SKINNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
SkinHealth Systems Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.55−0.01 (-0.09%)
Close on Oct 19, 2026
- Market cap
- $1.37B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51.6%
67M of 130M shares
Institutional holders
96
15 new, 32 sold out
Net institutional buying
-11M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| Luxor Capital Group, LP | 8,623,651 | 6.50% | 13G (passive) amendment | Dec 31, 2023 |
| Janus Henderson Contrarian Fund | 8,260,051 | 6.60% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock Portfolio Management LLC | 7,214,912 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Israel A. Englander | 6,509,750 | 5.10% | 13G (passive) | Apr 14, 2026 |
| Brian Miller | 33,360,741 | 27.03% | 13D (active) amendment | Mar 12, 2024 |
| Linden Capital Partners III LP | 33,360,741 | 25.74% | 13D (active) amendment | May 7, 2026 |
| Capricorn Fund Managers Ltd | 22,276,935 | 17.20% | 13G (passive) amendment | May 15, 2026 |
| FMR LLC | 17,183,231 | 13.40% | 13G (passive) amendment | Mar 31, 2026 |
| Christian Leone | 1,095,709 | – | 13G (passive) amendment | Sep 30, 2024 |
| Abigail P. Johnson | 10,201,685 | 7.90% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SKIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capricorn Fund Managers Ltd | 22,276,935 | 17.12% | $15.43M | +2,872,743 | 1.22% |
| FMR LLC | 10,201,685 | 7.84% | $7.06M | −6,981,546 | 0.00% |
| BlackRock, Inc. | 8,516,203 | 6.54% | $5.90M | +1,158,589 | 0.00% |
| Millennium Management LLC | 7,536,938 | 5.79% | $5.22M | +1,819,478 | 0.00% |
| Vanguard Capital Management LLC | 3,496,485 | 2.69% | $2.42M | +55,477 | 0.00% |
| Woodline Partners LP | 2,328,700 | 1.79% | $1.61M | −3,370,284 | 0.00% |
| Silver Point Capital L.P. | 1,592,030 | 1.22% | $1.10M | – | 0.10% |
| D. E. Shaw & Co., Inc. | 1,432,312 | 1.10% | $991.88K | −466,163 | 0.00% |
| Geode Capital Management, LLC | 960,374 | 0.74% | $665.36K | −1,281,222 | 0.00% |
| UBS Group AG | 839,383 | 0.64% | $581.69K | +599,031 | 0.00% |
| Squarepoint Ops LLC | 673,809 | 0.52% | $466.61K | +374,411 | 0.00% |
| Glendon Capital Management LP | 636,954 | 0.49% | $441.09K | – | 0.06% |
| Prescott Group Capital Management, L.L.C. | 577,730 | 0.44% | $400.08K | −61,455 | 0.03% |
| Vanguard Fiduciary Trust Co | 497,255 | 0.38% | $344.60K | −89,515 | 0.00% |
| Aqr Capital Management LLC | 483,908 | 0.37% | $335.11K | −16,176 | 0.00% |
| Charles Schwab Investment Management Inc | 410,382 | 0.32% | $284.19K | −315,627 | 0.00% |
| Grimes & Company, Inc. | 406,987 | 0.31% | $281.84K | – | 0.01% |
| State Street Corp | 387,150 | 0.30% | $268.10K | −1,496,877 | 0.00% |
| Renaissance Technologies LLC | 364,691 | 0.28% | $252.55K | +80,900 | 0.00% |
| Jacobs Levy Equity Management, Inc | 327,377 | 0.25% | $226.71K | −16,182 | 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 | 96 | 67M | 51.6% | 15 / 22 | 42 / 32 | 8M | 19M |
| Q1 2026 | 116 | 78M | 60.1% | 23 / 35 | 37 / 19 | 27M | 23M |
| Q4 2025 | 114 | 80M | 61.4% | 19 / 35 | 38 / 12 | 8M | 7M |
| Q3 2025 | 111 | 79M | 60.6% | 28 / 28 | 34 / 14 | 11M | 7M |
| Q2 2025 | 98 | 75M | 57.5% | 17 / 37 | 28 / 14 | 8M | 16M |
| Q1 2025 | 97 | 83M | 64.0% | 12 / 25 | 36 / 14 | 17M | 7M |
| Q4 2024 | 101 | 73M | 56.3% | 14 / 30 | 30 / 27 | 12M | 12M |
| Q3 2024 | 115 | 73M | 56.1% | 28 / 23 | 39 / 26 | 13M | 15M |
| Q2 2024 | 116 | 82M | 62.8% | 22 / 31 | 42 / 26 | 12M | 22M |
| Q1 2024 | 120 | 92M | 71.0% | 21 / 44 | 38 / 31 | 17M | 16M |
| Q4 2023 | 130 | 92M | 70.6% | 35 / 35 | 43 / 38 | 25M | 37M |
| Q3 2023 | 135 | 103M | 79.5% | 33 / 43 | 41 / 32 | 13M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SKIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 3,375,377 | 2.59% | $2.61M | 0.00% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,483,652 | 1.91% | $1.72M | 0.00% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 967,394 | 0.74% | $748.57K | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 925,221 | 0.71% | $640.72K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 591,055 | 0.45% | $457.36K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 410,659 | 0.32% | $317.77K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 355,454 | 0.27% | $275.05K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 145,751 | 0.11% | $112.78K | 0.00% | May 31, 2026 |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 132,145 | 0.10% | $102.25K | 0.01% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 121,959 | 0.09% | $94.37K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 89,611 | 0.07% | $69.34K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 87,714 | 0.07% | $67.87K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 50,397 | 0.04% | $34.90K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 46,494 | 0.04% | $35.98K | 0.00% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 37,757 | 0.03% | $26.15K | 0.00% | 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 |
|---|---|---|---|---|
| Pedro Bruno Ferreira Malha | President and CEO, Director | 4,845,251 | 3.72% | Mar 24, 2026 |
| Marla Malcolm Beck | President and CEO, Director | 2,753,401 | 2.12% | Apr 11, 2025 |
| Michael P. Monahan | Chief Financial Officer | 1,955,280 | 1.50% | Aug 12, 2026 |
| Sheri Lewis | CSO and COO | 1,584,620 | 1.22% | Apr 13, 2026 |
| Ronald Menezes | Chief Revenue Officer | 1,759,915 | 1.35% | Mar 24, 2026 |
| Kenneth Robert Tripp | Director | – | – | Apr 22, 2026 |
| Edward Scott Beattie | Director | – | – | Apr 22, 2026 |
| Sachin Mahavir Shridharani | Director | 1,500 | 0.00% | Apr 22, 2026 |
| Philippe Schaison | Director | 57,692 | 0.04% | Nov 17, 2025 |
| Brian Christopher Miller | Director | 33,603,776 | 25.82% | Jun 18, 2025 |
| Stephen J. Fanning | Director | 527,283 | 0.41% | Jun 18, 2025 |
| Brent L. Saunders | Director | 8,797,771 | 6.76% | Jun 18, 2025 |
| Desiree Gruber | Director | 192,565 | 0.15% | Jun 18, 2025 |
| Doug K. Schillinger | Director | 216,035 | 0.17% | Jun 18, 2025 |
| Michelle C. Kerrick | Director | 189,813 | 0.15% | Jun 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael P. Monahan Chief Financial Officer | Aug 10, 2026 | Tax withholding | −32,357 | $0.64 | $20.71K | 1,955,280 |
| Michael P. Monahan Chief Financial Officer | Apr 9, 2026 | Tax withholding | −26,776 | $0.92 | $24.63K | 1,987,637 |
| Sheri Lewis CSO and COO | Apr 9, 2026 | Tax withholding | −24,904 | $0.92 | $22.91K | 1,584,620 |
| Ronald Menezes Chief Revenue Officer | Mar 20, 2026 | Award | +746,681 | – | – | 1,759,915 |
| Pedro Bruno Ferreira Malha President and CEO, Director | Mar 20, 2026 | Award | +2,654,867 | – | – | 4,845,251 |
| Michael P. Monahan Chief Financial Officer | Mar 20, 2026 | Award | +746,681 | – | – | 2,014,413 |
| Sheri Lewis CSO and COO | Mar 20, 2026 | Award | +746,681 | – | – | 1,609,524 |
| Michael P. Monahan Chief Financial Officer | Mar 17, 2026 | Tax withholding | −58,573 | $1.17 | $68.53K | 1,267,732 |
| Sheri Lewis CSO and COO | Mar 17, 2026 | Tax withholding | −51,883 | $1.17 | $60.70K | 862,843 |
| Ronald Menezes Chief Revenue Officer | Mar 17, 2026 | Tax withholding | −61,471 | $1.17 | $71.92K | 1,013,234 |
| Philippe Schaison Director | Nov 13, 2025 | Award | +57,692 | – | – | 57,692 |
| Ronald Menezes Chief Revenue Officer | Nov 1, 2025 | Tax withholding | −46,426 | $1.43 | $66.39K | 1,074,705 |
| Pedro Bruno Ferreira Malha President and CEO, Director | Oct 9, 2025 | Award | +1,228,846 | $1.56 | $1.92M | 1,228,846 |
| Pedro Bruno Ferreira Malha President and CEO, Director | Oct 9, 2025 | Award | +961,538 | $1.56 | $1.50M | 2,190,384 |
| Michael P. Monahan Chief Financial Officer | Aug 10, 2025 | Tax withholding | −32,357 | $1.89 | $61.15K | 1,326,305 |
| Doug K. Schillinger Director | Jun 16, 2025 | Award | +73,051 | – | – | 216,035 |
| Michelle C. Kerrick Director | Jun 16, 2025 | Award | +73,051 | – | – | 189,813 |
| Brian Christopher Miller Director | Jun 16, 2025 | Award | +73,051 | – | – | 243,035 |
| Brent L. Saunders Director | Jun 16, 2025 | Award | +73,051 | – | – | 5,994,820 |
| Desiree Gruber Director | Jun 16, 2025 | Award | +73,051 | – | – | 192,565 |
| Stephen J. Fanning Director | Jun 16, 2025 | Award | +73,051 | – | – | 527,283 |
| Michael P. Monahan Chief Financial Officer | Jun 1, 2025 | Tax withholding | −24,290 | $1.63 | $39.59K | 1,358,662 |
| Michael P. Monahan Chief Financial Officer | Apr 9, 2025 | Tax withholding | −26,776 | $1.08 | $28.92K | 1,382,952 |
| Sheri Lewis CSO and COO | Apr 9, 2025 | Tax withholding | −31,296 | $1.08 | $33.80K | 914,726 |
| Marla Malcolm Beck President and CEO, Director | Apr 9, 2025 | Tax withholding | −92,981 | $1.08 | $100.42K | 2,753,401 |
| Michael P. Monahan Chief Financial Officer | Mar 17, 2025 | Award | +639,204 | $1.32 | $843.75K | 1,409,728 |
| Sheri Lewis CSO and COO | Mar 17, 2025 | Award | +639,204 | $1.32 | $843.75K | 946,022 |
| Marla Malcolm Beck President and CEO, Director | Mar 17, 2025 | Award | +1,832,386 | $1.32 | $2.42M | 2,846,382 |
| Ronald Menezes Chief Revenue Officer | Mar 17, 2025 | Award | +639,204 | $1.32 | $843.75K | 1,121,131 |
| Michael P. Monahan Chief Financial Officer | Dec 1, 2024 | Tax withholding | −24,227 | $1.48 | $35.86K | 770,524 |
| Desiree Gruber Director | Nov 20, 2024 | Sale | −14,663 | $1.50 | $21.99K | 119,514 |
| Brent L. Saunders Director | Aug 12, 2024 | Buy | +40,450 | $1.08 | $43.69K | 5,921,769 |
| Michael P. Monahan Chief Financial Officer | Aug 10, 2024 | Tax withholding | −32,274 | $1.12 | $36.15K | 794,751 |
| Doug K. Schillinger Director | Jul 8, 2024 | Award | +78,534 | – | – | 142,984 |
| Brian Christopher Miller Director | Jul 8, 2024 | Award | +78,534 | – | – | 169,984 |
| Michelle C. Kerrick Director | Jul 8, 2024 | Award | +78,534 | – | – | 116,762 |
| Julius Few Director | Jul 8, 2024 | Award | +78,534 | – | – | 194,341 |
| Desiree Gruber Director | Jul 8, 2024 | Award | +78,534 | – | – | 134,177 |
| Brent L. Saunders Director | Jul 8, 2024 | Award | +78,534 | – | – | 5,881,319 |
| Michael D. Capellas Director | Jul 8, 2024 | Award | +78,534 | – | – | 276,146 |
| Michael P. Monahan Chief Financial Officer | Apr 9, 2024 | Award | +292,207 | – | – | 827,025 |
| Marla Malcolm Beck President and CEO, Director | Apr 9, 2024 | Award | +837,662 | – | – | 1,078,214 |
| Daniel Copell Watson Chief Revenue Oficer | Apr 9, 2024 | Award | +243,506 | – | – | 808,620 |
| Marla Malcolm Beck President and CEO, Director | Apr 8, 2024 | Tax withholding | −21,439 | $3.80 | $81.47K | 1,013,996 |
| Daniel Copell Watson Chief Revenue Oficer | Apr 5, 2024 | Tax withholding | −11,212 | $3.71 | $41.60K | 778,112 |
| Marla Malcolm Beck President and CEO, Director | Mar 20, 2024 | Tax withholding | −10,720 | $4.36 | $46.74K | 1,035,435 |
| Daniel Copell Watson Chief Revenue Oficer | Mar 1, 2024 | Tax withholding | −6,356 | $3.73 | $23.71K | 789,324 |
| Marla Malcolm Beck President and CEO, Director | Feb 20, 2024 | Tax withholding | −10,720 | $2.98 | $31.95K | 1,046,155 |
| Daniel Copell Watson Chief Revenue Oficer | Feb 4, 2024 | Tax withholding | −10,633 | $2.98 | $31.69K | 795,680 |
| Marla Malcolm Beck President and CEO, Director | Jan 20, 2024 | Tax withholding | −10,663 | $2.43 | $25.91K | 1,056,875 |
| Marla Malcolm Beck President and CEO, Director | Dec 20, 2023 | Tax withholding | −10,676 | $3.18 | $33.95K | 1,067,538 |
| Daniel Copell Watson Chief Revenue Oficer | Nov 29, 2023 | Award | +156,250 | – | – | 565,114 |
| Bradley Hauser Chief Operating Officer | Nov 29, 2023 | Award | +176,711 | – | – | 390,632 |
| Michael P. Monahan Chief Financial Officer | Nov 29, 2023 | Award | +176,711 | – | – | 534,818 |
| Marla Malcolm Beck Interim CEO, Director | Nov 20, 2023 | Award | +213,675 | – | – | 240,552 |
| Brian Christopher Miller Director | Aug 17, 2023 | Buy | +60,000 | $5.81 | $348.60K | 91,450 |
| Michael D. Capellas Director | Aug 17, 2023 | Buy | +30,000 | $6.03 | $180.90K | 197,612 |
| Michael P. Monahan Chief Financial Officer | Aug 17, 2023 | Buy | +5,000 | $6.02 | $30.10K | 358,107 |
| Andrew Roy Stanleick Chief Executive Officer, Director | Aug 17, 2023 | Buy | +16,485 | $6.05 | $99.73K | 702,933 |
| Julius Few Director | Aug 16, 2023 | Buy | +20,454 | $6.10 | $124.77K | 115,807 |
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 |
|---|---|---|---|---|---|
| Ronald Menezes Former Officer | May 20, 2026 | 165,000 | $114.53K | May 20, 2026 | Restricted Stock Vesting |
| Marla Malcolm Beck Former Officer & Director | Dec 5, 2025 | 5,000 | $8.07K | Dec 5, 2025 | Restricted Stock Vesting |
| Bokota Paul General Counsel | Jul 1, 2025 | 12,000 | $19.20K | Jun 6, 2025 | Restricted Stock Units |