Coatue Management’s Stitch Fix SFIX Stock Holding History

Coatue 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	$3.02M	Hold	735,373	–	–	0.01%	59
2026 Q1	$2.43M	Buy	+735,373	New	+$3M	0.01%	57
2025 Q4	–	Sell	-790,167	Closed	-$3.44M	–	75
2025 Q3	$3.44M	Hold	790,167	–	–	0.01%	66
2025 Q2	$2.92M	Hold	790,167	–	–	0.01%	63
2025 Q1	$2.57M	Buy	+790,167	New	+$3.6M	0.01%	62
2024 Q4	–	Sell	-790,167	Closed	-$2.23M	–	93
2024 Q3	$2.23M	Hold	790,167	–	–	0.01%	75
2024 Q2	$3.28M	Buy	790,167 +186,400	+31%	+$505K	0.01%	64
2024 Q1	$1.59M	Buy	603,767 +472,161	+359%	+$1.45M	0.01%	88
2023 Q4	$470K	Sell	131,606 -1,211,204	-90%	-$4.27M	﹤0.01%	99
2023 Q3	$4.63M	Hold	1,342,810	–	–	0.02%	78
2023 Q2	$5.17M	Hold	1,342,810	–	–	0.03%	82
2023 Q1	$6.86M	Buy	+1,342,810	New	+$6.29M	0.05%	64
2022 Q4	–	Sell	-1,342,810	Closed	-$5.3M	–	89
2022 Q3	$5.3M	Hold	1,342,810	–	–	0.06%	73
2022 Q2	$6.63M	Hold	1,342,810	–	–	0.08%	72
2022 Q1	$13.5M	Buy	1,342,810 +942,060	+235%	+$13M	0.1%	46
2021 Q4	$7.58M	Sell	400,750 -1,222,950	-75%	-$35M	0.03%	75
2021 Q3	$64.9M	Hold	1,623,700	–	–	0.26%	53
2021 Q2	$97.9M	Hold	1,623,700	–	–	0.38%	43
2021 Q1	$80.4M	Sell	1,623,700 -115,829	-7%	-$8.16M	0.44%	36
2020 Q4	$102M	Buy	+1,739,529	New	+$74.4M	0.38%	44
2020 Q3	–	Sell	-937,829	Closed	-$23.4M	–	97
2020 Q2	$23.4M	Buy	937,829 +2,403	+0.3%	+$47.4K	0.21%	41
2020 Q1	$11.9M	Sell	935,426 -159,263	-15%	-$3.45M	0.15%	41
2019 Q4	$28.1M	Buy	+1,094,689	New	+$25.4M	0.22%	37
2019 Q1	–	Sell	-14,408	Closed	-$246K	–	137
2018 Q4	$246K	Buy	+14,408	New	+$357K	﹤0.01%	98

Other funds holding SFIX

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Coatue Management's SFIX Position: Q2 2026 in Review

Coatue Management held its Stitch Fix (SFIX) position steady in Q2 2026 at 735,373 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #59.

Coatue Management first reported a position in SFIX in Q4 2018 and has held it in 24 quarters since. The position peaked at $102M in Q4 2020. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

Coatue Management held 735,373 shares of Stitch Fix worth $3.02M as of Q2 2026.
Coatue Management left its Stitch Fix share count unchanged in Q2 2026.
Stitch Fix made up 0.01% of Coatue Management's portfolio in Q2 2026, its #59 holding.
Coatue Management first reported a position in Stitch Fix in Q4 2018 and has held it in 24 quarters since.
Coatue Management's Stitch Fix position peaked at $102M in Q4 2020.
187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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