Waldencast plc (WALD) Institutional Ownership

Ownership Summary

A total of 60 institutions have reported a stake in Waldencast plc (NASDAQ:WALD) as of September 2025, according to recent 13F filings with the SEC.

• These investors collectively held 16.5% of the company's total shares outstanding in September 2025, down from 18.9% in June 2025.
• The company experienced a -8.67% quarterly change in institutional shares held, alongside a decrease of 4.76% in total owners annually.
• Among the 60 institutional holders of Waldencast, 34 added to their stakes while 15 trimmed their positions and 11 held steady.
• The total number of shares held by institutions in Waldencast decreased to 20.19Mn as of September 2025, a net change of down by 1.92Mn shares quarter on quarter, and down 3.09Mn shares year over year.
• Zeno Equity Partners LLP's holding of 12.25Mn shares as of September 30, 2025 makes it the primary institutional investor in Waldencast, owning 9.99% of the stock.
• Among the most significant buyers of Waldencast during September 2025 were UBS Group AG (690.44K), Milestones Administradora de Recursos Ltda. (225.68K), BlackRock, Inc. (104.20K), MORGAN STANLEY (60.16K), STATE STREET CORP (59.40K).
• Leading sellers of Waldencast stock in September 2025 included Zeno Equity Partners LLP (3.08Mn), Simplicity Wealth,LLC (81.05K), RHUMBLINE ADVISERS (18.77K), VANGUARD GROUP INC (14.66K), BARCLAYS PLC (14.28K).
• The top 10 institutional holders of Waldencast for the quarter ending September 2025 included Zeno Equity Partners LLP (12.25Mn), Milestones Administradora de Recursos Ltda. (2.43Mn), BlackRock, Inc. (1.99Mn), UBS Group AG (838.54K), GEODE CAPITAL MANAGEMENT, LLC (602.47K), STATE STREET CORP (529.60K), NORTHERN TRUST CORP (249.56K), VANGUARD GROUP INC (249.13K), MORGAN STANLEY (136.33K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (106.19K).