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 ($8.6k this quarter). Holder counts are more reliable. Shares outstanding: 12.3m as of 2026-07-31, 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 ≈ $5.71. Options: 1 managers hold calls ($62.8k notional), 2 hold puts ($206.1k).
Trends to Q2 2026
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 |
| Q2 2025 | 78 |
| Q3 2025 | 84 |
| Q4 2025 | 75 |
| Q1 2026 | 87 |
| Q2 2026 | 76 |
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 | 8 | 13 |
| Q4 2024 | 18 | 11 |
| Q1 2025 | 44 | 17 |
| Q2 2025 | 54 | 30 |
| Q3 2025 | 43 | 25 |
| Q4 2025 | 30 | 37 |
| Q1 2026 | 49 | 25 |
| Q2 2026 | 36 | 48 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $935.5k | $45.2k | 0.05 |
| Q4 2025 | $512.9k | $30.2k | 0.06 |
| Q1 2026 | $207.4k | $136.5k | 0.66 |
| Q2 2026 | $62.8k | $206.1k | 3.28 |
Biggest buyers
| RBF Capital, LLC | Added | +143.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +108.1k |
| Evernest Financial Advisors, LLC | Added | +52.1k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +50.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +44.3k |
| CITADEL ADVISORS LLC | New | +35.7k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Added | +23.2k |
| JANE STREET GROUP, LLC | New | +20.4k |
| Carlson Capital, L.P. | New | +20.0k |
| Qube Research & Technologies Ltd | New | +18.6k |
Biggest sellers
| BlackRock, Inc. | Reduced | -443.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -115.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -73.3k |
| Rangeley Capital, LLC | Sold out | -63.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -56.8k |
| Black Maple Capital Management LP | Sold out | -55.4k |
| STATE STREET CORP | Reduced | -54.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -47.4k |
| NORTHERN TRUST CORP | Reduced | -44.1k |
| STRS OHIO | Sold out | -43.5k |
Biggest calls
| JANE STREET GROUP, LLC | New | $62.8k11.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $203.3k35.6k shares |
| CSS LLC/IL | Unchanged | $2.9k500 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 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.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP 0.04% of their portfolio | 1.1m $6.1m | Added +50.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 402.8k $2.3m | Added +12.7k |
| Groupe la Francaise 0.01% of their portfolio | 213.5k $1.2m | Unchanged |
| RBF Capital, LLC 0.05% of their portfolio | 188.7k $1.1m | Added +143.1k |
| BlackRock, Inc. 0.00% of their portfolio | 185.0k $1.1m | Reduced -443.7k |
| CSS LLC/IL 0.04% of their portfolio | 163.4k $933.3k | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 151.6k $865.7k | Reduced -73.3k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.09% of their portfolio | 144.4k $824.3k | Unchanged |
| Kerrisdale Advisers, LLC 0.20% of their portfolio | 139.4k $795.9k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 120.7k $689.1k | Added +108.1k |
| DCF Advisers, LLC 0.18% of their portfolio | 118.2k $675.0k | Unchanged |
| Evernest Financial Advisors, LLC 0.14% of their portfolio | 118.1k $674.4k | Added +52.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 114.3k $653.2k | Reduced -115.4k |
| UBS Group AG 0.00% of their portfolio | 85.6k $489.0k | Added +2.4k |
| Yakira Capital Management, Inc. 0.14% of their portfolio | 83.3k $475.6k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 81.0k $462.4k | Reduced -54.8k |
| Man Group plc 0.00% of their portfolio | 78.0k $445.2k | Added +2.9k |
| DELTEC ASSET MANAGEMENT LLC 0.05% of their portfolio | 65.0k $371.1k | Unchanged |
| Alpine Global Management, LLC 0.06% of their portfolio | 59.6k $340.1k | Reduced -15.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 59.5k $339.9k | Reduced -47.4k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 59.0k $336.9k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 57.8k $330.2k | Reduced -7.8k |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 54.2k $309.0k | Unchanged |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.04% of their portfolio | 53.3k $304.1k | Added +23.2k |
| Centiva Capital, LP 0.01% of their portfolio | 49.3k $281.2k | Added +3.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 44.3k $252.7k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 35.7k $204.1k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 33.0k $188.4k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 31.7k $180.8k | Added +6.0k |
| Quinn Opportunity Partners LLC 0.01% of their portfolio | 29.3k $167.6k | Unchanged |
| GTS SECURITIES LLC 0.00% of their portfolio | 25.0k $142.8k | Reduced -95 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 25.0k $142.8k | Added +5.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.5k $134.0k | Added +3.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 23.3k $133.2k | Added +633 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 22.0k $125.7k | Reduced -44.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 20.4k $116.3k | New |
| Carlson Capital, L.P. 0.02% of their portfolio | 20.0k $114.2k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 18.6k $106.1k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 16.8k $95.9k | New |
| Atria Investments, Inc 0.00% of their portfolio | 15.2k $86.7k | Added +4.8k |
| Murchinson Ltd. 0.04% of their portfolio | 13.2k $75.5k | Reduced -23.3k |
| Legato Capital Management LLC 0.01% of their portfolio | 12.6k $71.8k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 11.1k $63.3k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 10.9k $62.0k | New |
| &PARTNERS 0.00% of their portfolio | 10.6k $60.3k | Added +515 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 10.1k $57.6k | Reduced -12.1k |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 10.0k $57.1k | Reduced -40.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 9.8k $56.2k | Added +7.6k |
| MORGAN STANLEY 0.00% of their portfolio | 8.5k $48.5k | Reduced -28.4k |
| FMR LLC 0.00% of their portfolio | 3.2k $18.2k | Reduced -923 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.2k $18.1k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 2.0k $11.7k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.5k $8.6k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 1.5k $8.6k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 1.3k $7.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 457 $2.6k | Reduced -1.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 425 $2.4k | Reduced -3.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 379 $2.2k | Reduced -1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 368 $2.1k | Reduced -3.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 351 $2.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 273 $1.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 264 $1.5k | Reduced -2.2k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 169 $965 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 149 $851 | Added +48 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 75 $428 | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 73 $420 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 58 $331 | Reduced -9 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 41 $234 | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 30 $171 | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 21 $123 | Unchanged |
| Acumen Wealth Advisors, LLC 0.00% of their portfolio | 20 $115 | New |
| Blume Capital Management, Inc. 0.00% of their portfolio | 7 $40 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 7 $40 | Added +3 |
| WHITTIER TRUST CO 0.00% of their portfolio | 3 $19 | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $6 | Unchanged |
| Buck Wealth Strategies, LLC 0.00% of their portfolio | 1 $6 | New |