Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Waldencast plc (WALD)

61 + Investors. Track Smart Money conviction in WALD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — WALD

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WALD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
61 funds currently hold this stock — 94% of the 3.0-year high of 65 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

37 buying40 selling
Last quarter: 40 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new WALD position: 15 → 11 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 31% new

■ 26% conviction (2yr+) ■ 43% medium ■ 31% new
Of the 61 current holders: 16 (26%) held >2 years, 26 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+68% value, -9% shares)

Value
+68%
Shares
-8%
Last quarter: total value of institutional WALD holdings rose +68% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

6 → 15 → 11 → 10 → 23 new funds/Q
New funds entering each quarter: 15 → 11 → 10 → 23. A growing number of institutions are discovering WALD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 38% new entrants

■ 39% veterans ■ 23% 1-2yr ■ 38% new
Of 61 current holders: 24 (39%) held 2+ years, 14 held 1–2 years, 23 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
18 of 61 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WALD

In 2026 Q2, 37 hedge funds were net buyers of WALD (23 opened a new position, 14 added to an existing one), while 40 reduced or exited (13 trimmed, 27 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 61.

Hedge Fund Ownership: WALD

How many hedge funds hold WALD — quarterly history vs. share price
Quarterly hedge fund ownership of WALD vs. share price

Market Analysis: WALD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WALD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: WALD
61 + Investors

Track Smart Money conviction in WALD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 65 -6.15%
13F Shares 20M 21M -8.53%
Total Value $34M $20M 68.27%
New Positions 23 10 +13
Increased Positions 14 21 -7
Closed Positions 27 10 +17
Reduced Positions 13 15 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WALD

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Institutional Holders (2026 Q2)

61 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WALD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WALD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zeno Equity Partners LLP 8.02% 12,252,580 $21.6M
2 Stoic Point Capital Management LLC 2.35% 1,612,619 $2.8M
3 Milestones Administradora de Recursos Ltda. 0.82% 2,425,677 $4.3M
4 Beartown Capital Management, LLC 0.23% 300,000 $528K
5 SmartHarvest Portfolios, LLC 0.04% 64,811 $114K
6 Fortis Capital Advisors, LLC 0.01% 41,765 $74K
7 Capstone Wealth Management Group, LLC 0.01% 10,000 $18K
8 Schonfeld Strategic Advisors LLC 0.00% 462,165 $813K
9 Belpointe Asset Management LLC 0.00% 41,765 $74K
10 XTX Topco Ltd 0.00% 72,450 $128K
11 Tower Research Capital LLC (TRC) 0.00% 23,298 $41K
12 Renaissance Technologies LLC 0.00% 162,700 $286K
13 Millennium Management LLC 0.00% 577,007 $1.0M
14 Dupont Capital Management Corp 0.00% 4 —
15 Qube Research & Technologies Ltd 0.00% 169,006 $297K
16 Ieq Capital, LLC 0.00% 30,230 $53K
17 Hrt Financial LP 0.00% 73,376 $129K
18 Essential Partners LLC 0.00% 251 —
19 Aqr Capital Management LLC 0.00% 272,428 $479K
20 Point72 Asset Management, L.P. 0.00% 45,632 $80K
21 Steward Partners Investment Advisory, LLC 0.00% 7,500 $13K
22 Jane Street Group, LLC 0.00% 429,067 $755K
23 Arax Advisory Partners 0.00% 4,506 $8K
24 True Wealth Design, LLC 0.00% 108 —
25 Mariner, LLC 0.00% 23,198 $41K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Waldencast plc (WALD)

What does the Smart Money Trend signal show for WALD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WALD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WALD?

More sellers than buyers — 48% buying: Last quarter: 40 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WALD holders?

Smaller funds dominant — 6% AUM from top-100: 18 of 61 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WALD?

Mixed — 26% long-term, 31% new: Of the 61 current holders: 16 (26%) held >2 years, 26 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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