SFIX
Stitch Fix, Inc. · Consumer Cyclical · Apparel - Retail
Données momentum (gérants comparables) :
étendue des détenteurs +6.2% ·
flux d'actions +3.6% ·
nouvelles positions nettes +5.9%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 11.10M | — | $41.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passif) | 7.44M | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passif) | 7.44M | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 7.44M | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 7.44M | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 5.86M | +2.4% | $21.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passif) | 2.61M | +7.2% | $9.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passif) | 2.61M | +7.2% | $9.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passif) | 2.39M | -12.9% | $8.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 2.01M | +4898.1% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 2.01M | +4898.1% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 2.01M | +4898.1% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Coatue Management ✦ | 790.17K | 0.0% | $2.92M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 719.01K | +815.1% | $2.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 463.78K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 463.78K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 404.40K | -33.9% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 404.40K | -33.9% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 404.40K | -33.9% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 404.40K | -33.9% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 196.59K | -86.6% | $727,365 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 184.23K | +1.4% | $681,655 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 184.23K | +1.4% | $681,655 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 168.00K | -0.9% | $621,600 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 136.57K | +5.8% | $506,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Millennium Management ✦ | 134.40K | +387.9% | $497,284 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Norges Bank ✦ (passif) | 51.00K | 0.0% | $188,704 | 0.0% | Held | 5 | SEC ↗ |
| 38 | Gotham Asset Management ✦ | 16.54K | Nouveau | $61,213 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Gotham Asset Management | $61,213 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 187 détenteurs, 108.04M actions, $353.04M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.