SFIX Stitch Fix, Inc. - Class A Common Stock

NASDAQ · Retail · Ver en SEC EDGAR ↗
$3,33
Precio · Ago 19, 2026
Fundamentales a fecha de Jun 11, 2026

Acerca de Stitch Fix, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia

Stitch Fix, Inc. is an online personal styling service in the United States. The company combines human stylists with AI tools and data science to recommend clothing items and accessories based on fit, budget and style preferences. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. For fiscal year 2025, Stitch Fix reported net revenue of $1.27 billion. As of November 2025, it had approximately 2.31 million active clients and employed about 4,165 people worldwide. It is headquartered in San Francisco, California.

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Stitch Fix, Inc. is an online personal styling service in the United States. The company combines human stylists with AI tools and data science to recommend clothing items and accessories based on fit, budget and style preferences. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. For fiscal year 2025, Stitch Fix reported net revenue of $1.27 billion. As of November 2025, it had approximately 2.31 million active clients and employed about 4,165 people worldwide. It is headquartered in San Francisco, California.

History

Founding and growth: 2011–2019

Stitch Fix was founded in 2011 by Katrina Lake and former J.Crew buyer Erin Morrison Flynn. The business was originally called Rack Habit, and was initially run out of Lake's apartment in Cambridge, Massachusetts. The company began by catering only to women, but it has subsequently expanded to men's clothing, plus sizes, maternity wear, and kids.

In 2014, Stitch Fix started to be profitable. In July 2016, the company ended its fiscal year with recorded sales of $730 million, and in May 2017, the company had raised $42 million from outside investors.

In November 2017, the company went public on Nasdaq. It was the first female-led company to launch an IPO in over a year.

Leadership changes and restructuring: 2020–2023

In August 2021, Elizabeth Spaulding replaced founder Katrina Lake as CEO. In January 2023, Spaulding stepped down as CEO, and Lake returned as interim CEO. Former Macy's executive Matt Baer was named CEO in June 2023.

In June 2022, Stitch Fix laid off approximately 15% of its salaried staff, which equated to around 330 employees, citing slowing growth in the e-commerce retail industry as the reason for the cuts.

In January 2023, Stitch Fix announced it would reduce its salaried workforce by about 20% and CEO Elizabeth Spaulding would step down. Founder Katrina Lake returned as interim CEO. The changes were part of a broader restructuring after a time of sliding sales.

In June 2023, Matt Baer was named Stitch Fix's new CEO. Katrina Lake continued in her role as executive chairperson of the board.

Recent developments: 2024–2026

In the first quarter of fiscal year 2024, Stitch Fix ceased operations of its business in the United Kingdom. The company said it would focus solely on its core U.S. market.

In 2024, Stitch Fix outlined a multi-year transformation strategy structured around three phases: rationalize, build, and grow. The strategy was introduced as part of the company's efforts to stabilize the business, simplify operations, and return to sustainable growth. By fiscal year 2025, the company stated that it had entered the "grow" phase of this transition.

In August 2024, as part of its transformation, Stitch Fix began rolling out updates to its client experience. The changes focused on creating more ways for clients to engage, adding flexibility to how they shop, making Stylists more visible, and improving the overall assortment. As part of a broader rebrand, the company introduced Retail Therapy, a brand platform built around real shopping frustrations and therapy-inspired storytelling, across social media, television, over-the-top video, and YouTube.

As part of these changes, Stitch Fix introduced an AI tool called StyleFile, a personalized resource assigned to each Stitch Fix customer based on their preferences and shopping behavior, that defines their style, resulting in multi-faceted profiles that can include styles like "edgy" or "boho". Stitch Fix also introduced Stylist Profiles, which provides a profile for each stylist that features their "unique expertise and work portfolio, as well as related interests".

In August 2025, Stitch Fix announced its latest set of changes to its client experience, including several that leverage GenAI. These included Stylist connect, a feature that allows clients to communicate with a stylist outside of their scheduled Fix, AI Style Assistant, which was designed to help clients articulate their style preferences, and the launch of Stitch Fix Vision, a generative-AI style visualization tool.

On October 6, 2025, Stitch Fix launched Stitch Fix Vision. Clients who use Vision upload a selfie or full-length photo and receive AI-generated images of themselves wearing recommended outfits based on individual style profiles.

In December 2025, Stitch Fix reported net revenue of $342.1 million, a 7.3% year-over-year increase. It had around 2.31 million active clients, down 5.2% year-over-year, but net revenue per client rose 5.3% to $559. Gross profit was $149.3 million. In June 2025, Stitch Fix announced its return to YoY revenue growth and in December, the company began 2026 with no debt. It announced it expected to be free cash flow positive throughout 2026.

Business model

Stitch Fix is a personal styling service that sends client individually picked clothing and accessories. Customer can order a "Fix" of up to 8 items per box, either as needed or on a recurring basis, with no monthly fee or required subscription, and a $20 styling fee in addition to the cost of any kept items. Any unwanted items could be returned. The company combines the knowledge of human stylists with AI to personalize clothing selections.

Customers fill out a survey online about their style, fit, and budget preferences. Stylists pick items based on a customer's survey answers and ongoing feedback the client shares with them. A stylist at the company then picks up to eight items to send to the customer. The customer schedules a date to receive their items, which is referred to as a "Fix". Once the shipment is received, the customer has three days to choose to keep the items or return some or all of them. If the customer keeps at least one item, the initial styling fee is credited towards the cost of the item. In addition to the styling fee being credited, if the customer decides to keep five or more items, the customer receives 20% off the total cost of the items. Customers choose the shipping frequency, such as every two weeks, once a month, or every two months. The company also supports integration with Pinterest boards, allowing customers to add photos of fashion looks that they like. These boards may be viewed by a Stitch Fix stylist.

The company uses data science and has combined personal stylists and machine learning (AI) for personalized recommendation.

Media

Stitch Fix has been covered in technology and business publications, including Wired, Fast Company, and The Wall Street Journal. Media excerpts include Wired highlighting Stitch Fix's "Shop Your Looks" feature, Fast Company discussing its "data prowess across every aspect of its business to reinvent the $334 billion U.S. apparel industry", and CNBC and Wall Street Journal highlighting the company's growth plan.

Stitch Fix was recognized as one of the "50 Most Innovative Companies" in 2019. The company hosted a Golden Globes–like red carpet event in the 59th Street–Columbus Circle station in New York City and had a 60-second spot before the 2019 Academy Awards.

Controversy

In October 2018, several class action lawsuits were brought against Stitch Fix alleging that the company had violated federal securities laws by making misleading statements about its growth prospects.

On June 2, 2020, the company announced layoffs for 1,400 employees, which was 18% of its total workforce, all of whom were remote workers in California. The affected employees were given the option of remaining with the company if they relocated. The online retailer also announced it would hire roughly 2,000 stylists in cities that have a lower cost of living than those in California, such as Austin, Cleveland, Dallas, Minneapolis, and Pittsburgh.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

SFIX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$3.33
Capitalización Bursátil
P/E (TTM)
-20.4
BPA (TTM)
$-0.22
Ingresos (TTM)
$1.27B
Rendimiento div.
ROE
-14.3%
Deuda/Capital
Rango 52S
$3 – $6

SFIX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $1.27B
10-point trend, +73.5%
2016-07-30 2025-08-02
BPA $-0.22
10-point trend, -164.7%
2016-07-30 2025-08-02
Flujo de caja libre $9M
8-point trend, -83.3%
2018-07-28 2025-08-02
Márgenes -2.3%
8-point trend, +1.6%
2018-07-28 2025-08-02

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares
P/E (TTM)
5-point trend, +97.0%
-20.4
31.4

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, -1.5%
44.4%
47.5%
Operating Margin (Margen Operativo)
5-point trend, -1.7%
-3.1%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -440.5%
-2.3%
0.47%
ROA
5-point trend, -430.4%
-5.9%
0.81%
ROE
5-point trend, -620.6%
-14.3%
2.5%
ROIC
5-point trend, -886.5%
-19.7%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, -20.7%
1.8
1.3
Quick Ratio (Ratio Rápido)
5-point trend, +100.3%
1.1

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, -39.7%
-5.3%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, -39.7%
-14.4%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, -39.7%
-5.8%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -175.0%
$-0.22

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
SFIX
Mediana de Pares

SFIX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 12 analistas
  • Compra fuerte 3 25,0%
  • Compra 4 33,3%
  • Mantener 4 33,3%
  • Venta 1 8,3%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

5 analistas · 2026-08-15
Objetivo mediano $5.00 +50,2%
Objetivo medio $4.70 +41,1%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.03%
Próximo informe
Sep 22, 2026
Período EPS Actual EPS est. Sorpresa
30 de septiembre de 2026 $-0.01 $-0.06
30 de junio de 2026 $-0.01 $-0.06 0.05%
31 de marzo de 2026 $-0.02 $-0.05 0.03%
31 de diciembre de 2025 $-0.05 $-0.05 -0.00%
30 de septiembre de 2025 $-0.07 $-0.10 0.03%
30 de junio de 2025 $-0.06 $-0.11 0.05%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
SFIX -20.4 -5.3% -2.3% -14.3% 44.4%
BKE $2.42B 11.4 6.6% 16.2% 46.6% 49.0%
RVLV $2.15B 35.1 8.5% 5.0% 12.6% 53.5%
REAL $1.87B -22.5 15.4% -6.0% 11.1% 74.6%
CTRN $358M 68.0 8.9% 0.64% 4.5%
CAL $414M -58.2 1.3% -0.24% -1.1% 43.0%
GCO 23.1 4.8%
LE $533M 96.8 0.72% 0.47% 2.4% 55.9%
TDUP $812M -37.6 19.5% -6.5% -33.9% 79.4%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 14
Datos anuales de Estado de resultados para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Revenue 9-point trend, +29.7% $1.27B $1.34B $1.59B $2.02B $2.10B $1.71B $1.58B $1.23B $977M
Cost of Revenue 9-point trend, +29.8% $704M $745M $917M $1.13B $1.15B $958M $874M $690M $543M
Gross Profit 9-point trend, +29.6% $563M $592M $676M $887M $948M $754M $703M $536M $434M
SG&A Expense 9-point trend, +49.4% $602M $725M $831M $1.07B $1.01B $806M $680M $493M $403M
Operating Income 9-point trend, -223.0% $-39M $-133M $-155M $-184M $-63M $-52M $23M $43M $32M
Other Non-op 9-point trend, +173000.00 $173.0K $2M $-25.0K $-394.0K $-366.0K $-2M $2M $100.0K $0
Pretax Income 9-point trend, -318.9% $-28M $-121M $-149M $-184M $-61M $-48M $31M $55M $13M
Income Tax 9-point trend, -93.9% $821.0K $-2M $871.0K $-2M $-52M $19M $-6M $10M $13M
Net Income 9-point trend, -4738.2% $-29M $-129M $-172M $-207M $-9M $-67M $37M $45M $-594.0K
EPS (Basic) 9-point trend, -1000.0% $-0.22 $-1.07 $-1.50 $-1.90 $-0.08 $-0.66 $0.37 $0.47 $-0.02
EPS (Diluted) 9-point trend, -1000.0% $-0.22 $-1.07 $-1.50 $-1.90 $-0.08 $-0.66 $0.36 $0.34 $-0.02
Shares (Basic) 9-point trend, +415.7% 128,784,547 120,214,198 114,684,980 108,762,589 105,975,403 102,383,282 100,013,462 75,947,759 24,973,931
Shares (Diluted) 9-point trend, +415.7% 128,784,547 120,214,198 114,684,980 108,762,589 105,975,403 102,383,282 103,653,626 81,288,418 24,973,931
EBITDA 8-point trend, -123.9% $-13M $-89M $-135M $-173M $-36M $-29M $40M $54M ·
Balance general 24
Datos anuales de Balance general para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Cash & Equivalents 9-point trend, +3.0% $114M $163M $239M $131M $130M $143M $171M $298M $111M
Short-term Investments 4-point trend, +47.4% $121M $84M $18M $82M · · · · ·
Inventory 9-point trend, +75.1% $118M $98M $131M $197M $212M $125M $118M $85M $68M
Prepaid Expense 9-point trend, +6.9% $21M $22M $28M $39M $51M $33M $50M $34M $19M
Current Assets 9-point trend, +89.1% $374M $367M $425M $477M $522M $466M $482M $417M $198M
PP&E (Net) 9-point trend, +61.6% $43M $52M $80M $103M $87M $70M $55M $34M $27M
PP&E (Gross) 9-point trend, +495.6% $223M $207M $217M $205M $166M $124M $86M $55M $37M
Accum. Depreciation 9-point trend, +1584.1% $180M $156M $137M $102M $79M $53M $31M $20M $11M
Other Non-current Assets 9-point trend, +23.1% $4M $5M $3M $8M $6M $4M $3M $4M $4M
Total Assets 9-point trend, +86.9% $481M $487M $614M $765M $819M $769M $616M $482M $257M
Accounts Payable 9-point trend, +101.7% $89M $87M $97M $144M $73M $85M $91M $80M $44M
Accrued Liabilities 9-point trend, +64.7% $76M $73M $70M $94M $99M $78M $70M $43M $46M
Current Liabilities 9-point trend, +54.0% $206M $204M $238M $296M $228M $212M $183M $142M $134M
Capital Leases 7-point trend, +70759000.00 $71M $96M $125M $141M $122M $140M $0 · ·
Other Non-current Liabilities 9-point trend, -91.1% $658.0K $606.0K $4M $5M $8M $16M $13M $9M $7M
Total Liabilities 9-point trend, +81.3% $278M $300M $367M $442M $358M $368M $220M $167M $153M
Common Stock · · · · · · · · $1.0K
Paid-in Capital 9-point trend, +2601.4% $729M $685M $615M $523M $417M $349M $280M $235M $27M
Retained Earnings 9-point trend, -1522.9% $-496M $-467M $-338M $-166M $41M $50M $117M $80M $35M
Treasury Stock 5-point trend, +30042000.00 $30M $30M $30M $30M $0 · · · ·
AOCI 8-point trend, -434000.00 $-434.0K $-335.0K $527.0K $-4M $3M $3M $-187.0K $0 ·
Stockholders' Equity 9-point trend, +228.1% $203M $187M $247M $323M $461M $401M $396M $315M $62M
Liabilities + Equity 9-point trend, +86.9% $481M $487M $614M $765M $819M $769M $616M $482M $257M
Shares Outstanding 2-point trend, +268.2% · · · · · · · 98,799,861 26,834,535
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para SFIX
Métrica Tendencia 202520242023202220212020201920182017
D&A 9-point trend, +239.3% $26M $44M $42M $34M $28M $23M $16M $10M $8M
Stock-based Comp 9-point trend, +1500.2% $57M $77M $102M $126M $101M $68M $35M $15M $4M
Deferred Tax 7-point trend, +100.0% $0 $0 $0 · · $-20M $-8M $7M $-7M
Restructuring 4-point trend, +204.6% · $15M $19M $10M · $5M · · ·
Other Non-cash 8-point trend, -447.4% $-29M $35M $83M $99M $-135M $40M $-1M $-5M ·
Operating Cash Flow 9-point trend, -33.8% $26M $28M $73M $75M $-16M $43M $79M $72M $39M
CapEx 9-point trend, -4.9% $16M $14M $19M $45M $35M $30M $31M $17M $17M
Investing Cash Flow 8-point trend, -359.7% · $-79M $64M $12M $39M $-70M $-225M $-17M $-17M
Stock Repurchased 8-point trend, -100.0% · $0 $0 $30M $0 $0 $0 $39.0K $4M
Net Stock Activity 6-point trend, +100.0% · $0 $0 $-30M · $0 $0 $-39.0K ·
Financing Cash Flow 8-point trend, -411.7% · $-15M $-15M $-60M $-39M $-1M $7M $135M $-3M
Net Change in Cash 8-point trend, -364.9% $-49M $-77M $109M $1M $-14M · $-140M $190M $18M
Taxes Paid 9-point trend, -97.1% $814.0K $1M $1M $868.0K $461.0K $365.0K $966.0K $10M $28M
Free Cash Flow 8-point trend, -83.3% $9M $14M $39M $9M $-51M $13M $48M $56M ·
Rentabilidad 8
Datos anuales de Rentabilidad para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Gross Margin 8-point trend, +1.6% 44.4% 44.3% 42.2% 43.8% 45.1% 44.1% 44.6% 43.7% ·
Operating Margin 8-point trend, -187.5% -3.1% -10.0% -10.8% -10.0% -3.0% -3.0% 1.5% 3.5% ·
Net Margin 8-point trend, -162.0% -2.3% -9.6% -10.5% -10.0% -0.42% -3.9% 2.3% 3.7% ·
Pretax Margin 8-point trend, -149.6% -2.2% -9.0% -10.4% -10.1% -2.9% -2.8% 1.9% 4.5% ·
EBITDA Margin 8-point trend, -123.2% -1.0% -6.6% -8.3% -8.3% -1.7% -1.7% 2.5% 4.4% ·
ROA 8-point trend, -148.8% -5.9% -23.4% -24.9% -26.2% -1.1% -9.7% 6.7% 12.2% ·
ROE 8-point trend, -196.1% -14.3% -65.1% -68.6% -58.2% -2.0% -16.3% 9.6% 14.9% ·
ROIC 8-point trend, -276.0% -19.7% -70.4% -72.5% -63.8% -2.0% -18.1% 7.1% 11.2% ·
Liquidez y Solvencia 2
Datos anuales de Liquidez y Solvencia para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Current Ratio 8-point trend, -38.2% 1.8 1.8 1.8 1.6 2.3 2.2 2.6 2.9 ·
Quick Ratio 8-point trend, -45.6% 1.1 1.2 1.1 0.4 0.6 0.7 0.9 2.1 ·
Eficiencia 2
Datos anuales de Eficiencia para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Asset Turnover 8-point trend, -21.1% 2.6 2.4 2.4 2.6 2.6 2.5 2.9 3.3 ·
Inventory Turnover 8-point trend, -28.0% 6.5 6.5 5.7 5.7 6.8 7.9 8.6 9.0 ·
Por Acción 5
Datos anuales de Por Acción para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Book Value / Share · · · · · · · $3.19 ·
Revenue / Share 8-point trend, -34.8% $9.84 $11.13 $14.29 $19.06 $19.83 $16.72 $15.22 $15.09 ·
Cash Flow / Share 8-point trend, -77.6% $0.20 $0.23 $0.50 $0.51 $-0.15 $0.42 $0.76 $0.89 ·
Cash / Share · · · · · · · $3.01 ·
EPS (TTM) 8-point trend, -164.7% $-0.22 $-1.07 $-1.50 $-1.90 $-0.08 $-0.66 $0.36 $0.34 ·
Tasas de Crecimiento 3
Datos anuales de Tasas de Crecimiento para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Revenue YoY 5-point trend, -123.1% -5.3% -16.0% -21.1% -4.0% 22.8% · · · ·
Revenue CAGR 3Y 3-point trend, -503.4% -14.4% -14.0% -2.4% · · · · · ·
Revenue CAGR 5Y -5.8% · · · · · · · ·
Valoración (TTM) 9
Datos anuales de Valoración (TTM) para SFIX
Métrica Tendencia 202520242023202220212020201920182017
Revenue TTM 8-point trend, +3.3% $1.27B $1.34B $1.59B $2.02B $2.10B $1.71B $1.58B $1.23B ·
Net Income TTM 8-point trend, -164.0% $-29M $-129M $-172M $-207M $-9M $-67M $37M $45M ·
Market Cap · · · · · · · $2.92B ·
P/E 8-point trend, -123.5% -20.4 -3.8 -3.3 -3.1 -674.0 -33.6 69.0 86.8 ·
P/S · · · · · · · 2.4 ·
P/B · · · · · · · 9.3 ·
P / Cash Flow · · · · · · · 40.4 ·
P / FCF · · · · · · · 52.4 ·
Earnings Yield 8-point trend, -526.1% -4.9% -26.2% -30.6% -31.8% -0.15% -3.0% 1.5% 1.1% ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-08-022024-08-032023-07-292022-07-302021-07-31
Ingresos $1.27B$1.34B$1.59B$2.02B$2.10B
Margen Bruto % 44.4%44.3%42.2%43.8%45.1%
Margen Operativo % -3.1%-10.0%-10.8%-10.0%-3.0%
Beneficio neto $-29M$-129M$-172M$-207M$-9M
EPS Diluido $-0.22$-1.07$-1.50$-1.90$-0.08
Balance general
2025-08-022024-08-032023-07-292022-07-302021-07-31
Ratio corriente 1.81.81.81.62.3
Ratio Rápido 1.11.21.10.40.6
Flujo de Efectivo
2025-08-022024-08-032023-07-292022-07-302021-07-31
Flujo de caja libre $9M$14M$39M$9M$-51M

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Propietarios institucionales (13F) 212 declarantes · $377.2M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
31 (-14 vs trimestre anterior) 26 (-7 vs trimestre anterior) 80 (+21 vs trimestre anterior) 42 (-12 vs trimestre anterior) +5.8M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
DISCIPLINED GROWTH INVESTORS INC /MN $77 720 314 18 910 052 20,60% Acciones
VANGUARD GROUP INC $37 347 445 7 113 799 9,90% Acciones
Working Capital Advisors (UK) Ltd. $33 520 293 8 155 789 8,89% Acciones
RENAISSANCE TECHNOLOGIES LLC $24 675 034 6 003 658 6,54% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $20 382 320 4 959 202 5,40% Acciones
STATE STREET CORP $14 399 401 3 503 504 3,82% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $13 122 852 3 192 908 3,48% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $12 506 237 3 042 880 3,32% Acciones
Archon Capital Management LLC $12 369 908 3 009 710 3,28% Acciones
GEODE CAPITAL MANAGEMENT, LLC $11 109 401 2 702 193 2,94% Acciones
DIMENSIONAL FUND ADVISORS LP $9 550 847 2 323 807 2,53% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $8 951 354 2 177 945 2,37% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8 343 999 2 030 170 2,21% Acciones
GOLDMAN SACHS GROUP INC $6 526 265 1 587 899 1,73% Acciones
Hodges Capital Management Inc. $5 665 429 1 378 450 1,50% Acciones
Focus Partners Wealth $5 084 086 1 237 004 1,35% Acciones
Qube Research & Technologies Ltd $4 817 775 1 172 208 1,28% Acciones
Kent Lake PR LLC $4 350 000 1 000 000 1,15% Acciones
FMR LLC $3 462 679 842 501 0,92% Acciones
Bank of New York Mellon Corp $3 457 464 841 232 0,92% Acciones
CAPTRUST FINANCIAL ADVISORS $3 358 100 817 056 0,89% Acciones
VANGUARD FIDUCIARY TRUST CO $3 260 833 793 390 0,86% Acciones
Quinn Opportunity Partners LLC $3 121 771 759 555 0,83% Acciones
COATUE MANAGEMENT LLC $3 022 383 735 373 0,80% Acciones
STATE OF MICHIGAN RETIREMENT SYSTEM $2 987 900 726 983 0,79% Acciones
LOS ANGELES CAPITAL MANAGEMENT LLC $2 276 941 554 000 0,60% Acciones
BlackRock, Inc. $2 156 870 524 786 0,57% Acciones
CITADEL ADVISORS LLC $2 076 372 505 200 0,55% Opción de venta
Connor, Clark & Lunn Investment Management Ltd. $1 793 320 436 331 0,48% Acciones
IEQ CAPITAL, LLC $1 619 730 394 095 0,43% Acciones
CANNELL CAPITAL LLC $1 483 873 4 483 0,39% Opción de compra
ARMISTICE CAPITAL, LLC $1 449 909 352 776 0,38% Acciones
FRANKLIN RESOURCES INC $1 445 142 351 616 0,38% Acciones
Cubist Systematic Strategies, LLC $1 418 344 326 056 0,38% Acciones
Divisadero Street Capital Management, LP $1 281 280 311 747 0,34% Acciones
XTX Topco Ltd $1 235 441 300 594 0,33% Acciones
AMERIPRISE FINANCIAL INC $1 215 557 295 756 0,32% Acciones
MILLENNIUM MANAGEMENT LLC $1 134 261 275 976 0,30% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $998 857 243 031 0,26% Acciones
AMERICAN CENTURY COMPANIES INC $924 627 224 970 0,25% Acciones
Mariner, LLC $876 710 213 259 0,23% Acciones
D. E. Shaw & Co., Inc. $838 535 204 023 0,22% Acciones
TWO SIGMA ADVISERS, LP $758 100 144 400 0,20% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $738 423 179 665 0,20% Acciones
BANK OF AMERICA CORP /DE/ $655 512 159 492 0,17% Acciones
Vanguard Global Advisers, LLC $651 686 158 561 0,17% Acciones
TWO SIGMA INVESTMENTS, LP $642 541 156 336 0,17% Acciones
RHUMBLINE ADVISERS $621 151 151 135 0,16% Acciones
MERCER GLOBAL ADVISORS INC /ADV $582 325 141 685 0,15% Acciones
JANE STREET GROUP, LLC $573 004 139 417 0,15% Acciones
CITADEL ADVISORS LLC $529 730 128 888 0,14% Acciones
DEUTSCHE BANK AG\ $471 799 114 793 0,13% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $427 715 133 140 0,11% Acciones
WELLS FARGO & COMPANY/MN $407 363 99 115 0,11% Acciones
ALLIANCEBERNSTEIN L.P. $407 289 123 048 0,11% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $385 107 93 700 0,10% Acciones
Graham Capital Management, L.P. $384 466 93 544 0,10% Acciones
Creative Planning $372 498 90 632 0,10% Acciones
CWM, LLC $369 621 111 668 0,10% Acciones
ALGERT GLOBAL LLC $361 269 87 900 0,10% Acciones
Voleon Capital Management LP $353 361 85 976 0,09% Acciones
BNP PARIBAS FINANCIAL MARKETS $328 081 79 825 0,09% Acciones
MetLife Investment Management, LLC $311 912 75 891 0,08% Acciones
VOYA INVESTMENT MANAGEMENT LLC $294 046 71 544 0,08% Acciones
Argos Wealth Advisors, LLC $283 446 68 965 0,08% Acciones
Rafferty Asset Management, LLC $267 417 65 065 0,07% Acciones
WINTON GROUP Ltd $263 451 64 100 0,07% Acciones
State of Wyoming $243 209 59 175 0,06% Acciones
Russell Investments Group, Ltd. $230 891 56 178 0,06% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $222 680 54 180 0,06% Acciones
Cornerstone Investment Partners, LLC $215 709 52 484 0,06% Acciones
CITADEL ADVISORS LLC $214 953 52 300 0,06% Opción de compra
Parallel Advisors, LLC $207 543 50 497 0,06% Acciones
GLENMEDE TRUST CO NA $205 919 50 102 0,05% Acciones
BAILARD, INC. $197 280 48 000 0,05% Acciones
Simplicity Wealth,LLC $195 895 47 663 0,05% Acciones
HSBC HOLDINGS PLC $195 456 46 704 0,05% Acciones
CITIGROUP INC $195 431 47 550 0,05% Acciones
Invesco Ltd. $191 678 46 637 0,05% Acciones
BARCLAYS PLC $180 787 43 987 0,05% Acciones
JANE STREET GROUP, LLC $180 018 43 800 0,05% Opción de compra
Tower Research Capital LLC (TRC) $178 851 43 516 0,05% Acciones
WOLVERINE TRADING, LLC $176 472 38 700 0,05% Opción de compra
CANNELL CAPITAL LLC $176 317 53 268 0,05% Acciones
Cerity Partners LLC $172 361 41 937 0,05% Acciones
WOLVERINE TRADING, LLC $154 584 33 900 0,04% Opción de venta
EntryPoint Capital, LLC $149 657 36 413 0,04% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $147 960 36 000 0,04% Opción de compra
Centiva Capital, LP $147 874 35 979 0,04% Acciones
PRUDENTIAL FINANCIAL INC $140 377 34 155 0,04% Acciones
Police & Firemen's Retirement System of New Jersey $138 692 33 745 0,04% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $137 274 33 400 0,04% Opción de venta
MANUFACTURERS LIFE INSURANCE COMPANY, THE $133 563 32 497 0,04% Acciones
Shay Capital LLC $123 300 30 000 0,03% Opción de compra
NEW YORK STATE COMMON RETIREMENT FUND $122 289 29 754 0,03% Acciones
Brevan Howard Capital Management LP $122 067 29 700 0,03% Acciones
BRIGHTON JONES LLC $121 735 29 619 0,03% Acciones
Aquatic Capital Management LLC $119 597 29 099 0,03% Acciones
LPL Financial LLC $115 244 28 040 0,03% Acciones
INTECH INVESTMENT MANAGEMENT LLC $110 275 26 831 0,03% Acciones

Informantes de la empresa 29 insiders · 7 directivos · 11 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Matt Baer Chief Executive Officer 17 de junio de 2026 M 2 009 740 0 0 $0
Elizabeth Spaulding Chief Executive Officer 16 de marzo de 2022 F 188 926 0 0 $0
David Aufderhaar Chief Financial Officer 6 de julio de 2026 S 1 102 369 0 1 $-257 568
Dan Jedda Chief Financial Officer 16 de marzo de 2022 F 285 711 0 0 $0
Casey O'Connor Chief Legal Officer 16 de julio de 2026 S 429 618 0 1 $-196 500
Scott Darling Chief Legal Officer & Secr. 16 de marzo de 2022 F 65 850 0 0 $0
Sarah Barkema Chief Accounting Officer 6 de enero de 2022 A 60 693 0 0 $0
Elizabeth Goodwin Williams Consejero 13 de diciembre de 2022 A 41 457 0 0 $0
J. William Gurley Consejero 8 de julio de 2022 P 2 149 762 0 0 $0
Neal Mohan Consejero 15 de diciembre de 2021 A 6 211 0 0 $0
Mike C. Smith Consejero 15 de diciembre de 2021 A 51 372 0 0 $0
Kirsten A. Lynch Consejero 15 de diciembre de 2021 A 11 989 0 0 $0
Marka Hansen Consejero 15 de diciembre de 2021 A 4 016 0 0 $0
Sharon Mccollam Consejero 15 de diciembre de 2021 A 5 820 0 0 $0
Katrina Lake Consejero 18 de noviembre de 2021 C 0 0 0 $0
Steven P. Anderson Consejero 21 de octubre de 2020 J 0 0 0 $0
Steven M Spurlock Propietario del 10% 12 de marzo de 2020 P 50 000 0 0 $0
Peter H. Fenton Propietario del 10% 5 de julio de 2019 S 0 0 0 $0
Matthew R. Cohler Propietario del 10% 21 de junio de 2019 S 0 0 0 $0
Bruce W. Dunlevie Propietario del 10% 14 de junio de 2019 G 0 0 0 $0
Eric Vishria Propietario del 10% 4 de octubre de 2018 C 468 0 0 $0
Barry Eggers Propietario del 10% 31 de agosto de 2018 S 0 0 0 $0
Ravi Mhatre Propietario del 10% 6 de julio de 2018 S 0 0 0 $0
Peter Nieh Propietario del 10% 5 de julio de 2018 S 32 086 0 0 $0
Christopher J Schaepe Propietario del 10% 30 de mayo de 2018 S 0 0 0 $0
Anthony Bacos 3 de agosto de 2026 M 951 994 0 17 $-2 666 649
Mikkel Svane 15 de diciembre de 2021 A 11 989 0 0 $0
Mitchell H. Lasky 21 de junio de 2021 S 3 277 0 0 $0
Paul Yee 23 de diciembre de 2019 C 11 778 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 41 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
RETL · Direxion Shares ETF Trust 0,67% 57 727 NS 30 de abril de 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,11% 129 693 SH 8 de agosto de 2026 Diario
IWC · iShares Trust 0,11% 399 685 SH 8 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,07% 140 551 SH 8 de agosto de 2026 Diario
GSSC · Goldman Sachs ETF Trust 0,05% 137 872 NS 31 de mayo de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 293 359 SH 8 de agosto de 2026 Diario
FNDA · SCHWAB STRATEGIC TRUST 0,03% 827 935 NS 31 de mayo de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 95 873 SH 8 de agosto de 2026 Diario
IWN · iShares Trust 0,03% 1 010 806 SH 8 de agosto de 2026 Diario
AVSC · AMERICAN CENTURY ETF TRUST 0,03% 208 721 NS 31 de mayo de 2026 N-PORT
TMFX · RBB Fund, Inc. 0,02% 2 229 NS 31 de mayo de 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,02% 391 373 SH 8 de agosto de 2026 Diario
SMLF · iShares Trust 0,02% 162 716 SH 8 de agosto de 2026 Diario
IWM · iShares Trust 0,02% 3 039 807 SH 8 de agosto de 2026 Diario
PNQI · Invesco Exchange-Traded Fund Trust 0,01% 18 178 SH 8 de agosto de 2026 Diario
RSSL · Global X Funds 0,01% 48 476 NS 30 de abril de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 401 721 NS 30 de abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,01% 1 394 331 SH 8 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 677 026 SH 8 de agosto de 2026 Diario
ITWO · ProShares Trust 0,01% 5 263 NS 31 de mayo de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 565 200 NS 31 de mayo de 2026 N-PORT
TMFE · RBB Fund, Inc. 0,01% 2 073 NS 31 de mayo de 2026 N-PORT
UWM · ProShares Trust 0,01% 4 116 NS 31 de mayo de 2026 N-PORT
URTY · ProShares Trust 0,00% 4 161 NS 31 de mayo de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 327 835 NS 30 de abril de 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 10 109 NS 31 de mayo de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 2 432 NS 30 de abril de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 10 938 NS 30 de abril de 2026 N-PORT
IWO · iShares Trust 0,00% 63 618 SH 8 de agosto de 2026 Diario
HDG · ProShares Trust 0,00% 105 NS 31 de mayo de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 3 436 NS 31 de mayo de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 11 157 NS 30 de abril de 2026 N-PORT
ITOT · iShares Trust 0,00% 180 780 SH 8 de agosto de 2026 Diario
DFAU · Dimensional ETF Trust 0,00% 23 077 NS 30 de abril de 2026 N-PORT
IWV · iShares Trust 0,00% 26 737 SH 8 de agosto de 2026 Diario
DFUS · Dimensional ETF Trust 0,00% 24 641 NS 30 de abril de 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 66 747 NS 31 de mayo de 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 5 706 NS 31 de mayo de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 3 455 063 SH 8 de agosto de 2026 Diario
VTWG · VANGUARD SCOTTSDALE FUNDS 0,00% 8 226 SH 8 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 8 180 SH 8 de agosto de 2026 Diario