WALDENCAST PLC-A WALD

US Other Perfumes, Cosmetics & Other Toilet Preparations
$1.68
-3.4%
52w: $0.76 – $3.08

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
0.761.923.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
67
+1 QoQ
13F value
$20.4M
-49.0% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$262K calls / — puts

Institutional value by quarter

$176.1M
Q1 2024
$88.2M
Q2 2024
$85.1M
Q3 2024
$92.9M
Q4 2024
$65.8M
Q1 2025
$56.9M
Q2 2025
$40.1M
Q3 2025
$39.9M
Q4 2025
$20.4M
Q1 2026

Number of holders

55
Q1 2024
59
Q2 2024
64
Q3 2024
63
Q4 2024
57
Q1 2025
56
Q2 2025
61
Q3 2025
66
Q4 2025
67
Q1 2026

Who owns WALD?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Zeno Equity Partners LLP ★3Fundamental concentrated12.3M$11.6M4.7%Held
Milestones Administradora de Recursos Ltda. ★3Fundamental concentrated2.4M$2.3M0.6%Held
BlackRock, Inc. Index provider2.0M$1.9M0.0%-1.7%
Stoic Point Capital Management LLC ★2Fundamental diversified1.6M$1.6M1.5%+17.1%
GEODE CAPITAL MANAGEMENT, LLC Index provider647.3K$615K0.0%+6.7%
STATE STREET CORP Index provider547.1K$520K0.0%+4.0%
Beartown Capital Management, LLC ★2Fundamental concentrated300.0K$285K0.2%Held
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical280.1K$266K0.0%
NORTHERN TRUST CORP Index provider246.9K$234K0.0%+17.3%
GOLDMAN SACHS GROUP INC Bank broker171.0K$162K0.0%+96.5%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider106.2K$101K0.0%-0.1%
Bank of New York Mellon Corp Diversified mechanical106.1K$101K0.0%+11.2%
UBS Group AG Bank broker83.0K$79K0.0%-11.2%
Nuveen, LLC Diversified mechanical56.6K$54K0.0%Held
RHUMBLINE ADVISERS Diversified mechanical54.2K$52K0.0%+0.2%
AQR CAPITAL MANAGEMENT LLC Quant stat arb49.2K$47K0.0%+103.2%
DEUTSCHE BANK AG\ Bank broker43.2K$41K0.0%Held
BANK OF AMERICA CORP /DE/ Bank broker42.7K$40K0.0%+32.2%
ALLIANCEBERNSTEIN L.P. Long only active16.5K$31K0.0%Held
MORGAN STANLEY Bank broker30.7K$29K0.0%-78.8%
CIBC Asset Management Inc Diversified mechanical24.6K$23K0.0%Held
Covestor Ltd Diversified mechanical24.7K$23K0.0%-0.1%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical21.2K$21K0.0%Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Index provider20.8K$20K0.0%+2.8%
JPMORGAN CHASE & CO Bank broker20.4K$19K0.0%-57.8%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical18.6K$18K0.0%
WELLS FARGO & COMPANY/MN Bank broker18.3K$17K0.0%-61.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker17.0K$16K0.0%New
Simplicity Wealth,LLC Wealth advisor17.0K$16K0.0%-38.7%
Tower Research Capital LLC (TRC) Market maker16.7K$16K0.0%+213.2%
BNP PARIBAS FINANCIAL MARKETS Bank broker15.6K$15K0.0%+54.7%
INTECH INVESTMENT MANAGEMENT LLC Diversified mechanical13.0K$12K0.0%-34.0%
BARCLAYS PLC Bank broker11.6K$11K0.0%-82.6%
Invesco Ltd. Index provider11.4K$11K0.0%-7.6%
NEW YORK STATE COMMON RETIREMENT FUND Diversified mechanical10.9K$10K0.0%Held
Police & Firemen's Retirement System of New Jersey Diversified mechanical10.6K$10K0.0%Held
CAPSTONE WEALTH MANAGEMENT GROUP, LLC Wealth advisor10.0K$9K0.0%Held
Steward Partners Investment Advisory, LLC Diversified mechanical7.5K$7K0.0%Held
ROYAL BANK OF CANADA Bank broker7.0K$6K0.0%+92.0%
EverSource Wealth Advisors, LLC Wealth advisor6.1K$6K0.0%+169.6%
Legal & General Group Plc Diversified mechanical3.9K$4K0.0%Held
Russell Investments Group, Ltd. Diversified mechanical3.8K$4K0.0%-34.2%
Ameritas Investment Partners, Inc. Diversified mechanical3.6K$3K0.0%Held
FMR LLC Long only active2.8K$3K0.0%-78.5%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension sovereign2.3K$2K0.0%-12.0%
CITIGROUP INC Bank broker2.2K$2K0.0%+134.2%
WOLVERINE ASSET MANAGEMENT LLC Market maker2.1K$2K0.0%Held
CWM, LLC Wealth advisor1.9K$2K0.0%+10.2%
Sterling Capital Management LLC Diversified mechanical1.7K$2K0.0%-40.2%
PNC FINANCIAL SERVICES GROUP, INC. Diversified mechanical990$9410.0%+190.3%

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