John Overdeck’s Stitch Fix SFIX Stock Holding History

John Overdeck’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 Q1	–	Sell	-104,700	Closed	-$1.98M	–	4124
2021 Q4	$1.98M	Buy	104,700 +41,400	+65%	+$1.19M	﹤0.01%	1924
2021 Q3	$2.53M	Buy	63,300 +10,900	+21%	+$510K	0.01%	1766
2021 Q2	$3.16M	Buy	52,400 +11,400	+28%	+$584K	0.01%	1506
2021 Q1	$2.03M	Sell	41,000 -70,300	-63%	-$4.95M	0.01%	1697
2020 Q4	$6.54M	Buy	111,300 +17,500	+19%	+$749K	0.02%	785
2020 Q3	$2.54M	Sell	93,800 -36,900	-28%	-$948K	0.01%	1161
2020 Q2	$3.26M	Sell	130,700 -2,700	-2%	-$53.3K	0.02%	856
2020 Q1	$1.69M	Buy	133,400 +77,800	+140%	+$1.69M	0.01%	1063
2019 Q4	$1.43M	Sell	55,600 -61,700	-53%	-$1.43M	﹤0.01%	1863
2019 Q3	$2.26M	Buy	117,300 +67,200	+134%	+$1.56M	0.01%	1342
2019 Q2	$1.6M	Buy	+50,100	New	+$1.34M	0.01%	1593
2019 Q1	–	Sell	-17,000	Closed	-$291K	–	3427
2018 Q4	$291K	Buy	+17,000	New	+$421K	﹤0.01%	2472

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

John Overdeck's SFIX Position: Q2 2026 in Review

John Overdeck increased its Stitch Fix (SFIX) stake by 54% in Q2 2026, buying an estimated $201K and bringing the position to 156,336 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

John Overdeck first reported a position in SFIX in Q4 2017 and has held it in 28 quarters since. The position peaked at $28.1M in Q4 2021. 185 funds tracked by Wall St. Rank hold SFIX as of Q2 2026.

John Overdeck held 156,336 shares of Stitch Fix worth $643K as of Q2 2026.
John Overdeck bought 55,136 Stitch Fix shares in Q2 2026, an estimated $201K.
Stitch Fix made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3963 holding.
John Overdeck first reported a position in Stitch Fix in Q4 2017 and has held it in 28 quarters since.
John Overdeck's Stitch Fix position peaked at $28.1M in Q4 2021.
185 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2026.

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