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Security record · archived quarter

LWAY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
-1Δ holders
1.65MShares held
$45.89MReported value
+1New positions
−2Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.7% · share flow -0.1% · net new positions -7.1%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 417.77K -4.1% $11.60M 0.0% ▼ Trim 6 SEC ↗
2 The Vanguard Group (passive) 311.94K -1.8% $8.66M 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 311.94K -1.8% $8.66M 0.0% ▼ Trim 2 SEC ↗
4 The Vanguard Group (passive) 311.94K -1.8% $8.66M 0.0% ▼ Trim 2 SEC ↗
5 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
7 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
10 BlackRock (passive) 282.45K +1.6% $7.84M 0.0% ▲ Add 2 SEC ↗
11 GAMCO Investors 151.35K +1.2% $4.20M 0.0% ▲ Add 6 SEC ↗
12 Geode Capital Management (passive) 130.52K +4.6% $3.62M 0.0% ▲ Add 6 SEC ↗
13 Geode Capital Management (passive) 130.52K +4.6% $3.62M 0.0% ▲ Add 6 SEC ↗
14 Two Sigma Investments 101.31K +260.4% $2.81M 0.0% ▲ Add 6 SEC ↗
15 State Street Global Advisors (passive) 85.46K +4.1% $2.37M 0.0% ▲ Add 4 SEC ↗
16 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
17 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
18 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
19 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
20 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
21 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
22 Morgan Stanley 53.71K $1.49M 0.0% n/c 1 SEC ↗
23 Goldman Sachs Group 33.75K $936,900 0.0% n/c 1 SEC ↗
24 Goldman Sachs Group 33.75K $936,900 0.0% n/c 1 SEC ↗
25 Citadel Advisors 27.24K +4.8% $756,210 0.0% ▲ Add 3 SEC ↗
26 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
27 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
28 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
29 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
30 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
31 JPMorgan Chase 21.42K $594,730 0.0% n/c 1 SEC ↗
32 D. E. Shaw & Co. 19.98K -21.0% $554,784 0.0% ▼ Trim 5 SEC ↗
33 Millennium Management 15.71K New $436,082 0.0% New 1 SEC ↗
34 Fidelity (FMR) 505 +501.2% $14,019 0.0% ▲ Add 2 SEC ↗
35 Fidelity (FMR) 505 +501.2% $14,019 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Millennium Management $436,082 0.0%

Exited

Marshall Wace $1.17M was 0.0%
Fairfax Financial $779,384 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 4.96M shares, $95.89M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 19 SMOLYANSKY JULIE

Officer, Director, 10% owner · CEO, President and… · 2.00K sh @ 25.26 · $50,520

Aug 17 Divisadero Street Capital…

10% owner · 35.95K sh @ 24.78 · $890,923

Aug 14 Divisadero Street Capital…

10% owner · 15.00K sh @ 24.69 · $370,352

Aug 13 Divisadero Street Capital…

10% owner · 195.62K sh @ 24.87 · $4.87M

Open-market sales (S)

Aug 14 SMOLYANSKY EDWARD

10% owner · 31 sh · $822

Aug 14 SMOLYANSKY EDWARD

10% owner · 29.93K sh · $744,983

Aug 14 SMOLYANSKY EDWARD

10% owner · 45.04K sh · $1.16M

Aug 12 SMOLYANSKY EDWARD

10% owner · 35.00K sh · $1.01M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
May 27 SC 13G — CITADEL ADVISORS LLC

View original SEC filing ↗

May 20 SC 13D/A — SMOLYANSKY LUDMILA

5.2% of class · View original SEC filing ↗

May 20 SC 13D/A — Danone S.A.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API