XBP Global Holdings, Inc.
XBP- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001839530
In the last 90 days, XBP Global Holdings, Inc. insiders filed 5 open-market purchases and 0 sales; 27 institutions reported holding it in 13F filings for Q2 2026, worth $13.6M in total; no superinvestor holds it.
Other share classesXBPEW
13F holders, Q1 2026
Institutional positions in XBP Global Holdings, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 29
- +3 vs. Q4 2025
- Shares held
- 5.92M
- +48.6K (+0.8%) vs. Q4 2025
- Total value
- $26.1M
- −$13.9M (−34.9%) vs. Q4 2025
- New holders
- 5
- 6 more added
- Sold out
- 2
- 10 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XBP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 27 | $13.6M |
| Q1 2026 | 29 | $26.1M |
| Q4 2025 | 27 | $41.3M |
| Q3 2025 | 34 | $60.5M |
| Q2 2025 | 13 | $6.24M |
| Q1 2025 | 13 | $9.29M |
| Q4 2024 | 11 | $7.41M |
| Q3 2024 | 10 | $6.76M |
| Q2 2024 | 9 | $11.0M |
| Q1 2024 | 9 | $12.8M |
| Q4 2023 | 4 | $35.1M |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding XBP Global Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gates Capital Management, Inc. | 3,193,149 | $14.0M | 0.48% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 787,141 | $3.46M | 0.26% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 766,872 | $3.37M | 0.12% | −44,216−5.5% | Reduced |
| BlackRock, Inc. | 173,855 | $765.0K | 0.00% | +3,284+1.9% | Added |
| Allianz Asset Management GmbH | 168,751 | $742.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 157,932 | $694.9K | 0.00% | −170.0% | Reduced |
| Geode Capital Management, LLC | 127,800 | $562.7K | 0.00% | +5,900+4.8% | Added |
| Vanguard Capital Management LLC | 127,858 | $562.6K | 0.00% | +127,858 | New |
| B. Riley Financial, Inc. | 73,657 | $324.1K | 0.07% | −20,294−21.6% | Reduced |
| Vanguard Fiduciary Trust Co | 57,723 | $254.0K | 0.00% | +57,723 | New |
| CastleKnight Management LP | 56,553 | $248.8K | 0.01% | −44,749−44.2% | Reduced |
| Jefferies Financial Group Inc. | 54,609 | $240.3K | 0.00% | −15,262−21.8% | Reduced |
| National Philanthropic Trust | 29,605 | $130.3K | 0.00% | −4,135−12.3% | Reduced |
| Northern Trust Corp | 25,114 | $110.5K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 25,000 | $110.0K | 0.02% | +6,612+36.0% | Added |
| State Street Corp | 22,710 | $99.9K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 21,518 | $94.7K | 0.01% | −12,949−37.6% | Reduced |
| Brookfield Asset Management Inc. | 19,681 | $86.6K | 0.00% | −10.0% | Reduced |
| Goldman Sachs Group Inc | 17,325 | $76.2K | 0.00% | +2,363+15.8% | Added |
| Crewe Advisors LLC | 6,500 | $28.6K | 0.00% | +6,500 | New |
| Vanguard Global Advisers, LLC | 3,940 | $17.3K | 0.00% | +3,940 | New |
| JPMorgan Chase & Co | 2,997 | $12.3K | 0.00% | +20+0.7% | Added |
| Morgan Stanley | 633 | $2.79K | 0.00% | +428+208.8% | Added |
| Barclays PLC | 77 | $339 | 0.00% | −173−69.2% | Reduced |
| Tower Research Capital LLC (TRC) | 47 | $207 | 0.00% | +47 | New |
| UBS Asset Management Americas Inc | 32 | $141 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 28 | $123 | 0.00% | −1,878−98.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 17 | $75 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,262−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |