LENSAR INC LNSR
COM · Common Stock · CUSIP 52634L108
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersOrlando, FL
- 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: 11.8m as of 2025-04-28, 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 ≈ $14.25. Options: 6 managers hold calls ($1.1m notional), 4 hold puts ($293.1k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 36 |
| Q4 2022 | 33 |
| Q1 2023 | 33 |
| Q2 2023 | 31 |
| Q3 2023 | 36 |
| Q4 2023 | 38 |
| Q1 2024 | 38 |
| Q2 2024 | 41 |
| Q3 2024 | 37 |
| Q4 2024 | 45 |
| Q1 2025 | 68 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 9 | 14 |
| Q3 2023 | 13 | 10 |
| Q4 2023 | 15 | 7 |
| Q1 2024 | 12 | 16 |
| Q2 2024 | 13 | 13 |
| Q3 2024 | 8 | 13 |
| Q4 2024 | 18 | 11 |
| Q1 2025 | 44 | 17 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $2.2k | $443.5k | 197.11 |
| Q3 2024 | $3.2k | $257.4k | 80.27 |
| Q4 2024 | $186.0k | $522.6k | 2.81 |
| Q1 2025 | $1.1m | $293.1k | 0.26 |
Biggest buyers
| TUDOR INVESTMENT CORP ET AL | New | +277.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +148.6k |
| Groupe la Francaise | New | +126.0k |
| OMERS ADMINISTRATION Corp | New | +119.0k |
| MILLENNIUM MANAGEMENT LLC | New | +97.3k |
| CREDIT INDUSTRIEL ET COMMERCIAL | New | +85.0k |
| Informed Momentum Co LLC | New | +82.9k |
| Huntleigh Advisors, Inc. | New | +75.7k |
| Black Maple Capital Management LP | New | +62.1k |
| JANE STREET GROUP, LLC | New | +55.6k |
Biggest sellers
| Park West Asset Management LLC | Reduced | -723.6k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -136.7k |
| DCF Advisers, LLC | Reduced | -114.3k |
| Clearline Capital LP | Sold out | -55.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -35.2k |
| BAILARD, INC. | Sold out | -20.3k |
| Evernest Financial Advisors, LLC | Sold out | -19.5k |
| ACCREDITED INVESTOR SERVICES, LLC | Sold out | -13.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold out | -11.8k |
| CITADEL ADVISORS LLC | Reduced | -10.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $432.1k30.6k shares |
| JANE STREET GROUP, LLC | New | $362.9k25.7k shares |
| GROUP ONE TRADING LLC | Added | $240.0k17.0k shares |
| SIMPLEX TRADING, LLC | Added | $43.0k3.1k shares |
| DCF Advisers, LLC | New | $28.2k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $268.3k19.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.0k1.6k shares |
| GROUP ONE TRADING LLC | New | $2.8k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 |
|---|---|
NORTH RUN CAPITAL, LP
13D · may seek influence
filed 2025-03-25
Stated purposeItem 4 is hereby amended and supplemented to add the following at the end thereof: On March 23, 2025, concurrent with the execution of an Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Alcon Research, LLC ("Parent") and its wholly owned subsidiary VMI Option Merger Sub, Inc. ("Merger Sub"), the Reporting Persons entered into a Voting Agreement with Parent (the "Voting Agreement") providing that, among other things, subject to the terms and conditions set forth therein, such signatories will support the merger of Merger Sub with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger") and the transactions contemplated by the Merger Agreement, including by voting their voting securities to adopt the Merger Agreement… Full filing |
55.9% |
| BRANDES INVESTMENT PARTNERS, LP 13G · institution +2.0 pts · filed 2026-05-14 | 8.5% |
| CURTIS NICHOLAS T 13G · exempt (held before listing) filed 2025-05-13 | 8.5% |
Fell to 5% or below in the last year: BlackRock, Inc. (1.5%, 2026-07-29)
Insider purchases and sales in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 1 | $131.3k | 0 | — | — |
| Q3 2023 | 1 | $6.2k | 0 | — | — |
| Q4 2023 | 1 | $6.0k | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $24.0k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.08% of their portfolio | 544.7k $7.7m | Added +55.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 477.7k $6.7m | Reduced -136.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 442.5k $6.2m | Added +9.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 313.6k $4.4m | Reduced -35.2k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 277.0k $3.9m | New |
| BlackRock, Inc. 0.00% of their portfolio | 163.6k $2.3m | Reduced -7.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 148.6k $2.1m | New |
| Groupe la Francaise 0.04% of their portfolio | 126.0k $1.8m | New |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 119.0k $1.7m | New |
| DCF Advisers, LLC 0.88% of their portfolio | 115.7k $1.6m | Reduced -114.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 107.6k $1.5m | Added +1.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 97.3k $1.4m | New |
| Park West Asset Management LLC 0.10% of their portfolio | 87.1k $1.2m | Reduced -723.6k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.22% of their portfolio | 85.0k $1.2m | New |
| Informed Momentum Co LLC 0.20% of their portfolio | 82.9k $1.2m | New |
| Huntleigh Advisors, Inc. 0.18% of their portfolio | 75.7k $1.1m | New |
| Black Maple Capital Management LP 0.69% of their portfolio | 62.1k $877.3k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.6k $785.4k | New |
| RBF Capital, LLC 0.04% of their portfolio | 50.1k $707.0k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 43.6k $615.8k | Added +4.2k |
| SYNOVUS FINANCIAL CORP 0.01% of their portfolio | 43.1k $608.0k | Unchanged |
| Draper Asset Management, LLC 0.44% of their portfolio | 40.0k $565.4k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 38.7k $546.2k | New |
| Yakira Capital Management, Inc. 0.18% of their portfolio | 32.0k $451.8k | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.09% of their portfolio | 30.4k $429.1k | Reduced -9.5k |
| Virtu Financial LLC 0.02% of their portfolio | 28.8k $407.0k | New |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 26.1k $369.0k | New |
| Atria Investments, Inc 0.00% of their portfolio | 25.5k $360.6k | Reduced -516 |
| HRT FINANCIAL LP 0.00% of their portfolio | 24.3k $343.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.0k $339.4k | Reduced -3.7k |
| CSS LLC/IL 0.02% of their portfolio | 21.5k $303.6k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 20.9k $295.8k | Added +901 |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 19.9k $280.7k | Added +378 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 18.2k $257.0k | New |
| Nuveen, LLC 0.00% of their portfolio | 17.9k $252.3k | First filing |
| PenderFund Capital Management Ltd. 0.23% of their portfolio | 16.7k $739.6k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.0k $197.5k | Added +2.8k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 13.5k $190.6k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 13.2k $186.0k | New |
| UBS Group AG 0.00% of their portfolio | 12.5k $177.0k | Added +12.0k |
| LPL Financial LLC 0.00% of their portfolio | 12.0k $169.5k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 11.8k $166.0k | New |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 10.7k $151.2k | New |
| HARVEST MANAGEMENT LLC 0.07% of their portfolio | 10.0k $141.2k | New |
| MORGAN STANLEY 0.00% of their portfolio | 5.3k $75.3k | Added +4.1k |
| Point72 Asia (Singapore) Pte. Ltd. 0.02% of their portfolio | 4.5k $63.5k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $14.3k | Added +254 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 683 $9.6k | Added +433 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 682 $9.6k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 672 $9.5k | Added +595 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 608 $9.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 556 $7.9k | Added +367 |
| Blue Trust, Inc. 0.00% of their portfolio | 511 $7.2k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 484 $6.0k | Reduced -3.6k |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 472 $6.7k | Reduced -121 |
| COMERICA BANK 0.00% of their portfolio | 233 $3.3k | Added +112 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 101 $1.4k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 77 $1.1k | First filing |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 76 $1.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 60 $846 | Unchanged |
| FMR LLC 0.00% of their portfolio | 51 $727 | New |
| CBIZ Investment Advisory Services, LLC 0.00% of their portfolio | 37 $522 | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28 $395 | Reduced -10.7k |
| PSI Advisors, LLC 0.00% of their portfolio | 15 $212 | Unchanged |
| Aspect Partners, LLC 0.00% of their portfolio | 10 $141 | New |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 6 $84 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $14 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |