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Stock
ULTA
ULTA BEAUTY, INC.Consumer DiscretionaryOther Specialty RetailLatest close $4986 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
6
27 funds tracked
Ever held
12
Current + past
New this quarter
2
Exited this quarter
1
Marquee-fund ownership over time
Aug 14, 2013Aug 13, 2019Nov 14, 2023May 15, 2026
Now
6
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2013 | 51Q | $130 | $498 | +282% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $329 | $498 | +51% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $329 | $498 | +51% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $329 | $498 | +51% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $329 | $498 | +51% |
| Two Sigma Investments | Q2 2026(8Q snapshot) | 1Q | $494 | $498 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 9× in & out | Q1 2025 | Q2 2026 | → $494 | +35% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | → $707 | +34% |
| Renaissance Technologies 2× in & out | Q3 2025 | Q4 2025 | → $534 | +0% |
| Berkshire Hathaway | Q3 2024 | Q1 2025 | → $365 | +11% |
| Coatue Management 2× in & out | Q3 2023 | Q4 2023 | → $398 | -13% |
| Lone Pine Capital | Q3 2013 | Q4 2017 | → $199 | +92% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Ulta Beauty, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
8
Filings · last 90d
10
Total on file
554
Recent SEC buffer
Most recent
Apr 7, 2026
30d / 90d windows measured from Apr 7, 2026 — the most recent Form 4 on file — not from today.
- Form 40000897069-26-000823Apr 7, 2026
- Form 40000897069-26-000783Apr 2, 2026
- Form 40000897069-26-000776Apr 2, 2026
- Form 40000897069-26-000773Apr 2, 2026
- Form 40000897069-26-000771Apr 2, 2026
- Form 40000897069-26-000769Apr 2, 2026
- Form 40000897069-26-000703Mar 17, 2026
- Form 40000897069-26-000701Mar 17, 2026
- Form 40000897069-26-000396Feb 17, 2026
- Form 40000897069-26-000385Feb 17, 2026
- Form 40000897069-25-001812Dec 17, 2025
- Form 40000897069-25-001790Dec 10, 2025
- Form 40000897069-25-001442Sep 8, 2025
- Form 40000897069-25-001426Sep 3, 2025
- Form 40000897069-25-001424Sep 3, 2025
Showing 15 of 554 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · ULTA BEAUTY, INC.Annual figures sourced directly from ULTA BEAUTY, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$12.39B
FY2026+10% YoY
Net income
$1.15B
FY2026-4% YoY
EPS (diluted)
$25.64
FY2026+1% YoY
Free cash flow(?)
$1.07B
FY2026+11% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Ulta Beauty, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 9, 2026
- 10-QQuarterly reportJun 2, 2026
- 8-KMaterial eventJun 2, 2026
- DEF 14AProxy statementApr 22, 2026
- 10-KAnnual reportMar 26, 2026
- 8-KMaterial eventMar 12, 2026
- 8-KMaterial eventDec 18, 2025
- 10-QQuarterly reportDec 4, 2025
- 8-KMaterial eventDec 4, 2025
- 8-KFORM 8-KOct 16, 2025
- 10-QQuarterly reportAug 28, 2025
- 8-KMaterial eventAug 28, 2025
- 8-KMaterial eventAug 21, 2025
- 8-KFORM 8-KAug 14, 2025
- 8-KMaterial eventJul 25, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $494 | $498 | +1% |
| Two Sigma Investments | Q2 2026 | open | $494 | $480 | -3% |
| D.E. Shaw | Q4 2025 | open | $529 | $480 | -9% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $526 | $707 | +34% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $533 | $534 | +0% |
| Bridgewater Associates | Q3 2025 | Q1 2026 | $533 | $683 | +28% |
| Maverick Capital | Q1 2025 | Q2 2026 | $365 | $494 | +35% |
| Berkshire Hathaway | Q3 2024 | Q1 2025 | $329 | $365 | +11% |
| Citadel Advisors | Q3 2024 | open | $329 | $480 | +46% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $329 | $412 | +25% |
| AQR Capital Management | Q3 2024 | open | $329 | $480 | +46% |
| Millennium Management | Q3 2024 | open | $329 | $480 | +46% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $322 | $360 | +12% |
| Maverick Capital | Q1 2024 | Q2 2024 | $527 | $403 | -23% |
| Coatue Management | Q3 2023 | Q4 2023 | $459 | $398 | -13% |
| Maverick Capital | Q3 2023 | Q4 2023 | $459 | $398 | -13% |
| Bridgewater Associates | Q2 2023 | Q2 2025 | $514 | $411 | -20% |
| Maverick Capital | Q1 2023 | Q2 2023 | $525 | $516 | -2% |
| Bridgewater Associates | Q3 2022 | Q1 2023 | $390 | $520 | +33% |
| Maverick Capital | Q4 2021 | Q3 2022 | $402 | $405 | +1% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $397 | $363 | -9% |
| Maverick Capital | Q3 2020 | Q3 2021 | $225 | $370 | +64% |
| Bridgewater Associates | Q3 2019 | Q1 2020 | $341 | $297 | -13% |
| Coatue Management | Q1 2019 | Q1 2020 | $305 | $295 | -3% |
| Maverick Capital | Q1 2019 | Q3 2019 | $305 | $321 | +5% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $304 | $335 | +10% |
| Bridgewater Associates | Q3 2018 | Q4 2018 | $233 | $314 | +35% |
| Bridgewater Associates | Q4 2016 | Q1 2017 | $236 | $270 | +14% |
| Maverick Capital | Q2 2015 | Q1 2018 | $151 | $207 | +37% |
| Maverick Capital | Q1 2014 | Q2 2014 | $86 | $87 | +1% |
| Bridgewater Associates | Q4 2013 | Q2 2014 | $130 | $87 | -33% |
| Lone Pine Capital | Q3 2013 | Q4 2017 | $104 | $199 | +92% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.