SFIX Stitch Fix, Inc. - Class A Common Stock

NASDAQ · Retail · Visualizza su SEC EDGAR ↗
$3,31
Prezzo · Ago 24, 2026
Fondamentali al Giu 11, 2026

Informazioni su Stitch Fix, Inc. - Class A Common Stock Panoramica della società da 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.

Stitch Fix Freestyle, launched in 2021, is a feature that allows users to browse and purchase individual apparel items directly through the platform without requesting a scheduled Fix.

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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

SFIX Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$3.31
Capitalizzazione di Mercato
P/E (TTM)
-20.4
EPS (TTM)
$-0.22
Ricavi (TTM)
$1.27B
Rendimento div.
ROE
-14.3%
D/E Debito/Patrimonio
Intervallo 52 sett.
$3 – $6

SFIX Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $1.27B
10-point trend, +73.5%
2016-07-30 2025-08-02
EPS $-0.22
10-point trend, -164.7%
2016-07-30 2025-08-02
Flusso di cassa libero $9M
8-point trend, -83.3%
2018-07-28 2025-08-02
Margini -2.3%
8-point trend, +1.6%
2018-07-28 2025-08-02

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer
P/E (TTM)
5-point trend, +97.0%
-20.4
30.8

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, -1.5%
44.4%
45.0%
Operating Margin (Margine Operativo)
5-point trend, -1.7%
-3.1%
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, -20.7%
1.8
1.3
Quick Ratio
5-point trend, +100.3%
1.1

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -39.7%
-5.3%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -39.7%
-14.4%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -39.7%
-5.8%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -175.0%
$-0.22

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
SFIX
Mediana dei peer

SFIX Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 12 analisti
  • Acquisto forte 3 25,0%
  • Compra 4 33,3%
  • Mantieni 4 33,3%
  • Vendi 1 8,3%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

5 analisti · 2026-08-22
Target mediano $5.00 +51,1%
Target medio $4.70 +42,0%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.03%
Prossimo report
Set 22, 2026
Periodo EPS Actual EPS Stimato Sorpresa
30 Settembre 2026 $-0.01 $-0.06
30 Giugno 2026 $-0.01 $-0.06 0.05%
31 Marzo 2026 $-0.02 $-0.05 0.03%
31 Dicembre 2025 $-0.05 $-0.05 -0.00%
30 Settembre 2025 $-0.07 $-0.10 0.03%
30 Giugno 2025 $-0.06 $-0.11 0.05%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
SFIX -20.4 -5.3% -2.3% -14.3% 44.4%
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%
ZUMZ $415M 31.4 4.5% 1.4% 4.3% 35.8%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14
Dati annuali Conto Economico per SFIX
Metrica Tendenza 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 ·
Stato Patrimoniale 24
Dati annuali Stato Patrimoniale per SFIX
Metrica Tendenza 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
Flusso di cassa 14
Dati annuali Flusso di cassa per SFIX
Metrica Tendenza 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 ·
Redditività 8
Dati annuali Redditività per SFIX
Metrica Tendenza 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% ·
Liquidità e Solvibilità 2
Dati annuali Liquidità e Solvibilità per SFIX
Metrica Tendenza 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 ·
Efficienza 2
Dati annuali Efficienza per SFIX
Metrica Tendenza 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 ·
Per Azione 5
Dati annuali Per Azione per SFIX
Metrica Tendenza 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 ·
Tassi di Crescita 3
Dati annuali Tassi di Crescita per SFIX
Metrica Tendenza 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% · · · · · · · ·
Valutazione (TTM) 9
Dati annuali Valutazione (TTM) per SFIX
Metrica Tendenza 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% ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-08-022024-08-032023-07-292022-07-302021-07-31
Ricavi $1.27B$1.34B$1.59B$2.02B$2.10B
Margine Lordo % 44.4%44.3%42.2%43.8%45.1%
Margine Operativo % -3.1%-10.0%-10.8%-10.0%-3.0%
Utile netto $-29M$-129M$-172M$-207M$-9M
EPS Diluito $-0.22$-1.07$-1.50$-1.90$-0.08
Stato Patrimoniale
2025-08-022024-08-032023-07-292022-07-302021-07-31
Rapporto corrente 1.81.81.81.62.3
Quick Ratio 1.11.21.10.40.6
Flusso di cassa
2025-08-022024-08-032023-07-292022-07-302021-07-31
Flusso di cassa libero $9M$14M$39M$9M$-51M

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Proprietari istituzionali (13F) 211 filer · $375.8M totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
27 (-22 vs trimestre precedente) 26 (-7 vs trimestre precedente) 85 (+26 vs trimestre precedente) 42 (-12 vs trimestre precedente) -2.7M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
DISCIPLINED GROWTH INVESTORS INC /MN $77.720.314 18.910.052 20,68% Azioni
VANGUARD GROUP INC $37.347.445 7.113.799 9,94% Azioni
Working Capital Advisors (UK) Ltd. $33.520.293 8.155.789 8,92% Azioni
RENAISSANCE TECHNOLOGIES LLC $24.675.034 6.003.658 6,57% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $20.382.320 4.959.202 5,42% Azioni
STATE STREET CORP $14.399.401 3.503.504 3,83% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $13.122.852 3.192.908 3,49% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $12.506.237 3.042.880 3,33% Azioni
Archon Capital Management LLC $12.369.908 3.009.710 3,29% Azioni
GEODE CAPITAL MANAGEMENT, LLC $11.109.401 2.702.193 2,96% Azioni
DIMENSIONAL FUND ADVISORS LP $9.550.847 2.323.807 2,54% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $8.951.354 2.177.945 2,38% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8.343.999 2.030.170 2,22% Azioni
GOLDMAN SACHS GROUP INC $6.526.265 1.587.899 1,74% Azioni
Hodges Capital Management Inc. $5.665.429 1.378.450 1,51% Azioni
Focus Partners Wealth $5.084.086 1.237.004 1,35% Azioni
Qube Research & Technologies Ltd $4.817.775 1.172.208 1,28% Azioni
Kent Lake PR LLC $4.350.000 1.000.000 1,16% Azioni
FMR LLC $3.462.679 842.501 0,92% Azioni
Bank of New York Mellon Corp $3.457.464 841.232 0,92% Azioni
CAPTRUST FINANCIAL ADVISORS $3.358.100 817.056 0,89% Azioni
VANGUARD FIDUCIARY TRUST CO $3.260.833 793.390 0,87% Azioni
Quinn Opportunity Partners LLC $3.121.771 759.555 0,83% Azioni
COATUE MANAGEMENT LLC $3.022.383 735.373 0,80% Azioni
STATE OF MICHIGAN RETIREMENT SYSTEM $2.987.900 726.983 0,80% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $2.276.941 554.000 0,61% Azioni
BlackRock, Inc. $2.156.870 524.786 0,57% Azioni
CITADEL ADVISORS LLC $2.076.372 505.200 0,55% Opzione Put
Connor, Clark & Lunn Investment Management Ltd. $1.793.320 436.331 0,48% Azioni
IEQ CAPITAL, LLC $1.619.730 394.095 0,43% Azioni
ARMISTICE CAPITAL, LLC $1.449.909 352.776 0,39% Azioni
FRANKLIN RESOURCES INC $1.445.142 351.616 0,38% Azioni
Cubist Systematic Strategies, LLC $1.418.344 326.056 0,38% Azioni
Divisadero Street Capital Management, LP $1.281.280 311.747 0,34% Azioni
XTX Topco Ltd $1.235.441 300.594 0,33% Azioni
AMERIPRISE FINANCIAL INC $1.215.557 295.756 0,32% Azioni
MILLENNIUM MANAGEMENT LLC $1.134.261 275.976 0,30% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $998.857 243.031 0,27% Azioni
AMERICAN CENTURY COMPANIES INC $924.627 224.970 0,25% Azioni
Mariner, LLC $876.710 213.259 0,23% Azioni
D. E. Shaw & Co., Inc. $838.535 204.023 0,22% Azioni
TWO SIGMA ADVISERS, LP $758.100 144.400 0,20% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $738.423 179.665 0,20% Azioni
BANK OF AMERICA CORP /DE/ $655.512 159.492 0,17% Azioni
Vanguard Global Advisers, LLC $651.686 158.561 0,17% Azioni
TWO SIGMA INVESTMENTS, LP $642.541 156.336 0,17% Azioni
RHUMBLINE ADVISERS $621.151 151.135 0,17% Azioni
MERCER GLOBAL ADVISORS INC /ADV $582.325 141.685 0,15% Azioni
JANE STREET GROUP, LLC $573.004 139.417 0,15% Azioni
CITADEL ADVISORS LLC $529.730 128.888 0,14% Azioni
DEUTSCHE BANK AG\ $471.799 114.793 0,13% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $427.715 133.140 0,11% Azioni
WELLS FARGO & COMPANY/MN $407.363 99.115 0,11% Azioni
ALLIANCEBERNSTEIN L.P. $407.289 123.048 0,11% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $385.107 93.700 0,10% Azioni
Graham Capital Management, L.P. $384.466 93.544 0,10% Azioni
Creative Planning $372.498 90.632 0,10% Azioni
CWM, LLC $369.621 111.668 0,10% Azioni
ALGERT GLOBAL LLC $361.269 87.900 0,10% Azioni
Voleon Capital Management LP $353.361 85.976 0,09% Azioni
BNP PARIBAS FINANCIAL MARKETS $328.081 79.825 0,09% Azioni
MetLife Investment Management, LLC $311.912 75.891 0,08% Azioni
VOYA INVESTMENT MANAGEMENT LLC $294.046 71.544 0,08% Azioni
Argos Wealth Advisors, LLC $283.446 68.965 0,08% Azioni
Rafferty Asset Management, LLC $267.417 65.065 0,07% Azioni
WINTON GROUP Ltd $263.451 64.100 0,07% Azioni
State of Wyoming $243.209 59.175 0,06% Azioni
Russell Investments Group, Ltd. $230.891 56.178 0,06% Azioni
CANNELL CAPITAL LLC $224.106 54.527 0,06% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $222.680 54.180 0,06% Azioni
Cornerstone Investment Partners, LLC $215.709 52.484 0,06% Azioni
CITADEL ADVISORS LLC $214.953 52.300 0,06% Opzione Call
Parallel Advisors, LLC $207.543 50.497 0,06% Azioni
GLENMEDE TRUST CO NA $205.919 50.102 0,05% Azioni
BAILARD, INC. $197.280 48.000 0,05% Azioni
Simplicity Wealth,LLC $195.895 47.663 0,05% Azioni
HSBC HOLDINGS PLC $195.456 46.704 0,05% Azioni
CITIGROUP INC $195.431 47.550 0,05% Azioni
Invesco Ltd. $191.678 46.637 0,05% Azioni
BARCLAYS PLC $180.787 43.987 0,05% Azioni
JANE STREET GROUP, LLC $180.018 43.800 0,05% Opzione Call
Tower Research Capital LLC (TRC) $178.851 43.516 0,05% Azioni
WOLVERINE TRADING, LLC $176.472 38.700 0,05% Opzione Call
Cerity Partners LLC $172.361 41.937 0,05% Azioni
WOLVERINE TRADING, LLC $154.584 33.900 0,04% Opzione Put
EntryPoint Capital, LLC $149.657 36.413 0,04% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $147.960 36.000 0,04% Opzione Call
Centiva Capital, LP $147.874 35.979 0,04% Azioni
PRUDENTIAL FINANCIAL INC $140.377 34.155 0,04% Azioni
Police & Firemen's Retirement System of New Jersey $138.692 33.745 0,04% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $137.274 33.400 0,04% Opzione Put
MANUFACTURERS LIFE INSURANCE COMPANY, THE $133.563 32.497 0,04% Azioni
Shay Capital LLC $123.300 30.000 0,03% Opzione Call
NEW YORK STATE COMMON RETIREMENT FUND $122.289 29.754 0,03% Azioni
Brevan Howard Capital Management LP $122.067 29.700 0,03% Azioni
BRIGHTON JONES LLC $121.735 29.619 0,03% Azioni
Aquatic Capital Management LLC $119.597 29.099 0,03% Azioni
LPL Financial LLC $115.244 28.040 0,03% Azioni
INTECH INVESTMENT MANAGEMENT LLC $110.275 26.831 0,03% Azioni
Pallas Capital Advisors LLC $110.144 26.799 0,03% Azioni

Insider aziendali 29 insider · 7 dirigenti · 11 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Matt Baer Chief Executive Officer 17 Giugno 2026 M 2.009.740 0 0 $0
Elizabeth Spaulding Chief Executive Officer 16 Marzo 2022 F 188.926 0 0 $0
David Aufderhaar Chief Financial Officer 06 Luglio 2026 S 1.102.369 0 1 $-257.568
Dan Jedda Chief Financial Officer 16 Marzo 2022 F 285.711 0 0 $0
Casey O'Connor Chief Legal Officer 16 Luglio 2026 S 429.618 0 1 $-196.500
Scott Darling Chief Legal Officer & Secr. 16 Marzo 2022 F 65.850 0 0 $0
Sarah Barkema Chief Accounting Officer 06 Gennaio 2022 A 60.693 0 0 $0
Katrina Lake Direttore 16 Luglio 2024 C 0 0 0 $0
Elizabeth Goodwin Williams Direttore 13 Dicembre 2022 A 41.457 0 0 $0
J. William Gurley Direttore 08 Luglio 2022 P 2.149.762 0 0 $0
Neal Mohan Direttore 15 Dicembre 2021 A 6.211 0 0 $0
Mike C. Smith Direttore 15 Dicembre 2021 A 51.372 0 0 $0
Kirsten A. Lynch Direttore 15 Dicembre 2021 A 11.989 0 0 $0
Marka Hansen Direttore 15 Dicembre 2021 A 4.016 0 0 $0
Sharon Mccollam Direttore 15 Dicembre 2021 A 5.820 0 0 $0
Steven P. Anderson Direttore 21 Ottobre 2020 J 0 0 0 $0
Steven M Spurlock Proprietario del 10% 12 Marzo 2020 P 50.000 0 0 $0
Peter H. Fenton Proprietario del 10% 05 Luglio 2019 S 0 0 0 $0
Matthew R. Cohler Proprietario del 10% 21 Giugno 2019 S 0 0 0 $0
Bruce W. Dunlevie Proprietario del 10% 14 Giugno 2019 G 0 0 0 $0
Eric Vishria Proprietario del 10% 04 Ottobre 2018 C 468 0 0 $0
Barry Eggers Proprietario del 10% 31 Agosto 2018 S 0 0 0 $0
Ravi Mhatre Proprietario del 10% 06 Luglio 2018 S 0 0 0 $0
Peter Nieh Proprietario del 10% 05 Luglio 2018 S 32.086 0 0 $0
Christopher J Schaepe Proprietario del 10% 30 Maggio 2018 S 0 0 0 $0
Anthony Bacos 03 Agosto 2026 M 951.994 0 17 $-2.666.649
Mikkel Svane 15 Dicembre 2021 A 11.989 0 0 $0
Mitchell H. Lasky 21 Giugno 2021 S 3.277 0 0 $0
Paul Yee 23 Dicembre 2019 C 11.778 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 42 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
RETL · Direxion Shares ETF Trust 0,67% 57.727 NS 30 Aprile 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,11% 129.693 SH 19 Agosto 2026 Giornaliero
IWC · iShares Trust 0,09% 404.945 SH 21 Agosto 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,07% 140.551 SH 19 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,05% 137.872 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,03% 292.846 SH 21 Agosto 2026 Giornaliero
FNDA · SCHWAB STRATEGIC TRUST 0,03% 827.935 NS 31 Maggio 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 95.873 SH 19 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,03% 208.721 NS 31 Maggio 2026 N-PORT
TMFX · RBB Fund, Inc. 0,02% 2.229 NS 31 Maggio 2026 N-PORT
IWN · iShares Trust 0,02% 1.013.918 SH 20 Agosto 2026 Giornaliero
VCR · VANGUARD WORLD FUND 0,02% 391.373 SH 19 Agosto 2026 Giornaliero
IWM · iShares Trust 0,01% 3.054.981 SH 21 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,01% 48.476 NS 30 Aprile 2026 N-PORT
PNQI · Invesco Exchange-Traded Fund Trust 0,01% 18.093 SH 21 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,01% 401.721 NS 30 Aprile 2026 N-PORT
RB · ProShares Trust 0,01% 33 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,01% 1.394.331 SH 19 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 677.026 SH 19 Agosto 2026 Giornaliero
ITWO · ProShares Trust 0,01% 5.263 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 565.200 NS 31 Maggio 2026 N-PORT
TMFE · RBB Fund, Inc. 0,01% 2.073 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,01% 4.116 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 4.161 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 327.835 NS 30 Aprile 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 10.109 NS 31 Maggio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 2.432 NS 30 Aprile 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 10.938 NS 30 Aprile 2026 N-PORT
HDG · ProShares Trust 0,00% 105 NS 31 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 3.436 NS 31 Maggio 2026 N-PORT
IWO · iShares Trust 0,00% 65.195 SH 21 Agosto 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,00% 11.157 NS 30 Aprile 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 23.077 NS 30 Aprile 2026 N-PORT
ITOT · iShares Trust 0,00% 181.276 SH 21 Agosto 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,00% 24.641 NS 30 Aprile 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 66.747 NS 31 Maggio 2026 N-PORT
IWV · iShares Trust 0,00% 26.795 SH 21 Agosto 2026 Giornaliero
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 5.706 NS 31 Maggio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 3.455.063 SH 19 Agosto 2026 Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS 0,00% 8.226 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 8.180 SH 19 Agosto 2026 Giornaliero
SMLF · iShares Trust 163.736 SH 21 Agosto 2026 Giornaliero