Who owns Xponential Fitness (XPOF)
Which tracked institutional funds hold XPOF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XPOF 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
32 tracked funds added or opened XPOF while 13 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
XPOF’s largest tracked holder by dollar value, Voss Capital, LP, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XPOF 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 114 tracked filers holding XPOF, 68 increased or opened the position and 49 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 XPOF 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 3
- Fund 1 Investments, LLC$13M
- ABS Investment Management LLC$1M
- Rangeley Capital, LLC$675K
Full exits 4
- Citizens Business Bank$12M
- JANUS HENDERSON GROUP PLC$2M
- AREX Capital Management, LP$903K
- CLARK ESTATES INC/NY$871K
Largest adds
- Shay Capital LLC$12M
- Voss Capital, LP$8M
- Kanen Wealth Management LLC$7M
- BlackRock, Inc.$6M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- D. E. Shaw & Co., Inc.$3M
Largest trims
- Solel Partners LP$4M
- STATE OF WISCONSIN INVESTMENT BOARD$2M
- CenterBook Partners LP$1M
- Diametric Capital, LP$991K
- Luxor Capital Group, LP$680K
- MORGAN STANLEY$646K
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 |
|---|---|---|---|---|
| Voss Capital, LP added | 6,795,956 | $47M | 19.8% | 2026-Q2 |
| Shay Capital LLC added | 2,694,483 | $19M | 7.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,436,664 | $17M | 7.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,954,304 | $14M | 5.7% | 2026-Q2 |
| Fund 1 Investments, LLC added | 1,808,068 | $13M | 5.3% | 2026-Q2 |
| Kanen Wealth Management LLC added | 1,702,669 | $12M | 5.0% | 2026-Q2 |
| MSD Partners, L.P. | 1,655,390 | $11M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,456,448 | $10M | 4.2% | 2026-Q2 |
| Hudson Bay Capital Management LP | 1,250,000 | $9M | 3.6% | 2026-Q2 |
| GRIZZLYROCK CAPITAL, LLC added | 1,171,622 | $8M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 861,915 | $6M | 2.5% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 648,679 | $4M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 631,446 | $4M | 1.8% | 2026-Q2 |
| CenterBook Partners LP trimmed | 627,951 | $4M | 1.8% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. trimmed | 537,923 | $4M | 1.6% | 2026-Q2 |
| Solel Partners LP trimmed | 485,300 | $3M | 1.4% | 2026-Q2 |
| CASPIAN CAPITAL LP | 450,355 | $3M | 1.3% | 2026-Q2 |
| Luxor Capital Group, LP trimmed | 431,725 | $3M | 1.3% | 2026-Q2 |
| CastleKnight Management LP | 381,500 | $3M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 377,971 | $3M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 362,409 | $3M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 339,721 | $2M | 1.0% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. trimmed | 339,501 | $2M | 1.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 326,970 | $2M | 1.0% | 2026-Q2 |
| MUFG Securities EMEA plc | 300,000 | $2M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 297,047 | $2M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 277,454 | $2M | 0.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 250,000 | $2M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 233,204 | $2M | 0.7% | 2026-Q2 |
| Atairos Group, Inc. | 225,550 | $2M | 0.7% | 2026-Q2 |
| UBS Group AG added | 196,348 | $1M | 0.6% | 2026-Q2 |
| ABS Investment Management LLC new | 193,730 | $1M | 0.6% | 2026-Q2 |
| ABS Direct Equity Fund LLC added | 193,730 | $1M | 0.6% | 2026-Q2 |
| ING GROEP NV | 150,000 | $1M | 0.4% | 2026-Q2 |
| Rock Creek Group LLC | 150,000 | $1M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 141,513 | $979K | 0.4% | 2026-Q2 |
| DBA TRADING, LLC | 132,877 | $800K | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 125,000 | $865K | 0.4% | 2026-Q2 |
| Diametric Capital, LP trimmed | 119,851 | $829K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 103,030 | $713K | 0.3% | 2026-Q2 |
| Rangeley Capital, LLC new | 97,485 | $675K | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 89,652 | $620K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 75,284 | $521K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 71,834 | $497K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 71,323 | $494K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 60,000 | $415K | 0.2% | 2026-Q2 |
| Composition Wealth, LLC new | 57,297 | $396K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 54,427 | $377K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 54,146 | $375K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 51,225 | $354K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 48,627 | $336K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 47,820 | $331K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 46,070 | $277K | 0.1% | 2026-Q2 |
| OMERS ADMINISTRATION Corp new | 40,000 | $277K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 39,073 | $270K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 37,326 | $258K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 35,535 | $246K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 35,200 | $244K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 33,380 | $231K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 33,055 | $229K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,048 | $215K | 0.1% | 2026-Q2 |
| RWWM, INC. | 30,000 | $208K | 0.1% | 2026-Q2 |
| Willis Investment Counsel new | 30,000 | $208K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP new | 29,956 | $207K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 29,290 | $203K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 28,820 | $199K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO | 22,777 | $158K | 0.1% | 2026-Q2 |
| Invesco Ltd. new | 19,237 | $133K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 16,433 | $114K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 16,298 | $113K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 15,989 | $111K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 15,124 | $105K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 13,368 | $93K | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,996 | $83K | 0.0% | 2026-Q2 |
| Fisher Asset Management, LLC new | 11,958 | $83K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,331 | $78K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 10,229 | $71K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,696 | $60K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 8,587 | $59K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 8,099 | $56K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,199 | $43K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 5,000 | $35K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 4,104 | $28K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 3,478 | $24K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 3,250 | $22K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 3,239 | $22K | 0.0% | 2026-Q2 |
| Asset Planning,Inc trimmed | 2,280 | $16K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,116 | $15K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 1,897 | $13K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,894 | $13K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,718 | $12K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 1,600 | $11K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,440 | $9K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 800 | $6K | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 504 | $3K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 402 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 390 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 348 | $2K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 282 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 209 | $1K | 0.0% | 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.