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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 2023

Institutional positions in Waldencast plc as of Jun 30, 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
36
+23 vs. Q1 2023
Shares held
23.4M
+446.5K (+1.9%) vs. Q1 2023
Total value
$147.0M
−$37.4M (−20.3%) vs. Q1 2023
New holders
25
5 more added
Sold out
2
1 more reduced

Compare with Q1 2023: 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 2023: 36 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 2023: $147.0M
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 2023

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q1 2023.

Institutions holding WALD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamo Internacional Gestao de Recursos Ltda.14,658,333$79.1M8.57%00.0%Unchanged
Truxt Investmentos Ltda.4,075,479$31.5M7.91%−884,454−17.8%Reduced
Milestones Administradora de Recursos Ltda.2,000,000$15.5M11.00%00.0%Unchanged
Bizma Investimentos Ltda1,000,000$7.73M5.25%00.0%Unchanged
BlackRock Inc.710,443$5.49M0.00%+710,443New
State Street Corp228,038$1.76M0.00%+228,038New
Geode Capital Management, LLC210,482$1.63M0.00%+199,271+1,777.5%Added
Northern Trust Corp124,775$964.5K0.00%+124,775New
Vanguard Group Inc82,018$634.0K0.00%+82,018New
Bank of New York Mellon Corp49,767$384.7K0.00%+49,767New
Charles Schwab Investment Management Inc45,804$354.1K0.00%+45,804New
Nuveen Asset Management, LLC36,207$279.9K0.00%+36,207New
Bank of America Corp26,362$203.8K0.00%+26,096+9,810.5%Added
Goldman Sachs Group Inc24,074$186.1K0.00%+24,074New
JPMorgan Chase & Co23,828$184.2K0.00%+23,828New
Morgan Stanley21,681$167.6K0.00%+19,581+932.4%Added
Rhumbline Advisers19,895$153.8K0.00%+19,895New
UBS Group AG11,777$91.0K0.00%+10,790+1,093.2%Added
MetLife Investment Management11,235$86.8K0.00%+11,235New
Mirae Asset Global Investments Co., Ltd.11,234$86.8K0.00%+11,234New
New York State Common Retirement Fund10,700$82.7K0.00%+10,700New
Millennium Management LLC10,170$78.6K0.00%+10,170New
American International Group, Inc.9,646$74.6K0.00%+9,646New
Wells Fargo & Company7,491$57.9K0.00%+7,491New
California State Teachers Retirement System6,667$51.5K0.00%+6,667New
Citigroup Inc5,968$46.1K0.00%+5,968New
STRS Ohio4,200$32.0K0.00%+4,200New
Barclays PLC4,093$31.6K0.00%+3,335+440.0%Added
Royal Bank of Canada2,091$16.0K0.00%+2,091New
Amalgamated Bank1,949$15.0K0.00%+1,949New
JFS Wealth Advisors, LLC1,706$13.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,655$12.8K0.00%+1,655New
Metropolitan Life Insurance Co1,164$9.00K0.00%+1,164New
Tower Research Capital LLC (TRC)966$7.47K0.00%+966New
FMR LLC173$1.34K0.00%+173New
DuPont Capital Management Corp4$310.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−358,277−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−33−100.0%Sold out