Franklin Resources

Franklin Resources’s Stitch Fix SFIX Stock Holding History

Franklin Resources’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	$466K	Sell	140,841 -15,489	-10%	-$63.2K	﹤0.01%	2491
2025 Q4	$821K	Buy	156,330 +5,113	+3%	+$23.3K	﹤0.01%	2184
2025 Q3	$658K	Buy	151,217 +9,716	+7%	+$48K	﹤0.01%	2312
2025 Q2	$524K	Hold	141,501	–	–	﹤0.01%	2298
2025 Q1	$460K	Hold	141,501	–	–	﹤0.01%	2296
2024 Q4	$610K	Sell	141,501 -2,760	-2%	-$10.2K	﹤0.01%	2198
2024 Q3	$391K	Buy	144,261 +58,412	+68%	+$227K	﹤0.01%	2388
2024 Q2	$356K	Hold	85,849	–	–	﹤0.01%	2369
2024 Q1	$227K	Buy	85,849 +27,935	+48%	+$86K	﹤0.01%	2558
2023 Q4	$207K	Sell	57,914 -86	-0.1%	-$303	﹤0.01%	2339
2023 Q3	$200K	Buy	58,000 +16,083	+38%	+$64.3K	﹤0.01%	2322
2023 Q2	$161K	Buy	+41,917	New	+$159K	﹤0.01%	2436
2021 Q4	–	Sell	-6,143	Closed	-$246K	–	2546
2021 Q3	$246K	Buy	6,143 +1,024	+20%	+$47.9K	﹤0.01%	2160
2021 Q2	$309K	Buy	+5,119	New	+$262K	﹤0.01%	1722
2021 Q1	–	Sell	-4,057	Closed	-$237K	–	2022
2020 Q4	$237K	Buy	+4,057	New	+$174K	﹤0.01%	1690

Other funds holding SFIX

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B 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