Vault-13

LULUS FASHION LOUNGE HOLDING LVLU

COM NEW · Common Stock · CUSIP 55003A207

15 institutional holders +14 vs Q2 2025
1,198,6241.2m shares reported held*
$5.7mreported value*
15 new 0 added 0 reduced 1 sold out net bought ≈ $5.7m (+1.2m shares)

* 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. Implied quarter-end price ≈ $4.73.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 1Q3 25: 1515Q2 25Q3 25
Numbers
QuarterHolders
Q2 20251
Q3 202515

Biggest buyers

CANADA PENSION PLAN INVESTMENT BOARD New +500,000+500.0k
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC New +251,575+251.6k
INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC New +251,574+251.6k
Chico Wealth RIA New +101,432+101.4k
VANGUARD GROUP INC New +50,212+50.2k
GEODE CAPITAL MANAGEMENT, LLC New +11,774+11.8k
BRIDGEWAY CAPITAL MANAGEMENT, LLC New +11,647+11.6k
PRINCIPAL FINANCIAL GROUP INC New +10,000+10.0k
Retirement Systems of Alabama New +7,799+7.8k
UBS Group AG New +1,568+1.6k

Biggest sellers

SBI Securities Co., Ltd. Sold out -10-10

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.

HolderStakeChangeShares Last filed
Friedland Enterprises LLC 13D · may seek influence no change · filed 2026-04-06
Stated purposeEXPLANATORY NOTE This Amendment No. 1 amends and supplements the Schedule 13D originally filed by Christian B. Friedland ("Friedland" or the "Reporting Person"), through Friedland Enterprises, with the Securities and Exchange Commission on January 9, 2026 (the "Original Schedule 13D"), relating to the common stock of Lulu's Fashion Lounge Holdings, Inc. (the "Company"). Except as specifically set forth herein, the Original Schedule 13D is unmodified. Item 4 is amended and restated in its entirety as follows: PURPOSE OF TRANSACTION The Reporting Person acquired the Shares because he believes they are undervalued and represent an attractive investment opportunity. The Reporting Person intends to engage constructively with the Company's management and Board of Directors (the "Board") to en… Full filing
5.0% no change 137.4k≈ $1.1m 2026-04-06

Insider purchases and sales in Q3 2025

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)

BuyingSelling
101Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 1 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—0——
Q1 20241$1.6k0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—1——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 500,000500.0k $2.4m $2.4m 0.00% New
2 INSTITUTIONAL VENTURE MANAGEMENT XV, LLC 0.90% of their portfolio MENLO PARK, CA 251,575251.6k $1.2m $1.2m 0.90% New
3 INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 100.00% of their portfolio MENLO PARK, CA 251,574251.6k $1.2m $1.2m 100.00% New
4 Chico Wealth RIA 0.32% of their portfolio CHICO, CA 101,432101.4k $476.7k $476.7k 0.32% New
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 50,21250.2k $239.0k $239.0k 0.00% New
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 11,77411.8k $56.1k $56.1k 0.00% New
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 11,64711.6k $55.4k $55.4k 0.00% New
8 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 10,00010.0k $47.6k $47.6k 0.00% New
9 Retirement Systems of Alabama 0.00% of their portfolio MONTGOMERY, AL 7,7997.8k $37.1k $37.1k 0.00% New
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5681.6k $7.4k $7.4k 0.00% New
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 692692 $3.3k $3.3k 0.00% New
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 162162 $772 $772 0.00% New
13 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 161161 $757 $757 0.00% New
14 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1717 $80 $80 0.00% New
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1111 $52 $52 0.00% New