Stitch Fix Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SFIX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Jun 24	SellUS$112,104	Sarah Barkema	Individual		30,000	US$3.74
14 Mar 24	SellUS$36,542	Sarah Barkema	Individual		16,311	US$2.24

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SFIX?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	6,563,089	5.17%
General Public	9,989,752	7.88%
Hedge Funds	11,979,753	9.44%
Individual Insiders	16,755,789	13.2%
Institutions	81,554,406	64.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 7.6%.

Top Shareholders

Top 25 shareholders own 80.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.8%	Disciplined Growth Investors, Inc.	13,734,485	US$57.0m	48.1%	1.09%
9.44%	Working Capital Advisors (UK) Limited	11,979,753	US$49.7m	0%	21.89%
8.4%	BlackRock, Inc.	10,658,388	US$44.2m	3.3%	no data
6.56%	Katrina M. Lake	8,318,093	US$34.5m	-8.02%	no data
5.17%	Baseline Ventures Associates, LLC	6,563,089	US$27.2m	0%	98.09%
4.83%	Divisar Capital Management, LLC	6,124,520	US$25.4m	4.15%	4.37%
4.74%	The Vanguard Group, Inc.	6,011,546	US$24.9m	3.94%	no data
4.47%	Renaissance Technologies LLC	5,670,600	US$23.5m	27.9%	0.03%
3.62%	Benchmark	4,587,821	US$19.0m	0.7%	10.06%
2.66%	Hodges Capital Management Inc	3,375,200	US$14.0m	34.4%	0.89%
2.53%	Potrero Capital Research, LLC	3,208,933	US$13.3m	-28.8%	4.13%
2.18%	Steven Anderson	2,762,477	US$11.5m	-48%	no data
1.81%	Geode Capital Management, LLC	2,294,925	US$9.5m	3.76%	no data
1.75%	John Gurley	2,219,133	US$9.2m	0%	no data
1.73%	Dimensional Fund Advisors LP	2,193,117	US$9.1m	7.35%	no data
1.36%	State Street Global Advisors, Inc.	1,728,529	US$7.2m	-0.37%	no data
1.35%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,707,092	US$7.1m	-1%	no data
1.18%	Charles Schwab Investment Management, Inc.	1,497,360	US$6.2m	-18.3%	no data
1.15%	Matthew Baer	1,457,313	US$6.0m	54%	no data
0.92%	AQR Capital Management, LLC	1,164,151	US$4.8m	66.1%	0.01%
0.88%	Millennium Management LLC	1,116,436	US$4.6m	152%	no data
0.82%	Morgan Stanley, Investment Banking and Brokerage Investments	1,035,843	US$4.3m	-6.96%	no data
0.81%	David Aufderhaar	1,022,660	US$4.2m	56.2%	no data
0.8%	Jacobs Levy Equity Management Inc	1,014,922	US$4.2m	0%	0.02%
0.68%	Pleasant Lake Partners LLC	867,968	US$3.6m	-54%	0.52%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 15:02
End of Day Share Price	2024/12/30 00:00
Earnings	2024/11/02
Annual Earnings	2024/08/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Stitch Fix, Inc. is covered by 28 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Trevor Young	Barclays
Ross Sandler	Barclays
Simeon Siegel	BMO Capital Markets Equity Research