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Lumentum (United States)
Logo: lumentum.com3
American communications equipment company based in Milpitas, founded in 2015. Summary from the record
Price unavailable
Last updated Oct 19, 2026.
Overview
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- TickerLITE on Nasdaq1
- IndustryCommunications Equipment, NEC1
- HeadquartersMilpitas1
- Websitewww.lumentum.com
- Incorporated inDE5
- Business address1001 Ridder Park Drive, San Jose, Ca 951315
- Filer categoryLarge accelerated filer5
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Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. Our products are essential to a range of cloud, artificial intelligence and machine learning (“AI/ML”), telecommunications, consumer, and industrial end-market applications. We operate in one reportable segment as a single, integrated enterprise. See “Note 17. Operating Segments and Geographic Information” to the consolidated financial statements.6 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2026
41.7%Gross margin4
17.4%Operating margin4
-230.1%Net margin4
83.2%Revenue growth, 20264
-149.3%Return on equity4
0.01×Debt to equity4
$300.1MFree cash flow4
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Business segments
Systems brought in 67% of the revenue Lumentum (United States) broke down this way in fiscal 2026.
Business segments by year
| Business segments | 2024 | 2025 | 2026 |
|---|---|---|---|
| Systems | $537.1M | $528.7M | $2.0B |
| Components | $822.1M | $1.1B | $1.0B |
Regions
United States brought in 21% of the revenue Lumentum (United States) broke down this way in fiscal 2026.
Regions by year
| Regions | 2024 | 2025 | 2026 |
|---|---|---|---|
| United States | $356.1M | $312.3M | $627.9M |
| TH | $183.8M | $291.8M | $626.6M |
| Hong Kong | $261.9M | $398.6M | $519.3M |
| Mexico | $91.7M | $148.5M | $443.7M |
| China | $68.2M | $95.5M | $284.8M |
| Other Asia Pacific Not Individually Identified | $181.3M | $136.4M | $216.9M |
| EMEA | $128.2M | $163.5M | $177.0M |
| Japan | $84.6M | $78.3M | $104.6M |
| Americas Excluding United States And Mexico | $3.4M | $20.1M | $13.2M |
Where the money goes
Where each dollar of revenue went, fiscal 2026
- Research and development12¢$356.5M
- Selling, general and admin12¢$363.2M
- Other costs68¢$2.1B
- Income tax8¢$237.7M
Out of $3.0B in revenue.4 The company lost money this year.
Where each dollar of operating cash went, fiscal 2026
- Capital spending60¢$451.3M
- Kept or used elsewhere40¢$300.1M
Out of $751.4M of cash from operations.4
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.4
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Net revenue | $3.0B | $1.6B | $1.4B |
| Cost of sales | $1.7B | $1.1B | $1.0B |
| Amortization of acquired developed intangibles | $77.6M | $82.2M | $83.9M |
| Gross profit | $1.3B | $459.9M | $251.5M |
| Research and development | $356.5M | $303.9M | $302.2M |
| Selling, general and administrative | $363.2M | $348.2M | $310.7M |
| Restructuring and related charges | $11.4M | $22.8M | $72.6M |
| Gain on sale of facility | $0 | -$34.9M | $0 |
| Total operating expenses | $731.1M | $640.0M | $685.5M |
| Income (loss) from operations | $524.8M | -$180.1M | -$434.0M |
| Loss on debt extinguishment | -$7.8B | $0 | $0 |
| Escrow settlement | $27.5M | $0 | $0 |
| Interest expense | -$21.8M | -$22.2M | -$33.8M |
| Other income, net | $53.3M | $30.2M | $62.1M |
| Total other (expense) income, net | -$7.7B | $8.0M | $28.3M |
| Loss before income taxes | -$7.2B | -$172.1M | -$405.7M |
| Income tax (benefit) provision | -$237.7M | -$198.0M | $140.8M |
| Net (loss) income | -$6.9B | $25.9M | -$546.5M |
| Basic (in dollars per share) | -$92.96 | $0.38 | -$8.12 |
| Diluted (in dollars per share) | -$92.96 | $0.37 | -$8.12 |
| Basic (in shares) | 74.6M shares | 69.0M shares | 67.3M shares |
| Diluted (in shares) | 74.6M shares | 69.6M shares | 67.3M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.4
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 |
|---|---|---|---|---|
| Cash and cash equivalents | $2.0B | $520.7M | ||
| Short-term investments | $694.9M | $356.4M | ||
| Accounts receivable, net | $520.3M | $250.0M | ||
| Inventories | $691.6M | $470.1M | ||
| Prepayments and other current assets | $211.6M | $120.1M | ||
| Total current assets | $4.2B | $1.7B | ||
| Property, plant and equipment, net | $1.2B | $726.4M | ||
| Operating lease right-of-use assets, net | $29.2M | $27.9M | ||
| Goodwill | $1.1B | $1.1B | $1.1B | |
| Other intangible assets, net | $326.9M | $465.1M | ||
| Deferred tax asset | $530.9M | $210.3M | ||
| Other non-current assets | $30.2M | $10.8M | ||
| Total assets | $7.3B | $4.2B | ||
| Accounts payable | $567.4M | $225.2M | ||
| Accrued payroll and related expenses | $146.3M | $57.9M | ||
| Accrued expenses | $64.9M | $34.6M | ||
| Current portion of long-term debt | $1.6B | $10.6M | ||
| Operating lease liabilities, current | $13.5M | $11.4M | ||
| Other current liabilities | $91.5M | $53.1M | ||
| Total current liabilities | $2.5B | $392.8M | ||
| Long-term debt | $40.5M | $2.6B | ||
| Operating lease liabilities, non-current | $20.3M | $23.6M | ||
| Deferred tax liability | $7.1M | $7.2M | ||
| Other non-current liabilities | $115.2M | $97.8M | ||
| Total liabilities | $2.7B | $3.1B | ||
| Preferred stock, $0.001 par value, 10 authorized shares, 2.9 shares and zero shares issued and outstanding as of June 27, 2026 and June 28, 2025, respectively | $0 | $0 | ||
| Common stock, $0.001 par value, 990 authorized shares; 88.6 and 69.8 shares issued and outstanding as of June 27, 2026 and June 28, 2025, respectively | $100.0K | $100.0K | ||
| Additional paid-in capital | $12.4B | $2.0B | ||
| Accumulated deficit | -$7.8B | -$861.2M | ||
| Accumulated other comprehensive income | $10.0M | $9.0M | ||
| Total stockholders equity | $4.6B | $1.1B | $957.3M | $1.4B |
| Total liabilities and stockholders equity | $7.3B | $4.2B | ||
| Preferred stock, par value (in usd per share) | $0.00 | $0.00 | ||
| Preferred stock, authorized shares (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred Stock, shares issued (in shares) | 2.9M shares | 0 shares | ||
| Preferred stock, shares outstanding (in shares) | 2.9M shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | ||
| Common stock, authorized shares (in shares) | 990.0M shares | 990.0M shares | ||
| Common stock, shares, issued (in shares) | 88.6M shares | 69.8M shares | ||
| Common stock, shares outstanding (in shares) | 88.6M shares | 69.8M shares |
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 |
|---|---|---|---|---|
| Cash and cash equivalents | $2.0B | $520.7M | ||
| Short-term investments | $694.9M | $356.4M | ||
| Accounts receivable, net | $520.3M | $250.0M | ||
| Inventories | $691.6M | $470.1M | ||
| Prepayments and other current assets | $211.6M | $120.1M | ||
| Total current assets | $4.2B | $1.7B | ||
| Property, plant and equipment, net | $1.2B | $726.4M | ||
| Operating lease right-of-use assets, net | $29.2M | $27.9M | ||
| Goodwill | $1.1B | $1.1B | $1.1B | |
| Other intangible assets, net | $326.9M | $465.1M | ||
| Deferred tax asset | $530.9M | $210.3M | ||
| Other non-current assets | $30.2M | $10.8M | ||
| Total assets | $7.3B | $4.2B | ||
| Accounts payable | $567.4M | $225.2M | ||
| Accrued payroll and related expenses | $146.3M | $57.9M | ||
| Accrued expenses | $64.9M | $34.6M | ||
| Current portion of long-term debt | $1.6B | $10.6M | ||
| Operating lease liabilities, current | $13.5M | $11.4M | ||
| Other current liabilities | $91.5M | $53.1M | ||
| Total current liabilities | $2.5B | $392.8M | ||
| Long-term debt | $40.5M | $2.6B | ||
| Operating lease liabilities, non-current | $20.3M | $23.6M | ||
| Deferred tax liability | $7.1M | $7.2M | ||
| Other non-current liabilities | $115.2M | $97.8M | ||
| Total liabilities | $2.7B | $3.1B | ||
| Preferred stock, $0.001 par value, 10 authorized shares, 2.9 shares and zero shares issued and outstanding as of June 27, 2026 and June 28, 2025, respectively | $0 | $0 | ||
| Common stock, $0.001 par value, 990 authorized shares; 88.6 and 69.8 shares issued and outstanding as of June 27, 2026 and June 28, 2025, respectively | $100.0K | $100.0K | ||
| Additional paid-in capital | $12.4B | $2.0B | ||
| Accumulated deficit | -$7.8B | -$861.2M | ||
| Accumulated other comprehensive income | $10.0M | $9.0M | ||
| Total stockholders equity | $4.6B | $1.1B | $957.3M | $1.4B |
| Total liabilities and stockholders equity | $7.3B | $4.2B | ||
| Preferred stock, par value (in usd per share) | $0.00 | $0.00 | ||
| Preferred stock, authorized shares (in shares) | 10.0M shares | 10.0M shares | ||
| Preferred Stock, shares issued (in shares) | 2.9M shares | 0 shares | ||
| Preferred stock, shares outstanding (in shares) | 2.9M shares | 0 shares | ||
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | ||
| Common stock, authorized shares (in shares) | 990.0M shares | 990.0M shares | ||
| Common stock, shares, issued (in shares) | 88.6M shares | 69.8M shares | ||
| Common stock, shares outstanding (in shares) | 88.6M shares | 69.8M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.4
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Net (loss) income | -$6.9B | $25.9M | -$546.5M |
| Depreciation expense | $128.8M | $104.3M | $110.6M |
| Stock-based compensation | $170.2M | $177.2M | $128.8M |
| Bad debt expense | $100.0K | $3.4M | $0 |
| Changes in income tax valuation allowance | -$236.3M | -$153.1M | $150.1M |
| Amortization and write-off of acquired intangible assets | $138.2M | $152.4M | $179.7M |
| Write-off of right-of-use assets | $0 | $7.8M | $0 |
| Write-down and loss on sales and dispositions of property, plant and equipment | $21.7M | $5.2M | $2.6M |
| Loss on debt extinguishment | $7.8B | $0 | $0 |
| Amortization of debt issuance costs | $3.8M | $3.0M | $14.6M |
| Amortization of inventory fair value adjustment in connection with acquisition | $0 | $0 | $8.3M |
| Inducement expense on partial repurchase of 2026 Notes | $5.9M | $0 | $0 |
| Gain on sale of facility | $0 | -$34.9M | $0 |
| Other non-cash income, net | -$10.5M | -$3.5M | -$12.2M |
| Accounts receivable | -$270.4M | -$58.7M | $72.3M |
| Inventories | -$228.4M | -$71.3M | $73.8M |
| Operating lease right-of-use assets, net | -$1.3M | $5.1M | $3.4M |
| Prepayments and other current and non-currents assets | -$96.2M | -$35.1M | $30.6M |
| Income taxes, net | -$47.9M | -$65.1M | -$72.4M |
| Accounts payable | $221.6M | $69.2M | -$89.7M |
| Accrued payroll and related expenses | $88.4M | $22.0M | -$8.9M |
| Operating lease liabilities | -$1.2M | -$5.7M | -$4.3M |
| Accrued expenses and other current and non-current liabilities | $43.4M | -$21.8M | -$16.1M |
| Net cash provided by operating activities | $751.4M | $126.3M | $24.7M |
| Payments for acquisition of property, plant and equipment | -$451.3M | -$231.0M | -$133.0M |
| Acquisition of businesses, net of cash acquired | -$38.0M | $0 | -$700.9M |
| Payment for acquisition of intangible assets | $0 | $0 | -$4.0M |
| Purchases of short-term investments | -$603.4M | -$365.9M | -$278.7M |
| Proceeds from maturities and sales of short-term investments | $264.8M | $464.7M | $1.0B |
| Proceeds from sale of facility, net of cash and selling costs | $0 | $47.8M | $0 |
| Proceeds from the sales of property and equipment | $42.4M | $300.0K | $800.0K |
| Net cash used in investing activities | -$785.5M | -$84.1M | -$114.3M |
| Proceeds from the issuance of Series A Convertible Preferred Stock | $2.0B | $0 | $0 |
| Proceeds from the issuance of 2029 Notes, net of issuance costs | $1.3B | $0 | $0 |
| Proceeds from term loans | $47.9M | $76.5M | $0 |
| Proceeds from employee stock plans | $17.1M | $16.1M | $14.4M |
| Payment for partial repurchase of 2026 Notes | -$843.1M | $0 | $0 |
| Cash paid for conversions of convertible notes | -$520.0M | $0 | $0 |
| Payment, repurchase and conversion of 2024 Notes | $0 | $0 | -$323.1M |
| Payment for 2032 capped call options | -$102.0M | $0 | $0 |
| Principal payments on term loans | -$14.0M | -$8.1M | $0 |
| Payment of withholding taxes related to net share settlement of restricted stock units | -$281.0M | -$41.7M | -$24.0M |
| Payment of acquisition related holdback | $0 | -$1.0M | $0 |
| Payment for financing costs related to revolving credit facility | -$2.4M | $0 | $0 |
| Net cash provided by (used in) financing activities | $1.6B | $41.8M | -$332.7M |
| Increase (decrease) in cash and cash equivalents | $1.5B | $84.0M | -$422.3M |
| Cash paid for taxes, net | $46.7M | $20.6M | $61.2M |
| Cash paid for interest | $15.7M | $19.1M | $19.7M |
| Right-of-use assets obtained in exchange for new operating lease liabilities | $12.0M | $6.4M | $16.0M |
| Net transfer of assets from property, plant, and equipment to assets-held-for-sale | $4.2M | $0 | $0 |
| Holdback receivable from sale of property, plant, and equipment | $3.0M | $0 | $0 |
| Share-based purchase price consideration in connection with the Cloud Light acquisition | $0 | $0 | $23.5M |
| Aggregate principal amount of the convertible notes settled through issuance of common stock (equitization) | $1.1B | $0 | $0 |
No quarter-by-quarter statement was filed.
Leadership
Who has led Lumentum (United States), and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
20202025
- Chief executive officerMichael E. Hurlston Feb 11, 2025 to now15
- Chief executive officerAlan S. Lowe Jul 16, 2015 to Feb 19, 202516
- PresidentMichael E. Hurlston Feb 11, 2025 to now15
- PresidentVincent Retort Feb 20, 2024 to Feb 11, 202517
- PresidentYuen Wupen Feb 20, 2024 to Feb 11, 202518
- PresidentAlan S. Lowe Jul 16, 2015 to Feb 20, 201916
- Chief financial officerWajid Ali Feb 15, 2019 to now19
- Chief financial officerChristopher W. Coldren Jun 12, 2018 to Nov 19, 201820
- Chief financial officerAaron Tachibana Jul 16, 2015 to Aug 24, 201821
- Chief operating officerVincent Retort Feb 24, 2016 to Nov 17, 202322
Board members and other officers (24)
- OfficerIsaac Hosojiro Harris Jan 5, 2026 to now23
- OfficerEric Chang Feb 10, 2026 to now24
- OfficerYuen Wupen Oct 2, 2023 to Nov 17, 202325
- Chief Accounting OfficerMatthew Joseph Sepe Jun 12, 2018 to now26
- SVP & General CouselJudy G. Hamel Aug 17, 2018 to May 17, 202427
- SVP, OperationsCraig Cocchi Aug 7, 2015 to Feb 24, 201628
- SVP, SalesJason Reinhardt Aug 7, 2015 to Aug 25, 202329
- SVP, Research & DevelopmentVincent Retort Aug 7, 2015 to now30
- Board memberMichael E. Hurlston Feb 11, 2025 to now15
- Board memberTrent Thad Dec 22, 2025 to now31
- Board memberPaul Lundstrom Dec 17, 2024 to now32
- Board memberIsaac Hosojiro Harris Jun 10, 2021 to now33
- Board memberJanet S. Wong Sep 16, 2020 to Nov 21, 202334
- Board memberIan Small Dec 14, 2018 to now35
- Board memberJulia Suzanne Johnson Nov 9, 2017 to now36
- Board memberAlan S. Lowe Jul 16, 2015 to now16
- Board memberRex S. Jackson Jul 16, 2015 to Jul 16, 201537
- Board memberBrian Lillie Aug 7, 2015 to now38
- Board memberHarold L. Covert Aug 7, 2015 to Nov 26, 202439
- Board memberMartin A. Kaplan Aug 7, 2015 to Feb 27, 201940
- Board memberPenny Herscher Aug 7, 2015 to now41
- Board memberSamuel F. Thomas Aug 7, 2015 to Aug 25, 202042
- General counselJae Kim May 28, 2024 to now43
- General counselJudy G. Hamel Aug 7, 2015 to May 17, 201844
Subsidiaries and ownership
Subsidiaries
- Lumentum Japan
From Wikidata.1
Acquisitions
Timeline
Filings
594 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 50 major events, 311 insider forms, 45 large holders, 168 other. The latest 20:
- Oct 6, 2026ARS ANNUAL REPORT TO SECURITY HOLDERS EDGAR
- Oct 6, 2026DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS EDGAR
- Oct 6, 2026DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
- Oct 2, 20264 EDGAR
- Oct 1, 2026144 EDGAR
- Sep 30, 20264 EDGAR
- Sep 29, 2026144 EDGAR
- Sep 28, 2026144 EDGAR
- Sep 25, 2026144 EDGAR
- Sep 25, 20264 EDGAR
- Sep 24, 2026144 EDGAR
- Sep 23, 2026144 EDGAR
- Sep 23, 20264 EDGAR
- Sep 22, 2026144 EDGAR
- Sep 21, 2026144 EDGAR
- Sep 18, 2026144 EDGAR
- Sep 18, 20264 EDGAR
- Sep 17, 2026144 EDGAR
- Sep 16, 2026144 EDGAR
- Sep 15, 2026144 EDGAR
The 594 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
122 open-market trades by officers, directors and large owners since October 2021: 0 buys and 122 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 307 | $945.00 | $290.1K | Form 4 |
| Sep 28, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $948.50 | $474.2K | Form 4 |
| Sep 25, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $935.75 | $467.9K | Form 4 |
| Sep 24, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $921.07 | $460.5K | Form 4 |
| Sep 23, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $946.56 | $473.3K | Form 4 |
| Sep 22, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $935.55 | $467.8K | Form 4 |
| Sep 21, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $959.27 | $479.6K | Form 4 |
| Sep 18, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $920.00 | $460.0K | Form 4 |
| Sep 17, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $933.45 | $466.7K | Form 4 |
| Sep 16, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $856.83 | $428.4K | Form 4 |
| Sep 15, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $841.51 | $420.8K | Form 4 |
| Sep 14, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $862.14 | $431.1K | Form 4 |
| Sep 11, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $944.41 | $472.2K | Form 4 |
| Sep 10, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $961.44 | $480.7K | Form 4 |
| Sep 9, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $978.54 | $489.3K | Form 4 |
| Sep 8, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $895.99 | $448.0K | Form 4 |
| Sep 4, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $860.00 | $430.0K | Form 4 |
| Sep 3, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $870.01 | $435.0K | Form 4 |
| Sep 2, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $864.49 | $432.2K | Form 4 |
| Sep 1, 2026 | Wupen YuenPRESIDENT, GLOBAL BUS. UNITS | Sale | 500 | $901.04 | $450.5K | Form 4 |
All 122 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- FMR LLCSCHEDULE 13G/A, 10 filings Jun 12, 2023 to Jul 8, 202645
- Capital World InvestorsSCHEDULE 13G/A, 5 filings Feb 13, 2025 to May 14, 202646
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 30, 202647
- VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 202648
- BlackRockSCHEDULE 13G/A, 1 filing Apr 24, 202649
- VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Feb 10, 2022 to Mar 27, 202650
- InvescoSCHEDULE 13G/A, 6 filings Feb 12, 2024 to Nov 6, 202551
- Point72 Asset Management, L.P.SCHEDULE 13G/A, 4 filings Jul 2, 2024 to Aug 14, 202552
- PointState Capital LPSCHEDULE 13G/A, 2 filings Feb 28, 2025 to Aug 14, 202553
- Wellington Management CompanySC 13G/A, 4 filings Feb 4, 2022 to Aug 10, 202354
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 9,179,958 | $7.9B | 0.1% | +1,342,980 |
| Vanguard Capital Management LLC | 5,078,410 | $4.4B | 0.1% | +438,622 |
| Vanguard Portfolio Management LLC | 4,092,283 | $3.5B | 0.2% | +390,759 |
| Jpmorgan Chase & Co | 4,059,807 | $3.5B | 0.2% | +1,118,364 |
| Fmr LLC | 3,519,154 | $3.0B | 0.1% | −3,665,886 |
| State Street Corp | 3,453,717 | $3.0B | 0.1% | +415,167 |
| Invesco Ltd. | 3,176,260 | $2.7B | 0.2% | +1,999,867 |
| Geode Capital Management, LLC | 2,245,102 | $1.9B | 0.1% | +117,660 |
| Jupiter Topco LLC | 1,889,608 | $1.6B | 0.7% | New |
| Arrowstreet Capital, Limited Partnership | 1,370,571 | $1.2B | 0.5% | +965,704 |
| Morgan Stanley | 1,309,986 | $1.1B | 0.1% | +282,412 |
| Norges Bank | 1,168,079 | $1.0B | 0.1% | New |
| Goldman Sachs Group Inc | 1,107,958 | $950.7M | 0.1% | +217,180 |
| Charles Schwab Investment Management Inc | 983,932 | $844.3M | 0.1% | +9,898 |
| Value Aligned Research Advisors, LLC | 734,687 | $630.4M | 3.8% | −322,573 |
| Bank Of Montreal /can/ | 723,041 | $620.4M | 0.2% | +455,016 |
| Bank Of America Corp /de/ | 677,839 | $581.6M | 0.0% | +105,286 |
| D. E. Shaw & Co., Inc. | 668,011 | $573.2M | 0.4% | +654,005 |
| Amundi | 658,427 | $565.0M | 0.1% | +430,355 |
| Capital World Investors | 638,222 | $547.6M | 0.1% | −675,630 |
| Nuveen, LLC | 626,008 | $537.2M | 0.1% | +79,136 |
| Northern Trust Corp | 624,207 | $535.6M | 0.1% | +46,308 |
| Schroder Investment Management Group | 603,512 | $517.8M | 0.4% | −2,544 |
| Winslow Capital Management, LLC | 595,561 | $511.0M | 1.8% | New |
| Clear Street Group Inc. | 585,683 | $502.6M | 1.6% | +171,515 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
9 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Ray Cisneros, Jr.Democratic, House | Sale | $1,001 - $15,000 | −14.8% | Report |
| May 22, 2026 | Josh GottheimerDemocratic, House | Buy | $1,001 - $15,000 | −11.7% | Report |
| Apr 14, 2026 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | −9.2% | Report |
| Mar 27, 2026 | Alan ArmstrongRepublican, Senate | Buy | $1,001 - $15,000 | +2.0% | Report |
| Nov 26, 2021 | Thomas R Carper, Senate | Buy | $1,001 - $15,000 | +833.4% | Report |
| Jun 21, 2021 | Susie LeeDemocratic, House | Sale | $1,001 - $15,000 | −887.9% | Report |
| Nov 4, 2020 | Susie LeeDemocratic, House | Buy | $1,001 - $15,000 | +799.5% | Report |
| Oct 19, 2020 | Susie LeeDemocratic, House | Buy | $1,001 - $15,000 | +818.1% | Report |
| Oct 7, 2020 | Susie LeeDemocratic, House | Buy | $1,001 - $15,000 | +853.8% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Links
- Websitewww.lumentum.com1
- Websitewww.lumentum.com/en1
- X (Twitter)x.com/Lumentum1
- YouTubewww.youtube.com/channel/UChaB6pmGpBEh1Ufa2dSHm4A1
- LinkedInwww.linkedin.com/company/lumentum1
- WikidataQ30272341
- SEC EDGARCIK 1633978
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 3Company websiteLumentum (United States) logo
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- 17SEC EDGARVincent Retort, President
- 18SEC EDGARYuen Wupen, President
- 19SEC EDGARWajid Ali, Chief financial officer
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- 23SEC EDGARIsaac Hosojiro Harris, Officer
- 24SEC EDGAREric Chang, Officer
- 25SEC EDGARYuen Wupen, Officer
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- 27SEC EDGARJudy G. Hamel, SVP & General Cousel
- 28SEC EDGARCraig Cocchi, SVP, Operations
- 29SEC EDGARJason Reinhardt, SVP, Sales
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- 31SEC EDGARTrent Thad, Board member
- 32SEC EDGARPaul Lundstrom, Board member
- 33SEC EDGARIsaac Hosojiro Harris, Board member
- 34SEC EDGARJanet S. Wong, Board member
- 35SEC EDGARIan Small, Board member
- 36SEC EDGARJulia Suzanne Johnson, Board member
- 37SEC EDGARRex S. Jackson, Board member
- 38SEC EDGARBrian Lillie, Board member
- 39SEC EDGARHarold L. Covert, Board member
- 40SEC EDGARMartin A. Kaplan, Board member
- 41SEC EDGARPenny Herscher, Board member
- 42SEC EDGARSamuel F. Thomas, Board member
- 43SEC EDGARJae Kim, General counsel
- 44SEC EDGARJudy G. Hamel, General counsel
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