Cross-institution positioning
May 15, 2026Reduction leaning. 1 reducing, 1 exited across 2 comparable institutions.
Source: Schedule 13 researchXIFR Institutional Ownership
XPLR Infrastructure, LP
Latest stored close $10.37 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
40/100
4 tracked · 2 comparable
Latest filing
May 15, 2026
Positive breadth
2 positive · 2 negative
Recent close
$10.37
Research confidence
Medium
Institutional Research 21/100 · 0 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 15, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported2
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 40/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 2 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
36/100
Fundamentals
49/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsMaterial company events
Jul 28, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
May 7, 2026Revenue -2.5% YoY; Net income +133.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 52% through its reported 52-week range; +12.1% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Morgan Stanley.
Filed May 15, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 15, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Morgan Stanley
Filed May 15, 2026
Direction locked
BlackRock
Filed Oct 18, 2024
Direction locked
BlackRock
Filed Feb 13, 2024
Direction locked
Fidelity / FMR
Filed Feb 9, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Morgan Stanley
Filed May 15, 2026
BlackRock
Filed Oct 18, 2024
BlackRock
Filed Feb 13, 2024
Fidelity / FMR
Filed Feb 9, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 28, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 7, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 10, 2026 | 8-K | 2.03 | New direct financial obligation | Debt | Filing |
| Apr 7, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Apr 7, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Mar 27, 2026 | 8-K | 2.03, 7.01 | New direct financial obligation; Regulation FD disclosure | Debt | Filing |
| Mar 27, 2026 | S-3 | — | Shelf securities registration | Capital-related | Filing |
| Feb 10, 2026 | 8-K | 1.01, 2.02, 2.03, 9.01 | Material definitive agreement; Results of operations / financial condition; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Dec 19, 2025 | 8-K | 2.03, 7.01 | New direct financial obligation; Regulation FD disclosure | Debt | Filing |
| Nov 21, 2025 | 8-K | 2.03, 9.01 | New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Nov 12, 2025 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$275.0M
Q1 2026
-2.5% YoY 10-Q filed May 7, 2026
Operating income
$-17.0M
Q1 2026
+92.7% YoY 10-Q filed May 7, 2026
Operating margin
-6.2%
Q1 2026
+76.4 pts YoY 10-Q filed May 7, 2026
Net income
$33.0M
Q1 2026
+133.7% YoY 10-Q filed May 7, 2026
Diluted EPS
$0.35
Q1 2026
+133.3% YoY 10-Q filed May 7, 2026
Operating cash flow
$-5.0M
Q1 2026
-105.6% YoY 10-Q filed May 7, 2026
Free cash flow
$-30.0M
Q1 2026
-3,100.0% YoY 10-Q filed May 7, 2026
Cash & equivalents
$943.0M
As of Mar 31, 2026
-38.4% YoY 10-Q filed May 7, 2026
Long-term debt
$6.3B
As of Mar 31, 2026
-2.7% YoY 10-Q filed May 7, 2026
Assets
$19.5B
As of Mar 31, 2026
-8.8% YoY 10-Q filed May 7, 2026
Liabilities
$8.8B
As of Mar 31, 2026
-0.8% YoY 10-Q filed May 7, 2026
Stockholders’ equity
$10.7B
As of Mar 31, 2026
-14.5% YoY 10-Q filed May 7, 2026
Shares outstanding
94.3M
As of Mar 31, 2026
+0.3% YoY 10-Q filed May 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $275.0M | -2.5% |
| Ended Sep 30, 2025 | $315.0M | -1.3% |
| Ended Jun 30, 2025 | $342.0M | -5.0% |
| Ended Mar 31, 2025 | $282.0M | +9.7% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $1.2B | -3.4% |
| Ended Dec 31, 2024 | $1.2B | +14.1% |
| Ended Dec 31, 2023 | $1.1B | +11.2% |
| Ended Dec 31, 2022 | $969.0M | +34.2% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$11.04
View live quote ↗
52-week low
$8.68
Nov 5, 2025
52-week high
$13.25
Jun 2, 2026
Below 52-week high
16.7%
1W return
-9.9%
1M return
-6.0%
3M return
-5.3%
6M return
+7.0%
YTD return
+10.4%
1Y return
+12.1%
30-day volatility
26.2%
90-day volatility
37.9%
1Y max drawdown
-20.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 13 filing(s) · 10 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Morgan Stanley CIK0000895421 | Mar 31, 2026 observed May 15, 2026 filed · 45d Initial Schedule 13G | Initial Schedule 13G | 6.7M | 7.10% | $10.62 | $11.08 | $10.37 |
| BlackRock CIK0002012383 | Sep 30, 2024 quarter end Nov 13, 2024 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 548.3K | $10.37 | |||
| BlackRock CIK0002012383 | Sep 30, 2024 observed Oct 18, 2024 filed · 18d Initial Schedule 13G | Initial Schedule 13G | 548.5K | 0.60% | $27.62 | $26.19 | $10.37 |
Explore more institutional activity
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