LOVENasdaqRetail-Furniture StoresFiscal year ends February 4
Lovesac Co
Financials through Q2 FY2027, quarter ended Aug 2, 2026Last filing: 10-Q on Sep 10, 2026
$14.40−0.12 (-0.79%)
Close on Oct 19, 2026
- Market cap
- $210.99M
- P/E (TTM)
- 11.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.0%
14M of 14M shares
Institutional holders
121
27 new, 14 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
4 buys · 1 sales
Net bought $423.28K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Hood River Capital Management LLC | 987,744 | 6.76% | 13G (passive) amendment | Dec 31, 2025 |
| Anson Advisors Inc. | 932,261 | 6.00% | 13D (active) amendment | Mar 13, 2025 |
| Brian Gaines | 918,674 | 6.28% | 13G (passive) | Dec 31, 2025 |
| Arrowstreet Capital, Limited Partnership | 780,636 | 5.30% | 13G (passive) | Dec 31, 2025 |
| Richard Mashaal | 750,141 | 5.10% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 1,174,234 | 7.60% | 13G (passive) amendment | Dec 31, 2023 |
| Amin Nathoo | 1,045,665 | 7.10% | 13D (active) amendment | Apr 10, 2025 |
| Abigail P. Johnson | 1,041,060 | 7.20% | 13G (passive) | Jun 30, 2025 |
| Senvest Management, LLC | 1,025,393 | 7.00% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LOVE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,213,318 | 8.41% | $20.25M | +170,737 | 0.00% |
| Anson Funds Management LP | 1,183,986 | 8.21% | $19.76M | −1,183,986 | 1.17% |
| Senvest Management, LLC | 990,212 | 6.87% | $16.53M | −35,181 | 0.48% |
| FMR LLC | 980,626 | 6.80% | $16.37M | −64,105 | 0.00% |
| Hood River Capital Management LLC | 953,213 | 6.61% | $15.91M | −17,684 | 0.12% |
| Arrowstreet Capital, Limited Partnership | 755,111 | 5.24% | $12.60M | −7,727 | 0.01% |
| Dimensional Fund Advisors LP | 625,820 | 4.34% | $10.44M | +38,121 | 0.00% |
| AWM Investment Company, Inc. | 610,402 | 4.23% | $10.19M | +110,400 | 0.88% |
| Vanguard Capital Management LLC | 598,919 | 4.15% | $10.00M | +1,252 | 0.00% |
| Invenomic Capital Management LP | 413,318 | 2.87% | $6.90M | −53,430 | 0.41% |
| Nomura Holdings Inc | 405,015 | 2.81% | $6.76M | +4 | 0.01% |
| Geode Capital Management, LLC | 364,449 | 2.53% | $6.08M | +26,716 | 0.00% |
| Bastion Asset Management Inc. | 344,484 | 2.39% | $5.37M | −11,613 | 1.82% |
| Skylands Capital, LLC | 314,647 | 2.18% | $5.25M | −18,300 | 0.65% |
| State Street Corp | 286,722 | 1.99% | $4.79M | −12,836 | 0.00% |
| Aqr Capital Management LLC | 272,794 | 1.89% | $4.55M | +238,851 | 0.00% |
| BCGM Wealth Management, LLC | 263,157 | 1.82% | $4.39M | +11,717 | 0.93% |
| Isthmus Partners, LLC | 248,115 | 1.72% | $4.14M | +7,929 | 0.40% |
| D. E. Shaw & Co., Inc. | 221,315 | 1.53% | $3.69M | +10,718 | 0.00% |
| American Century Companies Inc | 198,533 | 1.38% | $3.31M | +161,381 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 121 | 14M | 98.0% | 27 / 42 | 36 / 14 | 2M | 3M |
| Q1 2026 | 109 | 16M | 100.0% | 20 / 37 | 34 / 31 | 4M | 2M |
| Q4 2025 | 124 | 14M | 99.3% | 31 / 39 | 38 / 13 | 3M | 2M |
| Q3 2025 | 106 | 13M | 90.9% | 12 / 32 | 36 / 26 | 1M | 2M |
| Q2 2025 | 120 | 13M | 93.4% | 27 / 43 | 32 / 29 | 2M | 3M |
| Q1 2025 | 122 | 15M | 100.0% | 22 / 44 | 40 / 24 | 2M | 3M |
| Q4 2024 | 125 | 16M | 100.0% | 23 / 48 | 40 / 21 | 2M | 2M |
| Q3 2024 | 124 | 16M | 100.0% | 27 / 48 | 30 / 16 | 3M | 1M |
| Q2 2024 | 114 | 15M | 100.0% | 26 / 34 | 37 / 36 | 3M | 3M |
| Q1 2024 | 124 | 15M | 100.0% | 32 / 47 | 28 / 20 | 2M | 2M |
| Q4 2023 | 112 | 14M | 99.3% | 23 / 39 | 34 / 25 | 2M | 3M |
| Q3 2023 | 114 | 15M | 100.0% | 18 / 45 | 30 / 23 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LOVE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund | 620,308 | 4.30% | $10.35M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 428,840 | 2.97% | $7.16M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 360,731 | 2.50% | $6.02M | 0.01% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 356,966 | 2.47% | $5.74M | 0.08% | Jul 31, 2026 |
| Fidelity Advisor Small Cap Fund | 307,490 | 2.13% | $4.73M | 0.20% | May 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 234,050 | 1.62% | $3.77M | 0.08% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 200,127 | 1.39% | $3.22M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 155,950 | 1.08% | $2.60M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 155,013 | 1.07% | $2.49M | 0.01% | Jul 31, 2026 |
| Invenomic Fund | 141,426 | 0.98% | $2.28M | 0.27% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 91,136 | 0.63% | $1.52M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 74,755 | 0.52% | $1.15M | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 73,579 | 0.51% | $1.13M | 0.00% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 71,094 | 0.49% | $1.14M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 68,443 | 0.47% | $1.05M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Shawn David Nelson | Chief Executive Officer, Director | 257,738 | 1.79% | Jun 23, 2026 |
| Andrew Farag | EVP and CFO | 0 | – | Jul 21, 2026 |
| Mary Fox | President | 71,674 | 0.50% | Jun 22, 2026 |
| Keith R. Siegner | EVP and CFO | 31,582 | 0.22% | Jun 15, 2026 |
| Alan Boehme | Director | 5,238 | 0.04% | Sep 11, 2026 |
| Vineet Mehra | Director | 17,992 | 0.12% | Jul 17, 2026 |
| Andrew R. Heyer | Director | 358,855 | 2.49% | Jun 22, 2026 |
| Sharon M. Leite | Director | 27,274 | 0.19% | Jun 10, 2026 |
| Wan Ling Martello | Director | 0 | – | Jun 10, 2026 |
| Shirley Romig | Director | 23,881 | 0.17% | Jun 10, 2026 |
| Walter Field McLallen | Director | 46,308 | 0.32% | Jun 10, 2026 |
| Albert Jack Krause | Director | 150,261 | 1.04% | Apr 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alan Boehme Director | Sep 9, 2026 | Award | +5,238 | – | – | 5,238 |
| Vineet Mehra Director | Jul 17, 2026 | Sale | −5,000 | $18.38 | $91.90K | 17,992 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 22, 2026 | Buy | +1,830 | $13.64 | $24.96K | 205,644 |
| Mary Fox President | Jun 22, 2026 | Buy | +1,720 | $14.41 | $24.79K | 71,674 |
| Andrew R. Heyer Director | Jun 18, 2026 | Buy | +30,000 | $14.68 | $440.40K | 293,259 |
| Mary Fox President | Jun 11, 2026 | Tax withholding | −4,553 | $16.30 | $74.21K | 74,265 |
| Mary Fox President | Jun 11, 2026 | Award | +9,616 | – | – | 78,818 |
| Mary Fox President | Jun 11, 2026 | Tax withholding | −4,311 | $16.30 | $70.27K | 69,954 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 11, 2026 | Tax withholding | −4,126 | $16.30 | $67.25K | 203,814 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 11, 2026 | Tax withholding | −4,357 | $16.30 | $71.02K | 207,940 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 11, 2026 | Award | +9,616 | – | – | 212,297 |
| Keith R. Siegner EVP and CFO | Jun 11, 2026 | Tax withholding | −2,226 | $16.30 | $36.28K | 31,582 |
| Keith R. Siegner EVP and CFO | Jun 11, 2026 | Award | +5,071 | – | – | 36,158 |
| Keith R. Siegner EVP and CFO | Jun 11, 2026 | Tax withholding | −2,350 | $16.30 | $38.31K | 33,808 |
| Andrew R. Heyer Director | Jun 10, 2026 | Award | +6,308 | – | – | 256,951 |
| Andrew R. Heyer Director | Jun 10, 2026 | Award | +6,308 | – | – | 263,259 |
| Vineet Mehra Director | Jun 10, 2026 | Award | +6,308 | – | – | 22,992 |
| Walter Field McLallen Director | Jun 10, 2026 | Award | +6,308 | – | – | 46,308 |
| Sharon M. Leite Director | Jun 10, 2026 | Award | +6,308 | – | – | 27,274 |
| Shirley Romig Director | Jun 10, 2026 | Award | +6,308 | – | – | 23,881 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 16, 2026 | Buy | +1,477 | $16.95 | $25.04K | 202,681 |
| Keith R. Siegner EVP and CFO | Apr 15, 2026 | Tax withholding | −3,289 | $16.65 | $54.76K | 31,087 |
| Keith R. Siegner EVP and CFO | Apr 15, 2026 | Tax withholding | −3,575 | $16.65 | $59.52K | 34,376 |
| Keith R. Siegner EVP and CFO | Apr 15, 2026 | Option exercise | +7,714 | – | – | 37,951 |
| Mary Fox President | Apr 15, 2026 | Tax withholding | −7,433 | $16.65 | $123.76K | 69,202 |
| Mary Fox President | Apr 15, 2026 | Tax withholding | −2,132 | $16.65 | $35.50K | 76,635 |
| Mary Fox President | Apr 15, 2026 | Tax withholding | −8,080 | $16.65 | $134.53K | 78,767 |
| Mary Fox President | Apr 15, 2026 | Option exercise | +17,066 | – | – | 86,847 |
| Mary Fox President | Apr 15, 2026 | Tax withholding | −2,296 | $16.65 | $38.23K | 69,781 |
| Mary Fox President | Apr 15, 2026 | Option exercise | +4,848 | – | – | 72,077 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Tax withholding | −7,113 | $16.65 | $118.43K | 201,204 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Tax withholding | −2,040 | $16.65 | $33.97K | 208,317 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Tax withholding | −7,731 | $16.65 | $128.72K | 210,357 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Option exercise | +17,066 | – | – | 218,088 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Tax withholding | −2,197 | $16.65 | $36.58K | 201,022 |
| Shawn David Nelson Chief Executive Officer, Director | Apr 15, 2026 | Option exercise | +4,848 | – | – | 203,219 |
| Shawn David Nelson Chief Executive Officer, Director | Mar 18, 2026 | Option exercise | +15,701 | – | – | 198,371 |
| Shawn David Nelson Chief Executive Officer, Director | Mar 18, 2026 | Option exercise | +9,106 | – | – | 182,670 |
| Shawn David Nelson Chief Executive Officer, Director | Mar 18, 2026 | Option exercise | +4,504 | – | – | 173,564 |
| Mary Fox President | Mar 18, 2026 | Option exercise | +9,106 | – | – | 51,528 |
| Mary Fox President | Mar 18, 2026 | Option exercise | +4,504 | – | – | 42,422 |
| Mary Fox President | Mar 18, 2026 | Option exercise | +15,701 | – | – | 67,229 |
| Keith R. Siegner EVP and CFO | Mar 18, 2026 | Option exercise | +7,097 | – | – | 30,237 |
| Keith R. Siegner EVP and CFO | Mar 18, 2026 | Option exercise | +2,963 | – | – | 18,338 |
| Keith R. Siegner EVP and CFO | Mar 18, 2026 | Option exercise | +4,802 | – | – | 23,140 |
| Andrew R. Heyer Director | Feb 3, 2026 | Award | +279 | – | – | 250,643 |
| Shawn David Nelson Chief Executive Officer, Director | Dec 23, 2025 | Gift | −6,050 | – | – | 169,060 |
| Mary Fox President | Nov 18, 2025 | Award | +2,417 | $11.61 | $28.06K | 39,063 |
| Mary Fox President | Nov 18, 2025 | Tax withholding | −1,145 | – | – | 37,918 |
| Shawn David Nelson Chief Executive Officer, Director | Oct 14, 2025 | Buy | +1,000 | $14.41 | $14.41K | 175,110 |
| Shirley Romig Director | Sep 16, 2025 | Sale | −1,500 | $17.83 | $26.74K | 17,573 |
| Keith R. Siegner EVP and CFO | Jun 30, 2025 | Award | +3,189 | – | – | 16,853 |
| Keith R. Siegner EVP and CFO | Jun 30, 2025 | Tax withholding | −1,478 | $18.20 | $26.90K | 15,375 |
| Walter Field McLallen Director | Jun 20, 2025 | Buy | +1,000 | $17.98 | $17.98K | 39,050 |
| Walter Field McLallen Director | Jun 20, 2025 | Buy | +950 | $18.18 | $17.27K | 40,000 |
| Walter Field McLallen Director | Jun 18, 2025 | Buy | +1,000 | $17.95 | $17.95K | 38,050 |
| Walter Field McLallen Director | Jun 18, 2025 | Buy | +500 | $17.60 | $8.80K | 37,050 |
| Walter Field McLallen Director | Jun 17, 2025 | Buy | +500 | $17.33 | $8.67K | 36,550 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 11, 2025 | Award | +9,615 | – | – | 175,795 |
| Shawn David Nelson Chief Executive Officer, Director | Jun 11, 2025 | Tax withholding | −4,356 | $20.50 | $89.30K | 171,439 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mehra Vineet Director | Jul 16, 2026 | 15,000 | $249.15K | Jul 16, 2026 | Employee Stock Unit Award(s) |
| Romig Shirley Director | Sep 16, 2025 | 1,500 | $26.75K | Sep 16, 2025 | Restricted stock vesting under a registered plan |
| Krause Jack Director | Jan 22, 2025 | 30,000 | $785.70K | Jan 17, 2025 | Multiple RSU grants which vested from June 2021 through June 2023. |
| Krause Jack Director | Oct 3, 2024 | 10,000 | $275.50K | Oct 3, 2024 | Pre-authorized open market transaction in personal investment account held with Ameriprise Financial Services, LLC. |
| Nelson Shawn Officer, Director | Jun 21, 2024 | 4,873 | $112.57K | Jun 21, 2024 | Restricted Stock |
| David Nelson Shawn Officer; Director | Jun 21, 2024 | 12,000 | $279.24K | Jun 20, 2024 | Shares acquired upon the vesting of restricted stock awards granted to the Reporting Person pursuant to an equity incentive plan. |
| Shawn David Nelson Officer, Director | Jun 18, 2024 | 6,988 | $169.60K | Jun 18, 2024 | Stock Option Exercise |
| Shawn David Nelson Officer, Director | Mar 15, 2024 | 6,000 | $134.61K | Mar 15, 2024 | Vested RSU's |
| Shawn David Nelson Officer | Dec 13, 2023 | 9,000 | $227.97K | Dec 13, 2023 | Shares acquired upon the vesting of restricted stock awards granted to the Reporting Person pursuant to an equity incentive plan |
| David Nelson Shawn Officer | Dec 13, 2023 | 10,000 | $254.00K | Dec 13, 2023 | Shares acquired upon the vesting of restricted stock awards granted to the Reporting Person pursuant to an equity incentive plan. |
| Chiang Romig Shirley Director | Apr 14, 2023 | 2,500 | $71.83K | Apr 14, 2023 | Restricted Stock Award |