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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 2025

Institutional positions in Waldencast plc as of Dec 31, 2025. 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
66
+5 vs. Q3 2025
Shares held
21.2M
+1.04M (+5.1%) vs. Q3 2025
Total value
$39.9M
−$71.0K (−0.2%) vs. Q3 2025
New holders
10
20 more added
Sold out
5
19 more reduced

Compare with Q3 2025: 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 2025: 66 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 2025: $39.9M
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 2025

Shares, value and share of portfolio for each institution holding Waldencast plc; share changes are against Q3 2025.

Institutions holding WALD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$20.00%00.0%Unchanged
Rothschild Investment LLC1$20.00%+1New
Sunbelt Securities, Inc.3$60.00%+3New
DuPont Capital Management Corp4$80.00%00.0%Unchanged
IFP Advisors, Inc11$210.00%−3−21.4%Reduced
Essential Partners LLC12$230.00%+10+500.0%Added
Allworth Financial LP39$740.00%+5+14.7%Added
CoreCap Advisors, LLC181$3400.00%00.0%Unchanged
Private Wealth Management Group, LLC235$4420.00%−139−37.2%Reduced
The PNC Financial Services Group, Inc.341$6410.00%−245−41.8%Reduced
Nisa Investment Advisors, LLC432$8120.00%+304+237.5%Added
Optiver Holding B.V.564$1.06K0.00%00.0%Unchanged
GAMMA Investing LLC583$1.10K0.00%+583New
Citigroup Inc958$1.80K0.00%+433+82.5%Added
CWM, LLC1,747$3.00K0.00%−243−12.2%Reduced
Amalgamated Bank1,330$3.00K0.00%+100+8.1%Added
Wolverine Asset Management LLC2,052$3.86K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC2,272$4.27K0.00%−995−30.5%Reduced
California State Teachers Retirement System2,604$4.90K0.00%−51−1.9%Reduced
Sterling Capital Management LLC2,922$5.49K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,615$6.80K0.00%00.0%Unchanged
Royal Bank of Canada3,647$7.00K0.00%+2,789+325.1%Added
Legal & General Group Plc3,853$7.22K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,328$10.0K0.00%−151−2.8%Reduced
Russell Investments Group, Ltd.5,814$10.9K0.00%+2,306+65.7%Added
Steward Partners Investment Advisory, LLC7,500$14.1K0.00%00.0%Unchanged
Capstone Wealth Management Group, LLC10,000$18.8K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA10,061$18.9K0.00%−828−7.6%Reduced
Citadel Advisors LLC10,484$19.7K0.00%+10,484New
Police & Firemen's Retirement System of New Jersey10,629$20.0K0.00%00.0%Unchanged
Keel Point, LLC10,736$20.2K0.00%+10,736New
Abel Hall, LLC10,864$20.4K0.00%+10,864New
New York State Common Retirement Fund10,946$20.6K0.00%00.0%Unchanged
Invesco Ltd.12,294$23.1K0.00%+100+0.8%Added
SmartHarvest Portfolios, LLC12,620$23.7K0.01%+12,620New
FMR LLC13,020$24.5K0.00%+9,954+324.7%Added
Alliancebernstein L.P.16,510$31.0K0.00%00.0%Unchanged
McAdam, LLC17,750$33.4K0.00%−45,264−71.8%Reduced
Intech Investment Management LLC19,642$36.9K0.00%−2,025−9.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.20,204$38.0K0.00%+616+3.1%Added
Price T Rowe Associates Inc21,225$40.0K0.00%00.0%Unchanged
AQR Capital Management LLC24,222$45.5K0.00%−3,431−12.4%Reduced
Covestor Ltd24,703$46.0K0.02%−10.0%Reduced
CIBC Asset Management Inc24,642$46.3K0.00%+24,642New
Simplicity Wealth,LLC27,691$52.1K0.00%−8,404−23.3%Reduced
Bank of America Corp32,280$60.7K0.00%+16,136+100.0%Added
Deutsche Bank AG43,205$81.2K0.00%+31,341+264.2%Added
Wells Fargo & Company47,484$89.3K0.00%+15,014+46.2%Added
JPMorgan Chase & Co48,434$91.1K0.00%−9,268−16.1%Reduced
Rhumbline Advisers54,135$101.8K0.00%−3,757−6.5%Reduced
Nuveen, LLC56,635$106.5K0.00%00.0%Unchanged
Barclays PLC66,337$124.7K0.00%+6,587+11.0%Added
Goldman Sachs Group Inc87,015$163.6K0.00%+38,749+80.3%Added
UBS Group AG93,371$175.5K0.00%−745,165−88.9%Reduced
Bank of New York Mellon Corp95,384$179.3K0.00%−644−0.7%Reduced
Charles Schwab Investment Management Inc106,224$199.7K0.00%+320.0%Added
Morgan Stanley144,568$271.8K0.00%+8,238+6.0%Added
Northern Trust Corp210,446$395.6K0.00%−39,112−15.7%Reduced
Vanguard Group Inc255,616$480.6K0.00%+6,484+2.6%Added
Beartown Capital Management, LLC300,000$564.0K0.44%+300,000New
State Street Corp526,309$989.5K0.00%−3,287−0.6%Reduced
Geode Capital Management, LLC606,666$1.14M0.00%+4,197+0.7%Added
Stoic Point Capital Management LLC1,398,010$2.63M2.23%+1,398,010New
BlackRock, Inc.2,020,237$3.80M0.00%+28,383+1.4%Added
Milestones Administradora de Recursos Ltda.2,425,677$4.56M1.51%00.0%Unchanged
Zeno Equity Partners LLP12,252,580$23.0M9.55%00.0%Unchanged
Squarepoint Ops LLC0$00.00%−39,311−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−604−100.0%Sold out
Versant Capital Management, Inc0$00.00%−157−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−30−100.0%Sold out
True Wealth Design, LLC0$00.00%−5−100.0%Sold out