Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060 ˙ Automotive Retail
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionStephens Investment Management Group LLC
Latest Disclosed Ownership353,673 shares
Latest Disclosed Value $ 112,043,606
Stephens Investment Management Group LLC reports 14.16% increase in ownership of BURL / Burlington Stores, Inc.

On July 29, 2026 - Stephens Investment Management Group LLC filed a 13F-HR form disclosing ownership of 353,673 shares of Burlington Stores, Inc. (MX:BURL) valued at $112,043,606 USD as of June 30, 2026. The entity filed a previous 13F-HR on April 28, 2026 disclosing 309,814 shares of Burlington Stores, Inc.. This represents a change in shares of 14.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-07-29 2026-06-30 13F BURLINGTON STORES COM 122017106 353,673 43,859 14.16 112,044 11.15 1.2011
2026-04-28 2026-03-31 13F BURLINGTON STORES COM 122017106 309,814 -69,075 -18.23 100,807 -7.89 1.3818
2026-02-05 2025-12-31 13F BURLINGTON STORES COM 122017106 378,889 330 0.09 109,442 13.60 1.4254
2025-10-28 2025-09-30 13F BURLINGTON STORES COM 122017106 378,559 -24,974 -6.19 96,343 2.63 1.2491
2025-07-30 2025-06-30 13F BURLINGTON STORES COM 122017106 403,533 -13,231 -3.17 93,878 -5.49 1.2396
2025-05-01 2025-03-31 13F BURLINGTON STORES COM 122017106 416,764 17,942 4.50 99,327 -12.63 1.4333
2025-01-28 2024-12-31 13F BURLINGTON STORES COM 122017106 398,822 -5,159 -1.28 113,688 6.81 1.5224
2024-10-28 2024-09-30 13F BURLINGTON STORES COM 122017106 403,981 7,859 1.98 106,441 11.96 1.4521
2024-08-06 2024-06-30 13F BURLINGTON STORES COM 122017106 396,122 -25,867 -6.13 95,069 -2.97 1.3314
2024-05-14 2024-03-31 13F BURLINGTON STORES COM 122017106 421,989 902 0.21 97,982 19.65 1.3040
2024-02-13 2023-12-31 13F BURLINGTON STORES COM 122017106 421,087 15,062 3.71 81,893 49.07 1.1971
2023-11-14 2023-09-30 13F BURLINGTON STORES COM 122017106 406,025 84,671 26.35 54,935 8.62 0.9015
2023-08-15 2023-06-30 13F BURLINGTON STORES COM 122017106 321,354 5,843 1.85 50,578 -20.68 0.7892
2023-05-15 2023-03-31 13F BURLINGTON STORES COM 122017106 315,511 -1,557 -0.49 63,765 -2.30 1.0670
2023-02-14 2022-12-31 13F/A-1 BURLINGTON STORES COM 122017106 317,068 93,173 41.61 65,262 160.51 1.1825
2023-01-26 2022-12-31 13F BURLINGTON STORES OM 122017106 317,068 93,173 65 1.1825
2022-11-07 2022-09-30 13F BURLINGTON STORES OM 122017106 223,895 -12,420 -5.26 25,052 -22.18 0.4749
2022-08-03 2022-06-30 13F BURLINGTON STORES OM 122017106 236,315 -233 -0.10 32,193 -25.29 0.5951
2022-05-04 2022-03-31 13F BURLINGTON STORES OM 122017106 236,548 29,830 14.43 43,092 -28.49 0.6310
2022-02-15 2021-12-31 13F BURLINGTON STORES OM 122017106 206,718 26,683 14.82 60,260 18.03 0.7784
2021-10-27 2021-09-30 13F BURLINGTON STORES COM 122017106 180,035 65,139 56.69 51,053 38.00 0.6943
2021-08-09 2021-06-30 13F BURLINGTON STORES COM 122017106 114,896 -103,712 -47.44 36,995 -43.36 0.5065
2021-05-14 2021-03-31 13F BURLINGTON STORES COM 122017106 218,608 30,743 16.36 65,320 32.94 0.9480
2021-02-10 2020-12-31 13F BURLINGTON STORES COM 122017106 187,865 -3,001 -1.57 49,136 24.91 0.7309
2020-11-13 2020-09-30 13F BURLINGTON STORES COM 122017106 190,866 -10,682 -5.30 39,336 -0.89 0.6956
2020-08-24 2020-06-30 13F BURLINGTON STORES COM 122017106 201,548 -93,419 -31.67 39,691 -15.08 0.7192
2020-05-14 2020-03-31 13F BURLINGTON STORES COM 122017106 294,967 -48,303 -14.07 46,740 -40.29 1.1306
2020-02-14 2019-12-31 13F BURLINGTON STORES COM 122017106 343,270 -61 -0.02 78,276 14.10 1.4703
2019-10-18 2019-09-30 13F BURLINGTON STORES COM 122017106 343,331 8,378 2.50 68,604 20.37 1.3744
2019-08-01 2019-06-30 13F BURLINGTON STORES COM 122017106 334,953 21,539 6.87 56,992 16.06 1.0786
2019-05-03 2019-03-31 13F BURLINGTON STORES COM 122017106 313,414 4,382 1.42 49,106 -2.32 1.0004
2019-02-11 2018-12-31 13F BURLINGTON STORES COM 122017106 309,032 -2,960 -0.95 50,270 -1.10 1.1922
2018-11-14 2018-09-30 13F BURLINGTON STORES COM 122017106 311,992 -1,063 -0.34 50,830 6.84 0.9378
2018-08-10 2018-06-30 13F BURLINGTON STORES COM 122017106 313,055 -11,423 -3.52 47,578 10.12 0.9561
2018-05-04 2018-03-31 13F BURLINGTON STORES COM 122017106 324,478 1,338 0.41 43,204 8.67 0.9370
2018-02-05 2017-12-31 13F BURLINGTON STORES COM 122017106 323,140 -23,803 -6.86 39,756 20.04 0.9072
2017-11-08 2017-09-30 13F BURLINGTON STORES COM 122017106 346,943 26,782 8.37 33,119 12.45 0.7640
2017-08-10 2017-06-30 13F BURLINGTON STORES COM 122017106 320,161 146,856 84.74 29,452 74.68 0.7104
2017-05-11 2017-03-31 13F BURLINGTON STORES COM 122017106 173,305 173,305 16,861 0.4154
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.