WAVEMAN · COMPANY

XPOF · Xponential Fitness, Inc.

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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XPOF

Name: Xponential Fitness, Inc. (XPOF) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Xponential Fitness, Inc.

RESTAURANTS & LEISURE · SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION · CIK 0001802156

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

$687.6K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

-1.7%

XBRL, annual

NET MARGIN

-12.3%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$687.6K over 180 days

+$687.6K of it by a 10%+ holder

more than 86% of Restaurants & Leisure

CONGRESS

no member of Congress has reported trading it

FUNDS

68 funds added or opened last quarter

below 67% of Restaurants & Leisure

REVENUE

-1.7% year over year

below 77% of Restaurants & Leisure

MARGIN

-12.3% net margin

below 76% of Restaurants & Leisure

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

68 funds added or opened positions in the latest 13F quarter, of 119 holders.

Fund 1 Investments, LLC disclosed a 5%+ stake (9.9%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -40.7%

-40.7%12M

INSIDER BUY13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $687.6K bought by insiders over 180 days, 68 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

BROS TKO DKNG CMG SG ACEL H QSR RSI BUKS LYV CVEO

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Xponential Fitness, Inc. insiders bought a net $687.6K of stock across 90 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Cocke Travis W.

—

BUY

2026-05-20

5,002.0

$27.5K

Cocke Travis W.

—

BUY

2026-05-20

12,074.0

$66.4K

Cocke Travis W.

—

BUY

2026-05-20

12,073.0

$66.4K

Cocke Travis W.

—

BUY

2026-05-19

23,599.0

$109.5K

Cocke Travis W.

—

BUY

2026-05-19

4,889.0

$23.3K

90 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 85 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Voss Capital, LP

6,795,956.0 sh

$47.0M

Shay Capital LLC

2,694,483.0 sh

$18.6M

BlackRock, Inc.

2,436,664.0 sh

$16.9M

D. E. Shaw & Co., Inc.

1,954,304.0 sh

$13.5M

Fund 1 Investments, LLC

1,808,068.0 sh

$12.5M

5%+ owners

13D = intent to influence · 13G = passive

Fund 1 Investments, LLC

ACTIVIST 13D · 2026-08-25

9.9%

Voss Value Master Fund, LP

ACTIVIST 13D · 2026-03-04

2.0%

Voss Value-Oriented Special Situations Fund, LP

ACTIVIST 13D · 2026-03-04

0.4%

Voss Advisors GP, LLC

ACTIVIST 13D · 2026-03-04

2.4%

Voss Capital, LP

ACTIVIST 13D · 2026-03-04

18.2%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Philotimo Focused Growth & Income

$3.1M POSITION · AS OF 2026-03-31

2.7%

Janus Henderson Small Cap Growth Alpha ETF

$1.6M POSITION · AS OF 2026-04-30

0.5%

Ultra-Small Company Market Fund

$210.7K POSITION · AS OF 2026-03-31

0.2%

KraneShares Man Buyout Beta Index ETF

$19.2K POSITION · AS OF 2026-03-31

0.2%

TIFF MULTI-ASSET FUND

$640.4K POSITION · AS OF 2026-03-31

0.0%

WisdomTree U.S. SmallCap Fund

$130.1K POSITION · AS OF 2026-03-31

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$314.9M	$320.3M	$317.9M	$243.2M
OPERATING INCOME	$19.8M	$-53.6M	$34.9M	$13.3M
NET INCOME	$-38.7M	$-67.7M	$-4.0M	$1.2M
EPS (DILUTED)	-1.47	-2.27	-0.52	-0.88
OPERATING CASH FLOW	$28.3M	$11.7M	$32.7M	$52.1M
LONG-TERM DEBT	$500.5M	$341.7M	$319.3M	$133.0M
BUYBACKS	$0	$0	$50.4M	$0

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE