Position in LULU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$710,085
-$184,019 QoQ
Shares Held
6,219
+6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 847 holders
Holding Since
Mar 2020
26 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, 2026OPPENHEIMER & CO INC holds $14,799,084 across 3 Apparel Retail names. LULU ranks #3 (4.8% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,085 | 6,219 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $894,104 | 5,840 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,139,837 | 5,485 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,134,125 | 6,374 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,903,490 | 8,012 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,459,508 | 8,689 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,247,043 | 8,491 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,873,596 | 10,590 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,182,648 | 10,655 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,819,385 | 9,777 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,719,289 | 11,186 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,912,943 | 15,334 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,302,031 | 11,366 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,017,015 | 11,030 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,253,591 | 16,398 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,094,435 | 14,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,555,313 | 16,710 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,544,556 | 17,919 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,842,700 | 20,035 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,709,116 | 16,578 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,549,003 | 15,204 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,289,646 | 13,986 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,041,910 | 14,487 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,968,249 | 12,048 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,935,670 | 22,229 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,180,459 | 16,779 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||