13FPulse
中
LW

LWAY LIFEWAY FOODS INC

2026Q2 · CUSIP 531914109 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
97
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 78 → now 97
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

97 funds held LWAY at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $242M(YoY +25.6%), the P/E is 37.6x, return on equity is 12.8%. LWAY has had 3 buying rushes in its history. It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=48 2013Q4: holders=44 2014Q1: holders=45 2014Q2: holders=48 2014Q3: holders=47 2014Q4: holders=45 2015Q1: holders=50 2015Q2: holders=45 2015Q3: holders=43 2015Q4: holders=45 2016Q1: holders=47 2016Q2: holders=42 2016Q3: holders=46 2016Q4: holders=50 2017Q1: holders=52 2017Q2: holders=46 2017Q3: holders=44 2017Q4: holders=47 2018Q1: holders=43 2018Q2: holders=35 2018Q3: holders=30 2018Q4: holders=31 2019Q1: holders=25 2019Q2: holders=27 2019Q3: holders=31 2019Q4: holders=25 2020Q1: holders=21 2020Q2: holders=25 2020Q3: holders=26 2020Q4: holders=24 2021Q1: holders=23 2021Q2: holders=22 2021Q3: holders=18 2021Q4: holders=22 2022Q1: holders=16 2022Q2: holders=18 2022Q3: holders=18 2022Q4: holders=22 2023Q1: holders=23 2023Q2: holders=23 2023Q3: holders=40 2023Q4: holders=50 2024Q1: holders=52 2024Q2: holders=62 2024Q3: holders=89 2024Q4: holders=85 2025Q1: holders=81 2025Q2: holders=83 2025Q3: holders=98 2025Q4: holders=89 2026Q1: holders=78 2026Q2: holders=97 -27 -13.5 +0 +13.5 +27 1459103 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2024Q3 Top 20% — —
2023Q3 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
56
Change in large funds
+9
Total value they hold
$246M
Funds buying for the first time
33
Funds that sold out entirely
14
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
37.6
EPS (TTM)
$0.69
EPS YoY
-1.4%
Revenue (TTM)
$0.2B
Revenue YoY
+25.6%
Net margin
4.5%
ROE
12.8%
Debt ratio
36.1%
FCF (TTM)
-$31M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.03 2021-12-31: EPS 0.00 2022-03-31: EPS -0.06 2022-06-30: EPS 0.01 2022-09-30: EPS 0.06 2022-12-31: EPS 0.05 2023-03-31: EPS 0.06 2023-06-30: EPS 0.21 2023-09-30: EPS 0.23 2023-12-31: EPS 0.25 2024-03-31: EPS 0.16 2024-06-30: EPS 0.25 2024-09-30: EPS 0.19 2024-12-31: EPS 0.00 2025-03-31: EPS 0.23 2025-06-30: EPS 0.28 2025-09-30: EPS 0.23 2025-12-31: EPS 0.15 2026-03-31: EPS 0.30 2026-06-30: EPS 0.01 0M 33M 67M $M -0.07 0.13 0.33 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 14 385 757 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M-6M6M 20162017201820192020202120222023202420252026
Latest quarter $-7M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.