Who owns Xeris Biopharma Holdings (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on XERS is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 29 trimmed or exited — on balance accumulating.
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, BlackRock, 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 2026-Q1 and 2026-Q2, across 230 tracked filers holding XERS, 139 increased or opened the position and 103 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 10
- DIMENSIONAL FUND ADVISORS LP$9M
- Walleye Capital LLC$5M
- FIRST TRUST ADVISORS LP$4M
- PERCEPTIVE ADVISORS LLC$4M
- Jupiter Topco LLC$3M
- Cliffwater LLC$2M
Full exits 13
- Voss Capital, LP$8M
- Driehaus Capital Management LLC$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M
- JANUS HENDERSON GROUP PLC$2M
- EMERALD MUTUAL FUND ADVISERS TRUST$1M
- F/m Investments LLC$1M
Largest adds
- BlackRock, Inc.$40M
- Nuveen, LLC$18M
- VANGUARD CAPITAL MANAGEMENT LLC$18M
- D. E. Shaw & Co., Inc.$17M
- GEODE CAPITAL MANAGEMENT, LLC$12M
- STATE STREET CORP$11M
Largest trims
- MILLENNIUM MANAGEMENT LLC$12M
- CenterBook Partners LP$5M
- JANE STREET GROUP, LLC$4M
- Trexquant Investment LP$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Connor, Clark & Lunn Investment Management Ltd.$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,525,539 | $115M | 13.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 7,804,758 | $62M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,340,229 | $58M | 7.0% | 2026-Q2 |
| STATE STREET CORP added | 4,821,566 | $38M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,718,183 | $37M | 4.5% | 2026-Q2 |
| Nuveen, LLC added | 4,385,141 | $35M | 4.2% | 2026-Q2 |
| Rosalind Advisors, Inc. trimmed | 2,908,981 | $23M | 2.8% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 2,893,749 | $23M | 2.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,626,208 | $21M | 2.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,365,103 | $19M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,337,096 | $19M | 2.2% | 2026-Q2 |
| Legal & General Group Plc added | 2,012,792 | $16M | 1.9% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC added | 1,958,702 | $16M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,885,503 | $15M | 1.8% | 2026-Q2 |
| Parkman Healthcare Partners LLC added | 1,807,621 | $14M | 1.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,742,942 | $14M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,597,749 | $13M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,594,072 | $13M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,540,985 | $12M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,492,367 | $12M | 1.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,434,433 | $11M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,397,050 | $11M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,300,913 | $10M | 1.2% | 2026-Q2 |
| Ishara Investments LP added | 1,230,000 | $10M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,224,398 | $10M | 1.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 1,209,068 | $10M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 1,073,639 | $9M | 1.0% | 2026-Q2 |
| Knott David M Jr | 1,060,000 | $8M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,058,067 | $8M | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 972,880 | $8M | 0.9% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 898,753 | $7M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 797,200 | $6M | 0.8% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 715,608 | $6M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 687,632 | $5M | 0.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 685,570 | $5M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 664,564 | $5M | 0.6% | 2026-Q2 |
| FMR LLC added | 644,057 | $5M | 0.6% | 2026-Q2 |
| Walleye Capital LLC trimmed | 611,296 | $5M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 529,443 | $4M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 488,441 | $4M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 484,978 | $4M | 0.5% | 2026-Q2 |
| IHT Wealth Management, LLC added | 481,871 | $4M | 0.5% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC new | 467,013 | $4M | 0.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 461,153 | $4M | 0.4% | 2026-Q2 |
| Man Group plc added | 455,380 | $4M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 440,731 | $3M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 430,488 | $3M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 427,513 | $3M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 414,959 | $3M | 0.4% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 411,346 | $3M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 365,731 | $3M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 339,509 | $3M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 339,113 | $3M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 337,500 | $3M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 318,177 | $3M | 0.3% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 300,791 | $2M | 0.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 293,670 | $2M | 0.3% | 2026-Q2 |
| CenterBook Partners LP trimmed | 280,565 | $2M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 266,877 | $2M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 263,537 | $2M | 0.3% | 2026-Q2 |
| Cliffwater LLC new | 263,158 | $2M | 0.3% | 2026-Q2 |
| Legato Capital Management LLC added | 241,341 | $2M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 227,579 | $2M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 227,418 | $2M | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 226,607 | $2M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 219,200 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 215,897 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 214,205 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 205,855 | $2M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP added | 204,732 | $2M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 202,911 | $2M | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 199,983 | $2M | 0.2% | 2026-Q2 |
| Caption Management, LLC trimmed | 197,863 | $2M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 186,800 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 184,126 | $1M | 0.2% | 2026-Q2 |
| Virtus Investment Advisers, LLC added | 171,264 | $1M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 166,566 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 157,487 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 154,059 | $1M | 0.1% | 2026-Q2 |
| Quarry LP added | 150,057 | $1M | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P added | 145,917 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 145,336 | $843K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 143,285 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 139,918 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 134,298 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 133,417 | $1M | 0.1% | 2026-Q2 |
| DIADEMA PARTNERS LP | 132,746 | $1M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 131,664 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 128,941 | $1M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 127,107 | $1M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 123,914 | $981K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 111,102 | $880K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 109,875 | $870K | 0.1% | 2026-Q2 |
| Palo Alto Investors LP | 104,410 | $827K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 100,167 | $793K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 98,429 | $780K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 93,345 | $739K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 88,885 | $704K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC trimmed | 80,750 | $640K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 79,975 | $633K | 0.1% | 2026-Q2 |
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.