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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, Q4 2024

Institutional positions in Waldencast plc as of Dec 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
62
0 vs. Q3 2024
Shares held
23.1M
−119.0K (−0.5%) vs. Q3 2024
Total value
$92.9M
+$8.06M (+9.5%) vs. Q3 2024
New holders
14
23 more added
Sold out
14
12 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 62 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 heldQ4 2024: $92.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q3 2024.

Institutions holding WALD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Zeno Equity Partners LLP15,335,543$61.6M18.49%00.0%Unchanged
Milestones Administradora de Recursos Ltda.2,200,000$8.84M4.50%00.0%Unchanged
BlackRock, Inc.1,355,099$5.45M0.00%+2,341+0.2%Added
Bizma Investimentos Ltda912,423$3.67M2.19%−18,812−2.0%Reduced
Truxt Investmentos Ltda.757,700$2.95M4.77%−311,702−29.1%Reduced
State Street Corp472,273$1.90M0.00%+15,773+3.5%Added
Geode Capital Management, LLC358,835$1.44M0.00%+1,357+0.4%Added
Goldman Sachs Group Inc194,223$780.8K0.00%+66,386+51.9%Added
Amitell Capital Pte Ltd193,945$779.7K0.70%+193,945New
Northern Trust Corp167,662$674.0K0.00%+6,640+4.1%Added
Vanguard Group Inc146,893$590.5K0.00%+4,472+3.1%Added
Morgan Stanley96,841$389.3K0.00%+32,543+50.6%Added
JPMorgan Chase & Co93,561$376.1K0.00%+50,311+116.3%Added
Renaissance Technologies LLC91,800$369.0K0.00%+8,600+10.3%Added
Charles Schwab Investment Management Inc64,895$260.9K0.00%+9,130+16.4%Added
UBS Group AG62,414$250.9K0.00%+50,888+441.5%Added
Millennium Management LLC61,447$247.0K0.00%−56,322−47.8%Reduced
Bank of New York Mellon Corp54,176$217.8K0.00%−596−1.1%Reduced
Rhumbline Advisers53,479$215.0K0.00%−3,244−5.7%Reduced
Nuveen Asset Management, LLC42,770$171.9K0.00%00.0%Unchanged
Barclays PLC37,342$150.1K0.00%+4,906+15.1%Added
Bank of America Corp28,941$116.3K0.00%+1,227+4.4%Added
Savant Capital, LLC27,843$111.9K0.00%+1,146+4.3%Added
Catalina Capital Group, LLC27,102$109.0K0.04%+11,154+69.9%Added
Citigroup Inc19,191$77.1K0.00%+1,406+7.9%Added
XTX Topco Ltd17,314$69.6K0.01%+17,314New
Bleakley Financial Group, LLC17,064$68.6K0.00%−9,233−35.1%Reduced
Squarepoint Ops LLC16,600$66.7K0.00%−78,847−82.6%Reduced
Citadel Advisors LLC16,065$64.6K0.00%+16,065New
Wells Fargo & Company14,571$58.6K0.00%+3,358+29.9%Added
Mirae Asset Global ETFs Holdings Ltd.14,021$56.4K0.00%+608+4.5%Added
Ethic Inc.13,914$55.9K0.00%+13,914New
Mariner, LLC13,394$53.8K0.00%−79−0.6%Reduced
McAdam, LLC12,489$50.2K0.00%−4,535−26.6%Reduced
Corebridge Financial, Inc.12,343$49.6K0.00%−716−5.5%Reduced
Alliancebernstein L.P.12,210$49.1K0.00%00.0%Unchanged
Deutsche Bank AG11,864$47.7K0.00%00.0%Unchanged
Stonebrook Private Inc.11,858$47.7K0.01%+11,858New
Intech Investment Management LLC11,712$47.1K0.00%+11,712New
New York State Common Retirement Fund10,946$44.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP10,608$42.6K0.00%+10,608New
SG Americas Securities, LLC10,324$42.0K0.00%+10,324New
State Board of Administration of Florida Retirement System10,290$41.4K0.00%00.0%Unchanged
FMR LLC5,805$23.3K0.00%+230+4.1%Added
Royal Bank of Canada5,031$21.0K0.00%+1,101+28.0%Added
BNP Paribas Arbitrage, SA4,080$16.4K0.00%+4,080New
Ameritas Investment Partners, Inc.3,615$14.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,520$10.1K0.00%−3,054−54.8%Reduced
Legal & General Group Plc2,215$8.93K0.00%00.0%Unchanged
Wolverine Asset Management LLC2,052$8.25K0.00%00.0%Unchanged
California State Teachers Retirement System1,770$7.12K0.00%00.0%Unchanged
Amalgamated Bank1,230$5.00K0.00%00.0%Unchanged
Sterling Capital Management LLC830$3.34K0.00%+752+964.1%Added
CWM, LLC548$2.00K0.00%+185+51.0%Added
Advisor Group Holdings, Inc.388$1.56K0.00%−682−63.7%Reduced
Fortitude Family Office, LLC253$1.02K0.00%+253New
The PNC Financial Services Group, Inc.90$3620.00%+90New
CoreCap Advisors, LLC76$3060.00%+76New
DuPont Capital Management Corp4$160.00%00.0%Unchanged
SBI Securities Co., Ltd.1$40.00%+1New
Covestor Ltd26$00.00%+1+4.0%Added
IFP Advisors, Inc16––+16New
Simplicity Wealth,LLC0$00.00%−77,080−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−45,613−100.0%Sold out
Jane Street Group, LLC0$00.00%−24,853−100.0%Sold out
TownSquare Capital, LLC0$00.00%−16,473−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−14,104−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−6,854−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−5,672−100.0%Sold out
STRS Ohio0$00.00%−3,900−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−642−100.0%Sold out
Bessemer Group Inc0$00.00%−275−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−143−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−140−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−103−100.0%Sold out
Rothschild Investment LLC0$00.00%−60−100.0%Sold out
Alera Investment Advisors, LLC––––Not filed