Across its top 20 institutional holders, XERS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 38/100).
Quarterly Activity
Recent Activity
+$460.5M
Total Buy Value
$214.0M
Total Sell Value
New buy41
Trim56
Add100
Sold out33
141
Net Buyers
89
Net Sellers
Smart Money Convergence
XERS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
8
Filings (90d)
$2.11M
Total Est. Value
281K shares
Planned Shares
Last Filed 2026-07-07
Filer
Title/Relationship
Filing Date
Planned Shares
Est. Value
STEVEN PIEPER
Officer
2026-07-07
28K shares
$231K
STEVEN PIEPER
Officer
2026-07-06
17K shares
$144K
KEVIN MCCULLOCH
Officer
2026-07-01
120K shares
$950K
BETH HECHT
Officer
2026-07-01
50K shares
$396K
BORMANN-KENNEDY BARBARA-JEAN ANNE
Director
2026-06-04
16K shares
$94K
HALKUFF DAWN
Director
2026-06-04
20K shares
$118K
JOHNSON JOHN
Director
2026-06-04
15K shares
$88K
PERSKY MARLA
Director
2026-06-03
16K shares
$93K
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
2
Filings (14d)
Data as of 2026-07-17
2026-07-17
Xeris Biopharma filed an 8-K reporting unregistered sales of equity securities, but no details about the shares or terms are provided. The disclosure simply cross-references Item 8.01, which contains no additional information. This is a minimal filing with no specifics.
Xeris Biopharma expanded its board from seven to eight members, appointing Dr. Nerissa Kreher, a seasoned biotech executive with a background as chief medical officer at several companies. CEO John Shannon was named board chair, and Marla S. Persky was designated lead independent director. Dr. Kreher received an initial stock and option award valued at approximately $450,000.
Who are the top institutional investors holding XERIS BIOPHARMA HOLDINGS INC (XERS)?
Major stakeholders currently include BlackRock, Inc. ($75.1M), D. E. Shaw & Co., Inc. ($45.2M), State Street CORP ($27.0M). Based on the latest 13F filings, there are a total of 230 tracked investment funds and institutions maintaining positions in XERS.
What is the overall institutional sentiment toward XERS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $239.0M, driven by 141 managers accumulating shares while 89 reduced their exposure.
Which institutions have been selling or reducing their XERS positions?
In the latest period, 56 funds trimmed their holdings, and 33 managers completely exited their positions. The aggregate reported sell value was $214.0M.
Are there any notable investors adding XERS to their portfolios?
Yes, buying activity remains notable. 41 institutions opened new positions in {ticker}, and 100 existing holders added to their shares. The total reported buy value for the quarter amounted to $460.5M.
Related Stocks
Trending Institutional Adds
The most-added stocks by 13F institutions this quarter