Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Xeris Biopharma Holdings Inc (XERS)

230 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — XERS

Based on 231 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
231 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 — +16% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

141 buying93 selling
Last quarter: 141 funds were net buyers (40 opened a brand new position + 101 added to an existing one). Only 93 were sellers (57 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 57 → 37 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 31% new

■ 39% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 231 current holders: 89 (39%) held >2 years, 70 held 1–2 years, and 72 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -6%, value -31%

Value
-31%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~40 new funds/quarter

58 → 25 → 57 → 37 → 40 new funds/Q
New funds entering each quarter: 25 → 57 → 37 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 40% newcomers

■ 45% veterans ■ 15% 1-2yr ■ 40% new
Entry-cohort mix of 240 holders: 107 (45%) are 2+ year veterans, 36 entered 1–2 years ago, and 97 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
45 of 231 holders are among the 100 largest funds by AUM, controlling 44% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 141 hedge funds were net buyers of XERS (40 opened a new position, 101 added to an existing one), while 93 reduced or exited (57 trimmed, 36 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in XERS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 231.

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 Q1 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 March 31, 2026 · 75d ago
XERS
+17.1%
XLV
+4.9%

XERS outperformed XLV by +12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
XERS
+8.8%
XLV
+6.0%

Since the filing became public, XERS outperformed XLV by +2.8% .

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.

18 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: XERS
230 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 230 227 1.32%
13F Shares 96M 101M -5.5%
Total Value $548M $794M -30.98%
New Positions 39 37 +2
Increased Positions 101 80 +21
Closed Positions 36 40 -4
Reduced Positions 53 75 -22
Total Calls 5 5 -
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.4 Neutral

Statistics: XERS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

230 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosalind Advisors, Inc. 7.53% 3,231,700 $18.7M
2 Ishara Investments LP 5.63% 1,025,000 $5.9M
3 Knott David M Jr 3.66% 1,060,000 $6.1M
4 Parkman Healthcare Partners LLC 1.03% 1,721,264 $10.0M
5 Essex Investment Management Co LLC 0.69% 747,769 $4.3M
6 Stonepine Capital Management, LLC 0.65% 280,000 $1.6M
7 Voss Capital, LP 0.43% 1,386,927 $8.0M
8 CenterBook Partners LP 0.39% 1,248,621 $7.2M
9 AlphaCentric Advisors LLC 0.27% 45,886 $266K
10 Granahan Investment Management, LLC 0.26% 921,854 $5.3M
11 Armistice Capital, LLC 0.20% 1,909,838 $11.1M
12 EntryPoint Capital, LLC 0.16% 96,210 $558K
13 Kennedy Capital Management LLC 0.15% 1,240,692 $7.2M
14 Diadema Partners LP 0.13% 132,746 $770K
15 Quarry LP 0.13% 125,000 $725K
16 Legato Capital Management LLC 0.12% 234,144 $1.4M
17 Palogic Value Management, L.P. 0.12% 50,000 $290K
18 Globeflex Capital L P 0.11% 123,184 $714K
19 Stonepine Capital Management, LLC 0.09% 40,030 $232K
20 Palo Alto Investors LP 0.09% 104,410 $606K
21 Round Rock Advisors LLC 0.09% 96,816 $562K
22 Rice Hall James & Associates, LLC 0.08% 251,066 $1.5M
23 F/m Investments LLC 0.08% 207,543 $1.2M
24 Persistent Asset Partners Ltd 0.08% 35,661 $207K
25 Integrated Quantitative Investments LLC 0.07% 66,170 $384K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 60% buying: Last quarter: 141 funds were net buyers (40 opened a brand new position + 101 added to an existing one). Only 93 were sellers (57 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XERS holders?

Elite ownership — 44% AUM from top-100 funds: 45 of 231 holders are among the 100 largest funds by AUM, controlling 44% 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?

Mixed — 39% long-term, 31% new: Of the 231 current holders: 89 (39%) held >2 years, 70 held 1–2 years, and 72 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Xeris Biopharma Holdings Inc (XERS) following the 2026 Q1 hedge fund 13F filings?

As of today, XERS has moved +8.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), XERS has gained +17.1% vs +4.9% 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.

Full history →