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Institutional Ownership · SEC Form 13F

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.

239
Institutional holders
106M
Shares held (tracked funds)
63.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added12,945,785$75M10.5%2026-Q1
D. E. Shaw & Co., Inc. added7,788,811$45M6.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,980,882$40M5.7%2026-Q1
STATE STREET CORP added4,658,174$27M3.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added4,290,629$25M3.5%2026-Q1
Qube Research & Technologies Ltd added4,114,425$24M3.3%2026-Q1
Rosalind Advisors, Inc. added3,231,700$19M2.6%2026-Q1
Nuveen, LLC added2,916,598$17M2.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,665,608$15M2.2%2026-Q1
MORGAN STANLEY trimmed2,572,654$15M2.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,265,974$13M1.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed1,931,666$11M1.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,924,202$11M1.6%2026-Q1
ARMISTICE CAPITAL, LLC trimmed1,909,838$11M1.6%2026-Q1
Legal & General Group Plc added1,908,289$11M1.6%2026-Q1
Parkman Healthcare Partners LLC added1,721,264$10M1.4%2026-Q1
UBS Group AG added1,646,378$10M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added1,613,650$9M1.3%2026-Q1
NORTHERN TRUST CORP added1,444,617$8M1.2%2026-Q1
Voss Capital, LP added1,386,927$8M1.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,379,425$8M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,359,657$8M1.1%2026-Q1
CenterBook Partners LP trimmed1,248,621$7M1.0%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added1,240,692$7M1.0%2026-Q1
ALGERT GLOBAL LLC added1,156,958$7M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,133,902$7M0.9%2026-Q1
Knott David M Jr added1,060,000$6M0.9%2026-Q1
Ishara Investments LP added1,025,000$6M0.8%2026-Q1
Granahan Investment Management, LLC trimmed921,854$5M0.7%2026-Q1
Driehaus Capital Management LLC trimmed902,740$5M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added874,397$5M0.7%2026-Q1
FEDERATED HERMES, INC. added856,813$5M0.7%2026-Q1
Trexquant Investment LP added833,217$5M0.7%2026-Q1
NORGES BANK added823,800$5M0.6%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC added747,769$4M0.6%2026-Q1
JANE STREET GROUP, LLC added725,616$4M0.6%2026-Q1
CITADEL ADVISORS LLC added681,634$4M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added668,074$4M0.5%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added625,310$4M0.5%2026-Q1
DEUTSCHE BANK AG\ trimmed623,012$4M0.5%2026-Q1
Squarepoint Ops LLC added614,550$4M0.5%2026-Q1
JPMORGAN CHASE & CO trimmed612,479$3M0.5%2026-Q1
SEI INVESTMENTS CO added579,210$3M0.5%2026-Q1
FMR LLC added513,076$3M0.4%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed464,084$3M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed452,860$3M0.4%2026-Q1
Bank of New York Mellon Corp trimmed426,285$2M0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed407,625$2M0.3%2026-Q1
Russell Investments Group, Ltd. added384,195$2M0.3%2026-Q1
IHT Wealth Management, LLC added376,476$2M0.3%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed374,800$2M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed370,116$2M0.3%2026-Q1
Swiss National Bank added328,300$2M0.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed308,546$2M0.3%2026-Q1
Schonfeld Strategic Advisors LLC added296,431$2M0.2%2026-Q1
JANUS HENDERSON GROUP PLC added295,489$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added286,071$2M0.2%2026-Q1
Man Group plc added276,422$2M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added262,787$2M0.2%2026-Q1
Apella Capital, LLC trimmed235,897$2M0.2%2026-Q1
ROYCE & ASSOCIATES LP new256,087$1M0.2%2026-Q1
RICE HALL JAMES & ASSOCIATES, LLC new251,066$1M0.2%2026-Q1
Legato Capital Management LLC trimmed234,144$1M0.2%2026-Q1
GROUP ONE TRADING LLC added218,145$1M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added209,034$1M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added208,507$1M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed208,273$1M0.2%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST new207,543$1M0.2%2026-Q1
F/m Investments LLC new207,543$1M0.2%2026-Q1
Caption Management, LLC added205,000$1M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added203,116$1M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added145,336$1M0.2%2026-Q1
RHUMBLINE ADVISERS added191,067$1M0.2%2026-Q1
Engineers Gate Manager LP added185,911$1M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added180,339$1M0.1%2026-Q1
HRT FINANCIAL LP trimmed171,102$992K0.1%2026-Q1
Y-Intercept (Hong Kong) Ltd added161,793$938K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed142,148$824K0.1%2026-Q1
BARCLAYS PLC trimmed138,553$804K0.1%2026-Q1
Swiss Life Asset Management Ltd added33,232$789K0.1%2026-Q1
VANGUARD GROUP INC added9,847,450$77M10.8%2025-Q4 stale
ACADIAN ASSET MANAGEMENT LLC added971,598$8M1.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed849,334$7M0.9%2025-Q4 stale
Walleye Capital LLC added623,962$5M0.7%2025-Q3 stale
Point72 Asset Management, L.P. added608,080$5M0.7%2025-Q4 stale
Cubist Systematic Strategies, LLC added880,314$4M0.6%2025-Q2 stale
Redmile Group, LLC451,099$4M0.5%2025-Q3 stale
CASTLEARK MANAGEMENT LLC new445,950$4M0.5%2025-Q4 stale
Divisadero Street Capital Management, LP new406,334$3M0.5%2025-Q3 stale
Jump Financial, LLC trimmed341,068$3M0.4%2025-Q4 stale
Harvest Investment Services, LLC trimmed292,677$2M0.3%2025-Q4 stale
CAXTON ASSOCIATES LLP trimmed174,102$1M0.2%2025-Q4 stale
PDT Partners, LLC new239,600$1M0.2%2025-Q1 stale
MACKENZIE FINANCIAL CORP added152,161$1M0.2%2025-Q3 stale
POLEN CAPITAL MANAGEMENT LLC added133,416$1M0.1%2025-Q4 stale
Inspire Investing, LLC new128,494$1M0.1%2025-Q3 stale
Roundview Capital LLC120,000$977K0.1%2025-Q3 stale
FRED ALGER MANAGEMENT, LLC trimmed108,936$887K0.1%2025-Q3 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed181,877$849K0.1%2025-Q2 stale
Faithward Advisors, LLC new106,730$838K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership