§ RETAIL
USD · RetailLESL
LESLIE'S INC
USDSector · Retail
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
31 increased/new, 13 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ARIEL INVESTMENTS, LLC | 2.9M | 0.0% | +2% |
| Lind Value II ApS | 455K | 0.1% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 281K | n/a | n/a |
| BlackRock, Inc. | 196K | 0.0% | −1% |
| CLEARFIELD CAPITAL MANAGEMENT LP | 191K | 0.1% | −0% |
| Performa Ltd (US), LLC | 148K | 0.0% | +27% |
◇ AC INTELLIGENCE
Top institutional owners for LESL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER37.7% · 0 holders
OTHER54.4% · 25 holders
PASSIVE / INDEX3.5% · 3 holders
DEALER / BANK2.9% · 11 holders
TACTICAL / MACRO1.3% · 2 holders
SYSTEMATIC / QUANT0.2% · 2 holders
INCOME / DEFENSIVE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LESL in the last 180 days.