SFIX
Stitch Fix, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 7 to Apr 10 2 days of insider sells: $387.7K by 2 insiders, avg $3.08
- A May 28 Northland Capital Markets initiates
- R Jun 10 Stitch Fix reported Q3 FY2026 results that exceeded low expectations…
- S Jun 16 to Aug 3 10 days of insider sells: $3.1M by 3 insiders, avg $4.01
- E Sep 23 Earnings: SFIX Q2 2026 Earnings: EPS $-0.02 (+65.9% vs est)
- A Sep 24 William Blair downgrades
- A Sep 29 Mizuho upgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $3.5M.
- InstitutionsBULLISH
Q2 2026: 25 added (0 new), 13 trimmed or exited.
- AnalystsBULLISH
6 of 12 rate it Buy or better. Median target $3.50 (+32%).
- Short sellersSTEADY
Short interest +2.2% to 14.94M shares. 4.6 days to cover, ≈11.2% of shares.
- TrendDOWNTREND
6% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Nuveen, LLC | DOUBLED | $5.2M |
| Qube Research & Technologies Ltd | TRIM | $4.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | $3.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | $2.3M |
| JANE STREET GROUP, LLC | TRIM | $1.8M |
| IEQ CAPITAL, LLC | ADD | $1.6M |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | $1.2M |
| MORGAN STANLEY | TRIM | $1.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is inside the target range. Median implies +32%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 29, 2026 | Mizuho UPGRADE | Neutral |
| Sep 24, 2026 | UBS MAINTAIN | Neutral |
| Sep 24, 2026 | Telsey Advisory Group MAINTAIN | Market Perform |
| Sep 24, 2026 | William Blair DOWNGRADE | Market Perform |
| Sep 2, 2026 | UBS MAINTAIN | Neutral |
| Jun 11, 2026 | UBS MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 20, 2026 | O'Connor Casey Chief Legal Officer | AWARD | 266,667 sh |
| Oct 20, 2026 | Aufderhaar David Chief Financial Officer | AWARD | 462,963 sh |
| Oct 20, 2026 | Baer Matt Chief Executive Officer | AWARD | 1,064,815 sh |
| Sep 16, 2026 | O'Connor Casey Chief Legal Officer | EXERCISE | 25,284 sh |
| Sep 16, 2026 | Aufderhaar David Chief Financial Officer | EXERCISE | 43,895 sh |
| Sep 16, 2026 | O'Connor Casey Chief Legal Officer | TAX W/H | $76.4K |
| Sep 16, 2026 | Baer Matt Chief Executive Officer | EXERCISE | 61,452 sh |
| Sep 16, 2026 | Baer Matt Chief Executive Officer | TAX W/H | $338.3K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
12 filings · 1 bullish · 2 bearish · 9 neutral- BEARISH 144Oct 20, 2026
Anthony Bacos, a former affiliate of Stitch Fix, filed a Form 144 notice of intent to sell 69,292…
Monitor for actual execution of this sale and any subsequent Form 4 filings. The consistent selling pattern by a former affiliate over the past three months suggests ongoing insider distribution…
- NEUTRAL SC 13G/AOct 15, 2026
Working Capital Advisors (UK) Ltd. and related entities filed Amendment No. 6 to their Schedule…
The passive stake below 5% with no activist intent suggests limited near-term catalyst. Monitor for any future 13D conversion or stake changes above 5%.
- NEUTRAL 144Oct 7, 2026
Former affiliate Anthony Bacos filed a Form 144 notice of intent to sell 50,000 shares of Stitch…
This is the latest in a long-running series of sales by a former affiliate — not a new or alarming development. The consistent weekly selling pattern suggests a pre-arranged plan or ongoing…
- NEUTRAL 8-KSep 25, 2026
J. William Gurley, a director of Stitch Fix, will not stand for re-election and will retire from…
Monitor the 2026 Annual Meeting proxy for any further board composition changes or changes in board leadership. No immediate read-through for the stock.
All SFIX filing & press-release reports (12)
- 144 reportOct 20, 2026
- SC 13G/A reportOct 15, 2026
- 144 reportOct 7, 2026
- 8-K reportSep 25, 2026
- COURT-RULING reportSep 14, 2026
- CLUSTER reportJul 21, 2026
- CLUSTER reportJul 20, 2026
- CLUSTER reportJul 14, 2026
- CLUSTER reportJul 8, 2026
- 8-K reportJun 10, 2026
- CLUSTER reportApr 7, 2026
- 144 reportApr 7, 2026