SFIX
Stitch Fix, Inc. · Consumer Cyclical · Apparel - Retail
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +15.4% ·
nuevas posiciones netas +9.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -5 | 60.82M | $249.80M | +3 | −8 |
| Q1 2026 | 80 | +3 | 62.64M | $207.57M | +8 | −6 |
| Q4 2025 | 78 | -3 | 61.42M | $322.47M | +1 | −3 |
| Q3 2025 | 20 | +1 | 44.40M | $193.13M | +1 | −1 |
| Q2 2025 | 17 | +1 | 34.68M | $128.31M | +1 | — |
| Q1 2025 | 13 | +1 | 14.45M | $46.98M | +2 | −1 |
| Q4 2024 | 12 | 0 | 15.17M | $65.38M | +1 | −1 |
| Q3 2024 | 11 | +1 | 12.27M | $34.61M | +1 | — |
| Q2 2024 | 10 | — | 10.64M | $44.15M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 5.67M | +27.9% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.29M | +3.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.29M | +3.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 1.17M | +66.1% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 1.17M | +66.1% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.17M | +66.1% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 1.12M | +152.4% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Coatue Management ✦ | 790.17K | 0.0% | $2.23M | 0.0% | Held | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 704.82K | -46.0% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 704.82K | -46.0% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 227.60K | -0.1% | $641,826 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 134.39K | -65.2% | $378,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 134.39K | -65.2% | $378,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 87.69K | +0.9% | $248,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 51.00K | 0.0% | $143,823 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 27.46K | Nuevo | $77,443 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $77,443 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 187 tenedores, 108.04M acciones, $353.04M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.