RAYMOND JAMES FINANCIAL INC
Position in LULU — lululemon athletica inc.
CIK 720005
ST. PETERSBURG, FL
Position in LULU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$12,200,691
-$8,520,458 QoQ
Shares Held
79,691
-20.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Derivatives in LULU
reported options exposure · as of Dec 31, 2025CallValue
$623,430
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $1,397,184,673 across 14 Apparel Retail names. LULU ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
5,930,088 | $947,035,051 | |
| 2 | ROST |
Ross Stores, Inc.
|
1,198,797 | $259,695,391 | |
| 3 | BURL |
Burlington Stores, Inc.
|
327,668 | $106,616,611 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
287,877 | $42,133,674 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
144,123 | $13,168,516 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
79,691 | $12,200,691 | |
| 7 | URBN |
Urban Outfitters Inc
|
74,823 | $4,740,035 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
65,221 | $3,023,643 |
All Filings in LULU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,200,691 | 79,691 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,721,149 | 99,712 | Shares | Defined | 2026-02-18 | |
| 2025-12-31 | $623,430 | 3,000 | Call | Defined | 2026-02-18 | |
| 2025-09-30 | $533,790 | 3,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $16,177,928 | 90,923 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,759,109 | 112,632 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,798,806 | 101,741 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $44,317,875 | 115,891 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||