Among active 13F managers last quarter, 14 opened and 15 added, while 7 reduced; the largest holder to move was Citadel Advisors LLC (13× the prior stake). Over the last 180 days, 3 insiders sold and 3 insiders bought, a net -$76.2M in open-market trades.
The legs disagree, or only one of them leans.
83 tracked 13F filers disclose a position in LWAY as of the latest SEC 13F filings, a combined $131.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Divisadero Street Capital Management, LP | 1.4M | $27.2M | ▲+4.5% Added · +61K sh | Q1 2026 | |
| 2 | Citadel Advisors LLC | 930K | $27.8M | ▲13× Added · +858K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 369K | $7.1M | ▼−1.8% Reduced · −7K sh | Q1 2026 | |
| 4 | Pillsbury Lake Capital LLC | 292K | $8.7M | ▲New +292K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 278K | $5.4M | ▼−3.6% Reduced · −10K sh | Q1 2026 | |
| 6 | Tudor Investment Corp Et Al | 266K | $5.2M | ▲+63% Added · +103K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 262K | $5.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 8 | Dimensional Fund Advisors LP | 236K | $4.6M | ▲+8.8% Added · +19K sh | Q1 2026 | |
| 9 | Gamco Investors, Inc. Et Al | 215K | $4.2M | ▲+34% Added · +54K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 158K | $4.7M | ▲+16% Added · +22K sh | Q2 2026 | |
| 11 | Slotnik Capital, LLC | 157K | $3.0M | ▲+22% Added · +29K sh | Q1 2026 | |
| 12 | HBK Investments L P | 150K | $4.5M | ▲New +150K sh | Q2 2026 | |
| 13 | Marshall Wace, LLP | 132K | $2.6M | ▲+7.4% Added · +9K sh | Q1 2026 | |
| 14 | Two Sigma Investments, LP | 120K | $2.3M | ▼−5.8% Reduced · −7K sh | Q1 2026 | |
| 15 | State Street Corp | 100K | $3.0M | ▲+8.2% Added · +8K sh | Q2 2026 | |
| 16 | De Lisle Partners LLP | 61K | $1.8M | ▲+21% Added · +11K sh | Q2 2026 | |
| 17 | Bank of New York Mellon Corp | 55K | $1.1M | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 55K | $1.1M | ▲+1.7% Added · +911 sh | Q1 2026 | |
| 19 | Squarepoint Ops LLC | 47K | $900K | ▲+128% Added · +26K sh | Q1 2026 | |
| 20 | Gabelli Funds LLC | 45K | $869K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 41K | $790K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 22 | Saber Capital Managment, LLC | 39K | $1.2M | ▲New +39K sh | Q2 2026 | |
| 23 | Vanguard Portfolio Management LLC | 38K | $729K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 24 | Goldman Sachs Group Inc | 33K | $643K | ▲+19% Added · +5K sh | Q1 2026 | |
| 25 | Morgan Stanley | 30K | $578K | ▼−28% Reduced · −12K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in LWAY and 15 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 37 funds | $86.8B |
| Microsoft CorpMSFT | 36 funds | $57.2B |
| Amazon.com IncAMZN | 35 funds | $45.4B |
| Broadcom IncAVGO | 34 funds | $31.8B |
| Eli Lilly & CoLLY | 33 funds | $16.6B |
| Netflix IncNFLX | 33 funds | $10.4B |
| Unitedhealth Group IncUNH | 33 funds | $7.4B |
| Lam Research CorpLRCX | 33 funds | $6.5B |
| Freeport-McMoran IncFCX | 33 funds | $2.7B |
| Interactive Brokers Gro-CL AIBKR | 33 funds | $1.6B |
| Jabil IncJBL | 33 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 32 funds | $30.7B |
Ranked by how many of LWAY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LWAY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Smolyansky Julie | CEO, President and Secretary, Director, 10% Owner | Buy (P) | 2K | $51K |
| Aug 17, 2026 | Divisadero Street Capital Management, LP | 10% Owner | Buy (P) | 36K | $891K |
| Aug 14, 2026 | Smolyansky Edward | 10% Owner | Sell (S) 3 lots, same day | 75K | $1.9M |
| Aug 14, 2026 | Divisadero Street Capital Management, LP | 10% Owner | Buy (P) | 15K | $370K |
| Aug 13, 2026 | Divisadero Street Capital Management, LP | 10% Owner | Buy (P) | 196K | $4.9M |
| Aug 12, 2026 | Smolyansky Edward | 10% Owner | Sell (S) | 35K | $1.0M |
| Jul 22, 2026 | Smolyansky Ludmila | Insider | Sell (S) 2 lots, same day | 100K | $3.0M |
| Jul 15, 2026 | Smolyansky Edward | 10% Owner | Sell (S) 2 lots, same day | 67K | $2.1M |
| Jul 7, 2026 | Smolyansky Edward | 10% Owner | Sell (S) | 39K | $1.1M |
| Jul 6, 2026 | Smolyansky Edward | 10% Owner | Sell (S) | 8K | $238K |
| Jun 30, 2026 | Smolyansky Edward | 10% Owner | Sell (S) | 50K | $1.5M |
| Jun 29, 2026 | Smolyansky Edward | 10% Owner | Sell (S) | 15K | $438K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 27 | 22 | – |
Insiders Form 4 open-market | 3 | 3 | -$76.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LWAY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LWAY/capital-change-brief"
Use Arkolith's capital_change_brief for LWAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for LWAY. Filings are public domain, sourced to SEC EDGAR.