证券记录 · 已归档季度
LWAY
名称等待档案录入
12被追踪持有人
-2Δ持有人
1.55M持有股份
$38.12M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -14.3% ·
股份流向 -0.6% ·
净新建仓位 -16.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +3 | 4.67M | $139.11M | +4 | −1 |
| Q1 2026 | 44 | -4 | 2.55M | $49.39M | — | −4 |
| Q4 2025 | 48 | +2 | 2.51M | $60.88M | +2 | — |
| Q3 2025 | 14 | -1 | 1.65M | $45.89M | +1 | −2 |
| Q2 2025 | 12 | -2 | 1.55M | $38.12M | — | −2 |
| Q1 2025 | 11 | +2 | 960.26K | $23.48M | +2 | — |
| Q4 2024 | 9 | -3 | 953.27K | $23.64M | — | −3 |
| Q3 2024 | 11 | +4 | 1.21M | $31.36M | +4 | — |
| Q2 2024 | 7 | — | 910.17K | $11.62M | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 435.77K | -2.4% | $10.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 317.51K | — | $7.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 317.51K | — | $7.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 317.51K | — | $7.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 278.05K | — | $6.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | GAMCO Investors ✦ | 149.55K | +4.2% | $3.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Geode Capital Management ✦ (被动) | 124.73K | +6.6% | $3.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Geode Capital Management ✦ (被动) | 124.73K | +6.6% | $3.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (被动) | 82.12K | +42.7% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 47.64K | -29.6% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Marshall Wace ✦ | 47.64K | -29.6% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 47.64K | -29.6% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Fairfax Financial ✦ | 31.62K | +82.1% | $779,384 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 28.11K | -31.0% | $692,862 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 26.00K | +99.5% | $640,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 25.29K | -13.1% | $623,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 84 | — | $2,070 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 84 | — | $2,070 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Millennium Management | $401,640 | 曾为 0.0% |
| AQR Capital Management | $279,243 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 78 持有人, 4.96M 股份, $95.89M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Aug 19
SMOLYANSKY JULIE
Officer, Director, 10% owner · CEO, President and… · 2.00K 股 @ 25.26 · $50,520
Aug 17
Divisadero Street Capital…
10% owner · 35.95K 股 @ 24.78 · $890,923
Aug 14
Divisadero Street Capital…
10% owner · 15.00K 股 @ 24.69 · $370,352
Aug 13
Divisadero Street Capital…
10% owner · 195.62K 股 @ 24.87 · $4.87M
公开市场卖出 (S)
Aug 14
SMOLYANSKY EDWARD
10% owner · 31 股 · $822
Aug 14
SMOLYANSKY EDWARD
10% owner · 29.93K 股 · $744,983
Aug 14
SMOLYANSKY EDWARD
10% owner · 45.04K 股 · $1.16M
Aug 12
SMOLYANSKY EDWARD
10% owner · 35.00K 股 · $1.01M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
May 27
SC 13G — CITADEL ADVISORS LLC
May 20
SC 13D/A — SMOLYANSKY LUDMILA
5.2% 占股份类别 · 查看 SEC 原始申报文件 ↗
May 20
SC 13D/A — Danone S.A.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据