§ CONSUMER PRODUCTS
USD · Consumer productsLOVE
LOVESAC CO/THE
USDSector · Consumer products
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
71 increased/new, 43 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Anson Funds Management LP | 1.2M | n/a | +11% |
| Fidelity Management | 1.0M | 0.0% | +0% |
| BlackRock, Inc. | 1.0M | 0.0% | −0% |
| Senvest Management, LLC | 1.0M | 0.5% | +37% |
| Hood River Capital Management LLC | 971K | 0.1% | −2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 763K | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for LOVE 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
OTHER69.4% · 63 holders
QUALITY / COMPOUNDER11.7% · 6 holders
PASSIVE / INDEX10.5% · 7 holders
DEALER / BANK9.0% · 18 holders
SYSTEMATIC / QUANT8.5% · 9 holders
TACTICAL / MACRO5.3% · 2 holders
INCOME / DEFENSIVE1.6% · 5 holders
ACTIVIST1.4% · 1 holder
DEEP VALUE0.1% · 1 holder
◇ 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 LOVE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
LOVE
ARTICLE5M
Commercial Hedgers Have Been Pinned Short Silver for Eight Weeks. The Textbook Says Sell. I'm Long. (Apr 14)
LOVE
ARTICLE5M
T-Bill Rollovers and Buybacks Are Noise. The Weak Auction Data Is the Signal. (Apr 10)
LOVE
ARTICLE5M