Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lululemon Athletica Inc (LULU)

939 + Investors. Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -55
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — LULU

Based on 948 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LULU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
948 funds currently hold this stock — 80% of the 3.0-year high of 1,186 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
166 fewer hedge funds hold LULU compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

485 buying573 selling
Last quarter: 573 funds reduced or exited vs 485 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-94 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 146 → 127 → 245 → 151. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
590 out of 948 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -13%, value -36%

Value
-36%
Shares
-12%
Last quarter: funds added -13% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

134 → 146 → 127 → 245 → 151 new funds/Q
New funds entering each quarter: 146 → 127 → 245 → 151. A growing number of institutions are discovering LULU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,018 holders: 691 (68%) are 2+ year veterans, 110 entered 1–2 years ago, and 217 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
61 of 943 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LULU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LULU

In 2026 Q1, 485 hedge funds were net buyers of LULU (151 opened a new position, 334 added to an existing one), while 573 reduced or exited (367 trimmed, 206 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 44% of total institutional value in LULU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -55 funds (more exits than new entries). Total institutional holders: 948.

Hedge Fund Ownership: LULU

How many hedge funds hold LULU — quarterly history vs. share price
Quarterly hedge fund ownership of LULU vs. share price

Market Analysis: LULU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LULU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lululemon Athletica Inc (LULU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LULU has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
LULU
-22.4%
XLY
+7.0%

LULU outperformed XLY by -29.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
LULU
-0.3%
XLY
+0.1%

Since the filing became public, LULU outperformed XLY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 6 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: LULU
939 + Investors

Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 939 1003 -6.38%
13F Shares 106M 122M -12.88%
Total Value $16.14B $25.40B -36.47%
New Positions 148 245 -97
Increased Positions 304 292 +12
Closed Positions 212 154 +58
Reduced Positions 357 359 -2
Total Calls 36 43 -16.28%
Total Puts 39 40 -2.5%
PUT/CALL Ratio 1.08 0.93 Neutral

Statistics: LULU

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

939 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LULU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LULU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rule One Partners, LLC 15.84% 104,200 $16.0M
2 Intercapital, LLC 4.45% 87,000 $13.3M
3 Black Cypress Capital Management, LLC 2.91% 26,487 $4.1M
4 Kettle Hill Capital Management, LLC 2.77% 72,146 $11.0M
5 VR Advisory Services Ltd 2.69% 148,702 $22.8M
6 Intercapital, LLC 2.35% 46,000 $7.0M
7 Leibman Financial Services, Inc. 2.24% 19,930 $3.1M
8 Stelac Advisory Services LLC 1.62% 52,409 $8.0M
9 Rayburn West Financial Services LLC 1.60% 17,790 $2.7M
10 AlpenGlobal Capital LLC 1.53% 15,716 $2.4M
11 Bender Robert & Associates 1.50% 40,772 $6.2M
12 Formula Growth Ltd 1.38% 20,000 $3.1M
13 Flossbach von Storch Se 1.33% 1,857,905 $284.4M
14 Monaco Asset Management SAM 1.24% 44,000 $6.7M
15 Woodson Capital Management, LP 1.21% 50,442 $7.7M
16 Bright Rock Capital Management, LLC 1.21% 40,000 $6.1M
17 Zuckerman Investment Group, LLC 1.09% 75,679 $11.6M
18 Impala Asset Management LLC 1.07% 15,000 $2.3M
19 Tyro Capital Management LLC 1.04% 62,544 $9.6M
20 AYAL Capital Advisors Ltd 1.04% 25,000 $3.8M
21 Silverleafe Capital Partners, LLC 1.03% 22,800 $3.5M
22 Tilia Fiduciary Partners, INC. 0.94% 11,138 $1.7M
23 RWWM, Inc. 0.82% 73,385 $11.2M
24 Sciencast Management LP 0.81% 41,681 $6.4M
25 Giverny Capital Inc. 0.80% 142,600 $21.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lululemon Athletica Inc (LULU)

What does the Smart Money Trend signal show for LULU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LULU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LULU?

More sellers than buyers — 46% buying: Last quarter: 573 funds reduced or exited vs 485 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LULU holders?

Elite ownership — 44% AUM from top-100 funds: 61 of 943 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in LULU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LULU?

62% of holders stayed for 2+ years: 590 out of 948 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lululemon Athletica Inc (LULU) following the 2026 Q1 hedge fund 13F filings?

As of today, LULU has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), LULU has gained -22.4% vs +7.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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