SFIXNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends July 31
Stitch Fix, Inc.
Financials through Q4 FY2026, quarter ended Aug 1, 2026Last filing: 10-K on Sep 24, 2026
$2.64+0.12 (+4.76%)
Close on Oct 19, 2026
- Market cap
- $351.00M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
77.9%
104M of 134M shares
Institutional holders
187
25 new, 27 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
0 buys · 29 sales
Net sold $6.60M
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 |
|---|---|---|---|---|
| Katrina Lake | 9,305,038 | 8.30% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 8,190,348 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| Working Capital Partners, Ltd. | 8,155,789 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| J. William Gurley | 6,806,954 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Renaissance Technologies LLC | 6,003,658 | 5.08% | 13G (passive) | Jun 5, 2026 |
| Renaissance Technologies Holdings Corporation | 5,670,600 | 5.43% | 13G (passive) | Jul 23, 2024 |
| Disciplined Growth Investors Inc /Mn | 18,910,052 | 16.00% | 13G (passive) amendment | Jun 30, 2026 |
| Working Capital Management Pte. Ltd. | 10,608,822 | 9.40% | 13G (passive) amendment | Jun 10, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFIX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Disciplined Growth Investors Inc /Mn | 18,910,052 | 14.15% | $77.72M | +171,872 | 1.32% |
| BlackRock, Inc. | 12,121,197 | 9.07% | $49.82M | +1,008,906 | 0.00% |
| Working Capital Advisors (UK) Ltd. | 8,155,789 | 6.10% | $33.52M | −2,890,288 | 57.87% |
| Renaissance Technologies LLC | 6,003,658 | 4.49% | $24.68M | +357,800 | 0.03% |
| Vanguard Capital Management LLC | 4,959,202 | 3.71% | $20.38M | +169,066 | 0.00% |
| Aqr Capital Management LLC | 4,843,056 | 3.62% | $19.90M | +1,293,053 | 0.01% |
| State Street Corp | 3,503,504 | 2.62% | $14.40M | +322,030 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 3,192,908 | 2.39% | $13.12M | +287,245 | 0.01% |
| Geode Capital Management, LLC | 3,146,916 | 2.36% | $12.94M | +260,221 | 0.00% |
| Vanguard Portfolio Management LLC | 3,042,880 | 2.28% | $12.51M | +181,287 | 0.00% |
| Archon Capital Management LLC | 3,009,710 | 2.25% | $12.37M | +510,785 | 5.02% |
| Dimensional Fund Advisors LP | 2,507,619 | 1.88% | $10.31M | +89,423 | 0.00% |
| Jacobs Levy Equity Management, Inc | 2,177,945 | 1.63% | $8.95M | −55,463 | 0.03% |
| Charles Schwab Investment Management Inc | 2,030,170 | 1.52% | $8.34M | −102,971 | 0.00% |
| Goldman Sachs Group Inc | 1,926,884 | 1.44% | $7.92M | −149,723 | 0.00% |
| Bank of New York Mellon Corp | 1,563,700 | 1.17% | $6.43M | −28,077 | 0.00% |
| Hodges Capital Management Inc. | 1,378,450 | 1.03% | $5.67M | −30,200 | 0.37% |
| Nuveen, LLC | 1,255,074 | 0.94% | $5.16M | +991,986 | 0.00% |
| Focus Partners Wealth | 1,237,004 | 0.93% | $5.08M | +151,522 | 0.01% |
| Qube Research & Technologies Ltd | 1,172,208 | 0.88% | $4.82M | −526,634 | 0.00% |
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 | 187 | 104M | 77.9% | 25 / 81 | 45 / 27 | 10M | 14M |
| Q1 2026 | 192 | 108M | 80.9% | 45 / 67 | 46 / 34 | 22M | 12M |
| Q4 2025 | 184 | 106M | 79.5% | 33 / 70 | 48 / 26 | 14M | 14M |
| Q3 2025 | 182 | 107M | 80.4% | 39 / 65 | 42 / 21 | 17M | 11M |
| Q2 2025 | 166 | 102M | 76.4% | 29 / 56 | 47 / 26 | 15M | 10M |
| Q1 2025 | 165 | 98M | 73.1% | 31 / 54 | 48 / 35 | 16M | 15M |
| Q4 2024 | 172 | 99M | 74.0% | 46 / 64 | 29 / 27 | 22M | 12M |
| Q3 2024 | 156 | 88M | 66.1% | 29 / 46 | 39 / 24 | 23M | 9M |
| Q2 2024 | 154 | 85M | 63.9% | 35 / 50 | 38 / 38 | 11M | 11M |
| Q1 2024 | 159 | 86M | 64.2% | 23 / 50 | 47 / 35 | 14M | 10M |
| Q4 2023 | 172 | 82M | 61.4% | 42 / 52 | 43 / 20 | 15M | 7M |
| Q3 2023 | 152 | 74M | 55.7% | 16 / 45 | 44 / 33 | 8M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFIX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,455,063 | 2.59% | $14.20M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,102,751 | 2.32% | $12.75M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,394,837 | 1.04% | $5.73M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,285,852 | 0.96% | $5.17M | 0.02% | Jul 31, 2026 |
| Hodges Fund | 1,250,000 | 0.94% | $5.14M | 1.76% | Jun 30, 2026 |
| The Disciplined Growth Investors Fund | 1,140,722 | 0.85% | $4.59M | 0.73% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,020,920 | 0.76% | $4.20M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Retail ETF | 984,826 | 0.74% | $4.05M | 1.06% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 946,020 | 0.71% | $3.80M | 0.09% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 882,746 | 0.66% | $3.14M | 0.06% | May 29, 2026 |
| Vanguard Explorer Fund | 880,954 | 0.66% | $3.54M | 0.02% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 827,935 | 0.62% | $2.95M | 0.03% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 810,487 | 0.61% | $3.33M | 0.06% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 623,281 | 0.47% | $2.22M | 0.01% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 614,774 | 0.46% | $2.53M | 0.08% | 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 |
|---|---|---|---|---|
| Matt Baer | Chief Executive Officer, Director | 1,956,130 | 1.46% | Sep 18, 2026 |
| Casey O'Connor | Chief Legal Officer | 454,902 | 0.34% | Sep 18, 2026 |
| David Aufderhaar | Chief Financial Officer | 1,083,599 | 0.81% | Sep 18, 2026 |
| Anthony Bacos | Chief Prod/Technology Officer | 951,994 | 0.71% | Aug 5, 2026 |
| Sreekanth Sreedhararaj | Chief Prod/Technology Officer | 382,653 | 0.29% | Jul 27, 2026 |
| Katrina Lake | Director | 7,396,553 | 5.54% | Feb 4, 2026 |
| Fiona Tan | Director | 88,678 | 0.07% | Dec 15, 2025 |
| Sharon McCollam | Director | 148,554 | 0.11% | Dec 15, 2025 |
| Kofi Owusu Amoo-Gottfried | Director | 142,261 | 0.11% | Dec 15, 2025 |
| J. William Gurley | Director | 5,035,458 | 3.77% | Dec 15, 2025 |
| Timothy G. Baxter | Director | 88,678 | 0.07% | Dec 15, 2025 |
| Elizabeth Goodman Williams | Director | 155,419 | 0.12% | Dec 15, 2025 |
| Capital Advisors (UK) Ltd. Working | 10% owner | 10,608,822 | 7.94% | Jun 11, 2025 |
| Capital Management Pte. Ltd. Working | 10% owner | 11,979,753 | 8.97% | Jun 11, 2025 |
| Kenneth Chan Hsiang-Tze | 10% owner | 7,209,812 | 5.40% | Jun 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matt Baer Chief Executive Officer, Director | Sep 16, 2026 | Tax withholding | −115,062 | $2.94 | $338.28K | 1,956,130 |
| Matt Baer Chief Executive Officer, Director | Sep 16, 2026 | Option exercise | +61,452 | – | – | 2,071,192 |
| David Aufderhaar Chief Financial Officer | Sep 16, 2026 | Tax withholding | −62,665 | $2.94 | $184.24K | 1,083,599 |
| David Aufderhaar Chief Financial Officer | Sep 16, 2026 | Option exercise | +43,895 | – | – | 1,146,264 |
| Casey O'Connor Chief Legal Officer | Sep 16, 2026 | Option exercise | +25,284 | – | – | 454,902 |
| Casey O'Connor Chief Legal Officer | Sep 16, 2026 | Tax withholding | −25,999 | $2.94 | $76.44K | 428,903 |
| Anthony Bacos Chief Prod/Technology Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −20,000 | $4.09 | $81.80K | 951,994 |
| Anthony Bacos Chief Prod/Technology Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −50,000 | $4.09 | $204.50K | 971,994 |
| Anthony Bacos Chief Prod/Technology Officer | Aug 3, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,021,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 27, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,041,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −20,000 | $3.74 | $74.80K | 971,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −50,000 | $3.77 | $188.50K | 991,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 20, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,061,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 20, 2026 | Sale(10b5-1 plan) | −20,000 | $3.79 | $75.80K | 991,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 20, 2026 | Sale(10b5-1 plan) | −50,000 | $3.79 | $189.50K | 1,011,994 |
| Casey O'Connor Chief Legal Officer | Jul 16, 2026 | Sale(10b5-1 plan) | −50,000 | $3.93 | $196.50K | 429,618 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −20,000 | $3.62 | $72.40K | 1,011,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 13, 2026 | Sale(10b5-1 plan) | −50,000 | $3.62 | $181.00K | 1,031,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 13, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,081,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −20,000 | $3.76 | $75.20K | 1,031,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 6, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,101,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −50,000 | $3.80 | $190.00K | 1,051,994 |
| David Aufderhaar Chief Financial Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −67,960 | $3.79 | $257.57K | 1,102,369 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 29, 2026 | Sale(10b5-1 plan) | −50,011 | $4.42 | $221.05K | 1,051,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 29, 2026 | Sale(10b5-1 plan) | −20,000 | $4.42 | $88.40K | 1,102,005 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 29, 2026 | Option exercise | +11 | $3.99 | $44 | 1,072,005 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 29, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,122,005 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 24, 2026 | Sale(10b5-1 plan) | −100,000 | $4.51 | $451.00K | 1,071,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 24, 2026 | Option exercise | +100,000 | $3.99 | $399.00K | 1,171,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 22, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,141,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −20,000 | $4.04 | $80.80K | 1,071,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −50,000 | $4.03 | $201.50K | 1,091,994 |
| Matt Baer Chief Executive Officer, Director | Jun 17, 2026 | Option exercise | +61,454 | – | – | 2,117,334 |
| Matt Baer Chief Executive Officer, Director | Jun 17, 2026 | Tax withholding | −107,594 | $4.16 | $447.59K | 2,009,740 |
| Casey O'Connor Chief Legal Officer | Jun 17, 2026 | Option exercise | +25,283 | – | – | 505,617 |
| Casey O'Connor Chief Legal Officer | Jun 17, 2026 | Tax withholding | −25,999 | $4.16 | $108.16K | 479,618 |
| David Aufderhaar Chief Financial Officer | Jun 17, 2026 | Tax withholding | −51,603 | $4.16 | $214.67K | 1,170,329 |
| David Aufderhaar Chief Financial Officer | Jun 17, 2026 | Option exercise | +43,895 | – | – | 1,221,932 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 17, 2026 | Option exercise | +43,895 | – | – | 1,129,004 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 17, 2026 | Tax withholding | −37,010 | $4.16 | $153.96K | 1,091,994 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −50,000 | $4.14 | $207.00K | 1,105,109 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 16, 2026 | Option exercise | +50,000 | $2.48 | $124.00K | 1,155,109 |
| Anthony Bacos Chief Prod/Technology Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −20,000 | $4.17 | $83.40K | 1,085,109 |
| Casey O'Connor Chief Legal Officer | Apr 10, 2026 | Sale(10b5-1 plan) | −60,000 | $3.08 | $184.80K | 480,334 |
| David Aufderhaar Chief Financial Officer | Apr 7, 2026 | Sale(10b5-1 plan) | −65,709 | $3.09 | $203.04K | 1,178,037 |
| David Aufderhaar Chief Financial Officer | Mar 18, 2026 | Option exercise | +43,895 | – | – | 1,295,757 |
| David Aufderhaar Chief Financial Officer | Mar 18, 2026 | Tax withholding | −52,011 | $3.19 | $165.92K | 1,243,746 |
| Anthony Bacos Chief Prod/Technology Officer | Mar 18, 2026 | Option exercise | +43,895 | – | – | 1,142,933 |
| Anthony Bacos Chief Prod/Technology Officer | Mar 18, 2026 | Tax withholding | −37,824 | $3.19 | $120.66K | 1,105,109 |
| Matt Baer Chief Executive Officer, Director | Mar 18, 2026 | Option exercise | +61,454 | – | – | 2,133,698 |
| Matt Baer Chief Executive Officer, Director | Mar 18, 2026 | Tax withholding | −77,818 | $3.19 | $248.24K | 2,055,880 |
| Casey O'Connor Chief Legal Officer | Mar 18, 2026 | Tax withholding | −27,021 | $3.19 | $86.20K | 540,334 |
| Casey O'Connor Chief Legal Officer | Mar 18, 2026 | Option exercise | +25,284 | – | – | 567,355 |
| Katrina Lake Director | Feb 2, 2026 | Sale(10b5-1 plan) | −8,835 | $5.01 | $44.26K | 0 |
| Katrina Lake Director | Feb 2, 2026 | Conversion | +8,835 | – | – | 8,835 |
| Casey O'Connor Chief Legal Officer | Jan 27, 2026 | Option exercise | +19,347 | $3.80 | $73.52K | 561,418 |
| Casey O'Connor Chief Legal Officer | Jan 27, 2026 | Sale(10b5-1 plan) | −19,347 | $5.68 | $109.89K | 542,071 |
| Casey O'Connor Chief Legal Officer | Jan 22, 2026 | Option exercise | +41,259 | $3.80 | $156.78K | 583,330 |
| Casey O'Connor Chief Legal Officer | Jan 22, 2026 | Sale(10b5-1 plan) | −41,259 | $5.34 | $220.32K | 542,071 |
| Casey O'Connor Chief Legal Officer | Jan 21, 2026 | Option exercise | +13,852 | $3.80 | $52.64K | 555,923 |
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 |
|---|---|---|---|---|---|
| Anthony Bacos Former Affiliate | Oct 7, 2026 | 50,000 | $132.65K | Oct 7, 2026 | RSU / PSU |
| Anthony Bacos Former Affiliate | Oct 1, 2026 | 50,000 | $132.50K | Oct 1, 2026 | RSU / PSU |
| Anthony Bacos Former Affiliate | Sep 21, 2026 | 40,708 | $115.61K | Sep 21, 2026 | RSU / PSU |
| Anthony Bacos Former Affiliate | Sep 14, 2026 | 10,000 | $29.50K | Sep 14, 2026 | RSU / PSU |
| Anthony Bacos Former Affiliate | Sep 8, 2026 | 31,126 | $93.93K | Sep 8, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Former Affiliate | Aug 31, 2026 | 70,000 | $216.83K | Aug 31, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Former Affiliate | Aug 24, 2026 | 70,000 | $231.94K | Aug 24, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Former Affiliate | Aug 17, 2026 | 70,000 | $242.47K | Aug 17, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Former Affiliate | Aug 10, 2026 | 70,000 | $284.01K | Aug 10, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Officer | Aug 3, 2026 | 70,000 | $286.07K | Aug 3, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Officer | Jul 27, 2026 | 70,000 | $263.48K | Jul 27, 2026 | Employee Stock Option Exercise |
| Anthony Bacos Officer | Jul 20, 2026 | 70,000 | $265.08K | Jul 20, 2026 | Employee Stock Option Exercise |
| Casey O'Connor Officer | Jul 16, 2026 | 50,000 | $196.56K | Jul 16, 2026 | PSU / RSU |
| Anthony Bacos Officer | Jul 13, 2026 | 70,000 | $253.14K | Jul 13, 2026 | Employee Stock Option Exercise |
| David Aufderhaar Officer | Jul 6, 2026 | 67,960 | $257.43K | Jul 6, 2026 | Restricted Stock Lapse |