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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 2024

Institutional positions in Waldencast plc as of Jun 30, 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
58
+4 vs. Q1 2024
Shares held
24.6M
−1.44M (−5.6%) vs. Q1 2024
Total value
$88.1M
−$80.9M (−47.9%) vs. Q1 2024
New holders
18
9 more added
Sold out
14
20 more reduced

Compare with Q1 2024: 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 2024: 58 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 2024: $88.1M
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 2024

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q1 2024.

Institutions holding WALD in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Zeno Equity Partners LLP15,332,933$55.0M14.77%00.0%Unchanged
Truxt Investmentos Ltda.2,913,877$10.5M6.66%−1,161,602−28.5%Reduced
Milestones Administradora de Recursos Ltda.2,000,000$7.18M3.02%00.0%Unchanged
BlackRock Inc.1,383,655$4.97M0.00%−170,074−10.9%Reduced
Bizma Investimentos Ltda999,000$3.59M1.52%−1,000−0.1%Reduced
State Street Corp461,546$1.66M0.00%−12,339−2.6%Reduced
Geode Capital Management, LLC354,700$1.27M0.00%−93,732−20.9%Reduced
Northern Trust Corp172,566$619.5K0.00%−12,396−6.7%Reduced
Vanguard Group Inc120,633$433.1K0.00%−16,876−12.3%Reduced
Goldman Sachs Group Inc80,804$290.1K0.00%+61,272+313.7%Added
Bank of New York Mellon Corp67,787$243.4K0.00%−5,262−7.2%Reduced
Renaissance Technologies LLC66,500$238.7K0.00%+66,500New
Charles Schwab Investment Management Inc63,202$226.9K0.00%00.0%Unchanged
Jane Street Group, LLC43,689$156.8K0.00%+31,123+247.7%Added
Nuveen Asset Management, LLC42,770$153.5K0.00%00.0%Unchanged
Rhumbline Advisers37,408$134.3K0.00%−964−2.5%Reduced
Millennium Management LLC28,738$103.2K0.00%+2,584+9.9%Added
JPMorgan Chase & Co28,447$102.1K0.00%−26,961−48.7%Reduced
Bank of America Corp27,083$97.2K0.00%−10,976−28.8%Reduced
Morgan Stanley26,002$93.3K0.00%−19,592−43.0%Reduced
HRT Financial LP25,710$92.0K0.00%+25,710New
Cubist Systematic Strategies, LLC23,570$84.6K0.00%+23,570New
UBS Group AG17,565$63.1K0.00%−12,384−41.4%Reduced
Squarepoint Ops LLC16,280$58.4K0.00%+16,280New
TownSquare Capital, LLC16,139$57.9K0.00%+16,139New
Bleakley Financial Group, LLC15,009$53.9K0.00%−6,844−31.3%Reduced
Simplicity Wealth,LLC14,932$53.6K0.00%−6,921−31.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.14,643$52.6K0.00%+14,643New
Corebridge Financial, Inc.13,140$47.2K0.00%+13,140New
Alera Investment Advisors, LLC12,460$44.7K0.01%+12,460New
Virtu Financial LLC12,233$44.0K0.00%+12,233New
Deutsche Bank AG11,864$42.6K0.00%−2,841−19.3%Reduced
New York State Common Retirement Fund10,946$39.3K0.00%−60−0.5%Reduced
Wells Fargo & Company10,731$38.5K0.00%+1,111+11.5%Added
Voya Investment Management LLC10,614$38.1K0.00%00.0%Unchanged
Marshall Wace, LLP10,348$37.1K0.00%+10,348New
State Board of Administration of Florida Retirement System10,290$36.9K0.00%+10,290New
Alliancebernstein L.P.10,180$36.5K0.00%+10,180New
Tower Research Capital LLC (TRC)8,371$30.1K0.00%+7,431+790.5%Added
Barclays PLC8,081$29.0K0.00%−16,006−66.5%Reduced
Citigroup Inc5,482$19.7K0.00%−2,385−30.3%Reduced
STRS Ohio3,900$14.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,615$13.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,455$8.81K0.00%+2,455New
Point72 (DIFC) Ltd2,309$8.29K0.00%+2,309New
Royal Bank of Canada2,309$8.00K0.00%+1,673+263.1%Added
Legal & General Group Plc2,215$7.92K0.00%00.0%Unchanged
California State Teachers Retirement System1,770$6.35K0.00%−1,028−36.7%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,740$6.25K0.00%+1,740New
Amalgamated Bank1,230$4.00K0.00%00.0%Unchanged
Wolverine Asset Management LLC1,000$3.59K0.00%+1,000New
FMR LLC864$3.10K0.00%+130+17.7%Added
Macquarie Group Ltd172$6170.00%+172New
SRS Capital Advisors, Inc.103$3700.00%+103New
Nisa Investment Advisors, LLC85$3050.00%+74+672.7%Added
DuPont Capital Management Corp4$140.00%00.0%Unchanged
CWM, LLC91$00.00%+88+2,933.3%Added
Covestor Ltd10$00.00%00.0%Unchanged
Mariner, LLC0$00.00%−72,614−100.0%Sold out
HSBC Holdings PLC0$00.00%−18,996−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−21,149−100.0%Sold out
MetLife Investment Management0$00.00%−20,208−100.0%Sold out
American International Group, Inc.0$00.00%−13,716−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−12,987−100.0%Sold out
Invesco Ltd.0$00.00%−11,403−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−11,341−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−11,341−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−11,301−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−2,230−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−708−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−203−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−6−100.0%Sold out