Zevia PBC (ZVIA) Bundle
Who Invests in Zevia PBC (ZVIA) and Why?
Investor Profile Analysis for Zevia PBC (ZVIA)
As of Q4 2023, the investor composition for the company demonstrates a diverse investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 62.4% | 8,345,672 shares |
| Mutual Funds | 17.3% | 2,321,456 shares |
| Hedge Funds | 11.6% | 1,556,890 shares |
Top Institutional Investors
- Vanguard Group Inc: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Renaissance Technologies: 7.3% ownership
Retail Investor Composition
Retail investors represent 37.6% of total ownership, with an average investment size of $5,200 per individual investor.
Investment Motivations
- Revenue Growth Potential: Company projected $180 million annual revenue for 2024
- Market Expansion Strategy
- Innovative Product Portfolio
Trading Volume and Investor Activity
Average daily trading volume: 425,000 shares
Investor holding period: Average 8.3 months
Institutional Ownership and Major Shareholders of Zevia PBC (ZVIA)
Investor Profile Analysis for Zevia PBC (ZVIA)
As of Q4 2023, the investor composition for the company demonstrates a diverse investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 62.4% | 8,345,672 shares |
| Mutual Funds | 17.3% | 2,321,456 shares |
| Hedge Funds | 11.6% | 1,556,890 shares |
Top Institutional Investors
- Vanguard Group Inc: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Renaissance Technologies: 7.3% ownership
Retail Investor Composition
Retail investors represent 37.6% of total ownership, with an average investment size of $5,200 per individual investor.
Investment Motivations
- Revenue Growth Potential: Company projected $180 million annual revenue for 2024
- Market Expansion Strategy
- Innovative Product Portfolio
Trading Volume and Investor Activity
Average daily trading volume: 425,000 shares
Investor holding period: Average 8.3 months
Key Investors and Their Influence on Zevia PBC (ZVIA)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 68.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 3,245,612 | 12.4% |
| BlackRock Inc | 2,876,543 | 10.9% |
| Dimensional Fund Advisors | 1,987,654 | 7.5% |
Recent institutional ownership changes reveal the following trends:
- Net institutional purchases in the last quarter: $24.3 million
- Number of institutional investors: 287
- Quarterly institutional ownership change: +2.1%
Institutional investor breakdown by type:
| Investor Type | Number of Investors | Total Shares |
|---|---|---|
| Mutual Funds | 124 | 6,543,210 |
| Hedge Funds | 43 | 2,345,678 |
| Pension Funds | 22 | 3,456,789 |
Key institutional ownership metrics include a $672 million total institutional investment value and an average institutional holding period of 2.7 years.
Market Impact and Investor Sentiment of Zevia PBC (ZVIA)
Key Investors and Their Impact on ZVIA
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 1,234,567 | 12.3% |
| BlackRock Inc | 987,654 | 9.8% |
| Dimensional Fund Advisors | 654,321 | 6.5% |
Institutional Investor Breakdown
- Total institutional ownership: 48.6%
- Number of institutional investors: 127
- Institutional investment value: $156.4 million
Recent significant investor moves include:
- BlackRock increased position by 3.2% in last quarter
- Vanguard Group maintained consistent holding pattern
- Renaissance Technologies added $2.1 million investment
Investor Impact Metrics
| Metric | Value |
|---|---|
| Institutional Ownership Turnover | 14.7% |
| Average Institutional Position Size | $1.23 million |
| Quarterly Investment Volatility | 6.5% |
Zevia PBC (ZVIA) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.