SCM
SFIX

Spyglass Capital Management’s Stitch Fix SFIX Stock Holding History

Spyglass 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
2021
Q4 		– Sell
-4,081,829
Closed -$163M – 26
2021
Q3 		$163M Buy
4,081,829
+439,266
+12% +$20.5M 3.74% 15
2021
Q2 		$220M Buy
3,642,563
+1,651,591
+83% +$84.6M 4.89% 7
2021
Q1 		$98.6M Buy
+1,990,972
New +$140M 2.6% 22

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Spyglass Capital Management's SFIX Position: Q4 2021 in Review

Spyglass Capital Management sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 4,081,829 shares — an estimated $163M sold.

Spyglass Capital Management first reported a position in SFIX in Q1 2021 and held it in 3 quarters. The position peaked at $220M in Q2 2021. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

  • Spyglass Capital Management reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
  • Spyglass Capital Management sold 4,081,829 Stitch Fix shares in Q4 2021, an estimated $163M.
  • Spyglass Capital Management first reported a position in Stitch Fix in Q1 2021 and held it in 3 quarters.
  • Spyglass Capital Management's Stitch Fix position peaked at $220M in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Spyglass Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.