John Overdeck’s lululemon athletica LULU Stock Holding History

John Overdeck’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 Q2	$4.3M	Sell	37,700 -75,300	-67%	-$10.1M	﹤0.01%	2279
2026 Q1	$17.3M	Buy	113,000 +25,800	+30%	+$4.62M	0.01%	1034
2025 Q4	$18.1M	Buy	+87,200	New	+$15.8M	0.03%	771
2022 Q1	–	Sell	-3,700	Closed	-$1.45M	–	3610
2021 Q4	$1.45M	Sell	3,700 -9,300	-72%	-$3.97M	﹤0.01%	2225
2021 Q3	$5.26M	Buy	13,000 +3,000	+30%	+$1.2M	0.01%	1185
2021 Q2	$3.65M	Sell	10,000 -53,000	-84%	-$17.5M	0.01%	1400
2021 Q1	$19.3M	Buy	63,000 +41,800	+197%	+$13.7M	0.05%	450
2020 Q4	$7.38M	Sell	21,200 -12,700	-37%	-$4.41M	0.02%	730
2020 Q3	$11.2M	Buy	33,900 +25,300	+294%	+$8.44M	0.04%	469
2020 Q2	$2.68M	Sell	8,600 -14,000	-62%	-$3.58M	0.01%	959
2020 Q1	$4.28M	Sell	22,600 -400	-2%	-$89.5K	0.03%	571
2019 Q4	$5.33M	Sell	23,000 -7,000	-23%	-$1.49M	0.02%	913
2019 Q3	$5.78M	Buy	30,000 +10,000	+50%	+$1.87M	0.02%	791
2019 Q2	$3.6M	Buy	20,000 +12,000	+150%	+$2.08M	0.01%	1070
2019 Q1	$1.31M	Buy	8,000 +4,100	+105%	+$599K	﹤0.01%	1665
2018 Q4	$474K	Buy	+3,900	New	+$523K	﹤0.01%	2139
2018 Q3	–	Sell	-14,000	Closed	-$1.75M	–	3416
2018 Q2	$1.75M	Sell	14,000 -5,000	-26%	-$533K	0.01%	1727
2018 Q1	$1.69M	Buy	+19,000	New	+$1.52M	0.01%	1641
2017 Q4	–	Sell	-20,100	Closed	-$1.25M	–	3300
2017 Q3	$1.25M	Buy	20,100 +7,700	+62%	+$464K	﹤0.01%	1589
2017 Q2	$740K	Buy	+12,400	New	+$646K	﹤0.01%	2085
2017 Q1	–	Sell	-7,000	Closed	-$455K	–	3134
2016 Q4	$455K	Sell	7,000 -34,800	-83%	-$2.08M	﹤0.01%	2564
2016 Q3	$2.55M	Buy	41,800 +33,800	+423%	+$2.5M	0.01%	1294
2016 Q2	$591K	Sell	8,000 -3,000	-27%	-$199K	﹤0.01%	2135
2016 Q1	$745K	Buy	+11,000	New	+$661K	﹤0.01%	1788

Other funds holding LULU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's LULU Position: Q2 2026 in Review

John Overdeck reduced its lululemon athletica (LULU) stake by 83% in Q2 2026, selling an estimated $9.2M and leaving 13,677 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

John Overdeck first reported a position in LULU in Q3 2013 and has held it in 43 quarters since. The position peaked at $167M in Q2 2018. 841 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

John Overdeck held 13,677 shares of lululemon athletica worth $1.56M as of Q2 2026.
John Overdeck sold 68,865 lululemon athletica shares in Q2 2026, an estimated $9.2M.
lululemon athletica made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3227 holding.
John Overdeck first reported a position in lululemon athletica in Q3 2013 and has held it in 43 quarters since.
John Overdeck's lululemon athletica position peaked at $167M in Q2 2018.
841 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.