SFIX at a glance
Stitch Fix, Inc. (SFIX, SEC CIK 1576942) filed its latest 10-K annual report on September 24, 2026, a 10-Q quarterly report on June 11, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 1, 2026 (FY2026), Stitch Fix, Inc. (SFIX) reported revenue of $1.3 billion (up 6.4% from FY2025) and a net loss of $12.6 million. Diluted EPS was -$0.09.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Stitch Fix, Inc. (SFIX) shares worth $188.3 million in 13F-HR filings.
- In the last 90 days, SFIX insiders reported 0 open-market purchases ($0) and 9 open-market sales ($1.3M) on Form 4, a net sale of $1.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.3B
- +6.4% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$1.3M
- 13F holders
- 27 funds
- $188.3M · −1 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 1, 2026
Risk Factors
- Legal risk: $32M settlement pending court approval for Securities Class Action alleging misleading Freestyle offering statements
- Macroeconomic threat: Consumer discretionary spending down amid inflation, reducing active clients and revenue through fiscal 2026
- Supply chain vulnerability: Majority merchandise sourced from China; tariffs and Xinjiang cotton ban raise costs, causing shipping delays and inventory risks
- Competitive risk: Competitors leveraging advanced AI for shopping experience improvements may erode Stitch Fix’s market share and client engagement
- Financial risk: $543M total federal and state net operating loss carryforwards subject to future utilization limitations, potentially increasing tax liabilities
Management Discussion & Analysis
- Revenue $1,348.1M, up 6.4% YoY ($80.9M increase), active clients down 1.4% to 2.277M
- Gross margin 43.7% vs 44.4%, operating loss (1.6%) vs (3.1%), net loss from continuing ops $12.6M vs $28.8M
- Best segment: net revenue per active client $592, up 7.8% YoY; worst: active clients declined 1.4%
- Free cash flow $19.8M vs $9.3M, capex $19.2M, share repurchases $26.4M, dividends not disclosed
- Management expects macroeconomic pressure and consumer spending weakness to impact fiscal 2027 results
Business Overview
- Core business model: Personalized online styling service combining expert Stylists with AI-driven recommendation algorithms for apparel and accessories
- Emphasis on AI tools in styling, including virtual try-on features and real-time personalized outfit recommendations
- Strategic exit from UK market in fiscal 2024, refocusing solely on U.S. operations
- Active client base of approximately 2,277,000 as of August 1, 2026, with 4,240 employees including 1,575 Stylists and 1,830 fulfillment workers
- Over 100 million Fixes delivered since inception, highlighting scalability of data-driven, client-focused styling model
AI summary of the SFIX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 2, 2026
Risk Factors
- Client retention risk: active clients decreased year over year in every reporting period since fiscal 2023
- Tariff exposure: significant incremental U.S. tariffs on China-sourced apparel could raise merchandise costs and reduce margins
- Fulfillment concentration: three fulfillment centers increase disruption impact, with Men’s and Kids shipped from one center each
- Advertising compliance risk: Apple tracking opt-in and Google cookie controls reduce targeting and measurement effectiveness
- Vendor liquidity risk: tighter credit markets pressure vendors’ financing and ability to secure inventory production and shipment
AI summary of the SFIX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- J. William Gurley retiring from Stitch Fix’s Board after current term expires at 2026 Annual Meeting
- Departure not related to disagreements over operations, policies, or practices
Item 2.02: Results of Operations and Financial Condition
- FY2026 results cover the fourth quarter and full fiscal year ended August 1, 2026
- Results announcement dated September 23, 2026, with investor conference call scheduled the same day
Item EX-99.1: Item EX-99.1
- FY2026 revenue $1.348B, up 6.4%, while net loss narrowed to $12.6M from $28.7M
- Adjusted EBITDA rose to $53.4M with 4.0% margin, but gross margin declined 70 basis points to 43.7%
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Amended and restated bylaws became effective July 28, 2026
- Exhibit 3.1 contains the operative bylaw changes affecting corporate governance and shareholder rights
AI summaries of SFIX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SFIX
Don't miss the next SFIX filing
- Alerts as it files. A push when SFIX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SFIX, by share count.
- Ask anything. An AI agent that reads every SFIX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Aufderhaar David | M | Sep 16, 2026 | 43,895 | - |
| Aufderhaar David | M | Sep 16, 2026 | 43,895 | - |
| O'Connor Casey | M | Sep 16, 2026 | 25,284 | - |
| O'Connor Casey | M | Sep 16, 2026 | 25,284 | - |
| Baer Matt | M | Sep 16, 2026 | 61,452 | - |
| Aufderhaar David | F | Sep 16, 2026 | 62,665 | $2.94 |
| Baer Matt | F | Sep 16, 2026 | 115,062 | $2.94 |
| O'Connor Casey | F | Sep 16, 2026 | 25,999 | $2.94 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.3B |
| Gross Profit | - | $562.9M | $588.5M |
| Operating Income | - | -$38.9M | -$21.7M |
| Net Income | - | -$28.7M | -$12.6M |
| Gross Margin | - | 44.4% | 43.7% |
| Op. Margin | - | -3.1% | -1.6% |
| Net Margin | - | -2.3% | -0.9% |
| Balance Sheet | |||
| Total Assets | $486.9M | $480.6M | $479.4M |
| Equity | $187.0M | $203.0M | $196.1M |
| ROE | - | -14.2% | -6.4% |
| Per Share | |||
| EPS | - | $-0.22 | $-0.09 |
| Cash Flow | |||
| Operating CF | - | $25.6M | $39.1M |
| CapEx | - | $16.3M | $19.2M |
Source: XBRL data in Stitch Fix, Inc. (SFIX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SFIX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $188.3M |
| Q1 2026 | 28 | $143.4M |
| Q4 2025 | 26 | $236.5M |
| Q3 2025 | 29 | $186.2M |
| Q2 2025 | 28 | $137.3M |
| Q1 2025 | 25 | $86.2M |
| Q4 2024 | 20 | $99.8M |
| Q3 2024 | 16 | $43.1M |
- AQR Capital Management+1.29M (+36%)
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- Ameriprise Financial−1.27M (-81%)
- Morgan Stanley−362.0K (-56%)
- Bank of America Corp−217.0K (-50%)
- Goldman Sachs Group−149.7K (-7%)
- Millennium Management−102.5K (-27%)
- U.S. Bancorp−161
Source: 13F-HR filings on SEC EDGAR (aggregated from 199 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SFIX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 10-K | Sep 24, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 10-Q | Jun 11, 2026 | May 2, 2026 | Analysis | |
| 8-K | Jun 10, 2026 | - | Analysis |
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SFIX SEC filings: frequently asked questions
Are SFIX insiders buying or selling?
In the last 90 days, Stitch Fix, Inc. (SFIX) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $1.3 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SFIX stock?
As of June 30, 2026, the largest Stitch Fix, Inc. (SFIX) holders among the 13F filers tracked by SignalX were BlackRock ($49.8 million), Renaissance Technologies LLC ($24.7 million), Vanguard Capital Management LLC ($20.4 million), AQR Capital Management ($19.9 million), State Street Corp ($14.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SFIX's revenue in fiscal year 2026?
For the fiscal year ended August 1, 2026 (FY2026), Stitch Fix, Inc. (SFIX) reported revenue of $1.3 billion (up 6.4% from FY2025) and a net loss of $12.6 million. Diluted EPS was -$0.09. The figures come from the XBRL data in the 10-K.
What are the main risks in SFIX's latest 10-K?
In the 10-K filed September 24, 2026, Stitch Fix, Inc. (SFIX) flagged: Legal risk: $32M settlement pending court approval for Securities Class Action alleging misleading Freestyle offering statements. Macroeconomic threat: Consumer discretionary spending down amid inflation, reducing active clients and revenue through fiscal 2026. (AI summary of the Risk Factors section.)
What did SFIX report in its latest 8-K?
Stitch Fix, Inc. (SFIX) filed an 8-K on September 25, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). J. William Gurley retiring from Stitch Fix’s Board after current term expires at 2026 Annual Meeting.
What are the latest SFIX SEC filings?
Stitch Fix, Inc. (SFIX) filed its latest 10-K annual report on September 24, 2026, a 10-Q quarterly report on June 11, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on September 18, 2026.
What is SFIX's SEC CIK number?
Stitch Fix, Inc. (SFIX)'s SEC Central Index Key (CIK) is 1576942. EDGAR lists every SFIX filing under that number.
Ask anything about SFIX
The research agent reads SFIX's filings, financials, insider trades and 13F holders, then answers with sources.