WALD

Waldencast PLC-A
MaterialsUSCUSIP G9503X103◍ Confluence graph
Tracked 13F Holders
62
-36 QoQ
13F Value (tracked)
$33.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
4
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)15 adding · 3 trimming
Insider net (180d)$0

Who owns WALD?

62 tracked 13F filers

62 tracked 13F filers disclose a position in WALD as of the latest SEC 13F filings, a combined $33.4M 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Zeno Equity Partners LLP
$21.6M
12.3M
Held
Q2 2026
2Milestones Administradora de Recursos Ltda.
$4.3M
2.4M
Held
Q2 2026
3BlackRock, Inc.
$1.9M
2.0M
−1.7%
Reduced · −34K sh
Q1 2026
4Stoic Point Capital Management LLC
$2.8M
1.6M
−1.5%
Reduced · −24K sh
Q2 2026
5Schonfeld Strategic Advisors LLC
$813K
462K
New
+462K sh
Q2 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$266K
280K
First observed position
No prior filed position
Q1 2026
7NORTHERN TRUST CORP
$234K
247K
+17%
Added · +36K sh
Q1 2026
8GOLDMAN SACHS GROUP INC
$162K
171K
+97%
Added · +84K sh
Q1 2026
9Aster Capital Management
$233K
132K
New
+132K sh
Q2 2026
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$101K
106K
−0.1%
Reduced · −56 sh
Q1 2026
11Bank of New York Mellon Corp
$101K
106K
+11%
Added · +11K sh
Q1 2026
12UBS Group AG
$79K
83K
−11%
Reduced · −10K sh
Q1 2026
13SmartHarvest Portfolios, LLC
$114K
65K
New
+65K sh
Q2 2026
14Nuveen, LLC
$54K
57K
Held
Q1 2026
15RHUMBLINE ADVISERS
$52K
54K
+0.2%
Added · +101 sh
Q1 2026
16GEODE CAPITAL MANAGEMENT, LLC
$93K
53K
−92%
Reduced · −594K sh
Q2 2026
17AQR CAPITAL MANAGEMENT LLC
$47K
49K
+103%
Added · +25K sh
Q1 2026
18DEUTSCHE BANK AG\
$41K
43K
Held
Q1 2026
19BANK OF AMERICA CORP /DE/
$40K
43K
+32%
Added · +10K sh
Q1 2026
20Fortis Capital Advisors, LLC
$74K
42K
New
+42K sh
Q2 2026
21MORGAN STANLEY
$29K
31K
−79%
Reduced · −114K sh
Q1 2026
22IEQ CAPITAL, LLC
$53K
30K
New
+30K sh
Q2 2026
23PRICE T ROWE ASSOCIATES INC /MD/
$21K
21K
Held
Q1 2026
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$20K
21K
+2.8%
Added · +556 sh
Q1 2026
25JPMORGAN CHASE & CO
$19K
20K
−58%
Reduced · −28K 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.

Is WALD being bought or sold by institutions?

Last quarter, 8 funds opened a new position in WALD and 7 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
7
funds
Reduced
3
funds
Exited
0
funds

Funds that own WALD also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN24 funds$55.0B
VISA INC-CLASS A SHARESV24 funds$22.3B
NVIDIA CORPNVDA23 funds$120.1B
ALPHABET INC-CL AGOOGL23 funds$40.0B
ADVANCED MICRO DEVICESAMD23 funds$8.7B
LINDE PLCLIN23 funds$8.3B
CHEVRON CORPCVX23 funds$7.3B
APPLE INCAAPL22 funds$91.7B
MICROSOFT CORPMSFT22 funds$83.5B
ELI LILLY & COLLY22 funds$24.4B
MASTERCARD INC - AMA22 funds$16.2B
JPMORGAN CHASE & COJPM22 funds$15.7B

Ranked by how many of WALD's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

24 funds-19 since Q3 2024
03060Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $30.1M

Share classes

Class13F holdersValue held
WALDthis pagecs62 funds$33.4M
WALDWWARRANTS14 funds$389K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

4 shown

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Connected entities for WALD

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Ask your agent what changed in WALD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WALD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WALD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WALD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.