SFIX Stitch Fix, Inc. - Class A Common Stock

NASDAQ · Retail · Ver em SEC EDGAR ↗
$3,33
Preço · Ago 19, 2026
Fundamentais a partir de Jun 11, 2026

Sobre Stitch Fix, Inc. - Class A Common Stock Visão geral da empresa 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. 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.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

SFIX Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$3.33
Capitalização de Mercado
P/E (TTM)
-20.4
EPS (TTM)
$-0.22
Receita (TTM)
$1.27B
Rendimento div.
ROE
-14.3%
Dívida/Capital
Intervalo 52 Semanas
$3 – $6

SFIX Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $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
Fluxo de caixa livre $9M
8-point trend, -83.3%
2018-07-28 2025-08-02
Margens -2.3%
8-point trend, +1.6%
2018-07-28 2025-08-02

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

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

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
SFIX
Mediana de Pares
Gross Margin (Margem Bruta)
5-point trend, -1.5%
44.4%
47.5%
Operating Margin (Margem Operacional)
5-point trend, -1.7%
-3.1%
Net Profit Margin (Margem de Lucro Líquido)
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%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
SFIX
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
5-point trend, -20.7%
1.8
1.3
Quick Ratio (Índice de Liquidez Seca)
5-point trend, +100.3%
1.1

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
SFIX
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, -39.7%
-5.3%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, -39.7%
-14.4%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, -39.7%
-5.8%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
SFIX
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, -175.0%
$-0.22

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
SFIX
Mediana de Pares

SFIX Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 12 analistas
  • Compra forte 3 25,0%
  • Compra 4 33,3%
  • Manter 4 33,3%
  • Venda 1 8,3%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

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

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.03%
Próximo relatório
Set 22, 2026
Período EPS Actual EPS est. Surpresa
30 de Setembro de 2026 $-0.01 $-0.06
30 de Junho de 2026 $-0.01 $-0.06 0.05%
31 de Março de 2026 $-0.02 $-0.05 0.03%
31 de Dezembro de 2025 $-0.05 $-0.05 -0.00%
30 de Setembro de 2025 $-0.07 $-0.10 0.03%
30 de Junho de 2025 $-0.06 $-0.11 0.05%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 14
Dados anuais de Demonstração de Resultados para SFIX
Métrica Tendência 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 ·
Balanço Patrimonial 24
Dados anuais de Balanço Patrimonial para SFIX
Métrica Tendência 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
Fluxo de Caixa 14
Dados anuais de Fluxo de Caixa para SFIX
Métrica Tendência 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 ·
Lucratividade 8
Dados anuais de Lucratividade para SFIX
Métrica Tendência 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 e Solvência 2
Dados anuais de Liquidez e Solvência para SFIX
Métrica Tendência 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 ·
Eficiência 2
Dados anuais de Eficiência para SFIX
Métrica Tendência 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 Ação 5
Dados anuais de Por Ação para SFIX
Métrica Tendência 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 ·
Taxas de Crescimento 3
Dados anuais de Taxas de Crescimento para SFIX
Métrica Tendência 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% · · · · · · · ·
Avaliação (TTM) 9
Dados anuais de Avaliação (TTM) para SFIX
Métrica Tendência 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% ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-08-022024-08-032023-07-292022-07-302021-07-31
Receita $1.27B$1.34B$1.59B$2.02B$2.10B
Margem Bruta % 44.4%44.3%42.2%43.8%45.1%
Margem Operacional % -3.1%-10.0%-10.8%-10.0%-3.0%
Lucro líquido $-29M$-129M$-172M$-207M$-9M
EPS Diluído $-0.22$-1.07$-1.50$-1.90$-0.08
Balanço Patrimonial
2025-08-022024-08-032023-07-292022-07-302021-07-31
Índice de liquidez corrente 1.81.81.81.62.3
Índice de Liquidez Seca 1.11.21.10.40.6
Fluxo de Caixa
2025-08-022024-08-032023-07-292022-07-302021-07-31
Fluxo de caixa livre $9M$14M$39M$9M$-51M

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Investidores institucionais (13F) 212 declarantes · $377.2M total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
31 (-14 vs trimestre anterior) 26 (-7 vs trimestre anterior) 80 (+21 vs trimestre anterior) 42 (-12 vs trimestre anterior) +5.8M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
DISCIPLINED GROWTH INVESTORS INC /MN $77.720.314 18.910.052 20,60% Ações
VANGUARD GROUP INC $37.347.445 7.113.799 9,90% Ações
Working Capital Advisors (UK) Ltd. $33.520.293 8.155.789 8,89% Ações
RENAISSANCE TECHNOLOGIES LLC $24.675.034 6.003.658 6,54% Ações
VANGUARD CAPITAL MANAGEMENT LLC $20.382.320 4.959.202 5,40% Ações
STATE STREET CORP $14.399.401 3.503.504 3,82% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $13.122.852 3.192.908 3,48% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $12.506.237 3.042.880 3,32% Ações
Archon Capital Management LLC $12.369.908 3.009.710 3,28% Ações
GEODE CAPITAL MANAGEMENT, LLC $11.109.401 2.702.193 2,94% Ações
DIMENSIONAL FUND ADVISORS LP $9.550.847 2.323.807 2,53% Ações
JACOBS LEVY EQUITY MANAGEMENT, INC $8.951.354 2.177.945 2,37% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8.343.999 2.030.170 2,21% Ações
GOLDMAN SACHS GROUP INC $6.526.265 1.587.899 1,73% Ações
Hodges Capital Management Inc. $5.665.429 1.378.450 1,50% Ações
Focus Partners Wealth $5.084.086 1.237.004 1,35% Ações
Qube Research & Technologies Ltd $4.817.775 1.172.208 1,28% Ações
Kent Lake PR LLC $4.350.000 1.000.000 1,15% Ações
FMR LLC $3.462.679 842.501 0,92% Ações
Bank of New York Mellon Corp $3.457.464 841.232 0,92% Ações
CAPTRUST FINANCIAL ADVISORS $3.358.100 817.056 0,89% Ações
VANGUARD FIDUCIARY TRUST CO $3.260.833 793.390 0,86% Ações
Quinn Opportunity Partners LLC $3.121.771 759.555 0,83% Ações
COATUE MANAGEMENT LLC $3.022.383 735.373 0,80% Ações
STATE OF MICHIGAN RETIREMENT SYSTEM $2.987.900 726.983 0,79% Ações
LOS ANGELES CAPITAL MANAGEMENT LLC $2.276.941 554.000 0,60% Ações
BlackRock, Inc. $2.156.870 524.786 0,57% Ações
CITADEL ADVISORS LLC $2.076.372 505.200 0,55% Opção de venda
Connor, Clark & Lunn Investment Management Ltd. $1.793.320 436.331 0,48% Ações
IEQ CAPITAL, LLC $1.619.730 394.095 0,43% Ações
CANNELL CAPITAL LLC $1.483.873 4.483 0,39% Opção de compra
ARMISTICE CAPITAL, LLC $1.449.909 352.776 0,38% Ações
FRANKLIN RESOURCES INC $1.445.142 351.616 0,38% Ações
Cubist Systematic Strategies, LLC $1.418.344 326.056 0,38% Ações
Divisadero Street Capital Management, LP $1.281.280 311.747 0,34% Ações
XTX Topco Ltd $1.235.441 300.594 0,33% Ações
AMERIPRISE FINANCIAL INC $1.215.557 295.756 0,32% Ações
MILLENNIUM MANAGEMENT LLC $1.134.261 275.976 0,30% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $998.857 243.031 0,26% Ações
AMERICAN CENTURY COMPANIES INC $924.627 224.970 0,25% Ações
Mariner, LLC $876.710 213.259 0,23% Ações
D. E. Shaw & Co., Inc. $838.535 204.023 0,22% Ações
TWO SIGMA ADVISERS, LP $758.100 144.400 0,20% Ações
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $738.423 179.665 0,20% Ações
BANK OF AMERICA CORP /DE/ $655.512 159.492 0,17% Ações
Vanguard Global Advisers, LLC $651.686 158.561 0,17% Ações
TWO SIGMA INVESTMENTS, LP $642.541 156.336 0,17% Ações
RHUMBLINE ADVISERS $621.151 151.135 0,16% Ações
MERCER GLOBAL ADVISORS INC /ADV $582.325 141.685 0,15% Ações
JANE STREET GROUP, LLC $573.004 139.417 0,15% Ações
CITADEL ADVISORS LLC $529.730 128.888 0,14% Ações
DEUTSCHE BANK AG\ $471.799 114.793 0,13% Ações
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $427.715 133.140 0,11% Ações
WELLS FARGO & COMPANY/MN $407.363 99.115 0,11% Ações
ALLIANCEBERNSTEIN L.P. $407.289 123.048 0,11% Ações
CANADA PENSION PLAN INVESTMENT BOARD $385.107 93.700 0,10% Ações
Graham Capital Management, L.P. $384.466 93.544 0,10% Ações
Creative Planning $372.498 90.632 0,10% Ações
CWM, LLC $369.621 111.668 0,10% Ações
ALGERT GLOBAL LLC $361.269 87.900 0,10% Ações
Voleon Capital Management LP $353.361 85.976 0,09% Ações
BNP PARIBAS FINANCIAL MARKETS $328.081 79.825 0,09% Ações
MetLife Investment Management, LLC $311.912 75.891 0,08% Ações
VOYA INVESTMENT MANAGEMENT LLC $294.046 71.544 0,08% Ações
Argos Wealth Advisors, LLC $283.446 68.965 0,08% Ações
Rafferty Asset Management, LLC $267.417 65.065 0,07% Ações
WINTON GROUP Ltd $263.451 64.100 0,07% Ações
State of Wyoming $243.209 59.175 0,06% Ações
Russell Investments Group, Ltd. $230.891 56.178 0,06% Ações
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $222.680 54.180 0,06% Ações
Cornerstone Investment Partners, LLC $215.709 52.484 0,06% Ações
CITADEL ADVISORS LLC $214.953 52.300 0,06% Opção de compra
Parallel Advisors, LLC $207.543 50.497 0,06% Ações
GLENMEDE TRUST CO NA $205.919 50.102 0,05% Ações
BAILARD, INC. $197.280 48.000 0,05% Ações
Simplicity Wealth,LLC $195.895 47.663 0,05% Ações
HSBC HOLDINGS PLC $195.456 46.704 0,05% Ações
CITIGROUP INC $195.431 47.550 0,05% Ações
Invesco Ltd. $191.678 46.637 0,05% Ações
BARCLAYS PLC $180.787 43.987 0,05% Ações
JANE STREET GROUP, LLC $180.018 43.800 0,05% Opção de compra
Tower Research Capital LLC (TRC) $178.851 43.516 0,05% Ações
WOLVERINE TRADING, LLC $176.472 38.700 0,05% Opção de compra
CANNELL CAPITAL LLC $176.317 53.268 0,05% Ações
Cerity Partners LLC $172.361 41.937 0,05% Ações
WOLVERINE TRADING, LLC $154.584 33.900 0,04% Opção de venda
EntryPoint Capital, LLC $149.657 36.413 0,04% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $147.960 36.000 0,04% Opção de compra
Centiva Capital, LP $147.874 35.979 0,04% Ações
PRUDENTIAL FINANCIAL INC $140.377 34.155 0,04% Ações
Police & Firemen's Retirement System of New Jersey $138.692 33.745 0,04% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $137.274 33.400 0,04% Opção de venda
MANUFACTURERS LIFE INSURANCE COMPANY, THE $133.563 32.497 0,04% Ações
Shay Capital LLC $123.300 30.000 0,03% Opção de compra
NEW YORK STATE COMMON RETIREMENT FUND $122.289 29.754 0,03% Ações
Brevan Howard Capital Management LP $122.067 29.700 0,03% Ações
BRIGHTON JONES LLC $121.735 29.619 0,03% Ações
Aquatic Capital Management LLC $119.597 29.099 0,03% Ações
LPL Financial LLC $115.244 28.040 0,03% Ações
INTECH INVESTMENT MANAGEMENT LLC $110.275 26.831 0,03% Ações

Executivos da empresa 29 insiders · 7 diretores · 11 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Matt Baer Chief Executive Officer 17 de Junho de 2026 M 2.009.740 0 0 $0
Elizabeth Spaulding Chief Executive Officer 16 de Março de 2022 F 188.926 0 0 $0
David Aufderhaar Chief Financial Officer 6 de Julho de 2026 S 1.102.369 0 1 $-257.568
Dan Jedda Chief Financial Officer 16 de Março de 2022 F 285.711 0 0 $0
Casey O'Connor Chief Legal Officer 16 de Julho de 2026 S 429.618 0 1 $-196.500
Scott Darling Chief Legal Officer & Secr. 16 de Março de 2022 F 65.850 0 0 $0
Sarah Barkema Chief Accounting Officer 6 de Janeiro de 2022 A 60.693 0 0 $0
Elizabeth Goodwin Williams Conselheiro 13 de Dezembro de 2022 A 41.457 0 0 $0
J. William Gurley Conselheiro 8 de Julho de 2022 P 2.149.762 0 0 $0
Neal Mohan Conselheiro 15 de Dezembro de 2021 A 6.211 0 0 $0
Mike C. Smith Conselheiro 15 de Dezembro de 2021 A 51.372 0 0 $0
Kirsten A. Lynch Conselheiro 15 de Dezembro de 2021 A 11.989 0 0 $0
Marka Hansen Conselheiro 15 de Dezembro de 2021 A 4.016 0 0 $0
Sharon Mccollam Conselheiro 15 de Dezembro de 2021 A 5.820 0 0 $0
Katrina Lake Conselheiro 18 de Novembro de 2021 C 0 0 0 $0
Steven P. Anderson Conselheiro 21 de Outubro de 2020 J 0 0 0 $0
Steven M Spurlock Detentor de 10% 12 de Março de 2020 P 50.000 0 0 $0
Peter H. Fenton Detentor de 10% 5 de Julho de 2019 S 0 0 0 $0
Matthew R. Cohler Detentor de 10% 21 de Junho de 2019 S 0 0 0 $0
Bruce W. Dunlevie Detentor de 10% 14 de Junho de 2019 G 0 0 0 $0
Eric Vishria Detentor de 10% 4 de Outubro de 2018 C 468 0 0 $0
Barry Eggers Detentor de 10% 31 de Agosto de 2018 S 0 0 0 $0
Ravi Mhatre Detentor de 10% 6 de Julho de 2018 S 0 0 0 $0
Peter Nieh Detentor de 10% 5 de Julho de 2018 S 32.086 0 0 $0
Christopher J Schaepe Detentor de 10% 30 de Maio 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 Dezembro de 2021 A 11.989 0 0 $0
Mitchell H. Lasky 21 de Junho de 2021 S 3.277 0 0 $0
Paul Yee 23 de Dezembro de 2019 C 11.778 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 41 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
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 Diário
IWC · iShares Trust 0,11% 399.685 SH 8 de Agosto de 2026 Diário
VFVA · VANGUARD WELLINGTON FUND 0,07% 140.551 SH 8 de Agosto de 2026 Diário
GSSC · Goldman Sachs ETF Trust 0,05% 137.872 NS 31 de Maio de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 293.359 SH 8 de Agosto de 2026 Diário
FNDA · SCHWAB STRATEGIC TRUST 0,03% 827.935 NS 31 de Maio de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,03% 95.873 SH 8 de Agosto de 2026 Diário
IWN · iShares Trust 0,03% 1.010.806 SH 8 de Agosto de 2026 Diário
AVSC · AMERICAN CENTURY ETF TRUST 0,03% 208.721 NS 31 de Maio de 2026 N-PORT
TMFX · RBB Fund, Inc. 0,02% 2.229 NS 31 de Maio de 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,02% 391.373 SH 8 de Agosto de 2026 Diário
SMLF · iShares Trust 0,02% 162.716 SH 8 de Agosto de 2026 Diário
IWM · iShares Trust 0,02% 3.039.807 SH 8 de Agosto de 2026 Diário
PNQI · Invesco Exchange-Traded Fund Trust 0,01% 18.178 SH 8 de Agosto de 2026 Diário
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 Diário
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 677.026 SH 8 de Agosto de 2026 Diário
ITWO · ProShares Trust 0,01% 5.263 NS 31 de Maio de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,01% 565.200 NS 31 de Maio de 2026 N-PORT
TMFE · RBB Fund, Inc. 0,01% 2.073 NS 31 de Maio de 2026 N-PORT
UWM · ProShares Trust 0,01% 4.116 NS 31 de Maio de 2026 N-PORT
URTY · ProShares Trust 0,00% 4.161 NS 31 de Maio 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 Maio 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 Diário
HDG · ProShares Trust 0,00% 105 NS 31 de Maio de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 3.436 NS 31 de Maio 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 Diário
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 Diário
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 Maio de 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 5.706 NS 31 de Maio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 3.455.063 SH 8 de Agosto de 2026 Diário
VTWG · VANGUARD SCOTTSDALE FUNDS 0,00% 8.226 SH 8 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 8.180 SH 8 de Agosto de 2026 Diário