Vault-13

LULUS FASHION LOUNGE HOLDING LVLU

COM NEW · Common Stock · CUSIP 55003A207

18 institutional holders +0 vs Q1 2026
994,880994.9k shares reported held*
$8.1mreported value*
1 new 2 added 4 reduced 1 sold out net sold ≈ $185.2k (-22.5k 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 ≈ $8.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q2 25: 1Q3 25: 15Q4 25: 16Q1 26: 18Q2 26: 1818Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20251
Q3 202515
Q4 202516
Q1 202618
Q2 202618

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 25: 15 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 3 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025151
Q4 202555
Q1 202665
Q2 202635

Biggest buyers

BlackRock, Inc. Added +4,436+4.4k
Tower Research Capital LLC (TRC) Added +80+80
BARCLAYS PLC New +6+6

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Reduced -11,901-11.9k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Sold out -11,500-11.5k
UBS Group AG Reduced -1,911-1.9k
GEODE CAPITAL MANAGEMENT, LLC Reduced -1,612-1.6k
JPMORGAN CHASE & CO Reduced -84-84

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.

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 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)

BuyingSelling
101Q4 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 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 500,000500.0k $4.0m $4.0m 0.00% Unchanged
2 INSTITUTIONAL VENTURE MANAGEMENT XV, LLC 1.71% of their portfolio MENLO PARK, CA 251,575251.6k $2.1m $2.1m 1.71% Unchanged
3 Chico Wealth RIA 0.59% of their portfolio CHICO, CA 138,103138.1k $1.1m $1.1m 0.59% Unchanged
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 52,90352.9k $423.2k $423.2k 0.00% Unchanged
5 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 18,76418.8k $154.8k $154.8k 0.00% Reduced -11.9k -11,901
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 11,61511.6k $93.0k $93.0k 0.00% Reduced -1.6k -1,612
7 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 11,30411.3k $90.4k $90.4k 0.00% Unchanged
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,1285.1k $42.3k $42.3k 0.00% Added +4.4k +4,436
9 Retirement Systems of Alabama 0.00% of their portfolio MONTGOMERY, AL 2,0632.1k $16.5k $16.5k 0.00% Unchanged
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,7541.8k $14.5k $14.5k 0.00% Unchanged
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 892892 $6.9k $6.9k 0.00% Unchanged
12 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 433433 $3.6k $3.6k 0.00% Added +80 +80
13 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 161161 $1.3k $1.3k 0.00% Unchanged
14 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 151151 $1.2k $1.2k 0.00% Unchanged
15 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1717 $140 $140 0.00% Unchanged
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 99 $74 $74 0.00% Reduced -1.9k -1,911
17 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 66 $50 $50 0.00% New
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22 $17 $17 0.00% Reduced -84 -84