Position in LULU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,858,165
-$429,302 QoQ
Shares Held
16,274
+8.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 847 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026NEOS Investment Management LLC holds $81,778,797 across 3 Apparel Retail names. LULU ranks #3 (2.3% of the industry book) .
All Filings in LULU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,165 | 16,274 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,287,467 | 14,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,212,742 | 15,460 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $8,252,036 | 46,378 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,713,772 | 28,259 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,770,975 | 16,855 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,869,608 | 12,734 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,910,499 | 10,726 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,930,544 | 9,811 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,802,913 | 7,175 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,873,960 | 5,621 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,627,274 | 4,220 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||