STOCK TITAN

Wellington group reports 2.48M Xperi Inc. (XPER) shares under management

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Wellington Management Group LLP, together with Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP, reports beneficial ownership of Xperi Inc. common stock. The group reports that clients of affiliated investment advisers collectively hold 2,483,786 shares of Xperi, representing 5.15% of the outstanding common stock.

The reporting entities have shared voting power over 2,147,929 shares and shared dispositive power over 2,483,786 shares, with no sole voting or dispositive power. The shares are owned of record by advisory clients of various Wellington investment advisers, which are controlled through a parent holding-company structure. Wellington states that no individual client is known to hold more than five percent of the class.

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Beneficial ownership 2,483,786 shares Xperi Inc. common stock reported as beneficially owned by Wellington group
Percent of class 5.15% Percentage of Xperi Inc. common stock class beneficially owned
Shared voting power 2,147,929 shares Shares over which Wellington entities have shared power to vote
Shared dispositive power 2,483,786 shares Shares over which Wellington entities have shared power to dispose
CUSIP 98423J101 CUSIP for Xperi Inc. common stock class reported
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 2,147,929.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 2,483,786.00"
parent holding company financial
"Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of XPER does Wellington Management Group report owning?

Wellington Management Group and affiliates report beneficial ownership of 5.15% of Xperi Inc. common stock. This stake is held through advisory clients of various Wellington investment advisers rather than directly by the Wellington entities themselves.

How many XPER shares are beneficially owned by Wellington entities?

Wellington entities report beneficial ownership of 2,483,786 Xperi Inc. common shares. These shares are owned of record by clients of one or more Wellington investment advisers and aggregated for reporting purposes by the Wellington parent holding companies.

What voting power does Wellington have over its XPER holdings?

The Wellington group reports shared voting power over 2,147,929 XPER shares and no sole voting power. Voting authority is exercised on a shared basis through Wellington’s investment-adviser structure for the benefit of advisory clients.

Does any single Wellington client own more than 5% of XPER stock?

No. Wellington states that no individual client is known to have the right to receive dividends or sale proceeds for more than five percent of Xperi’s common stock class. The reported 5.15% stake is spread across multiple clients.

Who are the main Wellington entities involved in the XPER holdings?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons. Xperi shares are held by clients of several Wellington investment advisers controlled within this group.

What type of XPER security is held by Wellington according to this filing?

Wellington reports holdings in Xperi Inc. common stock. The filing identifies the title of the class of securities as common stock and references the CUSIP number 98423J101 for this security.





98423J101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026