Follow-The-Filings

Security · featured owners

ULTA Ulta Beauty Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 9.5%
  • $1.1B
  • 1 add 1 exit

ULTA (Ulta Beauty Inc.) is held in 2 featured 13F books as of 2026 Q2. Claude Leveille - Courant Investment Management is the largest tracked holder by portfolio weight (9.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 9.5% (Claude Leveille - Courant Investment Management) · not free-float ownership

  1. Claude Leveille 9.5%
  2. Lewis Sanders add 1.1%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 1.1% Add +29.0% 2,460,969 $1.1B history
Claude Leveille - Courant Investment Management 2026 Q2 9.5% Hold 21,673 $10M history
Mairs & Power exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 605 $316K history

2 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 15 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.03,5.07,9.01 Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 11, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 10, 2026 · 9 forms Filing Doc
4 Period Apr 7, 2026 Filing Doc
4 Period Mar 31, 2026 · 5 forms Filing Doc
4 Period Mar 15, 2026 · 2 forms Filing Doc
4 Period Feb 12, 2026 · 2 forms Filing Doc
4 Period Dec 15, 2025 Filing Doc
4 Period Dec 9, 2025 Filing Doc

Updated about 12 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.21B $11.21B $11.3B
Gross profit $4.04B $4.38B $4.39B
Gross margin * 39.6% 39.1% 38.8%
Net income $1.24B $1.29B $1.2B
Net margin * 12.2% 11.5% 10.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.71B $2.84B $3.03B
Total non-current assets * $2.66B $2.87B $2.97B
Total assets $5.37B $5.71B $6B
Total current liabilities $1.68B $1.66B $1.78B
Total non-current liabilities * $1.73B $1.77B $1.73B
Total equity $1.96B $2.28B $2.49B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.48B $1.48B $1.34B
Cash from investing -$314.58M -$441.42M -$383.09M
Cash from financing -$0.861B -$1.01B -$1.02B
Net change in cash $306.32M $28.72M -$63.39M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders