13F reference period
Q2 2026
Security Snapshot
XBP Global Holdings, Inc. - Common Stock, $0.0001 par value (XBP) Institutional Ownership
CUSIP: 98400V200
13F Institutional Holders and Ownership History from Q4 2025 to Q3 2026
Institutions Reporting
27
Shares (Excl. Options)
5.85M
Full value: 5,852,530 · shares · 30 Jun 2026Price
$2.32
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, $0.0001 par value
- Symbol
- XBP on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 5,852,530
- Total 13F value
- $13,578,638
- Portfolio coverage rank
- 0%
- Share change
- -68,595
- Value change
- -$321,527
- Number of holders
- 27
- Shares outstanding
- 14,823,105
- SEC-reported price per share
- $3.11
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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 98400V200.
- 27 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 29 to 27 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$26.05M
Full value: $26,052,437 · USD · 31 Mar 2026.$13.58M
Full value: $13,578,638 · USD · 30 Jun 2026
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 Form 13F
Open SEC evidence
Latest holder context comes from 27 institutions filings for Q2 2026.
Security key
98400V200
13F reference period
Q2 2026
13F holders
27
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
XBP full holder history
XBP Global Holdings, Inc. SEC filings
XBP Global Holdings, Inc. company facts
XBP Global Holdings, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98400V200:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XBP
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| CHADHA PAR | 26% | $11,223,403 | 3,843,631 | Par Chadha | 15 Sep 2026 |
As of 30 Jun 2026,
27
institutional investors reported holding
shares of
XBP Global Holdings, Inc. - Common Stock, $0.0001 par value (XBP).
This represents
39%
of the company’s total
outstanding shares.
5.85M
Full value: 5,852,530 · shares · 30 Jun 202614.82M
Full value: 14,823,105 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
39%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Gates Capital Management, Inc. | 22% | 3,193,149 | 0% | 0.24% | $7,408,107 |
| CANTOR FITZGERALD, L. P. | 5.5% | 818,119 | +6.7% | 0.04% | $1,898,036 |
| HoldCo Asset Management, LP | 5.3% | 787,141 | 0% | 0.12% | $1,826,167 |
| BlackRock, Inc. | 1.2% | 176,686 | +1.6% | 0% | $409,911 |
| Allianz Asset Management GmbH | 1.1% | 168,751 | 0% | 0% | $391,502 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.86% | 127,383 | -0.37% | 0% | $295,529 |
| BANK OF AMERICA CORP /DE/ | 0.85% | 125,680 | -20% | 0% | $291,578 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.84% | 123,937 | -3% | 0% | $287,766 |
| BRC Group Holdings, Inc. | 0.5% | 73,657 | 0% | 0.04% | $170,884 |
| VANGUARD FIDUCIARY TRUST CO | 0.39% | 58,198 | +0.82% | 0% | $135,019 |
| Jefferies Financial Group Inc. | 0.37% | 54,609 | 0% | 0% | $126,693 |
| Shay Capital LLC | 0.17% | 25,000 | 0% | 0.01% | $58,000 |
| NORTHERN TRUST CORP | 0.16% | 23,460 | -6.6% | 0% | $54,427 |
| STATE STREET CORP | 0.15% | 22,710 | 0% | 0% | $52,687 |
| Brookfield Corp /ON/ | 0.13% | 19,681 | 0% | 0% | $45,660 |
| GOLDMAN SACHS GROUP INC | 0.12% | 17,870 | +3.1% | 0% | $41,458 |
| National Philanthropic Trust | 0.1% | 15,491 | -48% | 0% | $35,939 |
| Crewe Advisors LLC | 0.06% | 9,000 | +38% | 0% | $20,880 |
| Vanguard Global Advisers, LLC | 0.03% | 3,940 | 0% | 0% | $9,141 |
| Tower Research Capital LLC (TRC) | 0.03% | 3,756 | +7891% | 0% | $8,714 |
| JPMORGAN CHASE & CO | 0.02% | 2,986 | -0.37% | 0% | $7,465 |
| UBS Group AG | 0.01% | 1,143 | +3982% | 0% | $2,652 |
| BARCLAYS PLC | 0% | 100 | +30% | 0% | $232 |
| MORGAN STANLEY | 0% | 33 | -95% | 0% | $76 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0% | 32 | 0% | 0% | $74 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Headline period
Q2 2026
Rows shown
1-4 of 4