XPOF at a glance
Xponential Fitness, Inc. (XPOF, SEC CIK 1802156) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as August 27, 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), Xponential Fitness, Inc. (XPOF) reported revenue of $314.9 million (down 1.7% from FY2024) and a net loss of $38.7 million. Diluted EPS was -$1.47.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding Xponential Fitness, Inc. (XPOF) shares worth $58.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $314.9M
- −1.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 22 funds
- $58.5M · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Same-store sales declined to (7%) from 2% YoY
- Global system-wide sales $437.3M vs $438.2M YoY
- Global studios 3,165 vs 3,020 YoY; new openings 67 vs 79
- Restructuring charges $0.2M; additional 2026 charges expected at $8.2M–$11.7M
Risk Factors
- Strategic alternatives review initiated April 7, 2026, creating transaction-execution and stock-price volatility risk
- Board and management turnover reduced independent-director capacity, potentially requiring NYSE waivers or committee reconstitution
- Strategic-review uncertainty threatens employee retention, franchisee engagement and operational execution
- Operating performance, franchisee economics, brand concentration and regulatory exposure could reduce transaction valuation
- Additional independent-director departures could disrupt governance, internal controls and strategic decision-making
AI summary of the XPOF 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
- Exhibit 99.1 furnished under Regulation FD, with disclosure not deemed filed under Exchange Act Section 18
- Limited liability and incorporation-by-reference protections for the company and investors reviewing the exhibit
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jennifer Ryu becomes CFO October 19, 2026, succeeding interim CFO Robert Julian, appointed in March 2026
- Ryu brings 25+ years across finance, M&A, accounting and margin improvement, including CFO experience since 2019
Item EX-99.1: Item EX-99.1
- Jennifer Ryu appointed CFO effective October 19, 2026, replacing interim CFO Robert Julian
- Ryu brings more than 25 years’ finance, M&A, accounting, and margin-improvement experience
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Earnings press release furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 13% to $66.0M, while same-store sales declined 6.8% and quarterly AUV dropped to $659,000
- Adjusted EBITDA decreased 22% to $21.9M; net loss reached $4.8M versus $1.3M net income
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders elected Rachel H. Lee and Lily Yang as Class II directors
- Lee received 30,553,443 votes; Yang received 29,922,367 votes
AI summaries of XPOF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for XPOF
Don't miss the next XPOF filing
- Alerts as it files. A push when XPOF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut XPOF, 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 |
|---|---|---|---|---|
| Nuzzo Michael | F | Aug 7, 2026 | 22,221 | $5.03 |
| Lee Rachel H. | A | Jul 1, 2026 | 4,773 | - |
| Parent Haughey Nicole | A | Jul 1, 2026 | 4,158 | - |
| Grabowski Mark | A | Jul 1, 2026 | 4,881 | - |
| Yang Tseli Lily | A | Jul 1, 2026 | 4,411 | - |
| Parent Haughey Nicole | A | Jun 29, 2026 | 15,959 | - |
| Lee Rachel H. | A | Jun 29, 2026 | 15,959 | - |
| Grabowski Mark | A | Jun 29, 2026 | 15,959 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $320.3M | $314.9M |
| Operating Income | - | -$53.6M | $19.8M |
| Net Income | -$903K | -$67.7M | -$38.7M |
| Op. Margin | - | -16.7% | 6.3% |
| Net Margin | - | -21.1% | -12.3% |
| Balance Sheet | |||
| Total Assets | $528.7M | $403.4M | $345.6M |
| Equity | - | -$216.6M | -$269.1M |
| ROE | - | 31.2% | 14.4% |
| Per Share | |||
| EPS | $-0.44 | $-2.27 | $-1.47 |
| Cash Flow | |||
| Operating CF | - | $11.7M | $28.3M |
| CapEx | $7.4M | $4.7M | $3.6M |
Source: XBRL data in Xponential Fitness, Inc. (XPOF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate XPOF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $58.5M |
| Q1 2026 | 21 | $43.1M |
| Q4 2025 | 20 | $67.2M |
| Q3 2025 | 22 | $74.6M |
| Q2 2025 | 21 | $74.8M |
| Q1 2025 | 19 | $66.3M |
| Q4 2024 | 14 | $89.6M |
| Q3 2024 | 12 | $63.6M |
- BlackRock+651.0K (+36%)
- Vanguard Capital Management LLC+291.1K (+25%)
- D.E. Shaw & Co+158.2K (+9%)
- Goldman Sachs Group+112.9K (+43%)
- Vanguard Portfolio Management LLC+88.9K (+33%)
- Morgan Stanley−115.3K (-68%)
- Millennium Management−70.7K (-85%)
- Raymond James Financial−60.6K (-45%)
- AQR Capital Management−41.8K (-45%)
- Renaissance Technologies LLC−29.5K (-46%)
- Invesco Ltd+19.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 151 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
XPOF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 27, 2026 | - | - | - |
| SC 13D | Aug 25, 2026 | - | - | |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Jul 30, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| SC 13G | Jun 1, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Apr 8, 2026 | - | - | - |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
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XPOF SEC filings: frequently asked questions
Which institutions hold XPOF stock?
As of June 30, 2026, the largest Xponential Fitness, Inc. (XPOF) holders among the 13F filers tracked by SignalX were BlackRock ($16.9 million), D.E. Shaw & Co ($13.5 million), Vanguard Capital Management LLC ($10.1 million), State Street Corp ($4.4 million), Goldman Sachs Group ($2.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was XPOF's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Xponential Fitness, Inc. (XPOF) reported revenue of $314.9 million (down 1.7% from FY2024) and a net loss of $38.7 million. Diluted EPS was -$1.47. The figures come from the XBRL data in the 10-K.
What did XPOF report in its latest 8-K?
Xponential Fitness, Inc. (XPOF) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Exhibit 99.1 furnished under Regulation FD, with disclosure not deemed filed under Exchange Act Section 18.
What are the latest XPOF SEC filings?
Xponential Fitness, Inc. (XPOF) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on August 27, 2026.
What is XPOF's SEC CIK number?
Xponential Fitness, Inc. (XPOF)'s SEC Central Index Key (CIK) is 1802156. EDGAR lists every XPOF filing under that number.
Ask anything about XPOF
The research agent reads XPOF's filings, financials, insider trades and 13F holders, then answers with sources.