LAIRD SUPERFOOD INC LSF
COM STK · Common Stock · CUSIP 50736T102 · ISIN US50736T1025
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersBoulder, CO
- 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: 11.2m as of 2026-08-10, 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 ≈ $4.70.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 33 |
| Q4 2022 | 34 |
| Q1 2023 | 28 |
| Q2 2023 | 24 |
| Q3 2023 | 25 |
| Q4 2023 | 24 |
| Q1 2024 | 32 |
| Q2 2024 | 34 |
| Q3 2024 | 32 |
| Q4 2024 | 48 |
| Q1 2025 | 44 |
| Q2 2025 | 45 |
| Q3 2025 | 41 |
| Q4 2025 | 39 |
| Q1 2026 | 37 |
| Q2 2026 | 46 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 11 | 11 |
| Q4 2024 | 26 | 13 |
| Q1 2025 | 21 | 18 |
| Q2 2025 | 21 | 15 |
| Q3 2025 | 16 | 20 |
| Q4 2025 | 15 | 18 |
| Q1 2026 | 14 | 13 |
| Q2 2026 | 24 | 14 |
Biggest buyers
| ASPIRIANT, LLC | New | +91.5k |
| OSAIC HOLDINGS, INC. | Added | +65.5k |
| MAI Capital Management | New | +38.7k |
| Finley Financial, LLC | Added | +25.0k |
| CITADEL ADVISORS LLC | Added | +24.9k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +23.5k |
| MARSHALL WACE, LLP | New | +21.8k |
| JANE STREET GROUP, LLC | New | +18.9k |
| StoneX Group Inc. | New | +10.8k |
| TWO SIGMA SECURITIES, LLC | New | +10.8k |
Biggest sellers
| Archon Capital Management LLC | Sold out | -90.7k |
| EVOKE WEALTH, LLC | Sold out | -38.7k |
| XTX Topco Ltd | Sold out | -23.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold out | -20.7k |
| Steadtrust LLC | Reduced | -10.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -9.4k |
| Osbon Capital Management LLC | Reduced | -4.9k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -3.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -3.3k |
| NORTHERN TRUST CORP | Reduced | -1.5k |
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 |
|---|---|
Nexus Capital Management LP
13D · may seek influence
+17.1 pts · filed 2026-04-23
Stated purposeItem 4 of the Amended Statement is hereby amended and supplemented by adding the following: Terrasoul Acquisition Agreement On April 21, 2026 (the "Closing Date"), the Issuer completed its acquisition (the "Terrasoul Acquisition") of all of the issued and outstanding equity interests of Terrasoul Superfoods, LLC ("Terrasoul") from the Seller (as defined herein) pursuant to that certain securities purchase agreement, dated April 21, 2026 (the "Terrasoul Acquisition Agreement"), by and among the Issuer, Terrasoul, Superfoods Seller LLC (the "Seller") and, solely for purposes of Section 8.16 of the Terrasoul Acquisition Agreement, the Guarantors set forth on Schedule 1 thereto. Pursuant to the Terrasoul Acquisition Agreement, the Issuer acquired from the Seller all of the Company Membershi… Full filing |
73.8% |
Fell to 5% or below in the last year: AWM Investment Company, Inc. (0.0%, 2026-01-08)
Insider purchases and sales since 1 Apr 2026
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 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $73.6k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $15.0k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $350.1k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-10 | GRAVES GREGORY B Director | Bought | $51.8k15.0k shares |
| 2026-06-05 | LaMontagne Grant J Director | Bought | $22.8k6.9k shares |
| 2026-06-04 | LaMontagne Grant J Director | Bought | $28.5k8.8k shares |
| 2026-06-03 | LaMontagne Grant J Director | Bought | $56.3k17.1k shares |
| 2026-06-02 | LaMontagne Grant J Director | Bought | $89.6k27.2k shares |
| 2026-05-29 | LaMontagne Grant J Director | Bought | $21.8k6.6k shares |
| 2026-05-28 | LaMontagne Grant J Director | Bought | $2.1k624 shares |
| 2026-05-22 | LaMontagne Grant J Director | Bought | $2.0k615 shares |
| 2026-05-21 | LaMontagne Grant J Director | Bought | $28787 shares |
| 2026-05-20 | LaMontagne Grant J Director | Bought | $74.9k22.9k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 396.9k $1.9m | Added +65.5k |
| Mink Brook Asset Management LLC 0.75% of their portfolio | 361.7k $1.7m | Added +6.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 233.9k $1.1m | Added +23.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 129.6k $609.1k | Reduced -3.3k |
| BlackRock, Inc. 0.00% of their portfolio | 100.3k $471.6k | Added +6.1k |
| ASPIRIANT, LLC 0.01% of their portfolio | 91.5k $429.8k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 90.2k $424.2k | Reduced -9.4k |
| HighTower Advisors, LLC 0.00% of their portfolio | 73.1k $343.6k | Added +2.7k |
| Finley Financial, LLC 0.09% of their portfolio | 50.0k $235.0k | Added +25.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 45.3k $213.0k | Added +24.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 44.5k $209.2k | Added +337 |
| Crewe Advisors LLC 0.01% of their portfolio | 43.0k $202.1k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 38.7k $181.8k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 35.6k $167.5k | Added +2.3k |
| Creative Planning 0.00% of their portfolio | 34.6k $162.8k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 34.2k $161.0k | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 23.6k $110.9k | Reduced -3.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 21.8k $102.2k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 19.3k $90.5k | Reduced -1.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.9k $89.0k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 15.0k $70.5k | Unchanged |
| StoneX Group Inc. 0.00% of their portfolio | 10.8k $42.5k | New |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 10.8k $50.6k | New |
| Steadtrust LLC 0.02% of their portfolio | 10.0k $47.0k | Reduced -10.0k |
| UBS Group AG 0.00% of their portfolio | 5.9k $27.9k | Added +723 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.9k $23.1k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 3.1k $15.4k | Unchanged |
| Colonial Trust Advisors 0.00% of their portfolio | 2.0k $9.4k | Reduced -1.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $5.3k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.0k $4.9k | New |
| MORGAN STANLEY 0.00% of their portfolio | 770 $3.6k | Reduced -31 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 273 $1.3k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 200 $940 | Unchanged |
| Cassaday & Co Wealth Management LLC 0.00% of their portfolio | 150 $705 | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 111 $522 | New |
| BARCLAYS PLC 0.00% of their portfolio | 109 $512 | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 99 $494 | Added +94 |
| CITIGROUP INC 0.00% of their portfolio | 85 $400 | New |
| Blue Trust, Inc. 0.00% of their portfolio | 75 $353 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 72 $0 | Reduced -55 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 52 $244 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 50 $235 | Reduced -333 |
| VISION FINANCIAL MARKETS LLC 0.00% of their portfolio | 40 $196 | Unchanged |
| FMR LLC 0.00% of their portfolio | 38 $180 | New |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 2 $0 | Unchanged |
| Osbon Capital Management LLC 0.00% of their portfolio | 0 $0 | Reduced -4.9k |