Stitch Fix, Inc.
US ˙ NasdaqGS ˙ US8608971078

SecuritySFIX / Stitch Fix, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership64,668 shares
Latest Disclosed Value $ 214,051
Creative Planning reports 111.43% increase in ownership of SFIX / Stitch Fix, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 64,668 shares of Stitch Fix, Inc. (US:SFIX) valued at $214,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,586 shares of Stitch Fix, Inc.. This represents a change in shares of 111.43% during the quarter. The current value of the position is $221,811 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F STITCH FIX COM CL A 860897107 64,668 34,082 111.43 214 33.75 0.0001
2026-02-17 2025-12-31 13F STITCH FIX COM CL A 860897107 30,586 701 2.35 161 23.08 0.0001
2025-11-14 2025-09-30 13F STITCH FIX COM CL A 860897107 29,885 17,348 138.37 130 182.61 0.0001
2025-08-08 2025-06-30 13F STITCH FIX COM CL A 860897107 12,537 12,537 46 0.0000
2025-05-15 2025-03-31 13F STITCH FIX COM CL A 860897107 0 -13,243 -100.00 0 -100.00
2025-02-14 2024-12-31 13F STITCH FIX COM CL A 860897107 13,243 -12,234 -48.02 57 -19.72 0.0001
2024-10-11 2024-09-30 13F STITCH FIX COM CL A 860897107 25,477 6,194 32.12 72 -11.25 0.0001
2024-08-15 2024-06-30 13F STITCH FIX COM CL A 860897107 19,283 2,754 16.66 80 86.05 0.0001
2024-05-13 2024-03-31 13F STITCH FIX COM CL A 860897107 16,529 2,539 18.15 44 -12.24 0.0000
2024-02-14 2023-12-31 13F STITCH FIX COM CL A 860897107 13,990 3,349 31.47 50 36.11 0.0001
2023-11-16 2023-09-30 13F STITCH FIX COM CL A 860897107 10,641 10,641 37 0.0000
2023-05-15 2023-03-31 13F STITCH FIX COM CL A 860897107 0 -10,189 -100.00 0 -100.00
2023-02-10 2022-12-31 13F STITCH FIX COM CL A 860897107 10,189 10,189 32 0.0000
2021-11-10 2021-09-30 13F STITCH FIX COM CL A 860897107 0 -4,153 -100.00 0 -100.00
2021-08-04 2021-06-30 13F STITCH FIX COM CL A 860897107 4,153 -7,743 -65.09 250 -57.56 0.0004
2021-04-30 2021-03-31 13F CreativePlanning COM CL A 860897107 11,896 17 0.14 589 -15.62 0.0012
2021-01-29 2020-12-31 13F STITCH FIX COM CL A 860897107 11,879 1,333 12.64 698 144.06 0.0015
2020-11-05 2020-09-30 13F STITCH FIX COM CL A 860897107 10,546 -1,108 -9.51 286 -1.72 0.0007
2020-07-23 2020-06-30 13F STITCH FIX COM CL A 860897107 11,654 -1,405 -10.76 291 75.30 0.0008
2020-05-05 2020-03-31 13F STITCH FIX COM CL A 860897107 13,059 1,178 9.91 166 -45.57 0.0006
2020-01-30 2019-12-31 13F STITCH FIX COM CL A 860897107 11,881 -1,695 -12.49 305 16.86 0.0009
2019-11-01 2019-09-30 13F STITCH FIX COM CL A 860897107 13,576 1,468 12.12 261 -32.56 0.0008
2019-07-26 2019-06-30 13F STITCH FIX COM CL A 860897107 12,108 -1,030 -7.84 387 4.31 0.0013
2019-04-24 2019-03-31 13F STITCH FIX COM CL A 860897107 13,138 2,028 18.25 371 95.26 0.0013
2019-02-12 2018-12-31 13F/A-1 STITCH FIX COM CL A 860897107 11,110 11,110 190 0.0008
2019-02-01 2018-12-31 13F STITCH FIX COM CL A 860897107 11,110 190
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.