Lovesac Co (LOVE) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Lovesac Co (LOVE) following the 2026 Q2 hedge fund 13F filings?

As of today, LOVE has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.1% for the XLY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), LOVE gained +2.1% vs -0.3% 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.

Lovesac Co (LOVE)

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

Smart Money Signals — LOVE

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LOVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 92% of 3.0Y peak

92% of all-time peak

119 funds currently hold this stock — 92% of the 3.0-year high of 129 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding LOVE is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

74 buying53 selling

Last quarter: 74 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new LOVE position: 14 → 29 → 18 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new

76 out of 119 hedge funds have held LOVE 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.

💰

Price up while funds trimmed (+33% value, -4% shares)

Value

+33%

-3%

Last quarter: total value of institutional LOVE holdings rose +33% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~29 new funds/quarter

26 → 14 → 29 → 18 → 29 new funds/Q

New funds entering each quarter: 14 → 29 → 18 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 72% veterans vs 16% newcomers

■ 72% veterans ■ 12% 1-2yr ■ 16% new

Entry-cohort mix of 128 holders: 92 (72%) are 2+ year veterans, 15 entered 1–2 years ago, and 21 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

36 of 118 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	118	107	10.28%
13F Shares	15M	15M	-3.5%
Total Value	$298M	$223M	33.35%
New Positions	29	18	+11
Increased Positions	41	36	+5
Closed Positions	17	33	-16
Reduced Positions	36	35	+1
Total Calls	5	5	-
Total Puts	5	5	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

118

107

10.28%

13F Shares

15M

-3.5%

Total Value

$298M

$223M

33.35%

New Positions

+11

Increased Positions

Closed Positions

-16

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

118 + investors

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

QUARTER:

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

Top 25 LOVE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bastion Asset Management Inc.	1.82%	344,484	$5.4M
2	Anson Funds Management LP	1.17%	1,183,986	$19.8M
3	BCGM Wealth Management, LLC	0.93%	263,157	$4.4M
4	AWM Investment Company, Inc.	0.88%	610,402	$10.2M
5	Skylands Capital, LLC	0.65%	314,647	$5.3M
6	Senvest Management, LLC	0.48%	990,212	$16.5M
7	Invenomic Capital Management LP	0.41%	413,318	$6.9M
8	Isthmus Partners, LLC	0.40%	248,115	$4.1M
9	1492 Capital Management LLC	0.40%	80,335	$1.3M
10	Yorktown Management & Research Co Inc	0.19%	18,700	$312K
11	Soltis Investment Advisors LLC	0.16%	167,313	$2.8M
12	Hood River Capital Management LLC	0.12%	953,213	$15.9M
13	Atom Investors LP	0.04%	24,162	$403K
14	Penn Capital Management Company, LLC	0.03%	33,007	$551K
15	State of Wyoming	0.02%	13,529	$226K
16	Bridgeway Capital Management, LLC	0.02%	62,051	$1.0M
17	Two Sigma Securities, LLC	0.02%	10,769	$180K
18	Divisadero Street Capital Management, LP	0.01%	38,115	$636K
19	Kornitzer Capital Management Inc /Ks	0.01%	33,315	$556K
20	Nomura Holdings Inc	0.01%	405,015	$6.8M
21	Trexquant Investment LP	0.01%	72,094	$1.2M
22	Los Angeles Capital Management LLC	0.01%	104,621	$1.7M
23	Arrowstreet Capital, Limited Partnership	0.01%	755,111	$12.6M
24	Jump Financial, LLC	0.01%	20,837	$379K
25	Jefferies Financial Group Inc.	0.00%	45,500	$759K

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 — Lovesac Co (LOVE)

What does the Smart Money Trend signal show for LOVE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LOVE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LOVE?

Slight buying edge — 58% buying: Last quarter: 74 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LOVE holders?

Strong quality — 34% AUM from major funds: 36 of 118 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LOVE?

64% of holders stayed for 2+ years: 76 out of 119 hedge funds have held LOVE 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 Lovesac Co (LOVE) following the 2026 Q2 hedge fund 13F filings?

As of today, LOVE has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.1% for the XLY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), LOVE has gained +2.1% vs -0.3% 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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Lovesac Co (LOVE)

Smart Money Signals — LOVE

Buying streak — 1 quarter in a row

High ownership — 92% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

More new buyers each quarter (+11 vs last Q)

64% of holders stayed for 2+ years

Price up while funds trimmed (+33% value, -4% shares)

Steady discovery — ~29 new funds/quarter

Veteran-anchored — 72% veterans vs 16% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — LOVE

Hedge Fund Ownership: LOVE

Market Analysis: LOVE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LOVE

Is It Too Late to Buy Lovesac Co (LOVE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LOVE

Statistics: LOVE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Lovesac Co (LOVE)

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