MEDNYSEMiscellaneous Food Preparations & Kindred ProductsFiscal year ends December 31
MEDIFAST INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$12.03+0.15 (+1.26%)
Close on Oct 19, 2026
- Market cap
- $133.95M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.9%
8M of 11M shares
Institutional holders
113
26 new, 24 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
11 buys · 2 sales
Net bought $1.44M
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 |
|---|---|---|---|---|
| Parsa Kiai | 790,693 | 7.10% | 13D (active) amendment | Aug 20, 2026 |
| Renaissance Technologies Holdings Corporation | 773,710 | 6.96% | 13G (passive) amendment | Jan 2, 2026 |
| Citadel Securities Group LP | 715,910 | 6.50% | 13G (passive) | Mar 31, 2026 |
| Susquehanna Fundamental Investments, LLC | 654,945 | 6.00% | 13G (passive) amendment | Sep 30, 2025 |
| Susquehanna Portfolio Strategies, LLC | 587,214 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Renaissance Technologies LLC | 1,006,210 | 9.20% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MED | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 778,610 | 6.96% | $8.26M | +4,900 | 0.01% |
| Steamboat Capital Partners, LLC | 706,699 | 6.32% | $7.50M | −891 | 1.60% |
| Two Sigma Investments, LP | 481,381 | 4.31% | $5.11M | +143,223 | 0.00% |
| Vanguard Capital Management LLC | 446,614 | 3.99% | $4.74M | +2,147 | 0.00% |
| Charles Schwab Investment Management Inc | 396,996 | 3.55% | $4.21M | −234,543 | 0.00% |
| BlackRock, Inc. | 369,503 | 3.30% | $3.92M | −574,950 | 0.00% |
| Dimensional Fund Advisors LP | 363,394 | 3.25% | $3.86M | +1,632 | 0.00% |
| American Century Companies Inc | 318,911 | 2.85% | $3.38M | +94,631 | 0.00% |
| Morgan Stanley | 292,508 | 2.62% | $3.10M | −32,804 | 0.00% |
| Goldman Sachs Group Inc | 243,085 | 2.17% | $2.58M | +89,914 | 0.00% |
| Marshall Wace, Llp | 241,649 | 2.16% | $2.56M | New | 0.00% |
| Aqr Capital Management LLC | 236,434 | 2.11% | $2.51M | +90,859 | 0.00% |
| Peapod Lane Capital LLC | 222,576 | 1.99% | $2.36M | +3,513 | 1.59% |
| Lido Advisors, LLC | 220,337 | 1.97% | $2.34M | +37,302 | 0.01% |
| Trexquant Investment LP | 212,684 | 1.90% | $2.26M | +32,603 | 0.01% |
| Jane Street Group, LLC | 164,881 | 1.47% | $1.75M | +38,474 | 0.00% |
| Commons Capital, LLC | 149,916 | 1.34% | $1.59M | +111,916 | 1.11% |
| Quinn Opportunity Partners LLC | 127,112 | 1.14% | $1.35M | – | 0.06% |
| Geode Capital Management, LLC | 121,071 | 1.08% | $1.29M | −132,244 | 0.00% |
| Bridgeway Capital Management, LLC | 117,078 | 1.05% | $1.24M | −40,000 | 0.02% |
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 | 113 | 8M | 73.9% | 26 / 43 | 28 / 24 | 2M | 2M |
| Q1 2026 | 112 | 9M | 76.9% | 26 / 33 | 33 / 20 | 2M | 1M |
| Q4 2025 | 109 | 8M | 72.3% | 14 / 24 | 48 / 27 | 1M | 2M |
| Q3 2025 | 123 | 9M | 83.1% | 20 / 43 | 25 / 17 | 1M | 1M |
| Q2 2025 | 120 | 9M | 77.3% | 23 / 45 | 30 / 27 | 1M | 1M |
| Q1 2025 | 124 | 8M | 73.7% | 21 / 37 | 41 / 24 | 1M | 2M |
| Q4 2024 | 129 | 9M | 79.8% | 19 / 35 | 46 / 30 | 1M | 1M |
| Q3 2024 | 140 | 9M | 82.5% | 23 / 29 | 54 / 39 | 2M | 2M |
| Q2 2024 | 158 | 10M | 93.5% | 38 / 51 | 46 / 65 | 4M | 6M |
| Q1 2024 | 186 | 12M | 100.0% | 25 / 61 | 66 / 55 | 3M | 2M |
| Q4 2023 | 216 | 11M | 95.7% | 33 / 76 | 72 / 39 | 2M | 1M |
| Q3 2023 | 223 | 9M | 84.9% | 29 / 72 | 84 / 42 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MED | Value | % of fund | As of |
|---|---|---|---|---|---|
| Schwab Fundamental U.S. Small Company ETF | 377,616 | 3.38% | $4.73M | 0.05% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 318,980 | 2.85% | $3.38M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 232,366 | 2.08% | $2.91M | 0.01% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 130,668 | 1.17% | $1.64M | 0.02% | May 31, 2026 |
| iShares U.S. Small-Cap Equity Factor ETF | 120,973 | 1.08% | $1.19M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 115,543 | 1.03% | $1.23M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 110,808 | 0.99% | $1.09M | 0.01% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 67,482 | 0.60% | $663.35K | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 66,463 | 0.59% | $832.78K | 0.00% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 60,623 | 0.54% | $595.92K | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 55,568 | 0.50% | $696.27K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 50,935 | 0.46% | $638.22K | 0.00% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 48,912 | 0.44% | $518.96K | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 44,360 | 0.40% | $436.06K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Fund | 40,900 | 0.37% | $433.95K | 0.44% | Jun 30, 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 |
|---|---|---|---|---|
| Nicholas Mark Johnson | President | 13,457 | 0.12% | Mar 27, 2026 |
| Jonathan Barrett MacKenzie | VP, Finance & CAO | 20,838 | 0.19% | Mar 27, 2026 |
| James P. Maloney | Chief Financial Officer | 37,675 | 0.34% | Mar 27, 2026 |
| Daniel R. Chard | Director | 336,520 | 3.01% | Sep 30, 2026 |
| Parsa Kiai | Director | 31,950 | 0.29% | Aug 28, 2026 |
| Jeffrey Matthew Rose | Director | 11,680 | 0.10% | May 28, 2026 |
| Scott Schlackman | Director | 42,229 | 0.38% | May 28, 2026 |
| Ming Xian | Director | – | – | May 28, 2026 |
| Andrea B. Thomas | Director | 35,697 | 0.32% | May 28, 2026 |
| Elizabeth A. Geary | Director | 31,225 | 0.28% | May 28, 2026 |
| Michael A. Hoer | Director | 26,139 | 0.23% | Jun 26, 2025 |
| Jeffrey J. Brown | Director | 33,361 | 0.30% | Jun 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel R. Chard Director | Sep 29, 2026 | Sale(10b5-1 plan) | −9,544 | $11.73 | $111.95K | 130,609 |
| Daniel R. Chard Director | Sep 28, 2026 | Sale(10b5-1 plan) | −9,545 | $11.98 | $114.35K | 140,153 |
| Parsa Kiai Director | Aug 26, 2026 | Buy | +1,175 | $12.26 | $14.41K | 20,270 |
| Parsa Kiai Director | Aug 26, 2026 | Buy | +41,975 | $12.26 | $514.61K | 707,492 |
| Parsa Kiai Director | Aug 24, 2026 | Buy | +118 | $12.00 | $1.42K | 19,095 |
| Parsa Kiai Director | Aug 24, 2026 | Buy | +4,211 | $12.00 | $50.53K | 665,517 |
| Parsa Kiai Director | Aug 20, 2026 | Buy | +1,175 | $11.60 | $13.63K | 18,977 |
| Parsa Kiai Director | Aug 20, 2026 | Buy | +41,975 | $11.60 | $486.91K | 661,306 |
| Parsa Kiai Director | Aug 19, 2026 | Buy | +28,538 | $11.66 | $332.75K | 619,331 |
| Parsa Kiai Director | Aug 19, 2026 | Buy | +799 | $11.66 | $9.32K | 17,802 |
| Parsa Kiai Director | May 26, 2026 | Award | +11,680 | – | – | 11,680 |
| Parsa Kiai Director | May 26, 2026 | Award | +7,637 | – | – | 19,317 |
| Jeffrey Matthew Rose Director | May 26, 2026 | Award | +11,680 | – | – | 11,680 |
| Jeffrey Matthew Rose Director | May 26, 2026 | Award | +6,739 | – | – | 18,419 |
| Elizabeth A. Geary Director | May 26, 2026 | Award | +11,680 | – | – | 31,225 |
| Scott Schlackman Director | May 26, 2026 | Award | +11,680 | – | – | 42,229 |
| Andrea B. Thomas Director | May 26, 2026 | Award | +11,680 | – | – | 35,697 |
| Scott Schlackman Director | May 11, 2026 | Buy | +2,500 | $12.53 | $31.33K | 30,549 |
| Scott Schlackman Director | May 8, 2026 | Buy | +2,500 | $12.65 | $31.63K | 28,049 |
| Daniel R. Chard Chairman & CEO, Director | Mar 25, 2026 | Tax withholding | −20,095 | $9.59 | $192.71K | 146,438 |
| Daniel R. Chard Chairman & CEO, Director | Mar 25, 2026 | Award | +36,968 | – | – | 183,406 |
| Daniel R. Chard Chairman & CEO, Director | Mar 25, 2026 | Award | +4,827 | – | – | 188,233 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 25, 2026 | Award | +10,830 | – | – | 20,838 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 25, 2026 | Tax withholding | −862 | $9.59 | $8.27K | 10,008 |
| James P. Maloney Chief Financial Officer | Mar 25, 2026 | Tax withholding | −3,224 | $9.59 | $30.92K | 37,675 |
| James P. Maloney Chief Financial Officer | Mar 25, 2026 | Award | +34,344 | – | – | 72,019 |
| James P. Maloney Chief Financial Officer | Mar 25, 2026 | Award | +1,014 | – | – | 73,033 |
| Daniel R. Chard Chairman & CEO, Director | Mar 20, 2026 | Buy | +17,678 | $10.11 | $178.72K | 17,678 |
| Daniel R. Chard Chairman & CEO, Director | Mar 17, 2026 | Tax withholding | −2,638 | $10.05 | $26.51K | 166,533 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 17, 2026 | Tax withholding | −70 | $10.05 | $704 | 10,870 |
| James P. Maloney Chief Financial Officer | Mar 17, 2026 | Tax withholding | −482 | $10.05 | $4.84K | 40,899 |
| Daniel R. Chard Chairman & CEO, Director | Mar 13, 2026 | Tax withholding | −7,075 | $9.62 | $68.06K | 169,171 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 13, 2026 | Tax withholding | −198 | $9.62 | $1.90K | 10,940 |
| James P. Maloney Chief Financial Officer | Mar 13, 2026 | Tax withholding | −918 | $9.62 | $8.83K | 41,381 |
| Jeffrey J. Brown Director | Jun 25, 2025 | Award | +11,167.54 | – | – | 29,128 |
| Jeffrey J. Brown Director | Jun 25, 2025 | Award | +9,449.46 | $13.39 | $126.53K | 38,578 |
| Michael A. Hoer Director | Jun 25, 2025 | Award | +11,168 | – | – | 26,139 |
| Elizabeth A. Geary Director | Jun 25, 2025 | Award | +11,168 | – | – | 19,545 |
| Andrea B. Thomas Director | Jun 25, 2025 | Award | +11,168 | – | – | 24,017 |
| Scott Schlackman Director | Jun 25, 2025 | Award | +11,168 | – | – | 25,549 |
| Daniel R. Chard Chairman & CEO, Director | Jun 13, 2025 | Buy | +381 | $13.13 | $5.00K | 149,698 |
| James P. Maloney Chief Financial Officer | Mar 25, 2025 | Award | +24,161 | – | – | 42,299 |
| Daniel R. Chard Chairman & CEO, Director | Mar 25, 2025 | Award | +124,953 | – | – | 176,246 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 25, 2025 | Award | +7,671 | – | – | 11,138 |
| James P. Maloney Chief Financial Officer | Mar 17, 2025 | Tax withholding | −438 | $14.35 | $6.29K | 18,138 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 17, 2025 | Tax withholding | −99 | $14.35 | $1.42K | 3,467 |
| Daniel R. Chard Chairman & CEO, Director | Mar 17, 2025 | Tax withholding | −1,864 | $14.35 | $26.75K | 51,293 |
| James P. Maloney Chief Financial Officer | Mar 16, 2025 | Tax withholding | −123 | $13.94 | $1.71K | 18,576 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 16, 2025 | Tax withholding | −60 | $13.94 | $836 | 3,566 |
| Daniel R. Chard Chairman & CEO, Director | Mar 16, 2025 | Tax withholding | −944 | $13.94 | $13.16K | 53,157 |
| James P. Maloney Chief Financial Officer | Mar 13, 2025 | Tax withholding | −835 | $13.87 | $11.58K | 18,699 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Mar 13, 2025 | Tax withholding | −280 | $13.87 | $3.88K | 3,626 |
| Daniel R. Chard Chairman & CEO, Director | Mar 13, 2025 | Tax withholding | −5,001 | $13.87 | $69.36K | 54,101 |
| Daniel R. Chard Chairman & CEO, Director | Dec 3, 2024 | Gift | −149,317.35 | – | – | 0 |
| Daniel R. Chard Chairman & CEO, Director | Dec 3, 2024 | Gift | +149,317.35 | – | – | 149,317 |
| Jonathan Barrett MacKenzie VP, Finance & CAO | Sep 13, 2024 | Tax withholding | −11 | $18.90 | $208 | 3,906 |
| Andrea B. Thomas Director | Jun 20, 2024 | Award | +6,596 | – | – | 12,849 |
| Jeffrey J. Brown Director | Jun 20, 2024 | Award | +5,581 | $22.66 | $126.47K | 17,961 |
| Jeffrey J. Brown Director | Jun 20, 2024 | Award | +6,596 | – | – | 12,380 |
| Scott Schlackman Director | Jun 20, 2024 | Award | +6,596 | – | – | 14,381 |
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 |
|---|---|---|---|---|---|
| Daniel R. Chard Officer | Sep 29, 2026 | 9,544 | $111.95K | Sep 29, 2026 | Stock Award |
| Daniel R. Chard Officer | Sep 28, 2026 | 9,545 | $114.34K | Sep 28, 2026 | Stock Award |
| Schlackman Scott Director | Mar 8, 2024 | 4,053 | $159.87K | Mar 8, 2024 | Restricted Stock |
| Jeffrey J. Brown Director | Aug 14, 2023 | 38,316 | $3.60M | Aug 14, 2023 | Dividend Reinvestment |