Lulu's Fashion Lounge Ownership | Who Owns Lulu's Fashion Lounge?

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Lulu's Fashion Lounge Ownership Summary

Lulu's Fashion Lounge is owned by 51.01% institutional investors, 7.92% insiders, and 41.07% retail investors. Canada pension plan investment board is the largest institutional shareholder, holding 19.01% of LVLU shares. Columbia Small Cap Value I A is the top mutual fund, with 2.28% of its assets in Lulu's Fashion Lounge shares.

LVLU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lulu's Fashion Lounge	51.01%	7.92%	41.07%
Sector	Consumer Cyclical Stocks	57.35%	11.97%	30.68%
Industry	Apparel Retail Stocks	71.75%	12.90%	15.35%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Canada pension plan investment board	7.50M	19.01%	$13.88M
Institutional venture management xv	3.77M	9.57%	$6.98M
Institutional venture management xvi	3.77M	9.57%	$6.98M
Principal financial group	2.02M	5.13%	$3.74M
Ameriprise financial	1.42M	3.61%	$2.64M
Vanguard group	851.73K	2.16%	$1.58M
Geode capital management	159.87K	0.41%	$295.84K
Bridgeway capital management	127.90K	0.32%	$236.62K
Retirement systems of alabama	116.98K	0.30%	$216.41K
Truist financial	61.96K	0.16%	$114.62K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Institutional venture management xvi	3.77M	7.37%	$6.98M
Institutional venture management xv	3.77M	4.77%	$6.98M
Sweeney & michel	51.06K	0.04%	$87.82K
Prosperity financial group	19.43K	0.02%	$35.94K
Canada pension plan investment board	7.50M	0.01%	$13.88M
Blueprint investment partners	19.43K	0.01%	$35.94K
Bridgeway capital management	127.90K	0.01%	$236.62K
Turtle creek asset management	55.00K	0.00%	$101.75K
Principal financial group	2.02M	0.00%	$3.74M
Retirement systems of alabama	116.98K	0.00%	$216.41K

Top Buyers

Holder	Shares	% Assets	Change
Ameriprise financial	1.42M	0.00%	56.46K
Blueprint investment partners	19.43K	0.01%	19.43K
Geode capital management	159.87K	-	13.26K
Choreo	12.72K	0.00%	12.72K
Ubs group	6.44K	-	6.31K

Top Sellers

Holder	Shares	% Assets	Change
Awm investment company	-	-	-200.00K
Principal financial group	2.02M	0.00%	-65.33K
D. e. shaw	-	-	-14.53K
Envestnet asset management	-	-	-10.15K
Tower research capital llc (trc)	4.70K	0.00%	-4.75K

New Positions

Holder	Shares	% Assets	Change	Value
Blueprint investment partners	19.43K	0.01%	19.43K	$35.94K
Choreo	12.72K	0.00%	12.72K	$24.05K
Citigroup	43.00	-	43.00	$80.00

Sold Out

Holder	Change
Citadel advisors	-100.00
Wells fargo & company/mn	-133.00
Principal securities	-294.00
Envestnet asset management	-10.15K
D. e. shaw	-14.53K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	30	-	20,124,529	-0.91%	51	1.97%	11	57.14%	7	-30.00%
Mar 31, 2024	30	-16.67%	20,309,666	-0.58%	50	1.96%	7	-58.82%	10	66.67%
Dec 31, 2023	36	-5.26%	20,427,523	-0.35%	50	1.91%	17	21.43%	6	-33.33%
Sep 30, 2023	38	-11.63%	20,499,525	-0.84%	51	1.86%	14	-36.36%	9	-43.75%
Jun 30, 2023	43	-12.24%	20,673,701	1.02%	52	1.94%	22	-12.00%	16	23.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Columbia Small Cap Value I A	953.33K	2.28%	-
Columbia Small Cap Value I	953.33K	2.28%	33.30K
Vanguard Total Stock Mkt Idx Inv	692.56K	1.66%	-
Principal SmallCap R5	395.10K	0.95%	-
Principal U.S. Small Cap Equity	395.10K	0.95%	-11.90K
Columbia VP Small Cap Value 1	319.47K	0.77%	-1.00K
Principal SmallCap SP	190.90K	0.46%	-
Vanguard Institutional Extnd Mkt Idx Tr	132.13K	0.32%	-
Bridgeway Ultra-Small Company Market	100.90K	0.24%	-
Fidelity Extended Market Index	96.29K	0.23%	1.10K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 15, 2024	MARDY MICHAEL J	-	Buy	$1.64K
Aug 23, 2023	MARDY MICHAEL J	-	Buy	$21.00K
Mar 17, 2023	MARDY MICHAEL J	-	Buy	$27.90K
May 23, 2022	MARDY MICHAEL J		Buy	$23.92K
Nov 15, 2021	McCreight David W.	Chief Executive Officer	Buy	$1.00M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	1	-
2023 Q4	-	-
2023 Q3	1	-

LVLU Ownership FAQ

Who Owns Lulu's Fashion Lounge?

Lulu's Fashion Lounge shareholders are primarily institutional investors at 51.01%, followed by 7.92% insiders and 41.07% retail investors. The average institutional ownership in Lulu's Fashion Lounge's industry, Apparel Retail Stocks, is 71.75%, which Lulu's Fashion Lounge falls below.

Who owns the most shares of Lulu's Fashion Lounge?

Lulu's Fashion Lounge’s largest shareholders are Canada pension plan investment board (7.5M shares, 19.01%), Institutional venture management xv (3.77M shares, 9.57%), and Institutional venture management xvi (3.77M shares, 9.57%). Together, they hold 38.14% of Lulu's Fashion Lounge’s total shares outstanding.

Does Blackrock own Lulu's Fashion Lounge?

BlackRock is not among the top 10 institutional shareholders of Lulu's Fashion Lounge.

Who is Lulu's Fashion Lounge’s biggest shareholder by percentage of total assets invested?

Institutional venture management xvi is Lulu's Fashion Lounge’s biggest shareholder by percentage of total assets invested, with 7.37% of its assets in 3.77M Lulu's Fashion Lounge shares, valued at 6.98M$.

Who is the top mutual fund holder of Lulu's Fashion Lounge shares?

Columbia Small Cap Value I A is the top mutual fund holder of Lulu's Fashion Lounge shares, with 2.28% of its total shares outstanding invested in 953.33K Lulu's Fashion Lounge shares.

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