Zevia PBC Ownership | Who Owns Zevia PBC?
Zevia PBC Ownership Summary
Zevia PBC is owned by 1.25% institutional investors, 9.16% insiders, and 89.60% retail investors. Caisse de depot et placement du quebec is the largest institutional shareholder, holding 37.02% of ZVIA shares. Meridian Contrarian Legacy is the top mutual fund, with 1.82% of its assets in Zevia PBC shares.
ZVIA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Zevia PBC | 1.25% | 9.16% | 89.60% |
| Sector | Consumer Defensive Stocks | 35.88% | 15.87% | 48.25% |
| Industry | Non-Alcoholic Beverages Stocks | 27.80% | 24.57% | 47.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Caisse de depot et placement du quebec | 22.02M | 37.02% | $92.27M |
| Vanguard group | 1.36M | 2.29% | $5.70M |
| Arrowmark colorado | 1.00M | 1.68% | $4.19M |
| Silvercrest asset management group | 712.54K | 1.27% | $481.11K |
| Millennium management | 709.16K | 1.13% | $1.53M |
| Geode capital management | 539.65K | 0.91% | $2.26M |
| Blackrock | 386.68K | 0.69% | $261.09K |
| Blackrock funding, inc. /de | 383.75K | 0.65% | $1.61M |
| Emerald mutual fund advisers trust | 297.23K | 0.50% | $1.25M |
| Goldman sachs group | 275.38K | 0.46% | $1.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caisse de depot et placement du quebec | 22.02M | 0.19% | $92.27M |
| Emerald mutual fund advisers trust | 297.23K | 0.08% | $1.25M |
| Arrowmark colorado | 1.00M | 0.06% | $4.19M |
| Point72 asia (singapore) pte. | 21.49K | 0.02% | $90.04K |
| Catalina capital group | 10.00K | 0.01% | $41.90K |
| Capstone financial advisors | 50.00K | 0.01% | $209.50K |
| Xtx topco | 37.27K | 0.01% | $156.17K |
| Bridgeway capital management | 110.60K | 0.01% | $463.41K |
| Nwam | 35.87K | 0.01% | $150.28K |
| Emerald advisers | 54.36K | 0.01% | $227.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowmark colorado | 1.00M | 0.06% | 1.00M |
| Millennium management | 709.16K | 0.00% | 454.20K |
| Emerald mutual fund advisers trust | 297.23K | 0.08% | 297.23K |
| Goldman sachs group | 275.38K | 0.00% | 275.38K |
| Marshall wace, llp | 204.80K | 0.00% | 204.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 386.68K | - | -1.20M |
| Kennedy capital management | - | - | -381.02K |
| State street | 143.36K | - | -331.58K |
| Soviero asset management, lp | - | - | -210.00K |
| Bank of new york mellon | - | - | -105.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowmark colorado | 1.00M | 0.06% | 1.00M | $4.19M |
| Emerald mutual fund advisers trust | 297.23K | 0.08% | 297.23K | $1.25M |
| Marshall wace, llp | 204.80K | 0.00% | 204.80K | $858.11K |
| Russell investments group | 142.27K | 0.00% | 142.27K | $596.13K |
| Calamos advisors | 112.43K | 0.00% | 112.43K | $471.07K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Srs capital advisors | -85.00 |
| Nisa investment advisors | -168.00 |
| Steward partners investment advisory | -200.00 |
| Clear street markets | -766.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 3 | -95.65% | 785,953 | -97.38% | 1 | 0.05% | 1 | -97.78% | 1 | -88.89% |
| Dec 31, 2024 | 63 | 53.66% | 28,372,373 | 7.52% | 47 | 2.42% | 42 | 366.67% | 8 | -52.94% |
| Sep 30, 2024 | 39 | -30.36% | 26,285,811 | -5.09% | 44 | 1.80% | 9 | -67.86% | 17 | 13.33% |
| Jun 30, 2024 | 56 | 12.00% | 27,694,090 | -10.97% | 49 | 1.31% | 28 | 47.37% | 15 | -11.76% |
| Mar 31, 2024 | 50 | -19.35% | 31,107,345 | -1.74% | 61 | 1.58% | 19 | -40.63% | 17 | 21.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Meridian Contrarian Legacy | 1.20M | 1.82% | 200.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 787.60K | 1.19% | - |
| Vanguard Total Stock Mkt Idx Inv | 759.20K | 1.15% | 3.36K |
| Silvercrest U.S. Small Cap Growth | 416.55K | 0.67% | - |
| Kennedy Extended Small Cap | 381.02K | 0.65% | -257.39K |
| Emerald Growth A | 381.01K | 0.58% | - |
| Fidelity Extended Market Index | 295.66K | 0.45% | 3.76K |
| Timpani Small Cap Growth Equity | 200.33K | 0.30% | -190.74K |
| Calamos Timpani Small Cap Growth I | 200.33K | 0.30% | -9.15K |
| Empower Small Cap Value/Kennedy SP | 146.21K | 0.25% | -1.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2025 | Spence Padraic L. | - | Sell | $203.26K |
| Mar 18, 2025 | Simms Lorna R. | SVP, GC & Corporate Secretary | Sell | $10.40K |
| Mar 17, 2025 | Simms Lorna R. | SVP, GC & Corporate Secretary | Sell | $22.29K |
| Mar 17, 2025 | Satya Girish | Chief Financial Officer | Sell | $38.15K |
| Mar 14, 2025 | Taylor Amy | President & CEO | Sell | $117.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | 5 | 3 |
| 2024 Q2 | 1 | - |
ZVIA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools