STITCH FIX INC SFIX
COM CL A · Common Stock · CUSIP 860897107 · ISIN US8608971078
Online clothing company
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersSan Francisco, CA
- Founded2011
- Websitestitchfix.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($575.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.11. Options: 8 managers hold calls ($2.5m notional), 8 hold puts ($2.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 196 |
| Q4 2022 | 175 |
| Q1 2023 | 174 |
| Q2 2023 | 171 |
| Q3 2023 | 155 |
| Q4 2023 | 174 |
| Q1 2024 | 160 |
| Q2 2024 | 155 |
| Q3 2024 | 156 |
| Q4 2024 | 173 |
| Q1 2025 | 166 |
| Q2 2025 | 168 |
| Q3 2025 | 182 |
| Q4 2025 | 184 |
| Q1 2026 | 192 |
| Q2 2026 | 187 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 72 | 63 |
| Q4 2024 | 98 | 56 |
| Q1 2025 | 82 | 81 |
| Q2 2025 | 83 | 73 |
| Q3 2025 | 102 | 62 |
| Q4 2025 | 98 | 74 |
| Q1 2026 | 107 | 79 |
| Q2 2026 | 106 | 71 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.6m | $2.4m | 0.67 |
| Q4 2025 | $4.5m | $2.6m | 0.59 |
| Q1 2026 | $3.1m | $2.1m | 0.69 |
| Q2 2026 | $2.5m | $2.6m | 1.02 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +1.3m |
| BlackRock, Inc. | Added | +1.0m |
| Nuveen, LLC | Added | +992.0k |
| Quinn Opportunity Partners LLC | Added | +705.0k |
| D. E. Shaw & Co., Inc. | Added | +606.8k |
| Archon Capital Management LLC | Added | +510.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +357.8k |
| STATE STREET CORP | Added | +322.0k |
| ARMISTICE CAPITAL, LLC | Added | +315.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +287.2k |
Biggest sellers
| MARSHALL WACE, LLP | Sold out | -3.0m |
| Working Capital Advisors (UK) Ltd. | Reduced | -2.9m |
| Fund 1 Investments, LLC | Sold out | -2.0m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.3m |
| HRT FINANCIAL LP | Sold out | -1.0m |
| Qube Research & Technologies Ltd | Reduced | -526.6k |
| MORGAN STANLEY | Reduced | -362.0k |
| UBS Group AG | Reduced | -302.0k |
| Balyasny Asset Management L.P. | Sold out | -271.2k |
| JANE STREET GROUP, LLC | Reduced | -266.0k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $1.1m276.2k shares |
| IMC-Chicago, LLC | Added | $489.1k119.0k shares |
| CITADEL ADVISORS LLC | Added | $215.0k52.3k shares |
| SIMPLEX TRADING, LLC | Added | $182.5k44.4k shares |
| JANE STREET GROUP, LLC | Reduced | $180.0k43.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $148.0k36.0k shares |
| Shay Capital LLC | New | $123.3k30.0k shares |
| Walleye Trading LLC | New | $50.6k12.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.1m505.2k shares |
| IMC-Chicago, LLC | Added | $210.0k51.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $137.3k33.4k shares |
| Crawford Fund Management, LLC | Reduced | $61.6k15.0k shares |
| JANE STREET GROUP, LLC | Added | $52.2k12.7k shares |
| GROUP ONE TRADING LLC | Added | $17.3k4.2k shares |
| SIMPLEX TRADING, LLC | Added | $4.9k1.2k shares |
| Walleye Trading LLC | New | $4.1k1.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN 13G · institution +0.6 pts · filed 2026-08-14 | 16.0% |
| Lake Katrina 13G · exempt (held before listing) filed 2025-02-13 | 8.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 7.3% |
| RENAISSANCE TECHNOLOGIES LLC 13G · institution +0.2 pts · filed 2026-08-13 | 5.1% |
Fell to 5% or below in the last year: Working Capital Advisors (UK) Ltd. (4.1%, 2026-10-15), Fund 1 Investments, LLC (1.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $4.3m | $4.3m |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $152.0k | $152.0k |
| Q3 2025 | 0 | — | 4 | $6.1m | $6.1m |
| Q4 2025 | 0 | — | 2 | $1.8m | $1.8m |
| Q1 2026 | 0 | — | 3 | $1.5m | $1.5m |
| Q2 2026 | 0 | — | 3 | $1.7m | $1.7m |
| Q3 2026 | 0 | — | 3 | $1.8m | $1.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-03 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $286.3k70.0k shares |
| 2026-07-27 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $263.3k70.0k shares |
| 2026-07-20 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $265.3k70.0k shares |
| 2026-07-16 | O'Connor Casey Chief Legal Officer | Sold plan | $196.5k50.0k shares |
| 2026-07-13 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $253.4k70.0k shares |
| 2026-07-06 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $265.2k70.0k shares |
| 2026-07-06 | Aufderhaar David Chief Financial Officer | Sold plan | $257.6k68.0k shares |
| 2026-06-29 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $309.4k70.0k shares |
| 2026-06-24 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $451.0k100.0k shares |
| 2026-06-22 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $282.3k70.0k shares |
| 2026-06-16 | Bacos Anthony Chief Prod/Technology Officer | Sold plan | $290.4k70.0k shares |
| 2026-04-10 | O'Connor Casey Chief Legal Officer | Sold plan | $184.8k60.0k shares |
| 2026-04-07 | Aufderhaar David Chief Financial Officer | Sold plan | $203.0k65.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN 1.32% of their portfolio | 18.9m $77.7m | Added +171.9k |
| BlackRock, Inc. 0.00% of their portfolio | 12.1m $49.8m | Added +1.0m |
| Working Capital Advisors (UK) Ltd. 57.87% of their portfolio | 8.2m $33.5m | Reduced -2.9m |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 6.0m $24.7m | Added +357.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.0m $20.4m | Added +169.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.8m $19.9m | Added +1.3m |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $14.4m | Added +322.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 3.2m $13.1m | Added +287.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.1m $12.9m | Added +260.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.0m $12.5m | Added +181.3k |
| Archon Capital Management LLC 5.02% of their portfolio | 3.0m $12.4m | Added +510.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.5m $10.3m | Added +89.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 2.2m $9.0m | Reduced -55.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.0m $8.3m | Reduced -103.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.9m $7.9m | Reduced -149.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.6m $6.4m | Reduced -28.1k |
| Hodges Capital Management Inc. 0.38% of their portfolio | 1.4m $5.7m | Reduced -30.2k |
| Nuveen, LLC 0.00% of their portfolio | 1.3m $5.2m | Added +992.0k |
| Focus Partners Wealth 0.01% of their portfolio | 1.2m $5.1m | Added +151.5k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 1.2m $4.8m | Reduced -526.6k |
| UBS Group AG 0.00% of their portfolio | 1.1m $4.6m | Reduced -302.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 982.5k $4.0m | Added +101.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 913.6k $3.8m | Added +606.8k |
| FMR LLC 0.00% of their portfolio | 842.6k $3.5m | Added +26.6k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 817.1k $3.4m | Added +45.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 793.4k $3.3m | Added +11.1k |
| Quinn Opportunity Partners LLC 0.15% of their portfolio | 759.6k $3.1m | Added +705.0k |
| COATUE MANAGEMENT LLC 0.01% of their portfolio | 735.4k $3.0m | Unchanged |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.01% of their portfolio | 727.0k $3.0m | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 554.0k $2.3m | Added +240.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 436.6k $1.8m | Reduced -144.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 426.2k $1.8m | Reduced -266.0k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 394.1k $1.6m | Added +129.2k |
| Invesco Ltd. 0.00% of their portfolio | 375.1k $1.5m | Reduced -56.8k |
| ARMISTICE CAPITAL, LLC 0.04% of their portfolio | 352.8k $1.4m | Added +315.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 351.6k $1.4m | Added +210.8k |
| Divisadero Street Capital Management, LP 0.03% of their portfolio | 311.7k $1.3m | Unchanged |
| XTX Topco Ltd 0.02% of their portfolio | 300.6k $1.2m | Added +162.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 297.3k $1.2m | Reduced -1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 285.2k $1.2m | Reduced -362.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 276.0k $1.1m | Reduced -102.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 243.0k $998.9k | Reduced -19.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 225.0k $924.6k | Added +7.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 215.4k $885.2k | Reduced -217.0k |
| Mariner, LLC 0.00% of their portfolio | 213.3k $876.7k | Added +97.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 213.1k $876.0k | Added +45.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 186.7k $767.4k | Added +16.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.03% of their portfolio | 183.2k $753.0k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 179.7k $738.4k | Added +602 |
| Cerity Partners LLC 0.00% of their portfolio | 175.7k $722.3k | Added +69.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 158.6k $651.7k | Added +58.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 156.3k $642.5k | Added +55.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 155.7k $639.7k | Added +131.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 151.1k $621.2k | Added +12.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 141.7k $582.3k | Added +58.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 133.1k $427.7k | Added +67.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 123.0k $407.3k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 117.9k $485.0k | Reduced -1.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 114.8k $471.8k | Added +26.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 103.4k $424.9k | Added +57.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 93.7k $385.1k | Added +24.0k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 93.5k $384.5k | Added +51.6k |
| Creative Planning 0.00% of their portfolio | 90.6k $372.5k | Added +26.0k |
| ALGERT GLOBAL LLC 0.00% of their portfolio | 87.9k $361.3k | Added +7.0k |
| Voleon Capital Management LP 0.01% of their portfolio | 86.0k $353.4k | Added +62.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 79.8k $328.1k | Reduced -220.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 75.9k $311.9k | Added +24.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 73.9k $304.0k | Added +26.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 71.5k $294.0k | Added +52.2k |
| Argos Wealth Advisors, LLC 0.08% of their portfolio | 69.0k $283.4k | Unchanged |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 65.1k $267.4k | Added +18.4k |
| WINTON GROUP Ltd 0.01% of their portfolio | 64.1k $263.5k | New |
| State of Wyoming 0.02% of their portfolio | 59.2k $243.2k | Added +58.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 55.0k $241.1k | Added +1.7k |
| CITIGROUP INC 0.00% of their portfolio | 54.9k $225.5k | Added +38.3k |
| CANNELL CAPITAL LLC 0.16% of their portfolio | 54.5k $224.1k | Added +1.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 54.2k $222.7k | Added +342 |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 52.5k $215.7k | Reduced -2.5k |
| Parallel Advisors, LLC 0.00% of their portfolio | 50.5k $207.5k | Unchanged |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 50.1k $205.9k | Unchanged |
| BAILARD, INC. 0.00% of their portfolio | 48.0k $197.3k | New |
| Simplicity Wealth,LLC 0.01% of their portfolio | 47.7k $195.9k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 46.7k $195.5k | Reduced -20.2k |
| BARCLAYS PLC 0.00% of their portfolio | 44.9k $184.4k | Reduced -13.3k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 43.5k $178.9k | Added +22.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 37.5k $154.1k | New |
| EntryPoint Capital, LLC 0.04% of their portfolio | 36.4k $149.7k | Reduced -9.1k |
| Centiva Capital, LP 0.00% of their portfolio | 36.0k $147.9k | Reduced -24.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 34.2k $140.4k | Added +2.1k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 33.7k $138.7k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 32.5k $133.6k | Added +2.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 29.8k $122.3k | Added +11.8k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 29.7k $122.1k | New |
| BRIGHTON JONES LLC 0.00% of their portfolio | 29.6k $121.7k | Added +13.3k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 29.1k $119.6k | New |
| LPL Financial LLC 0.00% of their portfolio | 28.0k $115.2k | Added +498 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.8k $110.3k | Reduced -1.1k |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 26.8k $110.1k | Added +4.4k |
| AXQ CAPITAL, LP 0.01% of their portfolio | 26.3k $108.1k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 26.1k $107.3k | Added +8.8k |