Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,275,390
-$397,839 QoQ
Shares Held
11,170
+2.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#313
of 847 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026X-Square Capital, LLC holds $8,508,633 across 3 Apparel Retail names. LULU ranks #3 (15.0% of the industry book) .
All Filings in LULU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,390 | 11,170 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,673,229 | 10,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,254,946 | 10,851 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,027,512 | 11,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,891,586 | 12,171 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,393,504 | 4,923 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,892,547 | 4,949 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,392,567 | 5,132 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||