LULUS FASHION LOUNGE HOLDING LVLU
COM NEW · Common Stock · CUSIP 55003A207
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersChico, CA
- 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. Implied quarter-end price ≈ $8.10.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 1 |
| Q3 2025 | 15 |
| Q4 2025 | 16 |
| Q1 2026 | 18 |
| Q2 2026 | 18 |
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 | 15 | 1 |
| Q4 2025 | 5 | 5 |
| Q1 2026 | 6 | 5 |
| Q2 2026 | 3 | 5 |
Biggest buyers
| BlackRock, Inc. | Added | +4.4k |
| Tower Research Capital LLC (TRC) | Added | +80 |
| BARCLAYS PLC | New | +6 |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -11.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold out | -11.5k |
| UBS Group AG | Reduced | -1.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.6k |
| JPMORGAN CHASE & CO | Reduced | -84 |
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 |
|---|---|
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% |
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 | — | 1 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 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 |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 500.0k $4.0m | Unchanged |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC 1.71% of their portfolio | 251.6k $2.1m | Unchanged |
| Chico Wealth RIA 0.59% of their portfolio | 138.1k $1.1m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 52.9k $423.2k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 18.8k $154.8k | Reduced -11.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 11.6k $93.0k | Reduced -1.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 11.3k $90.4k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 5.1k $42.3k | Added +4.4k |
| Retirement Systems of Alabama 0.00% of their portfolio | 2.1k $16.5k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.8k $14.5k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 892 $6.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 433 $3.6k | Added +80 |
| ASSETMARK, INC 0.00% of their portfolio | 161 $1.3k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 151 $1.2k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 17 $140 | Unchanged |
| UBS Group AG 0.00% of their portfolio | 9 $74 | Reduced -1.9k |
| BARCLAYS PLC 0.00% of their portfolio | 6 $50 | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2 $17 | Reduced -84 |