Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WALD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Zeno Equity Partners LLP | 12.3M | $11.6M | 0.0% | 11.210% | 4.72% |
| 2 | Milestones Administradora de Recursos Ltda. | 2.4M | $2.3M | 0.0% | 2.219% | 0.60% |
| 3 | BlackRock, Inc. | 2.0M | $1.9M | -1.7% | 1.817% | 0.00% |
| 4 | Stoic Point Capital Management LLC | 1.6M | $1.6M | +17.1% | 1.498% | 1.53% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 647K | $615K | +6.7% | 0.592% | 0.00% |
| 6 | STATE STREET CORP | 547K | $520K | +4.0% | 0.501% | 0.00% |
| 7 | Beartown Capital Management, LLC | 300K | $285K | 0.0% | 0.275% | 0.21% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 280K | $266K | — | 0.256% | 0.00% |
| 9 | NORTHERN TRUST CORP | 247K | $234K | +17.3% | 0.226% | 0.00% |
| 10 | EverSource Wealth Advisors, LLC | 12K | $163K | +427.9% | 0.011% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 171K | $162K | +96.5% | 0.156% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 106K | $101K | -0.1% | 0.097% | 0.00% |
| 13 | Bank of New York Mellon Corp | 106K | $101K | +11.3% | 0.097% | 0.00% |
| 14 | UBS Group AG | 83K | $79K | -11.2% | 0.076% | 0.00% |
| 15 | Nuveen, LLC | 57K | $54K | 0.0% | 0.052% | 0.00% |
| 16 | RHUMBLINE ADVISERS | 54K | $52K | +0.2% | 0.050% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 49K | $47K | +103.2% | 0.045% | 0.00% |
| 18 | DEUTSCHE BANK AG\ | 43K | $41K | 0.0% | 0.040% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 43K | $40K | +32.2% | 0.039% | 0.00% |
| 20 | ALLIANCEBERNSTEIN L.P. | 17K | $31K | 0.0% | 0.015% | 0.00% |
| 21 | MORGAN STANLEY | 31K | $29K | -78.8% | 0.028% | 0.00% |
| 22 | CIBC Asset Management Inc | 25K | $23K | 0.0% | 0.022% | 0.00% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 21K | $20K | +2.8% | 0.019% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 19K | $18K | — | 0.017% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 18K | $17K | -61.5% | 0.017% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WALD — a direct measure of their conviction.
Filings activity in WALD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 64 | 1.5% | 10.06% | 9.52 pp | $20M | 49% |
| Q4 2025 | 65 | +12% | 19.58% | 0.04 pp | $40M | 0.2% |
| Q3 2025 | 58 | +3.6% | 19.62% | 8.20 pp | $40M | 29% |
| Q2 2025 | 56 | 1.8% | 27.82% | 4.49 pp | $57M | 14% |
| Q1 2025 | 57 | 9.5% | 32.31% | 13.25 pp | $66M | 29% |
| Q4 2024 | 63 | 1.6% | 45.56% | +3.95 pp | $93M | +9.5% |
| Q3 2024 | 64 | +8.5% | 41.61% | 1.65 pp | $85M | 3.8% |
| Q2 2024 | 59 | — | 43.26% | — | $88M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WALD stock.
Based on Q1 2026 13F filings, institutional ownership of Waldencast plc stands at 10.1%, held across 64 reporting institutions.
Zeno Equity Partners LLP is the largest reported institutional holder of WALD, with approximately 12,252,580 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WALD.
Our composite Smart Money Score for WALD is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
9 institutions opened new positions in WALD during Q1 2026, while 10 fully exited. 9 added to existing positions and 45 trimmed.
WALD institutional ownership fell by 9.52 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 95.2% of all reported 13F value in WALD, and the top 25 account for 99.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Waldencast plc (WALD) Institutional Ownership