Follow-The-Filings

Security

Balchem Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 exit max 0.1% (Renaissance Technologies LLC)

owners 13
max % 0.1%
tracked value $799M
qoq A 8 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.01 pp 177,000 $30M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 202,709 $31M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 92,623 $16M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 3,876,270 $594M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 418,438 $64M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 117,334 $20M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 80,302 $14M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 41,097 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 38,610 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 17,313 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 40,268 $7M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 20,688 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 17,969 $3M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 8,893 $1M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $232.54M $239.66M $250.52M
Gross profit $73.17M $81.51M $88.17M
Gross margin * 31.5% 34.0% 35.2%
Net income $22.71M $28.99M $37.05M
Net margin * 9.8% 12.1% 14.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $314.24M $313.77M $365.61M
Total non-current assets * $1.28B $1.26B $1.32B
Total assets $1.6B $1.58B $1.69B
Total current liabilities $148.49M $157.68M $176.38M
Total non-current liabilities * $394.74M $267.77M $252.46M
Total equity $1.05B $1.15B $1.26B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $183.76M $182M $216.56M
Cash from investing -$34.81M -$59.74M -$43.89M
Cash from financing -$153.32M -$133.82M -$152.81M
Net change in cash -$2.11M -$14.93M $25.06M

ownership over time

filing count by report period · click a bar for that quarter’s holders