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
2021
Q2 		– Sell
-50,000
Closed -$2.48M – 2306
2021
Q1 		$2.48M Buy
+50,000
New +$3.52M 0.01% 955
2019
Q3 		– Sell
-106,000
Closed -$3.34M – 1529
2019
Q2 		$3.34M Buy
+106,000
New +$2.84M 0.02% 726
2018
Q4 		– Sell
-100,000
Closed -$4.71M – 1718
2018
Q3 		$4.71M Buy
+100,000
New +$3.64M 0.02% 717

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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 $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's SFIX Position: Q1 2026 in Review

Balyasny Asset Management increased its Stitch Fix (SFIX) stake by 145% in Q1 2026, buying an estimated $655K and bringing the position to 271,225 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Balyasny Asset Management first reported a position in SFIX in Q4 2017 and has held it in 16 quarters since. The position peaked at $12.5M in Q2 2020. 192 funds tracked by Wall St. Rank hold SFIX as of Q1 2026.

  • Balyasny Asset Management held 271,225 shares of Stitch Fix worth $898K as of Q1 2026.
  • Balyasny Asset Management bought 160,542 Stitch Fix shares in Q1 2026, an estimated $655K.
  • Stitch Fix made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2125 holding.
  • Balyasny Asset Management first reported a position in Stitch Fix in Q4 2017 and has held it in 16 quarters since.
  • Balyasny Asset Management's Stitch Fix position peaked at $12.5M in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.