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Disclosery

MARSHALL WACE, LLP: LULU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL WACE, LLP on LULU, newest first. How the timeline and the estimate are built.

MARSHALL WACE, LLP held 380,476 LULU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,476 shares
    Change vs previous 13F -677,172 shares

    0.04% of the 13F portfolio, value $43,442,750.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,057,648 shares
    Change vs previous 13F -1,312,688 shares

    0.17% of the 13F portfolio, value $161,925,908.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,370,336 shares
    Change vs previous 13F +1,986,698 shares

    0.47% of the 13F portfolio, value $492,579,524.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 383,638 shares
    Change vs previous 13F +330,208 shares

    0.07% of the 13F portfolio, value $68,260,709.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,430 shares
    Change vs previous 13F +53,430 shares

    0.02% of the 13F portfolio, value $12,693,899.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -65,704 shares

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 65,704 shares
    Change vs previous 13F +8,493 shares

    0.03% of the 13F portfolio, value $25,125,866.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,211 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,524,205.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).