Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ULTA BEAUTY INC (ULTA)

1K + Investors. Track Smart Money conviction in ULTA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +73
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — ULTA

Based on 1055 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ULTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,055 hedge funds hold ULTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 52% buying

515 buying482 selling
Last quarter: 515 funds bought or added vs 482 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new ULTA position: 98 → 184 → 127 → 168. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
674 out of 1,055 hedge funds have held ULTA 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.
➡️

Steady discovery — ~168 new funds/quarter

145 → 98 → 184 → 127 → 168 new funds/Q
New funds entering each quarter: 98 → 184 → 127 → 168. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 1,096 current holders: 759 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
42 of 1055 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ULTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: ULTA

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

Market Analysis: ULTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ULTA

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

72 top-rated funds 17 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: ULTA
2026 Q1 Stats Unlock in 14 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1109 1048 5.82%
13F Shares 44M 43M 2.01%
Total Value $25.65B $22.77B 12.63%
New Positions 171 133 +38
Increased Positions 418 416 +2
Closed Positions 105 117 -12
Reduced Positions 447 464 -17
Total Calls 26 30 -13.33%
Total Puts 26 29 -10.34%
PUT/CALL Ratio 1.0 0.97 Neutral

Statistics: ULTA

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of ULTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Courant Investment Management LLC 11.06% 21,673 $11.3M
2 FFG Partners, LLC 3.82% 18,446 $9.6M
3 COERENTE CAPITAL MANAGEMENT 3.72% 38,287 $20.0M
4 AMI ASSET MANAGEMENT CORP 3.48% 104,201 $54.5M
5 Rempart Asset Management Inc. 3.27% 29,734 $15.5M
6 HARVEY INVESTMENT CO LLC 2.77% 48,160 $25K
7 BENDER ROBERT & ASSOCIATES 2.64% 21,038 $11.0M
8 Evergreen Private Wealth LLC 2.25% 10,668 $5.6M
9 Andrew Hill Investment Advisors, Inc. 2.00% 4,291 $2.2M
10 AGMAN CAPITAL LLC 1.84% 4,415 $2.3M
11 WINSLOW ASSET MANAGEMENT INC 1.74% 17,156 $9K
12 North Growth Management Ltd. 1.68% 21,000 $11K
13 Fulcrum Capital LLC 1.40% 12,376 $6.5M
14 BLUE JEAN FINANCIAL LLC 1.27% 2,958 $1.5M
15 Oliver Luxxe Assets LLC 1.24% 15,849 $8.3M
16 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1.23% 1,205 —
17 Sompo Asset Management Co., Ltd. 1.19% 12,452 $6.5M
18 MERIDIAN MANAGEMENT CO 1.15% 8,868 $4.6M
19 DIAMANT ASSET MANAGEMENT, INC. 1.07% 1,474,042 $1.5M
20 Genus Capital Management Inc. 1.04% 17,426 $9.1M
21 Schear Investment Advisers, LLC 1.03% 4,489 $2.3M
22 GHE, LLC 1.02% 19,189 $2.4M
23 MOTCO 1.01% 20,841 $10.9M
24 Lynch Asset Management, Inc. 0.96% 5,450 $2.8M
25 BALDWIN WEALTH PARTNERS LLC/MA 0.90% 23,776 $12.4M
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 — ULTA BEAUTY INC (ULTA)

What does the Smart Money Trend signal show for ULTA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ULTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ULTA?

Slight buying edge — 52% buying: Last quarter: 515 funds bought or added vs 482 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ULTA holders?

Elite ownership — 50% AUM from top-100 funds: 42 of 1055 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ULTA. 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 ULTA?

64% of holders stayed for 2+ years: 674 out of 1,055 hedge funds have held ULTA 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.

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.