XBP Global Holdings Ownership | Who Owns XBP Global Holdings?
XBP Global Holdings Ownership Summary
XBP Global Holdings is owned by 49.75% institutional investors, 30.14% insiders, and 20.11% retail investors. Gates capital management is the largest institutional shareholder, holding 27.16% of XBP shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.08% of its assets in XBP Global Holdings shares.
XBP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XBP Global Holdings | 49.75% | 30.14% | 20.11% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gates capital management | 3.19M | 27.16% | $14.05M |
| Holdco asset management, lp | 787.14K | 6.70% | $3.46M |
| Cantor fitzgerald, l. p. | 766.87K | 6.52% | $3.37M |
| Blackrock funding, inc. /de | 173.85K | 1.48% | $764.96K |
| Allianz asset management gmbh | 168.75K | 1.44% | $742.50K |
| Geode capital management | 127.80K | 1.09% | $562.73K |
| Vanguard fiduciary trust | 57.72K | 0.49% | $253.98K |
| Jefferies financial group | 54.61K | 0.46% | $240.28K |
| Northern trust | 25.11K | 0.21% | $110.50K |
| Shay capital | 25.00K | 0.21% | $110.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gates capital management | 3.19M | 0.38% | $14.05M |
| Holdco asset management, lp | 787.14K | 0.26% | $3.46M |
| Cantor fitzgerald, l. p. | 766.87K | 0.05% | $3.37M |
| Shay capital | 25.00K | 0.01% | $110.00K |
| Crewe advisors | 6.50K | 0.00% | $28.60K |
| Jefferies financial group | 54.61K | 0.00% | $240.28K |
| Allianz asset management gmbh | 168.75K | 0.00% | $742.50K |
| Vanguard fiduciary trust | 57.72K | 0.00% | $253.98K |
| Brookfield corp /on/ | 19.68K | 0.00% | $86.60K |
| Alpine global management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 57.72K | 0.00% | 57.72K |
| Shay capital | 25.00K | 0.01% | 6.61K |
| Crewe advisors | 6.50K | 0.00% | 6.50K |
| Geode capital management | 127.80K | - | 5.90K |
| Vanguard global advisers | 3.94K | - | 3.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -1.90M |
| Nomura asset management | - | - | -420.59K |
| B. riley financial | - | - | -93.95K |
| Castleknight management lp | - | - | -56.55K |
| Clear harbor asset management | - | - | -51.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 57.72K | 0.00% | 57.72K | $253.98K |
| Crewe advisors | 6.50K | 0.00% | 6.50K | $28.60K |
| Vanguard global advisers | 3.94K | - | 3.94K | $17.34K |
| Tower research capital llc (trc) | 47.00 | - | 47.00 | $207.00 |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -36.00 |
| Royal bank of canada | -96.00 |
| Alpine global management | -21.52K |
| Citadel advisors | -22.26K |
| Clear harbor asset management | -51.91K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 27 | -6.90% | 5,852,530 | -1.16% | 49 | 1.97% | 8 | -27.27% | 7 | -30.00% |
| Mar 31, 2026 | 28 | 3.70% | 5,763,193 | -4.93% | 49 | 17.20% | 11 | 266.67% | 9 | -62.50% |
| Dec 31, 2025 | 1 | -96.88% | 93,951 | -99.87% | - | 0.00% | - | -100.00% | 1 | - |
| Sep 30, 2025 | 31 | 138.46% | 74,260,628 | 1007.08% | 206 | 59.26% | 29 | 383.33% | 1 | -66.67% |
| Jun 30, 2025 | 13 | - | 6,707,821 | -1.81% | 18 | 3.64% | 6 | 20.00% | 3 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 127.38K | 1.08% | - |
| PIMCO Income Instl | 94.69K | 0.67% | - |
| Fidelity Extended Market Index | 61.48K | 0.43% | -115.00 |
| PIMCO GIS Income Institutional USD Acc | 45.88K | 0.39% | - |
| Nomura Fds US High Yield Bond I USD | 420.59K | 0.36% | -11.70K |
| Extended Equity Market Fund B | 23.11K | 0.20% | 1.33K |
| Extended Equity Market Fund E | 23.11K | 0.20% | 1.33K |
| Blackrock Extended Mkt Fund CF | 23.11K | 0.20% | - |
| iShares Micro-Cap ETF | 24.26K | 0.17% | - |
| Fidelity Total Market Index | 23.99K | 0.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2026 | CHADHA PAR | - | Buy | $580.00K |
| Sep 15, 2026 | Avramovic Dejan | Chief Financial Officer | Buy | $25.00K |
| Sep 15, 2026 | Jonovic Andrej | Chief Executive Officer | Buy | $89.14K |
| Sep 15, 2026 | Avenue Global Opportunities Master Fund LP | - | Buy | $204.88K |
| Sep 15, 2026 | Avenue RP Opportunities Fund, L.P. | - | Buy | $920.65K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 6 | - |
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | 1 | - |
XBP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools