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, Q2 2026
Institutional positions in XBP Global Holdings, Inc. as of Jun 30, 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
- 27
- −2 vs. Q1 2026
- Shares held
- 5.85M
- −68.6K (−1.2%) vs. Q1 2026
- Total value
- $13.6M
- −$12.5M (−47.9%) vs. Q1 2026
- New holders
- 0
- 8 more added
- Sold out
- 2
- 7 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding XBP Global Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 17 | $39 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 32 | $74 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 33 | $76 | 0.00% | −600−94.8% | Reduced |
| Barclays PLC | 100 | $232 | 0.00% | +23+29.9% | Added |
| UBS Group AG | 1,143 | $2.65K | 0.00% | +1,115+3,982.1% | Added |
| JPMorgan Chase & Co | 2,986 | $7.46K | 0.00% | −11−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,756 | $8.71K | 0.00% | +3,709+7,891.5% | Added |
| Vanguard Global Advisers, LLC | 3,940 | $9.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9,000 | $20.9K | 0.00% | +2,500+38.5% | Added |
| National Philanthropic Trust | 15,491 | $35.9K | 0.00% | −14,114−47.7% | Reduced |
| Goldman Sachs Group Inc | 17,870 | $41.5K | 0.00% | +545+3.1% | Added |
| Brookfield Asset Management Inc. | 19,681 | $45.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 22,710 | $52.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 23,460 | $54.4K | 0.00% | −1,654−6.6% | Reduced |
| Shay Capital LLC | 25,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 54,609 | $126.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 58,198 | $135.0K | 0.00% | +475+0.8% | Added |
| B. Riley Financial, Inc. | 73,657 | $170.9K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 123,937 | $287.8K | 0.00% | −3,863−3.0% | Reduced |
| Bank of America Corp | 125,680 | $291.6K | 0.00% | −32,252−20.4% | Reduced |
| Vanguard Capital Management LLC | 127,383 | $295.5K | 0.00% | −475−0.4% | Reduced |
| Allianz Asset Management GmbH | 168,751 | $391.5K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 176,686 | $409.9K | 0.00% | +2,831+1.6% | Added |
| HoldCo Asset Management, L.P. | 787,141 | $1.83M | 0.12% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 818,119 | $1.90M | 0.04% | +51,247+6.7% | Added |
| Gates Capital Management, Inc. | 3,193,149 | $7.41M | 0.24% | 00.0% | Unchanged |
| CastleKnight Management LP | 0 | $0 | 0.00% | −56,553−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −21,518−100.0% | Sold out |