Balyasny Asset Management
SFIX

Balyasny Asset Management’s Stitch Fix SFIX Stock Holding History

Balyasny Asset Management’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-271,225
Closed -$898K – 3450
2026
Q1 		$898K Buy
271,225
+160,542
+145% +$655K ﹤0.01% 2125
2025
Q4 		$581K Buy
+110,683
New +$505K ﹤0.01% 2460
2025
Q3 		– Sell
-757,433
Closed -$2.8M – 3414
2025
Q2 		$2.8M Buy
+757,433
New +$2.84M ﹤0.01% 1561
2025
Q1 		– Sell
-129,073
Closed -$556K – 3232
2024
Q4 		$556K Buy
129,073
+91,127
+240% +$336K ﹤0.01% 2162
2024
Q3 		$107K Buy
+37,946
New +$148K ﹤0.01% 2629
2023
Q2 		– Sell
-1,478,905
Closed -$7.56M – 2742
2023
Q1 		$7.56M Buy
+1,478,905
New +$6.93M 0.02% 899
2022
Q3 		– Sell
-700,078
Closed -$3.46M – 3220
2022
Q2 		$3.46M Buy
700,078
+600,078
+600% +$5.02M 0.01% 1106
2022
Q1 		$1.01M Buy
+100,000
New +$1.38M ﹤0.01% 1624
2021
Q4 		– Sell
-213,028
Closed -$8.51M – 2554
2021
Q3 		$8.51M Buy
+213,028
New +$9.96M 0.04% 638
2021
Q2 		– Sell
-49,383
Closed -$2.45M – 2307
2021
Q1 		$2.45M Buy
+49,383
New +$3.48M 0.01% 960
2020
Q3 		– Sell
-500,729
Closed -$12.5M – 1559
2020
Q2 		$12.5M Buy
+500,729
New +$9.88M 0.11% 288
2020
Q1 		– Sell
-64,844
Closed -$1.66M – 1483
2019
Q4 		$1.66M Buy
+64,844
New +$1.51M 0.01% 790
2019
Q2 		– Sell
-10,574
Closed -$284K – 1705
2019
Q1 		$299K Buy
+10,574
New +$263K ﹤0.01% 1303
2018
Q4 		– Sell
-34,249
Closed -$1.5M – 1719
2018
Q3 		$1.5M Sell
34,249
-3,836
-10% -$140K 0.01% 1075
2018
Q2 		$1.04M Buy
+38,085
New +$863K ﹤0.01% 1116
2018
Q1 		– Sell
-100,000
Closed -$2.58M – 2272
2017
Q4 		$2.58M Buy
+100,000
New +$2.28M 0.01% 1067

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management's SFIX Position: Q2 2026 in Review

Balyasny Asset Management sold out of Stitch Fix (SFIX) in Q2 2026, closing a stake of 271,225 shares — an estimated $898K sold.

Balyasny Asset Management first reported a position in SFIX in Q4 2017 and held it in 16 quarters. The position peaked at $12.5M in Q2 2020. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

  • Balyasny Asset Management reported no remaining Stitch Fix position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 271,225 Stitch Fix shares in Q2 2026, an estimated $898K.
  • Balyasny Asset Management first reported a position in Stitch Fix in Q4 2017 and held it in 16 quarters.
  • Balyasny Asset Management's Stitch Fix position peaked at $12.5M in Q2 2020.
  • 187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.