LESLIES INC LESLQ
COM · Common Stock · CUSIP 527064208
- SectorConsumer discretionary
- IndustryRetail-Retail Stores, NEC
- HeadquartersPhoenix, AZ
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 9.4m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.15. Options: 5 managers hold calls ($2.3m notional), 4 hold puts ($676.0k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 1 |
| Q3 2025 | 60 |
| Q4 2025 | 51 |
| Q1 2026 | 43 |
| Q2 2026 | 46 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 59 | 1 |
| Q4 2025 | 20 | 43 |
| Q1 2026 | 16 | 29 |
| Q2 2026 | 23 | 23 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $554.1k | $3.0k | 0.01 |
| Q4 2025 | $145.6k | $23.6k | 0.16 |
| Q1 2026 | $37.3k | $15.7k | 0.42 |
| Q2 2026 | $2.3m | $676.0k | 0.30 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +527.1k |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | New | +380.3k |
| HRT FINANCIAL LP | New | +39.6k |
| Scientech Research LLC | New | +39.4k |
| Trexquant Investment LP | New | +30.6k |
| CITADEL ADVISORS LLC | New | +27.6k |
| Walleye Capital LLC | New | +26.8k |
| GROUP ONE TRADING LLC | New | +16.4k |
| Quadrature Capital Ltd | New | +10.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +10.3k |
Biggest sellers
| ARIEL INVESTMENTS, LLC | Reduced | -466.6k |
| CLEARFIELD CAPITAL MANAGEMENT LP | Sold out | -191.4k |
| GSA CAPITAL PARTNERS LLP | Reduced | -185.3k |
| PRIVATE MANAGEMENT GROUP INC | Sold out | -143.6k |
| Focus Partners Wealth | Sold out | -130.0k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -92.7k |
| Performa Ltd (US), LLC | Reduced | -90.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -43.1k |
| NINE MASTS CAPITAL Ltd | Sold out | -36.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -27.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.4m134.6k shares |
| CITADEL ADVISORS LLC | Added | $601.9k59.3k shares |
| IMC-Chicago, LLC | New | $169.5k16.7k shares |
| GROUP ONE TRADING LLC | New | $120.8k11.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.2k1.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $549.1k54.1k shares |
| IMC-Chicago, LLC | New | $114.7k11.3k shares |
| GROUP ONE TRADING LLC | New | $6.1k600 shares |
| SIMPLEX TRADING, LLC | Added | $6.1k600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JANE STREET GROUP, LLC 13G · passive investor +0.8 pts · filed 2026-08-13 | 5.9% |
Fell to 5% or below in the last year: Lee William Baxter (0.0%, 2026-08-14), ARIEL INVESTMENTS, LLC (0.0%, 2026-08-07)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 4 | $203.6k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ARIEL INVESTMENTS, LLC 0.24% of their portfolio | 2.4m $24.5m | Reduced -466.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 546.8k $5.6m | Added +527.1k |
| Lind Value II ApS 0.74% of their portfolio | 454.6k $4.6m | Unchanged |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2.43% of their portfolio | 380.3k $3.9m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 253.2k $2.6m | Reduced -27.7k |
| BlackRock, Inc. 0.00% of their portfolio | 199.6k $2.0m | Added +3.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 91.9k $932.5k | Added +1.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 80.7k $820.0k | Reduced -23.8k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 74.1k $752.0k | Reduced -185.3k |
| Performa Ltd (US), LLC 0.09% of their portfolio | 57.7k $585.7k | Reduced -90.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 57.6k $584.7k | Added +2.8k |
| STATE STREET CORP 0.00% of their portfolio | 44.6k $452.9k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.7k $443.2k | Reduced -43.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 42.1k $427.6k | Reduced -1.7k |
| HRT FINANCIAL LP 0.00% of their portfolio | 39.6k $402.0k | New |
| Scientech Research LLC 0.32% of their portfolio | 39.4k $400.1k | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 34.6k $351.2k | Reduced -78 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 34.2k $346.9k | Unchanged |
| Trexquant Investment LP 0.00% of their portfolio | 30.6k $310.6k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 28.7k $290.8k | Added +10.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 27.6k $280.6k | New |
| XTX Topco Ltd 0.00% of their portfolio | 27.0k $273.7k | Added +2.6k |
| Walleye Capital LLC 0.00% of their portfolio | 26.8k $271.7k | New |
| Everhart Financial Group, Inc. 0.02% of their portfolio | 23.5k $238.8k | Added +1.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 22.5k $227.9k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 16.4k $166.1k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 14.8k $150.3k | Added +4.6k |
| Invesco Ltd. 0.00% of their portfolio | 12.0k $121.3k | Reduced -13.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 10.5k $106.3k | New |
| UBS Group AG 0.00% of their portfolio | 9.7k $98.1k | Reduced -1.7k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 6.3k $64.2k | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.3k $43.0k | Added +3.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.4k $34.2k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.9k $19.2k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.8k $17.8k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 953 $9.7k | Added +952 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 102 $1.0k | Reduced -1 |
| Arax Advisory Partners 0.00% of their portfolio | 100 $1.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 68 $691 | Reduced -1 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23 $233 | Reduced -8 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 17 $163 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 16 $163 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 9 $91 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8 $81 | New |
| Westfuller Advisors, LLC 0.00% of their portfolio | 5 $51 | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 1 $10 | Unchanged |