Xponential Fitness (XPOF) reported second-quarter 2026 revenue of $66.0 million, down 13% from the prior-year period, and a net loss of $4.8 million, or a loss of $0.10 per basic share, for the quarter ended June 30, 2026.
The company said North America system-wide sales were flat at $437.3 million, opened 67 gross new studios and sold 53 franchise licenses. Xponential also revised its full-year 2026 outlook, including revenue of $250.0 million to $260.0 million.
- Franchise revenue was $44.0 million, down 3% year over year.
- Equipment revenue was $7.1 million, down 26% year over year.
- North America same store sales decreased 6.8%.
- Adjusted EBITDA was $21.9 million, compared with $28.1 million a year earlier.
- Full-year 2026 outlook includes about 150 net new studio openings and North America system-wide sales of $1.70 billion to $1.75 billion.
$XPOF Insider Trading Activity
$XPOF insiders have traded $XPOF stock on the open market 21 times in the past 6 months. Of those trades, 21 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $XPOF stock by insiders over the last 6 months:
- CAPITAL, LP VOSS has made 21 purchases buying 200,005 shares for an estimated $963,887 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$XPOF Hedge Fund Activity
We have seen 45 institutional investors add shares of $XPOF stock to their portfolio, and 54 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITIZENS BUSINESS BANK removed 2,000,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $13,840,000
- SHAY CAPITAL LLC added 1,058,651 shares (+7057.7%) to their portfolio in Q1 2026, for an estimated $6,373,079
- MARSHALL WACE, LLP removed 862,695 shares (-95.9%) from their portfolio in Q1 2026, for an estimated $5,193,423
- KANEN WEALTH MANAGEMENT LLC added 685,149 shares (+426.2%) to their portfolio in Q1 2026, for an estimated $4,124,596
- NOMURA HOLDINGS INC removed 600,957 shares (-52.2%) from their portfolio in Q1 2026, for an estimated $3,617,761
- MORGAN STANLEY removed 531,725 shares (-75.8%) from their portfolio in Q1 2026, for an estimated $3,200,984
- HUDSON BAY CAPITAL MANAGEMENT LP added 500,000 shares (+66.7%) to their portfolio in Q1 2026, for an estimated $3,010,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
