Who owns XFOR (XFOR)
Which tracked institutional funds hold XFOR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XFOR 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
26 tracked funds added or opened XFOR while 9 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
XFOR’s largest tracked holder by dollar value, MORGAN STANLEY, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XFOR 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 84 tracked filers holding XFOR, 40 increased or opened the position and 36 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 XFOR 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- VANGUARD FIDUCIARY TRUST CO$2M
- Venrock Adviser, LLC$1M
- Brevan Howard Capital Management LP$526K
Full exits 5
- VANGUARD GROUP INC$14M
- Siren, L.L.C.$6M
- Point72 Asset Management, L.P.$3M
- SILVERARC CAPITAL MANAGEMENT, LLC$1M
- CITADEL ADVISORS LLC$515K
Largest adds
- MORGAN STANLEY$6M
- Deep Track Capital, LP$6M
- MILLENNIUM MANAGEMENT LLC$5M
- Saturn V Capital Management LP$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Rosalind Advisors, Inc.$3M
Largest trims
- Stonepine Capital Management, LLC$989K
- FMR LLC$529K
- SAMSARA BIOCAPITAL, LLC$272K
- ExodusPoint Capital Management, LP$256K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,466,992 | $39M | 9.3% | 2026-Q1 |
| Empery Asset Management, LP trimmed | 8,944,118 | $37M | 8.8% | 2026-Q1 |
| FMR LLC trimmed | 8,103,400 | $33M | 7.9% | 2026-Q1 |
| Bain Capital Life Sciences Investors, LLC | 7,967,454 | $33M | 7.8% | 2026-Q1 |
| PERCEPTIVE ADVISORS LLC added | 6,737,648 | $28M | 6.6% | 2026-Q1 |
| Saturn V Capital Management LP added | 6,456,646 | $27M | 6.3% | 2026-Q1 |
| Deep Track Capital, LP added | 6,339,535 | $26M | 6.2% | 2026-Q1 |
| Kalehua Capital Management LLC | 3,722,840 | $15M | 3.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,497,612 | $14M | 3.4% | 2026-Q1 |
| BRAIDWELL LP trimmed | 3,272,954 | $14M | 3.2% | 2026-Q1 |
| NEA Management Company, LLC | 3,233,743 | $13M | 3.2% | 2026-Q1 |
| Rosalind Advisors, Inc. added | 3,214,766 | $13M | 3.2% | 2026-Q1 |
| Blackstone Inc. | 2,681,922 | $11M | 2.6% | 2026-Q1 |
| Trails Edge Capital Partners, LP | 2,571,478 | $11M | 2.5% | 2026-Q1 |
| Nantahala Capital Management, LLC | 2,449,468 | $10M | 2.4% | 2026-Q1 |
| BVF INC/IL | 2,233,742 | $9M | 2.2% | 2026-Q1 |
| SAMSARA BIOCAPITAL, LLC trimmed | 1,832,566 | $8M | 1.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,211,794 | $5M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,210,514 | $5M | 1.2% | 2026-Q1 |
| Woodline Partners LP added | 1,001,095 | $4M | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 939,726 | $4M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 882,134 | $4M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 856,222 | $4M | 0.8% | 2026-Q1 |
| STEMPOINT CAPITAL LP trimmed | 850,742 | $4M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 480,733 | $2M | 0.5% | 2026-Q1 |
| STATE STREET CORP added | 403,534 | $2M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 336,834 | $1M | 0.3% | 2026-Q1 |
| Stonepine Capital Management, LLC trimmed | 335,309 | $1M | 0.3% | 2026-Q1 |
| Venrock Adviser, LLC new | 330,525 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG added | 267,340 | $1M | 0.3% | 2026-Q1 |
| ACORN CAPITAL ADVISORS, LLC trimmed | 234,039 | $967K | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 218,954 | $904K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP | 178,235 | $736K | 0.2% | 2026-Q1 |
| Pale Fire Capital SE | 167,590 | $692K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 150,676 | $622K | 0.1% | 2026-Q1 |
| Affinity Asset Advisors, LLC | 145,000 | $599K | 0.1% | 2026-Q1 |
| Palumbo Wealth Management LLC added | 131,014 | $541K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 127,321 | $526K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 102,599 | $424K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd new | 36,221 | $385K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 66,749 | $276K | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 57,300 | $237K | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 50,287 | $208K | 0.0% | 2026-Q1 |
| Catalyst Funds Management Pty Ltd new | 47,383 | $196K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 37,143 | $153K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 35,765 | $148K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 32,977 | $136K | 0.0% | 2026-Q1 |
| Diametric Capital, LP trimmed | 28,973 | $120K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 21,789 | $90K | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 19,968 | $82K | 0.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 19,514 | $81K | 0.0% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 19,474 | $80K | 0.0% | 2026-Q1 |
| CAXTON CORP | 15,557 | $64K | 0.0% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 14,703 | $61K | 0.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,868 | $57K | 0.0% | 2026-Q1 |
| Creative Planning trimmed | 13,819 | $57K | 0.0% | 2026-Q1 |
| Virtu Financial LLC trimmed | 12,730 | $53K | 0.0% | 2026-Q1 |
| Jump Financial, LLC added | 12,317 | $51K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC new | 128 | $49K | 0.0% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 11,525 | $48K | 0.0% | 2026-Q1 |
| SummitTX Capital, L.P. new | 11,200 | $46K | 0.0% | 2026-Q1 |
| WINTON GROUP Ltd new | 10,600 | $44K | 0.0% | 2026-Q1 |
| Indivisible Partners | 10,000 | $37K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,756 | $20K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,814 | $12K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,423,662 | $14M | 3.3% | 2025-Q4 stale |
| Siren, L.L.C. new | 1,500,000 | $6M | 1.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 808,154 | $3M | 0.8% | 2025-Q4 stale |
| KINGDON CAPITAL MANAGEMENT, L.L.C. added | 933,332 | $3M | 0.8% | 2025-Q3 stale |
| ORBIMED ADVISORS LLC trimmed | 6,776,515 | $2M | 0.4% | 2025-Q1 stale |
| SILVERARC CAPITAL MANAGEMENT, LLC new | 357,387 | $1M | 0.3% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 343,963 | $1M | 0.3% | 2025-Q3 stale |
| Ensign Peak Advisors, Inc trimmed | 2,235,655 | $529K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 128,675 | $515K | 0.1% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 64,505 | $258K | 0.1% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 132,724 | $252K | 0.1% | 2025-Q2 stale |
| CIBC WORLD MARKET INC. new | 35,000 | $248K | 0.1% | 2025-Q1 stale |
| AXA S.A. trimmed | 691,116 | $163K | 0.0% | 2025-Q1 stale |
| Man Group plc new | 24,187 | $97K | 0.0% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC trimmed | 22,200 | $89K | 0.0% | 2025-Q4 stale |
| Bank of New York Mellon Corp | 344,747 | $81K | 0.0% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 19,177 | $66K | 0.0% | 2025-Q3 stale |
| DEUTSCHE BANK AG\ | 267,628 | $64K | 0.0% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 26,382 | $50K | 0.0% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 12,518 | $50K | 0.0% | 2025-Q4 stale |
| RHUMBLINE ADVISERS added | 188,415 | $44K | 0.0% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC trimmed | 111,704 | $26K | 0.0% | 2025-Q1 stale |
| ALLIANCEBERNSTEIN L.P. | 109,570 | $26K | 0.0% | 2025-Q1 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 100,693 | $24K | 0.0% | 2025-Q1 stale |
| SG Americas Securities, LLC trimmed | 91,487 | $22K | 0.0% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 10,548 | $20K | 0.0% | 2025-Q2 stale |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 83,015 | $20K | 0.0% | 2025-Q1 stale |
| Corebridge Financial, Inc. added | 83,602 | $20K | 0.0% | 2025-Q1 stale |
| VOYA INVESTMENT MANAGEMENT LLC added | 59,322 | $14K | 0.0% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 57,960 | $14K | 0.0% | 2025-Q1 stale |
| XTX Topco Ltd trimmed | 57,803 | $14K | 0.0% | 2025-Q1 stale |
| NEW YORK STATE COMMON RETIREMENT FUND | 51,639 | $12K | 0.0% | 2025-Q1 stale |
| NEUBERGER BERMAN GROUP LLC new | 44,667 | $11K | 0.0% | 2025-Q1 stale |
| Point72 Asia (Singapore) Pte. Ltd. new | 2,914 | $10K | 0.0% | 2025-Q3 stale |
| CANTOR FITZGERALD, L. P. | 40,251 | $10K | 0.0% | 2025-Q1 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.