WAVEMAN · COMPANY

UTZ · Utz Brands, Inc.

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

← ALL COMPANIES

UTZ

Name: Utz Brands, Inc. (UTZ) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Utz Brands, Inc.

FOOD & BEVERAGE · MISCELLANEOUS FOOD PREPARATIONS & KINDRED PRODUCTS · CIK 0001739566

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

141

13F, latest reported quarter

REVENUE GROWTH

+2.1%

XBRL, annual

NET MARGIN

0.1%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

141 funds added or opened last quarter

below 53% of Food & Beverage

REVENUE

+2.1% year over year

below 56% of Food & Beverage

MARGIN

0.1% net margin

below 58% of Food & Beverage

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

141 funds added or opened positions in the latest 13F quarter, of 236 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +9.5%

+9.5%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 141 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

HSY COCO RMCF CELH LWAY VITL SAM KO WEST FRPT STZ KDP

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Utz Brands, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Shea Theresa Robbins

EVP, Chief Legal Officer

BUY

2025-12-31

702.0

$6.9K

Sponaugle James

EVP & Chief People Officer

BUY

2025-12-31

679.0

$6.7K

Series R of UM Partners, LLC

—

BUY

2025-11-24

1,406.0

$13.4K

Series U of UM Partners, LLC

—

BUY

2025-11-24

7,971.0

$75.8K

Series R of UM Partners, LLC

—

BUY

2025-11-21

12,420.0

$119.2K

131 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 126 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

6,122,796.0 sh

$47.1M

VANGUARD PORTFOLIO MANAGEMENT LLC

4,066,303.0 sh

$31.3M

Copeland Capital Management, LLC

3,958,637.0 sh

$30.5M

JPMORGAN CHASE & CO

3,471,373.0 sh

$27.1M

VANGUARD CAPITAL MANAGEMENT LLC

3,273,514.0 sh

$25.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

DIAMOND HILL SMALL CAP FUND

$5.3M POSITION · AS OF 2026-03-31

2.3%

Virtus Ceredex Small-Cap Value Equity Fund

$1.2M POSITION · AS OF 2026-03-31

1.2%

DF DENT SMALL CAP GROWTH FUND

$1.8M POSITION · AS OF 2026-03-31

1.2%

Advisors Capital Small/Mid Cap Fund

$1.3M POSITION · AS OF 2026-03-31

1.1%

ClearBridge Small Cap Fund

$6.9M POSITION · AS OF 2026-04-30

0.9%

Columbia Select Small Cap Value Fund

$3.5M POSITION · AS OF 2026-02-28

0.9%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2023-01
REVENUE	$1.4B	$1.4B	$1.4B	$1.4B
GROSS PROFIT	$358.3M	$369.1M	$350.8M	$449.1M
OPERATING INCOME	$19.5M	$58.9M	$16.0M	$5.3M
NET INCOME	$800.0K	$15.9M	$-24.9M	$-392.0K
EPS (DILUTED)	0.01	0.19	-0.31	0.00
OPERATING CASH FLOW	$112.2M	$106.2M	$76.6M	$48.2M
CASH	$120.4M	$56.1M	$52.0M	$72.9M
LONG-TERM DEBT	$818.2M	$752.5M	$878.5M	$893.3M
DIVIDENDS PAID	$22.3M	$21.7M	$18.5M	$17.2M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE