SFIX
Stitch Fix, Inc.
-0.02 (-0.65%)2.89USD344K成交股數391M市值–本益比(近四季)0.3股價營收比+4.7%營收年增(近四季)2026-09-23下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 17 · 2.8M · 3 |
| 其中 10b5-1 計畫賣出 | 17 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 3.5M |
| 近 180 天 淨額 | −3.5M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-03 | 08-05 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 4.09 | 204K | 972K | SEC |
| 2026-08-03 | 08-05 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 4.09 | 82K | 952K | SEC |
| 2026-08-03 | 08-05 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.0M | SEC |
| 2026-07-27 | 07-29 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.0M | SEC |
| 2026-07-27 | 07-29 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 3.77 | 189K | 992K | SEC |
| 2026-07-27 | 07-29 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 3.74 | 75K | 972K | SEC |
| 2026-07-20 | 07-21 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 3.79 | 76K | 992K | SEC |
| 2026-07-20 | 07-21 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.1M | SEC |
| 2026-07-20 | 07-21 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 3.79 | 189K | 1.0M | SEC |
| 2026-07-16 | 07-20 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 50.0K | 3.93 | 197K | 430K | SEC |
| 2026-07-13 | 07-14 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.1M | SEC |
| 2026-07-13 | 07-14 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 3.62 | 72K | 1.0M | SEC |
| 2026-07-13 | 07-14 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 3.62 | 181K | 1.0M | SEC |
| 2026-07-06 | 07-08 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 3.80 | 190K | 1.1M | SEC |
| 2026-07-06 | 07-08 | Aufderhaar David | Chief Financial Officer | S 公開市場賣出(10b5-1) | 68.0K | 3.79 | 257K | 1.1M | SEC |
| 2026-07-06 | 07-08 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 3.76 | 75K | 1.0M | SEC |
| 2026-07-06 | 07-08 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.1M | SEC |
| 2026-06-29 | 07-01 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.1M | SEC |
| 2026-06-29 | 07-01 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 4.42 | 88K | 1.1M | SEC |
| 2026-06-29 | 07-01 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 4.42 | 221K | 1.1M | SEC |
| 2026-06-29 | 07-01 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 11 | 3.99 | 43.89 | 1.1M | SEC |
| 2026-06-24 | 06-26 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 100K | 3.99 | 399K | 1.2M | SEC |
| 2026-06-24 | 06-26 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 100K | 4.51 | 451K | 1.1M | SEC |
| 2026-06-22 | 06-24 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.1M | SEC |
| 2026-06-22 | 06-24 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 4.04 | 81K | 1.1M | SEC |
| 2026-06-22 | 06-24 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 4.03 | 202K | 1.1M | SEC |
| 2026-06-17 | 06-22 | Baer Matt | Chief Executive Officer | M 選擇權執行 | 61.5K | – | – | 2.1M | SEC |
| 2026-06-17 | 06-22 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 25.3K | – | – | 506K | SEC |
| 2026-06-17 | 06-22 | Aufderhaar David | Chief Financial Officer | F 繳稅扣股 | 51.6K | 4.16 | 215K | 1.2M | SEC |
| 2026-06-17 | 06-22 | O'Connor Casey | Chief Legal Officer | F 繳稅扣股 | 26.0K | 4.16 | 108K | 480K | SEC |
| 2026-06-17 | 06-22 | Aufderhaar David | Chief Financial Officer | M 選擇權執行 | 43.9K | – | – | 1.2M | SEC |
| 2026-06-17 | 06-22 | Baer Matt | Chief Executive Officer | F 繳稅扣股 | 108K | 4.16 | 448K | 2.0M | SEC |
| 2026-06-17 | 06-22 | Bacos Anthony | Chief Prod/Technology Officer | F 繳稅扣股 | 37.0K | 4.16 | 154K | 1.1M | SEC |
| 2026-06-17 | 06-22 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 43.9K | – | – | 1.1M | SEC |
| 2026-06-16 | 06-18 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 20.0K | 4.17 | 83K | 1.1M | SEC |
| 2026-06-16 | 06-18 | Bacos Anthony | Chief Prod/Technology Officer | S 公開市場賣出(10b5-1) | 50.0K | 4.14 | 207K | 1.1M | SEC |
| 2026-06-16 | 06-18 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 50.0K | 2.48 | 124K | 1.2M | SEC |
| 2026-04-10 | 04-13 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 60.0K | 3.08 | 185K | 480K | SEC |
| 2026-04-07 | 04-08 | Aufderhaar David | Chief Financial Officer | S 公開市場賣出(10b5-1) | 65.7K | 3.09 | 203K | 1.2M | SEC |
| 2026-03-18 | 03-20 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 43.9K | – | – | 1.1M | SEC |
| 2026-03-18 | 03-20 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 25.3K | – | – | 567K | SEC |
| 2026-03-18 | 03-20 | Aufderhaar David | Chief Financial Officer | F 繳稅扣股 | 52.0K | 3.19 | 166K | 1.2M | SEC |
| 2026-03-18 | 03-20 | Aufderhaar David | Chief Financial Officer | M 選擇權執行 | 43.9K | – | – | 1.3M | SEC |
| 2026-03-18 | 03-20 | Baer Matt | Chief Executive Officer | F 繳稅扣股 | 77.8K | 3.19 | 248K | 2.1M | SEC |
| 2026-03-18 | 03-20 | Baer Matt | Chief Executive Officer | M 選擇權執行 | 61.5K | – | – | 2.1M | SEC |
| 2026-03-18 | 03-20 | O'Connor Casey | Chief Legal Officer | F 繳稅扣股 | 27.0K | 3.19 | 86K | 540K | SEC |
| 2026-03-18 | 03-20 | Bacos Anthony | Chief Prod/Technology Officer | F 繳稅扣股 | 37.8K | 3.19 | 121K | 1.1M | SEC |
| 2026-02-02 | 02-04 | Lake Katrina | Director | C 轉換 | 8.8K | – | – | 8.8K | SEC |
| 2026-02-02 | 02-04 | Lake Katrina | Director | S 公開市場賣出(10b5-1) | 8.8K | 5.01 | 44K | 0 | SEC |
| 2026-01-27 | 01-29 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 19.3K | 5.68 | 110K | 542K | SEC |
| 2026-01-27 | 01-29 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 19.3K | 3.80 | 74K | 561K | SEC |
| 2026-01-22 | 01-22 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 41.3K | 5.34 | 220K | 542K | SEC |
| 2026-01-22 | 01-22 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 41.3K | 3.80 | 157K | 583K | SEC |
| 2026-01-21 | 01-22 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 13.9K | 5.34 | 74K | 542K | SEC |
| 2026-01-21 | 01-22 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 13.9K | 3.80 | 53K | 556K | SEC |
| 2026-01-20 | 01-22 | Aufderhaar David | Chief Financial Officer | S 公開市場賣出(10b5-1) | 24.1K | 5.13 | 124K | 1.3M | SEC |
| 2026-01-20 | 01-22 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 13.6K | 3.80 | 52K | 626K | SEC |
| 2026-01-20 | 01-22 | O'Connor Casey | Chief Legal Officer | S 公開市場賣出(10b5-1) | 83.6K | 5.16 | 432K | 542K | SEC |
| 2026-01-02 | 01-06 | Lake Katrina | Director | S 公開市場賣出(10b5-1) | 101K | 5.08 | 514K | 0 | SEC |
| 2026-01-02 | 01-06 | Lake Katrina | Director | C 轉換 | 101K | – | – | 101K | SEC |
| 2025-12-17 | 12-19 | Bacos Anthony | Chief Prod/Technology Officer | M 選擇權執行 | 220K | 5.34 | 1.2M | 1.2M | SEC |
| 2025-12-17 | 12-19 | Aufderhaar David | Chief Financial Officer | F 繳稅扣股 | 162K | 5.34 | 864K | 1.3M | SEC |
| 2025-12-17 | 12-19 | O'Connor Casey | Chief Legal Officer | M 選擇權執行 | 126K | 5.34 | 675K | 707K | SEC |
| 2025-12-17 | 12-19 | Baer Matt | Chief Executive Officer | F 繳稅扣股 | 327K | 5.34 | 1.7M | 2.1M | SEC |
| 2025-12-17 | 12-19 | Bacos Anthony | Chief Prod/Technology Officer | F 繳稅扣股 | 146K | 5.34 | 779K | 1.1M | SEC |
| 2025-12-17 | 12-19 | Baer Matt | Chief Executive Officer | M 選擇權執行 | 518K | 5.34 | 2.8M | 2.4M | SEC |
| 2025-12-17 | 12-19 | Aufderhaar David | Chief Financial Officer | M 選擇權執行 | 220K | 5.34 | 1.2M | 1.4M | SEC |
| 2025-12-17 | 12-19 | O'Connor Casey | Chief Legal Officer | F 繳稅扣股 | 94.9K | 5.34 | 507K | 612K | SEC |
| 2025-12-11 | 12-15 | Amoo-Gottfried Kofi Owusu | Director | A 獲配股票 | 40.0K | – | – | 142K | SEC |
| 2025-12-11 | 12-15 | MCCOLLAM SHARON | Director | A 獲配股票 | 40.0K | – | – | 149K | SEC |
| 2025-12-11 | 12-15 | Tan Fiona | Director | A 獲配股票 | 40.0K | – | – | 88.7K | SEC |
| 2025-12-11 | 12-15 | BAXTER TIMOTHY G | Director | A 獲配股票 | 40.0K | – | – | 88.7K | SEC |
| 2025-12-11 | 12-15 | GURLEY J WILLIAM | Director | A 獲配股票 | 40.0K | – | – | 2.2M | SEC |
| 2025-12-11 | 12-15 | Williams Elizabeth Goodman | Director | A 獲配股票 | 40.0K | – | – | 155K | SEC |
| 2025-12-05 | 12-09 | Lake Katrina | Director | S 公開市場賣出(10b5-1) | 303K | 5.19 | 1.6M | 0 | SEC |
| 2025-12-05 | 12-09 | Lake Katrina | Director | C 轉換 | 303K | – | – | 303K | SEC |
| 2025-10-24 | 10-28 | Baer Matt | Chief Executive Officer | A 獲配股票 | 595K | – | – | 1.9M | SEC |
| 2025-10-21 | 10-23 | Aufderhaar David | Chief Financial Officer | A 獲配股票 | 311K | – | – | 1.2M | SEC |
| 2025-10-21 | 10-23 | Bacos Anthony | Chief Prod/Technology Officer | A 獲配股票 | 259K | – | – | 1.0M | SEC |
| 2025-10-21 | 10-23 | O'Connor Casey | Chief Legal Officer | A 獲配股票 | 149K | – | – | 581K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | 18.9M | 77.7M | 新進 | 新進 |
| BlackRock, Inc. | 12.1M | 49.8M | 新進 | 新進 |
| Working Capital Advisors (UK) Ltd. | 8.2M | 33.5M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 6.0M | 24.7M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.0M | 20.4M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 4.8M | 19.9M | 新進 | 新進 |
| STATE STREET CORP | 3.5M | 14.4M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.2M | 13.1M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.1M | 12.9M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | 12.5M | 新進 | 新進 |
| Archon Capital Management LLC | 3.0M | 12.4M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.5M | 10.3M | 新進 | 新進 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2.2M | 9.0M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | 8.3M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.9M | 7.9M | 新進 | 新進 |
| Bank of New York Mellon Corp | 1.6M | 6.4M | 新進 | 新進 |
| Hodges Capital Management Inc. | 1.4M | 5.7M | 新進 | 新進 |
| Nuveen, LLC | 1.3M | 5.2M | 新進 | 新進 |
| Focus Partners Wealth | 1.2M | 5.1M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 1.2M | 4.8M | 新進 | 新進 |
| UBS Group AG | 1.1M | 4.6M | 新進 | 新進 |
| NORTHERN TRUST CORP | 982K | 4.0M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 914K | 3.8M | 新進 | 新進 |
| FMR LLC | 843K | 3.5M | 新進 | 新進 |
| CAPTRUST FINANCIAL ADVISORS | 817K | 3.4M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 187 -5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 187 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 104M · 76.9% |
| 合計季末市值 | 425M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 13.4M |
|---|---|
| 與上期比 | +8.2% |
| 佔流通股數 | 9.88% |
| 日均成交量 | 1.4M |
| 回補天數 | 9.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 13.4M | +8.2% | 9.88% | 1.4M | 9.4 |
| 2026-08-14 | 12.3M | -1.4% | 9.12% | 1.6M | 7.8 |
| 2026-07-31 | 12.5M | -2.3% | 9.25% | 1.3M | 9.5 |
| 2026-07-15 | 12.8M | +0.7% | 9.47% | 1.4M | 9.4 |
| 2026-06-30 | 12.7M | -10.9% | 9.41% | 2.9M | 4.4 |
| 2026-06-15 | 14.3M | -13.7% | 10.57% | 2.5M | 5.7 |
| 2026-05-29 | 16.6M | +6.9% | 12.25% | 2.2M | 7.4 |
| 2026-05-15 | 15.5M | -1.0% | 11.46% | 1.4M | 11.0 |
| 2026-04-30 | 15.7M | -2.5% | 11.57% | 1.5M | 10.3 |
| 2026-04-15 | 16.1M | +19.7% | 11.87% | 1.8M | 8.7 |
| 2026-03-31 | 13.4M | +2.1% | 9.92% | 2.4M | 5.6 |
| 2026-03-13 | 13.1M | +2.0% | 9.72% | 2.9M | 4.6 |
| 2026-02-27 | 12.9M | +3.3% | 9.53% | 1.7M | 7.7 |
| 2026-02-13 | 12.5M | +22.6% | 9.22% | 1.8M | 7.0 |
| 2026-01-30 | 10.2M | +0.6% | 7.52% | 2.3M | 4.5 |
| 2026-01-15 | 10.1M | -4.2% | 7.48% | 2.2M | 4.5 |
| 2025-12-31 | 10.6M | -0.3% | 7.80% | 1.7M | 6.1 |
| 2025-12-15 | 10.6M | -12.1% | 7.83% | 3.3M | 3.2 |
| 2025-11-28 | 12.1M | -16.9% | 8.91% | 2.5M | 4.9 |
| 2025-11-14 | 14.5M | -8.8% | 10.73% | 1.9M | 7.6 |
| 2025-10-31 | 15.9M | +1.9% | 11.77% | 2.1M | 7.7 |
| 2025-10-15 | 15.6M | +14.7% | 11.55% | 3.2M | 4.9 |
| 2025-09-30 | 13.6M | +3.1% | 10.07% | 4.5M | 3.1 |
| 2025-09-15 | 13.2M | +8.1% | 9.77% | 1.9M | 7.1 |
| 2025-08-29 | 12.2M | +4.3% | 9.04% | 2.4M | 5.1 |
| 2025-08-15 | 11.7M | +9.7% | 8.66% | 1.6M | 7.3 |