Waldencast plc - Class A ordinary shares, par value $0.0001 per share (WALD) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2022 to Q4 2025

Type / Class
Equity / Class A ordinary shares, par value $0.0001 per share
Symbol
WALD on Nasdaq
Shares outstanding
114,970,475
Price per share
$1.88
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,187,848
Total reported value
$39,972,800
% of total 13F portfolios
0%
Share change
-3,037,287
Value change
-$6,549,688
Number of holders
60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Waldencast plc - Class A ordinary shares, par value $0.0001 per share (WALD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Zeno Equity Partners LLP 14% $43,549,181 17,145,347 Zeno Equity Partners LLP 29 Jul 2025
Waldencast Long-Term Capital LLC 11% $34,009,612 12,412,267 Waldencast Long-Term Capital LLC 19 Nov 2024
FVF Participacoes Ltda 6.1% $13,465,342 7,013,199 FVF PARTICIPACOES LTDA. 15 Aug 2025
Fitpart Fund Administration Services Ltd. 4.4% -57% $10,013,022 -$14,716,742 5,006,511 -60% Fitpart Fund Administration Services Ltd. 15 Aug 2025

As of 30 Sep 2025, 60 institutional investors reported holding 20,187,848 shares of Waldencast plc - Class A ordinary shares, par value $0.0001 per share (WALD). This represents 18% of the company’s total 114,970,475 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Waldencast plc - Class A ordinary shares, par value $0.0001 per share (WALD) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Zeno Equity Partners LLP 11% 12,252,580 -20% 11% $24,260,108
Milestones Administradora de Recursos Ltda. 2.1% 2,425,677 +10% 1.7% $4,802,840
BlackRock, Inc. 1.7% 1,991,854 +5.5% 0% $3,943,872
UBS Group AG 0.73% 838,536 +466% 0% $1,660,301
GEODE CAPITAL MANAGEMENT, LLC 0.52% 602,469 +2.7% 0% $1,192,888
STATE STREET CORP 0.46% 529,596 +13% 0% $1,048,600
NORTHERN TRUST CORP 0.22% 249,558 +2.6% 0% $494,125
VANGUARD GROUP INC 0.22% 249,132 -5.6% 0% $493,281
MORGAN STANLEY 0.12% 136,330 +79% 0% $269,933
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% 106,192 +0.04% 0% $210,260
Bank of New York Mellon Corp 0.08% 96,028 +12% 0% $190,136
McAdam, LLC 0.05% 63,014 +175% 0.01% $124,768
BARCLAYS PLC 0.05% 59,750 -19% 0% $118,305
RHUMBLINE ADVISERS 0.05% 57,892 -24% 0% $114,618
JPMORGAN CHASE & CO 0.05% 57,702 +13% 0% $114,250
Nuveen, LLC 0.05% 56,635 0% 0% $112,137
GOLDMAN SACHS GROUP INC 0.04% 48,266 -19% 0% $95,567
Squarepoint Ops LLC 0.03% 39,311 0% $77,836
Simplicity Wealth,LLC 0.03% 36,095 -69% 0% $71,468
WELLS FARGO & COMPANY/MN 0.03% 32,470 +19% 0% $64,291
AQR CAPITAL MANAGEMENT LLC 0.02% 27,653 0% $54,753
Covestor Ltd 0.02% 24,704 0.03% $49,000
INTECH INVESTMENT MANAGEMENT LLC 0.02% 21,667 -21% 0% $42,901
PRICE T ROWE ASSOCIATES INC /MD/ 0.02% 21,225 +32% 0% $43,000
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 19,588 -15% 0% $38,784

Institutional Holders of Waldencast plc - Class A ordinary shares, par value $0.0001 per share (WALD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,196 $2,248 +$1,346 $1.88 3
2025 Q3 20,187,848 $39,972,800 -$6,549,688 $1.98 60
2025 Q2 23,219,695 $56,888,232 +$3,080,028 $2.45 53
2025 Q1 21,945,274 $65,836,084 -$1,550,526 $3.00 55
2024 Q4 23,124,493 $92,862,980 -$379,124 $4.02 60
2024 Q3 23,277,127 $84,924,257 -$4,546,510 $3.64 62
2024 Q2 24,553,687 $88,146,806 -$5,765,667 $3.59 56
2024 Q1 25,978,466 $168,859,048 -$7,928,369 $6.50 51
2023 Q4 26,621,764 $291,245,152 -$147,607,927 $10.94 49
2023 Q3 25,563,722 $240,809,119 +$13,649,827 $9.42 43
2023 Q2 8,781,742 $67,881,532 +$11,040,502 $7.73 35
2023 Q1 21,993,575 $174,373,727 -$7,394,391 $8.15 11
2022 Q4 22,677,463 $210,306,873 -$109,025 $9.45 10
2022 Q3 8,030,011 $80,300,000 +$69,490,000 $10.00 9
2022 Q2 1,097,403 $10,810,000 +$10,810,000 $9.85 1