XPOF Xponential Fitness, Inc. Insider Trading

10% Owner Voss Capital buys 200,005 shares in 21 transactions for $963,887.07 at XPOF

Voss Capital, a 10% owner of Xponential Fitness, executed 21 separate purchases totaling 200,005 shares for $963,887.07 over two days (May 19–20, 2026) at prices ranging from $4.64 to $5.50, with a blended average price of $4.82. The stock currently trades at $5.58, up modestly from the transaction prices, but sits -49.9% from its 52-week high of $11.14 and has declined -20.1% over 30 days and -32.7% over 90 days, indicating a sustained downtrend. The company's fundamentals are deteriorating: latest-quarter revenue is $2.2M with a net loss of $-725.0K, annual revenue declined -20.7% year-over-year, and the company was unprofitable in its most recent full fiscal year. Voss Capital's cross-ticker track record shows 20 prior buys with a 90-day win rate of only 15.00% and average 90-day returns of -36.4%, suggesting the insider's historical timing on open-market purchases has been poor across holdings. This substantial accumulation at depressed price levels against a backdrop of poor stock momentum, negative earnings, and declining revenue suggests either a forced liquidity need, a structural reposition, or conviction despite macro headwinds—but the track record offers limited comfort on execution quality.

Director HAASE BRUCE N purchases 70,000 XPOF shares at $7.67; holdings nearly triple to 95,937 shares

HAASE BRUCE N purchased 70,000 shares at $7.67, increasing his position by 269.9% to a total of 95,937 shares. This substantial buy occurs when the stock trades 53.9% below its 52-week high of $18.47 and has declined 19.9% over the prior 30 days. The company reported quarterly revenue of $2.7M and net income of $969.0K, though it was unprofitable on a full-year basis despite 4.4% annual revenue growth. The timing and scale of this insider accumulation at a depressed price point relative to recent highs warrants investor attention, particularly given the company's mixed profitability profile and volatile recent price action.

Director Mark Grabowski sells 2,595,598 shares (2.60M) for $39,842,429.30 at $15.35 at XPOF; reduces stake by 31.6%

Director Mark Grabowski executed two separate sales totaling 2,595,598 shares for $39,842,429.30 at a blended average price of $15.35 on 2024-11-21, reducing his holdings from 8,207,660 shares to 5,612,062 shares (a -31.6% reduction). The transaction price of $15.35 is notably higher than the current price of $14.94, but closer to the 52-week high of $18.41, occurring within a 30-day rallying period (+13.8%) after a recent 52-week decline (-18.8% from high). The company remains unprofitable with net income of $-11,999,000.00 over its latest fiscal year, despite modest revenue growth of 4.5% annually. Grabowski's prior cross-ticker trading history shows poor timing—his single prior buy resulted in a 90-day return of -39.2%—which provides no positive precedent for his judgment on market direction at this stock.