LFVNNasdaqPharmaceutical PreparationsFiscal year ends December 31
Lifevantage Corp
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 27, 2026
$5.98−0.02 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $74.97M
- P/E (TTM)
- 15.0
- Dividend yield
- 3.09%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
47.2%
6M of 13M shares
Institutional holders
89
17 new, 29 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
8 buys · 6 sales
Net sold $275.63K
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 |
|---|---|---|---|---|
| Dayton Judd | 762,741 | 5.90% | 13D (active) amendment | Feb 14, 2024 |
| Renaissance Technologies Holdings Corporation | 669,418 | 5.31% | 13G (passive) amendment | Apr 1, 2026 |
| The Capital Management Corporation | 1,878,411 | 14.90% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LFVN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital Management Corp /Va | 1,878,411 | 14.99% | $11.72M | −563,508 | 1.76% |
| Renaissance Technologies LLC | 669,418 | 5.34% | $4.18M | −198,286 | 0.01% |
| Vanguard Capital Management LLC | 429,203 | 3.43% | $2.68M | −219 | 0.00% |
| BlackRock, Inc. | 268,605 | 2.14% | $1.68M | −501,093 | 0.00% |
| Dimensional Fund Advisors LP | 256,296 | 2.05% | $1.60M | −19,900 | 0.00% |
| Envestnet Asset Management Inc | 229,907 | 1.84% | $1.43M | +10,745 | 0.00% |
| Susquehanna International Group, Llp | 169,046 | 1.35% | $1.05M | New | 0.00% |
| American Century Companies Inc | 144,386 | 1.15% | $900.97K | +39,722 | 0.00% |
| Jane Street Group, LLC | 138,056 | 1.10% | $861.47K | New | 0.00% |
| Geode Capital Management, LLC | 120,830 | 0.96% | $754.31K | −140,362 | 0.00% |
| Aqr Capital Management LLC | 113,203 | 0.90% | $706.39K | −42,893 | 0.00% |
| Goldman Sachs Group Inc | 110,864 | 0.88% | $691.79K | −74,250 | 0.00% |
| Citadel Advisors LLC | 99,791 | 0.80% | $622.70K | +23,281 | 0.00% |
| Advyzon Investment Management, LLC | 85,827 | 0.69% | $535.56K | −22,422 | 0.04% |
| Indivisible Partners | 84,185 | 0.67% | $525.31K | −22,669 | 0.03% |
| Perkins Capital Management Inc | 75,458 | 0.60% | $470.86K | – | 0.35% |
| Millennium Management LLC | 70,324 | 0.56% | $438.82K | New | 0.00% |
| Morgan Stanley | 65,284 | 0.52% | $407.38K | −26,459 | 0.00% |
| Barclays PLC | 64,901 | 0.52% | $404.98K | +3,987 | 0.00% |
| Vanguard Fiduciary Trust Co | 64,238 | 0.51% | $400.85K | −3,353 | 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 | 89 | 6M | 47.2% | 17 / 23 | 32 / 29 | 1M | 2M |
| Q1 2026 | 104 | 8M | 60.6% | 19 / 41 | 24 / 24 | 1M | 1M |
| Q4 2025 | 111 | 8M | 60.6% | 22 / 40 | 26 / 18 | 1M | 1M |
| Q3 2025 | 107 | 7M | 58.6% | 12 / 36 | 32 / 16 | 1M | 1M |
| Q2 2025 | 112 | 7M | 58.9% | 29 / 40 | 22 / 21 | 2M | 1M |
| Q1 2025 | 106 | 6M | 51.4% | 36 / 31 | 16 / 8 | 3M | 1M |
| Q4 2024 | 78 | 4M | 33.2% | 16 / 22 | 15 / 7 | 1M | 0M |
| Q3 2024 | 69 | 4M | 30.6% | 18 / 15 | 12 / 3 | 1M | 0M |
| Q2 2024 | 56 | 3M | 23.8% | 5 / 12 | 15 / 1 | 0M | 0M |
| Q1 2024 | 52 | 3M | 24.4% | 7 / 16 | 13 / 8 | 0M | 0M |
| Q4 2023 | 53 | 3M | 23.4% | 5 / 15 | 10 / 5 | 0M | 0M |
| Q3 2023 | 53 | 3M | 24.0% | 12 / 9 | 17 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LFVN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 307,743 | 2.46% | $1.92M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 110,659 | 0.88% | $690.51K | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 77,413 | 0.62% | $609.24K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 73,531 | 0.59% | $578.69K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 72,727 | 0.58% | $467.63K | 0.00% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 54,154 | 0.43% | $426.19K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 36,603 | 0.29% | $228.40K | 0.02% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 32,577 | 0.26% | $203.28K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 28,996 | 0.23% | $186.44K | 0.00% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 26,845 | 0.21% | $172.61K | 0.00% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 23,524 | 0.19% | $146.79K | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 21,105 | 0.17% | $135.71K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 18,690 | 0.15% | $147.09K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 16,878 | 0.13% | $132.83K | 0.00% | May 31, 2026 |
| Dimensional U.S. Equity Market ETF | 16,797 | 0.13% | $108.00K | 0.00% | 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 |
|---|---|---|---|---|
| Terrence Moorehead | President and CEO, Director | 308,642 | 2.46% | Aug 10, 2026 |
| Steven R. Fife | President and CEO, Director | 735,471 | 5.87% | Apr 3, 2026 |
| Carl Aure | Chief Financial Officer | 156,495 | 1.25% | Sep 14, 2026 |
| Kristen Cunningham | Chief Sales Officer | 120,162 | 0.96% | Sep 14, 2026 |
| Alissa Neufeld | General Counsel | 112,744 | 0.90% | Jul 6, 2026 |
| Todd Thompson | Chief Information Officer | 50,729 | 0.40% | Dec 29, 2025 |
| Julie Boyster | Chief Marketing Officer | 150,088 | 1.20% | Oct 3, 2025 |
| Darwin Lewis | Director | 138,244 | 1.10% | Sep 17, 2026 |
| Michael A. Beindorff | Director | 74,821 | 0.60% | Jun 5, 2026 |
| Judd Dayton | Director | 829,684 | 6.62% | Mar 2, 2026 |
| Cynthia Latham | Director | 64,879 | 0.52% | Nov 10, 2025 |
| Rajendran Anbalagan | Director | 23,999 | 0.19% | Nov 10, 2025 |
| Raymond B. Greer | Director | 112,819 | 0.90% | Nov 10, 2025 |
| Garry Paul Mauro | Director | 257,821 | 2.06% | May 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Darwin Lewis Director | Sep 15, 2026 | Buy | +976 | $6.22 | $6.07K | 138,244 |
| Kristen Cunningham Chief Sales Officer | Sep 14, 2026 | Sale | −8,901 | $6.18 | $55.01K | 120,162 |
| Kristen Cunningham Chief Sales Officer | Sep 11, 2026 | Sale | −100 | $6.41 | $641 | 129,063 |
| Kristen Cunningham Chief Sales Officer | Sep 10, 2026 | Tax withholding | −2,254 | $6.37 | $14.36K | 129,163 |
| Carl Aure Chief Financial Officer | Sep 10, 2026 | Tax withholding | −1,869 | $6.37 | $11.91K | 156,495 |
| Terrence Moorehead President and CEO, Director | Aug 6, 2026 | Award | +308,642 | – | – | 308,642 |
| Alissa Neufeld General Counsel | Jul 1, 2026 | Tax withholding | −1,342 | $6.25 | $8.39K | 112,744 |
| Carl Aure Chief Financial Officer | Jul 1, 2026 | Tax withholding | −1,361 | $6.25 | $8.51K | 155,554 |
| Kristen Cunningham Chief Sales Officer | Jul 1, 2026 | Tax withholding | −1,717 | $6.25 | $10.73K | 131,417 |
| Darwin Lewis Director | Jun 15, 2026 | Buy | +705 | $8.60 | $6.06K | 137,268 |
| Michael A. Beindorff Director | Jun 3, 2026 | Sale | −10,000 | $8.55 | $85.50K | 41,625 |
| Carl Aure Chief Financial Officer | Apr 1, 2026 | Tax withholding | −1,527 | $4.20 | $6.41K | 156,915 |
| Kristen Cunningham Chief Sales Officer | Apr 1, 2026 | Tax withholding | −1,928 | $4.20 | $8.10K | 133,134 |
| Alissa Neufeld General Counsel | Apr 1, 2026 | Tax withholding | −1,446 | $4.20 | $6.07K | 114,086 |
| Steven R. Fife President and CEO, Director | Apr 1, 2026 | Tax withholding | −8,180 | $4.20 | $34.36K | 735,471 |
| Darwin Lewis Director | Mar 16, 2026 | Buy | +1,055 | $5.23 | $5.52K | 136,563 |
| Judd Dayton Director | Mar 2, 2026 | Buy | +10,500 | $4.53 | $47.57K | 80,359 |
| Judd Dayton Director | Feb 27, 2026 | Buy | +18,097 | $4.63 | $83.79K | 69,859 |
| Judd Dayton Director | Feb 26, 2026 | Buy | +4,600 | $4.58 | $21.07K | 51,762 |
| Darwin Lewis Director | Feb 9, 2026 | Buy | +3,955 | $5.22 | $20.65K | 135,508 |
| Alissa Neufeld General Counsel | Jan 1, 2026 | Tax withholding | −1,445 | $6.16 | $8.90K | 115,532 |
| Steven R. Fife President and CEO, Director | Jan 1, 2026 | Tax withholding | −9,169 | $6.16 | $56.48K | 743,651 |
| Kristen Cunningham Chief Sales Officer | Jan 1, 2026 | Tax withholding | −1,926 | $6.16 | $11.86K | 135,060 |
| Carl Aure Chief Financial Officer | Jan 1, 2026 | Tax withholding | −1,527 | $6.16 | $9.41K | 158,442 |
| Todd Thompson Chief Information Officer | Dec 23, 2025 | Tax withholding | −601 | $6.23 | $3.74K | 50,729 |
| Darwin Lewis Director | Dec 15, 2025 | Buy | +805 | $6.54 | $5.26K | 131,553 |
| Michael A. Beindorff Director | Nov 25, 2025 | Gift | +7,819 | – | – | 51,625 |
| Michael A. Beindorff Director | Nov 25, 2025 | Gift | −7,819 | – | – | 27,570 |
| Michael A. Beindorff Director | Nov 19, 2025 | Sale | −12,607 | $6.42 | $80.94K | 43,806 |
| Michael A. Beindorff Director | Nov 7, 2025 | Sale | −1,000 | $7.33 | $7.33K | 35,389 |
| Michael A. Beindorff Director | Nov 7, 2025 | Sale | −35,000 | $6.92 | $242.20K | 56,413 |
| Judd Dayton Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 47,162 |
| Rajendran Anbalagan Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 23,999 |
| Cynthia Latham Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 64,879 |
| Raymond B. Greer Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 112,819 |
| Michael A. Beindorff Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 36,389 |
| Darwin Lewis Director | Nov 6, 2025 | Award | +13,531 | $7.76 | $105.00K | 130,748 |
| Alissa Neufeld General Counsel | Oct 1, 2025 | Tax withholding | −1,283 | $9.56 | $12.27K | 116,977 |
| Kristen Cunningham Chief Sales Officer | Oct 1, 2025 | Tax withholding | −1,720 | $9.56 | $16.44K | 136,986 |
| Julie Boyster Chief Marketing Officer | Oct 1, 2025 | Tax withholding | −1,835 | $9.56 | $17.54K | 150,088 |
| Steven R. Fife President and CEO, Director | Oct 1, 2025 | Tax withholding | −8,181 | $9.56 | $78.21K | 752,820 |
| Carl Aure Chief Financial Officer | Oct 1, 2025 | Tax withholding | −1,361 | $9.56 | $13.01K | 159,969 |
| Darwin Lewis Director | Sep 16, 2025 | Buy | +450 | $10.85 | $4.88K | 117,217 |
| Michael A. Beindorff Director | Sep 9, 2025 | Sale | −200 | $11.35 | $2.27K | 126 |
| Michael A. Beindorff Director | Sep 9, 2025 | Sale | −4,125 | $11.44 | $47.19K | 22,858 |
| Julie Boyster Chief Marketing Officer | Aug 31, 2025 | Tax withholding | −23,293 | $13.10 | $305.14K | 151,923 |
| Julie Boyster Chief Marketing Officer | Aug 31, 2025 | Option exercise | +27,966 | – | – | 175,216 |
| Julie Boyster Chief Marketing Officer | Aug 31, 2025 | Option exercise | +18,934 | – | – | 147,250 |
| Steven R. Fife President and CEO, Director | Aug 31, 2025 | Tax withholding | −98,177 | $13.10 | $1.29M | 761,001 |
| Steven R. Fife President and CEO, Director | Aug 31, 2025 | Option exercise | +90,718 | – | – | 750,218 |
| Steven R. Fife President and CEO, Director | Aug 31, 2025 | Option exercise | +108,960 | – | – | 859,178 |
| Kristen Cunningham Chief Sales Officer | Aug 31, 2025 | Option exercise | +17,752 | – | – | 134,357 |
| Kristen Cunningham Chief Sales Officer | Aug 31, 2025 | Option exercise | +26,150 | – | – | 160,507 |
| Kristen Cunningham Chief Sales Officer | Aug 31, 2025 | Tax withholding | −21,801 | $13.10 | $285.59K | 138,706 |
| Carl Aure Chief Financial Officer | Aug 31, 2025 | Tax withholding | −16,610 | $13.10 | $217.59K | 161,330 |
| Carl Aure Chief Financial Officer | Aug 31, 2025 | Option exercise | +14,792 | – | – | 159,054 |
| Carl Aure Chief Financial Officer | Aug 31, 2025 | Option exercise | +18,886 | – | – | 177,940 |
| Alissa Neufeld General Counsel | Aug 31, 2025 | Option exercise | +14,498 | – | – | 115,103 |
| Alissa Neufeld General Counsel | Aug 31, 2025 | Option exercise | +18,886 | – | – | 133,989 |
| Alissa Neufeld General Counsel | Aug 31, 2025 | Tax withholding | −15,729 | $13.10 | $206.05K | 118,260 |
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 |
|---|---|---|---|---|---|
| Michael A. Beindorff Director | Jun 3, 2026 | 10,000 | $87.30K | Jun 3, 2026 | EQUITY COMPENSATION |
| Michael A. Beindorff Director | Nov 7, 2025 | 54,107 | $365.22K | Nov 7, 2025 | Compensation for Board Service |
| Raymond B. Greer Director | Feb 10, 2025 | 8,000 | $160.24K | Feb 10, 2025 | Directors Compensation |
| Michael A. Beindorff Director | Feb 10, 2025 | 6,000 | $115.86K | Feb 10, 2025 | Open Market Purchase |
| Cynthia Latham Director | Feb 10, 2025 | 5,000 | $99.80K | Feb 10, 2025 | Stock Award |