Xeris Biopharma Holdings, Inc.
XERS- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001867096
In the last 90 days, Xeris Biopharma Holdings, Inc. insiders filed 0 open-market purchases and 10 sales; 242 institutions reported holding it in 13F filings for Q2 2026, worth $857.1M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Xeris Biopharma Holdings, Inc. as of Dec 31, 2025. 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
- 227
- −3 vs. Q3 2025
- Shares held
- 100.9M
- +3.95M (+4.1%) vs. Q3 2025
- Total value
- $792.0M
- +$2.83M (+0.4%) vs. Q3 2025
- New holders
- 35
- 79 more added
- Sold out
- 38
- 78 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XERS 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 | 242 | $857.1M |
| Q1 2026 | 239 | $610.3M |
| Q4 2025 | 227 | $792.0M |
| Q3 2025 | 231 | $789.3M |
| Q2 2025 | 201 | $422.9M |
| Q1 2025 | 199 | $480.9M |
| Q4 2024 | 162 | $222.2M |
| Q3 2024 | 144 | $182.2M |
| Q2 2024 | 135 | $136.6M |
| Q1 2024 | 142 | $133.7M |
| Q4 2023 | 120 | $140.8M |
| Q3 2023 | 111 | $102.3M |
| Q2 2023 | 105 | $146.7M |
| Q1 2023 | 92 | $80.6M |
| Q4 2022 | 97 | $71.6M |
| Q3 2022 | 101 | $89.3M |
| Q2 2022 | 103 | $91.3M |
| Q1 2022 | 103 | $129.2M |
| Q4 2021 | 92 | $120.2M |
| Q3 2021 | 71 | $42.9M |
| Q2 2021 | 94 | $114.9M |
| Q1 2021 | 103 | $149.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Xeris Biopharma Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $16 | 0.00% | −579−99.7% | Reduced |
| SJS Investment Consulting Inc. | 19 | $150 | 0.00% | +19 | New |
| GAMMA Investing LLC | 23 | $181 | 0.00% | −1−4.2% | Reduced |
| MAI Capital Management | 27 | $212 | 0.00% | +27 | New |
| Atlantic Private Wealth, LLC | 30 | $236 | 0.00% | +30 | New |
| Steigerwald, Gordon & Koch Inc. | 37 | $290 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 81 | $636 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 175 | $1.00K | 0.00% | −146−45.5% | Reduced |
| Bessemer Group Inc | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 140 | $1.10K | 0.00% | +120+600.0% | Added |
| Parkside Financial Bank & Trust | 155 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 200 | $1.57K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $1.65K | 0.00% | +225 | New |
| Global Retirement Partners, LLC | 300 | $2.35K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 404 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 399 | $3.13K | 0.00% | −222−35.7% | Reduced |
| Rothschild Investment LLC | 449 | $3.52K | 0.00% | +29+6.9% | Added |
| Rockefeller Capital Management L.P. | 594 | $4.66K | 0.00% | +594 | New |
| Massmutual Trust Co FSB | 678 | $5.32K | 0.00% | −216−24.2% | Reduced |
| Signaturefd, LLC | 720 | $5.65K | 0.00% | +89+14.1% | Added |
| TSFG, LLC | 708 | $6.00K | 0.00% | −350−33.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,000 | $7.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,000 | $7.85K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,011 | $7.94K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,020 | $8.01K | 0.00% | +648+174.2% | Added |
| Sound Income Strategies, LLC | 1,149 | $8.64K | 0.00% | +1,149 | New |
| Quest Partners LLC | 1,204 | $9.45K | 0.00% | −3,096−72.0% | Reduced |
| Essential Partners LLC | 1,288 | $10.1K | 0.00% | −139−9.7% | Reduced |
| Fortitude Family Office, LLC | 1,553 | $12.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,632 | $12.8K | 0.00% | −14,227−89.7% | Reduced |
| Allworth Financial LP | 1,686 | $13.2K | 0.00% | −79−4.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,714 | $13.5K | 0.00% | +1,634+2,042.5% | Added |
| SBI Securities Co., Ltd. | 1,907 | $15.0K | 0.00% | −6−0.3% | Reduced |
| Creative Financial Designs Inc | 2,200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,204 | $17.3K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,353 | $18.0K | 0.00% | +2,353 | New |
| Farther Finance Advisors, LLC | 2,571 | $20.2K | 0.00% | +190+8.0% | Added |
| EverSource Wealth Advisors, LLC | 2,818 | $22.1K | 0.00% | +941+50.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,821 | $22.1K | 0.00% | −4,968−63.8% | Reduced |
| Webster Bank, N. A. | 3,000 | $23.6K | 0.00% | −1,000−25.0% | Reduced |
| Kestra Advisory Services, LLC | 3,192 | $25.1K | 0.00% | +3,192 | New |
| GF Fund Management Co. Ltd. | 3,260 | $25.6K | 0.00% | −214−6.2% | Reduced |
| Amalgamated Bank | 4,824 | $38.0K | 0.00% | −10−0.2% | Reduced |
| Jones Financial Companies LLLP | 5,707 | $44.8K | 0.00% | +2,926+105.2% | Added |
| CIBC Private Wealth Group, LLC | 6,664 | $52.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,063 | $63.3K | 0.00% | +1,820+29.2% | Added |
| Truvestments Capital LLC | 8,118 | $63.7K | 0.01% | +3,979+96.1% | Added |
| State of Alaska, Department of Revenue | 8,457 | $66.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 8,480 | $66.6K | 0.01% | +8,480 | New |
| Kingsview Wealth Management, LLC | 10,000 | $78.5K | 0.00% | +10,000 | New |
| CIBC World Markets Corp | 10,158 | $79.7K | 0.00% | +10,158 | New |
| Tower Research Capital LLC (TRC) | 10,740 | $84.3K | 0.00% | +6,286+141.1% | Added |
| Pallas Capital Advisors LLC | 11,003 | $86.4K | 0.00% | −24−0.2% | Reduced |
| Jain Global LLC | 11,114 | $87.2K | 0.00% | +11,114 | New |
| O'Shaughnessy Asset Management, LLC | 11,423 | $89.7K | 0.00% | +1,263+12.4% | Added |
| Skopos Labs, Inc. | 12,195 | $90.6K | 0.00% | +12,195 | New |
| Captrust Financial Advisors | 11,816 | $92.8K | 0.00% | −88−0.7% | Reduced |
| Xponance, Inc. | 12,112 | $95.1K | 0.00% | +127+1.1% | Added |
| Aigen Investment Management, LP | 12,262 | $96.3K | 0.02% | −6,867−35.9% | Reduced |
| Ameritas Investment Partners, Inc. | 12,827 | $100.7K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,192 | $111.4K | 0.00% | +1,037+7.9% | Added |
| Bailard, Inc. | 15,300 | $120.1K | 0.00% | +15,300 | New |
| Landscape Capital Management, L.L.C. | 15,709 | $123.3K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,070 | $126.2K | 0.00% | +2,420+17.7% | Added |
| Jacksonville Wealth Management, LLC | 17,000 | $133.4K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 17,148 | $134.6K | 0.02% | −1,359−7.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,200 | $135.0K | 0.03% | +17,200 | New |
| Modern Wealth Management, LLC | 17,712 | $139.0K | 0.00% | +80.0% | Added |
| Victory Capital Management Inc | 17,840 | $140.0K | 0.00% | +585+3.4% | Added |
| Aspiriant, LLC | 20,000 | $157.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 20,382 | $160.0K | 0.01% | −1,800−8.1% | Reduced |
| Los Angeles Capital Management LLC | 17,901 | $173.8K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 22,186 | $174.2K | 0.00% | −15,808−41.6% | Reduced |
| Pictet Asset Management Holding SA | 23,196 | $182.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,936 | $187.9K | 0.00% | −15,385−39.1% | Reduced |
| Palumbo Wealth Management LLC | 24,349 | $191.1K | 0.05% | −38,840−61.5% | Reduced |
| Janney Montgomery Scott LLC | 24,450 | $192.0K | 0.00% | −1,750−6.7% | Reduced |
| Quantinno Capital Management LP | 24,696 | $193.9K | 0.00% | +7,002+39.6% | Added |
| 9823 Capital, L.P. | 24,917 | $195.6K | 0.13% | +24,917 | New |
| Swiss Life Asset Management Ltd | 26,059 | $204.6K | 0.00% | +26,059 | New |
| Fox Run Management, L.L.C. | 26,174 | $205.5K | 0.03% | +26,174 | New |
| Asset Management Group, Inc. | 26,480 | $207.9K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 27,037 | $212.2K | 0.02% | −1,268−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,105 | $216.5K | 0.00% | −20.0% | Reduced |
| Cerity Partners LLC | 29,578 | $232.2K | 0.00% | −1,455−4.7% | Reduced |
| VARCOV Co. | 31,005 | $243.4K | 0.10% | +31,005 | New |
| Diversified Trust Co | 32,062 | $251.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 33,400 | $262.2K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 33,689 | $264.5K | 0.00% | +16,278+93.5% | Added |
| Gsa Capital Partners LLP | 34,665 | $272.0K | 0.02% | −34,051−49.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,642 | $272.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 35,390 | $277.8K | 0.00% | +3,383+10.6% | Added |
| Gotham Asset Management, LLC | 35,412 | $278.0K | 0.00% | −7,329−17.1% | Reduced |
| Ausbil Investment Management Ltd | 37,000 | $290.4K | 0.17% | +37,000 | New |
| Virtus Investment Advisers, Inc. | 37,102 | $291.3K | 0.08% | +11,358+44.1% | Added |
| State Board of Administration of Florida Retirement System | 37,970 | $298.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,647 | $303.4K | 0.00% | −1,371−3.4% | Reduced |
| Royal Bank of Canada | 38,636 | $304.0K | 0.00% | +2,351+6.5% | Added |
| Profund Advisors LLC | 38,947 | $305.7K | 0.01% | +12,383+46.6% | Added |
| Savvy Advisors, Inc. | 40,465 | $317.6K | 0.01% | 00.0% | Unchanged |