undamentalytics Newsletter

XBP Global Holdings, Inc.: which funds bought and sold

Institutions that bought and sold XBP Global Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in XBP Global Holdings, and 9 cut or closed them. Together they added a net 750K shares, +12.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 57K shares (−1.4%); index fund managers were net sellers of 2,686 shares (−0.5%). 0 opened a new position and 2 sold out entirely.

Bought, Q2 2026 8 institutions, 0 of them new holders Sold, Q2 2026 9 institutions, 2 of them sold out
Net change, all compared +750K shares (+12.7%)
Net change, active managers −57K shares (−1.4%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 29
Active managers and hedge funds 0 bought · 1 sold · −57K
Index fund managers 2 bought · 3 sold · −2,686
Other institutions 6 bought · 5 sold · +809K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cantor Fitzgerald, L. P. +869K +113.4% 1.6M $3.8M
Tower Research Capital LLC (TRC) +3,709 +7891.5% 3,756 $8,714
Blackrock, Inc. Index funds +2,831 +1.6% 177K $409,911
Crewe Advisors LLC +2,500 +38.5% 9,000 $20,880
UBS Group AG +1,115 +3982.1% 1,143 $2,652
Goldman Sachs Group Inc +545 +3.1% 18K $41,458
Vanguard Fiduciary Trust Co Index funds +475 +0.8% 58K $135,019
Barclays PLC +23 +29.9% 100 $232

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Castleknight Management LP Hedge fund −57K Sold out 0 —
Bank Of America Corp −32K −20.4% 126K $291,578
Alpine Global Management, LLC −22K Sold out 0 —
National Philanthropic Trust −14K −47.7% 15K $35,939
Geode Capital Management, LLC Index funds −3,863 −3.0% 124K $287,766
Northern Trust Corp Index funds −1,654 −6.6% 23K $54,427
Morgan Stanley −600 −94.8% 33 $76
Vanguard Capital Management LLC Index funds −475 −0.4% 127K $295,529
Jpmorgan Chase & Co −11 −0.4% 2,986 $7,465

New positions

largest by value
InstitutionSharesValue June 30, 2026
No institution opened a new position.

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Castleknight Management LPHedge fund 57K $248,833
Alpine Global Management, LLC 22K $94,679

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
27
Ten largest holders
97.0%
of 13F-reported shares
Index fund managers
8.0%
of 13F-reported shares
Active managers and hedge funds
59.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 1 −57K −1.4%
Index fund managers 2 3 0 0 −2,686 −0.5%
Other institutions 6 5 0 1 +809K +59.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to XBP Global Holdings, Inc. · Insiders · Politicians