Position in XERS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,709,904
+$341,702 QoQ
Shares Held
215,897
-8.5% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#67
of 238 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XERS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Apella Capital, LLC holds $1,902,253 across 2 Drug Manufacturers - Specialty & Generic names. XERS ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XERS |
Xeris Biopharma Holdings, Inc.
This page
|
215,897 | $1,709,904 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
355 | $192,349 |
All Filings in XERS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,904 | 215,897 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,368,202 | 235,897 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,930,291 | 245,897 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $81,400 | 10,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $46,700 | 10,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $54,900 | 10,000 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||