Y-Intercept (HK)’s Xeris Biopharma Holdings XERS Stock Holding History

Y-Intercept (HK)’s Portfolio XERS Stock Details XERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.45M	Sell	256,795 -154,551	-38%	-$1.31M	0.05%	522
2026 Q2	$3.26M	Buy	411,346 +249,553	+154%	+$1.59M	0.06%	449
2026 Q1	$938K	Buy	161,793 +71,148	+78%	+$472K	0.02%	1064
2025 Q4	$712K	Buy	90,645 +8,464	+10%	+$66.6K	0.02%	1117
2025 Q3	$669K	Sell	82,181 -254,033	-76%	-$1.69M	0.02%	1155
2025 Q2	$1.57M	Buy	336,214 +291,696	+655%	+$1.34M	0.04%	715
2025 Q1	$244K	Buy	+44,518	New	+$180K	0.02%	975

Other funds holding XERS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK)'s XERS Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Xeris Biopharma Holdings (XERS) stake by 38% in Q3 2026, selling an estimated $1.31M and leaving 256,795 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #522.

Y-Intercept (HK) first reported a position in XERS in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.26M in Q2 2026. 74 funds tracked by Wall St. Rank hold XERS as of Q3 2026.

Y-Intercept (HK) held 256,795 shares of Xeris Biopharma Holdings worth $2.45M as of Q3 2026.
Y-Intercept (HK) sold 154,551 Xeris Biopharma Holdings shares in Q3 2026, an estimated $1.31M.
Xeris Biopharma Holdings made up 0.05% of Y-Intercept (HK)'s portfolio in Q3 2026, its #522 holding.
Y-Intercept (HK) first reported a position in Xeris Biopharma Holdings in Q1 2025 and has held it in 7 quarters since.
Y-Intercept (HK)'s Xeris Biopharma Holdings position peaked at $3.26M in Q2 2026.
74 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.