Position in LULU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,755,950
-$1,733,602 QoQ
Shares Held
32,895
-8.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $492,723,983 across 9 Apparel Retail names. LULU ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,974,205 | $450,592,055 | |
| 2 | ROST |
Ross Stores, Inc.
|
107,205 | $22,818,581 | |
| 3 | URBN |
Urban Outfitters Inc
|
84,156 | $5,963,293 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
26,789 | $4,400,628 | |
| 5 | LULU |
lululemon athletica inc.
This page
|
32,895 | $3,755,950 | |
| 6 | BURL |
Burlington Stores, Inc.
|
6,745 | $2,136,815 | |
| 7 | GAP |
Gap Inc
|
108,077 | $2,018,878 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
31,418 | $540,389 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,755,950 | 32,895 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||