Also trades as: WESTW (NASDAQ) · $vol 0M
WEST Institutional Ownership
Westrock Coffee Company, LLC
1W: +4.4%
1M: +17.1%
3M: +18.1%
YTD: +137.3%
1Y: +86.1%
3Y: +12.8%
$9.66
-0.12 (-1.18%)
After Hours: $8.50 (-1.16, -12.01%)
Weekly Expected Move ±5.6%
$9
$9
$10
$10
$11
Credit Risk of going bust: higher than 79% of companies Debt: 37.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.65 (down 93%), Westrock Coffee Company, LLC would be worth roughly what it owes.
Total debt $568.1M against a stock market value of $954.8M.
Distance to default 2.71 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $293.6M (short-term plus half of long-term), stock volatility 64.8%; Altman Z 1.13. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.65 (down 93%), Westrock Coffee Company, LLC would be worth roughly what it owes.
Total debt $568.1M against a stock market value of $954.8M.
Distance to default 2.71 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $293.6M (short-term plus half of long-term), stock volatility 64.8%; Altman Z 1.13. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WEST
164
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
$394M
Total Invested
36
New Positions
60
Increased
40
Reduced
15
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Stephens Group, LLC | 7,347,871 | $71M | — | +0.0% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 793,823 | $8M | +793,823 | — | 1Q | SEC ↗ |
| 3 | ZAZOVE ASSOCIATES LLC | 450,508 | $4M | -109,496 | -19.6% | 2Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 407,297 | $4M | +407,297 | — | 1Q | SEC ↗ |
| 5 | Silverleafe Capital Partners, LLC | 355,156 | $3M | -613,061 | -63.3% | 3Q | SEC ↗ |
| 6 | ALGERT GLOBAL LLC NEW | 347,241 | $3M | +347,241 | — | 1Q | SEC ↗ |
| 7 | LEE DANNER & BASS INC NEW | 283,000 | $3M | +283,000 | — | 1Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC NEW | 218,376 | $2M | +218,376 | — | 1Q | SEC ↗ |
| 9 | Mariner, LLC | 194,193 | $2M | +180,194 | +1287.2% | 2Q | SEC ↗ |
| 10 | DAVENPORT & Co LLC | 181,025 | $2M | -13,000 | -6.7% | 3Q | SEC ↗ |
| 11 | Horrell Capital Management, Inc. NEW | 157,648 | $2M | +157,648 | — | 1Q | SEC ↗ |
| 12 | Piedmont Capital Management, LLC/NC NEW | 137,488 | $1M | +137,488 | — | 1Q | SEC ↗ |
| 13 | ARKANSAS FINANCIAL GROUP, INC. | 127,483 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 14 | MARSHALL WACE, LLP NEW | 105,722 | $1M | +105,722 | — | 1Q | SEC ↗ |
| 15 | Walleye Capital LLC NEW | 99,515 | $961K | +99,515 | — | 1Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC NEW | 83,700 | $809K | +83,700 | — | 1Q | SEC ↗ |
| 17 | Inspire Investing, LLC NEW | 79,067 | $764K | +79,067 | — | 1Q | SEC ↗ |
| 18 | GREENWOOD GEARHART LLC NEW | 58,167 | $562K | +58,167 | — | 1Q | SEC ↗ |
| 19 | HSBC HOLDINGS PLC | 57,716 | $558K | +27,905 | +93.6% | 3Q | SEC ↗ |
| 20 | IEQ CAPITAL, LLC NEW | 42,451 | $410K | +42,451 | — | 1Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV NEW | 22,852 | $221K | +22,852 | — | 1Q | SEC ↗ |
| 22 | FOX RUN MANAGEMENT, L.L.C. NEW | 20,648 | $199K | +20,648 | — | 1Q | SEC ↗ |
| 23 | Red Door Wealth Management, LLC | 17,000 | $164K | -11,000 | -39.3% | 2Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN NEW | 14,660 | $142K | +14,660 | — | 1Q | SEC ↗ |
| 25 | Corient Private Wealth LP NEW | 12,424 | $120K | +12,424 | — | 1Q | SEC ↗ |
| 26 | PATRIOT INVESTMENT MANAGEMENT GROUP, I NEW | 12,061 | $117K | +12,061 | — | 1Q | SEC ↗ |
| 27 | Pathstone Holdings, LLC NEW | 12,000 | $116K | +12,000 | — | 1Q | SEC ↗ |
| 28 | MANUFACTURERS LIFE INSURANCE COMPANY, | 11,147 | $108K | -709 | -6.0% | 2Q | SEC ↗ |
| 29 | Sequoia Financial Advisors, LLC NEW | 10,812 | $104K | +10,812 | — | 1Q | SEC ↗ |
| 30 | INTECH INVESTMENT MANAGEMENT LLC NEW | 10,548 | $102K | +10,548 | — | 1Q | SEC ↗ |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 6,640 | $64K | +6,640 | — | 1Q | SEC ↗ |
| 32 | CALIFORNIA STATE TEACHERS RETIREMENT S | 4,193 | $41K | +2,243 | +115.0% | 2Q | SEC ↗ |
| 33 | HHM Wealth Advisors, LLC | 3,500 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 34 | State of Alaska, Department of Revenue | 3,491 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Versant Capital Management, Inc | 1,793 | $17K | +630 | +54.2% | 3Q | SEC ↗ |
| 36 | Allworth Financial LP NEW | 1,302 | $13K | +1,302 | — | 1Q | SEC ↗ |
| 37 | SIGNATUREFD, LLC NEW | 1,271 | $12K | +1,271 | — | 1Q | SEC ↗ |
| 38 | Sterling Capital Management LLC NEW | 1,202 | $12K | +1,202 | — | 1Q | SEC ↗ |
| 39 | GAMMA Investing LLC | 1,120 | $11K | +448 | +66.7% | 3Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 1,000 | $10K | +1,000 | — | 1Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 838 | $8K | -1,042 | -55.4% | 3Q | SEC ↗ |
| 42 | IFP Advisors, Inc | 261 | $3K | -6 | -2.2% | 3Q | SEC ↗ |
| 43 | Root Financial Partners, LLC NEW | 139 | $1K | +139 | — | 1Q | SEC ↗ |
| 44 | West Financial Advisors, LLC | 31 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Transamerica Financial Advisors, LLC NEW | 25 | $0K | +25 | — | 1Q | SEC ↗ |
| 46 | BEACON INVESTMENT ADVISORY SERVICES, I | 25 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 47 | Fortitude Family Office, LLC NEW | 25 | $0K | +25 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 793,823 | $8M |
| GOLDMAN SACHS GROUP INC | 407,297 | $4M |
| ALGERT GLOBAL LLC | 347,241 | $3M |
| LEE DANNER & BASS INC | 283,000 | $3M |
| CITADEL ADVISORS LLC | 218,376 | $2M |
| Horrell Capital Management, Inc. | 157,648 | $2M |
| Piedmont Capital Management, LLC/NC | 137,488 | $1M |
| MARSHALL WACE, LLP | 105,722 | $1M |
| Walleye Capital LLC | 99,515 | $961K |
| RENAISSANCE TECHNOLOGIES LLC | 83,700 | $809K |
| Inspire Investing, LLC | 79,067 | $764K |
| GREENWOOD GEARHART LLC | 58,167 | $562K |
| IEQ CAPITAL, LLC | 42,451 | $410K |
| MERCER GLOBAL ADVISORS INC /ADV | 22,852 | $221K |
| FOX RUN MANAGEMENT, L.L.C. | 20,648 | $199K |
| WELLS FARGO & COMPANY/MN | 14,660 | $142K |
| Corient Private Wealth LP | 12,424 | $120K |
| PATRIOT INVESTMENT MANAGEMENT GROUP | 12,061 | $117K |
| Pathstone Holdings, LLC | 12,000 | $116K |
| Sequoia Financial Advisors, LLC | 10,812 | $104K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +180,194 | +1287.2% | 194,193 |
| HSBC HOLDINGS PLC | +27,905 | +93.6% | 57,716 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,243 | +115.0% | 4,193 |
| Versant Capital Management, Inc | +630 | +54.2% | 1,793 |
| GAMMA Investing LLC | +448 | +66.7% | 1,120 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Silverleafe Capital Partners, LLC | -613,061 | -63.3% | 355,156 |
| ZAZOVE ASSOCIATES LLC | -109,496 | -19.6% | 450,508 |
| DAVENPORT & Co LLC | -13,000 | -6.7% | 181,025 |
| Red Door Wealth Management, LLC | -11,000 | -39.3% | 17,000 |
| Farther Finance Advisors, LLC | -1,042 | -55.4% | 838 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -709 | -6.0% | 11,147 |
| IFP Advisors, Inc | -6 | -2.2% | 261 |