Rockefeller Capital Management

Rockefeller Capital Management’s Stitch Fix SFIX Stock Holding History

Rockefeller Capital Management’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	$4.84K	Buy	1,462 +1,041	+247%	+$4.25K	﹤0.01%	4254
2025 Q4	$2.21K	Buy	421 +366	+665%	+$1.67K	﹤0.01%	4295
2025 Q3	$239	Buy	+55	New	+$272	﹤0.01%	4339
2023 Q1	–	Sell	-58	Closed	–	–	3576
2022 Q4	$0	Buy	58 +20	+53%	+$75	﹤0.01%	4174
2022 Q3	$0	Sell	38 -62	-62%	-$352	﹤0.01%	4324
2022 Q2	$0	Hold	100	–	–	﹤0.01%	4364
2022 Q1	$1K	Sell	100 -538	-84%	-$7.43K	﹤0.01%	3775
2021 Q4	$12K	Hold	638	–	–	﹤0.01%	2901
2021 Q3	$25K	Hold	638	–	–	﹤0.01%	2491
2021 Q2	$38K	Buy	638 +100	+19%	+$5.12K	﹤0.01%	2203
2021 Q1	$26K	Buy	538 +20	+4%	+$1.41K	﹤0.01%	2168
2020 Q4	$30K	Buy	+518	New	+$22.2K	﹤0.01%	1856
2020 Q2	–	Sell	-4,050	Closed	-$51K	–	2678
2020 Q1	$51K	Buy	4,050 +3,000	+286%	+$65.1K	﹤0.01%	1228
2019 Q4	$27K	Hold	1,050	–	–	﹤0.01%	1307
2019 Q3	$20K	Buy	+1,050	New	+$24.4K	﹤0.01%	1226

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