Root Financial Partners’s Xponential Fitness XPOF Stock Holding History

Root Financial Partners’s Portfolio XPOF Stock Details XPOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19	Closed	-$114	–	3234
2026 Q1	$114	Buy	+19	New	+$137	﹤0.01%	3259

Other funds holding XPOF

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Grizzlyrock Capital Chicago, Illinois $143M AUM 6.82% 1-Year Est. Return

Root Financial Partners's XPOF Position: Q2 2026 in Review

Root Financial Partners sold out of Xponential Fitness (XPOF) in Q2 2026, closing a stake of 19 shares — an estimated $114 sold.

Root Financial Partners first reported a position in XPOF in Q1 2026 and held it in 1 quarter. The position peaked at $114 in Q1 2026. 117 funds tracked by Wall St. Rank hold XPOF as of Q2 2026.

Root Financial Partners reported no remaining Xponential Fitness position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 19 Xponential Fitness shares in Q2 2026, an estimated $114.
Root Financial Partners first reported a position in Xponential Fitness in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Xponential Fitness position peaked at $114 in Q1 2026.
117 funds tracked by Wall St. Rank held Xponential Fitness as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.