Zevia PBC
ZVIAFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Zevia PBC Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MORGAN STANLEY | 2026-03-31 | 51,719 | $60.5K | SEC filing |
| DKM Wealth Management, Inc. | 2026-03-31 | 13,000 | $15.2K | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 13,950 | $16.3K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 529,824 | $620K | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 16,917 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 6,577 | $8K | SEC filing |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2026-03-31 | 13,116 | $15.3K | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 23,631 | $27.6K | SEC filing |
| Wealth Preservation Advisors, LLC | 2026-03-31 | 71 | $83 | SEC filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026-03-31 | 16,067 | $18.8K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 959,038 | $1.12M | SEC filing |
| Rossby Financial, LCC | 2026-03-31 | 1,500 | $1.76K | SEC filing |
| LRI Investments, LLC | 2026-03-31 | 1,000 | $1.17K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 76,596 | $89.6K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 162 | $190 | SEC filing |
| Larson Financial Group LLC | 2026-03-31 | 20 | $23 | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 214,319 | $251K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 3,006 | $3.52K | SEC filing |
| Castle Hook Partners LP | 2026-03-31 | 171,796 | $201K | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 54,982 | Not shown | SEC filing |
- Each value is checked against Zevia PBC's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Zevia PBC's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Virtu Financial LLC: 28,447 shares reported 2025-12-31; 20,029 shares reported 2026-03-31.
- UBS Group AG: 137,410 shares reported 2025-12-31; 12,588 shares reported 2026-03-31.
- PRICE T ROWE ASSOCIATES INC /MD/: 19,553 shares reported 2025-12-31; 29,240 shares reported 2026-03-31.
- Police & Firemen's Retirement System of New Jersey: 7,907 shares reported 2025-12-31; 7,907 shares reported 2026-03-31.
- FMR LLC: 6,151 shares reported 2025-12-31; 3,857 shares reported 2026-03-31.
110 filers have only one report here.
Independent insiders buying near the same time
- 2024-09-03–2024-09-06: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-12-03–2021-12-09: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-07-26–2021-07-26: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-27 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC · 10% owner | Class A Common Stock | S — Open market or private sale | −2,150,000 | 1.90 | SEC filing |
| 2026-03-30 | Taylor Amy · President & CEO | Class A Common Stock | S — Open market or private sale | −10,776 | 1.16 | SEC filing |
| 2026-03-27 | Taylor Amy · President & CEO | Class A Common Stock | S — Open market or private sale | −66,501 | 1.14 | SEC filing |
| 2026-03-26 | Taylor Amy · President & CEO | Class A Common Stock | S — Open market or private sale | −66,731 | 1.17 | SEC filing |
| 2026-03-25 | Satya Girish · Chief Financial Officer | Class A Common Stock | S — Open market or private sale | −41,662 | 1.18 | SEC filing |
| 2026-03-03 | Spence Padraic L. · Director | Class A Common Stock | S — Open market or private sale | −40,000 | 1.44 | SEC filing |
| 2026-01-27 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC · 10% owner | Class A Common Stock | S — Open market or private sale | −3,500,000 | 2.00 | SEC filing |
| 2025-11-10 | Spence Padraic L. · Director | Class A Common Stock | S — Open market or private sale | −200,000 | 2.64 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | Ruberti Alexandre · President & CEO | Class A Common Stock | A — Grant, award, or other acquisition | +1,013,133 | SEC filing |
| 2026-06-10 | Ruben Andrew · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-06-10 | Ruberti Alexandre · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-06-10 | Ginestro Suzanne Saltzman · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-06-10 | Ruehl Julie Garcia · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-06-10 | Lee David J. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-06-10 | Spence Padraic L. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +72,464 | SEC filing |
| 2026-03-26 | Taylor Amy · President & CEO | Class A Common Stock | A — Grant, award, or other acquisition | +1,021,277 | SEC filing |
Showing 8 of 26 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-12-01 | Ripley Rosemary L · Director | Class B Common Stock | D — Disposition to the issuer | −3,591,906 | SEC filing |
| 2023-12-01 | Ripley Rosemary L · Director | Class B Units | D — Disposition to the issuer | −3,591,906 | SEC filing |
| 2022-02-10 | Gay Robert · Chief Strategy Officer & EVP | Class A Common Stock | D — Disposition to the issuer | −118 | SEC filing |
| 2022-02-10 | Margolis Harry · Chief Operating Officer | Class A Common Stock | D — Disposition to the issuer | −118 | SEC filing |
| 2022-02-10 | Spence Padraic L. · Chair, Chief Executive Officer | Class A Common Stock | D — Disposition to the issuer | −158 | SEC filing |
| 2021-07-26 | Spence Padraic L. · See Remarks | Stock Option (Right to Buy) | D — Disposition to the issuer | −10,290 | SEC filing |
| 2021-07-26 | Ripley Rosemary L · Director | Class B Units | D — Disposition to the issuer | −1,823,762 | SEC filing |
| 2021-07-26 | Ripley Rosemary L · Director | Class B Units | D — Disposition to the issuer | −274,324 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.