Value Investor
Start free

Grove Collaborative Holdings

GROV on NYSE. Market value $44m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

Compare with another stock

Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 28 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

  • Volition Capital Fund IV, L.P.
    at least 23.7%
    (filed with 2 related holders)
    Since 19 March 2025
    What they said

    The information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference.

    Read the filing
  • Morgan Stanley
    Passive investor
    at least 7.1%−1.4 pts
    (filed with 1 related holder)
    Since 31 December 2025
  • Jason H. Karp
    Insider or founder
    at least 3.8%−0.2 pts
    (filed with 3 related holders)
    Since 27 August 2026
    What they said

    Item 4 of the Schedule 13D is hereby amended to add the following: On August 27, 2026, the Board of Directors (the "Board") of the Company appointed Karp to serve on the Board as a member of Class III of the Board for a term expiring at the Company's annual meeting of…

    Read the filing
  • Ross Berman
    Passive investor
    Sold down below 5%
    Since 31 December 2024

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $194,232 of shares on the open market.

Cluster buy3 insiders bought within 30 days (1 September 2026 to 11 September 2026).
  • Landesberg Stuart
    Director
    Bought
    Date
    11 September 2026
    Shares
    15,173
    Price
    $1.04
    Value
    $15,800
  • Landesberg Stuart
    Director
    Bought
    Date
    10 September 2026
    Shares
    1,884
    Price
    $1.05
    Value
    $1,978
  • Landesberg Stuart
    Director
    Bought
    Date
    9 September 2026
    Shares
    2,943
    Price
    $1.05
    Value
    $3,090
  • Landesberg Stuart
    Director
    Bought
    Date
    4 September 2026
    Shares
    241
    Price
    $1.03
    Value
    $248
  • Landesberg Stuart
    Director
    Bought
    Date
    2 September 2026
    Shares
    5,384
    Price
    $1.03
    Value
    $5,542
  • Karp Jason H.
    Director
    Bought
    Date
    2 September 2026
    Shares
    15,200
    Price
    $1.08
    Value
    $16,357
  • Karp Jason H.
    Director
    Bought
    Date
    1 September 2026
    Shares
    55,000
    Price
    $1.03
    Value
    $56,529
  • Yurcisin Jeffrey Michael
    President & CEO, Director
    Bought
    Date
    1 September 2026
    Shares
    90,000
    Price
    $1.05
    Value
    $94,689

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the serious warning signs we check for were found. 1 thing worth knowing.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 5 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 7 later 8-Ks.

  • Changed auditor

    Worth knowing

    The company changed its auditor (the firm that checks its books) in the last two years.

    “On October 9, 2024, the Company, with the approval of the Audit Committee, notified Ernst & Young LLP (“EY”) that EY was being dismissed as the Company’s independent registered public accounting firm, effective October 9, 2024.”

    From an 8-K filed 10 October 2024: Change of auditor. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.