F1I
SFIX

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
2025
Q2 		– Sell
-1,000,000
Closed -$3.25M – 80
2025
Q1 		$3.25M Buy
1,000,000
+500,000
+100% +$2.28M 0.15% 39
2024
Q4 		$2.15M Buy
+500,000
New +$1.84M 0.19% 49

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
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
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 $3.37T AUM 44.26% 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

Fund 1 Investments's SFIX Position: Q1 2026 in Review

Fund 1 Investments increased its Stitch Fix (SFIX) stake by 37% in Q1 2026, buying an estimated $2.15M and bringing the position to 1,970,000 shares worth $6.52M. The position accounts for 0.75% of the portfolio, ranked #30.

Fund 1 Investments first reported a position in SFIX in Q3 2023 and has held it in 11 quarters since. The position peaked at $36.8M in Q2 2025. 192 funds tracked by Wall St. Rank hold SFIX as of Q1 2026.

  • Fund 1 Investments held 1,970,000 shares of Stitch Fix worth $6.52M as of Q1 2026.
  • Fund 1 Investments bought 528,108 Stitch Fix shares in Q1 2026, an estimated $2.15M.
  • Stitch Fix made up 0.75% of Fund 1 Investments's portfolio in Q1 2026, its #30 holding.
  • Fund 1 Investments first reported a position in Stitch Fix in Q3 2023 and has held it in 11 quarters since.
  • Fund 1 Investments's Stitch Fix position peaked at $36.8M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2026.

Based on Fund 1 Investments's 13F filing for Q1 2026, filed 15 May 2026.