Stitch Fix, Inc. (SFIX) shareholders
SFIXNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends July 31
Financials through Q4 FY2026, quarter ended Aug 1, 2026Last filing: 10-K on Sep 24, 2026Score 9/3072% above fair value
$2.84+0.02 (+0.71%)
Close on Nov 13, 2026Market cap $379.43MP/E –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 |
|---|---|---|---|---|
| Disciplined Growth Investors Inc /Mn | 18,910,052 | 16.00% | 13G (passive) amendment | Jun 30, 2026 |
| Working Capital Management Pte. Ltd. Joint filing with Working Capital Advisors (UK) Ltd. (9.40%), Hsiang-Tze Kenneth Chan (9.40%) and 1 more | 10,608,822 | 9.40% | 13G (passive) amendment | Jun 10, 2025 |
| Katrina Lake Joint filing with Katrina M. Lake Revocable Trust dated May 23, 2016 (7.30%) | 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. Joint filing with Working Capital Advisors (UK) Ltd. (6.90%), Working Capital Management Pte. Ltd. (6.90%) and 1 more | 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 Joint filing with Renaissance Technologies Holdings Corporation (5.08%) | 6,003,658 | 5.08% | 13G (passive) | Jun 5, 2026 |
| Renaissance Technologies Holdings Corporation Joint filing with Renaissance Technologies LLC (5.43%) | 5,670,600 | 5.43% | 13G (passive) | Jul 23, 2024 |
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)
177 funds held SFIX in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 3,020,945 | 2.26% | Oct 22, 2026 |
| Casey O'Connor | Chief Legal Officer | 695,570 | 0.52% | Oct 22, 2026 |
| David Aufderhaar | Chief Financial Officer | 1,546,562 | 1.16% | Oct 22, 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 | 2,301,044 | 1.72% | 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 |
|---|---|---|---|---|---|---|
| Casey O'Connor Chief Legal Officer | Oct 20, 2026 | Award | +266,667 | – | – | 695,570 |
| David Aufderhaar Chief Financial Officer | Oct 20, 2026 | Award | +462,963 | – | – | 1,546,562 |
| Matt Baer Chief Executive Officer, Director | Oct 20, 2026 | Award | +1,064,815 | – | – | 3,020,945 |
| 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 |
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
13.05%
15M shares short
Days to cover
8.0
At 2M shares a day
Change since last report
+0.2%
From 15M shares
Short volume, 20 days
46.1%
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 Stitch Fix's stock actually held short. Settlement fails (shares not delivered on time) peaked at 62,138 shares on Oct 14, 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 |
|---|---|---|---|---|---|
| Anthony Bacos Former Affiliate | Oct 20, 2026 | 69,292 | $189.18K | Oct 20, 2026 | Restricted Stock Lapse |
| 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 |
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