Stocks/XBP

XBP

XBP Global Holdings, Inc.
Technology·Software - Infrastructure
$2.45
$23M market cap
Revenue
$404.1M
Free Cash Flow
$-5.4M
Rev Growth
+0.0%
FCF Margin
-1.3%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

XBP Global Holdings, Inc. is a pan-European integrator of bills, payments, and related solutions and services seeking to enable digital transformation of businesses. It provides business process management solutions with proprietary software suites and deep domain expertise, serving as a technology and services partner for its clients. It operates through the Bills and Payments, and Technology segments. The Bills and Payments segment focuses on optimizing how bills and payments are processed by

2-Year Price History

$2.68-83.6%
$4.0$6.0$8.0$10$12$14$16volMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q1197.1-0.2-15.1-26.8-5.0-6.6-1.128.572.211.8-72.4%-0.0x--
Act2025-Q4207.015.0-2.1-45.34.41.2-2.537.1431.211.8-1.8%0.2x--

Valuation & Metrics

Market Stats

Price$2.45
Market Cap$23M
Enterprise Value$67M
P/S Ratio0.1x
P/FCF--
EV/FCF--
FCF Margin (TTM)-1.3%
FCF Yield-23.2%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$404.1M
Net Income$-72.0M
Free Cash Flow$-5.4M

Revenue Growth (YoY)+0.0%
EBITDA Margin3.7%
Net Margin-17.8%
FCF Margin-1.3%
CapEx % of Revenue0.9%
SBC % of Revenue0.3%
ROIC-37.1%
WC Change % Rev3.7%
Interest Coverage0.1x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover1.0
Change (vs Prior)-35.1%
Need at least 2 settlement dates for chart

Employees

Headcount1,310
Revenue / Employee$308,442
Gross Profit / Employee$45,962

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
95.1%(-53.6% YoY)
21 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
9.5%(-5.0% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Gates Capital Management, Inc.$14.0M$6.81+$0+$14.0M-1.5%$2.90B
HoldCo Asset Management, LP$3.5M$6.81+$0+$3.5M-0.9%$1.34B
CANTOR FITZGERALD, L. P.$3.4M$6.81−$195K+$3.4M-3.0%$2.75B
BlackRock, Inc.Passive$765K$6.76+$14K+$765K-0.2%$5.69T
Allianz Asset Management GmbH$743K$6.81+$0+$743K-0.2%$86.14B
BANK OF AMERICA CORP /DE/$695K$6.81−$0+$695K-0.1%$1.36T
GEODE CAPITAL MANAGEMENT, LLCPassive$563K$6.70+$26K+$563K+2.3%$1.61T
VANGUARD CAPITAL MANAGEMENT LLCPassive$563K$4.40+$563K+$563K$4.04T
B. Riley Financial, Inc.$324K$4.40+$324K+$324K+1.9%$456M
VANGUARD FIDUCIARY TRUST COPassive$254K$4.40+$254K+$254K$395.83B
CastleKnight Management LP$249K$6.81−$197K+$249K+1.2%$2.13B
Jefferies Financial Group Inc.$240K$6.81−$67K+$240K-1.6%$7.90B
National Philanthropic Trust$130K$6.81−$18K+$130K+0.5%$9.26B
NORTHERN TRUST CORPPassive$111K$6.81+$0+$111K-0.2%$755.34B
Shay Capital LLC$110K$6.17+$29K+$110K+0.3%$704M
STATE STREET CORPPassive$100K$6.81+$0+$100K-0.2%$2.89T
Alpine Global Management, LLC$95K$6.81−$57K+$95K+3.1%$566M
BROOKFIELD ASSET MANAGEMENT INC.$87K$6.81−$0+$87K-0.8%$74.23B
GOLDMAN SACHS GROUP INC$76K$6.48+$10K+$76K-0.2%$760.93B
Crewe Advisors LLC$29K$4.40+$29K+$29K+0.4%$1.17B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-1.45%
avg per quarter
Holders (ex-self)
-1.44%
excl. this stock
Buyers (this Q)
+1.74%
7 buyers · $0.00B in
Sellers (this Q)
-1.71%
9 sellers · $0.00B out
alpha coverage: 97% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.9%
how holders react when this stock falls
On quiet Qs
-5.1%
−10% to +10% baseline
On rallies (+10%+)
-12.9%
how they react when this stock rises
Holders' portfolio flow this Q
-2.8%
outflows — trims may be forced
Sellers' portfolio flow this Q
-5.1%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+5.5%
Holder mid (any stock)
-5.1%
Holder rally (any stock)
-12.9%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

01.3M2.7M4.0M5.4M$4.40$5.00$5.61$6.21$6.812025-122026-03
hover the chart for per-quarter detailprice (right axis)
Gates Capital Management, Inc.3.2MCANTOR FITZGERALD, L. P.767KHoldCo Asset Management, LP787KAllianz Asset Management GmbH169KBANK OF AMERICA CORP /DE/158KCastleKnight Management LP57KJefferies Financial Group Inc.55KB. Riley Financial, Inc.74KAlpine Global Management, LLC22KNational Philanthropic Trust30K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (1 analysts)$5.0010410.0%
Last Year (1 analysts)$5.0010410.0%
Current Price$2.45
Analyst Ratings
1
Buy: 1Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$141K
2 txns · 1 insider · 175,000 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$4.43M
1 txn · 1 insider · 6,449,404 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-19BUYKlein Randal Tdirector25,000$2.44$61K$98K
2025-10-06SELLLUTNICK HOWARD W10 percent owner6,449,404$0.69$4.43M$0
2025-08-18BUYKlein Randal Tdirector150,000$0.54$80K$80K

Order Flow (FINRA, ~3w lag)

42.4%retail-0.7pp
7.3%dark-0.6pp
week of 2026-04-13
0%10%20%30%40%50%60%25-1125-1226-0126-0226-0326-0426-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

XBP Global Holdings: The Fresh Start that Spoiled in Two Months

Overall Risk
9/10
Fraud
4/10
Dilution
7/10
Insolvency
8/10
Earnings Overstated
9/10
Hidden Liabilities
6/10
Legal
7/10
Audit Warnings
8/10
Hidden Upside
3/10
Contextually Acceptable
2/10