Vault-13

LENSAR INC LNSR

COM · Common Stock · CUSIP 52634L108

76 institutional holders -11 vs Q1 2026
4,415,9384.4m shares reported held*
35.9% of all shares outstanding*
$25.2mreported value*
18 new 18 added 20 reduced 28 sold out net sold ≈ $4.2m (-742.0k shares)

* 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

050100Q3 22: 36Q4 22: 33Q1 23: 33Q2 23: 31Q3 23: 36Q4 23: 38Q1 24: 38Q2 24: 41Q3 24: 37Q4 24: 45Q1 25: 68Q2 25: 78Q3 25: 84Q4 25: 75Q1 26: 87Q2 26: 7676Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202236
Q4 202233
Q1 202333
Q2 202331
Q3 202336
Q4 202338
Q1 202438
Q2 202441
Q3 202437
Q4 202445
Q1 202568
Q2 202578
Q3 202584
Q4 202575
Q1 202687
Q2 202676

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 8 bought or addedQ3 24: 13 cut or sold outQ4 24: 18 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 17 cut or sold outQ2 25: 54 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 25 cut or sold outQ4 25: 30 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 49 bought or addedQ1 26: 25 cut or sold outQ2 26: 36 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024813
Q4 20241811
Q1 20254417
Q2 20255430
Q3 20254325
Q4 20253037
Q1 20264925
Q2 20263648

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $935.5kQ3 25 puts: $45.2kQ3 25P/C 0.05Q4 25 calls: $512.9kQ4 25 puts: $30.2kQ4 25P/C 0.06Q1 26 calls: $207.4kQ1 26 puts: $136.5kQ1 26P/C 0.66Q2 26 calls: $62.8kQ2 26 puts: $206.1kQ2 26P/C 3.28
Numbers
QuarterCallsPutsP/C
Q3 2025$935.5k$45.2k0.05
Q4 2025$512.9k$30.2k0.06
Q1 2026$207.4k$136.5k0.66
Q2 2026$62.8k$206.1k3.28

Biggest buyers

RBF Capital, LLC Added +143,134+143.1k
MILLENNIUM MANAGEMENT LLC Added +108,115+108.1k
Evernest Financial Advisors, LLC Added +52,100+52.1k
BRANDES INVESTMENT PARTNERS, LP Added +50,224+50.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +44,255+44.3k
CITADEL ADVISORS LLC New +35,747+35.7k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +23,224+23.2k
JANE STREET GROUP, LLC New +20,363+20.4k
Carlson Capital, L.P. New +20,000+20.0k
Qube Research & Technologies Ltd New +18,573+18.6k

Biggest sellers

BlackRock, Inc. Reduced -443,715-443.7k
GEODE CAPITAL MANAGEMENT, LLC Reduced -115,409-115.4k
DIMENSIONAL FUND ADVISORS LP Reduced -73,325-73.3k
Rangeley Capital, LLC Sold out -63,000-63.0k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -56,793-56.8k
Black Maple Capital Management LP Sold out -55,371-55.4k
STATE STREET CORP Reduced -54,757-54.8k
GOLDMAN SACHS GROUP INC Reduced -47,366-47.4k
NORTHERN TRUST CORP Reduced -44,113-44.1k
STRS OHIO Sold out -43,500-43.5k

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.

HolderStakeChangeShares Last filed
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% 13.5m≈ $43.1m 2025-03-25
BRANDES INVESTMENT PARTNERS, LP 13G · institution +2.0 pts · filed 2026-05-14 8.5% +2.0 pts 1.0m≈ $5.9m 2026-05-14
CURTIS NICHOLAS T 13G · exempt (held before listing) filed 2025-05-13 8.5% 1.0m≈ $5.8m 2025-05-13

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BRANDES INVESTMENT PARTNERS, LP 0.04% of their portfolio LA JOLLA, CA 1,075,4001.1m $6.1m $6.1m 0.04% Added +50.2k +50,224
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 402,806402.8k $2.3m $2.3m 0.00% Added +12.7k +12,716
3 Groupe la Francaise 0.01% of their portfolio PARIS, I0 213,537213.5k $1.2m $1.2m 0.01% Unchanged
4 RBF Capital, LLC 0.05% of their portfolio RENO, NV 188,661188.7k $1.1m $1.1m 0.05% Added +143.1k +143,134
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 185,033185.0k $1.1m $1.1m 0.00% Reduced -443.7k -443,715
6 CSS LLC/IL 0.04% of their portfolio CHICAGO, IL 163,450163.4k $933.3k $933.3k 0.04% Unchanged
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 151,609151.6k $865.7k $865.7k 0.00% Reduced -73.3k -73,325
8 CREDIT INDUSTRIEL ET COMMERCIAL 0.09% of their portfolio PARIS FRANCE, I0 144,359144.4k $824.3k $824.3k 0.09% Unchanged
9 Kerrisdale Advisers, LLC 0.20% of their portfolio Miami, FL 139,390139.4k $795.9k $795.9k 0.20% Unchanged
10 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 120,680120.7k $689.1k $689.1k 0.00% Added +108.1k +108,115
11 DCF Advisers, LLC 0.18% of their portfolio MOUNT PLEASANT, SC 118,217118.2k $675.0k $675.0k 0.18% Unchanged
12 Evernest Financial Advisors, LLC 0.14% of their portfolio CARMEL, IN 118,100118.1k $674.4k $674.4k 0.14% Added +52.1k +52,100
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 114,331114.3k $653.2k $653.2k 0.00% Reduced -115.4k -115,409
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 85,63485.6k $489.0k $489.0k 0.00% Added +2.4k +2,362
15 Yakira Capital Management, Inc. 0.14% of their portfolio Westport, CT 83,28883.3k $475.6k $475.6k 0.14% Unchanged
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 80,98381.0k $462.4k $462.4k 0.00% Reduced -54.8k -54,757
17 Man Group plc 0.00% of their portfolio LONDON, X0 77,96278.0k $445.2k $445.2k 0.00% Added +2.9k +2,906
18 DELTEC ASSET MANAGEMENT LLC 0.05% of their portfolio New York, NY 65,00065.0k $371.1k $371.1k 0.05% Unchanged
19 Alpine Global Management, LLC 0.06% of their portfolio NEW YORK, NY 59,56959.6k $340.1k $340.1k 0.06% Reduced -15.4k -15,431
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,52959.5k $339.9k $339.9k 0.00% Reduced -47.4k -47,366
21 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 59,00059.0k $336.9k $336.9k 0.00% Unchanged
22 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 57,83157.8k $330.2k $330.2k 0.00% Reduced -7.8k -7,829
23 Dynamic Technology Lab Private Ltd 0.07% of their portfolio SINGAPORE, U0 54,16654.2k $309.0k $309.0k 0.07% Unchanged
24 ESSEX INVESTMENT MANAGEMENT CO LLC 0.04% of their portfolio BOSTON, MA 53,25853.3k $304.1k $304.1k 0.04% Added +23.2k +23,224
25 Centiva Capital, LP 0.01% of their portfolio New York, NY 49,25249.3k $281.2k $281.2k 0.01% Added +3.1k +3,052
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,25544.3k $252.7k $252.7k 0.00% New
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,74735.7k $204.1k $204.1k 0.00% New
28 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 33,00033.0k $188.4k $188.4k 0.00% Unchanged
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,66831.7k $180.8k $180.8k 0.00% Added +6.0k +5,970
30 Quinn Opportunity Partners LLC 0.01% of their portfolio CHARLOTTESVILLE, VA 29,34929.3k $167.6k $167.6k 0.01% Unchanged
31 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 25,00425.0k $142.8k $142.8k 0.00% Reduced -95 -95
32 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 25,00025.0k $142.8k $142.8k 0.00% Added +5.0k +5,000
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,46423.5k $134.0k $134.0k 0.00% Added +3.4k +3,369
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,32223.3k $133.2k $133.2k 0.00% Added +633 +633
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 22,01722.0k $125.7k $125.7k 0.00% Reduced -44.1k -44,113
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,36320.4k $116.3k $116.3k 0.00% New
37 Carlson Capital, L.P. 0.02% of their portfolio DALLAS, TX 20,00020.0k $114.2k $114.2k 0.02% New
38 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,57318.6k $106.1k $106.1k 0.00% New
39 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 16,79716.8k $95.9k $95.9k 0.00% New
40 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 15,18315.2k $86.7k $86.7k 0.00% Added +4.8k +4,754
41 Murchinson Ltd. 0.04% of their portfolio TORONTO, A6 13,22313.2k $75.5k $75.5k 0.04% Reduced -23.3k -23,337
42 Legato Capital Management LLC 0.01% of their portfolio San Francisco, CA 12,56912.6k $71.8k $71.8k 0.01% New
43 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 11,09011.1k $63.3k $63.3k 0.00% New
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,94110.9k $62.0k $62.0k 0.00% New
45 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,55410.6k $60.3k $60.3k 0.00% Added +515 +515
46 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,08910.1k $57.6k $57.6k 0.00% Reduced -12.1k -12,090
47 Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio STOCKHOLM, V7 10,00010.0k $57.1k $57.1k 0.00% Reduced -40.7k -40,710
48 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 9,8439.8k $56.2k $56.2k 0.00% Added +7.6k +7,613
49 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,4928.5k $48.5k $48.5k 0.00% Reduced -28.4k -28,376
50 FMR LLC 0.00% of their portfolio BOSTON, MA 3,1893.2k $18.2k $18.2k 0.00% Reduced -923 -923
51 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,1783.2k $18.1k $18.1k 0.00% Unchanged
52 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,0502.0k $11.7k $11.7k 0.00% Unchanged
53 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,5021.5k $8.6k $8.6k 0.00% Unchanged
54 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,4981.5k $8.6k $8.6k 0.00% Unchanged
55 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,2631.3k $7.2k $7.2k 0.00% New
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 457457 $2.6k $2.6k 0.00% Reduced -1.5k -1,473
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 425425 $2.4k $2.4k 0.00% Reduced -3.9k -3,893
58 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 379379 $2.2k $2.2k 0.00% Reduced -1.9k -1,881
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 368368 $2.1k $2.1k 0.00% Reduced -3.5k -3,549
60 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 351351 $2.0k $2.0k 0.00% New
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 273273 $1.6k $1.6k 0.00% Unchanged
62 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 264264 $1.5k $1.5k 0.00% Reduced -2.2k -2,220
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 169169 $965 $965 0.00% New
64 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 149149 $851 $851 0.00% Added +48 +48
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7575 $428 $428 0.00% Unchanged
66 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 7373 $420 $420 0.00% New
67 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 5858 $331 $331 0.00% Reduced -9 -9
68 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 4141 $234 $234 0.00% New
69 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3030 $171 $171 0.00% Unchanged
70 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2121 $123 $123 0.00% Unchanged
71 Acumen Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 2020 $115 $115 0.00% New
72 Blume Capital Management, Inc. 0.00% of their portfolio BERKELEY, CA 77 $40 $40 0.00% New
73 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 77 $40 $40 0.00% Added +3 +3
74 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 33 $19 $19 0.00% New
75 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $6 $6 0.00% Unchanged
76 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 11 $6 $6 0.00% New