HONEST CO INC HNST
COM · Common Stock · CUSIP 438333106
Consumer goods company
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersLos Angeles, CA
- Founded2011
- Websitehonest.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 95.5m as of 2023-11-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.26. Options: 7 managers hold calls ($253.5k notional), 6 hold puts ($143.3k).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 130 |
| Q4 2022 | 122 |
| Q1 2023 | 112 |
| Q2 2023 | 83 |
| Q3 2023 | 78 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 52 | 51 |
| Q1 2023 | 43 | 60 |
| Q2 2023 | 26 | 74 |
| Q3 2023 | 28 | 33 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $525.1k | $758.3k | 1.44 |
| Q1 2023 | $381.3k | $306.7k | 0.80 |
| Q2 2023 | $345.9k | $232.3k | 0.67 |
| Q3 2023 | $253.5k | $143.3k | 0.57 |
Biggest buyers
| Archon Capital Management LLC | New | +3.7m |
| Portolan Capital Management, LLC | Added | +1.3m |
| ArrowMark Colorado Holdings LLC | Added | +514.9k |
| Green Alpha Advisors, LLC | Added | +227.3k |
| GSA CAPITAL PARTNERS LLP | Added | +217.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +202.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +168.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +105.0k |
| BARCLAYS PLC | New | +87.6k |
| WADE G W & INC | Added | +75.9k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -934.0k |
| Allspring Global Investments Holdings, LLC | Reduced | -468.9k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -403.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold out | -309.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -200.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -136.4k |
| MORGAN STANLEY | Reduced | -116.2k |
| D. E. Shaw & Co., Inc. | Sold out | -97.2k |
| Qube Research & Technologies Ltd | Reduced | -76.7k |
| Y-Intercept (Hong Kong) Ltd | Sold out | -63.4k |
Biggest calls
| EASTERLY INVESTMENT PARTNERS LLC | Unchanged | $126.0k100.0k shares |
| WOLVERINE TRADING, LLC | Added | $76.4k60.6k shares |
| CITADEL ADVISORS LLC | Reduced | $23.2k18.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $21.9k17.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.0k4.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $03.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $99.3k78.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $22.3k17.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.0k12.9k shares |
| GROUP ONE TRADING LLC | Unchanged | $5.7k4.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Warren Jessica 13G · exempt (held before listing) filed 2026-02-17 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Portolan Capital Management, LLC (4.3%, 2026-02-17)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 1 | $18.8k | 7 | $5.6m | — |
| Q1 2022 | 0 | — | 1 | $35.1k | — |
| Q2 2022 | 0 | — | 9 | $943.2k | — |
| Q3 2022 | 0 | — | 6 | $148.5k | — |
| Q4 2022 | 0 | — | 7 | $213.3k | — |
| Q1 2023 | 0 | — | 7 | $410.8k | $5.1k |
| Q2 2023 | 1 | $84.0k | 7 | $96.9k | $6.3k |
| Q3 2023 | 2 | $135.7k | 6 | $143.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-15 | WHITE JAMES D Director | Bought | $75.2k64.2k shares |
| 2023-09-15 | Vernon Carla Chief Executive Officer, director | Bought | $60.5k50.0k shares |
| 2023-09-05 | Hoyt Janis Chief People Officer | Sold | $60.8k42.5k shares |
| 2023-08-21 | Warren Jessica Chief Creative Officer, director | Sold | $17.2k12.7k shares |
| 2023-08-21 | Kennedy Kelly J. EVP and CFO | Sold | $9.0k6.6k shares |
| 2023-08-21 | Rexing Rick Chief Revenue Officer | Sold | $6.6k4.9k shares |
| 2023-08-21 | Sheehey Brendan General Counsel | Sold | $5.7k4.2k shares |
| 2023-08-21 | Hoyt Janis Chief People Officer | Sold | $5.7k4.2k shares |
| 2023-08-21 | Winchell Stephen EVP, Operations and R&D | Sold | $4.1k3.0k shares |
| 2023-07-28 | Kennedy Kelly J. EVP and CFO | Sold | $1.9k1.3k shares |
| 2023-07-03 | Rexing Rick Chief Revenue Officer | Sold | $16.5k10.0k shares |
| 2023-07-03 | Hoyt Janis Chief People Officer | Sold | $14.5k8.8k shares |
| 2023-07-03 | Sheehey Brendan General Counsel | Sold | $7.3k4.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Catterton Management Company, L.L.C. 3.73% of their portfolio | 12.2m $15.3m | Unchanged |
| Institutional Venture Management XIII, LLC 24.36% of their portfolio | 10.5m $13.2m | Unchanged |
| Portolan Capital Management, LLC 0.84% of their portfolio | 7.1m $8.9m | Added +1.3m |
| Archon Capital Management LLC 2.06% of their portfolio | 3.7m $4.6m | New |
| ArrowMark Colorado Holdings LLC 0.05% of their portfolio | 3.3m $4.1m | Added +514.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.4m $3.1m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 2.2m $2.8m | Reduced -7.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.3m $1.6m | Added +24.8k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 1.1m $1.4m | Reduced -468.9k |
| GSA CAPITAL PARTNERS LLP 0.12% of their portfolio | 1.1m $1.4m | Added +217.7k |
| BlackRock Inc. 0.00% of their portfolio | 988.1k $1.2m | Reduced -57.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 701.7k $884.4k | Added +71.8k |
| HarbourVest Partners LLC 0.20% of their portfolio | 475.6k $599.3k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 423.3k $533.0k | Reduced -136.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 353.4k $445.3k | Reduced -403.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 269.7k $339.9k | Reduced -934.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 262.0k $330.1k | Added +202.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 256.5k $323.2k | Added +105.0k |
| Green Alpha Advisors, LLC 0.24% of their portfolio | 252.3k $317.9k | Added +227.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 214.0k $269.7k | Added +168.8k |
| STATE STREET CORP 0.00% of their portfolio | 213.3k $268.7k | Unchanged |
| FMR LLC 0.00% of their portfolio | 194.5k $245.1k | Added +30.4k |
| WADE G W & INC 0.01% of their portfolio | 185.6k $234.0k | Added +75.9k |
| MORGAN STANLEY 0.00% of their portfolio | 164.8k $207.6k | Reduced -116.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 120.0k $151.2k | Added +20.5k |
| Brookside Equity Partners LLC 0.64% of their portfolio | 113.8k $143.4k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 107.7k $135.8k | Added +5.2k |
| BARCLAYS PLC 0.00% of their portfolio | 87.6k $110.4k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 81.0k $102.0k | Reduced -9.0k |
| Prime Capital Investment Advisors, LLC 0.00% of their portfolio | 70.7k $89.1k | New |
| PATHSTONE FAMILY OFFICE, LLC 0.00% of their portfolio | 64.9k $81.7k | Added +39.9k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 58.5k $73.0k | Added +17.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 55.2k $69.6k | Added +6.5k |
| EASTERLY INVESTMENT PARTNERS LLC 0.01% of their portfolio | 50.0k $63.0k | Unchanged |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 50.0k $63.0k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 47.2k $59.5k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 45.2k $56.9k | Added +2.8k |
| Jasper Ridge Partners, L.P. 0.00% of their portfolio | 43.5k $54.9k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 42.3k $53.2k | Reduced -200.8k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 32.7k $41.2k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 30.1k $37.9k | Reduced -76.7k |
| Dynamic Technology Lab Private Ltd 0.00% of their portfolio | 28.4k $36.0k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 26.5k $33.4k | Reduced -3.4k |
| LPL Financial LLC 0.00% of their portfolio | 26.3k $33.2k | Reduced -823 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 25.7k $32.3k | Reduced -21.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 21.2k $26.7k | Reduced -1.2k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 13.4k $16.9k | Unchanged |
| Freedom Investment Management, Inc. 0.00% of their portfolio | 11.1k $14.0k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 10.5k $13.2k | Reduced -30.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.2k $12.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.2k $9.1k | Added +5.1k |
| Twin Lakes Capital Management, LLC 0.01% of their portfolio | 6.0k $7.6k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 5.8k $7.3k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 4.7k $6.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 4.0k $5.1k | Reduced -4.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.6k $4.6k | Added +55 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 2.0k $2.3k | Unchanged |
| Legacy Financial Group LLC 0.00% of their portfolio | 1.4k $1.8k | New |
| Hexagon Capital Partners LLC 0.00% of their portfolio | 1.2k $1.6k | Unchanged |
| Lindbrook Capital, LLC 0.00% of their portfolio | 1.0k $1.3k | Unchanged |
| Rise Advisors, LLC 0.00% of their portfolio | 1.0k $1.3k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 826 $1.0k | New |
| Beacon Capital Management, LLC 0.00% of their portfolio | 659 $1.1k | Unchanged |
| McClarren Financial Advisors, Inc. 0.00% of their portfolio | 641 $0 | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 600 $756 | Unchanged |
| Crewe Advisors LLC 0.00% of their portfolio | 521 $657 | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 435 $548 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 405 $504 | Unchanged |
| Cutler Group LLC / CA 0.00% of their portfolio | 396 $0 | Reduced -18 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 300 $0 | Reduced -384 |
| Johnson Midwest Financial, LLC 0.00% of their portfolio | 200 $252 | Unchanged |
| WOLFF WIESE MAGANA LLC 0.00% of their portfolio | 100 $126 | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC 0.00% of their portfolio | 70 $88 | First filing |
| WR Wealth Planners, LLC 0.00% of their portfolio | 55 $69 | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 44 $55 | Unchanged |
| Cypress Capital Management LLC (WY) 0.00% of their portfolio | 30 $38 | Unchanged |
| CWM, LLC 0.00% of their portfolio | 8 $0 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |