Xeris Biopharma Holdings Ownership

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

Recent Insider Transactions

NasdaqGS:XERS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Aug 24	BuyUS$10,147	John Schmid	Individual	4,515	US$2.25
09 Aug 24	BuyUS$10,134	John Schmid	Individual	4,285	US$2.37
10 May 24	BuyUS$10,314	John Schmid	Individual	5,400	US$1.91
14 Mar 24	BuyUS$9,720	John Schmid	Individual	4,500	US$2.16

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of XERS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	6,601,990	4.43%
Institutions	65,688,554	44.1%
General Public	76,790,917	51.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 7.9%.

Top Shareholders

Top 25 shareholders own 40.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.2%	BlackRock, Inc.	10,734,031	US$36.8m	3.89%	no data
5.21%	The Vanguard Group, Inc.	7,765,325	US$26.6m	1.42%	no data
3.43%	Caxton Associates LP	5,113,348	US$17.5m	0%	0.75%
2.34%	Centerbook Partners LP	3,482,006	US$11.9m	138%	0.71%
2.24%	Geode Capital Management, LLC	3,333,470	US$11.4m	2.87%	no data
2.15%	State Street Global Advisors, Inc.	3,204,718	US$11.0m	-1.65%	no data
2.08%	Rosalind Advisors, Inc.	3,104,995	US$10.7m	-0.49%	6.33%
1.54%	Morgan Stanley, Investment Banking and Brokerage Investments	2,290,063	US$7.9m	47.9%	no data
1.47%	Aigh Capital Management, LLC	2,185,654	US$7.5m	0%	3.21%
1.12%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,669,657	US$5.7m	24.9%	no data
1.09%	Kevin McCulloch	1,628,953	US$5.6m	0%	no data
1.07%	Renaissance Technologies LLC	1,598,720	US$5.5m	18.3%	0.01%
0.97%	Millennium Management LLC	1,445,699	US$5.0m	-14.8%	no data
0.97%	Steven Pieper	1,441,820	US$4.9m	1.37%	no data
0.78%	Paul Edick	1,161,772	US$4.0m	0%	no data
0.78%	Northern Trust Global Investments	1,158,226	US$4.0m	4.61%	no data
0.75%	Walleye Capital LLC	1,121,738	US$3.8m	0%	0.03%
0.72%	AQR Capital Management, LLC	1,066,262	US$3.7m	-10.5%	no data
0.7%	Redmile Group, LLC	1,046,587	US$3.6m	0%	0.21%
0.67%	Bank of America Corporation, Asset Management Arm	1,006,241	US$3.5m	57.5%	no data
0.67%	Knott Partners Management, LLC	1,000,000	US$3.4m	22%	1.17%
0.66%	D. E. Shaw & Co., L.P.	985,015	US$3.4m	90.2%	no data
0.64%	Medical Strategy GmbH, Asset Management Arm	957,877	US$3.3m	0%	0.2%
0.56%	John Johnson	840,983	US$2.9m	0%	no data
0.46%	Goldman Sachs Group, Investment Banking and Securities Investments	688,622	US$2.4m	210%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 05:49
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

Xeris Biopharma Holdings, Inc. is covered by 11 analysts. 6 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
Chase Knickerbocker	Craig-Hallum Capital Group LLC
Robin Garner Kalley	Craig-Hallum Capital Group LLC
Oren Livnat	H.C. Wainwright & Co.