Monitor BlackRock's next 13F filing for any shift from passive to active posture. A conversion to Schedule 13D would signal potential engagement, but this filing shows no such intent.
Price Chart
Executive Summary
BlackRock filed an amended Schedule 13G disclosing a 5.8% passive stake in lululemon athletica as of September 30, 2026, up from 5.0% in its prior filing. The increase reflects routine portfolio rebalancing by a large index/asset manager and does not signal activist intent.
Key Financial Metrics
Key Facts
- BlackRock reported beneficial ownership of 6,122,306 shares of LULU common stock, representing 5.8% of shares outstanding as of September 30, 2026.
- The filing is an amendment to a Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- BlackRock's sole voting power is 5,726,787 shares; sole dispositive power is 6,122,306 shares.
- No single person within BlackRock's reporting group beneficially owns more than 5% of LULU shares.
Financial Impact
BlackRock's stake increased from approximately 5.0% to 5.8%, representing an incremental ~0.8% of shares outstanding. At a $10.5B market cap, the added position is worth roughly $84M.
Risk Factors
- BlackRock's passive stake increase is routine and does not indicate fundamental conviction; no catalyst for stock movement.
- The filing confirms BlackRock remains below the 10% threshold that would trigger additional regulatory scrutiny.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003920 |
| Document: Item_7.txt | 0002012383-26-003920 |
| Document: 0002012383-26-003920-index-headers.html | 0002012383-26-003920 |
| Document: 0002012383-26-003920-index.html | 0002012383-26-003920 |
| Document: 0002012383-26-003920.txt | 0002012383-26-003920 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 2d ago | 3 | $109.40 | awaiting T+1 | awaiting T+1 | $107.24 (−1.97%) |
Oct 29, 2026 2d ago | 3 | $109.32 | awaiting T+1 | awaiting T+1 | $107.24 (−1.90%) |
Oct 27, 2026 4d ago | SC 13G/A | $105.22 $109.82 | ▲ +4.37% | ▲ +4.75% | $107.24 (+1.92%) |
Oct 23, 2026 8d ago | Institutional Cluster | $99.01 $102.91 | ▼ −3.94% | ▼ −3.23% | $107.24 (−8.31%) |
Oct 22, 2026 9d ago | 8-K | $99.01 $102.91 | ▲ +3.94% | ▲ +3.23% | $107.24 (+8.31%) |
Oct 22, 2026 9d ago | ANALYST-DOWNGRADE | $104.06 $99.01 | ▲ +4.85% | ▲ +4.33% | $107.24 (−3.06%) |
Oct 7, 2026 24d ago | 8-K | $92.68 $94.50 | ▲ +1.96% | ▲ +1.36% | $107.24 (+15.71%) |
Sep 14, 2026 6w ago | 8-K | $98.37 $98.00 | ▼ −0.38% | ▼ −0.70% | $107.24 (+9.02%) |
Sep 9, 2026 7w ago | ANALYST-UPGRADE | No price | awaiting T+1 | awaiting T+1 | No price |
Aug 8, 2026 12w ago | Institutional Cluster | $127.80 $125.61 | ▼ −1.71% | ▼ −1.39% | $107.24 (−16.09%) |
US Market Status
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