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Waldencast plc

WALD
Exchange
Nasdaq
Industry
Perfumes, Cosmetics & Other Toilet Preparations
SEC CIK
0001840199

In the last 90 days, Waldencast plc insiders filed 1 open-market purchase and 0 sales; 62 institutions reported holding it in 13F filings for Q2 2026, worth $34.7M in total; no superinvestor holds it.

Other share classesWALDW

13F holders, Q4 2021

Institutional positions in Waldencast plc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
44
+14 vs. Q3 2021
Shares held
14.5M
+8.24M (+130.9%) vs. Q3 2021
Total value
$144.3M
+$82.7M (+134.2%) vs. Q3 2021
New holders
20
7 more added
Sold out
6
5 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WALD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 44 institutions
Q1 2021: 0 institutionsQ2 2021: 25 institutionsQ3 2021: 30 institutionsQ4 2021: 44 institutionsQ1 2022: 48 institutionsQ2 2022: 56 institutionsQ3 2022: 11 institutionsQ4 2022: 12 institutionsQ1 2023: 13 institutionsQ2 2023: 36 institutionsQ3 2023: 43 institutionsQ4 2023: 51 institutionsQ1 2024: 54 institutionsQ2 2024: 58 institutionsQ3 2024: 63 institutionsQ4 2024: 62 institutionsQ1 2025: 56 institutionsQ2 2025: 55 institutionsQ3 2025: 61 institutionsQ4 2025: 66 institutionsQ1 2026: 67 institutionsQ2 2026: 62 institutions
Value heldQ4 2021: $144.3M
Q1 2021: $0Q2 2021: $51.7MQ3 2021: $61.6MQ4 2021: $144.3MQ1 2022: $154.3MQ2 2022: $214.8MQ3 2022: $170.7MQ4 2022: $210.4MQ1 2023: $184.4MQ2 2023: $147.0MQ3 2023: $240.8MQ4 2023: $291.2MQ1 2024: $169.0MQ2 2024: $88.1MQ3 2024: $84.9MQ4 2024: $92.9MQ1 2025: $65.8MQ2 2025: $56.9MQ3 2025: $40.0MQ4 2025: $39.9MQ1 2026: $20.4MQ2 2026: $34.7M
Institutions holding WALD and their total value by quarter
QuarterHoldersValue
Q2 202662$34.7M
Q1 202667$20.4M
Q4 202566$39.9M
Q3 202561$40.0M
Q2 202555$56.9M
Q1 202556$65.8M
Q4 202462$92.9M
Q3 202463$84.9M
Q2 202458$88.1M
Q1 202454$169.0M
Q4 202351$291.2M
Q3 202343$240.8M
Q2 202336$147.0M
Q1 202313$184.4M
Q4 202212$210.4M
Q3 202211$170.7M
Q2 202256$214.8M
Q1 202248$154.3M
Q4 202144$144.3M
Q3 202130$61.6M
Q2 202125$51.7M
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q3 2021.

Institutions holding WALD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sharp Capital Gestora de Recursos Ltda.2,497,500$24.9M8.80%+2,497,500New
Citadel Advisors LLC1,539,081$15.3M0.02%+1,539,081New
SPX Equities Gestao de Recursos Ltda1,319,883$13.0M2.61%+1,319,883New
Marshall Wace, LLP1,097,403$10.9M0.02%+126,360+13.0%Added
JNE Partners LLP1,000,000$9.95M6.52%00.0%Unchanged
Sculptor Capital LP946,806$9.42M0.09%+748,662+377.8%Added
Davidson Kempner Capital Management LP900,000$8.88M0.13%+900,000New
Kepos Capital LP675,000$6.69M0.56%+675,000New
Millennium Management LLC624,718$6.22M0.01%+483,514+342.4%Added
Atmos Capital Gestao de Recursos Ltda.375,000$3.73M0.43%00.0%Unchanged
Macquarie Group Ltd364,914$3.62M0.00%−121,638−25.0%Reduced
Kehrs Ridge Capital,LLC350,000$3.48M1.19%+350,000New
Tenor Capital Management Co., L.P.293,389$2.92M0.06%+293,389New
CVI Holdings, LLC266,672$2.65M0.18%−83,328−23.8%Reduced
D. E. Shaw & Co., Inc.255,147$2.53M0.00%+154,446+153.4%Added
MMCAP International Inc. SPC225,000$2.24M0.14%00.0%Unchanged
Picton Mahoney Asset Management199,998$1.98M0.07%00.0%Unchanged
Fir Tree Capital Management LP173,489$1.72M0.05%−26,511−13.3%Reduced
Ghisallo Capital Management LLC168,750$1.68M0.08%00.0%Unchanged
Magnetar Financial LLC151,811$1.51M0.02%+151,811New
Woodline Partners LP139,298$1.38M0.02%+64,298+85.7%Added
Spring Creek Capital LLC100,000$993.0K0.04%00.0%Unchanged
Atalaya Capital Management LP100,000$993.0K0.10%00.0%Unchanged
Radcliffe Capital Management, L.P.100,000$991.0K0.04%00.0%Unchanged
Sandia Investment Management LP87,826$874.0K0.15%+87,826New
Hudson Bay Capital Management LP83,261$827.0K0.01%−16,738−16.7%Reduced
Periscope Capital Inc.80,000$792.0K0.02%+80,000New
Schonfeld Strategic Advisors LLC50,000$498.0K0.00%+50,000New
Vestcor Inc50,000$497.0K0.02%00.0%Unchanged
Glazer Capital, LLC47,850$472.0K0.01%+6,207+14.9%Added
DuPont Capital Management Corp39,996$397.0K0.01%00.0%Unchanged
Omers Administration Corp34,998$348.0K0.00%00.0%Unchanged
Boothbay Fund Management, LLC31,354$311.0K0.01%+31,354New
Timelo Investment Management Inc.25,000$249.0K0.13%+25,000New
Walleye Capital LLC24,185$241.0K0.01%+24,185New
Apollo Management Holdings, L.P.22,640$225.0K0.00%+22,640New
Susquehanna International Group, LLP19,716$196.0K0.00%+19,716New
Walleye Trading LLC18,999$189.0K0.00%+18,999New
CNH Partners LLC15,000$149.0K0.00%−60,000−80.0%Reduced
HRT Financial LP14,699$145.0K0.00%+14,699New
Amitell Capital Pte Ltd12,081$120.0K0.08%+12,081New
Ci Investments Inc.8,500$84.0K0.00%00.0%Unchanged
UBS Group AG833$8.00K0.00%+433+108.3%Added
Tower Research Capital LLC (TRC)506$5.00K0.00%+506New
UBS Oconnor LLC0$00.00%−400,261−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−225,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−218,763−100.0%Sold out
PEAK6 Investments LLC0$00.00%−150,000−100.0%Sold out
Athanor Capital, LP0$00.00%−132,868−100.0%Sold out
Berkley W R Corp0$00.00%−24,561−100.0%Sold out