$XBP

$2.94 +$0.01 (0.34%) Close

$XBP Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 11.9M shares outstanding

Who owns XBP?

By type of holder

Institutions 49.3% Insiders 50.7% Everyone else 0.0%

Concentration Top 10 holders own 1146.9%

Jeffrey L. Gates 268.8% · Gates Capital Management GP, LLC 268.8%

Institutional ownership

49.3%

-0.6 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

−68.6K

by institutions in Q2 2026

New / sold out

0 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Cantor Fitzgerald, L. P. +51.2K
Tower Research Capital LLC (TRC) +3.7K

Biggest sellers in Q2 2026

CastleKnight Management LP SOLD OUT −56.6K
Bank Of America Corp /de/ −32.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for XBP Global Holdings Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2024

+38.4%

+17.63% a year

Each share's claim on the business

−27.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.65M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years25% Under 1 year75%

Quarterly turnover

1.6%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting XBP on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GC Gates Capital Management, Inc. 13D · 27.2%	3.2M	26.88%	Unchanged	Q3 '25	0.2%
Shares held by quarter Peak holding31.9M (Q3'25) Change over 8 quarters+3.2M Share of the company26.880% Disclosed stake13D · 27.2% Gates Capital Management, Inc.'s full portfolio →
CF Cantor Fitzgerald, L. P. 13D · 7.2%	818.1K	6.89%	+51.2K (+6.7%)	2023	0.0%
Shares held by quarter Peak holding6.6M (Q3'25) Change over 8 quarters−5.2M Share of the company6.890% Disclosed stake13D · 7.2% Cantor Fitzgerald, L. P.'s full portfolio →

Gates Capital Management, Inc.

13D · 27.2%

3.2M

% of company

26.88%

Change vs last qtr

Unchanged

Held since

Q3 '25

Cantor Fitzgerald, L. P.

13D · 7.2%

818.1K

% of company

6.89%

Change vs last qtr

+51.2K (+6.7%)

Held since

2023

25 more super investors behind a free account

See every manager holding XBP Global Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting XBP on Form N-PORT; together they hold 3.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$296K	127.4K	1.07%	0.00%	June 30, 2026
PI PIMCO Income Fund Pimco Funds	$220K	94.7K	0.80%	0.00%	June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$296K

% of company

1.07%

% of the fund

0.00%

As of

June 30, 2026

PIMCO Income Fund

Pimco Funds

Position value

$220K

% of company

0.80%

% of the fund

0.00%

As of

June 30, 2026

21 more funds behind a free account

See every fund holding XBP Global Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JL Jeffrey L. Gates 5%+ holder 13D · 27.2%	31.9M	268.75%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company268.750% Disclosed stake13D · 27.2% View the 13D/G filing →
GC Gates Capital Management GP, LLC 5%+ holder 13D · 27.2%	31.9M	268.75%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company268.750% Disclosed stake13D · 27.2% View the 13D/G filing →

Jeffrey L. Gates

5%+ holder13D · 27.2%

31.9M

% of company

268.75%

Change vs last qtr

—

Held since

—

Gates Capital Management GP, LLC

5%+ holder13D · 27.2%

31.9M

% of company

268.75%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of XBP Global Holdings Inc.

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