Fund 1 Investments’s Stitch Fix SFIX Stock Holding History

Fund 1 Investments’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	–	Sell	-1,970,000	Closed	-$6.52M	–	76
2026 Q1	$6.52M	Buy	1,970,000 +528,108	+37%	+$2.15M	0.75%	30
2025 Q4	$7.57M	Sell	1,441,892 -4,967,621	-78%	-$22.7M	0.93%	22
2025 Q3	$27.9M	Sell	6,409,513 -3,534,308	-36%	-$17.5M	3.1%	11
2025 Q2	$36.8M	Buy	9,943,821 +4,064,901	+69%	+$15.2M	2.97%	9
2025 Q1	$19.1M	Buy	5,878,920 +4,840,769	+466%	+$22.1M	0.85%	20
2024 Q4	$4.47M	Buy	1,038,151 +170,183	+20%	+$627K	0.39%	44
2024 Q3	$2.45M	Sell	867,968 -1,019,867	-54%	-$3.97M	0.23%	43
2024 Q2	$7.83M	Buy	1,887,835 +1,787,835	+1,788%	+$4.84M	0.85%	28
2024 Q1	$264K	Sell	100,000 -104,960	-51%	-$323K	0.03%	45
2023 Q4	$732K	Buy	204,960 +160,604	+362%	+$567K	0.09%	43
2023 Q3	$153K	Buy	+44,356	New	+$177K	0.03%	55

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

Fund 1 Investments's SFIX Position: Q2 2026 in Review

Fund 1 Investments sold out of Stitch Fix (SFIX) in Q2 2026, closing a stake of 1,970,000 shares — an estimated $6.52M sold.

Fund 1 Investments first reported a position in SFIX in Q3 2023 and held it in 11 quarters. The position peaked at $36.8M in Q2 2025. 187 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

Fund 1 Investments reported no remaining Stitch Fix position as of Q2 2026 after selling out during the quarter.
Fund 1 Investments sold 1,970,000 Stitch Fix shares in Q2 2026, an estimated $6.52M.
Fund 1 Investments first reported a position in Stitch Fix in Q3 2023 and held it in 11 quarters.
Fund 1 Investments's Stitch Fix position peaked at $36.8M in Q2 2025.
187 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

Based on Fund 1 Investments's 13F filing for Q2 2026, filed 14 Aug 2026.