XMTR Xometry, Inc.
Executive Summary
A mixed institutional cluster in XMTR for Q4 2025 shows three buyers adding $31.1M in new holdings (led by Morgan Stanley doubling its position and Capital International initiating a new stake) while two sellers trimmed $14.8M, led by Dimensional Fund Advisors cutting over half its position. The net $16.3M inflow from active and passive managers suggests divergent views on Xometry's growth trajectory following its strong 2025 run.
Key Financial Metrics
Institutional Positions
Net institutional flow: $16.3M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +132.4% | $29.2M | $17.7M |
| Capital International Investor | NEW | +100% | $11.9M | $11.9M |
| Wells Fargo | ADD | +70.6% | $3.1M | $1.4M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Dimensional Fund Advisors | TRIM | -52.8% | $27.3M | -$13.2M |
| Two Sigma | TRIM | -43.1% | $4.0M | -$1.5M |
Actionable Insight
The divergence between Capital International's new $11.9M entry and Dimensional's $13.2M exit creates uncertainty. Monitor upcoming Q1 2026 earnings for revenue growth trajectory and margin progression to determine which side is correct. The Morgan Stanley doubling is notable given its size but may reflect passive index rebalancing rather than active conviction.
Key Facts
- 3 institutional buyers added $31.1M in net new holdings during Q4 2025
- Morgan Stanley doubled its XMTR position (+132.4% shares) to $29.2M
- Capital International Investor initiated a new $11.9M position
- Dimensional Fund Advisors trimmed 52.8% of its stake, reducing holdings by $13.2M
- Two Sigma trimmed 43.1% of its position, selling $1.5M
- Net institutional inflow of approximately $16.3M across the cluster
- Active managers (Capital International, Dimensional) show opposing conviction signals
Financial Impact
Net institutional inflow of $16.3M (buyers added $31.1M, sellers reduced $14.8M) represents approximately 0.4% of XMTR's $4.3B market cap
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Dimensional's large trim could signal fundamental concerns not yet public
- Historical calibration shows score-5/6 filings in this segment have only 36% probability of positive T+20 alpha
- Mixed signals from active managers reduce conviction in directional thesis
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-XMTR-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $85.32 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 3, 2026
9d ago
|
Insider Cluster
| $82.70 $80.66 | ▲ +2.47% | ▼ −0.11% | — |
|
Jun 2, 2026
10d ago
|
424B5
| $82.25 $82.70 | ▼ −0.55% | ▼ −0.15% | — |
|
Jun 2, 2026
10d ago
|
8-K
| $82.25 $82.70 | ▼ −0.55% | ▼ −0.15% | — |
|
Jun 2, 2026
11d ago
|
Press Release
| $85.00 $82.25 | ▲ +3.24% | ▲ +2.51% | — |
|
Jun 1, 2026
11d ago
|
424B5
| $85.00 $82.25 | ▲ +3.24% | ▲ +2.51% | — |
|
May 28, 2026
15d ago
|
Insider Cluster
| $95.29 $95.25 | ▼ −0.04% | ▼ −0.30% | — |
|
May 22, 2026
21d ago
|
Insider Cluster
| $92.64 $94.56 | ▲ +2.07% | ▲ +2.06% | — |
|
May 20, 2026
23d ago
|
Insider Cluster
| $86.89 $89.21 | ▲ +2.67% | ▲ +2.22% | — |
|
May 11, 2026
4w ago
|
Insider Cluster
| $80.74 $83.92 | ▲ +3.94% | ▲ +4.08% | — |
US Market Status
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