Stitch Fix, Inc.: which funds bought and sold

Institutions that bought and sold Stitch Fix shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 106 institutions that filed 13F reports for both quarters added to or opened positions in Stitch Fix, and 71 cut or closed them. Together they sold a net 4.0M shares, −3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 475K shares (−1.1%); index fund managers were net buyers of 2.0M shares (+6.9%). 25 opened a new position and 26 sold out entirely.

Bought, Q2 2026 106 institutions, 25 of them new holders Sold, Q2 2026 71 institutions, 26 of them sold out

Net change, all compared −4.0M shares (−3.7%)

Net change, active managers −475K shares (−1.1%), 21 bought, 12 sold

Buyers versus sellers

institutions compared, 212

106 bought 35 71 sold

Active managers and hedge funds 21 bought · 12 sold · −475K

Index fund managers 9 bought · 2 sold · +2.0M

Other institutions 76 bought · 57 sold · −5.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.3M +36.4%	4.8M	$19.9M
Blackrock, Inc. Index funds	+1.0M +9.1%	12.1M	$49.8M
Nuveen, LLC	+992K +377.1%	1.3M	$5.2M
Quinn Opportunity Partners LLC	+705K +1292.2%	760K	$3.1M
D. E. Shaw & Co., Inc. Hedge fund	+607K +197.8%	914K	$3.8M
Archon Capital Management LLC	+511K +20.4%	3.0M	$12.4M
Renaissance Technologies LLC Hedge fund	+358K +6.3%	6.0M	$24.7M
State Street Corp Index funds	+322K +10.1%	3.5M	$14.4M
Armistice Capital, LLC Hedge fund	+315K +840.2%	353K	$1.4M
Arrowstreet Capital, Limited Partnership Hedge fund	+287K +9.9%	3.2M	$13.1M
Geode Capital Management, LLC Index funds	+260K +9.0%	3.1M	$12.9M
Los Angeles Capital Management LLC Active manager	+241K +76.8%	554K	$2.3M
Franklin Resources Inc Active manager	+211K +149.7%	352K	$1.4M
Vanguard Portfolio Management LLC Index funds	+181K +6.3%	3.0M	$12.5M
Disciplined Growth Investors Inc Active manager	+172K +0.9%	18.9M	$77.7M
Vanguard Capital Management LLC Index funds	+169K +3.5%	5.0M	$20.4M
Xtx Topco Ltd	+162K +117.2%	301K	$1.2M
Focus Partners Wealth	+152K +14.0%	1.2M	$5.1M
Citadel Advisors LLC Hedge fund	+132K +553.7%	156K	$639,722
Ieq Capital, LLC	+129K +48.8%	394K	$1.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.3M +36.4%	4.8M	$19.9M
D. E. Shaw & Co., Inc. Hedge fund	+607K +197.8%	914K	$3.8M
Renaissance Technologies LLC Hedge fund	+358K +6.3%	6.0M	$24.7M
Armistice Capital, LLC Hedge fund	+315K +840.2%	353K	$1.4M
Arrowstreet Capital, Limited Partnership Hedge fund	+287K +9.9%	3.2M	$13.1M
Los Angeles Capital Management LLC Active manager	+241K +76.8%	554K	$2.3M
Franklin Resources Inc Active manager	+211K +149.7%	352K	$1.4M
Disciplined Growth Investors Inc Active manager	+172K +0.9%	18.9M	$77.7M
Citadel Advisors LLC Hedge fund	+132K +553.7%	156K	$639,722
Winton Group Ltd Hedge fund	+64K New position	64K	$263,451

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−3.0M Sold out	0	—
Working Capital Advisors (UK) Ltd.	−2.9M −26.2%	8.2M	$33.5M
Fund 1 Investments, LLC	−2.0M Sold out	0	—
Ameriprise Financial Inc	−1.3M −81.1%	297K	$1.2M
HRT Financial LP	−1.0M Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−527K −31.0%	1.2M	$4.8M
Morgan Stanley	−362K −55.9%	285K	$1.2M
UBS Group AG	−302K −21.4%	1.1M	$4.6M
Balyasny Asset Management L.P. Hedge fund	−271K Sold out	0	—
Jane Street Group, LLC	−266K −38.4%	426K	$1.8M
BNP Paribas Financial Markets	−220K −73.4%	80K	$328,081
Bank Of America Corp	−217K −50.2%	215K	$885,154
Goldman Sachs Group Inc	−150K −7.2%	1.9M	$7.9M
Connor, Clark & Lunn Investment Management Ltd.	−145K −24.9%	437K	$1.8M
Tudor Investment Corp Et Al Hedge fund	−128K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−124K Sold out	0	—
Landscape Capital Management, L.L.C.	−108K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−103K −4.8%	2.0M	$8.3M
Millennium Management LLC Hedge fund	−102K −27.1%	276K	$1.1M
Man Group PLC Hedge fund	−98K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−3.0M Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−527K −31.0%	1.2M	$4.8M
Balyasny Asset Management L.P. Hedge fund	−271K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−128K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−124K Sold out	0	—
Millennium Management LLC Hedge fund	−102K −27.1%	276K	$1.1M
Man Group PLC Hedge fund	−98K Sold out	0	—
Acadian Asset Management LLC Active manager	−57K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−55K −2.5%	2.2M	$9M
Centiva Capital, LP Hedge fund	−24K −40.5%	36K	$147,874

New positions

largest by value

Institution	Shares	Value June 30, 2026
Winton Group LtdHedge fund	64K	$263,451
Bailard, Inc.	48K	$197,280
Simplicity Wealth,Llc	48K	$195,895
Corient Private Wealth LP	37K	$154,089
Brevan Howard Capital Management LPHedge fund	30K	$122,067
Aquatic Capital Management LLC	29K	$119,597
Axq Capital, LP	26K	$108,101
Drw Securities, LLC	21K	$88,052
Worth Venture Partners, LLC	20K	$80,556
R Squared Ltd	16K	$66,224

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Marshall Wace, LLPHedge fund	3.0M	$10.1M
Fund 1 Investments, LLC	2.0M	$6.5M
HRT Financial LP	1.0M	$3.5M
Balyasny Asset Management L.P.Hedge fund	271K	$897,755
Tudor Investment Corp Et AlHedge fund	128K	$424,385
Engineers Gate Manager LPHedge fund	124K	$411,771
Landscape Capital Management, L.L.C.	108K	$356,726
Man Group PLCHedge fund	98K	$323,010
Susquehanna Portfolio Strategies, LLC	81K	$269,533
Acadian Asset Management LLCActive manager	57K	$188,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 186
Ten largest holders: 65.3%
Index fund managers: 29.6%
Active managers and hedge funds: 40.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	21	12	4	7	−475K	−1.1%
Index fund managers	9	2	0	0	+2.0M	+6.9%
Other institutions	76	57	21	19	−5.5M	−14.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Stitch Fix.

Only managers that filed a holdings report for both quarters are compared (212 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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