$WEST

$9.78 -$0.10 (0.96%) Close

$WEST Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 97.6M shares outstanding

Who owns WEST?

By type of holder

Institutions 49.3% Insiders 50.7% Everyone else 0.0%

Concentration Top 10 holders own 89.5%

Ford Scott T 24.5% · HF Capital, LLC 13.1%

Institutional ownership

49.3%

-0.6 pts vs last qtr

Institutional holders

146

+16 vs last qtr

Net shares bought

−595.7K

by institutions in Q2 2026

New / sold out

35 / 19

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +1.2M
Millennium Management LLC +569.4K

Biggest sellers in Q2 2026

Silverleafe Capital Partners, LLC −3.7M
NFC Investments, LLC −1.5M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Westrock Coffee Co in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+178.8%

+22.76% a year

Each share's claim on the business

−64.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $40.3M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years46% 1–3 years19% Under 1 year35%

Quarterly turnover

15.9%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting WEST on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HC HF Capital, LLC	12.7M	13.06%	Unchanged	Q4 '25	34.9%
Shares held by quarter Peak holding12.7M (Q4'25) Change over 8 quarters+12.7M Share of the company13.060% HF Capital, LLC's full portfolio →
SG Stephens Group, LLC	7.3M	7.53%	−762.2K (−9.4%)	2022	28.9%
Shares held by quarter Peak holding8.1M (Q3'24) Change over 8 quarters−762.2K Share of the company7.530% Stephens Group, LLC's full portfolio →

HF Capital, LLC

12.7M

% of company

13.06%

Change vs last qtr

Unchanged

Held since

Q4 '25

Stephens Group, LLC

7.3M

% of company

7.53%

Change vs last qtr

−762.2K (−9.4%)

Held since

2022

28 more super investors behind a free account

See every manager holding Westrock Coffee Co, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WEST on Form N-PORT; together they hold 10.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VM VIP Mid Cap Portfolio Variable Insurance Products Fund III	$26.3M	3.2M	3.32%	0.28%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$13.7M	1.7M	1.72%	0.00%	June 30, 2026

VIP Mid Cap Portfolio

Variable Insurance Products Fund III

Position value

$26.3M

% of company

3.32%

% of the fund

0.28%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$13.7M

% of company

1.72%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Westrock Coffee Co and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FS Ford Scott T Insider	23.9M	24.53%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company24.530% Ford Scott T's insider activity →
HD HF Direct Investments Pool, LLC Insider	12.7M	13.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company13.060% HF Direct Investments Pool, LLC's insider activity →

Ford Scott T

Insider

23.9M

% of company

24.53%

Change vs last qtr

—

Held since

—

HF Direct Investments Pool, LLC

Insider

12.7M

% of company

13.06%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Westrock Coffee Co.

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