DGI
SFIX

Disciplined Growth Investors’s Stitch Fix SFIX Stock Holding History

Disciplined Growth Investors’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
Q1 		$62M Sell
18,738,180
-739,511
-4% -$3.02M 1.27% 25
2025
Q4 		$102M Buy
19,477,691
+1,966,891
+11% +$8.97M 1.96% 20
2025
Q3 		$76.2M Sell
17,510,800
-1,054,202
-6% -$5.21M 1.38% 27
2025
Q2 		$68.7M Sell
18,565,002
-132,231
-0.7% -$495K 1.31% 26
2025
Q1 		$60.8M Buy
18,697,233
+2,187,953
+13% +$9.97M 1.26% 29
2024
Q4 		$71.2M Buy
16,509,280
+2,774,795
+20% +$10.2M 1.35% 27
2024
Q3 		$38.7M Buy
13,734,485
+4,460,668
+48% +$17.4M 0.73% 39
2024
Q2 		$38.5M Buy
9,273,817
+2,396,920
+35% +$6.49M 0.72% 37
2024
Q1 		$18.2M Buy
6,876,897
+570,096
+9% +$1.76M 0.33% 45
2023
Q4 		$22.5M Buy
6,306,801
+98,634
+2% +$348K 0.49% 38
2023
Q3 		$21.4M Buy
6,208,167
+75,163
+1% +$301K 0.51% 38
2023
Q2 		$23.6M Sell
6,133,004
-7,815
-0.1% -$29.6K 0.53% 37
2023
Q1 		$31.4M Buy
6,140,819
+1,496,032
+32% +$7.01M 0.81% 34
2022
Q4 		$14.4M Buy
4,644,787
+1,354,020
+41% +$5.06M 0.37% 47
2022
Q3 		$13M Sell
3,290,767
-316,742
-9% -$1.8M 0.36% 47
2022
Q2 		$17.8M Buy
3,607,509
+596,214
+20% +$4.99M 0.48% 45
2022
Q1 		$30.3M Buy
3,011,295
+93,276
+3% +$1.29M 0.66% 39
2021
Q4 		$55.2M Buy
2,918,019
+461,341
+19% +$13.2M 1.11% 35
2021
Q3 		$98.1M Sell
2,456,678
-5,242
-0.2% -$245K 1.95% 21
2021
Q2 		$148M Buy
2,461,920
+90,877
+4% +$4.65M 2.83% 13
2021
Q1 		$117M Sell
2,371,043
-781,893
-25% -$55.1M 2.38% 15
2020
Q4 		$185M Buy
3,152,936
+1,098,955
+54% +$47M 3.57% 4
2020
Q3 		$55.7M Sell
2,053,981
-31,782
-2% -$816K 1.3% 31
2020
Q2 		$52M Sell
2,085,763
-460,157
-18% -$9.08M 1.26% 32
2020
Q1 		$32.3M Buy
2,545,920
+2,216,349
+672% +$48.1M 0.74% 42
2019
Q4 		$8.46M Sell
329,571
-1,453
-0.4% -$33.8K 0.14% 65
2019
Q3 		$6.37M Buy
331,024
+1,670
+0.5% +$38.8K 0.12% 71
2019
Q2 		$10.5M Buy
329,354
+934
+0.3% +$25.1K 0.2% 62
2019
Q1 		$9.27M Buy
328,420
+2,179
+0.7% +$54.1K 0.16% 69
2018
Q4 		$5.58M Buy
+326,241
New +$8.07M 0.11% 74

Other funds holding SFIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 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 $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors's SFIX Position: Q1 2026 in Review

Disciplined Growth Investors reduced its Stitch Fix (SFIX) stake by 3.8% in Q1 2026, selling an estimated $3.02M and leaving 18,738,180 shares worth $62M. The position accounts for 1.27% of the portfolio, ranked #25.

Disciplined Growth Investors first reported a position in SFIX in Q4 2018 and has held it in 30 quarters since. The position peaked at $185M in Q4 2020. 191 funds tracked by Wall St. Rank hold SFIX as of Q1 2026.

  • Disciplined Growth Investors held 18,738,180 shares of Stitch Fix worth $62M as of Q1 2026.
  • Disciplined Growth Investors sold 739,511 Stitch Fix shares in Q1 2026, an estimated $3.02M.
  • Stitch Fix made up 1.27% of Disciplined Growth Investors's portfolio in Q1 2026, its #25 holding.
  • Disciplined Growth Investors first reported a position in Stitch Fix in Q4 2018 and has held it in 30 quarters since.
  • Disciplined Growth Investors's Stitch Fix position peaked at $185M in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.