LFMD Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 1, 2026	Adestella Investment Management	-	-	AIR, ATRO, BELF.B, DELL, ISSC, LFMD, NBIS, OKTA, PAR, PSIX, RXO, SMCI, TOST	aerospace, AI, Data centers, industrials, small caps, software, valuation, value		OKTA TOST DELL LFMD RXO PAR BELF.B PSIX NBIS	View
2025 Q3	Oct 15, 2025	Royce Investment Partners Small Cap	12.9%	9.9%	AIR, AMSC, ATRO, CECO, CRK, FTI, GLOB, KD, KN, KTOS, LAUR, LFMD, MOD, OPRX, PRIM, PSQH, REZI, SOI, SWSS, UCTT	defense, industrials, infrastructure, Outperformance, semiconductors, small caps, technology, value	The Fund is maintaining investment emphasis on infrastructure themes, particularly AI data centers and reindustrialization in the U.S. This encompasses both Industrials and Energy sectors, with infrastructure being a key investment focus area for the portfolio.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 2, 2026	Fund Letters	Adestella Investment Management	LifeMD	Health Information Services	Health Care Technology	Bear	NASDAQ	Equity, GLP-1, growth, Healthcare services, Management Credibility, small-cap, telehealth, weight management	View Pitch
Apr 27, 2026	Substack	Shareholders Unite	LifeMD	Healthcare	Telehealth	Bull	NASDAQ Stock Market	customer acquisition costs, Eli Lilly, GLP-1 medications, growth strategy, insurance infrastructure, Lifemd, Novo Nordisk, payer infrastructure, regulatory clampdown, telehealth	View Pitch
Jan 23, 2026	Twitter / X	@deusexdividend	LifeMD, Inc.	Health Care Services	Health Care Technology	—	NASDAQ	Digging, EBITDA, Fwd, Fwd Ebitda, Lifemd, Photonics, telehealth, Too Many	View Pitch
Jan 23, 2026	Twitter / X	@blondesnmoney	LifeMD, Inc.	Health Care Services	Health Care Services	Bull	NASDAQ	Exchanges, HIMS, Lifemd, Marketing, Marketing Software, Not High, Out Marketing, Pharmacy	View Pitch

BSD Shareholders of LFMD

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
Steven A. Cohen	Point72 Asset Management	$86.8B	$1.4M	0.00%	399,094	+399,094	+100.00%	0.9600%
Cliff Asness	AQR Capital Management	$190.6B	$170,323	0.00%	49,948	-38,976	-43.83%	0.1201%
Israel Englander	Millennium Management LLC	$233.2B	$739,411	0.00%	216,836	+149,234	+220.75%	0.5216%

LFMD

LFMD

Market Cap: $0.14B

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of LFMD

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