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Expion360 Inc. (XPON) institutional ownership

Latest close $3.56 Jul 27, 2026
Market cap$2.6M 52-week range SectorIndustrials
Funds holding · Q4 2024
9
reported XPON position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q4 2024
Activity unavailable N/A
0 buyers · 9 sellers

Expion360 Inc. (XPON) price and institutional activity

Dates

Q4 2024

$0 bought by 0 investors
$0 sold by 9 investors
Altium Capital Management LLCDonaldson Capital Management, LLC +7 more
Bought Sold Totals per quarter; hover a bar for the names.

Expion360 Inc. (XPON) institutional activity · 9

Investor Type Est. change Change Δ Own Date
Altium Capital Management LLC · Exited
Change −2.1M Δ Own −100.0% Date Q4 2024
Altium Capital Management LLC Exited· Q4 2024 −2.1M −100.0% Q4 2024
Donaldson Capital Management, LLC · Exited
Change −372K Δ Own −100.0% Date Q4 2024
Donaldson Capital Management, LLC Exited· Q4 2024 −372K −100.0% Q4 2024
Geode · Exited
Change −243K Δ Own −100.0% Date Q4 2024
Geode Exited· Q4 2024 −243K −100.0% Q4 2024
Jane Street Group, LLC · Exited
Change −96K Δ Own −100.0% Date Q4 2024
Jane Street Group, LLC Exited· Q4 2024 −96K −100.0% Q4 2024
UBS Group AG · Exited
Change −91K Δ Own −100.0% Date Q4 2024
UBS Group AG Exited· Q4 2024 −91K −100.0% Q4 2024
Vanguard · Exited
Change −39K Δ Own −100.0% Date Q4 2024
Vanguard Exited· Q4 2024 −39K −100.0% Q4 2024
Cahill Wealth Management, LLC · Exited
Change −24K Δ Own −100.0% Date Q4 2024
Cahill Wealth Management, LLC Exited· Q4 2024 −24K −100.0% Q4 2024
Morgan Stanley · Exited
Change −500 Δ Own −100.0% Date Q4 2024
Morgan Stanley Exited· Q4 2024 −500 −100.0% Q4 2024
Bank of America Corp · Exited
Change −432 Δ Own −100.0% Date Q4 2024
Bank of America Corp Exited· Q4 2024 −432 −100.0% Q4 2024
Data through Q4 2024 · filed May 14, 2025
9 of 9

Famous investor activity in Expion360 Inc. (XPON)

Expion360 Inc. (XPON) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Bowin Shawna Lee · Officer Grant (A) 100K
Owned 104K Trade date Oct 17, 2025 Filed date Oct 21, 2025
Bowin Shawna Lee Officer Grant (A) 100K 104K Oct 17, 2025 Oct 21, 2025
Heagen Carson E. · Officer Grant (A) 100K
Owned 149K Trade date Oct 16, 2025 Filed date Nov 20, 2025
Heagen Carson E. Officer Grant (A) 100K 149K Oct 16, 2025 Nov 20, 2025
Schaffner Brian Paul · Director Grant (A) 100K
Owned 160K Trade date Oct 16, 2025 Filed date Nov 20, 2025
Schaffner Brian Paul Director Grant (A) 100K 160K Oct 16, 2025 Nov 20, 2025
Burell Scott R. · Director Grant (A) 40K
Owned 40K Trade date Oct 16, 2025 Filed date Oct 21, 2025
Burell Scott R. Director Grant (A) 40K 40K Oct 16, 2025 Oct 21, 2025
Nguyen Tien Quoc · Director 2 operations 10K
Owned 5K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Nguyen Tien Quoc Director 2 operations 10K 5K Jul 31, 2025 Aug 1, 2025
Shum Steve · Director 2 operations 10K
Owned 5K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Shum Steve Director 2 operations 10K 5K Jul 31, 2025 Aug 1, 2025
Shoun Paul Thomas · Director, Officer Grant (A) 46K
Owned 46K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Shoun Paul Thomas Director, Officer Grant (A) 46K 46K Jul 31, 2025 Aug 1, 2025
Lefevre George · Director 2 operations 10K
Owned 5K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Lefevre George Director 2 operations 10K 5K Jul 31, 2025 Aug 1, 2025
Heagen Carson E. · Officer Grant (A) 33K
Owned 33K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Heagen Carson E. Officer Grant (A) 33K 33K Jul 31, 2025 Aug 1, 2025
Schaffner Brian Paul · Director, Officer Grant (A) 44K
Owned 44K Trade date Jul 31, 2025 Filed date Aug 1, 2025
Schaffner Brian Paul Director, Officer Grant (A) 44K 44K Jul 31, 2025 Aug 1, 2025
10 of 10

Expion360 Inc. (XPON) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
3i, LP 110K
% of shares outstanding 4.9% Filing date Feb 13, 2025
3i, LP 110K 4.9% Feb 13, 2025
L1 Capital Global Opportunities Master Fund, Ltd. 449K
% of shares outstanding 4.4% Filing date Feb 17, 2026
L1 Capital Global Opportunities Master Fund, Ltd. 449K 4.4% Feb 17, 2026
S.h.n. Financial Investments Ltd. 5K
% of shares outstanding 0.1% Filing date Mar 18, 2025
S.h.n. Financial Investments Ltd. 5K 0.1% Mar 18, 2025
Altium Capital Management LLC 0
% of shares outstanding 0.0% Filing date Nov 4, 2025
Altium Capital Management LLC 0 0.0% Nov 4, 2025
4 of 4

Expion360 Inc. (XPON) ownership FAQ

Who owns XPON?

9 reporting institutions disclosed XPON position changes in the Q4 2024 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q4 2024.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.