M
- ACADIAN ASSET MANAGEMENT LLC$8M
- TWO SIGMA ADVISERS, LP$7M
- Point72 Asset Management, L.P.$5M
- CASTLEARK MANAGEMENT LLC$4M
- Jump Financial, LLC$3M
Largest adds
- MILLENNIUM MANAGEMENT LLC$6M
- Voss Capital, LP$5M
- UBS Group AG$5M
- Trexquant Investment LP$3M
- JANE STREET GROUP, LLC$3M
- Rosalind Advisors, Inc.$2M
Largest trims
- BlackRock, Inc.$24M
- Driehaus Capital Management LLC$18M
- D. E. Shaw & Co., Inc.$14M
- GEODE CAPITAL MANAGEMENT, LLC$9M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- MORGAN STANLEY$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 12,945,785 | $75M | 10.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 7,788,811 | $45M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,980,882 | $40M | 5.7% | 2026-Q1 |
| STATE STREET CORP added | 4,658,174 | $27M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,290,629 | $25M | 3.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 4,114,425 | $24M | 3.3% | 2026-Q1 |
| Rosalind Advisors, Inc. added | 3,231,700 | $19M | 2.6% | 2026-Q1 |
| Nuveen, LLC added | 2,916,598 | $17M | 2.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,665,608 | $15M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,572,654 | $15M | 2.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,265,974 | $13M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,931,666 | $11M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,924,202 | $11M | 1.6% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC trimmed | 1,909,838 | $11M | 1.6% | 2026-Q1 |
| Legal & General Group Plc added | 1,908,289 | $11M | 1.6% | 2026-Q1 |
| Parkman Healthcare Partners LLC added | 1,721,264 | $10M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,646,378 | $10M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,613,650 | $9M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,444,617 | $8M | 1.2% | 2026-Q1 |
| Voss Capital, LP added | 1,386,927 | $8M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,379,425 | $8M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,359,657 | $8M | 1.1% | 2026-Q1 |
| CenterBook Partners LP trimmed | 1,248,621 | $7M | 1.0% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 1,240,692 | $7M | 1.0% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 1,156,958 | $7M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,133,902 | $7M | 0.9% | 2026-Q1 |
| Knott David M Jr added | 1,060,000 | $6M | 0.9% | 2026-Q1 |
| Ishara Investments LP added | 1,025,000 | $6M | 0.8% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 921,854 | $5M | 0.7% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 902,740 | $5M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 874,397 | $5M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 856,813 | $5M | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 833,217 | $5M | 0.7% | 2026-Q1 |
| NORGES BANK added | 823,800 | $5M | 0.6% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 747,769 | $4M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 725,616 | $4M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 681,634 | $4M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 668,074 | $4M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 625,310 | $4M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 623,012 | $4M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC added | 614,550 | $4M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 612,479 | $3M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 579,210 | $3M | 0.5% | 2026-Q1 |
| FMR LLC added | 513,076 | $3M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 464,084 | $3M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 452,860 | $3M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 426,285 | $2M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 407,625 | $2M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 384,195 | $2M | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 376,476 | $2M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 374,800 | $2M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 370,116 | $2M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 328,300 | $2M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 308,546 | $2M | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 296,431 | $2M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 295,489 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 286,071 | $2M | 0.2% | 2026-Q1 |
| Man Group plc added | 276,422 | $2M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 262,787 | $2M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 235,897 | $2M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP new | 256,087 | $1M | 0.2% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC new | 251,066 | $1M | 0.2% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 234,144 | $1M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 218,145 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 209,034 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 208,507 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 208,273 | $1M | 0.2% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST new | 207,543 | $1M | 0.2% | 2026-Q1 |
| F/m Investments LLC new | 207,543 | $1M | 0.2% | 2026-Q1 |
| Caption Management, LLC added | 205,000 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 203,116 | $1M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 145,336 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 191,067 | $1M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 185,911 | $1M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 180,339 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 171,102 | $992K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 161,793 | $938K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 142,148 | $824K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 138,553 | $804K | 0.1% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 33,232 | $789K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 9,847,450 | $77M | 10.8% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 971,598 | $8M | 1.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 849,334 | $7M | 0.9% | 2025-Q4 stale |
| Walleye Capital LLC added | 623,962 | $5M | 0.7% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 608,080 | $5M | 0.7% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 880,314 | $4M | 0.6% | 2025-Q2 stale |
| Redmile Group, LLC | 451,099 | $4M | 0.5% | 2025-Q3 stale |
| CASTLEARK MANAGEMENT LLC new | 445,950 | $4M | 0.5% | 2025-Q4 stale |
| Divisadero Street Capital Management, LP new | 406,334 | $3M | 0.5% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 341,068 | $3M | 0.4% | 2025-Q4 stale |
| Harvest Investment Services, LLC trimmed | 292,677 | $2M | 0.3% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP trimmed | 174,102 | $1M | 0.2% | 2025-Q4 stale |
| PDT Partners, LLC new | 239,600 | $1M | 0.2% | 2025-Q1 stale |
| MACKENZIE FINANCIAL CORP added | 152,161 | $1M | 0.2% | 2025-Q3 stale |
| POLEN CAPITAL MANAGEMENT LLC added | 133,416 | $1M | 0.1% | 2025-Q4 stale |
| Inspire Investing, LLC new | 128,494 | $1M | 0.1% | 2025-Q3 stale |
| Roundview Capital LLC | 120,000 | $977K | 0.1% | 2025-Q3 stale |
| FRED ALGER MANAGEMENT, LLC trimmed | 108,936 | $887K | 0.1% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 181,877 | $849K | 0.1% | 2025-Q2 stale |
| Faithward Advisors, LLC new | 106,730 | $838K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.