Jane Street’s lululemon athletica LULU Stock Holding History

Jane Street’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$154M	Sell	1,008,000 -334,600	-25%	-$60M	0.02%	475
2025 Q4	$279M	Buy	1,342,600 +19,800	+1%	+$3.59M	0.04%	275
2025 Q3	$235M	Buy	1,322,800 +1,116,000	+540%	+$224M	0.04%	315
2025 Q2	$49.1M	Buy	206,800 +90,000	+77%	+$24.8M	0.01%	771
2025 Q1	$33.1M	Buy	116,800 +11,300	+11%	+$4.15M	0.01%	935
2024 Q4	$40.3M	Buy	105,500 +34,900	+49%	+$11.4M	0.01%	807
2024 Q3	$19.2M	Buy	70,600 +46,600	+194%	+$12.4M	﹤0.01%	1275
2024 Q2	$7.17M	Sell	24,000 -140,600	-85%	-$47M	﹤0.01%	2453
2024 Q1	$64.3M	Buy	164,600 +79,700	+94%	+$36.8M	0.01%	519
2023 Q4	$43.4M	Buy	84,900 +52,400	+161%	+$22.6M	0.01%	757
2023 Q3	$12.5M	Sell	32,500 -100,800	-76%	-$38.5M	﹤0.01%	1539
2023 Q2	$50.5M	Sell	133,300 -255,900	-66%	-$94.4M	0.02%	593
2023 Q1	$142M	Buy	389,200 +309,000	+385%	+$96.9M	0.06%	213
2022 Q4	$25.7M	Buy	80,200 +52,600	+191%	+$17.3M	0.01%	849
2022 Q3	$7.72M	Sell	27,600 -46,900	-63%	-$14.5M	﹤0.01%	1997
2022 Q2	$20.3M	Sell	74,500 -326,500	-81%	-$105M	0.01%	1112
2022 Q1	$146M	Buy	401,000 +323,000	+414%	+$105M	0.05%	254
2021 Q4	$30.5M	Sell	78,000 -157,000	-67%	-$67.1M	0.01%	904
2021 Q3	$95.1M	Buy	235,000 +98,300	+72%	+$39.4M	0.03%	356
2021 Q2	$49.9M	Sell	136,700 -41,800	-23%	-$13.8M	0.02%	552
2021 Q1	$54.7M	Sell	178,500 -128,500	-42%	-$42.2M	0.03%	450
2020 Q4	$107M	Sell	307,000 -335,900	-52%	-$117M	0.05%	228
2020 Q3	$212M	Buy	642,900 +29,500	+5%	+$9.84M	0.13%	106
2020 Q2	$191M	Buy	613,400 +283,200	+86%	+$72.4M	0.14%	93
2020 Q1	$62.6M	Sell	330,200 -19,800	-6%	-$4.43M	0.06%	208
2019 Q4	$81.1M	Buy	350,000 +127,100	+57%	+$27.1M	0.11%	119
2019 Q3	$42.9M	Buy	222,900 +32,400	+17%	+$6.05M	0.07%	191
2019 Q2	$34.3M	Sell	190,500 -133,000	-41%	-$23.1M	0.06%	237
2019 Q1	$53M	Buy	323,500 +203,900	+170%	+$29.8M	0.09%	161
2018 Q4	$14.5M	Sell	119,600 -7,200	-6%	-$965K	0.03%	422
2018 Q3	$20.6M	Sell	126,800 -28,400	-18%	-$3.89M	0.04%	324
2018 Q2	$19.4M	Buy	155,200 +94,300	+155%	+$10.1M	0.05%	321
2018 Q1	$5.43M	Sell	60,900 -24,200	-28%	-$1.94M	0.01%	917
2017 Q4	$6.69M	Sell	85,100 -551,200	-87%	-$36.7M	0.02%	702
2017 Q3	$39.6M	Buy	636,300 +522,400	+459%	+$31.5M	0.13%	152
2017 Q2	$6.8M	Sell	113,900 -130,400	-53%	-$6.79M	0.02%	618
2017 Q1	$12.7M	Buy	244,300 +149,000	+156%	+$9.81M	0.06%	309
2016 Q4	$6.19M	Buy	95,300 +78,900	+481%	+$4.71M	0.03%	546
2016 Q3	$1M	Sell	16,400 -7,000	-30%	-$517K	﹤0.01%	1958
2016 Q2	$1.73M	Sell	23,400 -22,700	-49%	-$1.51M	0.01%	1421
2016 Q1	$3.12M	Sell	46,100 -14,600	-24%	-$877K	0.02%	845
2015 Q4	$3.19M	Sell	60,700 -4,000	-6%	-$202K	0.02%	731
2015 Q3	$3.28M	Buy	64,700 +57,600	+811%	+$3.51M	0.02%	647
2015 Q2	$464K	Sell	7,100 -26,700	-79%	-$1.74M	﹤0.01%	2363
2015 Q1	$2.16M	Buy	33,800 +25,300	+298%	+$1.62M	0.02%	815
2014 Q4	$474K	Buy	+8,500	New	+$388K	﹤0.01%	1519

Other funds holding LULU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street's LULU Position: Q1 2026 in Review

Jane Street increased its lululemon athletica (LULU) stake by 71% in Q1 2026, buying an estimated $72.2M and bringing the position to 970,796 shares worth $149M. The position accounts for 0.02% of the portfolio, ranked #487.

Jane Street first reported a position in LULU in Q2 2013 and has held it in 49 quarters since. The position peaked at $291M in Q2 2023. 948 funds tracked by Wall St. Rank hold LULU as of Q1 2026.

Jane Street held 970,796 shares of lululemon athletica worth $149M as of Q1 2026.
Jane Street bought 402,867 lululemon athletica shares in Q1 2026, an estimated $72.2M.
lululemon athletica made up 0.02% of Jane Street's portfolio in Q1 2026, its #487 holding.
Jane Street first reported a position in lululemon athletica in Q2 2013 and has held it in 49 quarters since.
Jane Street's lululemon athletica position peaked at $291M in Q2 2023.
948 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.