SFIX Stitch Fix, Inc. Class A Common Stock

XNAS 2.72 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SFIX $2.72 —
Key stats
$2.72
52-Week Range
$2.10 – $5.75
YTD
-46.88%
IV Rank (30D)
12.23
Straddle Price
$0.47
P/C Vol Ratio
1.83
Market Cap
$0.3B
Open
$2.58
Day Range
$2.57 – $2.74
Volume
1,296,341
Prev Close
$2.58
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.59
Cost of Equity (CAPM)13.91% (VRP-adj)
WACC13.89%
Volatility Risk Premium+82.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-5.2%
DCF Horizon10 years explicit + fade
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)-6.4%
Book / Price56.7% — banking bias active (P/B is primary)
Gross Margin (TTM)43.7%
FCF Margin (TTM)1.5%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+9.0% (reverse-DCF on current price)
SMA 50$2.90 (Market Anchor value)
SMA 20 / Bollinger Mid$2.57
Bollinger Width / SMA201029.1% (drives anchor stability)
Net Debt$-0.1B
Market Cap$0B
Peers used for multiples: AEO, BKE, GAP, NKE, URBN (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
1%
20-Day Fair Value
≈ by Nov 20, 2026
$2.71
α -0.4% rank 77%
conviction
29%
40-Day Fair Value
≈ by Dec 21, 2026
$2.74
α +0.6% rank 79%
conviction
17%
60-Day Fair Value
≈ by Jan 19, 2027
$2.72
α +0.0% rank 78%
conviction
1%
MethodImplied PriceWeightDetail
DCF $1.61 48%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 10.9× · 5 peers
Peer EV/EBITDA $0.76 14% median 7.0× · 5 peers
Peer P/B $3.83 19% median 2.6× · 5 peers
Peer P/S $11.65 19% median 1.2× · 5 peers
Market Anchor (SMA50) $2.90 0% stability 0% (BB-width)
Options Expected (B-L 30d) $2.67 0% 5 strikes · skew +0.07
As of 2026-10-22 · updated
About
Industry (SIC)
RETAIL-CATALOG & MAIL-ORDER HOUSES (5961) · industry map
Exchange
XNAS
Market Cap
$0.3B
Employees
4,240
List Date
2017-11-17
CIK
0001576942
Next Earnings
2026-12-03 (After-Close)
EPS Forecast
($0.07) (4 est.)
Headquarters
San Francisco, CA
Homepage
https://www.stitchfix.com

Stitch Fix Inc offers personal style services for men and women. It offers offer apparel, shoes, and accessories. It has one reportable segment related to the sale of merchandise directly to clients who received a curated shipment of items or purchased directly from its website or mobile app. It currently operate only in the United States. Its Categories are Women's, Petite, Maternity, Men's, Plus, and Kids.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan70.31%-15.31%75.42%-10.61%7.78%-6.25%20.22%
Feb-10.18%-26.69%-11.91%-2.12%2.83%-31.62%-13.28%
Mar-39.29%-18.79%12.56%-17.76%-26.47%2.16%-14.60%
Apr-12.08%-7.14%-32.07%-20.00%-1.51%7.37%-10.91%
May22.90%-17.45%8.79%15.42%32.34%-6.07%9.32%
Jun13.03%-39.09%6.06%60.85%-19.04%13.85%5.94%
Jul-14.40%21.84%20.80%18.34%22.22%0.00%11.47%
Aug-24.03%-14.33%-11.67%-13.10%17.82%-23.43%-11.46%
Sep-5.13%-19.39%-20.69%-20.34%-16.35%-14.95%-16.14%
Oct-15.92%2.30%-2.96%18.61%1.21%4.62%*1.31%
Nov-27.74%4.39%18.35%46.46%0.71%--8.43%
Dec-16.17%-18.59%-10.08%-7.51%22.38%---5.99%
Total-64.36%-82.78%19.14%40.66%29.21%-48.77%-17.81%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $2.60
SMA 50: $2.89
SMA 200: $3.60
Current: $2.72
EMA 12: $2.64
EMA 26: $2.71
MACD: -0.0690 | Signal: 0.0346
BEARISH
ADX (14): 14.25
RANGE
+DI: 24.89
−DI: 23.70

Momentum Oscillators

RSI (14): 50.24
NEUTRAL
Stoch %K: 68.61
Stoch %D: 64.63
Williams %R: -26.67

Volume & Volatility

BB Upper: $2.90
BB Lower: $2.29
NEUTRAL
OBV: 53,684,970
Vol SMA 20: 3,367,786
Vol ROC: -74.87%
ATR: $0.18
True Range: $0.17
HV 20: 83.1%
HV 30: 104.6%
HV 60: 81.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

BULLISH (Confidence Level: 7/10)

Key drivers:

  • Technical indicators point to a possible uptrend, with momentum oscillators indicating a neutral zone.
  • Recent positive news headlines from Stitch Fix may have contributed to the stock's recent move.

Primary risks:

  • High volatility and beta value indicate higher risk compared to market.
  • Options activity suggests bearish sentiment, which could impact the stock's price.

Investment thesis: The stock is in a consolidation phase, with technical indicators suggesting a possible uptrend. Recent positive news headlines from Stitch Fix may have contributed to the stock's recent move. However, high volatility and beta value indicate higher risk compared to market.

Recent news sentiment impact: Positive news headline from Stitch Fix may have driven the stock's recent move. The neutral sentiment of other recent news headlines does not significantly impact the analysis.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Neutral, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Neutral

Support/Resistance Levels:

  • SMA 20: $3.32
  • SMA 50: $3.69
  • Upper Bollinger Band: $3.82

Momentum Signals:

  • RSI (14): 34.91 (neutral)
  • MACD: -0.20 / Signal: -0.01 / Histogram: -0.19 (bearish)
  • Bollinger Bands position: Neutral

Volume Analysis: Volume SMA 20: 1426452.57, On-Balance Volume (OBV): 41773103.95, Volume Rate of Change: -11.99%

News & Sentiment Analysis

Recent Headlines Summary: Recent positive news headline from Stitch Fix may have driven the stock's recent move.

Sentiment Assessment: Neutral sentiment with a slight positive bias due to recent news headline from Stitch Fix.

Catalyst Identification: Earnings information not available; options activity suggests no significant catalysts in the near term.

Market Narrative: Recent news headline from Stitch Fix aligns with technical signals, which suggest a possible uptrend. However, high volatility and beta value indicate higher risk compared to market.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to market (beta >1.5).

Volatility Regime: Current vs historical volatility levels: High volatility - stock moves more than market.

Options Market Signals: IV Rank: 7.4% (Low), Current IV: 79.0%, Expected Move: $0.90 (42 DTE)

Downside Protection: Support levels: SMA 20, Upper Bollinger Band; risk management considerations: stop-loss levels and position sizing.

Market Context & Positioning

Sector Performance: Consumer Discretionary sector performance has been mixed, with some stocks performing better than others.

Institutional Activity: Volume patterns suggesting institutional interest in the stock.

Correlation Analysis: Stock moves more than market (R-squared interpretation).

Relative Valuation: Position within trading range; no clear valuation signal.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $3.32
  • SMA 50: $3.69
  • Upper Bollinger Band: $3.82

Breakout/Breakdown Levels: No clear breakout or breakdown levels; stock is consolidating.

Time-Sensitive Catalysts: No immediate earnings dates or significant catalysts in the near term.

Risk Management: Stop-loss levels and position sizing considerations based on high volatility and beta value.

This comprehensive analysis report provides a detailed assessment of SFIX's technical, news, and risk profiles. The report highlights potential trends, support/resistance levels, momentum signals, and volume patterns. It also considers the recent positive news headline from Stitch Fix and options market signals.

Generated
News
All SFIX news →
Showing 1–10 of 20
Page 1 of 2
Earnings History
17 of 23 under expected move
Avg Expected Move
22.77%
Avg Actual Move
16.09%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-03-08 After-Close 18.90% 28.15% 1.49x Exceeded
2021-06-07 After-Close 16.97% 14.08% 0.83x Within
2021-09-21 After-Close 18.92% 15.65% 0.83x Within
2021-12-07 After-Close 27.07% 23.91% 0.88x Within
2022-03-08 After-Close 23.34% 6.09% 0.26x Within
2022-06-09 After-Close 20.82% 18.51% 0.89x Within
2022-09-20 After-Close 19.70% 2.75% 0.14x Within
2022-12-06 After-Close 19.35% 0.54% 0.03x Within
2023-03-07 After-Close 18.11% 0.40% 0.02x Within
2023-06-06 After-Close 23.64% 27.99% 1.18x Exceeded
2023-09-18 After-Close 19.02% 12.13% 0.64x Within
2023-12-05 After-Close 17.83% 3.36% 0.19x Within
2024-03-04 After-Close 20.12% 21.04% 1.05x Exceeded
2024-06-04 After-Close 19.66% 29.40% 1.50x Exceeded
2024-09-24 After-Close 24.00% 39.47% 1.64x Exceeded
2024-12-10 After-Close 41.85% 44.35% 1.06x Exceeded
2025-03-11 After-Close 28.96% 5.44% 0.19x Within
2025-06-10 After-Close 22.96% 10.54% 0.46x Within
2025-09-24 After-Close 19.06% 16.49% 0.87x Within
2025-12-04 After-Close 16.52% 9.17% 0.56x Within
2026-03-11 After-Close 29.59% 2.37% 0.08x Within
2026-06-10 After-Close 33.33% 16.67% 0.50x Within
2026-09-23 After-Close 23.94% 21.63% 0.90x Within

Earnings calendar: this week’s reports with expected vs actual moves →

SFIX Options Activity & IV Rank

SFIX IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 75.1%
7-DTE IV: —
Expected Move: $0.47
7-DTE Move: $0.47
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 18
Put Volume: 33
P/C Volume: 1.833
BEARISH
Call OI: 304
Put OI: 514
P/C OI: 1.691
Total OI: 818

ATM Options Pricing

ATM Call: $0.33
ATM Put: $0.15
Call %: 11.9%
Put %: 5.5%

Chain Summary

Chain Volume: 1,910
Chain OI: 24,606
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 17th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
17%
vs own history
GEX tilt
-0.50
OI-weighted, today
Vanna tilt
+0.68
δ-sensitivity to IV
Charm tilt
-0.65
δ-decay vs time
Vanna tilt +0.68: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.65: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 8 ATM contracts, 5k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 74.6% / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)12.2LowOct 22
Straddle Price (30 DTE)$0.47Oct 22
Beta Analysis

Risk Metrics

Beta: 1.5584
Alpha: -48.73%
Correlation: 0.2893
R-Squared: 8.4%
Stock Volatility: 68.7%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own SFIX
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$24.7M
0.03%
#607 of 3138+6.3%13F
Coatue Management Hedge fund
Philippe Laffont
$3.0M
0.01%
#59 of 660.0%13F
Millennium Management Hedge fund
Izzy Englander
$1.1M
0.00%
#2849 of 3716-27.1%13F
Citadel Hedge fund
Ken Griffin
$640K
0.00%
#4208 of 6285+553.7%13F
Rockefeller Capital Management Family office
Rockefeller family
$2K
0.00%
#4455 of 4729-72.4%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

SFIX Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 134,247,185 (as of 2026-08-01)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

195 filers113,399,911 shares$474.97M value84.47% of float
# Filer Shares Value % of Total % of Float Period
1 DISCIPLINED GROWTH INVESTORS INC /MN 18,910,052 $77.72M 16.36% 14.09% 2026-06-30
2 BlackRock, Inc. Custodian 12,121,197 $49.82M 10.49% 9.03% 2026-06-30
3 Vanguard Group Inc Custodian 7,959,531 $41.79M 8.80% 5.93% 2025-12-31
4 Working Capital Advisors (UK) Ltd. 8,155,789 $33.52M 7.06% 6.08% 2026-06-30
5 RENAISSANCE TECHNOLOGIES LLC 6,003,658 $24.68M 5.20% 4.47% 2026-06-30
6 Vanguard Capital Management LLC 4,959,202 $20.38M 4.29% 3.69% 2026-06-30
7 AQR Capital Management, LLC Custodian 4,843,056 $19.90M 4.19% 3.61% 2026-06-30
8 State Street Corp 3,503,504 $14.40M 3.03% 2.61% 2026-06-30
9 Arrowstreet Capital, Limited Partnership 3,192,908 $13.12M 2.76% 2.38% 2026-06-30
10 Geode Capital Management, LLC Custodian 3,146,916 $12.94M 2.72% 2.34% 2026-06-30
11 Vanguard Portfolio Management LLC 3,042,880 $12.51M 2.63% 2.27% 2026-06-30
12 Archon Capital Management LLC 3,009,710 $12.37M 2.60% 2.24% 2026-06-30
13 Dimensional Fund Advisors LP Custodian 2,507,619 $10.31M 2.17% 1.87% 2026-06-30
14 JACOBS LEVY EQUITY MANAGEMENT, INC 2,177,945 $8.95M 1.88% 1.62% 2026-06-30
15 Charles Schwab Investment Management, Inc. 2,030,170 $8.34M 1.76% 1.51% 2026-06-30
16 Goldman Sachs Group Inc Custodian 1,926,884 $7.92M 1.67% 1.44% 2026-06-30
17 Bank of New York Mellon Corp Custodian 1,563,700 $6.43M 1.35% 1.16% 2026-06-30
18 Hodges Capital Management Inc. 1,378,450 $5.67M 1.19% 1.03% 2026-06-30
19 Nuveen, LLC Custodian 1,255,074 $5.16M 1.09% 0.93% 2026-06-30
20 Focus Partners Wealth 1,237,004 $5.08M 1.07% 0.92% 2026-06-30
21 Qube Research & Technologies Ltd 1,172,208 $4.82M 1.01% 0.87% 2026-06-30
22 UBS Group AG Custodian 1,107,121 $4.55M 0.96% 0.82% 2026-06-30
23 Kent Lake PR LLC 1,000,000 $4.35M 0.92% 0.74% 2025-09-30
24 Northern Trust Corp Custodian 982,489 $4.04M 0.85% 0.73% 2026-06-30
25 D. E. Shaw & Co., Inc. Custodian 913,623 $3.75M 0.79% 0.68% 2026-06-30
9 filers$2.70M notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $1.14M 42.04% 2026-06-30
2 IMC-Chicago, LLC Custodian $489.09K 18.11% 2026-06-30
3 Citadel Advisors LLC Custodian $214.95K 7.96% 2026-06-30
4 Simplex Trading, LLC Custodian $182.48K 6.76% 2026-06-30
5 Jane Street Group, LLC Custodian $180.02K 6.67% 2026-06-30
6 Wolverine Trading, LLC Custodian $176.47K 6.54% 2025-09-30
7 Susquehanna International Group, LLP Custodian $147.96K 5.48% 2026-06-30
8 Shay Capital LLC $123.30K 4.57% 2026-06-30
9 Walleye Trading LLC $50.55K 1.87% 2026-06-30
10 filers$2.79M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $2.08M 74.49% 2026-06-30
2 IMC-Chicago, LLC Custodian $210.02K 7.53% 2026-06-30
3 Wolverine Trading, LLC Custodian $154.58K 5.55% 2025-09-30
4 Susquehanna International Group, LLP Custodian $137.27K 4.92% 2026-06-30
5 Cubist Systematic Strategies, LLC $69.17K 2.48% 2025-09-30
6 Crawford Fund Management, LLC $61.65K 2.21% 2026-06-30
7 Jane Street Group, LLC Custodian $52.20K 1.87% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $17.26K 0.62% 2026-06-30
9 Simplex Trading, LLC Custodian $4.93K 0.18% 2026-06-30
10 Walleye Trading LLC $4.11K 0.15% 2026-06-30

SFIX Insider Trading (Form 4)

Latest: 2026-09-18
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-18 David Aufderhaar Chief Financial Officer Mixed −18,770 $2.94 -$184.2K EDGAR
2026-09-18 Matt Baer Chief Executive Officer Mixed −53,610 $2.94 -$338.3K EDGAR
2026-09-18 Casey O'Connor Chief Legal Officer Mixed −715 $2.94 -$76.4K EDGAR
2026-08-05 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.42 -$162.1K EDGAR
2026-07-29 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.23 -$139.5K EDGAR
2026-07-21 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.24 -$141.1K EDGAR
2026-07-20 Casey O'Connor Chief Legal Officer Sell (S) −50,000 $3.93 -$196.6K EDGAR
2026-07-14 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.14 -$129.1K EDGAR
2026-07-08 David Aufderhaar Chief Financial Officer Sell (S) −67,960 $3.79 -$257.4K EDGAR
2026-07-08 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.24 -$141.1K EDGAR
2026-07-01 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.61 -$185.6K EDGAR
2026-06-26 Anthony Bacos Chief Prod/Technology Officer Mixed — $4.25 -$51.6K EDGAR
2026-06-24 Anthony Bacos Chief Prod/Technology Officer Mixed −20,000 $3.39 -$158.5K EDGAR
2026-06-22 David Aufderhaar Chief Financial Officer Mixed −7,708 $4.16 -$214.7K EDGAR
2026-06-22 Casey O'Connor Chief Legal Officer Mixed −716 $4.16 -$108.2K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

SFIX Insider Holdings

12 insiders · @ $2.72
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Working Capital Advisors (UK) Ltd. 10%+ Owner 10,608,822 $28.86M $18.07M 6 2025-06-11
2 J William Gurley Director 2,301,044 $6.26M $27.55M 13 2025-12-15
3 Matt Baer Chief Executive Officer 1,956,130 $5.32M -$221.2K 18 2026-09-18
4 David Aufderhaar Chief Financial Officer 1,083,599 $2.95M -$688.6K 24 2026-09-18
5 Anthony Bacos Chief Prod/Technology Officer 971,994 $2.64M -$3.95M 26 2026-08-05
6 Casey O'Connor Chief Legal Officer 428,903 $1.17M -$2.20M 35 2026-09-18
7 Katrina Lake Director 208,835 $568.0K -$180.01M 55 2026-02-04
8 Elizabeth Goodman Williams Director 155,419 $422.7K $0 8 2025-12-15
9 Sharon McCollam Director 148,554 $404.1K $0 6 2025-12-15
10 Kofi Owusu Amoo-Gottfried Director 142,261 $386.9K $0 4 2025-12-15
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

SFIX Board & Officers

As of SEC filings through Sep 18, 2026

Directors 8

Officers 4

Changes in the last 10 years (123)
Aug 5, 2026Anthony Bacos reported in an SEC filing no longer being Chief Prod/Technology Officer
Jul 22, 2026Sreekanth Sreedhararaj became Chief Prod/Technology Officer
Jun 11, 2025Working Capital Management Pte. Ltd. reported in an SEC filing no longer being a 10% owner
Jun 11, 2025Working Capital Advisors (UK) Ltd. reported in an SEC filing no longer being a 10% owner
Jun 11, 2025Kenneth Chan Hsiang-Tze reported in an SEC filing no longer being a 10% owner
Oct 14, 2024Timothy G Baxter became a director
Oct 14, 2024Fiona Tan became a director
Aug 19, 2024The company announced the departure of Sarah Barkema as Chief Accounting Officer in an SEC filing
Jul 17, 2024Katrina Lake no longer listed as a 10% owner in SEC filings
Jul 17, 2024Katrina Lake no longer listed as Chief Executive Officer in SEC filings
Jan 31, 2024Anthony Bacos became Chief Prod/Technology Officer
Dec 13, 2023The company announced the departure of Neal Mohan from the board in an SEC filing
Jun 26, 2023Matt Baer became a director
Jun 26, 2023Matt Baer became Chief Executive Officer
Apr 3, 2023David Aufderhaar became Chief Financial Officer
Mar 20, 2023The company announced the departure of Mikkel Svane from the board in an SEC filing
Mar 1, 2023The company announced the departure of Dan Jedda as Chief Financial Officer in an SEC filing
Jan 10, 2023Katrina Lake first listed as a 10% owner in an SEC filing
Jan 10, 2023Katrina Lake first listed as Chief Executive Officer in an SEC filing
Jan 4, 2023The company announced the departure of Elizabeth Spaulding from the board in an SEC filing
Not reported recently (13)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

SFIX Proposed Insider Sales (Form 144)

Latest: 2026-10-20
Last 30d: 3 filings · $454K notice value  ·  Last 90d: 12 filings · $2.2M notice value · 1 unique filer · 75% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Bacos Anthony (12, $2.2M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-20 Bacos Anthony Former Affiliate 69,292 $189.2K 2026-10-20 Charles Schwab & Co., Inc. — EDGAR
2026-10-07 Bacos Anthony Former Affiliate 50,000 $132.7K 2026-10-07 Charles Schwab & Co., Inc. — EDGAR
2026-10-01 Bacos Anthony Former Affiliate 50,000 $132.5K 2026-10-01 Charles Schwab & Co., Inc. — EDGAR
2026-09-21 Bacos Anthony Former Affiliate 40,708 $115.6K 2026-09-21 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-09-14 Bacos Anthony Former Affiliate 10,000 $29.5K 2026-09-14 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-09-08 Bacos Anthony Former Affiliate 31,126 $93.9K 2026-09-08 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-08-31 Bacos Anthony Former Affiliate 70,000 $216.8K 2026-08-31 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-08-24 Bacos Anthony Former Affiliate 70,000 $231.9K 2026-08-24 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-08-17 Bacos Anthony Former Affiliate 70,000 $242.5K 2026-08-17 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-08-10 Bacos Anthony Former Affiliate 70,000 $284.0K 2026-08-10 Charles Schwab & Co., Inc. 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
50 ETFs hold SFIX
25 shown · $47.12M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $8.8M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.01% $8.2M $75.1B 2026-10-20
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $3.4M — 2026-09-30
4 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.03% $2.9M — 2026-05-31
5 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.02% $2.8M $13.7B 2026-10-20
6 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.04% $2.7M $6.6B 2026-10-20
7 XRT State Street® SPDR® S&P® Retail ETF SPDR (State Street) 0.75% $2.5M $337.4M 2026-10-20
8 DFAS Dimensional US Small Cap ETF Dimensional 0.01% $2.5M — 2026-10-20
9 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $2.0M — 2026-05-31
10 VTWO Vanguard Russell 2000 ETF Vanguard 0.01% $1.7M — 2026-09-30
11 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $1.3M — 2026-10-20
12 PRFZ Invesco RAFI US 1500 Small-Mid ETF Nport 0.04% $1.2M — 2026-07-31
13 DFMC Dimensional US Micro Cap ETF Dimensional 0.01% $1.1M — 2026-10-20
14 VCR Vanguard Consumer Discretionary ETF Vanguard 0.02% $977,667 — 2026-09-30
15 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.08% $975,724 $1.2B 2026-10-20
16 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.02% $576,883 $3.1B 2026-10-20
17 VFVA Vanguard U.S. Value Factor ETF Vanguard 0.06% $568,682 — 2026-10-20
18 GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF Goldman 0.05% $565,310 $1.0B 2026-10-20
19 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $503,725 $97.4B 2026-10-20
20 SMLF iShares U.S. Small-Cap Equity Factor ETF iShares (BlackRock) 0.01% $483,342 $4.2B 2026-10-20
21 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $375,795 — 2026-10-20
22 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.02% $255,165 — 2026-09-30
23 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $237,619 — 2026-05-31
24 RETL Direxion Daily Retail Bull 3X ETF Direxion 0.49% $165,922 — 2026-10-21
25 RSSL Global X Russell 2000 ETF Global X 0.01% $147,813 — 2026-10-21
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-0.10
TTM Revenue
$1.35B
TTM Net Income
$-12.61M
TTM Op. Cash Flow
$39.07M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q4 '262026-08-01$324.42M$-2.06M$-0.02$9.06M
Q3 '262026-05-02$340.28M$-1.52M$-0.01$11.77M
Q2 '262026-01-31$341.30M$-2.65M$-0.02$7.32M
Q1 '262025-11-01$342.13M$-6.36M$-0.05$10.91M
Q4 '252025-08-02$311.23M$-8.58M$-0.07$6.61M
Q3 '252025-05-03$325.02M$-7.38M$-0.06$21.06M
Q2 '252025-02-01$312.11M$-6.53M$-0.05$-16.30M
Q1 '252024-11-02$318.82M$-6.26M$-0.05$13.80M
Q4 '242024-08-03$319.55M$-36.50M$-0.29$8.97M
Q3 '242024-04-27$322.73M$-21.33M$-0.18$20.60M
Q2 '242024-01-27$330.40M$-35.52M$-0.30$-25.49M
Q1 '242023-10-28$364.79M$-35.49M$-0.30$14.44M
Q4 2026 • period ending 2026-08-01 • filed 2026-09-24
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
1.86
P/S
0.27
EV/EBITDA
289.54
EV/Sales
0.20
ROE
-6.4%
ROA
-2.6%
Div Yield
0.00%
FCF Yield
10.70%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$365.15M
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
14.62M
SI % of Float
13.49%
Days to Cover
2.85
Short Vol Ratio
32.1%
Free Float
108.41M
Float %
91.7%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-14