FIGS, Inc. (FIGS) shareholders
FIGSNYSEApparel & Other Finishd Prods of Fabrics & Similar MatlFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 17/3072% above fair value
$22.05−0.63 (-2.78%)
Close on Nov 13, 2026Market cap $3.66BP/E 58.0Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
156M of 166M shares
Institutional holders
241
49 new, 45 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $94.05M
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 |
|---|---|---|---|---|
| Ronald Baron Joint filing with Baron Capital Group, Inc (37.93%), Bamco Inc /Ny/ (33.64%) and 2 more | 59,959,449 | 37.93% | 13D (active) amendment | Mar 2, 2026 |
| Baron Capital Group, Inc Joint filing with Ronald Baron (38.04%), Bamco Inc /Ny/ (33.97%) and 2 more | 58,671,584 | 38.04% | 13D (active) amendment | Feb 27, 2025 |
| Baron Capital Group, Inc. Joint filing with Ronald Baron (18.47%), Bamco Inc /Ny/ (14.61%) and 1 more | 30,030,078 | 18.47% | 13G (passive) amendment | Sep 30, 2024 |
| Spear Catherine Eva | 19,484,976 | 11.20% | 13D (active) amendment | Nov 9, 2026 |
| Hasson Heather L. | 14,421,434 | 8.40% | 13D (active) amendment | May 9, 2026 |
| BlackRock, Inc. | 8,336,021 | 5.30% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FIGS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bamco Inc /Ny/ | 59,959,449 | 36.09% | $613.39M | – | 0.92% |
| BlackRock, Inc. | 8,543,033 | 5.14% | $87.40M | +704,162 | 0.00% |
| Driehaus Capital Management LLC | 5,161,238 | 3.11% | $52.80M | +986,981 | 0.31% |
| Vanguard Capital Management LLC | 4,671,174 | 2.81% | $47.79M | +120,501 | 0.00% |
| Vanguard Portfolio Management LLC | 4,392,854 | 2.64% | $44.94M | +298,621 | 0.00% |
| Marshall Wace, Llp | 4,335,698 | 2.61% | $44.35M | +1,119,236 | 0.04% |
| Arrowstreet Capital, Limited Partnership | 3,739,074 | 2.25% | $38.25M | −331,184 | 0.02% |
| Goldman Sachs Group Inc | 3,689,850 | 2.22% | $37.75M | +1,331,843 | 0.00% |
| Geode Capital Management, LLC | 3,641,706 | 2.19% | $37.26M | +275,240 | 0.00% |
| Dimensional Fund Advisors LP | 3,568,384 | 2.15% | $36.51M | +15,465 | 0.01% |
| Divisadero Street Capital Management, LP | 3,191,026 | 1.92% | $32.64M | −5,370 | 0.74% |
| State Street Corp | 2,641,018 | 1.59% | $27.02M | +210,905 | 0.00% |
| Two Sigma Investments, LP | 2,431,518 | 1.46% | $24.87M | −410,566 | 0.02% |
| Fuller & Thaler Asset Management, Inc. | 2,116,023 | 1.27% | $21.65M | −17,383 | 0.06% |
| Jane Street Group, LLC | 2,074,497 | 1.25% | $21.22M | +2,030,711 | 0.00% |
| Jacobs Levy Equity Management, Inc | 2,012,570 | 1.21% | $20.59M | +315,752 | 0.07% |
| Ameriprise Financial Inc | 1,922,496 | 1.16% | $19.67M | −2,043,843 | 0.00% |
| Nuveen, LLC | 1,889,545 | 1.14% | $19.33M | −341,366 | 0.00% |
| Citadel Advisors LLC | 1,805,105 | 1.09% | $18.47M | +564,962 | 0.00% |
| Renaissance Technologies LLC | 1,678,100 | 1.01% | $17.17M | +76,900 | 0.02% |
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 | 241 | 156M | 93.8% | 49 / 89 | 69 / 45 | 19M | 15M |
| Q1 2026 | 241 | 151M | 91.1% | 61 / 83 | 64 / 25 | 36M | 22M |
| Q4 2025 | 209 | 147M | 88.7% | 45 / 61 | 77 / 25 | 18M | 16M |
| Q3 2025 | 194 | 146M | 87.6% | 41 / 53 | 67 / 18 | 10M | 9M |
| Q2 2025 | 172 | 145M | 87.2% | 34 / 40 | 70 / 29 | 12M | 16M |
| Q1 2025 | 168 | 148M | 89.3% | 26 / 50 | 56 / 28 | 38M | 10M |
| Q4 2024 | 172 | 120M | 72.5% | 32 / 42 | 67 / 43 | 12M | 17M |
| Q3 2024 | 186 | 128M | 77.0% | 24 / 61 | 56 / 36 | 26M | 9M |
| Q2 2024 | 202 | 122M | 73.2% | 48 / 71 | 49 / 37 | 14M | 26M |
| Q1 2024 | 192 | 134M | 80.9% | 33 / 73 | 55 / 42 | 18M | 22M |
| Q4 2023 | 202 | 139M | 83.7% | 46 / 74 | 51 / 32 | 28M | 6M |
| Q3 2023 | 190 | 117M | 70.4% | 40 / 67 | 49 / 34 | 17M | 19M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
223 funds held FIGS in Q2 2026, 31% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FIGS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Generational Growth Fund | 12,368,569 | 7.44% | $126.53M | 6.01% | Jun 30, 2026 |
| Baron Focused Growth Fund | 10,226,106 | 6.16% | $104.61M | 1.86% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,758,703 | 1.66% | $28.22M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,475,087 | 1.49% | $25.32M | 0.03% | Jun 30, 2026 |
| LVIP Baron Growth Opportunities Fund | 2,321,134 | 1.40% | $23.75M | 3.56% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,000,581 | 1.20% | $20.47M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,822,310 | 1.10% | $18.64M | 0.02% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,380,100 | 0.83% | $14.12M | 0.23% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,148,655 | 0.69% | $11.75M | 0.02% | Jun 30, 2026 |
| Baron First Principles ETF | 1,101,246 | 0.66% | $11.27M | 2.29% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,040,226 | 0.63% | $11.13M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 893,638 | 0.54% | $9.14M | 0.06% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 807,118 | 0.49% | $9.49M | 0.02% | May 31, 2026 |
| Driehaus Small Cap Growth Fund | 756,246 | 0.46% | $7.74M | 0.48% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 749,525 | 0.45% | $8.81M | 0.04% | May 31, 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 |
|---|---|---|---|---|
| Catherine Eva Spear | Chief Executive Officer, Director, 10% owner | 7,938,229 | 4.78% | Nov 9, 2026 |
| Heather L. Hasson | Executive Chairman, Director, 10% owner | 4,182,858 | 2.52% | Nov 4, 2026 |
| Sarah Oughtred | Chief Financial Officer | 954,007 | 0.57% | Nov 12, 2026 |
| Melanie Anya Whelan | Director | 55,683 | 0.03% | Jun 3, 2026 |
| Sheila Antrum | Director | 115,663 | 0.07% | Jun 3, 2026 |
| John Martin Willhite | Director | 3,263,095 | 1.96% | Jun 3, 2026 |
| Hsiao Yueh Jao | Director | 97,719 | 0.06% | Jun 3, 2026 |
| Jeffrey A. Wilke | Director | 227,577 | 0.14% | Jun 3, 2026 |
| Mario Jesus Marte | Director | 86,046 | 0.05% | Jun 3, 2026 |
| Kenneth Jian-Hong Lin | Director | 161,705 | 0.10% | Jun 3, 2026 |
| Alan G. Lafley | Director | 188,034 | 0.11% | Dec 19, 2024 |
| Inc /Ny/ Bamco | 10% owner | 27,833,825 | 16.75% | Feb 21, 2025 |
| Thomas Tull | 10% owner | 15,093,826 | 9.08% | Jan 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sarah Oughtred Chief Financial Officer | Nov 11, 2026 | Sale | −90,000 | $21.92 | $1.97M | 954,007 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Nov 9, 2026 | Sale | −4,044,284 | $19.70 | $79.67M | 1,671,854 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Nov 9, 2026 | Tax withholding | −4,550,716 | $21.58 | $98.20M | 5,716,138 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Nov 9, 2026 | Option exercise | +900,000 | $1.37 | $1.23M | 10,266,854 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Nov 9, 2026 | Option exercise | +7,695,000 | $0.85 | $6.54M | 9,366,854 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | Nov 2, 2026 | Tax withholding | −30,141 | $21.29 | $641.70K | 1,359,899 |
| Sarah Oughtred Chief Financial Officer | Nov 2, 2026 | Tax withholding | −21,962 | $21.29 | $467.57K | 1,044,007 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Oct 1, 2026 | Tax withholding | −61,554 | $14.08 | $866.68K | 1,671,854 |
| Sarah Oughtred Chief Financial Officer | Oct 1, 2026 | Tax withholding | −22,196 | $14.08 | $312.52K | 1,065,969 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | Oct 1, 2026 | Tax withholding | −6,812 | $14.08 | $95.91K | 1,390,040 |
| Sarah Oughtred Chief Financial Officer | Aug 5, 2026 | Tax withholding | −21,962 | $10.92 | $239.83K | 1,088,165 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | Aug 5, 2026 | Tax withholding | −30,142 | $10.92 | $329.15K | 1,396,852 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | Jul 1, 2026 | Tax withholding | −6,813 | $10.05 | $68.47K | 1,426,994 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Jul 1, 2026 | Tax withholding | −61,556 | $10.05 | $618.64K | 1,733,408 |
| Sarah Oughtred Chief Financial Officer | Jul 1, 2026 | Tax withholding | −22,197 | $10.05 | $223.08K | 1,110,127 |
| Jeffrey A. Wilke Director | Jun 3, 2026 | Award | +15,456 | – | – | 227,577 |
| Hsiao Yueh Jao Director | Jun 3, 2026 | Award | +15,456 | – | – | 97,719 |
| Sheila Antrum Director | Jun 3, 2026 | Award | +15,456 | – | – | 115,663 |
| Mario Jesus Marte Director | Jun 3, 2026 | Award | +15,456 | – | – | 86,046 |
| Kenneth Jian-Hong Lin Director | Jun 3, 2026 | Award | +15,456 | – | – | 161,705 |
| Melanie Anya Whelan Director | Jun 3, 2026 | Award | +15,456 | – | – | 55,683 |
| John Martin Willhite Director | Jun 3, 2026 | Award | +15,456 | – | – | 3,263,095 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | May 4, 2026 | Sale(10b5-1 plan) | −32,385 | $14.33 | $464.08K | 1,433,807 |
| Sarah Oughtred Chief Financial Officer | May 4, 2026 | Sale(10b5-1 plan) | −23,597 | $14.33 | $338.15K | 1,129,791 |
| Sarah Oughtred Chief Financial Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −10,872 | $14.44 | $156.99K | 1,153,388 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Apr 2, 2026 | Sale(10b5-1 plan) | −62,335 | $14.44 | $900.12K | 1,794,964 |
| Heather L. Hasson Executive Chairman, Director, 10% owner | Mar 3, 2026 | Award | +214,225 | – | – | 1,466,192 |
| Sarah Oughtred Chief Financial Officer | Mar 3, 2026 | Award | +342,760 | – | – | 1,164,260 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Mar 3, 2026 | Sale | −556,327 | $16.85 | $9.37M | 1,251,967 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Mar 2, 2026 | Option exercise | +313,336 | $0.85 | $266.34K | 1,565,303 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Mar 2, 2026 | Option exercise | +900,000 | $1.37 | $1.23M | 2,465,303 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Mar 2, 2026 | Tax withholding | −657,009 | $17.12 | $11.25M | 1,808,294 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Feb 5, 2026 | Sale(10b5-1 plan) | −22,874 | $10.56 | $241.55K | 1,251,967 |
| Sarah Oughtred Chief Financial Officer | Feb 5, 2026 | Sale(10b5-1 plan) | −22,690 | $10.56 | $239.61K | 821,500 |
| Sarah Oughtred Chief Financial Officer | Jan 7, 2026 | Sale(10b5-1 plan) | −10,515 | $11.50 | $120.92K | 834,830 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Jan 6, 2026 | Sale(10b5-1 plan) | −49,734 | $11.38 | $565.97K | 1,857,299 |
| Sarah Oughtred Chief Financial Officer | Nov 4, 2025 | Sale(10b5-1 plan) | −22,745 | $7.39 | $168.09K | 845,345 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Nov 4, 2025 | Sale(10b5-1 plan) | −23,356 | $7.39 | $172.60K | 1,274,841 |
| Sarah Oughtred Chief Financial Officer | Oct 3, 2025 | Sale(10b5-1 plan) | −9,968 | $7.36 | $73.36K | 868,090 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Oct 2, 2025 | Sale(10b5-1 plan) | −62,213 | $6.88 | $428.03K | 1,907,033 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Aug 13, 2025 | Sale(10b5-1 plan) | −65,866 | $6.88 | $453.16K | 1,969,246 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Aug 12, 2025 | Award | +947,868 | – | – | 1,298,197 |
| Sarah Oughtred Chief Financial Officer | Aug 4, 2025 | Sale(10b5-1 plan) | −99,834 | $6.19 | $617.97K | 878,058 |
| Kenneth Jian-Hong Lin Director | Jun 4, 2025 | Award | +29,412 | – | – | 146,249 |
| Jeffrey A. Wilke Director | Jun 4, 2025 | Award | +29,412 | – | – | 212,121 |
| John Martin Willhite Director | Jun 4, 2025 | Award | +29,412 | – | – | 3,247,639 |
| Mario Jesus Marte Director | Jun 4, 2025 | Award | +29,412 | – | – | 70,590 |
| Sheila Antrum Director | Jun 4, 2025 | Award | +29,412 | – | – | 100,207 |
| Hsiao Yueh Jao Director | Jun 4, 2025 | Award | +29,412 | – | – | 82,263 |
| Melanie Anya Whelan Director | Jun 4, 2025 | Award | +29,412 | – | – | 40,227 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Jun 3, 2025 | Sale(10b5-1 plan) | −1,961 | $4.45 | $8.73K | 350,329 |
| Hsiao Yueh Jao Director | Apr 1, 2025 | Award | +5,923 | – | – | 52,851 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Mar 10, 2025 | Sale(10b5-1 plan) | −1,931 | $4.83 | $9.33K | 352,290 |
| Sarah Oughtred Chief Financial Officer | Mar 4, 2025 | Award | +321,077 | – | – | 977,892 |
| Catherine Eva Spear Chief Executive Officer, Director, 10% owner | Mar 4, 2025 | Award | +847,458 | – | – | 2,035,112 |
| Inc /Ny/ Bamco 10% owner | Feb 20, 2025 | Conversion | +8,793,826 | $6.25 | $54.96M | 27,833,825 |
| Thomas Tull 10% owner | Jan 11, 2025 | Option exercise | −19,039,999 | $6.25 | $119.00M | 6,675,631 |
| Heather L. Hasson Executive Chair, Director, 10% owner | Jan 6, 2025 | Sale(10b5-1 plan) | −26,855 | $5.96 | $160.06K | 354,221 |
| Melanie Anya Whelan Director | Jan 2, 2025 | Award | +10,815 | – | – | 10,815 |
| Alan G. Lafley Director | Dec 17, 2024 | Gift | −768,384 | – | – | 141,165 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
87.85%
19M shares short
Days to cover
5.7
At 3M shares a day
Change since last report
-3.7%
From 20M shares
Short volume, 20 days
53.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of FIGS's stock actually held short. Settlement fails (shares not delivered on time) peaked at 57,262 shares on Aug 31, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sarah Oughtred Officer | Nov 10, 2026 | 90,000 | $2.02M | Nov 11, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Catherine Eva Spear Director, Officer, 10% Stockholder | Nov 9, 2026 | 4,044,284 | $79.67M | Nov 9, 2026 | Exercise of employee stock options |
| Sarah Oughtred Officer | May 4, 2026 | 23,597 | $338.24K | May 4, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Heather L. Hasson Director, Officer, 10% Stockholder | May 4, 2026 | 32,385 | $464.20K | May 4, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Catherine Eva Spear Director, Officer, 10% Stockholder | Apr 2, 2026 | 62,335 | $900.05K | Apr 2, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Sarah Oughtred Officer | Apr 2, 2026 | 10,872 | $156.98K | Apr 2, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Heather L. Hasson Director, Officer, 10% Stockholder | Mar 3, 2026 | 556,327 | $9.38M | Mar 3, 2026 | Exercise of employee stock options |
| Sarah Oughtred Officer | Feb 5, 2026 | 22,690 | $239.61K | Feb 5, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Heather L. Hasson Director, Officer, 10% Stockholder | Feb 5, 2026 | 22,874 | $241.55K | Feb 5, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Sarah Oughtred Officer | Jan 7, 2026 | 10,515 | $120.93K | Jan 7, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Catherine Eva Spear Director, Officer, 10% Stockholder | Jan 6, 2026 | 47,734 | $565.92K | Jan 6, 2026 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Sarah Oughtred Officer | Nov 4, 2025 | 22,745 | $168.02K | Nov 4, 2025 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Heather L. Hasson Director, Officer, 10% Stockholder | Nov 4, 2025 | 23,356 | $172.53K | Nov 4, 2025 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Sarah Oughtred Officer | Oct 3, 2025 | 9,968 | $73.36K | Oct 3, 2025 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
| Catherine Eva Spear Director, Officer, 10% Stockholder | Oct 2, 2025 | 62,213 | $428.08K | Oct 2, 2025 | Shares acquired upon vesting of Restricted Stock Units awarded under the Issuer's 2021 Equity Incentive Award Plan. |
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