Xencor Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:XE9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 May 25	Sell€44,901	Nancy Valente	Individual	4,616	€9.73
10 Apr 25	Sell€27,031	Bart Cornelissen	Individual	3,750	€7.21
10 Mar 25	Sell€121,659	John Desjarlais	Individual	9,697	€12.55
10 Mar 25	Sell€72,014	Celia Eckert	Individual	5,740	€12.55
10 Mar 25	Sell€247,358	Bassil Dahiyat	Individual	19,716	€12.55
10 Mar 25	Sell€32,181	Nancy Valente	Individual	2,565	€12.55

Insider Trading Volume

Insider Buying: XE9 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of XE9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	28,937	0.0362%
Individual Insiders	685,965	0.859%
Hedge Funds	6,144,767	7.69%
Institutions	73,022,270	91.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 15.4%.

Top Shareholders

Top 25 shareholders own 93.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.8%	BlackRock, Inc.	11,947,610	€79.6m	-2.08%	no data
13.7%	PRIMECAP Management Company	9,761,012	€65.0m	8.64%	0.06%
11.1%	The Vanguard Group, Inc.	7,898,466	€52.6m	-1.48%	no data
8.63%	EcoR1 Capital, LLC	6,144,767	€40.9m	0%	2.51%
5.52%	T. Rowe Price Group, Inc.	3,930,647	€26.2m	-2.62%	no data
5.18%	State Street Global Advisors, Inc.	3,683,715	€24.5m	15.1%	no data
3.85%	BVF Partners L.P.	2,740,141	€18.3m	19.7%	0.8%
3.45%	TCG Crossover Management, LLC	2,452,138	€16.3m	0%	2.35%
3.38%	RTW Investments, LP	2,402,883	€16.0m	0%	0.27%
2.44%	Dimensional Fund Advisors LP	1,737,388	€11.6m	15.7%	no data
2.35%	Geode Capital Management, LLC	1,674,348	€11.2m	2.41%	no data
2.33%	Braidwell LP	1,655,690	€11.0m	169%	0.63%
1.66%	Point72 Asset Management, L.P.	1,179,253	€7.9m	-45.8%	0.02%
1.58%	UBS Asset Management AG	1,121,942	€7.5m	-7.55%	no data
1.5%	Loomis Sayles & Company, L.P.	1,069,762	€7.1m	-2.07%	0.01%
1.27%	Jacobs Levy Equity Management Inc	904,485	€6.0m	74%	0.03%
1.18%	Woodline Partners LP	843,296	€5.6m	-0.31%	0.04%
1.05%	Johnson & Johnson Innovation - JJDC, Inc.	748,062	€5.0m	0%	1.81%
0.99%	Northern Trust Global Investments	706,632	€4.7m	-5.42%	no data
0.97%	Goldman Sachs Group, Investment Banking and Securities Investments	686,969	€4.6m	113%	no data
0.94%	Baker Bros. Advisors LP	670,431	€4.5m	0%	0.04%
0.9%	Finepoint Capital LP	642,200	€4.3m	-2.7%	0.69%
0.9%	Morgan Stanley, Investment Banking and Brokerage Investments	638,536	€4.3m	46.2%	no data
0.89%	Charles Schwab Investment Management, Inc.	636,656	€4.2m	0.95%	no data
0.86%	Invesco Capital Management LLC	611,515	€4.1m	49.2%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/25 10:19
End of Day Share Price	2025/05/23 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Xencor, Inc. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Peter Lawson	Barclays
Zhiqiang Shu	Berenberg
Alec Stranahan	BofA Global Research