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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, Q2 2022

Institutional positions in Waldencast plc as of Jun 30, 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
56
+8 vs. Q1 2022
Shares held
21.8M
+6.23M (+40.0%) vs. Q1 2022
Total value
$214.8M
+$60.5M (+39.2%) vs. Q1 2022
New holders
19
11 more added
Sold out
11
7 more reduced

Compare with Q1 2022: 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 holdersQ2 2022: 56 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 heldQ2 2022: $214.8M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q1 2022.

Institutions holding WALD in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sculptor Capital LP3,092,804$30.5M0.34%+1,906,998+160.8%Added
Citadel Advisors LLC1,821,698$17.9M0.02%+72,975+4.2%Added
SPX Equities Gestao de Recursos Ltda1,396,495$13.8M1.99%+31,421+2.3%Added
Qube Research & Technologies Ltd1,195,244$11.8M0.09%+1,167,044+4,138.5%Added
Meteora Capital, LLC1,181,170$11.6M2.22%+1,181,170New
Antara Capital LP1,112,977$11.0M1.13%+1,112,977New
Marshall Wace, LLP1,097,403$10.8M0.02%00.0%Unchanged
UBS Oconnor LLC1,011,151$9.96M0.10%+1,011,151New
JNE Partners LLP1,000,000$9.85M6.43%00.0%Unchanged
Davidson Kempner Capital Management LP900,000$8.87M0.17%00.0%Unchanged
Rpo LLC619,443$6.10M1.65%+555,292+865.6%Added
JPMorgan Chase & Co568,217$5.60M0.00%+568,217New
Westchester Capital Management, LLC533,670$5.26M0.16%+533,670New
Kepos Capital LP500,000$4.92M0.45%−175,000−25.9%Reduced
Boothbay Fund Management, LLC473,347$4.66M0.16%+431,670+1,035.8%Added
Sandia Investment Management LP441,421$4.35M0.60%+287,095+186.0%Added
Macquarie Group Ltd364,914$3.59M0.00%00.0%Unchanged
Kehrs Ridge Capital,LLC350,000$3.45M1.69%00.0%Unchanged
K2 Principal Fund, L.P.335,701$3.31M0.56%+278,250+484.3%Added
Glazer Capital, LLC326,391$3.21M0.08%+326,391New
Graham Capital Wealth Management, LLC319,214$3.14M2.76%+319,214New
CVI Holdings, LLC303,530$2.99M0.22%+6,156+2.1%Added
Saba Capital Management, L.P.300,000$2.96M0.04%+300,000New
Tenor Capital Management Co., L.P.293,389$2.89M0.07%00.0%Unchanged
D. E. Shaw & Co., Inc.255,147$2.51M0.00%00.0%Unchanged
Omers Administration Corp248,705$2.45M0.04%00.0%Unchanged
Radcliffe Capital Management, L.P.201,044$1.98M0.06%+101,044+101.0%Added
Picton Mahoney Asset Management199,998$1.97M0.08%00.0%Unchanged
Woodline Partners LP194,072$1.91M0.03%00.0%Unchanged
Wolverine Asset Management LLC183,973$1.81M0.02%+183,973New
Ghisallo Capital Management LLC168,750$1.66M0.21%00.0%Unchanged
Periscope Capital Inc.122,508$1.21M0.03%+122,508New
Fir Tree Capital Management LP109,914$1.08M0.04%−9,030−7.6%Reduced
Kim, LLC100,000$985.0K0.05%+100,000New
Hudson Bay Capital Management LP83,261$820.0K0.01%00.0%Unchanged
Vestcor Inc50,000$493.0K0.02%00.0%Unchanged
DuPont Capital Management Corp39,996$394.0K0.02%00.0%Unchanged
Virtu Financial LLC39,734$391.0K0.03%+39,734New
Jane Street Group, LLC35,838$353.0K0.00%+35,838New
Exos Asset Management LLC35,256$347.0K0.18%+35,256New
Ergoteles LLC35,000$345.0K0.01%+35,000New
Timelo Investment Management Inc.25,000$246.0K0.22%00.0%Unchanged
EHP Funds Inc.25,000$246.0K0.05%+25,000New
Susquehanna International Group, LLP19,746$194.0K0.00%−200−1.0%Reduced
Walleye Trading LLC18,999$187.0K0.00%00.0%Unchanged
Magnetar Financial LLC15,747$155.0K0.00%−119,195−88.3%Reduced
CNH Partners LLC15,000$148.0K0.00%00.0%Unchanged
HRT Financial LP14,666$144.0K0.00%−34−0.2%Reduced
Walleye Capital LLC12,079$119.0K0.00%−4,975−29.2%Reduced
Ci Investments Inc.8,500$84.0K0.00%00.0%Unchanged
Ancora Advisors, LLC5,000$49.0K0.00%00.0%Unchanged
Penserra Capital Management LLC3,788$37.0K0.00%−584−13.4%Reduced
UBS Group AG3,321$33.0K0.00%+24+0.7%Added
Clear Street LLC2,000$20.0K0.00%+2,000New
Tower Research Capital LLC (TRC)504$5.00K0.00%+504New
Credit Suisse AG75$1.00K0.00%+75New
Sharp Capital Gestora de Recursos Ltda.0$00.00%−1,755,300−100.0%Sold out
Millennium Management LLC0$00.00%−973,865−100.0%Sold out
Mangrove Partners0$00.00%−444,050−100.0%Sold out
Atmos Capital Gestao de Recursos Ltda.0$00.00%−375,000−100.0%Sold out
MMCAP International Inc. SPC0$00.00%−225,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−203,720−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−100,000−100.0%Sold out
Spring Creek Capital LLC0$00.00%−100,000−100.0%Sold out
Apollo Management Holdings, L.P.0$00.00%−21,165−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−20,955−100.0%Sold out
Amitell Capital Pte Ltd0$00.00%−12,081−100.0%Sold out