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All holdings

Lumentum Holdings

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Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$209k
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$858.06

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+1.8%Q3 ’21
+3.5%Q1 ’23
Q3 ’21: +1.8%; Q1 ’23: +3.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
0Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 0; Q3 ’25: 0; Q4 ’25: 0; Q1 ’26: 0; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Lumentum Holdings.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Lumentum Holdings
Polen Capital Management0.0%$209k$209kNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Lumentum Holdings
Bought or soldFiling
1 Oct 2026Ali WajidEVP & CHIEF FINANCIAL OFFICER▼ Sold24,542$1048.50$25.7mForm 4
29 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold307$945.00$290kForm 4
28 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$948.50$474kForm 4
25 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$935.75$468kForm 4
24 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$921.07$461kForm 4
23 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$946.56$473kForm 4
22 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$935.55$468kForm 4
21 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$959.27$480kForm 4
18 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$920.00$460kForm 4
17 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$933.45$467kForm 4
16 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$856.83$428kForm 4
15 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$841.51$421kForm 4
14 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$862.14$431kForm 4
11 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$944.41$472kForm 4
10 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$961.44$481kForm 4
9 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$978.54$489kForm 4
8 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$895.99$448kForm 4
4 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$860.00$430kForm 4
3 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$870.01$435kForm 4
2 Sep 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITS▼ Sold500$864.49$432kForm 4

About the company

Sector
Technology · Communications Equipment, Nec
Incorporated in
Delaware
Financial year ends
27 June
Shares outstanding
90m at 14 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$818mJun ’14
$837mJun ’15
$903mJul ’16
$1.0bnJul ’17
$1.2bnJun ’18
Jun ’20
Jul ’21
$1.7bnJul ’22
$1.8bnJul ’23
$1.6bnJun ’25
$3.0bnJun ’26
Jun ’14: $818m; Jun ’15: $837m; Jul ’16: $903m; Jul ’17: $1.0bn; Jun ’18: $1.2bn; Jun ’20: not held; Jul ’21: not held; Jul ’22: $1.7bn; Jul ’23: $1.8bn; Jun ’25: $1.6bn; Jun ’26: $3.0bn
Lumentum Holdings revenue and net income by year
YearRevenueNet income
Year to Jun 2026$3.0bn−$6.9bn
Year to Jun 2025$1.6bn$25.9m
Year to Jul 2023$1.8bn−$132m
Year to Jul 2022$1.7bn$199m
Year to Jul 2021–$397m
Year to Jun 2020–$136m
Year to Jun 2018$1.2bn−$36.4m
Year to Jul 2017$1.0bn−$103m
Year to Jul 2016$903m$9.3m
Year to Jun 2015$837m−$3.4m
Year to Jun 2014$818m$10.7m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.