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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 2024

Institutional positions in Waldencast plc as of Mar 31, 2024. 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
54
+3 vs. Q4 2023
Shares held
26.0M
−624.6K (−2.3%) vs. Q4 2023
Total value
$169.0M
−$122.2M (−42.0%) vs. Q4 2023
New holders
11
5 more added
Sold out
8
29 more reduced

Compare with Q4 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 holdersQ1 2024: 54 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 2024: $169.0M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q4 2023.

Institutions holding WALD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd10$00.00%00.0%Unchanged
CWM, LLC3$00.00%+3New
DuPont Capital Management Corp4$260.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$390.00%+6New
Nisa Investment Advisors, LLC11$720.00%−23−67.6%Reduced
Fortitude Family Office, LLC203$1.32K0.00%+203New
Royal Bank of Canada636$4.00K0.00%−11,142−94.6%Reduced
Qube Research & Technologies Ltd708$4.60K0.00%+708New
FMR LLC734$4.77K0.00%−310−29.7%Reduced
Tower Research Capital LLC (TRC)940$6.11K0.00%−533−36.2%Reduced
Amalgamated Bank1,230$8.00K0.00%−2,400−66.1%Reduced
Legal & General Group Plc2,215$14.4K0.00%−811−26.8%Reduced
Metropolitan Life Insurance Co2,230$14.5K0.00%00.0%Unchanged
California State Teachers Retirement System2,798$18.2K0.00%−3,138−52.9%Reduced
Ameritas Investment Partners, Inc.3,615$23.5K0.00%00.0%Unchanged
STRS Ohio3,900$25.0K0.00%−300−7.1%Reduced
Citigroup Inc7,867$51.1K0.00%+2,032+34.8%Added
Wells Fargo & Company9,620$62.5K0.00%−1,215−11.2%Reduced
Voya Investment Management LLC10,614$69.0K0.00%−4,024−27.5%Reduced
New York State Common Retirement Fund11,006$71.5K0.00%+50.0%Added
Catalina Capital Group, LLC11,301$73.5K0.03%+11,301New
Brinker Capital Investments, LLC11,341$73.7K0.00%−18,232−61.7%Reduced
Orion Portfolio Solutions, LLC11,341$73.7K0.00%−18,232−61.7%Reduced
Invesco Ltd.11,403$74.1K0.00%−1,752−13.3%Reduced
Jane Street Group, LLC12,566$81.7K0.00%−97,902−88.6%Reduced
Manufacturers Life Insurance Company, The12,987$84.4K0.00%−1,466−10.1%Reduced
American International Group, Inc.13,716$89.2K0.00%−4,211−23.5%Reduced
Deutsche Bank AG14,705$95.6K0.00%+504+3.5%Added
Goldman Sachs Group Inc19,532$127.0K0.00%−6,477−24.9%Reduced
MetLife Investment Management20,208$131.4K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd21,149$137.5K0.01%+21,149New
Simplicity Wealth,LLC21,853$142.0K0.00%+21,853New
Bleakley Financial Group, LLC21,853$142.0K0.00%+21,853New
Barclays PLC24,087$156.6K0.00%−25,584−51.5%Reduced
Millennium Management LLC26,154$170.0K0.00%+26,154New
HSBC Holdings PLC18,996$189.4K0.00%+18,996New
UBS Group AG29,949$194.7K0.00%−6,186−17.1%Reduced
Bank of America Corp38,059$247.4K0.00%−31,244−45.1%Reduced
Rhumbline Advisers38,372$249.4K0.00%−3,937−9.3%Reduced
Nuveen Asset Management, LLC42,770$278.0K0.00%00.0%Unchanged
Morgan Stanley45,594$296.4K0.00%−29,163−39.0%Reduced
JPMorgan Chase & Co55,408$360.2K0.00%+10,970+24.7%Added
Charles Schwab Investment Management Inc63,202$410.8K0.00%−20,002−24.0%Reduced
Mariner, LLC72,614$472.0K0.00%+72,614New
Bank of New York Mellon Corp73,049$474.8K0.00%−18,483−20.2%Reduced
Vanguard Group Inc137,509$893.8K0.00%−27,317−16.6%Reduced
Northern Trust Corp184,962$1.20M0.00%−55,181−23.0%Reduced
Geode Capital Management, LLC448,432$2.91M0.00%−1,550−0.3%Reduced
State Street Corp473,885$3.08M0.00%−18,041−3.7%Reduced
Bizma Investimentos Ltda1,000,000$6.50M2.54%00.0%Unchanged
BlackRock Inc.1,553,729$10.1M0.00%−334,277−17.7%Reduced
Milestones Administradora de Recursos Ltda.2,000,000$13.0M6.98%00.0%Unchanged
Truxt Investmentos Ltda.4,075,479$26.5M10.17%00.0%Unchanged
Zeno Equity Partners LLP15,332,933$99.7M22.31%+780,000+5.4%Added
Dynamo Internacional Gestao de Recursos Ltda.0$00.00%−810,000−100.0%Sold out
SG Americas Securities, LLC0$00.00%−19,705−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−16,226−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−13,261−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−10,290−100.0%Sold out
GAMMA Investing LLC0$00.00%−266−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−17−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−5−100.0%Sold out