Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 4
1,021
managers reporting a position in institutional filings
13fJun 30 '26+5.09%
change in shares held by the largest reporting managers
13fJun 30 '2664
managers whose positions together make up most of the reported value
13fJun 30 '268
of the funds on file reporting a position in the company
n-portas of Jun 30 '26the bear case· 3
2 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized9 of 21
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '260.49%
of state street consumer discretionary select sector etf assets largest fund weight on file
n-portJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Dec 3 '26 report. Not a forecast, not advice.
Of the 6 companies Ulta Beauty, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 5990, Retail-Retail Stores, NEC, from each company's own filings. Largest first.
1,025 managers report a position worth $20.6B between them, and 64 of them hold 80% of it.
tall tick = annual report · 1 on record
Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. The company's stores offer cosmetics, fragrances, skincare and haircare products, bath and body products, and salon styling tools; professional hair products; salon services, including hair, skin, makeup, and brow services; and nail services. It also provides its private label products, such as the Ulta Beauty Collection branded cosmetics, skincare, and bath products, as well as Ulta Beauty branded products; and the Ulta Beauty branded gifts. As of March 10, 2022, the company operated 1,308 retail stores across 50 states. It also distributes its products through its website ulta.com; and mobile applications. The company was formerly known as Ulta Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.
Ulta Beauty, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Retail-Retail Stores, NEC
High 543.99 at 11:15 am ET, low 537.90 at 10:00 am ET.
ULTA (Ulta Beauty, Inc.) has 4 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.