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SFIX in the 13F filings

Stitch Fix Inc · CUSIP 860897107

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
15 May 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
15,012,384
combined, among listed positions
Reported value
$79m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,064,567.

Managers listing SFIX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Renaissance Technologies LLC5,702,058$30munder 0.1%Trimmed-120,90012 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP3,208,729$17munder 0.1%Added+311,55813 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,349,524$7.1munder 0.1%Added+232,78517 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP795,337$4.2munder 0.1%Trimmed-1,777,03513 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)681,555$3.6munder 0.1%Trimmed-859,31217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC517,477$2.7munder 0.1%Trimmed-78,07712 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC464,721$2.4munder 0.1%Added+361,92013 Feb 2026 (the filing on sec.gov)
Invesco Ltd460,236$2.4munder 0.1%Added+24,12419 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.382,461$2.0munder 0.1%Added+92,69417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC297,276$1.6munder 0.1%Added+150,65317 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC213,770$1.1munder 0.1%Trimmed-84,74410 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP170,607$896kunder 0.1%Added+126,27317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc147,034$772kunder 0.1%Added+6,84117 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP144,400$758kunder 0.1%Added+54,40017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP123,048$646kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC110,683$581kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP98,835$519kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC54,593$287kunder 0.1%Added+49,73713 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp26,198$138kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC22,979$121kunder 0.1%Trimmed-783,04817 Feb 2026 (the filing on sec.gov)
Man Group PLC21,883$115kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP18,980$100kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

035810201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SFIX by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20173$73mn.a.n.a.
Q1 20183$83mn.a.n.a.
Q2 20185$163mn.a.n.a.
Q3 20186$256mn.a.n.a.
Q4 20187$130mn.a.n.a.
Q1 20198$177mn.a.n.a.
Q2 20198$281mn.a.n.a.
Q3 20193$142mn.a.n.a.
Q4 20195$224mn.a.n.a.
Q1 20205$79mn.a.n.a.
Q2 20206$170mn.a.n.a.
Q3 20203$146mn.a.n.a.
Q4 20208$618mn.a.n.a.
Q1 20219$563mn.a.n.a.
Q2 20217$643mn.a.n.a.
Q3 20216$212mn.a.n.a.
Q4 20216$38mn.a.n.a.
Q1 20224$43mn.a.n.a.
Q2 20222$6.8mn.a.n.a.
Q3 20222$5.4mn.a.n.a.
Q4 20222$238kn.a.n.a.
Q1 20232$7.0mn.a.n.a.
Q2 20231$5.2mn.a.n.a.
Q3 20231$4.6mn.a.n.a.
Q4 20231$470k01
Q1 20241$1.6m10
Q2 20241$3.3m10
Q3 20241$2.2m00
Q1 20251$2.6m10
Q2 20252$4.4m10
Q3 20252$5.8m10
Q4 20251$30m1512
Q1 20261$2.4m139
Q2 20261$3.0m129

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SFIX and GOOGL →SFIX and AMZN →SFIX and GOOG →Choose a stock to compare with SFIX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SFIX, latest filings →Back to the 13F Explorer →