Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$47,203,381
-$11,704,752 QoQ
Shares Held
413,412
+7.4% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#40
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Baird Financial Group, Inc. holds $797,070,081 across 8 Apparel Retail names. LULU ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,479,945 | $678,711,667 | |
| 2 | LULU |
lululemon athletica inc.
This page
|
413,412 | $47,203,381 | |
| 3 | VSXY |
Victoria's Secret & Co.
|
366,820 | $30,622,132 | |
| 4 | ANF |
Abercrombie & Fitch Co /De/
|
222,582 | $20,034,605 | |
| 5 | BURL |
Burlington Stores, Inc.
|
41,671 | $13,201,372 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
18,075 | $2,969,179 | |
| 7 | BKE |
Buckle Inc
|
70,313 | $2,967,208 | |
| 8 | ROST |
Ross Stores, Inc.
|
6,392 | $1,360,537 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,203,381 | 413,412 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,908,133 | 384,769 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $58,030,734 | 279,249 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $34,434,258 | 193,527 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,179,260 | 135,446 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,337,424 | 61,250 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,477,677 | 58,779 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,491,642 | 57,091 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,431,832 | 58,359 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,451,571 | 47,233 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,068,810 | 43,163 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,812,595 | 43,600 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,604,791 | 46,512 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,998,066 | 71,386 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $26,391,301 | 82,375 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,654,423 | 81,036 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $15,204,004 | 55,772 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $11,421,836 | 31,273 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,820,378 | 32,751 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,002,605 | 32,129 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,109,321 | 30,439 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $9,846,003 | 32,102 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,795,065 | 25,271 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,191,167 | 18,797 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,416,797 | 20,566 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $4,286,294 | 22,613 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||