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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 17 | $75 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 28 | $123 | 0.00% | −1,878−98.5% | Reduced |
| UBS Asset Management Americas Inc | 32 | $141 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 47 | $207 | 0.00% | +47 | New |
| Barclays PLC | 77 | $339 | 0.00% | −173−69.2% | Reduced |
| Morgan Stanley | 633 | $2.79K | 0.00% | +428+208.8% | Added |
| JPMorgan Chase & Co | 2,997 | $12.3K | 0.00% | +20+0.7% | Added |
| Vanguard Global Advisers, LLC | 3,940 | $17.3K | 0.00% | +3,940 | New |
| Crewe Advisors LLC | 6,500 | $28.6K | 0.00% | +6,500 | New |
| Goldman Sachs Group Inc | 17,325 | $76.2K | 0.00% | +2,363+15.8% | Added |
| Brookfield Asset Management Inc. | 19,681 | $86.6K | 0.00% | −10.0% | Reduced |
| Alpine Global Management, LLC | 21,518 | $94.7K | 0.01% | −12,949−37.6% | Reduced |
| State Street Corp | 22,710 | $99.9K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 25,000 | $110.0K | 0.02% | +6,612+36.0% | Added |
| Northern Trust Corp | 25,114 | $110.5K | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 29,605 | $130.3K | 0.00% | −4,135−12.3% | Reduced |
| Jefferies Financial Group Inc. | 54,609 | $240.3K | 0.00% | −15,262−21.8% | Reduced |
| CastleKnight Management LP | 56,553 | $248.8K | 0.01% | −44,749−44.2% | Reduced |
| Vanguard Fiduciary Trust Co | 57,723 | $254.0K | 0.00% | +57,723 | New |
| B. Riley Financial, Inc. | 73,657 | $324.1K | 0.07% | −20,294−21.6% | Reduced |
| Vanguard Capital Management LLC | 127,858 | $562.6K | 0.00% | +127,858 | New |
| Geode Capital Management, LLC | 127,800 | $562.7K | 0.00% | +5,900+4.8% | Added |
| Bank of America Corp | 157,932 | $694.9K | 0.00% | −170.0% | Reduced |
| Allianz Asset Management GmbH | 168,751 | $742.5K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 173,855 | $765.0K | 0.00% | +3,284+1.9% | Added |
| Cantor Fitzgerald, L. P. | 766,872 | $3.37M | 0.12% | −44,216−5.5% | Reduced |
| HoldCo Asset Management, L.P. | 787,141 | $3.46M | 0.26% | 00.0% | Unchanged |
| Gates Capital Management, Inc. | 3,193,149 | $14.0M | 0.48% | 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 |