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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 2024

Institutional positions in Waldencast plc as of Sep 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
63
+6 vs. Q2 2024
Shares held
23.3M
+107.0K (+0.5%) vs. Q2 2024
Total value
$84.9M
+$1.75M (+2.1%) vs. Q2 2024
New holders
11
27 more added
Sold out
5
14 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 63 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 2024: $84.9M
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 2024

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q2 2024.

Institutions holding WALD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Zeno Equity Partners LLP15,335,543$55.8M15.59%+2,6100.0%Added
Milestones Administradora de Recursos Ltda.2,200,000$8.01M3.19%+200,000+10.0%Added
BlackRock, Inc.1,352,758$4.92M0.00%+1,352,758New
Truxt Investmentos Ltda.1,069,402$3.89M2.62%−1,844,475−63.3%Reduced
Bizma Investimentos Ltda931,235$3.59M1.37%−67,765−6.8%Reduced
State Street Corp456,500$1.66M0.00%−5,046−1.1%Reduced
Geode Capital Management, LLC357,478$1.30M0.00%+2,778+0.8%Added
Northern Trust Corp161,022$586.1K0.00%−11,544−6.7%Reduced
Vanguard Group Inc142,421$518.4K0.00%+21,788+18.1%Added
Goldman Sachs Group Inc127,837$465.3K0.00%+47,033+58.2%Added
Millennium Management LLC117,769$428.7K0.00%+89,031+309.8%Added
Squarepoint Ops LLC95,447$347.4K0.00%+79,167+486.3%Added
Renaissance Technologies LLC83,200$302.8K0.00%+16,700+25.1%Added
Simplicity Wealth,LLC77,080$280.6K0.03%+62,148+416.2%Added
Morgan Stanley64,298$234.0K0.00%+38,296+147.3%Added
Rhumbline Advisers56,723$206.5K0.00%+19,315+51.6%Added
Charles Schwab Investment Management Inc55,765$203.0K0.00%−7,437−11.8%Reduced
Bank of New York Mellon Corp54,772$199.4K0.00%−13,015−19.2%Reduced
ExodusPoint Capital Management, LP45,613$166.0K0.00%+45,613New
JPMorgan Chase & Co43,250$157.4K0.00%+14,803+52.0%Added
Nuveen Asset Management, LLC42,770$155.7K0.00%00.0%Unchanged
Alera Investment Advisors, LLC33,654$122.5K0.01%+21,194+170.1%Added
Barclays PLC32,436$118.1K0.00%+24,355+301.4%Added
Bank of America Corp27,714$100.9K0.00%+631+2.3%Added
Savant Capital, LLC26,697$97.2K0.00%+26,697New
Bleakley Financial Group, LLC26,297$95.7K0.00%+11,288+75.2%Added
Jane Street Group, LLC24,853$90.5K0.00%−18,836−43.1%Reduced
Citigroup Inc17,785$64.7K0.00%+12,303+224.4%Added
McAdam, LLC17,024$62.0K0.00%+17,024New
TownSquare Capital, LLC16,473$60.0K0.00%+334+2.1%Added
Catalina Capital Group, LLC15,948$58.1K0.02%+15,948New
Sherbrooke Park Advisers LLC14,104$51.3K0.01%+14,104New
Mariner, LLC13,473$49.0K0.00%+13,473New
Mirae Asset Global ETFs Holdings Ltd.13,413$48.8K0.00%−1,230−8.4%Reduced
Corebridge Financial, Inc.13,059$47.5K0.00%−81−0.6%Reduced
Alliancebernstein L.P.12,210$44.4K0.00%+2,030+19.9%Added
Deutsche Bank AG11,864$43.2K0.00%00.0%Unchanged
UBS Group AG11,526$42.0K0.00%−6,039−34.4%Reduced
Wells Fargo & Company11,213$40.8K0.00%+482+4.5%Added
New York State Common Retirement Fund10,946$39.8K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System10,290$37.5K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.6,854$24.9K0.00%+5,114+293.9%Added
Cubist Systematic Strategies, LLC5,672$20.6K0.00%−17,898−75.9%Reduced
FMR LLC5,575$20.3K0.00%+4,711+545.3%Added
Tower Research Capital LLC (TRC)5,574$20.3K0.00%−2,797−33.4%Reduced
Royal Bank of Canada3,930$15.0K0.00%+1,621+70.2%Added
STRS Ohio3,900$14.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,615$13.2K0.00%00.0%Unchanged
Legal & General Group Plc2,215$8.07K0.00%00.0%Unchanged
Wolverine Asset Management LLC2,052$7.47K0.00%+1,052+105.2%Added
California State Teachers Retirement System1,770$6.44K0.00%00.0%Unchanged
Amalgamated Bank1,230$4.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,070$3.90K0.00%−1,385−56.4%Reduced
Point72 (DIFC) Ltd642$2.34K0.00%−1,667−72.2%Reduced
CWM, LLC363$1.00K0.00%+272+298.9%Added
Bessemer Group Inc275$1.00K0.00%+275New
Capital Performance Advisors LLP143$5210.00%+143New
Nisa Investment Advisors, LLC140$5100.00%+55+64.7%Added
SRS Capital Advisors, Inc.103$3750.00%00.0%Unchanged
Sterling Capital Management LLC78$2840.00%+78New
Rothschild Investment LLC60$2180.00%+60New
DuPont Capital Management Corp4$150.00%00.0%Unchanged
Covestor Ltd25$00.00%+15+150.0%Added
HRT Financial LP0$00.00%−25,710−100.0%Sold out
Virtu Financial LLC0$00.00%−12,233−100.0%Sold out
Voya Investment Management LLC0$00.00%−10,614−100.0%Sold out
Marshall Wace, LLP0$00.00%−10,348−100.0%Sold out
Macquarie Group Ltd0$00.00%−172−100.0%Sold out
BlackRock Inc.––––Not filed