XPELNasdaqCoating, Engraving & Allied ServicesFiscal year ends December 31
XPEL, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$44.13+0.32 (+0.73%)
Close on Oct 19, 2026
- Market cap
- $1.22B
- P/E (TTM)
- 22.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.0%
23M of 28M shares
Institutional holders
210
32 new, 25 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,906,962 | – | 13G (passive) amendment | Sep 30, 2024 |
| Wasatch Advisors LP | 3,431,038 | 12.40% | 13G (passive) amendment | Sep 30, 2026 |
| Alta Fox Opportunities Fund, LP | 1,924,258 | 7.00% | 13G (passive) amendment | Nov 20, 2025 |
| Alta Fox GenPar, LP | 1,438,831 | 5.20% | 13G (passive) | Nov 20, 2025 |
| Richard K. Crumly | 1,410,493 | 5.10% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XPEL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,833,547 | 13.90% | $190.14M | +134,294 | 0.00% |
| Wasatch Advisors LP | 3,650,489 | 13.24% | $181.06M | −194,085 | 1.18% |
| Alta Fox Capital Management, LLC | 1,989,758 | 7.22% | $98.69M | +65,500 | 19.85% |
| SCS Capital Management LLC | 1,241,540 | 4.50% | $61.58M | – | 0.58% |
| Vanguard Capital Management LLC | 1,051,124 | 3.81% | $52.14M | +6,311 | 0.00% |
| State Street Corp | 971,187 | 3.52% | $48.17M | +44,462 | 0.00% |
| Schwartz Investment Counsel Inc | 822,824 | 2.98% | $40.81M | −2,015 | 1.35% |
| Westwood Holdings Group Inc | 810,906 | 2.94% | $40.22M | +5,360 | 0.30% |
| Geode Capital Management, LLC | 656,280 | 2.38% | $32.56M | +36,977 | 0.00% |
| Vanguard Portfolio Management LLC | 542,278 | 1.97% | $26.90M | +54,251 | 0.00% |
| Dimensional Fund Advisors LP | 487,800 | 1.77% | $24.19M | +15,157 | 0.00% |
| Divisadero Street Capital Management, LP | 328,665 | 1.19% | $16.30M | −391,760 | 0.37% |
| Mawer Investment Management Ltd. | 310,200 | 1.13% | $15.39M | New | 0.10% |
| William Blair Investment Management, LLC | 307,175 | 1.11% | $15.24M | New | 0.05% |
| Morgan Stanley | 286,388 | 1.04% | $14.20M | +35,031 | 0.00% |
| Crawford Fund Management, LLC | 270,751 | 0.98% | $13.43M | −61,300 | 2.06% |
| Northern Trust Corp | 269,939 | 0.98% | $13.39M | +17,558 | 0.00% |
| Charles Schwab Investment Management Inc | 239,659 | 0.87% | $11.89M | +6,982 | 0.00% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 232,313 | 0.84% | $11.52M | +34,438 | 0.03% |
| Polar Asset Management Partners Inc. | 211,000 | 0.77% | $10.47M | +89,000 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 210 | 23M | 85.0% | 32 / 76 | 67 / 25 | 2M | 1M |
| Q1 2026 | 209 | 23M | 82.1% | 37 / 73 | 60 / 24 | 4M | 1M |
| Q4 2025 | 199 | 21M | 77.5% | 40 / 73 | 57 / 27 | 4M | 2M |
| Q3 2025 | 189 | 20M | 72.9% | 38 / 74 | 43 / 28 | 2M | 2M |
| Q2 2025 | 179 | 20M | 73.3% | 40 / 63 | 47 / 27 | 2M | 3M |
| Q1 2025 | 167 | 21M | 76.2% | 25 / 63 | 50 / 28 | 3M | 1M |
| Q4 2024 | 172 | 21M | 76.5% | 19 / 64 | 57 / 24 | 1M | 1M |
| Q3 2024 | 182 | 21M | 75.6% | 39 / 66 | 48 / 22 | 7M | 2M |
| Q2 2024 | 168 | 20M | 71.1% | 28 / 73 | 52 / 42 | 2M | 2M |
| Q1 2024 | 184 | 20M | 71.0% | 28 / 59 | 61 / 30 | 2M | 1M |
| Q4 2023 | 186 | 18M | 66.7% | 40 / 61 | 57 / 36 | 3M | 3M |
| Q3 2023 | 185 | 19M | 67.3% | 29 / 74 | 50 / 24 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of XPEL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,511,368 | 5.48% | $74.96M | 0.07% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 1,065,713 | 3.87% | $52.86M | 1.77% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 739,127 | 2.68% | $36.66M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 658,028 | 2.39% | $32.64M | 0.04% | Jun 30, 2026 |
| Ave Maria Growth Fund | 485,000 | 1.76% | $24.06M | 1.90% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 466,170 | 1.69% | $23.12M | 1.96% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 353,495 | 1.28% | $17.53M | 2.60% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 288,428 | 1.05% | $14.31M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 279,855 | 1.02% | $12.42M | 0.04% | Jul 31, 2026 |
| Ave Maria Value Fund | 279,455 | 1.01% | $13.86M | 2.58% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 236,584 | 0.86% | $11.73M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 230,183 | 0.83% | $11.42M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 224,733 | 0.82% | $11.15M | 0.14% | Jun 30, 2026 |
| Westwood Quality Smallcap Fund | 210,453 | 0.76% | $9.34M | 1.07% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 172,477 | 0.63% | $7.65M | 0.20% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ryan Pape | President and CEO, Director | 1,085,281 | 3.94% | Jun 23, 2026 |
| Barry Wood | Senior Vice President/CFO | 31,537 | 0.11% | Jun 23, 2026 |
| John F. North | Director | 10,716 | 0.04% | Sep 11, 2026 |
| Stacy L. Bogart | Director | 8,907 | 0.03% | Sep 11, 2026 |
| Mark Andrew Thornton | Director | – | – | Jul 31, 2026 |
| Mike Klonne | Director | 49,256 | 0.18% | Jun 18, 2026 |
| Richard K. Crumly | Director | 21,366 | 0.08% | Jun 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stacy L. Bogart Director | Sep 10, 2026 | Option exercise | +441 | – | – | 8,907 |
| John F. North Director | Sep 10, 2026 | Option exercise | +441 | – | – | 10,716 |
| Ryan Pape President and CEO, Director | Jun 19, 2026 | Tax withholding | −485 | $45.45 | $22.04K | 1,085,281 |
| Ryan Pape President and CEO, Director | Jun 19, 2026 | Award | +3,026 | – | – | 1,088,307 |
| Ryan Pape President and CEO, Director | Jun 19, 2026 | Tax withholding | −737 | $45.45 | $33.50K | 1,087,570 |
| Ryan Pape President and CEO, Director | Jun 19, 2026 | Option exercise | +1,990 | – | – | 1,085,766 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2026 | Award | +968 | – | – | 31,537 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2026 | Tax withholding | −235 | $45.45 | $10.68K | 31,302 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2026 | Tax withholding | −156 | $45.45 | $7.09K | 30,569 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2026 | Option exercise | +637 | – | – | 30,725 |
| Stacy L. Bogart Director | Jun 16, 2026 | Option exercise | +532 | – | – | 8,466 |
| Richard K. Crumly Director | Jun 16, 2026 | Option exercise | +532 | – | – | 5,866 |
| John F. North Director | Jun 16, 2026 | Option exercise | +532 | – | – | 10,275 |
| Mike Klonne Director | Jun 16, 2026 | Option exercise | +532 | – | – | 4,248 |
| Richard K. Crumly Director | Mar 16, 2026 | Option exercise | +532 | – | – | 5,334 |
| John F. North Director | Mar 16, 2026 | Option exercise | +532 | – | – | 9,743 |
| Mike Klonne Director | Mar 16, 2026 | Option exercise | +532 | – | – | 3,716 |
| Stacy L. Bogart Director | Mar 16, 2026 | Option exercise | +532 | – | – | 7,934 |
| Ryan Pape President and CEO, Director | Mar 1, 2026 | Tax withholding | −2,339 | $42.62 | $99.69K | 1,083,776 |
| Ryan Pape President and CEO, Director | Mar 1, 2026 | Option exercise | +9,174 | – | – | 1,086,115 |
| Barry Wood Senior Vice President/CFO | Mar 1, 2026 | Option exercise | +2,446 | – | – | 30,814 |
| Barry Wood Senior Vice President/CFO | Mar 1, 2026 | Tax withholding | −726 | $42.62 | $30.94K | 30,088 |
| Richard K. Crumly Director | Dec 16, 2025 | Option exercise | +532 | – | – | 4,802 |
| John F. North Director | Dec 16, 2025 | Option exercise | +532 | – | – | 9,211 |
| Mike Klonne Director | Dec 16, 2025 | Option exercise | +532 | – | – | 3,184 |
| Stacy L. Bogart Director | Dec 16, 2025 | Option exercise | +532 | – | – | 7,402 |
| Richard K. Crumly Director | Sep 16, 2025 | Option exercise | +532 | – | – | 4,270 |
| John F. North Director | Sep 16, 2025 | Option exercise | +532 | – | – | 8,679 |
| Mike Klonne Director | Sep 16, 2025 | Option exercise | +532 | – | – | 2,652 |
| Stacy L. Bogart Director | Sep 16, 2025 | Option exercise | +532 | – | – | 6,870 |
| Barry Wood Senior Vice President/CFO | Sep 7, 2025 | Tax withholding | −267 | $35.68 | $9.53K | 28,368 |
| Barry Wood Senior Vice President/CFO | Sep 7, 2025 | Option exercise | +1,095 | – | – | 28,635 |
| Ryan Pape President and CEO, Director | Sep 7, 2025 | Tax withholding | −667 | $35.68 | $23.80K | 1,076,941 |
| Ryan Pape President and CEO, Director | Sep 7, 2025 | Option exercise | +2,737 | – | – | 1,077,608 |
| Barry Wood Senior Vice President/CFO | Jul 15, 2025 | Tax withholding | −181 | $35.05 | $6.34K | 27,540 |
| Barry Wood Senior Vice President/CFO | Jul 15, 2025 | Option exercise | +743 | – | – | 27,721 |
| Ryan Pape President and CEO, Director | Jul 15, 2025 | Option exercise | +1,040 | – | – | 1,075,125 |
| Ryan Pape President and CEO, Director | Jul 15, 2025 | Tax withholding | −254 | $35.05 | $8.90K | 1,074,871 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2025 | Option exercise | +637 | – | – | 27,134 |
| Barry Wood Senior Vice President/CFO | Jun 19, 2025 | Tax withholding | −156 | $36.14 | $5.64K | 26,978 |
| Ryan Pape President and CEO, Director | Jun 19, 2025 | Option exercise | +1,991 | – | – | 1,074,571 |
| Ryan Pape President and CEO, Director | Jun 19, 2025 | Tax withholding | −486 | $36.14 | $17.56K | 1,074,085 |
| John F. North Director | Jun 14, 2025 | Option exercise | +530 | – | – | 8,147 |
| Richard K. Crumly Director | Jun 14, 2025 | Option exercise | +530 | – | – | 3,738 |
| Mike Klonne Director | Jun 14, 2025 | Option exercise | +530 | – | – | 2,120 |
| Stacy L. Bogart Director | Jun 14, 2025 | Option exercise | +530 | – | – | 6,338 |
| Mike Klonne Director | May 16, 2025 | Sale | −5,000 | $37.46 | $187.30K | 45,008 |
| John F. North Director | Apr 1, 2025 | Award | +616 | $29.38 | $18.10K | 7,617 |
| Mike Klonne Director | Mar 14, 2025 | Option exercise | +530 | – | – | 1,590 |
| Richard K. Crumly Director | Mar 14, 2025 | Option exercise | +530 | – | – | 3,208 |
| John F. North Director | Mar 14, 2025 | Option exercise | +530 | – | – | 7,001 |
| Stacy L. Bogart Director | Mar 14, 2025 | Option exercise | +530 | – | – | 5,808 |
| Barry Wood Senior Vice President/CFO | Mar 1, 2025 | Tax withholding | −282 | $33.43 | $9.43K | 26,497 |
| Barry Wood Senior Vice President/CFO | Mar 1, 2025 | Option exercise | +951 | – | – | 26,779 |
| Ryan Pape President and CEO, Director | Mar 1, 2025 | Option exercise | +3,566 | – | – | 1,075,629 |
| Ryan Pape President and CEO, Director | Mar 1, 2025 | Tax withholding | −1,058 | $33.43 | $35.37K | 1,074,571 |
| John F. North Director | Jan 1, 2025 | Award | +453 | $39.94 | $18.09K | 6,471 |
| Mike Klonne Director | Dec 14, 2024 | Option exercise | +530 | – | – | 1,060 |
| Richard K. Crumly Director | Dec 14, 2024 | Option exercise | +530 | – | – | 2,678 |
| John F. North Director | Dec 14, 2024 | Option exercise | +530 | – | – | 6,018 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mike Klonne Director | May 16, 2025 | 5,000 | $187.40K | May 16, 2025 | Private Placement |
| Pape Ryan Director, Officer | Dec 2, 2024 | 20,000 | $870.00K | Dec 2, 2024 | Restricted Stock Awards |
| Pape Ryan Director, Officer | Nov 25, 2024 | 20,000 | $914.60K | Nov 25, 2024 | Restricted Stock Awards |
| Barry Wood Officer | Nov 25, 2024 | 1,870 | $85.99K | Nov 25, 2024 | RESTRICTED STOCK |
| Pape Ryan Director, Officer | Nov 19, 2024 | 20,000 | $870.40K | Nov 19, 2024 | Restricted Stock Awards |
| Mike Klonne Director | Nov 14, 2024 | 5,000 | $225.00K | Nov 14, 2024 | Private Placement |
| L. Pape Ryan Officer, Director | Sep 11, 2023 | 1,000 | $75.62K | Sep 11, 2023 | Open Market Purchase |
| L. Pape Ryan Officer, Director | Sep 5, 2023 | 8,000 | $619.25K | Sep 5, 2023 | Open Market Purchase |
| L. Pape Ryan Officer, Director | Aug 28, 2023 | 8,000 | $670.82K | Aug 28, 2023 | Open Market Purchase |
| L. Pape Ryan Officer, Director | Aug 21, 2023 | 8,000 | $664.20K | Aug 21, 2023 | Open Market Purchase |
| Barry Wood Officer | Aug 16, 2023 | 562 | $46.88K | Aug 17, 2023 | Vesting of restricted units |
| Mathieu Moreau Senior Vice President Sales & Product | Aug 16, 2023 | 40,000 | $3.00M | Aug 16, 2023 | Private Placement |
| Mark Adams Former Director | Jul 10, 2023 | 4,343 | $368.93K | Jul 10, 2023 | Founders Shares |
| Mark Adams Former Director | Jul 7, 2023 | 13,144 | $1.11M | Jul 7, 2023 | Founders Shares |
| Mark Adams Former Director | Jul 6, 2023 | 10,100 | $850.43K | Jul 6, 2023 | Founders shares |