Who owns XPEL, Inc. (XPEL)
Which tracked institutional funds hold XPEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XPEL 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
169 tracked funds added or opened XPEL while 87 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
XPEL’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XPEL 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 445 tracked filers holding XPEL, 262 increased or opened the position and 185 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 XPEL 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 44
- Capital Research Global Investors$95M
- VANGUARD PORTFOLIO MANAGEMENT LLC$63M
- VANGUARD CAPITAL MANAGEMENT LLC$53M
- Divisadero Street Capital Management, LP$32M
- Think Investments LP$22M
- VANGUARD ASSET MANAGEMENT, Ltd$16M
Full exits 25
- VANGUARD GROUP INC$124M
- Wealth High Governance Capital Ltda$10M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$10M
- PointState Capital LP$9M
- Roubaix Capital, LLC$6M
- TWINBEECH CAPITAL LP$5M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$104M
- ARGA Investment Management, LP$68M
- DODGE & COX$67M
- MARSHALL WACE, LLP$55M
- Man Group plc$53M
- Ninety One UK Ltd$52M
Largest trims
- Capital World Investors$250M
- BlackRock, Inc.$217M
- ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$122M
- SCHRODER INVESTMENT MANAGEMENT GROUP$116M
- SPX Gestao de Recursos Ltda$46M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$45M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 32,726,688 | $623M | 11.4% | 2026-Q1 |
| ARGA Investment Management, LP added | 20,699,135 | $394M | 7.2% | 2026-Q1 |
| GENERAL ATLANTIC, L.P. trimmed | 20,566,133 | $392M | 7.2% | 2026-Q1 |
| Capital World Investors trimmed | 19,103,295 | $364M | 6.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 12,331,051 | $236M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 9,763,979 | $186M | 3.4% | 2026-Q1 |
| WASATCH ADVISORS LP added | 3,844,574 | $170M | 3.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,699,253 | $164M | 3.0% | 2026-Q1 |
| Ninety One UK Ltd added | 8,055,677 | $153M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 5,980,892 | $114M | 2.1% | 2026-Q1 |
| Capital Research Global Investors added | 5,001,182 | $95M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,774,004 | $90M | 1.7% | 2026-Q1 |
| ALTA FOX CAPITAL MANAGEMENT, LLC added | 1,924,258 | $85M | 1.6% | 2026-Q1 |
| Fisher Asset Management, LLC added | 4,400,848 | $84M | 1.5% | 2026-Q1 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. trimmed | 3,909,501 | $74M | 1.4% | 2026-Q1 |
| Seafarer Capital Partners, LLC | 3,771,000 | $72M | 1.3% | 2026-Q1 |
| NORGES BANK added | 4,952,727 | $68M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 3,240,367 | $62M | 1.1% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP trimmed | 3,172,009 | $60M | 1.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,015,296 | $57M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,982,040 | $57M | 1.0% | 2026-Q1 |
| SCS Capital Management LLC | 1,241,540 | $55M | 1.0% | 2026-Q1 |
| Man Group plc added | 2,805,416 | $53M | 1.0% | 2026-Q1 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. added | 2,678,950 | $51M | 0.9% | 2026-Q1 |
| BAMCO INC /NY/ added | 2,674,571 | $51M | 0.9% | 2026-Q1 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. trimmed | 2,382,538 | $45M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,960,025 | $37M | 0.7% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 1,946,633 | $37M | 0.7% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,930,445 | $37M | 0.7% | 2026-Q1 |
| Ninety One North America, Inc. added | 1,924,627 | $37M | 0.7% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 824,839 | $37M | 0.7% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 805,546 | $36M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,811,983 | $35M | 0.6% | 2026-Q1 |
| Divisadero Street Capital Management, LP added | 720,425 | $32M | 0.6% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 1,656,177 | $32M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,626,489 | $31M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,594,070 | $30M | 0.6% | 2026-Q1 |
| Optiver Holding B.V. added | 1,574,816 | $30M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,518,744 | $29M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,499,613 | $29M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 1,357,313 | $26M | 0.5% | 2026-Q1 |
| SPX Gestao de Recursos Ltda trimmed | 1,187,073 | $23M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,148,643 | $22M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,147,364 | $22M | 0.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 488,027 | $22M | 0.4% | 2026-Q1 |
| Think Investments LP new | 1,132,200 | $22M | 0.4% | 2026-Q1 |
| FIL Ltd added | 1,126,335 | $21M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 472,643 | $21M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,062,720 | $20M | 0.4% | 2026-Q1 |
| Praetorian PR LLC | 1,000,000 | $19M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 871,561 | $17M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 845,120 | $16M | 0.3% | 2026-Q1 |
| Aware Super Pty Ltd as trustee of Aware Super added | 797,491 | $15M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 792,780 | $15M | 0.3% | 2026-Q1 |
| Swiss National Bank trimmed | 775,264 | $15M | 0.3% | 2026-Q1 |
| Crawford Fund Management, LLC trimmed | 332,051 | $15M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 744,222 | $14M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 726,300 | $14M | 0.3% | 2026-Q1 |
| Sustainable Growth Advisers, LP added | 696,489 | $13M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 680,507 | $13M | 0.2% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 650,050 | $12M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 632,746 | $12M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 252,381 | $11M | 0.2% | 2026-Q1 |
| Walleye Trading LLC added | 585,307 | $11M | 0.2% | 2026-Q1 |
| Absolute Gestao de Investimentos Ltda. trimmed | 584,578 | $11M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 581,867 | $11M | 0.2% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 570,057 | $11M | 0.2% | 2026-Q1 |
| Truxt Investmentos Ltda. trimmed | 568,151 | $11M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 232,677 | $10M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 532,173 | $10M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 522,662 | $10M | 0.2% | 2026-Q1 |
| Rheos Capital Works Inc. | 500,000 | $10M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 492,178 | $9M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 485,652 | $9M | 0.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 197,875 | $9M | 0.2% | 2026-Q1 |
| LHM, INC. trimmed | 190,664 | $8M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 441,514 | $8M | 0.2% | 2026-Q1 |
| Triveni Capital Investments LP added | 411,964 | $8M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 388,600 | $7M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 163,289 | $7M | 0.1% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 371,828 | $7M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 364,638 | $7M | 0.1% | 2026-Q1 |
| Orbis Allan Gray Ltd added | 8,001,932 | $162M | 3.0% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,993,854 | $82M | 1.5% | 2025-Q1 stale |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 2,538,130 | $48M | 0.9% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 2,844,889 | $47M | 0.9% | 2025-Q4 stale |
| Tredje AP-fonden new | 1,923,000 | $36M | 0.7% | 2025-Q3 stale |
| NATIXIS added | 1,452,319 | $29M | 0.5% | 2025-Q2 stale |
| CIBC WORLD MARKETS CORP trimmed | 1,228,500 | $25M | 0.5% | 2025-Q2 stale |
| CIBC WORLD MARKET INC. trimmed | 1,210,200 | $24M | 0.4% | 2025-Q2 stale |
| INCA Investments LLC trimmed | 926,752 | $17M | 0.3% | 2025-Q3 stale |
| Absoluto Partners Gestao de Recursos Ltda trimmed | 762,871 | $15M | 0.3% | 2025-Q2 stale |
| Fourth Sail Capital LP added | 969,296 | $13M | 0.2% | 2025-Q1 stale |
| Mawer Investment Management Ltd. trimmed | 443,210 | $13M | 0.2% | 2025-Q1 stale |
| WIM INVESTMENT MANAGEMENT Ltd new | 654,000 | $12M | 0.2% | 2025-Q3 stale |
| Wealth High Governance Capital Ltda trimmed | 610,262 | $10M | 0.2% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 596,760 | $10M | 0.2% | 2025-Q4 stale |
| PointState Capital LP new | 571,756 | $9M | 0.2% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 447,000 | $9M | 0.2% | 2025-Q2 stale |
| TB Capital Gestao de Recursos Ltda. trimmed | 478,740 | $9M | 0.2% | 2025-Q3 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.