Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xeris Biopharma Holdings Inc (XERS)

235 + Investors. Track Smart Money conviction in XERS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — XERS

Based on 240 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XERS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
240 hedge funds hold XERS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

149 buying95 selling
Last quarter: 149 funds were net buyers (41 opened a brand new position + 108 added to an existing one). Only 95 were sellers (62 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 37 → 40 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 27% new
98 out of 240 hedge funds have held XERS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +90% but shares only +15% — price-driven

Value
+89%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +90%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~41 new funds/quarter

26 → 57 → 37 → 40 → 41 new funds/Q
New funds entering each quarter: 57 → 37 → 40 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 35% newcomers

■ 47% veterans ■ 18% 1-2yr ■ 35% new
Entry-cohort mix of 247 holders: 117 (47%) are 2+ year veterans, 44 entered 1–2 years ago, and 86 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
52 of 239 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in XERS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XERS

In 2026 Q2, 149 hedge funds were net buyers of XERS (41 opened a new position, 108 added to an existing one), while 95 reduced or exited (62 trimmed, 33 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 65% of total institutional value in XERS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 240.

Hedge Fund Ownership: XERS

How many hedge funds hold XERS — quarterly history vs. share price
Quarterly hedge fund ownership of XERS vs. share price

Market Analysis: XERS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XERS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Xeris Biopharma Holdings Inc (XERS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XERS has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
XERS
+3.5%
XLV
+6.1%

XERS outperformed XLV by -2.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
XERS
-4.7%
XLV
+0.6%

Since the filing became public, XERS outperformed XLV by -5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: XERS
235 + Investors

Track Smart Money conviction in XERS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 235 232 1.29%
13F Shares 110M 97M 13.47%
Total Value $862M $553M 56.0%
New Positions 40 40 -
Increased Positions 104 102 +2
Closed Positions 36 35 +1
Reduced Positions 61 53 +8
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: XERS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

235 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XERS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XERS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosalind Advisors, Inc. 8.56% 2,908,981 $23.0M
2 Ishara Investments LP 7.16% 1,230,000 $9.7M
3 Knott David M Jr 4.44% 1,060,000 $8.4M
4 Parkman Healthcare Partners LLC 1.47% 1,807,621 $14.3M
5 Stonepine Capital Management, LLC 0.98% 280,000 $2.1M
6 Essex Investment Management Co LLC 0.74% 715,608 $5.7M
7 Cliffwater LLC 0.52% 263,158 $2.1M
8 Virtus Investment Advisers, LLC 0.32% 171,264 $1.4M
9 AlphaCentric Advisors LLC 0.31% 46,549 $369K
10 Granahan Investment Management, LLC 0.25% 898,753 $7.1M
11 VARCOV Co. 0.21% 70,752 $560K
12 Armistice Capital, LLC 0.19% 1,958,702 $15.5M
13 Kennedy Capital Management LLC 0.17% 1,209,068 $9.6M
14 Algert Global LLC 0.16% 1,742,942 $13.8M
15 Legato Capital Management LLC 0.16% 241,341 $1.9M
16 Globeflex Capital L P 0.15% 145,917 $1.2M
17 Diadema Partners LP 0.13% 132,746 $1.1M
18 Palogic Value Management, L.P. 0.13% 50,068 $397K
19 Rice Hall James & Associates, LLC 0.12% 300,791 $2.4M
20 Palo Alto Investors LP 0.11% 104,410 $827K
21 CenterBook Partners LP 0.11% 280,565 $2.2M
22 Quarry LP 0.10% 150,057 $1.2M
23 Persistent Asset Partners Ltd 0.08% 35,661 $282K
24 IHT Wealth Management, LLC 0.08% 481,871 $3.8M
25 Jacksonville Wealth Management, LLC 0.08% 17,000 $135K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Xeris Biopharma Holdings Inc (XERS)

What does the Smart Money Trend signal show for XERS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XERS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XERS?

More buyers than sellers — 61% buying: Last quarter: 149 funds were net buyers (41 opened a brand new position + 108 added to an existing one). Only 95 were sellers (62 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XERS holders?

Elite ownership — 65% AUM from top-100 funds: 52 of 239 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in XERS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XERS?

41% of holders stayed for 2+ years: 98 out of 240 hedge funds have held XERS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Xeris Biopharma Holdings Inc (XERS) following the 2026 Q2 hedge fund 13F filings?

As of today, XERS has moved -4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.6% for the XLV sector ETF — an outperformance of -5.3%. Since the quarter end (June 30, 2026), XERS has gained +3.5% vs +6.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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