Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership88,338 shares
Latest Disclosed Value $ 28,743,257
Envestnet Asset Management Inc reports 13.01% increase in ownership of BURL / Burlington Stores, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 88,338 shares of Burlington Stores, Inc. (MX:BURL) valued at $28,743,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 78,169 shares of Burlington Stores, Inc.. This represents a change in shares of 13.01% 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)
2026-05-04 2026-03-31 13F BURLINGTON STORES COM 122017106 88,338 10,169 13.01 28,743 27.30 0.0077
2026-02-10 2025-12-31 13F BURLINGTON STORES COM 122017106 78,169 -20,713 -20.95 22,579 -10.28 0.0067
2025-11-05 2025-09-30 13F BURLINGTON STORES COM 122017106 98,882 -9,004 -8.35 25,166 0.27 0.0072
2025-08-01 2025-06-30 13F BURLINGTON STORES COM 122017106 107,886 -2,669 -2.41 25,099 -4.74 0.0073
2025-04-29 2025-03-31 13F BURLINGTON STORES COM 122017106 110,555 -4,510 -3.92 26,349 -19.67 0.0085
2025-02-13 2024-12-31 13F BURLINGTON STORES COM 122017106 115,065 -1,694 -1.45 32,800 6.62 0.0105
2024-11-07 2024-09-30 13F BURLINGTON STORES COM 122017106 116,759 3,764 3.33 30,764 13.44 0.0099
2024-08-08 2024-06-30 13F BURLINGTON STORES COM 122017106 112,995 10,889 10.66 27,119 14.38 0.0094
2024-05-13 2024-03-31 13F BURLINGTON STORES COM 122017106 102,106 24,017 30.76 23,708 56.12 0.0089
2024-02-13 2023-12-31 13F BURLINGTON STORES COM 122017106 78,089 -2,253 -2.80 15,187 39.71 0.0063
2023-11-13 2023-09-30 13F BURLINGTON STORES COM 122017106 80,342 37,059 85.62 10,870 59.57 0.0050
2023-08-04 2023-06-30 13F BURLINGTON STORES COM 122017106 43,283 -3,877 -8.22 6,812 -28.53 0.0030
2023-05-11 2023-03-31 13F BURLINGTON STORES COM 122017106 47,160 3,918 9.06 9,531 8.71 0.0046
2023-02-07 2022-12-31 13F BURLINGTON STORES COM 122017106 43,242 2,710 6.69 8,768 93.32 0.0045
2022-11-10 2022-09-30 13F BURLINGTON STORES COM 122017106 40,532 -26,600 -39.62 4,535 -50.41 0.0026
2022-08-03 2022-06-30 13F BURLINGTON STORES COM 122017106 67,132 5,297 8.57 9,145 -18.82 0.0051
2022-05-04 2022-03-31 13F BURLINGTON STORES COM 122017106 61,835 488 0.80 11,265 -37.01 0.0057
2022-02-04 2021-12-31 13F BURLINGTON STORES COM 122017106 61,347 -191 -0.31 17,883 2.48 0.0088
2021-10-07 2021-09-30 13F BURLINGTON STORES COM 122017106 61,538 7,718 14.34 17,450 0.69 0.0096
2021-08-04 2021-06-30 13F BURLINGTON STORES COM 122017106 53,820 -6,149 -10.25 17,330 -3.29 0.0098
2021-05-04 2021-03-31 13F BURLINGTON STORES COM 122017106 59,969 -6,773 -10.15 17,919 2.65 0.0116
2021-02-02 2020-12-31 13F BURLINGTON STORES COM 122017106 66,742 1,602 2.46 17,456 30.03 0.0132
2020-10-09 2020-09-30 13F BURLINGTON STORES COM 122017106 65,140 -786 -1.19 13,425 3.40 0.0119
2020-07-08 2020-06-30 13F BURLINGTON STORES COM 122017106 65,926 4,262 6.91 12,983 32.87 0.0127
2020-04-23 2020-03-31 13F BURLINGTON STORES COM 122017106 61,664 -4,174 -6.34 9,771 -34.92 0.0116
2020-02-11 2019-12-31 13F BURLINGTON STORES COM 122017106 65,838 880 1.35 15,013 15.66 0.0158
2019-10-17 2019-09-30 13F BURLINGTON STORES COM 122017106 64,958 1,093 1.71 12,980 19.44 0.0142
2019-08-02 2019-06-30 13F BURLINGTON STORES COM 122017106 63,865 -50,439 -44.13 10,867 -39.32 0.0137
2019-05-10 2019-03-31 13F BURLINGTON STORES COM 122017106 114,304 41,272 56.51 17,909 50.75 0.0246
2019-02-12 2018-12-31 13F BURLINGTON STORES COM 122017106 73,032 71,671 5,266.05 11,880 5,251.35 0.0184
2018-11-14 2018-09-30 13F BURLINGTON STORES COM 122017106 1,361 -5,568 -80.36 222 -78.72 0.0004
2018-08-10 2018-06-30 13F BURLINGTON STORES COM 122017106 6,929 993 16.73 1,043 31.19 0.0024
2018-05-09 2018-03-31 13F BURLINGTON STORES COM 122017106 5,936 -10,988 -64.93 795 -61.82 0.0022
2018-02-20 2017-12-31 13F BURLINGTON STORES COM 122017106 16,924 2,133 14.42 2,082 47.55 0.0046
2017-11-13 2017-09-30 13F BURLINGTON STORES COM 122017106 14,791 -7,108 -32.46 1,411 -29.87 0.0034
2017-08-14 2017-06-30 13F BURLINGTON STORES COM 122017106 21,899 -1,105 -4.80 2,012 -9.94 0.0056
2017-05-09 2017-03-31 13F BURLINGTON STORES COM 122017106 23,004 655 2.93 2,234 17.89 0.0072
2017-02-14 2016-12-31 13F BURLINGTON STORES COM 122017106 22,349 -1,439 -6.05 1,895 -1.66 0.0069
2016-11-14 2016-09-30 13F BURLINGTON STORES COM 122017106 23,788 -14,479 -37.84 1,927 -24.52 0.0075
2016-08-15 2016-06-30 13F BURLINGTON STORES COM 122017106 38,267 -1,359 -3.43 2,553 14.54 0.0102
2016-05-16 2016-03-31 13F BURLINGTON STORES COM 122017106 39,626 5,976 17.76 2,229 54.36 0.0096
2016-02-16 2015-12-31 13F BURLINGTON STORES COM 122017106 33,650 -1,868 -5.26 1,444 -20.35 0.0066
2015-11-13 2015-09-30 13F BURLINGTON STORES COM 122017106 35,518 4,072 12.95 1,813 12.61 0.0090
2015-08-13 2015-06-30 13F BURLINGTON STORES COM 122017106 31,446 31,446 1,610 0.0077
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.