GAPNYSERetail-Family Clothing StoresFiscal year ends February 1
GAP INC
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 28, 2026
$23.54+0.42 (+1.82%)
Close on Oct 19, 2026
- Market cap
- $8.52B
- P/E (TTM)
- 7.0
- Dividend yield
- 2.80%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.8%
220M of 351M shares
Institutional holders
486
90 new, 90 sold out
Net institutional buying
-9M
In Q2 2026
Insider trades, 12 months
0 buys · 28 sales
Net sold $60.07M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| William S. Fisher | 47,402,804 | 13.50% | 13D (active) amendment | Oct 6, 2026 |
| John J. Fisher | 45,799,467 | 13.00% | 13D (active) amendment | Sep 2, 2026 |
| Robert J. Fisher | 45,620,397 | 13.00% | 13D (active) amendment | Sep 2, 2026 |
| Dimensional Fund Advisors LP | 19,186,720 | 5.50% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 18,779,836 | 5.10% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GAP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,956,325 | 6.54% | $428.82M | +969,656 | 0.01% |
| Dimensional Fund Advisors LP | 16,185,278 | 4.61% | $302.35M | +1,933,104 | 0.05% |
| Aqr Capital Management LLC | 14,683,484 | 4.18% | $267.17M | +3,128,166 | 0.09% |
| Vanguard Portfolio Management LLC | 11,822,247 | 3.37% | $220.84M | +230,292 | 0.01% |
| Vanguard Capital Management LLC | 10,522,329 | 3.00% | $196.56M | −146,970 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 9,093,286 | 2.59% | $169.86M | +4,549,057 | 0.08% |
| State Street Corp | 7,786,620 | 2.22% | $145.45M | +85,136 | 0.00% |
| Victory Capital Management Inc | 6,136,666 | 1.75% | $114.63M | +697,485 | 0.06% |
| FMR LLC | 4,421,014 | 1.26% | $82.58M | −2,504,398 | 0.00% |
| Goldman Sachs Group Inc | 4,409,938 | 1.26% | $82.38M | +3,019,570 | 0.01% |
| Geode Capital Management, LLC | 4,141,132 | 1.18% | $77.37M | −40,357 | 0.00% |
| Lsv Asset Management | 4,082,336 | 1.16% | $76.26K | +566,720 | 0.14% |
| JPMorgan Chase & Co | 3,923,123 | 1.12% | $73.68M | −602,996 | 0.00% |
| Franklin Resources Inc | 3,914,896 | 1.11% | $73.13M | −1,435,687 | 0.02% |
| Gilder Gagnon Howe & Co LLC | 3,660,756 | 1.04% | $68.38M | −11,292 | 0.71% |
| First Trust Advisors LP | 3,559,763 | 1.01% | $66.50M | +1,304,116 | 0.04% |
| Khall LLC | 3,389,284 | 0.96% | $63.31M | – | 100.00% |
| Norges Bank | 3,383,275 | 0.96% | $63.20M | New | 0.01% |
| Ameriprise Financial Inc | 3,170,094 | 0.90% | $59.22M | −8,948,580 | 0.01% |
| Bank of New York Mellon Corp | 3,029,311 | 0.86% | $56.59M | −103,463 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 486 | 220M | 62.8% | 90 / 147 | 186 / 90 | 43M | 52M |
| Q1 2026 | 492 | 230M | 65.4% | 82 / 207 | 134 / 114 | 79M | 46M |
| Q4 2025 | 532 | 221M | 63.0% | 139 / 172 | 158 / 66 | 44M | 44M |
| Q3 2025 | 471 | 224M | 63.7% | 88 / 169 | 147 / 75 | 45M | 37M |
| Q2 2025 | 466 | 216M | 61.6% | 95 / 176 | 141 / 84 | 42M | 60M |
| Q1 2025 | 459 | 234M | 66.7% | 88 / 175 | 131 / 86 | 37M | 39M |
| Q4 2024 | 464 | 238M | 67.8% | 102 / 150 | 150 / 70 | 33M | 34M |
| Q3 2024 | 438 | 240M | 68.3% | 69 / 179 | 129 / 87 | 49M | 26M |
| Q2 2024 | 460 | 237M | 67.6% | 98 / 176 | 130 / 46 | 36M | 35M |
| Q1 2024 | 411 | 237M | 67.4% | 84 / 140 | 123 / 60 | 41M | 27M |
| Q4 2023 | 391 | 223M | 63.4% | 103 / 109 | 123 / 41 | 40M | 55M |
| Q3 2023 | 333 | 238M | 67.6% | 47 / 111 | 109 / 48 | 39M | 31M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GAP | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7,631,346 | 2.17% | $142.55M | 0.11% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,539,491 | 2.15% | $140.84M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,447,805 | 1.55% | $101.76M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,449,920 | 0.98% | $64.44M | 0.10% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 3,050,017 | 0.87% | $61.27M | 0.36% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 2,830,830 | 0.81% | $52.88M | 0.06% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 2,813,043 | 0.80% | $52.55M | 0.46% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 2,708,000 | 0.77% | $50.59M | 1.08% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 2,695,503 | 0.77% | $54.15M | 0.37% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 2,556,214 | 0.73% | $47.75M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,871,475 | 0.53% | $37.60M | 0.19% | Jul 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 1,825,522 | 0.52% | $36.67M | 1.00% | Jul 31, 2026 |
| MFS Mid Cap Value Fund | 1,551,309 | 0.44% | $28.98M | 0.17% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 1,453,084 | 0.41% | $29.19M | 0.15% | Jul 31, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 1,382,908 | 0.39% | $25.83M | 0.35% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Richard Dickson | President & CEO, Gap Inc., Director | 736,905 | 0.21% | Aug 25, 2026 |
| Julie Gruber | Chief Legal&Compliance Officer | 63,716 | 0.02% | Apr 20, 2026 |
| Eric Kayen Chan | Chief Business & Strat Officer | 21,967 | 0.01% | Apr 13, 2026 |
| Amanda J. Thompson | Chief People Officer | 88,016 | 0.03% | Apr 7, 2026 |
| Sarah Gilligan | Chief Sup Chn & Transform Ofcr | 0 | – | Mar 24, 2026 |
| Mark Breitbard | President & CEO, Gap Brand | 132,471 | 0.04% | Mar 23, 2026 |
| Horacio Barbeito | President & CEO, Old Navy | 115,024 | 0.03% | Mar 23, 2026 |
| Katrina O'Connell | Chief Financial Officer | 9,156 | 0.00% | Mar 23, 2026 |
| Chris Blakeslee | President & CEO, Athleta | 72,039 | 0.02% | Mar 20, 2025 |
| Jody Gerson | Director | – | – | Sep 16, 2026 |
| Kristen Green | Director | – | – | Sep 15, 2026 |
| Robert J. Fisher | Director, 10% owner | 31,139,876 | 8.86% | Sep 4, 2026 |
| William Sydney Fisher | Director, 10% owner | 34,840,088 | 9.92% | Aug 31, 2026 |
| Amy E. Miles | Director | 33,638 | 0.01% | Jul 1, 2026 |
| Kathryn A. Hall | Director | 3,433,266 | 0.98% | Jul 1, 2026 |
| Chris O'Neill | Director | 36,272 | 0.01% | Jul 1, 2026 |
| Tariq M. Shaukat | Director | 20,779 | 0.01% | Jul 1, 2026 |
| Brady Brewer | Director | – | – | Jul 1, 2026 |
| Mayo A. Shattuck Iii | Director | 200,118 | 0.06% | Jul 1, 2026 |
| Elisabeth B. Donohue | Director | 1,000 | 0.00% | Jul 1, 2026 |
| Salaam Coleman | Director | 31,182 | 0.01% | Jul 2, 2025 |
| John J. Fisher | 10% owner | 32,928,020 | 9.37% | Sep 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John J. Fisher 10% owner | Sep 2, 2026 | Other | +3,636 | – | – | 10,472,165 |
| John J. Fisher 10% owner | Sep 2, 2026 | Other | −4,003,636 | – | – | 18,016,364 |
| Robert J. Fisher Director, 10% owner | Sep 2, 2026 | Other | +4,089 | – | – | 12,666,366 |
| Robert J. Fisher Director, 10% owner | Sep 2, 2026 | Other | −6,004,089 | – | – | 16,010,911 |
| William Sydney Fisher Director, 10% owner | Aug 31, 2026 | Other | +4,089 | – | – | 15,924,823 |
| William Sydney Fisher Director, 10% owner | Aug 31, 2026 | Other | −6,004,089 | – | – | 16,010,911 |
| Richard Dickson President & CEO, Gap Inc., Director | Aug 22, 2026 | Tax withholding | −59,155 | $19.80 | $1.17M | 736,905 |
| Richard Dickson President & CEO, Gap Inc., Director | Aug 22, 2026 | Option exercise | +109,649 | – | – | 796,060 |
| Richard Dickson President & CEO, Gap Inc., Director | Aug 22, 2026 | Option exercise | +116,502 | – | – | 853,407 |
| Richard Dickson President & CEO, Gap Inc., Director | Aug 22, 2026 | Tax withholding | −62,852 | $19.80 | $1.24M | 790,555 |
| Robert J. Fisher Director, 10% owner | Jun 30, 2026 | Option exercise | +1,743 | – | – | 12,685,277 |
| Robert J. Fisher Director, 10% owner | Jun 30, 2026 | Option exercise | +19,036 | – | – | 12,683,534 |
| Robert J. Fisher Director, 10% owner | Jun 30, 2026 | Gift | −23,000 | – | – | 12,662,277 |
| William Sydney Fisher Director, 10% owner | Jun 30, 2026 | Gift | −23,000 | – | – | 15,920,734 |
| William Sydney Fisher Director, 10% owner | Jun 30, 2026 | Option exercise | +1,743 | – | – | 15,943,734 |
| William Sydney Fisher Director, 10% owner | Jun 30, 2026 | Option exercise | +19,036 | – | – | 15,941,991 |
| Kathryn A. Hall Director | Jun 30, 2026 | Option exercise | +19,036 | – | – | 43,982 |
| Kathryn A. Hall Director | Jun 30, 2026 | Option exercise | +1,743 | – | – | 24,946 |
| Chris O'Neill Director | Jun 30, 2026 | Option exercise | +1,743 | – | – | 36,272 |
| Chris O'Neill Director | Jun 30, 2026 | Option exercise | +19,036 | – | – | 55,308 |
| Richard Dickson President & CEO, Gap Inc., Director | Jun 30, 2026 | Option exercise | +1,117 | – | – | 674,207 |
| Richard Dickson President & CEO, Gap Inc., Director | Jun 30, 2026 | Option exercise | +12,204 | – | – | 686,411 |
| Mayo A. Shattuck Iii Director | Jun 30, 2026 | Option exercise | +19,036 | – | – | 200,118 |
| Mayo A. Shattuck Iii Director | Jun 30, 2026 | Option exercise | +1,743 | – | – | 181,082 |
| Tariq M. Shaukat Director | Jun 30, 2026 | Option exercise | +19,036 | – | – | 20,779 |
| Tariq M. Shaukat Director | Jun 30, 2026 | Option exercise | +1,743 | – | – | 1,743 |
| John J. Fisher 10% owner | Jun 8, 2026 | Gift | −273,596 | – | – | 5,864,614 |
| Julie Gruber Chief Legal&Compliance Officer | Apr 17, 2026 | Option exercise | +5,302 | $13.93 | $73.86K | 63,716 |
| Julie Gruber Chief Legal&Compliance Officer | Apr 17, 2026 | Sale(10b5-1 plan) | −5,302 | $27.00 | $143.15K | 58,414 |
| Eric Kayen Chan Chief Business & Strat Officer | Apr 10, 2026 | Sale | −935.85 | $26.15 | $24.47K | 21,967 |
| Eric Kayen Chan Chief Business & Strat Officer | Apr 10, 2026 | Sale | −12,441 | $26.19 | $325.83K | 22,903 |
| John J. Fisher 10% owner | Apr 8, 2026 | Sale | −300,000 | $25.40 | $7.62M | 446,781 |
| Amanda J. Thompson Chief People Officer | Apr 6, 2026 | Sale | −23,212 | $25.14 | $583.55K | 88,016 |
| Amanda J. Thompson Chief People Officer | Apr 6, 2026 | Sale | −1,788 | $25.14 | $44.95K | 86,228 |
| Robert J. Fisher Director, 10% owner | Apr 2, 2026 | Gift | −150,000 | – | – | 12,664,498 |
| John J. Fisher 10% owner | Apr 2, 2026 | Gift | −56,870 | – | – | 758,641 |
| Sarah Gilligan Chief Sup Chn & Transform Ofcr | Mar 23, 2026 | Sale(10b5-1 plan) | −69,912 | $25.00 | $1.75M | 0 |
| Horacio Barbeito President & CEO, Old Navy | Mar 20, 2026 | Sale(10b5-1 plan) | −113,684 | $24.01 | $2.73M | 115,024 |
| Mark Breitbard President & CEO, Gap Brand | Mar 19, 2026 | Sale(10b5-1 plan) | −8,486 | $23.73 | $201.37K | 135,884 |
| Katrina O'Connell Chief Financial Officer | Mar 19, 2026 | Sale(10b5-1 plan) | −8,486 | $23.74 | $201.46K | 11,503 |
| Mark Breitbard President & CEO, Gap Brand | Mar 18, 2026 | Sale(10b5-1 plan) | −11,899 | $24.21 | $288.07K | 132,471 |
| Katrina O'Connell Chief Financial Officer | Mar 18, 2026 | Sale(10b5-1 plan) | −11,503 | $24.21 | $278.49K | 8,486 |
| Mark Breitbard President & CEO, Gap Brand | Mar 18, 2026 | Option exercise | +17,275 | – | – | 153,159 |
| Mark Breitbard President & CEO, Gap Brand | Mar 18, 2026 | Tax withholding | −8,789 | $23.85 | $209.62K | 144,370 |
| Richard Dickson President & CEO, Gap Inc., Director | Mar 18, 2026 | Tax withholding | −23,965 | $23.85 | $571.57K | 672,731 |
| Richard Dickson President & CEO, Gap Inc., Director | Mar 18, 2026 | Option exercise | +44,422 | – | – | 696,696 |
| Katrina O'Connell Chief Financial Officer | Mar 18, 2026 | Option exercise | +17,275 | – | – | 28,778 |
| Katrina O'Connell Chief Financial Officer | Mar 18, 2026 | Tax withholding | −8,789 | $23.85 | $209.62K | 19,989 |
| Horacio Barbeito President & CEO, Old Navy | Mar 18, 2026 | Tax withholding | −11,535 | $23.85 | $275.11K | 228,708 |
| Horacio Barbeito President & CEO, Old Navy | Mar 18, 2026 | Option exercise | +27,147 | – | – | 240,243 |
| Amanda J. Thompson Chief People Officer | Mar 18, 2026 | Tax withholding | −4,017 | $23.85 | $95.81K | 111,228 |
| Amanda J. Thompson Chief People Officer | Mar 18, 2026 | Option exercise | +7,897 | – | – | 115,245 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 18, 2026 | Option exercise | +8,633 | – | – | 62,603 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 18, 2026 | Tax withholding | −4,189 | $23.85 | $99.91K | 58,414 |
| Sarah Gilligan Chief Sup Chn & Transform Ofcr | Mar 18, 2026 | Option exercise | +7,404 | – | – | 73,679 |
| Sarah Gilligan Chief Sup Chn & Transform Ofcr | Mar 18, 2026 | Tax withholding | −3,767 | $23.85 | $89.84K | 69,912 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 17, 2026 | Tax withholding | −1,623 | $23.34 | $37.88K | 128,187 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −74,217 | $23.85 | $1.77M | 53,970 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 17, 2026 | Option exercise | +13,727 | – | – | 135,171 |
| Julie Gruber Chief Legal&Compliance Officer | Mar 17, 2026 | Tax withholding | −6,984 | $23.34 | $163.01K | 128,187 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| S. Fisher William Director, 10% Stockholder | Oct 6, 2026 | 500,000 | $11.94M | Oct 6, 2026 | Gift |
| S. Fisher William Director, 10% Stockholder | Oct 5, 2026 | 433,656 | $10.13M | Oct 5, 2026 | Gift |
| S. Fisher William Director, 10% Stockholder | Sep 30, 2026 | 66,344 | $1.53M | Sep 30, 2026 | Gift |
| J. Fisher John 10% Stockholder | Apr 8, 2026 | 300,000 | $7.62M | Apr 8, 2026 | Gift |
| Oconnell Katrina Officer | Mar 19, 2026 | 8,486 | $201.42K | Mar 19, 2026 | Restricted Stock |
| O'Connell Katrina Officer | Mar 18, 2026 | 11,503 | $278.49K | Mar 18, 2026 | Restricted Stock |
| O'Connell Katrina Officer | Mar 17, 2026 | 153,413 | $3.66M | Mar 17, 2026 | Stock Option Exercise |
| O'Connell Katrina Officer | Mar 16, 2026 | 16,036 | $380.69K | Mar 16, 2026 | Restricted Stock |
| S. Fisher William Director, 10% Stockholder | Dec 12, 2025 | 11,140 | $298.69K | Dec 12, 2025 | Gift |
| S. Fisher William Director, 10% Stockholder | Dec 11, 2025 | 88,860 | $2.38M | Dec 11, 2025 | Gift |
| J. Fisher John 10% Stockholder | Dec 11, 2025 | 3,971 | $107.39K | Dec 11, 2025 | Gift |
| S. Fisher William Director, 10% Stockholder | Dec 3, 2025 | 400,000 | $10.81M | Dec 3, 2025 | Gift |
| J. Fisher Robert Director, 10% Stockholder | Dec 1, 2025 | 500,000 | $13.72M | Dec 1, 2025 | Gift |
| J. Fisher John 10% Stockholder | Nov 26, 2025 | 250,000 | $6.94M | Nov 26, 2025 | Gift |
| Donohue Elisabeth Board Member | Nov 25, 2025 | 3,000 | $81.18K | Nov 25, 2025 | Stock Grant |