Lifeway Foods, Inc.
LWAY- Exchange
- Nasdaq
- Industry
- Dairy Products
- SEC CIK
- 0000814586
In the last 90 days, Lifeway Foods, Inc. insiders filed 3 open-market purchases and 2 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $246.1M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 13, 2026
- $328.2M
- Insider buysLast 90 days, $8.35M in total
- 3
- Insider sellsLast 90 days, $2.26M in total
- 2
- 13F holdersQ2 2026, +17 vs. previous quarter
- 96
- 13F valueReported value at the end of Q2 2026
- $246.1M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $212.5M
- +13.7% year over year
- Net income, FY2025
- $13.9M
- +53.6% year over year
- Free cash flow, FY2025
- -$16.4M
- −362.0% year over year
- Revenue, Q3 FY2026
- $67.8M
- +18.6% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 747.3K
- Shares sold short
- Change
- +77.1K
- +11.5% vs. previous
- Days to cover
- 8.64
- At average daily volume
Superinvestors holding LWAY, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding LWAY at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Lifeway Foods, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2026 (view filing)5:56 PM ET | Nov 4 | 1 day | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −70.0K | $22.62 | −$1.58M | −8.1%794.8K after | 2 lots |
| Oct 15, 2026 (view filing)4:32 PM ET | Oct 13 | 2 days | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −30.0K | $22.64 | −$679.2K | −3.4%864.8K after | |
| Oct 6, 2026 (view filing)8:35 PM ET | Oct 2-6 | 4 days | Divisadero Street Partners, L.P. and 4 others10% Owner | PPurchaseCommon Stock, No Par Value | +103.7K | $20.92 | +$2.17M | +4.4%2.45M after | 3 lots |
| Aug 19, 2026 (view filing)4:30 PM ET | Aug 19 | Same day | Smolyansky JulieCEO, President and Secretary | PPurchaseCommon Stock, no par value | +2.00K | $25.26 | +$50.5K | +0.1%2.21M after | |
| Aug 17, 2026 (view filing)9:04 PM ET | Aug 13-17 | 4 days | Divisadero Street Partners, L.P. and 4 others10% Owner | PPurchaseCommon Stock, No Par Value | +246.6K | $24.85 | +$6.13M | +11.7%2.35M after | 3 lots |
| Aug 14, 2026 (view filing)8:57 PM ET | Aug 12-14 | 2 days | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −110.0K | $26.50 | −$2.91M | −10.9%894.8K after | 4 lots |
| Jul 23, 2026 (view filing)4:47 PM ET | Jul 22 | 1 day | Smolyansky LudmilaOther: Member of 10% owner group | SSaleCommon Stock, no par value | −100.0K | $30.11 | −$3.01M | −16.5%507.2K after | 2 lots |
| Jul 16, 2026 (view filing)6:58 PM ET | Jul 15 | 1 day | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −66.9K | $32.02 | −$2.14M | −6.2%1.00M after | 2 lots |
| Jul 9, 2026 (view filing)7:35 PM ET | Jul 6-7 | 3 daysLate | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −47.1K | $29.47 | −$1.39M | −4.2%1.07M after | 2 lots |
| Jul 2, 2026 (view filing)8:36 PM ET | Jun 26-30 | 6 days | Smolyansky Edward10% Owner | SSaleCommon Stock, no par value | −161.5K | $29.35 | −$4.74M | −15.9%852.6K after | Amended3 lots |
Top 10 13F holders, Q2 2026
See all 96 holdersThe largest institutional positions in Lifeway Foods, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 2,101,540 | $62.7M | 1.46% | +692,772+49.2% | Added |
| Citadel Advisors LLC | 930,109 | $27.8M | 0.02% | +858,228+1,194.0% | Added |
| Wellington Management Group LLP | 585,100 | $17.5M | 0.00% | +585,100 | New |
| Renaissance Technologies LLC | 377,171 | $11.3M | 0.02% | +8,500+2.3% | Added |
| Vanguard Capital Management LLC | 366,771 | $10.9M | 0.00% | +104,710+40.0% | Added |
| BlackRock, Inc. | 322,184 | $9.61M | 0.00% | +44,434+16.0% | Added |
| Pillsbury Lake Capital LLC | 291,709 | $8.70M | 2.39% | +291,709 | New |
| Dimensional Fund Advisors LP | 258,374 | $7.71M | 0.00% | +22,664+9.6% | Added |
| Two Sigma Investments, LP | 228,136 | $6.81M | 0.01% | +108,507+90.7% | Added |
| AWM Investment Company, Inc. | 223,000 | $6.65M | 0.58% | +223,000 | New |
Holders of 5% or more of LWAY
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Lifeway Foods, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Smolyansky Edward | 13D/A | 21.50%3.18M shares | – | Jul 29, 20226 filings | Feb 6, 2025 | SEC |
| Smolyansky Julie | 13D/A | 17.50%2.64M shares | – | Feb 10, 20232 filings | Dec 23, 2024 | SEC |
| Smolyansky Ludmila | 13D/A | 15.70%2.37M shares | −4.00 ppfrom 19.70% | Oct 15, 202113 filings | Nov 12, 2026 | SEC |
| Divisadero Street Capital Management, LP | 13G/A | 13.80%2.10M shares | +4.90 ppfrom 8.90% | Oct 8, 20253 filings | May 18, 2026 | SEC |
| Citadel Advisors LLC | 13G | 5.80%884.8K shares | New | May 27, 20261 filing | May 27, 2026 | SEC |