David Shaw’s Stitch Fix SFIX Stock Holding History

David Shaw’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
2022 Q4	–	Sell	-130,000	Closed	-$514K	–	5095
2022 Q3	$514K	Sell	130,000 -50,700	-28%	-$288K	﹤0.01%	4028
2022 Q2	$893K	Hold	180,700	–	–	﹤0.01%	3717
2022 Q1	$1.82M	Buy	180,700 +31,800	+21%	+$439K	﹤0.01%	3402
2021 Q4	$2.82M	Buy	148,900 +47,600	+47%	+$1.36M	﹤0.01%	3032
2021 Q3	$4.05M	Buy	101,300 +91,300	+913%	+$4.27M	﹤0.01%	2326
2021 Q2	$603K	Buy	+10,000	New	+$512K	﹤0.01%	3935
2020 Q4	–	Sell	-30,000	Closed	-$814K	–	4137
2020 Q3	$814K	Hold	30,000	–	–	﹤0.01%	2975
2020 Q2	$748K	Buy	+30,000	New	+$592K	﹤0.01%	3124

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

David Shaw's SFIX Position: Q2 2026 in Review

David Shaw increased its Stitch Fix (SFIX) stake by 198% in Q2 2026, buying an estimated $2.21M and bringing the position to 913,623 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

David Shaw first reported a position in SFIX in Q3 2018 and has held it in 30 quarters since. The position peaked at $160M in Q2 2021. 185 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

David Shaw held 913,623 shares of Stitch Fix worth $3.75M as of Q2 2026.
David Shaw bought 606,795 Stitch Fix shares in Q2 2026, an estimated $2.21M.
Stitch Fix made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2654 holding.
David Shaw first reported a position in Stitch Fix in Q3 2018 and has held it in 30 quarters since.
David Shaw's Stitch Fix position peaked at $160M in Q2 2021.
185 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.