Leslies Inc (LESL) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Leslies Inc (LESL) following the 2026 Q2 hedge fund 13F filings?

As of today, LESL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LESL gained -93.7% vs +0.8% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Leslies Inc (LESL)

44 + Investors. Track Smart Money conviction in LESL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LESL

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds reduced or closed their LESL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 19% of 3.0Y high

19% of all-time peak

Only 44 funds hold LESL today versus a peak of 228 funds at 2024 Q2 — just 19% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 72% fewer funds vs a year ago

fund count last 6Q

112 fewer hedge funds hold LESL compared to a year ago (-72% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 43% buying

21 buying28 selling

Last quarter: 28 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 29 → 7 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new

28 out of 44 hedge funds have held LESL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -8%, value -40%

Value

-40%

-7%

Last quarter: funds added -8% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

21 → 29 → 7 → 12 → 12 new funds/Q

New funds entering each quarter: 29 → 7 → 12 → 12. LESL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 73% veterans vs 13% newcomers

■ 73% veterans ■ 13% 1-2yr ■ 13% new

Entry-cohort mix of 45 holders: 33 (73%) are 2+ year veterans, 6 entered 1–2 years ago, and 6 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

19 of 43 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

1.0

out of 10

Low Exit Risk

Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	44	50	-12.0%
13F Shares	6M	6M	-7.66%
Total Value	$6M	$10M	-40.17%
New Positions	12	12	-
Increased Positions	8	7	+1
Closed Positions	18	24	-6
Reduced Positions	10	22	-12
Total Calls	1	1	-
Total Puts	1	1	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-12.0%

13F Shares

-7.66%

Total Value

$6M

$10M

-40.17%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

-12

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LESL. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LESL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Josh Arnold Investment Consultant, LLC	2.43%	380,270	$3.9M
2	Lind Value II ApS	0.74%	454,620	$4.6M
3	Scientech Research LLC	0.32%	39,420	$400K
4	Ariel Investments, LLC	0.24%	2,416,405	$24.5M
5	Performa Ltd (US), LLC	0.09%	57,700	$586K
6	Everhart Financial Group, Inc.	0.02%	23,529	$239K
7	XTX Topco Ltd	0.00%	26,962	$274K
8	Trexquant Investment LP	0.00%	30,599	$311K
9	Caitong International Asset Management Co., Ltd	0.00%	953	$10K
10	Global Retirement Partners, LLC	0.00%	6,325	$64K
11	Walleye Capital LLC	0.00%	26,768	$272K
12	Quadrature Capital Ltd	0.00%	10,473	$106K
13	Hrt Financial LP	0.00%	39,641	$402K
14	Sei Investments Co	0.00%	57,611	$585K
15	Tower Research Capital LLC (TRC)	0.00%	1,895	$19K
16	Jane Street Group, LLC	0.00%	546,799	$5.6M
17	Renaissance Technologies LLC	0.00%	28,653	$291K
18	Two Sigma Investments, LP	0.00%	42,127	$428K
19	Group One Trading LLC	0.00%	16,364	$166K
20	Susquehanna International Group, LLP	0.00%	134,600	$1.4M
21	Goldman Sachs Group Inc	0.00%	91,876	$933K
22	Vanguard Fiduciary Trust Co	0.00%	34,177	$347K
23	Citadel Advisors LLC	0.00%	59,300	$602K
24	Citadel Advisors LLC	0.00%	54,100	$549K
25	Vanguard Capital Management LLC	0.00%	253,234	$2.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Leslies Inc (LESL)

What does the Smart Money Trend signal show for LESL?

Selling streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds reduced or closed their LESL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LESL?

More sellers than buyers — 43% buying: Last quarter: 28 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LESL holders?

Smaller funds dominant — 14% AUM from top-100: 19 of 43 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LESL?

64% of holders stayed for 2+ years: 28 out of 44 hedge funds have held LESL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Leslies Inc (LESL) following the 2026 Q2 hedge fund 13F filings?

As of today, LESL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LESL has gained -93.7% vs +0.8% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Leslies Inc (LESL)

Smart Money Signals — LESL

Selling streak — 7 quarters in a row

Below peak — only 19% of 3.0Y high

Outflows — 72% fewer funds vs a year ago

More sellers than buyers — 43% buying

Steady new buyers — ~12 new funds per quarter

64% of holders stayed for 2+ years

Buying through price weakness — shares -8%, value -40%

Peak discovery — momentum slowing

Veteran-anchored — 73% veterans vs 13% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — LESL

Hedge Fund Ownership: LESL

Market Analysis: LESL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LESL

Is It Too Late to Buy Leslies Inc (LESL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LESL

Statistics: LESL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Leslies Inc (LESL)

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