LENSAR (LNSR) reported second-quarter 2026 revenue of $16.5 million, up 18% from $13.9 million a year earlier. Net income was $3.5 million, compared with a net loss of $1.8 million in the prior-year quarter.
Recurring revenue increased 20% to $13.7 million, while procedure revenue rose 23% to $10.2 million. The company placed 10 ALLY Robotic Cataract Laser Systems during the quarter and reported a backlog of 13 systems as of June 30, 2026.
- Basic earnings per share were $0.14 and diluted earnings per share were $0.10.
- Total laser installed base reached 445 systems, including an ALLY installed base of approximately 215 systems.
- Procedure volume increased 13% to 58,682.
- Cash, cash equivalents and investments totaled $13.6 million as of June 30, 2026.
$LNSR Hedge Fund Activity
We have seen 42 institutional investors add shares of $LNSR stock to their portfolio, and 40 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 443,715 shares (-70.6%) from their portfolio in Q2 2026, for an estimated $2,533,612
- BRANDES INVESTMENT PARTNERS, LP added 168,960 shares (+19.7%) to their portfolio in Q1 2026, for an estimated $1,007,001
- KERRISDALE ADVISERS, LLC added 139,390 shares (+inf%) to their portfolio in Q1 2026, for an estimated $830,764
- OMERS ADMINISTRATION CORP removed 119,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $709,240
- GEODE CAPITAL MANAGEMENT, LLC removed 115,409 shares (-50.2%) from their portfolio in Q2 2026, for an estimated $658,985
- UBS GROUP AG added 74,885 shares (+892.9%) to their portfolio in Q1 2026, for an estimated $446,314
- DIMENSIONAL FUND ADVISORS LP removed 73,325 shares (-32.6%) from their portfolio in Q2 2026, for an estimated $418,685
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
