Stitch Fix Company Insiders

SFIX Stock  USD 3.33  0.15  4.72%   
Stitch Fix's insiders are aggressively selling. The analysis of current insiders' outlook of investing in Stitch Fix suggests that virtually all insiders are panicking regarding Stitch Fix's prospects. Stitch Fix employs about 4.2 K people. The company is managed by 20 executives with a total tenure of roughly 29 years. That averages almost 1.0 years of service per executive.
Insider Sentiment
Mostly Selling
 
Selling
 
Buying

Latest Trades

2026-02-02Katrina LakeDisposed 8835 @ 5.01View
2026-01-27Casey O'connorDisposed 19347 @ 5.68View
2026-01-22Casey O'connorDisposed 41259 @ 5.34View
2026-01-21Casey O'connorDisposed 13852 @ 5.34View
2026-01-20David AufderhaarDisposed 24114 @ 5.13View
2025-12-05Katrina LakeDisposed 303450 @ 5.19View
2025-10-20Casey O'connorDisposed 50000 @ 4.41View
2025-09-19Anthony BacosDisposed 90000 @ 5.61View
2025-08-13Katrina LakeDisposed 151150 @ 5.03View
2025-07-28Casey O'connorDisposed 31248 @ 5.34View
2025-07-23Katrina LakeDisposed 151115 @ 5.18View
2025-07-22Katrina LakeDisposed 453485 @ 5.06View
2025-07-21Casey O'connorDisposed 50000 @ 4.72View
2025-06-10Working Capital Advisors (Uk)Disposed 1370931 @ 4.68View
2025-04-14Casey O'connorDisposed 50000 @ 3.04View
Following insider trading sentiment in Stitch Fix can help investors add context around confidence, timing, and operating risk while the public narrative is still evolving. The signal is still regulated and disclosed under securities law, which is why the public filing record matters more than rumor or interpretation alone.

Stitch Fix's Workforce Through the Years

Employee-history analysis for Stitch Fix can help investors see whether the business is expanding capacity, defending margins, or adjusting to softer demand. The working assumption is a workforce near about 6,600 employees by April 2026, though investors should still compare that path with broader business results.
Macro event markers
 
Covid
 
Interest Hikes

Management Team Effectiveness

The company has return on total asset (ROA) of -3.57 % suggesting that asset deployment is not yet covering its cost of capital. This trails well behind sector averages. Similarly, it shows a return on stockholder's equity (ROE) of -12.27 %, meaning that equity holders received a negative return on their investment.
As of yesterday, Common Stock Shares Outstanding is anticipated to decline to approximately 116.5 M. In addition to that, Net Loss is positioned to expand toward approximately -147 M.

Stock Institutional Investors

About 90.80% of Stitch Fix is held by institutions, with insiders at 4.74%. Current market capitalization is about 434.14 Million. This helps separate index flows from active bets. The business currently sits in the Consumer Discretionary sector and the Consumer Discretionary Distribution & Retail industry. Watching turnover and volume trends alongside ownership data adds depth to the picture.
Shares
Charles Schwab Investment Management Inc2025-12-31
M
Morgan Stanley - Brokerage Accounts2025-09-30
1.8 M
Archon Capital Management Llc2025-12-31
1.5 M
Bank Of New York Mellon Corp2025-09-30
1.5 M
Fund 1 Investments Llc2025-12-31
1.4 M
Hodges Capital Management Inc2025-12-31
1.4 M
Ameriprise Financial Inc2025-09-30
1.4 M
Aqr Capital Management Llc2025-12-31
1.3 M
Intrinsic Edge Capital Management, Llc2025-12-31
1.3 M
Disciplined Growth Investors Inc2025-12-31
19.5 M
Working Capital Advisors (uk) Ltd.2025-12-31
11 M
Stitch Fix smaller-cap profile at 434.14 Million shapes market structure and potential liquidity pressure during stressed periods. Whether Stitch Fix institutional base is index-driven or conviction-based changes how to read it - at this size active managers often hold meaningful weight.

Insider Trading Activities

Insider disclosures for Stitch Fix show how people closest to the business are behaving as market expectations change. It trades on NASDAQ in US. The business currently sits in the Consumer Cyclical sector and the Apparel Retail industry.

Outstanding Bonds

Corporate bonds issued by Stitch Fix matter because they shape interest expense, maturity risk, and the flexibility management has during tighter credit conditions. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
The majority of Stitch Fix's outstanding shares are owned by institutional investors. Institutional investors such as pension funds, mutual funds, and asset managers typically hold large positions as part of their investment mandates, managing money on behalf of clients or beneficiaries. As a result, they are subject to reporting requirements and oversight rules - such as 13F filings and position disclosure thresholds - that do not apply to individual retail investors. Institutional investors hold approximately 91% of Stitch Fix's outstanding shares, with insiders holding 5% and 4% in the public float.
 
Shares in Circulation  
 First Issued
2015-12-31
 Previous Quarter
133.3 M
 Current Value
134.4 M
 Average Shares Outstanding
101.9 M
 Quarterly Volatility
26.9 M
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes

Holders Distribution

A large institutional presence around Stitch Fix deserves attention because well-resourced investors can establish or unwind positions quickly enough to change the market character of the security. Used correctly, the ownership map shows where professional sponsorship may be strong and where exit risk could still be significant.

Market Cap and Value

Workforce Comparison

Stitch Fix is rated second in number of employees among leading competitors. The total workforce of Consumer Discretionary industry is at this time estimated at about 92,764. Stitch Fix holds roughly 4,165 in number of employees claiming about 4% of market share in Consumer Discretionary space.

Profit Margins

The company has Profit Margin (PM) of -2.0 %, which may reflect temporary margin compression under competitive pressure. This trails well behind sector averages. Similarly, it shows Operating Margin (OM) of -1.0 %, which entails that for every 100 dollars of sales, the company had a net operating shortfall of $1.0.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.480.4427
Significantly Up
Slightly volatile

Insider Trading History

The insider trade history for Stitch Fix reveals whether executives were buying or selling during key price moves. Sustained buying at different price levels is a stronger signal than routine scheduled sales under 10b5-1 plans.
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2026-03-01
0.4762
10
21
372,612
859,484
2025-12-01
1.25
15
12
2,941,217
2,469,951
2025-09-01
0.6
18
30
4,044,915
2,453,245
2024-12-01
1.4
14
10
2,533,300
1,569,900
2024-09-01
0.1538
2
13
537,007
1,279,433
2024-06-01
0.2857
2
7
1,083,815
167,502
2024-03-01
0.125
1
8
26,954
853,345
2023-12-01
1.3636
15
11
1,224,384
210,100
2023-06-01
1.0
7
7
5,272,921
60,144
2023-03-01
0.8
4
5
1,025,000
45,929
2022-12-01
1.5
12
8
1,180,161
93,456
2022-09-01
0.8
4
5
2,046,667
120,847
2022-06-01
0.2
1
5
20,039
44,191
2022-03-01
2.2
11
5
1,569,932
18,399
2021-12-01
0.9038
47
52
2,641,797
554,252
2021-09-01
0.377
46
122
13,114,180
22,496,869
2021-06-01
0.471
65
138
13,812,242
20,570,279
2021-03-01
0.2642
42
159
6,638,919
13,642,140
2020-12-01
0.5432
88
162
14,010,484
26,445,956
2020-09-01
0.3173
33
104
327,020
1,070,861
2020-06-01
0.5152
34
66
2,474,868
1,119,448
2020-03-01
0.3559
21
59
1,505,633
572,584
2019-12-01
0.5294
36
68
862,683
1,183,698
2019-09-01
0.3103
18
58
284,251
866,006
2019-06-01
0.5326
49
92
14,218,885
14,984,653
2019-03-01
0.5641
66
117
18,785,324
20,671,768
2018-12-01
1.075
43
40
13,637,353
14,150,320
2018-09-01
0.5128
20
39
3,312,836
3,743,598
2018-06-01
0.7222
65
90
18,331,878
19,023,799
2018-03-01
0.375
15
40
250,521
677,950
2017-12-01
0.2813
9
32
126,146,225
124,722,690

Notable Stakeholders

Stakeholders matter for Stitch Fix because not every influential participant is a shareholder acting with the same objective or time horizon. Stitch Fix's stakeholders can support or challenge the entity's direction, which is why tracking them can add context around price-sensitive developments.
Katrina LakeFounder ChairpersonProfile
Matthew BaerCEO DirectorProfile
Matt BaerCEO DirectorProfile
Eric ColsonChief Analytics OfficerProfile
Lillian ReaumeChief OfficerProfile
Debbie WoloshinChief OfficerProfile
Elizabeth SpauldingCEO DirectorProfile
David AufderhaarChief OfficerProfile
Tony BacosChief OfficerProfile
Sarah BarkemaVP OfficerProfile
Hayden BlairDirector TreasuryProfile
Dana RasmussenChief OfficerProfile
Sachin DhawanChief OfficerProfile
Danit MarquardtVice CommunicationsProfile
Brad KlingenbergChief OfficerProfile
Casey OConnorChief SecretaryProfile
Loretta ChoyChief OfficerProfile
Dan JeddaChief OfficerProfile
Scott EsqChief SecProfile
Cherryl ValenzuelaHead RelationsProfile

Management Information & Data Sources

Stitch Fix is a small-cap company in Specialty Retail, Consumer Discretionary Distribution & Retail, Consumer Discretionary. Executive review focuses on insiders, senior management, and employee signals. Management quality is typically assessed through capital allocation choices and operating follow-through. CEO is Matthew Baer with 4,165 employees and 20 reported executives.

Inputs for Stitch Fix come from periodic company reporting and market reference feeds and are mapped into a consistent schema for analysis. Professional analyst research is incorporated when coverage is available. Some fields can appear with publication lag. Insider and management fields are mapped from published filings and company disclosures.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 17th, 2026

Workforce Efficiency and Productivity

Workforce efficiency at Stitch Fix can help investors judge how effectively labor resources are being converted into revenue and profit over time. Used correctly, manpower metrics can highlight whether growth is being supported by better productivity or by heavier staffing costs.

Stitch Fix Manpower Efficiency

Return on Stitch Fix Manpower

Revenue Per Employee304.2K
Revenue Per Executive63.4M
Net Loss Per Employee6.9K
Net Loss Per Executive1.4M
Working Capital Per Employee40.3K
Working Capital Per Executive8.4M

Popular Tools for Stitch Stock analysis

Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Commodity Directory
Find actively traded commodities issued by global exchanges
Equity Valuation
Check real value of public entities based on technical and fundamental data
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios