CAM
SFIX

Contour Asset Management’s Stitch Fix SFIX Stock Holding History

Contour 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
-292,101
Closed -$14.5M – 34
2021
Q1 		$14.5M Sell
292,101
-2,328,049
-89% -$164M 0.77% 23
2020
Q4 		$154M Buy
2,620,150
+509,589
+24% +$21.8M 5.66% 3
2020
Q3 		$57.3M Buy
2,110,561
+468,789
+29% +$12M 2.33% 21
2020
Q2 		$40.9M Buy
1,641,772
+914,808
+126% +$18.1M 2.01% 24
2020
Q1 		$9.23M Sell
726,964
-1,106,048
-60% -$24M 0.6% 34
2019
Q4 		$47M Sell
1,833,012
-1,108,503
-38% -$25.8M 2.45% 20
2019
Q3 		$56.6M Buy
2,941,515
+948,566
+48% +$22M 4.59% 9
2019
Q2 		$63.8M Buy
+1,992,949
New +$53.5M 4.25% 9

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Contour Asset Management's SFIX Position: Q2 2021 in Review

Contour Asset Management sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 292,101 shares — an estimated $14.5M sold.

Contour Asset Management first reported a position in SFIX in Q2 2019 and held it in 8 quarters. The position peaked at $154M in Q4 2020. 283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • Contour Asset Management reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
  • Contour Asset Management sold 292,101 Stitch Fix shares in Q2 2021, an estimated $14.5M.
  • Contour Asset Management first reported a position in Stitch Fix in Q2 2019 and held it in 8 quarters.
  • Contour Asset Management's Stitch Fix position peaked at $154M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Contour Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.