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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, Q3 2023

Institutional positions in Waldencast plc as of Sep 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
43
+7 vs. Q2 2023
Shares held
25.6M
+2.12M (+9.1%) vs. Q2 2023
Total value
$240.8M
+$93.8M (+63.8%) vs. Q2 2023
New holders
7
26 more added
Sold out
0
3 more reduced

Compare with Q2 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 holdersQ3 2023: 43 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 heldQ3 2023: $240.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q2 2023.

Institutions holding WALD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamo Internacional Gestao de Recursos Ltda.15,332,933$144.4M15.50%+674,600+4.6%Added
Truxt Investmentos Ltda.3,930,638$37.0M9.59%−144,841−3.6%Reduced
Milestones Administradora de Recursos Ltda.2,000,000$18.8M13.87%00.0%Unchanged
BlackRock Inc.1,573,235$14.8M0.00%+862,792+121.4%Added
Bizma Investimentos Ltda1,000,000$9.42M7.52%00.0%Unchanged
Geode Capital Management, LLC423,191$3.99M0.00%+212,709+101.1%Added
State Street Corp343,636$3.24M0.00%+115,598+50.7%Added
Northern Trust Corp222,302$2.09M0.00%+97,527+78.2%Added
Vanguard Group Inc152,658$1.44M0.00%+70,640+86.1%Added
Bank of New York Mellon Corp86,409$814.0K0.00%+36,642+73.6%Added
Charles Schwab Investment Management Inc83,204$783.8K0.00%+37,400+81.7%Added
Bank of America Corp54,100$509.6K0.00%+27,738+105.2%Added
Rhumbline Advisers41,003$386.2K0.00%+21,108+106.1%Added
Nuveen Asset Management, LLC36,207$341.1K0.00%00.0%Unchanged
Morgan Stanley27,403$258.1K0.00%+5,722+26.4%Added
JPMorgan Chase & Co24,476$230.6K0.00%+648+2.7%Added
Goldman Sachs Group Inc23,216$218.7K0.00%−858−3.6%Reduced
MetLife Investment Management20,208$190.4K0.00%+8,973+79.9%Added
UBS Group AG20,031$188.7K0.00%+8,254+70.1%Added
American International Group, Inc.18,000$169.6K0.00%+8,354+86.6%Added
SG Americas Securities, LLC15,989$151.0K0.00%+15,989New
Voya Investment Management LLC14,638$137.9K0.00%+14,638New
Manufacturers Life Insurance Company, The13,703$129.1K0.00%+13,703New
Millennium Management LLC12,367$116.5K0.00%+2,197+21.6%Added
Mirae Asset Global Investments Co., Ltd.11,234$105.8K0.00%00.0%Unchanged
New York State Common Retirement Fund11,080$104.4K0.00%+380+3.6%Added
State Board of Administration of Florida Retirement System10,290$96.9K0.00%+10,290New
Deutsche Bank AG9,568$90.1K0.00%+9,568New
Wells Fargo & Company8,656$81.5K0.00%+1,165+15.6%Added
California State Teachers Retirement System7,958$75.0K0.00%+1,291+19.4%Added
Barclays PLC7,177$67.6K0.00%+3,084+75.3%Added
Royal Bank of Canada6,505$61.0K0.00%+4,414+211.1%Added
STRS Ohio4,200$39.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,615$34.1K0.00%+1,960+118.4%Added
Amalgamated Bank3,277$31.0K0.00%+1,328+68.1%Added
Legal & General Group Plc3,026$28.3K0.00%+3,026New
Metropolitan Life Insurance Co2,230$21.0K0.00%+1,066+91.6%Added
JFS Wealth Advisors, LLC1,706$16.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,703$16.0K0.00%+737+76.3%Added
Wolverine Asset Management LLC926$8.72K0.00%+926New
FMR LLC792$7.46K0.00%+619+357.8%Added
Citigroup Inc228$2.15K0.00%−5,740−96.2%Reduced
DuPont Capital Management Corp4$380.00%00.0%Unchanged