XERS at a glance
Xeris Biopharma Holdings, Inc. (XERS, SEC CIK 1867096) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Xeris Biopharma Holdings, Inc. (XERS) reported revenue of $291.8 million (up 43.7% from FY2024) and net income of $554,000. Diluted EPS was $0.00.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Xeris Biopharma Holdings, Inc. (XERS) shares worth $419.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Pieper Steven on October 1, 2026 of 5,000 shares at $9.41 per share.
- In the last 90 days, XERS insiders reported 0 open-market purchases ($0) and 10 open-market sales ($1.2M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $291.8M
- +43.7% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$1.2M
- 13F holders
- 29 funds
- $419.2M · +1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Commercial-stage biopharma focused on therapies for chronic endocrine and neurological diseases in the U.S., with three commercial products: Recorlev, Gvoke, Keveyis
- Phase 3-ready XP-8121: once-weekly subcutaneous levothyroxine injection leveraging proprietary XeriSol tech, planned Phase 3 start in 2026
- Strategic emphasis on pipeline leveraging proprietary non-aqueous formulation tech (XeriSol/XeriJect) for improved drug delivery and new licensing partnerships
- Patent protection for key products: Recorlev (orphan drug exclusivity through 2028, patents to 2040), Gvoke patents to 2036; Keveyis lost orphan exclusivity in 2022, facing generic competition
- Noteworthy: Positive Phase 2 data for XP-8121 with 72% patient preference for weekly injection; FDA agreed on single non-inferiority Phase 3 trial design
Risk Factors
- Risk of SBA PPP Loan audit/enforcement under CARES Act until May 2026, potentially diverting management resources and incurring costs
- Geopolitical and macroeconomic risks impairing capital access due to inflation, interest rates, bank failures, and financial market volatility
- Supply chain and inventory risks with potential product returns exceeding reserves, reliant on third-party data accuracy for return estimates
- Competitive threats to Recorlev from Corcept Therapeutics' Korlym, Recordati's Signifor LAR and Isturisa, and potential ketoconazole approval in US
- Financial risk from $200M term loans and $33.6M 8.00% Convertible Notes secured by company assets, with restrictive covenants limiting operations
Management Discussion & Analysis
- Financing cash inflow $11.4M in 2025 vs $36.2M in 2024; driven by $20.7M stock awards and $10.9M stock repurchases
- Investing cash outflow $696K in 2025 vs inflow $4.9M in 2024 due to fewer short-term investment purchases
AI summary of the XERS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Investing cash used $534 thousand vs $292 thousand YoY, reflecting higher capital expenditures
- Financing cash used $6.9 million vs $2.2 million YoY
- Stock withheld-tax repurchases $17.2 million, offset by $10.3 million equity proceeds
Risk Factors
- No material risk-factor changes since the December 31, 2025 Form 10-K
- Carried-forward risks may materially affect business, consolidated financial statements, results, and cash flows
- Additional unknown or currently immaterial risks could impair business operations
AI summary of the XERS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- XP-8121 program overview publicly furnished under Regulation FD on September 9, 2026
- Exhibit 99.2 contains the substantive program details and is incorporated into the filing
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 operating results and business highlights released for periods ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the substantive financial and operating details
Item 8.01: Other Events
- $23M of 8.00% convertible notes exchanged for approximately 5.0M shares and $23M cash
- $10.5M of notes separately converted into approximately 3.6M shares
AI summaries of XERS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for XERS
Don't miss the next XERS filing
- Alerts as it files. A push when XERS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut XERS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pieper Steven | Sell | Oct 1, 2026 | 5,000 | $9.41 |
| Hecht Beth | Sell | Oct 1, 2026 | 16,666 | $9.41 |
| McCulloch Kevin | Sell | Oct 1, 2026 | 15,000 | $9.41 |
| McCulloch Kevin | Sell | Sep 28, 2026 | 25,000 | $10.00 |
| McCulloch Kevin | Sell | Sep 1, 2026 | 15,000 | $8.49 |
| Hecht Beth | Sell | Sep 1, 2026 | 16,666 | $8.49 |
| Pieper Steven | Sell | Sep 1, 2026 | 5,000 | $8.50 |
| Pieper Steven | Sell | Aug 12, 2026 | 5,000 | $8.50 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $203.1M | $291.8M |
| Operating Income | -$44.0M | -$33.6M | $24.9M |
| Net Income | -$62.3M | -$54.8M | $554K |
| Op. Margin | - | -16.6% | 8.5% |
| Net Margin | - | -27.0% | 0.2% |
| Balance Sheet | |||
| Total Assets | $322.6M | $323.1M | $383.5M |
| Equity | -$6.8M | -$29.6M | $13.7M |
| ROE | 917.9% | 185.2% | 4.0% |
| Per Share | |||
| EPS | $-0.45 | $-0.37 | $0.00 |
| Cash Flow | |||
| Operating CF | -$47.0M | -$37.0M | $28.6M |
Source: XBRL data in Xeris Biopharma Holdings, Inc. (XERS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate XERS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $419.2M |
| Q1 2026 | 28 | $295.5M |
| Q4 2025 | 25 | $392.2M |
| Q3 2025 | 26 | $407.6M |
| Q2 2025 | 26 | $231.0M |
| Q1 2025 | 23 | $207.4M |
| Q4 2024 | 17 | $69.4M |
| Q3 2024 | 13 | $29.4M |
- BlackRock+1.58M (+12%)
- Bank of America Corp+522.7K (+60%)
- JPMorgan Chase & Co+445.6K (+73%)
- Vanguard Capital Management LLC+359.3K (+5%)
- State Street Corp+163.4K (+4%)
- Millennium Management−2.13M (-94%)
- Renaissance Technologies LLC−385.5K (-85%)
- Morgan Stanley−235.6K (-9%)
- Vanguard Portfolio Management LLC−39.4K (-1%)
- Two Sigma Investments−38.7K (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
XERS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis |
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XERS SEC filings: frequently asked questions
Are XERS insiders buying or selling?
In the last 90 days, Xeris Biopharma Holdings, Inc. (XERS) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $1.2 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold XERS stock?
As of June 30, 2026, the largest Xeris Biopharma Holdings, Inc. (XERS) holders among the 13F filers tracked by SignalX were BlackRock ($115.0 million), D.E. Shaw & Co ($61.8 million), Vanguard Capital Management LLC ($58.1 million), State Street Corp ($38.2 million), Vanguard Portfolio Management LLC ($20.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was XERS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Xeris Biopharma Holdings, Inc. (XERS) reported revenue of $291.8 million (up 43.7% from FY2024) and net income of $554,000. Diluted EPS was $0.00. The figures come from the XBRL data in the 10-K.
What are the main risks in XERS's latest 10-K?
In the 10-K filed March 2, 2026, Xeris Biopharma Holdings, Inc. (XERS) flagged: Risk of SBA PPP Loan audit/enforcement under CARES Act until May 2026, potentially diverting management resources and incurring costs. Geopolitical and macroeconomic risks impairing capital access due to inflation, interest rates, bank failures, and financial market volatility. (AI summary of the Risk Factors section.)
What did XERS report in its latest 8-K?
Xeris Biopharma Holdings, Inc. (XERS) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). XP-8121 program overview publicly furnished under Regulation FD on September 9, 2026.
What are the latest XERS SEC filings?
Xeris Biopharma Holdings, Inc. (XERS) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 2, 2026.
What is XERS's SEC CIK number?
Xeris Biopharma Holdings, Inc. (XERS)'s SEC Central Index Key (CIK) is 1867096. EDGAR lists every XERS filing under that number.
Ask anything about XERS
The research agent reads XERS's filings, financials, insider trades and 13F holders, then answers with sources.