Xperi Inc.: which funds bought and sold

Institutions that bought and sold Xperi 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, 94 institutions that filed 13F reports for both quarters added to or opened positions in Xperi, and 52 cut or closed them. Together they added a net 3.4M shares, +8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+10.1%); index fund managers were net buyers of 523K shares (+4.8%). 31 opened a new position and 17 sold out entirely.

Bought, Q2 2026 94 institutions, 31 of them new holders Sold, Q2 2026 52 institutions, 17 of them sold out

Net change, all compared +3.4M shares (+8.2%)

Net change, active managers +1.8M shares (+10.1%), 24 bought, 9 sold

Buyers versus sellers

institutions compared, 167

94 bought 21 52 sold

Active managers and hedge funds 24 bought · 9 sold · +1.8M

Index fund managers 9 bought · 0 sold · +523K

Other institutions 61 bought · 43 sold · +1.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Acadian Asset Management LLC Active manager	+965K +281.8%	1.3M	$10.7M
Tsp Capital Management Group, LLC	+879K New position	879K	$7.2M
Manufacturers Life Insurance Company, The	+613K +24.7%	3.1M	$25.5M
American Century Companies Inc Active manager	+389K +327.4%	508K	$4.2M
Wellington Management Group LLP Active manager	+255K +11.4%	2.5M	$20.4M
Neuberger Berman Group LLC Active manager	+233K +8.9%	2.9M	$23.6M
Lazard Asset Management LLC Active manager	+183K New position	183K	$1.5M
Jane Street Group, LLC	+149K +383.6%	188K	$1.5M
Geode Capital Management, LLC Index funds	+147K +13.8%	1.2M	$9.9M
Dimensional Fund Advisors LP	+146K +13.0%	1.3M	$10.4M
Caption Management, LLC	+131K +13.3%	1.1M	$9.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+115K +38.0%	418K	$3.4M
Marshall Wace, LLP Hedge fund	+100K +165.5%	160K	$1.3M
Algert Global LLC Hedge fund	+99K +29.2%	439K	$3.6M
Trexquant Investment LP Hedge fund	+95K New position	95K	$784,607
Vanguard Capital Management LLC Index funds	+95K +4.9%	2.0M	$16.8M
Vanguard Portfolio Management LLC Index funds	+92K +4.7%	2.0M	$16.8M
Point72 Asset Management, L.P. Hedge fund	+87K New position	87K	$713,492
Russell Investments Group, Ltd.	+84K +181.1%	131K	$1.1M
Two Sigma Investments, LP Hedge fund	+78K +509.6%	94K	$772,616

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Acadian Asset Management LLC Active manager	+965K +281.8%	1.3M	$10.7M
American Century Companies Inc Active manager	+389K +327.4%	508K	$4.2M
Wellington Management Group LLP Active manager	+255K +11.4%	2.5M	$20.4M
Neuberger Berman Group LLC Active manager	+233K +8.9%	2.9M	$23.6M
Lazard Asset Management LLC Active manager	+183K New position	183K	$1.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+115K +38.0%	418K	$3.4M
Marshall Wace, LLP Hedge fund	+100K +165.5%	160K	$1.3M
Algert Global LLC Hedge fund	+99K +29.2%	439K	$3.6M
Trexquant Investment LP Hedge fund	+95K New position	95K	$784,607
Point72 Asset Management, L.P. Hedge fund	+87K New position	87K	$713,492

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Immersion Corp	−1.4M −71.7%	543K	$4.5M
Clearline Capital LP Hedge fund	−478K −16.2%	2.5M	$20.4M
Segall Bryant & Hamill, LLC Active manager	−413K Sold out	0	—
Goldman Sachs Group Inc	−202K −26.9%	549K	$4.5M
Jacobs Levy Equity Management, Inc Active manager	−70K −9.0%	703K	$5.8M
Dynamic Technology Lab Private Ltd	−60K Sold out	0	—
Connor, Clark & Lunn Investment Management Ltd.	−50K −8.1%	572K	$4.7M
D. E. Shaw & Co., Inc. Hedge fund	−47K −4.2%	1.1M	$8.9M
Renaissance Technologies LLC Hedge fund	−40K −7.3%	510K	$4.2M
Engineers Gate Manager LP Hedge fund	−29K Sold out	0	—
LPL Financial LLC	−28K Sold out	0	—
Susquehanna International Group, LLP	−24K −33.4%	47K	$388,925
Morgan Stanley	−15K −3.1%	468K	$3.8M
Squarepoint Ops LLC Hedge fund	−15K Sold out	0	—
Williams & Novak, LLC	−14K Sold out	0	—
State Of Wisconsin Investment Board	−12K Sold out	0	—
Jpmorgan Chase & Co	−11K −2.2%	494K	$4.1M
Xtx Topco Ltd	−8,925 −27.6%	23K	$192,524
Ameriprise Financial Inc	−8,871 −6.4%	129K	$1.1M
Campbell & Co Investment Adviser LLC	−8,839 −14.1%	54K	$441,844

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Clearline Capital LP Hedge fund	−478K −16.2%	2.5M	$20.4M
Segall Bryant & Hamill, LLC Active manager	−413K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−70K −9.0%	703K	$5.8M
D. E. Shaw & Co., Inc. Hedge fund	−47K −4.2%	1.1M	$8.9M
Renaissance Technologies LLC Hedge fund	−40K −7.3%	510K	$4.2M
Engineers Gate Manager LP Hedge fund	−29K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−15K Sold out	0	—
Federated Hermes, Inc. Active manager	−528 Sold out	0	—
Intech Investment Management LLC Active manager	−41 −0.3%	12K	$98,390

New positions

largest by value

Institution	Shares	Value June 30, 2026
Tsp Capital Management Group, LLC	879K	$7.2M
Lazard Asset Management LLCActive manager	183K	$1.5M
Trexquant Investment LPHedge fund	95K	$784,607
Point72 Asset Management, L.P.Hedge fund	87K	$713,492
SG Americas Securities, LLC	53K	$439,000
Schonfeld Strategic Advisors LLCHedge fund	52K	$426,091
Hillsdale Investment Management Inc.	48K	$397,509
Y-Intercept (Hong Kong) Ltd	48K	$392,769
Occudo Quantitative Strategies LP	37K	$308,469
Walleye Capital LLCHedge fund	34K	$280,610

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Segall Bryant & Hamill, LLCActive manager	413K	$2.3M
Dynamic Technology Lab Private Ltd	60K	$336,694
Engineers Gate Manager LPHedge fund	29K	$160,143
LPL Financial LLC	28K	$155,400
Squarepoint Ops LLCHedge fund	15K	$82,723
Williams & Novak, LLC	14K	$80,032
State Of Wisconsin Investment Board	12K	$67,777
Mai Capital Management	676	$3,786
Federated Hermes, Inc.Active manager	528	$2,957
Root Financial Partners, LLC	106	$594

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 151
Ten largest holders: 56.7%
Index fund managers: 25.3%
Active managers and hedge funds: 43.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	9	10	4	+1.8M	+10.1%
Index fund managers	9	0	0	0	+523K	+4.8%
Other institutions	61	43	21	13	+1.1M	+8.3%

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.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Xperi.

Only managers that filed a holdings report for both quarters are compared (167 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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