Who Owns Xponential Fitness Inc-a (XPOF)? 13F Institutional Holders (Q2 2026)

XPOF ranks #4180 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

XPOF is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

XPOF is a top-conviction position for MSD Partners, L.P. — at 14.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in XPOF belongs to Voss Capital, LP, but the position matters far more to MSD Partners, L.P., who has 14.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Shay Capital LLC has added to its XPOF position for two straight quarters, increasing it by $15.0M to reach $18.6M today.

Solel Partners LP has trimmed its XPOF position for two straight quarters, cutting it by $6.9M while still holding $3.4M.

XPOF is down 7.7% today, but institutions show net buying of $42.3M this quarter — a divergence between today's price move and the underlying institutional flow.

XPOF reported a net loss of $42.6M over the trailing twelve months.

• Not yet profitable — net loss of $42.6M over the trailing twelve months
• Revenue declined 9.1% year over year
• Net income improved year over year, from -$56.8M to -$42.6M
• Generated $28.3M in positive operating cash flow
• Current ratio of 0.82x — below the conventional 1.5x liquidity buffer