Position in LULU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,489,552
-$3,241,999 QoQ
Shares Held
35,856
-14.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.41633199464525.ToString("F0")%
Shared 0.ToString("F0")%
None 12.583668005354752.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $531,922,672 across 9 Apparel Retail names. LULU ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
3,003,930 | $479,727,618 | |
| 2 | ROST |
Ross Stores, Inc.
|
145,610 | $31,543,492 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
35,856 | $5,489,552 | |
| 4 | URBN |
Urban Outfitters Inc
|
85,372 | $5,408,315 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
24,194 | $3,541,032 | |
| 6 | GAP |
Gap Inc
|
107,905 | $2,611,300 | |
| 7 | BURL |
Burlington Stores, Inc.
|
5,091 | $1,656,508 | |
| 8 | SHOE |
Shoe Station Group Inc
|
95,669 | $1,491,479 |
All Filings in LULU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,489,552 | 35,856 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,731,551 | 42,017 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,768,566 | 49,281 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $19,427,627 | 81,773 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,249,232 | 89,201 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $32,919,762 | 86,085 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,901,228 | 65,971 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,064,119 | 77,215 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,837,191 | 81,498 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $43,609,965 | 85,294 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $27,183,960 | 70,496 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,814,081 | 65,559 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,373,479 | 69,671 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,284,293 | 82,041 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,895,389 | 85,475 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,418,014 | 85,903 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $31,040,164 | 84,988 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $38,225,872 | 97,652 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,718,874 | 98,144 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,019,599 | 95,952 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,407,966 | 95,882 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $32,366,440 | 92,999 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,217,389 | 91,743 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $31,275,568 | 100,239 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,758,361 | 77,860 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||