Zevia PBC

NYSE:ZVIA Stock Report

Market Cap: US$273.1m

Zevia PBC Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ZVIA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Dec 24SellUS$4,876,285NGEN Partners, LLCCompany2,567,006US$1.90
03 Oct 24SellUS$105,548Laird Norton Company LLCCompany97,869US$1.08
01 Oct 24SellUS$45,689Laird Norton Company LLCCompany42,823US$1.07
27 Sep 24SellUS$44,661Laird Norton Company LLCCompany37,848US$1.18
06 Sep 24BuyUS$15,593Julie RuehlIndividual15,000US$1.04
03 Sep 24BuyUS$9,842Alexandre RubertiIndividual10,000US$0.98
26 Aug 24BuyUS$15,000David LeeIndividual13,704.55US$1.09
20 Aug 24BuyUS$10,009Andrew RubenIndividual9,560US$1.05
10 May 24BuyUS$49,005Amy TaylorIndividual55,000US$0.89
27 Mar 24SellUS$37,175Padraic SpenceIndividual36,300US$1.02
26 Mar 24SellUS$31,170Amy TaylorIndividual30,703US$1.02
25 Mar 24SellUS$3,879Hany MikhailIndividual3,723US$1.04
25 Mar 24SellUS$7,358Greig DeBowIndividual7,012US$1.05
25 Mar 24SellUS$5,340Lorna SimmsIndividual5,120US$1.04
13 Mar 24SellUS$34,606Padraic SpenceIndividual26,199US$1.32
24 Jan 24SellUS$5,009Hany MikhailIndividual2,846US$1.76
24 Jan 24SellUS$20,460Amy TaylorIndividual11,848US$1.73
24 Jan 24SellUS$7,147Lorna SimmsIndividual4,069US$1.76
18 Jan 24SellUS$42,904Padraic SpenceIndividual27,170US$1.58

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ZVIA?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,800,2833%
Private Companies4,567,0067.62%
General Public20,227,83333.8%
Institutions33,317,74655.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 65.1% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
36.8%
Caisse de dépôt et placement du Québec
22,022,092US$100.4m0%0.08%
7.62%
Tallwoods Investments, LLC
4,567,006US$20.8m0%no data
4.46%
Northwood Ventures, L.L.C.
2,673,276US$12.2m0%33.33%
4.16%
NGEN Partners, LLC
2,493,594US$11.4m-50.7%65.32%
2.38%
Laird Norton Company LLC
1,425,598US$6.5m-8.98%no data
2.13%
The Vanguard Group, Inc.
1,278,265US$5.8m0%no data
1.69%
Padraic Spence
1,013,584US$4.6m0%no data
1.18%
Silvercrest Asset Management Group LLC
707,641US$3.2m-0.69%0.02%
0.9%
Geode Capital Management, LLC
536,475US$2.4m-0.61%no data
0.64%
BlackRock, Inc.
386,414US$1.8m-0.07%no data
0.44%
Millennium Management LLC
266,334US$1.2m-24.8%no data
0.38%
NGEN Management II, LLC
225,664US$1.0m0%no data
0.31%
Amy Taylor
183,065US$834.4k0%no data
0.24%
State Street Global Advisors, Inc.
143,358US$653.4k0%no data
0.24%
The Colony Group, LLC
142,934US$651.5k0%no data
0.24%
Buckingham Strategic Wealth, LLC
142,934US$651.5k0%0.01%
0.18%
Northern Trust Global Investments
107,032US$487.8k-54.6%no data
0.17%
Julie Ruehl
102,125US$465.5k48.5%no data
0.17%
The Bryn Mawr Trust Company, Asset Management Arm
99,624US$454.1k0%0.01%
0.17%
Renaissance Technologies LLC
99,426US$453.2k43.5%no data
0.16%
Alexandre Ruberti
94,091US$428.9k0%no data
0.15%
Bridgeway Capital Management, LLC
90,000US$410.2k0%0.01%
0.14%
Susquehanna International Group, LLP, Asset Management Arm
84,532US$385.3k-48.2%no data
0.1%
Quincy Troupe
61,634US$280.9k0%no data
0.097%
Andrew Ruben
58,326US$265.8k19.6%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 00:09
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Zevia PBC is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew StrelzikBMO Capital Markets Equity Research
Bryan SpillaneBofA Global Research
Bonnie HerzogGoldman Sachs