Exploring Xeris Biopharma Holdings, Inc. (XERS) Investor Profile: Who’s Buying and Why?

Are you keeping an eye on Xeris Biopharma Holdings, Inc. (XERS) and wondering who's investing and why? In 2024, the company reported a revenue of $146.8 million, marking a 24.5% increase from the previous year, alongside a gross profit of $82.0 million. Understanding the investor landscape can provide critical insights into the company's future prospects, especially as it navigates its financial strategies, including managing operating expenses that totaled $118.2 million in 2024. Dive in to explore the key players and their motivations behind investing in Xeris Biopharma, offering a comprehensive look at what drives investor confidence and strategic decision-making in this dynamic biopharmaceutical company.

Xeris Biopharma Holdings, Inc. (XERS) Who Invests in Xeris Biopharma Holdings, Inc. (XERS) and Why?

Understanding the investor profile of Xeris Biopharma Holdings, Inc. (XERS) involves examining the various types of investors, their motivations, and the strategies they employ. This provides insight into the market's perception of the company and its future prospects.

Key Investor Types:

The investor base of Xeris Biopharma Holdings, Inc. (XERS) is composed of a mix of retail investors, institutional investors, and hedge funds. Each group has different investment horizons, risk tolerances, and objectives.

• Retail Investors: These individual investors often have smaller positions and may be influenced by news, market trends, and online forums. Their investment decisions can be driven by both short-term gains and long-term growth prospects.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large entities that manage significant capital. They typically conduct thorough research and analysis before investing, focusing on long-term value and potential returns.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leveraging and short-selling, to generate higher returns. They often have a shorter investment horizon and are more sensitive to market volatility.

Investment Motivations:

Investors are attracted to Xeris Biopharma Holdings, Inc. (XERS) for several reasons, primarily related to its growth prospects, market position, and potential for innovation. Understanding these motivations is crucial for assessing the long-term viability of the investment.

• Growth Prospects: Xeris Biopharma Holdings, Inc. (XERS)'s focus on developing and commercializing innovative therapies, particularly in endocrinology and other specialty areas, presents significant growth opportunities. Investors are drawn to the potential for increased revenue and market share as these products gain acceptance.
• Market Position: The company's established presence in specific therapeutic areas and its strategic partnerships enhance its market position. This stability and competitive advantage can attract investors looking for reliable returns.
• Innovation: Xeris Biopharma Holdings, Inc. (XERS)'s commitment to research and development and its pipeline of novel drug candidates are key attractions for investors. The potential for breakthrough therapies and technological advancements can drive significant stock appreciation.

Investment Strategies:

The investment strategies employed by Xeris Biopharma Holdings, Inc. (XERS) investors vary depending on their investment goals and risk profiles. These strategies range from long-term holding to short-term trading, reflecting different approaches to maximizing returns.

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, focusing on the company's fundamental strengths and growth potential over several years. This approach involves less frequent trading and is based on the belief that the company's value will increase over time.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from price fluctuations and market volatility. This strategy involves more frequent buying and selling of shares and is often driven by technical analysis and market sentiment.
• Value Investing: Some investors may adopt a value investing approach, identifying Xeris Biopharma Holdings, Inc. (XERS) as an undervalued asset with the potential for significant appreciation. This strategy involves buying shares at a discount to their intrinsic value and holding them until the market recognizes their true worth.

For additional insights into the company's values and objectives, explore Mission Statement, Vision, & Core Values of Xeris Biopharma Holdings, Inc. (XERS).

Xeris Biopharma Holdings, Inc. (XERS) Institutional Ownership and Major Shareholders of Xeris Biopharma Holdings, Inc. (XERS)

Institutional investors and major shareholders play a significant role in shaping a company's stock performance and strategic direction. As of April 2025, 48.73% of Xeris Biopharma Holdings, Inc. (XERS) shares are held by institutional owners.

Top Institutional Investors

Here's a list of the top institutional investors in Xeris Biopharma Holdings, Inc. (XERS) based on recent filings:

• BlackRock, Inc.: Held 10,821,128 shares as of December 31, 2024, representing a 0.811% increase (87,097 shares) during the quarter.
• Vanguard Group Inc.: Held 7,899,063 shares as of December 31, 2024, a 1.722% increase (133,738 shares) during the quarter.
• Geode Capital Management, Llc.: Held 3,351,426 shares as of December 31, 2024, a 0.539% increase (17,956 shares) during the quarter.
• State Street Corp.: Held 3,341,874 shares as of December 31, 2024, a 4.28% increase (137,156 shares) during the quarter.
• Rosalind Advisors, Inc.: Held 3,104,995 shares as of December 31, 2024.
• Morgan Stanley: Held 2,877,516 shares as of December 31, 2024, marking a substantial increase of 523,208 shares.
• Aigh Capital Management Llc.: Held 2,574,846 shares as of December 31, 2024, with an increase of 389,192 shares.
• Renaissance Technologies Llc.: Held 2,098,840 shares as of December 31, 2024, increasing their holdings by 500,120 shares.
• Caxton Corp.: Held 2,015,157 shares as of December 31, 2024, a decrease of 3,098,191 shares.
• Millennium Management Llc.: Held 1,948,552 shares as of December 31, 2024, increasing their holdings by 502,853 shares.

These institutions file reports with the Securities and Exchange Commission (SEC) on form 13-F, as they exercise investment discretion over assets exceeding $100 million. The reports are limited to equity securities and do not include fixed income, real estate or cash equivalents.

Changes in Ownership

Institutional ownership in Xeris Biopharma Holdings, Inc. (XERS) has seen some notable changes recently. Fintel reported a change of 8.05% MRQ in total institutional owners, with 280 total institutional owners, 279 being long only, 0 short only, and 1 long/short. The total institutional shares (long) is 75,011,733, representing 48.73% (excluding 13D/G), which is a change of 1.44 million shares or 1.96% MRQ.

Some specific changes in holdings include:

• Morgan Stanley increased its ownership by 22.22% as of December 31, 2024, with holdings valued at $9,754,779 USD.
• Caxton Corp. decreased its position significantly by -60.59%.
• Millennium Management Llc. increased its stake by 34.783%.

These changes reflect active portfolio management and varying outlooks on Xeris Biopharma Holdings, Inc. (XERS) potential.

Impact of Institutional Investors

Institutional investors can significantly influence a company's stock price through large volume trading and their investment strategies. Their actions can also impact a company's strategy, as these investors often engage with company management and have the power to influence corporate decisions.

For Xeris Biopharma Holdings, Inc. (XERS), increased institutional ownership could provide greater stability and potentially drive up the stock price, as seen with the increase of 129.49% in the share price between April 17, 2024 ($1.78 per share) and April 16, 2025 ($4.08 per share). Conversely, decreased institutional ownership could create downward pressure on the stock price.

The company's performance and growth prospects also play a crucial role in attracting and retaining institutional investors. Xeris Biopharma Holdings, Inc. (XERS) expects to exceed its 2024 financial guidance, with projected total revenue of $203 million. The company anticipates ending 2024 with over $71 million in cash, cash equivalents, and short-term investments, achieving positive cash flow in Q4.

Additionally, here is a general overview of the ownership breakdown:

• Institutional Investors: 62.3%
• Mutual Funds: 22.1%
• Individual Investors: 15.6%

For more insights into Xeris Biopharma Holdings, Inc. (XERS)'s mission, vision, and core values, you can explore: Mission Statement, Vision, & Core Values of Xeris Biopharma Holdings, Inc. (XERS).

Xeris Biopharma Holdings, Inc. (XERS) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Xeris Biopharma Holdings, Inc. (XERS) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing in XERS and why can reveal key factors influencing its stock performance and corporate decisions. Here’s a detailed look at notable investors and their recent activities.

Institutional investors often hold significant stakes in pharmaceutical companies like Xeris Biopharma, influencing the company's stock movements and strategic decisions. Analyzing their investment behaviors—such as buying or selling shares—can provide insights into market sentiment and future growth prospects. Recent moves by these major players can signal important shifts in the company's outlook.

Key aspects of investor influence include:

• Company Decisions: Large investors can impact decisions through board representation or by influencing management's strategic choices.
• Stock Movements: Significant buying or selling activity can lead to price fluctuations, affecting market perception.
• Activism: Some investors may push for specific changes in corporate governance or business strategy to enhance shareholder value.

While specific, real-time data on all investors and their minute-by-minute activities isn't available, examining publicly accessible information on major shareholders and institutional ownership can offer a comprehensive overview.

To gain further insights into [Company Name]'s values and long-term objectives, refer to Mission Statement, Vision, & Core Values of Xeris Biopharma Holdings, Inc. (XERS).

Xeris Biopharma Holdings, Inc. (XERS) Market Impact and Investor Sentiment

Understanding investor sentiment and recent market reactions is crucial for evaluating Xeris Biopharma Holdings, Inc. (XERS). Shifts in major shareholder positions and overall market dynamics can significantly influence the company's stock performance and future outlook. Analyst perspectives provide additional context, helping to interpret these movements and their potential impacts.

The stock market's reaction to changes in ownership or large investor moves can provide insights into the perceived health and prospects of Xeris Biopharma Holdings, Inc. (XERS). For instance, a significant purchase by an institutional investor might signal confidence in the company's strategy or pipeline, often leading to a positive stock reaction. Conversely, a major sell-off could indicate concerns about future performance, potentially triggering a negative market response. Monitoring these reactions helps to gauge market sentiment and anticipate potential volatility.

Here are some factors influencing investor sentiment:

• Clinical Trial Results: Positive data from clinical trials can boost investor confidence, while negative results may lead to sell-offs.
• Regulatory Approvals: FDA approvals for Xeris Biopharma Holdings, Inc. (XERS)'s products are typically a major catalyst for positive sentiment.
• Financial Performance: Revenue growth, profitability, and cash flow are key metrics that drive investor decisions.
• Market Competition: The competitive landscape and Xeris Biopharma Holdings, Inc. (XERS)'s position within it can influence investor perceptions.
• Strategic Partnerships: Collaborations and partnerships can signal strength and potential for future growth.

Analyst perspectives play a vital role in shaping investor understanding of Xeris Biopharma Holdings, Inc. (XERS)'s future. Analysts often provide ratings (e.g., buy, hold, sell), price targets, and detailed reports that assess the company's financial health, growth prospects, and potential risks. These insights can significantly influence investor behavior and market perception.

Recent analyst ratings and price targets can offer a snapshot of current expectations. For example, if several analysts upgrade Xeris Biopharma Holdings, Inc. (XERS) with higher price targets, it may reflect increased confidence in the company's ability to execute its strategy and deliver value. Conversely, downgrades or lowered price targets could signal concerns about potential challenges.

Here's a hypothetical example of how analyst ratings can impact market perception:

In this scenario, positive ratings from Goldman Sachs and JP Morgan could drive positive investor sentiment, potentially leading to a stock price increase. A neutral rating from Citigroup might temper expectations but still provides valuable context.

To gain more insights into Xeris Biopharma Holdings, Inc. (XERS), you might be interested in: Xeris Biopharma Holdings, Inc. (XERS): History, Ownership, Mission, How It Works & Makes Money