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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, Q1 2022

Institutional positions in Waldencast plc as of Mar 31, 2022. 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
48
+4 vs. Q4 2021
Shares held
15.6M
+1.05M (+7.2%) vs. Q4 2021
Total value
$154.3M
+$10.0M (+7.0%) vs. Q4 2021
New holders
8
12 more added
Sold out
4
6 more reduced

Compare with Q4 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 holdersQ1 2022: 48 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 heldQ1 2022: $154.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q4 2021.

Institutions holding WALD in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sharp Capital Gestora de Recursos Ltda.1,755,300$17.4M8.25%−742,200−29.7%Reduced
Citadel Advisors LLC1,748,723$17.3M0.02%+209,642+13.6%Added
SPX Equities Gestao de Recursos Ltda1,365,074$13.5M0.87%+45,191+3.4%Added
Sculptor Capital LP1,185,806$11.8M0.09%+239,000+25.2%Added
Marshall Wace, LLP1,097,403$10.9M0.02%00.0%Unchanged
JNE Partners LLP1,000,000$9.91M4.69%00.0%Unchanged
Millennium Management LLC973,865$9.65M0.01%+349,147+55.9%Added
Davidson Kempner Capital Management LP900,000$8.92M0.13%00.0%Unchanged
Kepos Capital LP675,000$6.69M0.50%00.0%Unchanged
Mangrove Partners444,050$4.40M0.35%+444,050New
Atmos Capital Gestao de Recursos Ltda.375,000$3.72M0.65%00.0%Unchanged
Macquarie Group Ltd364,914$3.62M0.00%00.0%Unchanged
Kehrs Ridge Capital,LLC350,000$3.47M3.56%00.0%Unchanged
CVI Holdings, LLC297,374$2.94M0.19%+30,702+11.5%Added
Tenor Capital Management Co., L.P.293,389$2.91M0.06%00.0%Unchanged
D. E. Shaw & Co., Inc.255,147$2.52M0.00%00.0%Unchanged
Omers Administration Corp248,705$2.46M0.03%+213,707+610.6%Added
MMCAP International Inc. SPC225,000$2.23M0.13%00.0%Unchanged
Point72 Asset Management, L.P.203,720$2.02M0.01%+203,720New
Picton Mahoney Asset Management199,998$1.98M0.07%00.0%Unchanged
Woodline Partners LP194,072$1.92M0.03%+54,774+39.3%Added
Ghisallo Capital Management LLC168,750$1.67M0.18%00.0%Unchanged
Sandia Investment Management LP154,326$1.53M0.22%+66,500+75.7%Added
Magnetar Financial LLC134,942$1.33M0.01%−16,869−11.1%Reduced
Fir Tree Capital Management LP118,944$1.18M0.03%−54,545−31.4%Reduced
Radcliffe Capital Management, L.P.100,000$991.0K0.03%00.0%Unchanged
Spring Creek Capital LLC100,000$989.0K0.04%00.0%Unchanged
Cantor Fitzgerald, L. P.100,000$989.0K0.07%+100,000New
Hudson Bay Capital Management LP83,261$823.0K0.01%00.0%Unchanged
Rpo LLC64,151$635.0K0.22%+64,151New
K2 Principal Fund, L.P.57,451$569.0K0.10%+57,451New
Vestcor Inc50,000$495.0K0.02%00.0%Unchanged
Boothbay Fund Management, LLC41,677$413.0K0.01%+10,323+32.9%Added
DuPont Capital Management Corp39,996$396.0K0.02%00.0%Unchanged
Qube Research & Technologies Ltd28,200$279.0K0.00%+28,200New
Timelo Investment Management Inc.25,000$248.0K0.21%00.0%Unchanged
Apollo Management Holdings, L.P.21,165$210.0K0.00%−1,475−6.5%Reduced
Schonfeld Strategic Advisors LLC20,955$208.0K0.00%−29,045−58.1%Reduced
Susquehanna International Group, LLP19,946$197.0K0.00%+230+1.2%Added
Walleye Trading LLC18,999$188.0K0.00%00.0%Unchanged
Walleye Capital LLC17,054$169.0K0.00%−7,131−29.5%Reduced
CNH Partners LLC15,000$148.0K0.00%00.0%Unchanged
HRT Financial LP14,700$145.0K0.00%+10.0%Added
Amitell Capital Pte Ltd12,081$120.0K0.09%00.0%Unchanged
Ci Investments Inc.8,500$84.0K0.00%00.0%Unchanged
Ancora Advisors, LLC5,000$50.0K0.00%+5,000New
Penserra Capital Management LLC4,372$43.0K0.00%+4,372New
UBS Group AG3,297$33.0K0.00%+2,464+295.8%Added
Atalaya Capital Management LP0$00.00%−100,000−100.0%Sold out
Periscope Capital Inc.0$00.00%−80,000−100.0%Sold out
Glazer Capital, LLC0$00.00%−47,850−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−506−100.0%Sold out