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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 2023

Institutional positions in Waldencast plc as of Mar 31, 2023. 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
13
+1 vs. Q4 2022
Shares held
23.0M
+169.6K (+0.7%) vs. Q4 2022
Total value
$184.4M
−$26.0M (−12.4%) vs. Q4 2022
New holders
3
1 more added
Sold out
2
3 more reduced

Compare with Q4 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 holdersQ1 2023: 13 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 2023: $184.4M
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 2023

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q4 2022.

Institutions holding WALD in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamo Internacional Gestao de Recursos Ltda.14,658,333$119.5M14.23%00.0%Unchanged
Truxt Investmentos Ltda.4,959,933$35.6M12.96%−40,067−0.8%Reduced
Milestones Administradora de Recursos Ltda.2,000,000$16.3M10.46%00.0%Unchanged
Bizma Investimentos Ltda1,000,000$10.0M8.20%00.0%Unchanged
Susquehanna International Group, LLP358,277$2.91M0.00%+358,277New
Geode Capital Management, LLC11,211$91.0K0.00%00.0%Unchanged
Morgan Stanley2,100$17.1K0.00%+2,100New
JFS Wealth Advisors, LLC1,706$13.9K0.00%+1,706New
UBS Group AG987$8.04K0.00%−1,035−51.2%Reduced
Barclays PLC758$6.18K0.00%−4,835−86.4%Reduced
Bank of America Corp266$2.17K0.00%+166+166.0%Added
Cary Street Partner Investment Advisory LLC33$2690.00%00.0%Unchanged
DuPont Capital Management Corp4$320.00%00.0%Unchanged
CastleKnight Management LP0$00.00%−146,556−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−200−100.0%Sold out