SFIX — STITCH FIX INC
As of Q2 2026, 30 SEC-registered investment managers reported holding SFIX (STITCH FIX INC) in their latest 13F filings, with a combined reported value of $173.80M across 42.50M shares. That is -0.1% by share count (-30.06K shares) versus the previous quarter, while reported value moved +24.0%. Ownership is concentrated: the five largest holders account for 69.3% of reported value and the top ten for 87.3%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SFIX is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 12.12M | $49.82M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 7.96M | $41.79M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 6.00M | $24.68M | 0.03% | Add |
| AQR Capital Management history | Q2 2026 | 4.84M | $19.90M | 0.01% | Add |
| Arrowstreet Capital history | Q2 2026 | 3.19M | $13.12M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 3.15M | $12.94M | 0.00% | Add |
| Marshall Wace history | Q1 2026 | 3.05M | $10.09M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 2.03M | $8.34M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.93M | $7.92M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 1.56M | $6.43M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 1.11M | $4.55M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 982.49K | $4.04M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 913.62K | $3.75M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 842.64K | $3.46M | 0.00% | Add |
| Coatue Management history | Q2 2026 | 735.37K | $3.02M | 0.01% | Hold |
| Citadel Advisors history | Q2 2026 | 713.15K | $2.93M | 0.00% | Add |
| Maverick Capital history | Q3 2025 | 536.78K | $2.33M | 0.03% | Add |
| Invesco Ltd history | Q2 2026 | 375.06K | $1.54M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 351.62K | $1.45M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 285.20K | $1.17M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 55.04K sh · $241.08K
Fully Exited (vs previous quarter)
- Marshall Wace sold 3.05M sh · $10.09M
- Balyasny Asset Management sold 271.23K sh · $897.75K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 10.66M | 11.42M | 11.27M | 11.10M | 10.95M | 11.18M | 11.11M | 12.12M |
| Renaissance Technologies | 349.25K | 1.53M | 1.69M | 2.70M | 1.75M | 2.52M | 1.15M | 2.25M | 2.77M | 3.69M | 3.97M | 4.43M | 5.67M | 5.27M | 5.72M | 5.86M | 5.82M | 5.70M | 5.65M | 6.00M |
| AQR Capital Management | 21.63K | 37.44K | 117.69K | 127.50K | 415.35K | 581.45K | 206.22K | 127.09K | 498.87K | 664.50K | 1.31M | 703.99K | 1.17M | 1.07M | 611.95K | 404.40K | 1.12M | 1.35M | 3.55M | 4.84M |
| Arrowstreet Capital | 169.00K | — | — | — | 44.37K | 74.78K | — | — | — | — | — | — | 27.46K | 230.76K | 78.57K | 719.01K | 2.90M | 3.21M | 2.91M | 3.19M |
| Geode Capital Management | 1.10M | 1.40M | 1.29M | 1.46M | 1.38M | 1.63M | 1.73M | 1.77M | 1.96M | 2.09M | 2.18M | 2.21M | 2.29M | 2.46M | 2.44M | 2.61M | 2.53M | 2.79M | 2.89M | 3.15M |
| Charles Schwab Investment Management | 507.33K | 645.62K | 731.75K | 845.27K | 1.00M | 1.30M | 1.40M | 1.70M | 1.92M | 2.02M | 2.14M | 1.83M | 1.50M | 1.23M | 1.06M | 1.41M | 1.70M | 2.00M | 2.13M | 2.03M |
| Goldman Sachs Group | 1.24M | 780.72K | 1.21M | 1.76M | 348.52K | 1.74M | 599.33K | 357.90K | 326.34K | 464.18K | 202.33K | 311.34K | 536.78K | 1.56M | 914.12K | 1.83M | 2.12M | 3.66M | 2.08M | 1.93M |
| BNY Mellon | 236.17K | 294.71K | 291.63K | 243.92K | 272.40K | 275.57K | 283.06K | 283.83K | 277.59K | 281.50K | 262.09K | 314.62K | 240.36K | 258.30K | 278.80K | 292.70K | 1.46M | 1.65M | 1.59M | 1.56M |
| UBS Group AG | 39.17K | 46.56K | 277.50K | 402.38K | 433.86K | 558.11K | 225.67K | 365.99K | 373.38K | 416.88K | 489.17K | 381.24K | 424.12K | 1.77M | 1.78M | 893.39K | 913.56K | 653.72K | 1.41M | 1.11M |
| Northern Trust Corp | 629.77K | 801.25K | 783.03K | 766.60K | 760.82K | 742.99K | 732.29K | 746.32K | 772.95K | 793.56K | 797.21K | 737.06K | 760.75K | 876.13K | 885.08K | 870.99K | 884.30K | 839.11K | 880.89K | 982.49K |
| D. E. Shaw & Co | 2.33M | 1.87M | 3.23M | 4.10M | 2.85M | 2.88M | 2.17M | 1.38M | 1.06M | 930.36K | 371.60K | 1.31M | 704.82K | 717.75K | 181.76K | 184.23K | 289.77K | 382.46K | 306.83K | 913.62K |
| Fidelity Management & Research (FMR) | 252 | 112 | 2.27K | 4.18K | 2.96K | 11.33K | 12.25K | 161.47K | 162.53K | 153.67K | 91.45K | 2.26K | 3.38K | 2.64K | 443.98K | 463.78K | 1.54M | 681.55K | 816.06K | 842.64K |
| Coatue Management | 1.62M | 400.75K | 1.34M | 1.34M | 1.34M | — | 1.34M | 1.34M | 1.34M | 131.61K | 603.77K | 790.17K | 790.17K | — | 790.17K | 790.17K | 790.17K | — | 735.37K | 735.37K |
| Citadel Advisors | 736.98K | 1.21M | 970.98K | 1.80M | 1.90M | 2.14M | 851.82K | 1.05M | 824.69K | 2.45M | 1.53M | 583.80K | 459.79K | 1.74M | 1.96M | 838.09K | 1.13M | 355.98K | 563.31K | 713.15K |
| Invesco Ltd | 62.28K | 75.59K | 141.05K | 164.07K | 159.14K | 198.66K | 320.79K | 316.45K | 317.94K | 331.91K | 554.19K | 525.15K | 398.49K | 427.68K | 445.10K | 422.14K | 436.11K | 460.24K | 431.82K | 375.06K |
| Franklin Resources | 6.14K | — | — | — | — | — | — | 41.92K | 58.00K | 57.91K | 85.85K | 85.85K | 144.26K | 141.50K | 141.50K | 141.50K | 151.22K | 156.33K | 140.84K | 351.62K |
| Morgan Stanley | 4.67M | 2.20M | 1.39M | 1.96M | 2.07M | 2.11M | 2.15M | 1.27M | 1.74M | 3.20M | 1.75M | 1.28M | 1.20M | 2.40M | 1.67M | 1.14M | 1.82M | 2.43M | 647.20K | 285.20K |
| Millennium Management | 378.03K | 1.20M | 1.07M | 181.38K | 2.05M | 3.09M | 2.14M | 200.60K | 1.79M | 18.09K | 664.35K | 442.34K | 1.12M | 215.57K | 27.55K | 134.40K | 146.62K | 297.28K | 378.47K | 275.98K |
| Bank of America Corp | 88.15K | 145.19K | 166.08K | 213.23K | 387.64K | 428.21K | 646.71K | 210.99K | 206.10K | 252.50K | 200.31K | 121.48K | 106.01K | 115.07K | 68.26K | 143.92K | 333.29K | 552.51K | 432.39K | 215.37K |
| Two Sigma Investments | 208.29K | 1.68M | 1.66M | 1.30M | 472.00K | 494.09K | 1.01M | 1.56M | 564.41K | 1.18M | 64.31K | 227.80K | 227.60K | 911.35K | 169.47K | 168.00K | 136.37K | — | 101.20K | 156.34K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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