Security Snapshot

XBP Global Holdings, Inc. - Common Stock, $0.0001 par value (XBP) Institutional Ownership

CUSIP: 98400V101

13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026

13F reference period

n/a

Institutions Reporting

Shares (Excl. Options)

Price

$0.53

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Shares outstanding
14,086,069
SEC-reported price per share
$0.53
Insider filing price
$0.53
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • XBP - XBP Global Holdings, Inc. - Common Stock, $0.0001 par value is tracked under CUSIP 98400V101.
  • 13F reference-period holder data is not available.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder data for the Q2 2026 reference period is not available.
  • Available periods remain in the history table; they do not substitute for the headline period.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Schedule 13D/G

Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.

Open SEC evidence

Security key

98400V101

13F reference period

n/a

13F holders

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
XBP
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Exela Technologies, Inc. 29% -53% $32,064,244 +$12,660,140 36,027,240 +65% Par Chadha 29 Jul 2025
Gates Capital Management, Inc. 27% $28,419,040 31,931,506 GATES CAPITAL MANAGEMENT, L.P. 29 Jul 2025
CANTOR FITZGERALD, L. P. 6.8% $6,841,993 8,049,404 CANTOR FITZGERALD, L. P. 13 Oct 2025
HoldCo Asset Management, LP 6.7% $7,005,560 7,871,416 VM GP VII LLC 29 Jul 2025
CFAC Holdings VIII, LLC. 5.5% $5,481,993 6,449,404 CFAC Holdings VIII, LLC. 06 Oct 2025
Avenue RP Opportunities Fund, L.P. 13% +25% $959,718 -$5,457,473 1,810,789 -85% Marc Lasry 15 Sep 2026

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Headline period
n/a
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 0 $0 -$639,806 $0.53 0
2025 Q4 93,951 $639,806 -$52,692,496 $6.81 1
2025 Q3 74,686,880 $60,272,310 +$54,858,382 $0.81 32
2025 Q2 6,707,821 $6,237,621 -$119,557 $0.93 13
2025 Q1 6,831,288 $9,288,934 +$48,727 $1.36 13
2024 Q4 6,795,376 $7,406,958 -$27,549 $1.09 11
2024 Q3 6,320,832 $6,763,288 +$15,346 $1.07 10
2024 Q2 6,268,246 $10,971,930 +$45,418 $1.75 9
2024 Q1 6,228,745 $12,831,144 -$865,485 $2.06 9
2023 Q4 6,629,810 $35,137,993 +$35,137,993 $5.30 4
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