HNSTNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends December 31
Honest Company, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$4.97−0.03 (-0.60%)
Close on Oct 19, 2026
- Market cap
- $562.14M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.1%
52M of 107M shares
Institutional holders
147
21 new, 24 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 39 sales
Net sold $3.95M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,698,570 | 5.70% | 13G (passive) | Sep 30, 2024 |
| Jessica Warren | – | 5.40% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HNST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,011,486 | 6.54% | $25.66M | +451,072 | 0.00% |
| Mak Capital One LLC | 4,776,088 | 4.45% | $17.48M | – | 2.45% |
| Vanguard Capital Management LLC | 4,217,110 | 3.93% | $15.43M | −31,769 | 0.00% |
| ArrowMark Colorado Holdings LLC | 2,923,546 | 2.73% | $10.70M | +375,000 | 0.45% |
| Geode Capital Management, LLC | 2,587,170 | 2.41% | $9.47M | +172,608 | 0.00% |
| State Street Corp | 2,089,512 | 1.95% | $7.65M | +194,793 | 0.00% |
| Dimensional Fund Advisors LP | 1,788,081 | 1.67% | $6.54M | +255,045 | 0.00% |
| Vanguard Portfolio Management LLC | 1,746,239 | 1.63% | $6.39M | +11,899 | 0.00% |
| Portolan Capital Management, LLC | 1,740,146 | 1.62% | $6.37M | −1,305,688 | 0.24% |
| American Century Companies Inc | 1,651,800 | 1.54% | $6.05M | +1,475,201 | 0.00% |
| Ameriprise Financial Inc | 1,611,811 | 1.50% | $5.90M | +195,300 | 0.00% |
| Aqr Capital Management LLC | 1,498,653 | 1.40% | $5.49M | +53,451 | 0.00% |
| Jane Street Group, LLC | 1,452,739 | 1.35% | $5.32M | +368,632 | 0.00% |
| Marshall Wace, Llp | 1,437,242 | 1.34% | $5.26M | −483,901 | 0.00% |
| Citadel Advisors LLC | 1,137,705 | 1.06% | $4.16M | −749,358 | 0.00% |
| Goldman Sachs Group Inc | 995,786 | 0.93% | $3.64M | +349,740 | 0.00% |
| FMR LLC | 956,776 | 0.89% | $3.50M | +90,525 | 0.00% |
| Tudor Investment Corp Et Al | 935,671 | 0.87% | $3.42M | +426,524 | 0.00% |
| Citigroup Inc | 905,094 | 0.84% | $3.31M | +121,086 | 0.00% |
| Northern Trust Corp | 765,857 | 0.71% | $2.80M | +45,616 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 147 | 52M | 48.1% | 21 / 77 | 35 / 24 | 7M | 4M |
| Q1 2026 | 153 | 49M | 45.8% | 36 / 51 | 48 / 20 | 15M | 8M |
| Q4 2025 | 140 | 49M | 45.3% | 24 / 48 | 49 / 29 | 10M | 14M |
| Q3 2025 | 145 | 52M | 48.2% | 24 / 48 | 55 / 44 | 5M | 15M |
| Q2 2025 | 167 | 62M | 58.3% | 28 / 74 | 47 / 33 | 8M | 12M |
| Q1 2025 | 173 | 66M | 61.4% | 29 / 56 | 70 / 39 | 13M | 10M |
| Q4 2024 | 187 | 65M | 60.7% | 65 / 67 | 41 / 16 | 22M | 18M |
| Q3 2024 | 143 | 61M | 56.6% | 38 / 57 | 27 / 22 | 18M | 8M |
| Q2 2024 | 128 | 55M | 51.1% | 28 / 36 | 46 / 23 | 12M | 10M |
| Q1 2024 | 123 | 52M | 48.8% | 47 / 39 | 20 / 14 | 13M | 4M |
| Q4 2023 | 91 | 44M | 40.6% | 26 / 24 | 17 / 8 | 6M | 3M |
| Q3 2023 | 77 | 51M | 47.6% | 10 / 19 | 18 / 15 | 7M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HNST | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,986,508 | 2.78% | $10.93M | 0.00% | Jun 30, 2026 |
| Meridian Contrarian Fund | 2,923,546 | 2.73% | $10.70M | 1.57% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,466,862 | 2.30% | $9.03M | 0.01% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 1,710,131 | 1.59% | $5.99M | 0.01% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 1,182,014 | 1.10% | $4.14M | 0.04% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,127,267 | 1.05% | $4.13M | 0.00% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,122,160 | 1.05% | $4.10M | 0.16% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 1,045,542 | 0.97% | $3.82M | 0.01% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 897,150 | 0.84% | $3.28M | 0.06% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 884,672 | 0.82% | $3.24M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 509,588 | 0.47% | $1.78M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 486,306 | 0.45% | $1.70M | 0.01% | May 31, 2026 |
| Knights of Columbus Small Cap Equity Fund | 480,810 | 0.45% | $1.75M | 0.83% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 392,810 | 0.37% | $1.37M | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 370,426 | 0.35% | $1.35M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Carla Vernon | Chief Executive Officer, Director | 4,190,626 | 3.91% | Aug 24, 2026 |
| Thomas Sternweis | SVP, Enterprise Dev. & Strat. | 429,394 | 0.40% | Sep 15, 2026 |
| Brendan Sheehey | General Counsel | 812,023 | 0.76% | Aug 24, 2026 |
| Curtiss James Bruce III | Chief Fin. & Operating Officer | 582,986 | 0.54% | Aug 24, 2026 |
| Kunssberg Etienne von | SVP, Supply Chain | 383,517 | 0.36% | Aug 24, 2026 |
| Jonathan Mayle | SVP, Customer Sales | 469,793 | 0.44% | Aug 24, 2026 |
| Dorria L. Ball | Chief People Officer | 418,584 | 0.39% | Aug 24, 2026 |
| Stephen Winchell | Chief Innovation Officer | 483,293 | 0.45% | May 22, 2026 |
| Katherine Barton | Chief Growth Officer | 858,649 | 0.80% | Nov 21, 2025 |
| David Loretta | Chief Financial Officer | 883,153 | 0.82% | May 23, 2025 |
| Andrea Turner | Director | 252,405 | 0.24% | Aug 11, 2026 |
| Michael J. Barkley | Director | 305,358 | 0.28% | May 22, 2026 |
| James D. White | Director | 364,465 | 0.34% | May 22, 2026 |
| Jack Hartung | Director | 444,043 | 0.41% | May 22, 2026 |
| Katie J. Bayne | Director | 415,812 | 0.39% | May 22, 2026 |
| Susan Gentile | Director | 347,761 | 0.32% | May 22, 2026 |
| Jessica Warren | Director | 5,503,316 | 5.13% | May 22, 2026 |
| Alissa Hsu Lynch | Director | 314,706 | 0.29% | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas Sternweis SVP, Enterprise Dev. & Strat. | Sep 14, 2026 | Sale(10b5-1 plan) | −25,000 | $5.48 | $137.00K | 429,394 |
| Kunssberg Etienne von SVP, Supply Chain | Aug 21, 2026 | Sale(10b5-1 plan) | −4,578 | $5.01 | $22.94K | 383,517 |
| Thomas Sternweis SVP, Enterprise Dev. & Strat. | Aug 20, 2026 | Sale(10b5-1 plan) | −6,403 | $4.99 | $31.95K | 454,394 |
| Carla Vernon Chief Executive Officer, Director | Aug 20, 2026 | Award | +362,068 | – | – | 4,190,626 |
| Carla Vernon Chief Executive Officer, Director | Aug 20, 2026 | Sale(10b5-1 plan) | −117,893 | $4.99 | $588.29K | 3,828,558 |
| Brendan Sheehey General Counsel | Aug 20, 2026 | Award | +105,799 | – | – | 812,023 |
| Brendan Sheehey General Counsel | Aug 20, 2026 | Sale(10b5-1 plan) | −9,664 | $4.99 | $48.22K | 706,224 |
| Dorria L. Ball Chief People Officer | Aug 20, 2026 | Sale(10b5-1 plan) | −6,812 | $4.99 | $33.99K | 418,584 |
| Jonathan Mayle SVP, Customer Sales | Aug 20, 2026 | Award | +105,799 | – | – | 469,793 |
| Jonathan Mayle SVP, Customer Sales | Aug 20, 2026 | Sale(10b5-1 plan) | −6,161 | $4.99 | $30.74K | 363,994 |
| Kunssberg Etienne von SVP, Supply Chain | Aug 20, 2026 | Award | +105,799 | – | – | 388,095 |
| Kunssberg Etienne von SVP, Supply Chain | Aug 20, 2026 | Sale(10b5-1 plan) | −2,617 | $4.99 | $13.06K | 282,296 |
| Curtiss James Bruce III Chief Fin. & Operating Officer | Aug 20, 2026 | Sale(10b5-1 plan) | −3,129 | $4.99 | $15.61K | 582,986 |
| Andrea Turner Director | Aug 11, 2026 | Sale | −29,899 | $5.21 | $155.77K | 252,405 |
| Jonathan Mayle SVP, Customer Sales | Aug 10, 2026 | Sale | −79,000 | $5.22 | $412.38K | 370,155 |
| Andrea Turner Director | Aug 10, 2026 | Sale | −34,396 | $5.30 | $182.30K | 282,304 |
| Kunssberg Etienne von SVP, Supply Chain | May 22, 2026 | Sale | −4,544 | $3.34 | $15.18K | 284,913 |
| Curtiss James Bruce III Chief Financial Officer | May 21, 2026 | Award | +59,958 | – | – | 586,115 |
| Alissa Hsu Lynch Director | May 21, 2026 | Award | +41,970 | – | – | 314,706 |
| Andrea Turner Director | May 21, 2026 | Award | +41,970 | – | – | 316,700 |
| James D. White Director | May 21, 2026 | Award | +41,970 | – | – | 364,465 |
| Jessica Warren Director | May 21, 2026 | Award | +41,970 | – | – | 1,250,280 |
| Katie J. Bayne Director | May 21, 2026 | Award | +41,970 | – | – | 415,812 |
| Michael J. Barkley Director | May 21, 2026 | Award | +41,970 | – | – | 305,358 |
| Jack Hartung Director | May 21, 2026 | Award | +41,970 | – | – | 444,043 |
| Susan Gentile Director | May 21, 2026 | Award | +41,970 | – | – | 347,761 |
| Carla Vernon Chief Executive Officer, Director | May 20, 2026 | Sale(10b5-1 plan) | −119,389 | $3.14 | $374.88K | 3,946,451 |
| Brendan Sheehey General Counsel | May 20, 2026 | Sale(10b5-1 plan) | −9,784 | $3.14 | $30.72K | 715,888 |
| Kunssberg Etienne von SVP, Supply Chain | May 20, 2026 | Sale | −2,651 | $3.14 | $8.32K | 289,457 |
| Dorria L. Ball Chief People Officer | May 20, 2026 | Sale(10b5-1 plan) | −6,899 | $3.14 | $21.66K | 425,396 |
| Stephen Winchell Chief Innovation Officer | May 20, 2026 | Sale(10b5-1 plan) | −12,886 | $3.14 | $40.46K | 483,293 |
| Thomas Sternweis SVP, Enterprise Dev. & Strat. | May 20, 2026 | Sale(10b5-1 plan) | −6,673 | $3.14 | $20.95K | 460,797 |
| Curtiss James Bruce III Chief Financial Officer | May 20, 2026 | Sale(10b5-1 plan) | −12,669 | $3.14 | $39.78K | 526,157 |
| Jonathan Mayle SVP, Customer Sales | May 20, 2026 | Sale(10b5-1 plan) | −6,236 | $3.14 | $19.58K | 449,155 |
| Kunssberg Etienne von SVP, Supply Chain | Mar 9, 2026 | Sale | −16,602 | $2.75 | $45.66K | 292,108 |
| Carla Vernon Chief Executive Officer, Director | Mar 5, 2026 | Sale(10b5-1 plan) | −129,041 | $2.85 | $367.77K | 4,065,840 |
| Kunssberg Etienne von SVP, Supply Chain | Mar 5, 2026 | Sale(10b5-1 plan) | −12,179 | $2.85 | $34.71K | 308,710 |
| Brendan Sheehey General Counsel | Mar 5, 2026 | Sale(10b5-1 plan) | −22,556 | $2.85 | $64.28K | 725,672 |
| Thomas Sternweis SVP, Enterprise Dev. & Strat. | Mar 5, 2026 | Sale(10b5-1 plan) | −14,866 | $2.85 | $42.37K | 467,470 |
| Carla Vernon Chief Executive Officer, Director | Mar 5, 2026 | Sale(10b5-1 plan) | −129,335 | $2.85 | $368.60K | 4,065,546 |
| Stephen Winchell Chief Innovation Officer | Mar 5, 2026 | Sale(10b5-1 plan) | −21,287 | $2.85 | $60.67K | 496,179 |
| Dorria L. Ball Chief People Officer | Mar 5, 2026 | Sale(10b5-1 plan) | −15,099 | $2.85 | $43.03K | 432,295 |
| Jonathan Mayle SVP, Customer Sales | Mar 5, 2026 | Sale(10b5-1 plan) | −12,725 | $2.85 | $36.27K | 455,391 |
| Stephen Winchell Chief Innovation Officer | Mar 3, 2026 | Sale | −73,685 | $2.84 | $209.27K | 517,466 |
| Curtiss James Bruce III Chief Financial Officer | Feb 24, 2026 | Award | +335,946 | – | – | 538,826 |
| Brendan Sheehey General Counsel | Feb 24, 2026 | Award | +191,489 | – | – | 748,228 |
| Jonathan Mayle SVP, Customer Sales | Feb 24, 2026 | Award | +174,692 | – | – | 468,116 |
| Thomas Sternweis SVP, Enterprise Dev. & Strat. | Feb 24, 2026 | Award | +196,528 | – | – | 482,336 |
| Kunssberg Etienne von SVP, Supply Chain | Feb 24, 2026 | Award | +205,767 | – | – | 320,889 |
| Carla Vernon Chief Executive Officer, Director | Feb 24, 2026 | Award | +1,293,393 | – | – | 4,194,881 |
| Stephen Winchell Chief Innovation Officer | Feb 24, 2026 | Award | +191,489 | – | – | 591,151 |
| Dorria L. Ball Chief People Officer | Feb 24, 2026 | Award | +184,770 | – | – | 447,394 |
| Andrea Turner Director | Jan 1, 2026 | Award | +26,660 | $2.72 | $72.52K | 274,730 |
| Katie J. Bayne Director | Jan 1, 2026 | Award | +27,580 | $2.72 | $75.02K | 373,842 |
| Jack Hartung Director | Jan 1, 2026 | Award | +29,418 | $2.72 | $80.02K | 402,073 |
| Susan Gentile Director | Jan 1, 2026 | Award | +28,499 | $2.72 | $77.52K | 305,791 |
| Katherine Barton Chief Growth Officer | Nov 21, 2025 | Sale(10b5-1 plan) | −5,049 | $2.53 | $12.77K | 858,649 |
| Brendan Sheehey General Counsel | Nov 20, 2025 | Sale(10b5-1 plan) | −11,849 | $2.60 | $30.81K | 556,739 |
| Carla Vernon Chief Executive Officer, Director | Nov 20, 2025 | Sale(10b5-1 plan) | −97,505 | $2.60 | $253.51K | 2,901,488 |
| Dorria L. Ball Chief People Officer | Nov 20, 2025 | Sale(10b5-1 plan) | −4,767 | $2.60 | $12.39K | 262,624 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. Sternweis Thomas Officer | Oct 8, 2026 | 25,000 | $122.45K | Oct 8, 2026 | Restricted Stock |
| J. Sternweis Thomas Officer | Sep 14, 2026 | 25,000 | $137.03K | Sep 14, 2026 | Restricted Stock |
| Winchell Stephen Officer | Aug 25, 2026 | 50,000 | $269.12K | Aug 25, 2026 | Restricted Stock |
| E. Von Kunssberg Etienne Officer | Aug 21, 2026 | 4,578 | $22.94K | Aug 21, 2026 | Restricted Stock |
| Ball Dorra Officer | Aug 20, 2026 | 6,724 | $33.35K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2023 Inducement Plan and 2021 Equity Incentive Plan. |
| Sheehey Brendan Officer | Aug 20, 2026 | 9,538 | $47.31K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Plan. |
| Bruce Curtiss Officer | Aug 20, 2026 | 3,088 | $15.32K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2023 Inducement Plan. |
| von Kunssberg Etienne Officer | Aug 20, 2026 | 2,582 | $12.81K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2023 Inducement Plan. |
| Vernon Carla Officer | Aug 20, 2026 | 116,413 | $577.41K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2023 Inducement Plan and 2021 Equity Incentive Plan. |
| Sternweis Thomas Officer | Aug 20, 2026 | 6,317 | $31.33K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Plan. |
| Mayle Jonathan Officer | Aug 20, 2026 | 6,077 | $30.14K | Aug 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Plan. |
| Mayle Jonathan Officer | Aug 10, 2026 | 79,000 | $412.11K | Aug 10, 2026 | Restricted Stock |
| Turner Andrea Director | Aug 7, 2026 | 64,295 | $351.05K | Aug 10, 2026 | Restricted Stock Award |
| E. Von Kunssberg Etienne Officer | May 22, 2026 | 4,544 | $15.16K | May 22, 2026 | Restricted Stock |
| Winchell Stephen Officer | May 20, 2026 | 12,563 | $40.45K | May 20, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Plan. |