Stitch Fix (NASDAQ: SFIX) reported fourth-quarter fiscal 2026 net revenue of $324.4 million, up 4.2% from a year earlier, while net loss narrowed to $2.1 million, or $0.02 per diluted share.
For fiscal 2026, net revenue rose 6.4% to $1.348 billion. The company forecast fiscal 2027 revenue of $1.310 billion to $1.360 billion and adjusted EBITDA of $27 million to $42 million.
- Fourth-quarter gross margin was 43.6%, flat year over year.
- Active clients totaled 2.277 million, down 1.4% year over year.
- Fiscal 2026 net loss was $12.6 million, compared with a $28.7 million net loss in fiscal 2025.
- Cash, cash equivalents and investments totaled $220.9 million, with no debt.
- First-quarter fiscal 2027 revenue is forecast at $323 million to $328 million.
$SFIX Insider Trading Activity
$SFIX insiders have traded $SFIX stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $SFIX stock by insiders over the last 6 months:
- ANTHONY BACOS (Chief Prod/Technology Officer) has made 0 purchases and 16 sales selling 560,011 shares for an estimated $2,215,165.
- DAVID AUFDERHAAR (Chief Financial Officer) has made 0 purchases and 2 sales selling 133,669 shares for an estimated $460,164.
- CASEY O'CONNOR (Chief Legal Officer) has made 0 purchases and 2 sales selling 110,000 shares for an estimated $381,570.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SFIX Hedge Fund Activity
We have seen 104 institutional investors add shares of $SFIX stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 3,048,209 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $12,528,138
- WORKING CAPITAL ADVISORS (UK) LTD. removed 2,890,288 shares (-26.2%) from their portfolio in Q2 2026, for an estimated $11,879,083
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,030,170 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,343,998
- FUND 1 INVESTMENTS, LLC removed 1,970,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,096,700
- AQR CAPITAL MANAGEMENT LLC added 1,293,053 shares (+36.4%) to their portfolio in Q2 2026, for an estimated $5,314,447
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC removed 1,283,677 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,248,970
- AMERIPRISE FINANCIAL INC removed 1,274,272 shares (-81.1%) from their portfolio in Q2 2026, for an estimated $5,237,257
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
