XBP XBP Global Holdings, Inc. Common Stock

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

XBP — —
Key stats
About
Industry (SIC)
SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
9,200
List Date
2023-11-30
CIK
0001839530
Next Earnings
2026-11-13
Headquarters
Irving, TX
Homepage
https://www.xbpglobal.com

XBP Global Holdings Inc is a multinational technology and services company that drives intelligent workflows for organizations. Through its proprietary platforms, agentic AI-driven automation, and domain expertise across industries and the public and private sectors, the firm enables its clients to entrust their digital transformations and workflows. The segments of the company are Applied Workflow Automation and Technology. The Applied Workflow Automation segment generates maximum revenue and provides services powered by intelligent, AI-enabled workflows that generate outcomes for client's sy…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'23'24'25'26Avg
Jan---58.83%-2.83%6.48%-18.39%
Feb---13.62%9.62%0.52%-1.16%
Mar--0.98%22.52%-40.78%-5.76%
Apr---38.10%-19.29%-26.46%-27.95%
May--24.43%-14.27%-15.52%-1.79%
Jun--10.76%-12.27%-3.53%-1.68%
Jul---26.98%43.32%21.70%12.68%
Aug---10.71%-43.01%1.72%-17.33%
Sep---10.08%32.95%12.98%11.95%
Oct---2.35%-26.45%-6.37%*-11.72%
Nov0.00%14.00%7.03%--7.01%
Dec-77.78%-0.91%1.90%---25.60%
Total-77.78%-80.19%-30.99%-50.25%-59.80%
* Only 4 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $3.11
SMA 50: $3.02
SMA 200: $3.98
Current: $2.94
EMA 12: $3.01
EMA 26: $3.05
MACD: -0.0449 | Signal: -0.0390
BEARISH
ADX (14): 18.13
RANGE
+DI: 13.53
−DI: 25.26

Momentum Oscillators

RSI (14): 44.72
NEUTRAL
Stoch %K: 22.92
Stoch %D: 20.54
Williams %R: -71.43

Volume & Volatility

BB Upper: $3.40
BB Lower: $2.81
NEUTRAL
OBV: 19,384,836
Vol SMA 20: 7,674
Vol ROC: -85.82%
ATR: $0.21
True Range: $0.10
HV 20: 44.2%
HV 30: 57.6%
HV 60: 71.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-23T00:00:00
AI Analysis

Here is the LLM Stock Analysis Prompt Template:

LLM Stock Analysis: XBP

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers: Recent news headlines highlighting partnerships and global expansion, bullish momentum signals from MACD, and technical support from Bollinger Bands.

Primary Risks: High volatility, potential divergence between technical and news signals, and beta above average risk level.

Investment Thesis:

XBP is a mid-cap stock with a track record of innovation and strategic partnerships. Recent news headlines suggest the company's focus on digital transformation in the public sector may lead to long-term growth opportunities. However, high volatility and mixed technical signals necessitate caution in this analysis.

Recent News Sentiment Impact: Positive sentiment from recent news headlines (4/5) contributes to overall bullish assessment.

Technical Analysis

Trend Direction: Medium-term (1-3 months): Bullish; Short-term (1-4 weeks): Neutral; Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • SMA 20: $2.89
  • SMA 50: $2.83
  • Upper Bollinger Band: $3.13

Momentum Signals:

  • RSI interpretation: Neutral (47.28)
  • MACD signal: Bullish momentum
  • Bollinger Bands position: Squeeze

Volume Analysis: Moderate institutional interest, volume rate of change suggests potential accumulation.

News & Sentiment Analysis

Recent Headlines Summary: XBP's partnerships and global expansion efforts highlighted in recent news headlines (POSITIVE sentiment).

Sentiment Assessment: Aggregate news sentiment: POSITIVE

Catalyst Identification: Upcoming events related to digital transformation initiatives and partnership announcements may drive future price movements.

Market Narrative: News headlines align with medium-term bullish trend direction, supporting overall NEUTRAL assessment.

Risk & Volatility Assessment

Beta Interpretation: Beta above average risk level (1.10), indicating high volatility relative to the market.

Volatility Regime: Current vs historical volatility levels: High (1.04).

Options Market Signals: No options data available for analysis.

Downside Protection: Support levels from SMA 20 and Bollinger Bands, suggesting potential stop-loss placement around $2.64.

Market Context & Positioning

Sector Performance: XBP's sector relative strength vs market: Neutral (0.00).

Institutional Activity: Moderate institutional interest suggests accumulation potential.

Correlation Analysis: Correlation with market: 0.14, indicating low correlation.

Relative Valuation: Position within trading range: Neutral (50%).

Key Levels & Action Items

  • Critical Price Levels: Support from SMA 20 ($2.89), Resistance from Upper Bollinger Band ($3.13)
  • Breakout/Breakdown Levels: Potential breakout above $3.13 or breakdown below $2.64
  • Time-Sensitive Catalysts: Partnership announcements, earnings releases
  • Risk Management: Stop-loss levels around $2.64 and position sizing considerations for risk management.

Note: The analysis above assumes that the data provided is accurate and complete. However, please flag any potential data quality issues or unusual technical readings that may impact the analysis.

Generated

XBP Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.7295
Alpha: -21.77%
Correlation: 0.0968
R-Squared: 0.9%
Stock Volatility: 95.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 249
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

XBP Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

29 filers18,149,959 shares$24.64M value
# Filer Shares Value % of Total % of Float Period
1 LASRY MARC 12,107,907 $9.77M 39.65% — 2025-09-30
2 Gates Capital Management, Inc. 3,193,149 $7.41M 30.06% — 2026-06-30
3 CANTOR FITZGERALD, L. P. 818,119 $1.90M 7.70% — 2026-06-30
4 HoldCo Asset Management, LP 787,141 $1.83M 7.41% — 2026-06-30
5 Vanguard Group Inc Custodian 189,521 $1.29M 5.24% — 2025-12-31
6 BlackRock, Inc. Custodian 176,686 $409.91K 1.66% — 2026-06-30
7 Allianz Asset Management GmbH 168,751 $391.50K 1.59% — 2026-06-30
8 Vanguard Capital Management LLC 127,383 $295.53K 1.20% — 2026-06-30
9 Bank of America Corp Custodian 125,680 $291.58K 1.18% — 2026-06-30
10 Geode Capital Management, LLC Custodian 123,937 $287.77K 1.17% — 2026-06-30
11 BRC Group Holdings, Inc. 73,657 $170.88K 0.69% — 2026-06-30
12 Vanguard Fiduciary Trust Co 58,198 $135.02K 0.55% — 2026-06-30
13 Jefferies Financial Group Inc. 54,609 $126.69K 0.51% — 2026-06-30
14 Shay Capital LLC 25,000 $58.00K 0.24% — 2026-06-30
15 Northern Trust Corp Custodian 23,460 $54.43K 0.22% — 2026-06-30
16 State Street Corp 22,710 $52.69K 0.21% — 2026-06-30
17 Brookfield Corp /ON/ 19,681 $45.66K 0.19% — 2026-06-30
18 Goldman Sachs Group Inc Custodian 17,870 $41.46K 0.17% — 2026-06-30
19 National Philanthropic Trust 15,491 $35.94K 0.15% — 2026-06-30
20 Crewe Advisors LLC 9,000 $20.88K 0.08% — 2026-06-30
21 Vanguard Global Advisers, LLC 3,940 $9.14K 0.04% — 2026-06-30
22 Tower Research Capital LLC (TRC) Custodian 3,756 $8.71K 0.04% — 2026-06-30
23 JPMorgan Chase & Co Custodian 2,986 $7.46K 0.03% — 2026-06-30
24 UBS Group AG Custodian 1,143 $2.65K 0.01% — 2026-06-30
25 Barclays PLC Custodian 100 $232 <0.01% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

XBP Insider Trading (Form 4)

Latest: 2026-09-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-21 Robert Pryor Director Award (A) +55,031 — EDGAR
2026-09-21 Sanjay Srivastava Director Award (A) +66,823 — EDGAR
2026-09-21 Regina Paolillo Director Award (A) +55,031 — EDGAR
2026-09-21 Par Chadha Director Award (A) +70,754 — EDGAR
2026-09-21 James Reynolds Director Award (A) +55,031 — EDGAR
2026-09-17 Dejan Avramovic Chief Financial Officer Buy (P) +8,833 $2.83 $25.0K EDGAR
2026-09-17 Andrej Jonovic Chief Executive Officer Buy (P) +31,500 $2.83 $89.1K EDGAR
2026-09-17 Avenue Global Opportunities GenPar, LLC 10%+ Owner Buy (P) +361,970 $2.83 $1.02M EDGAR
2026-09-17 Par Chadha Director Buy (P) +204,946 $2.83 $580.0K EDGAR
2026-09-17 GL RP Partners, LLC 10%+ Owner Buy (P) +4,748,454 $2.83 $13.44M EDGAR
2024-03-14 CF GROUP MANAGEMENT INC 10%+ Owner Gift (G) −2,150,000 — EDGAR
2023-12-18 CF GROUP MANAGEMENT INC 10%+ Owner Sell (S) −402,704 $11.43 -$4.60M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

XBP Insider Holdings

9 insiders · @ $2.94
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 GL RP Partners, LLC 10%+ Owner 981,807 $2.89M $13.44M 1 2026-09-17
2 Par Chadha Director 301,662 $886.9K $580.0K 2 2026-09-21
3 Andrej Jonovic Chief Executive Officer 244,700 $719.4K $89.1K 1 2026-09-17
4 Avenue Global Opportunities GenPar, LLC 10%+ Owner 218,484 $642.3K $1.02M 1 2026-09-17
5 James Reynolds Director 99,102 $291.4K $0 1 2026-09-21
6 Dejan Avramovic Chief Financial Officer 94,068 $276.6K $25.0K 1 2026-09-17
7 Sanjay Srivastava Director 91,442 $268.8K $0 1 2026-09-21
8 Regina Paolillo Director 75,617 $222.3K $0 1 2026-09-21
9 Robert Pryor Director 75,617 $222.3K $0 1 2026-09-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

XBP Board & Officers

As of SEC filings through Sep 21, 2026

Directors 7

Officers 5

10% owners 18

Changes in the last 10 years (66)
Aug 10, 2026Sriram Ramanathan became Chief Technology Officer
Aug 10, 2026Sandeep Ashok Sapru became President
Oct 6, 2025Howard W Lutnick reported in an SEC filing no longer being a 10% owner
Oct 6, 2025Brandon Lutnick became a 10% owner
Sep 11, 2025Par Chadha no longer listed as a 10% owner in SEC filings
Sep 11, 2025Par Chadha no longer listed as Executive Chairman in SEC filings
Jul 31, 2025Par Chadha first listed as a 10% owner in an SEC filing
Jul 29, 2025Sanjay Srivastava became a director
Jul 29, 2025Robert Pryor became a director
Jul 29, 2025Regina Paolillo became a director
Jul 29, 2025Randal T Klein became a director
Jul 29, 2025Marc Lasry became a 10% owner
Jul 29, 2025Jeffrey L Gates became a 10% owner
Jul 29, 2025Gates Capital Management, L.P. became a 10% owner
Jul 29, 2025Gates Capital Management, Inc. became a 10% owner
Jul 29, 2025Gates Capital Management GP, LLC became a 10% owner
Jul 29, 2025GL RP Partners, LLC became a 10% owner
Jul 29, 2025GL Global Dislocation Opportunities Partners, LLC became a 10% owner
Jul 29, 2025Avenue RP Opportunities Fund, L.P. became a 10% owner
Jul 29, 2025Avenue RP Opportunities Fund GenPar, LLC became a 10% owner
Not reported recently (18)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
2 ETFs hold XBP
2 shown · $489.49K total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VXF Vanguard Extended Market ETF Vanguard 0.00% $410,173 — 2026-09-30
2 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.01% $79,312 $1.2B 2026-10-23
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.