Security Snapshot

Lifevantage Corp - Common Stock, par value $0.0001 (LFVN) Institutional Ownership

CUSIP: 53222K205

13F Institutional Holders and Ownership History from Q4 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

89

Shares (Excl. Options)

5,911,758

Price

$6.24

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,644,064
Value change
-$9,432,183
Number of holders
89
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
12,606,742
SEC-reported price per share
$6.51
Insider filing price
$6.51
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • LFVN - Lifevantage Corp - Common Stock, par value $0.0001 is tracked under CUSIP 53222K205.
  • 89 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 104 to 89 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $32,770,577 to $36,888,986.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 89 institutions filings for Q2 2026.

Open SEC evidence

Security key

53222K205

Latest holder period

Q2 2026

13F holders

89

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
LFVN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CAPITAL MANAGEMENT CORP /VA 15% -22% $11,721,285 -$3,516,290 1,878,411 -23% The Capital Management Corporation 30 Jun 2026
RENAISSANCE TECHNOLOGIES LLC 5.3% $4,143,697 669,418 Renaissance Technologies LLC 01 Apr 2026
BlackRock, Inc. 1.8% -67% $1,431,656 -$3,136,417 229,432 -69% BlackRock, Inc. 30 Jun 2026

As of 30 Jun 2026, 89 institutional investors reported holding 5,911,758 shares of Lifevantage Corp - Common Stock, par value $0.0001 (LFVN). This represents 47% of the company’s total 12,606,742 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
43%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CAPITAL MANAGEMENT CORP /VA 15% 1,878,411 -23% 1.8% $11,721,285
RENAISSANCE TECHNOLOGIES LLC 5.3% 669,418 -23% 0.01% $4,177,168
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 429,203 -0.05% 0% $2,678,227
BlackRock, Inc. 2.1% 268,605 -65% 0% $1,676,094
DIMENSIONAL FUND ADVISORS LP 2% 256,296 -7.2% 0% $1,599,254
ENVESTNET ASSET MANAGEMENT INC 1.8% 229,907 +4.9% 0% $1,434,617
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.3% 169,046 0% $1,054,847
AMERICAN CENTURY COMPANIES INC 1.1% 144,386 +38% 0% $900,969
JANE STREET GROUP, LLC 1.1% 138,056 0% $861,470
GEODE CAPITAL MANAGEMENT, LLC 0.96% 120,830 -54% 0% $754,305
AQR CAPITAL MANAGEMENT LLC 0.9% 113,203 -27% 0% $706,389
GOLDMAN SACHS GROUP INC 0.88% 110,864 -40% 0% $691,791
CITADEL ADVISORS LLC 0.79% 99,791 +30% 0% $622,696
Advyzon Investment Management, LLC 0.68% 85,827 -21% 0.04% $535,561
Indivisible Partners 0.67% 84,185 -21% 0.03% $525,313
PERKINS CAPITAL MANAGEMENT INC 0.6% 75,458 0% 0.35% $470,858
MILLENNIUM MANAGEMENT LLC 0.56% 70,324 0% $438,822
MORGAN STANLEY 0.52% 65,283 -29% 0% $407,369
BARCLAYS PLC 0.51% 64,901 +6.5% 0% $404,982
VANGUARD FIDUCIARY TRUST CO 0.51% 64,238 -5% 0% $400,845
Qube Research & Technologies Ltd 0.43% 54,146 0% $337,871
STATE STREET CORP 0.42% 52,591 -69% 0% $328,168
BNP PARIBAS FINANCIAL MARKETS 0.39% 48,813 0% 0% $304,593
TUDOR INVESTMENT CORP ET AL 0.38% 47,423 0% $295,920
SummerHaven Investment Management, LLC 0.37% 46,821 0% 0.16% $292,163

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
46
Latest
Q2 2026
Rows shown
1-25 of 46
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 5,911,758 $36,888,986 -$9,432,183 $6.24 89
2026 Q1 7,585,886 $32,770,577 -$997,222 $4.32 104
2025 Q4 7,595,838 $46,839,340 -$665,027 $6.16 111
2025 Q3 7,326,454 $71,332,541 -$3,011,439 $9.73 104
2025 Q2 7,376,814 $96,472,101 +$10,926,335 $13.08 111
2025 Q1 6,443,632 $93,941,484 +$32,227,236 $14.58 105
2024 Q4 4,159,425 $72,915,758 +$6,075,331 $17.53 76
2024 Q3 3,746,090 $45,260,569 +$10,352,248 $12.08 66
2024 Q2 2,967,011 $19,045,091 +$135,193 $6.42 55
2024 Q1 2,946,762 $17,827,394 +$129,111 $6.05 52
2023 Q4 2,911,217 $17,465,762 -$692,231 $6.00 52
2023 Q3 3,001,408 $19,355,171 +$102,683 $6.45 51
2023 Q2 2,991,683 $13,411,516 +$523,344 $4.35 48
2023 Q1 2,859,878 $10,257,361 -$366,841 $3.59 43
2022 Q4 2,944,910 $10,951,676 -$578,732 $3.72 40
2022 Q3 3,097,081 $11,617,480 -$1,287,242 $3.75 43
2022 Q2 3,415,090 $14,856,655 -$1,019,965 $4.35 48
2022 Q1 3,617,069 $17,216,796 -$894,750 $4.76 45
2021 Q4 3,785,758 $23,922,168 -$3,896,024 $6.32 49
2021 Q3 4,380,103 $29,654,613 -$7,034,244 $6.77 55
2021 Q2 5,378,907 $39,533,377 -$12,931,481 $7.35 70
2021 Q1 7,025,122 $65,687,502 -$384,328 $9.35 77
2020 Q4 7,063,133 $65,836,652 -$2,421,014 $9.32 84
2020 Q3 7,173,275 $86,586,344 +$2,462,891 $12.07 86
2020 Q2 6,872,179 $92,886,208 +$2,475,011 $13.52 78
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