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Waterfront Wealth’s Xperi XPER Stock Holding History

Waterfront Wealth’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.46M Buy
617,115
+122,168
+25% +$707K 0.63% 44
2025
Q4 		$2.94M Buy
494,947
+38,516
+8% +$242K 0.56% 52
2025
Q3 		$2.96M Buy
456,431
+117,000
+34% +$772K 0.61% 45
2025
Q2 		$2.68M Buy
339,431
+21,843
+7% +$165K 0.6% 44
2025
Q1 		$2.45M Buy
317,588
+20,664
+7% +$181K 0.6% 44
2024
Q4 		$3.05M Sell
296,924
-61,211
-17% -$572K 0.74% 33
2024
Q3 		$3.44M Buy
358,135
+33,070
+10% +$272K 0.84% 28
2024
Q2 		$2.67M Buy
325,065
+103,351
+47% +$977K 0.72% 37
2024
Q1 		$2.18M Buy
221,714
+44,604
+25% +$490K 0.61% 48
2023
Q4 		$1.95M Buy
177,110
+20,636
+13% +$199K 0.58% 44
2023
Q3 		$1.34M Buy
156,474
+43,890
+39% +$519K 0.44% 64
2023
Q2 		$1.4M Buy
112,584
+473
+0.4% +$5.13K 0.42% 66
2023
Q1 		$1.23M Buy
112,111
+25,797
+30% +$269K 0.4% 67
2022
Q4 		$856K Buy
86,314
+68,811
+393% +$787K 0.29% 101
2022
Q3 		$237K Buy
+17,503
New +$429K 0.09% 216

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
I
Immersion Aventura, Florida $145M AUM 17.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waterfront Wealth's XPER Position: Q1 2026 in Review

Waterfront Wealth increased its Xperi (XPER) stake by 25% in Q1 2026, buying an estimated $707K and bringing the position to 617,115 shares worth $3.46M. The position accounts for 0.63% of the portfolio, ranked #44.

Waterfront Wealth first reported a position in XPER in Q3 2022 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold XPER as of Q1 2026.

  • Waterfront Wealth held 617,115 shares of Xperi worth $3.46M as of Q1 2026.
  • Waterfront Wealth bought 122,168 Xperi shares in Q1 2026, an estimated $707K.
  • Xperi made up 0.63% of Waterfront Wealth's portfolio in Q1 2026, its #44 holding.
  • Waterfront Wealth first reported a position in Xperi in Q3 2022 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held Xperi as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.