Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Stitch Fix, Inc. (SFIX)
USD3.94
+0.22 (+5.78%)
US NASDAQ Consumer Cyclical Apparel - Retail
Address
1 Montgomery Street 94104
San Francisco, CA, US
San Francisco, CA, US
CEO
Matthew H. Baer
Website
stitchfix.com
IPO
2017-11-17
CIK 1576942 ISIN US8608971078
Also trades on
London Stock Exchange · 0L9X.L (USD)
NASDAQ Global Select · SFIX (USD)
Description
Stitch Fix, Inc. functions as an online retailer, providing a diverse selection of clothing, footwear, and accessories throughout the United States. Its product offerings, available via its website and mobile application, encompass items like denim, dresses, blouses, skirts, shoes, jewelry, and handbags, all marketed under the proprietary Stitch Fix brand and catering to men, women, and children. Established in 2011, the company was initially known as rack habit inc. before formally rebranding to Stitch Fix, Inc. in October of that year. Its corporate base is located in San Francisco, California.
News Sentiment (7d)
Based on only 1 article — low confidence
- Why Is Stitch Fix (SFIX) Down 16.2% Since Last Earnings Report? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD3.94
+0.22 (+5.78%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
2.30
Float Shares
103.58M
Free Float %
75.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.55% | -1.64% | +0.84% | +3.75% | -33.58% | -31.43% | -24.84% | -19.28% | -94.29% | -76.24% | -76.24% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (33 ratings, all time)
Hold
Price Targets & DCF
Current price
3.94
Low
4.00
+1.7%
Consensus
4.50
+14.4%
Median
4.50
+14.4%
High
5.00
+27.1%
DCF (Levered)
0.39
-90.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
33% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | +1 |
| Hold | 3 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
5.00
+27.1%
|
| Last Quarter | 1 |
5.00
+27.1%
|
| Last Year | 4 |
5.25
+33.4%
|
| All Time | 49 |
9.07
+130.5%
|
Quality scores
Altman Z-Score
2.42
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Apparel - Retail: +6.8%-5.3% Q2'26: +4.7% (vs Q2'25)
-
EPS growth Apparel - Retail: +22.0%+79.4% ★ Q2'26: +77.6% (vs Q2'25)
-
FCF margin FCF growth · Apparel - Retail: +16.3%-4.1% Q2'26: +1.9% (vs Q2'25)
-
EBIT margin Apparel - Retail: +8.8%-2.2% Q2'26: +0.0% (vs Q2'25)
-
ROIC Apparel - Retail: +9.9%-45.5% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Apparel - Retail: +0.1%+7.1% Q2'26: +3.8% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Apparel - Retail: 0.27×-49.24× Q2'26: -1.33× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Aug 2018 actual |
Aug 2019 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 5 Rev. Ana. 4 EPS Ana. |
Aug 2027 5 Rev. Ana. 4 EPS Ana. |
Aug 2028 2 Rev. Ana. 2 EPS Ana. |
Aug 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.23B
est: 1.23B (0.0%)
|
1.58B
est: 1.58B (0.0%)
|
1.71B
est: 1.68B (+1.7%)
|
2.10B
est: 2.08B (+1.1%)
|
2.02B
est: 2.08B (-3.0%)
|
1.59B
est: 1.49B (+6.9%)
|
1.34B
est: 1.34B (+0.1%)
|
1.27B
est: 1.26B (+0.5%)
|
1.34B
1.32B – 1.36B
+6.4% YoY
|
1.40B
1.38B – 1.42B
+4.1% YoY
|
1.42B
1.42B – 1.42B
+1.9% YoY
|
1.26B
1.25B – 1.27B
-11.4% YoY
|
| EBITDA |
53.57M
est: -56.12M (+195.4%)
|
37.83M
est: 30.50M (+24.0%)
|
-29.05M
est: -44.91M (+35.3%)
|
-33.43M
est: 41.38M (-180.8%)
|
-148.76M
est: 48.79M (-404.9%)
|
-113.16M
est: -68.11M (-66.1%)
|
-88.94M
est: -61.13M (-45.5%)
|
-1.90M
est: -57.68M (+96.7%)
|
-61.35M
-62.01M – -60.60M
-6.4% YoY
|
-63.88M
-64.79M – -62.98M
-4.1% YoY
|
-65.12M
-65.12M – -65.12M
-1.9% YoY
|
-57.68M
-58.30M – -56.97M
+11.4% YoY
|
| EBIT |
43.02M
est: -83.68M (+151.4%)
|
23.50M
est: -9.13M (+357.4%)
|
-51.66M
est: -79.23M (+34.8%)
|
-63.36M
est: -16.73M (-278.7%)
|
-184.47M
est: -11.02M (-1,573.4%)
|
-155.28M
est: -101.55M (-52.9%)
|
-133.43M
est: -91.14M (-46.4%)
|
-28.02M
est: -86.00M (+67.4%)
|
-91.46M
-92.45M – -90.35M
-6.4% YoY
|
-95.24M
-96.59M – -93.89M
-4.1% YoY
|
-97.09M
-97.10M – -97.09M
-1.9% YoY
|
-85.99M
-86.91M – -84.94M
+11.4% YoY
|
| Net Income |
44.90M
est: 26.47M (+69.6%)
|
36.88M
est: 39.06M (-5.6%)
|
-67.12M
est: -26.28M (-155.4%)
|
-8.88M
est: 13.73M (-164.6%)
|
-207.12M
est: -1.26M (-16,286.1%)
|
-171.97M
est: -133.68M (-28.6%)
|
-128.84M
est: -116.91M (-10.2%)
|
-28.74M
est: -31.24M (+8.0%)
|
-23.77M
-24.13M – -23.42M
+23.9% YoY
|
-14.58M
-18.67M – 1.56M
+38.7% YoY
|
-1.61M
-5.21M – -424.9K
+88.9% YoY
|
-15.45M
-15.67M – -15.21M
-858.9% YoY
|
| SGA |
493.00M
est: 625.46M (-21.2%)
|
679.63M
est: 1.33B (-49.0%)
|
805.87M
est: 1.01B (-20.1%)
|
1.01B
est: 1.84B (-45.0%)
|
1.07B
est: 1.86B (-42.3%)
|
830.89M
est: 759.08M (+9.5%)
|
725.47M
est: 681.22M (+6.5%)
|
598.62M
est: 642.82M (-6.9%)
|
683.64M
675.30M – 691.00M
+6.4% YoY
|
711.91M
701.81M – 722.01M
+4.1% YoY
|
725.73M
725.69M – 725.76M
+1.9% YoY
|
642.74M
634.90M – 649.66M
-11.4% YoY
|
| EPS |
0.47
est: 0.21 (+128.6%)
|
0.37
est: 0.32 (+15.6%)
|
-0.66
est: -0.39 (-70.1%)
|
-0.08
est: -0.41 (+79.5%)
|
-1.90
est: -1.65 (-14.8%)
|
-1.50
est: -1.04 (-44.5%)
|
-1.07
est: -0.91 (-17.2%)
|
-0.22
est: -0.24 (+9.3%)
|
-0.18
-0.19 – -0.18
+23.8% YoY
|
-0.08
-0.14 – 0.01
+54.2% YoY
|
-0.02
-0.04 – 0.00
+74.1% YoY
|
-0.12
-0.12 – -0.12
-447.9% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-10 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-09 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-08 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-05 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-04 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-03 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-02 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-06-01 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-28 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-27 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-26 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | C | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-14 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-13 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-12 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-11 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-15 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
32.08M
OE per share TTM
0.24
Owner's Yield
6.62%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
9.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
196
Total invested
358.07M
Insider transactions (90d)
0
Beneficial owners (>5%)
39
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Steven Anderson | 11.88M | 12.40% | 11.88M | — | 11.88M | — | IN | — | 2022-02-14 | ↗ |
| 2 | Katrina Lake | 10.50M | 10.00% | 10.50M | — | 10.50M | — | IN | United States | 2024-02-14 | ↗ |
| 3 | Katrina M. Lake Revocable Trust dated May 23, 2016 | 9.38M | 10.00% | 9.38M | — | 9.38M | — | OO | — | 2022-02-14 | ↗ |
| 4 | Katrina M. Lake Revocable Trust dated May 23, 2016 | 9.38M | 9.00% | 9.38M | — | 9.38M | — | OO | California | 2024-02-14 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 7.48M | 8.98% | — | 151.8K | 7.26M | 221.0K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | Jackson Square Partners, LLC | 6.99M | 8.39% | 5.55M | — | 6.99M | — | IA | Delaware | 2022-02-11 | ↗ |
| 7 | (1) BlackRock, Inc. | 6.35M | 7.60% | 6.14M | — | 6.35M | — | HC | Delaware | 2022-02-07 | ↗ |
| 8 | Divisar Capital Management, LLC | 5.14M | 5.60% | — | 5.14M | — | — | IA, HC, OO | Delaware | 2023-11-22 | ↗ |
| 9 | Steven Baughman | 5.14M | 5.60% | — | 5.14M | — | — | HC, IN | Delaware | 2023-11-22 | ↗ |
| 10 | 2 | 4.82M | 5.80% | — | 4.82M | — | 4.82M | OO | — | 2022-02-09 | ↗ |
| 11 | Divisar Partners QP, L.P. | 4.79M | 5.20% | — | 4.79M | — | — | PN | Delaware | 2023-11-22 | ↗ |
| 12 | Slate Path Capital LP | 4.28M | 5.14% | 4.28M | — | 4.28M | — | IA | Delaware | 2022-02-11 | ↗ |
| 13 | D. E. Shaw & Co., L.P. | 4.17M | 5.00% | — | 4.17M | — | — | IA, PN | Delaware | 2022-05-09 | ↗ |
| 14 | David E. Shaw | 4.17M | 5.00% | — | 4.17M | — | — | IN | United States | 2022-05-09 | ↗ |
| 15 | D. E. Shaw & Co., L.L.C. | 4.16M | 5.00% | — | 4.16M | — | — | OO | Delaware | 2022-05-09 | ↗ |
| 16 | 3 | 4.10M | 6.50% | — | 4.10M | — | 4.10M | FI | United Kingdom | 2021-02-16 | ↗ |
| 17 | Working Capital Management Pte. Ltd. | 4.10M | 6.50% | — | 4.10M | — | 4.10M | FI | United Kingdom | 2021-02-16 | ↗ |
| 18 | Baseline Ventures 2009 Associates, LLC | 4.04M | 4.60% | 4.04M | — | 4.04M | — | OO | — | 2022-02-14 | ↗ |
| 19 | Baseline Ventures 2009, LLC | 4.04M | 4.60% | 4.04M | — | 4.04M | — | OO | — | 2022-02-14 | ↗ |
| 20 | Disciplined Growth Investors, Inc. | 2.92M | 3.50% | 2.58M | — | 2.92M | — | IA | Minnesota | 2022-02-15 | ↗ |
| 21 | Robert S. Pitts, Jr. | 2.27M | 4.10% | — | 2.27M | — | 2.27M | IN | United States | 2020-02-14 | ↗ |
| 22 | Steadfast Capital Management LP | 2.06M | 3.70% | — | 2.06M | — | 2.06M | PN | United States | 2020-02-14 | ↗ |
| 23 | Baseline Increased Exposure Fund Associates, LLC | 1.98M | 2.30% | 1.98M | — | 1.98M | — | OO | — | 2022-02-14 | ↗ |
| 24 | Baseline Increased Exposure Fund, LLC | 1.98M | 2.30% | 1.98M | — | 1.98M | — | OO | — | 2022-02-14 | ↗ |
| 25 | Steadfast International Master Fund Ltd. | 1.41M | 2.50% | — | 1.41M | — | 1.41M | CO | United States | 2020-02-14 | ↗ |
| 26 | American Steadfast, L.P. | 652.3K | 1.20% | — | 652.3K | — | 652.3K | PN | United States | 2020-02-14 | ↗ |
| 27 | Baseline Cable Car LLC | 277.9K | 0.40% | 277.9K | — | 277.9K | — | OO | Delaware | 2021-02-12 | ↗ |
| 28 | Baseline Encore Associates, LLC | 265.4K | 0.30% | 265.4K | — | 265.4K | — | OO | — | 2022-02-14 | ↗ |
| 29 | Baseline Encore, L.P. | 265.4K | 0.30% | 265.4K | — | 265.4K | — | PN | — | 2022-02-14 | ↗ |
| 30 | John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016 | 201.2K | 0.20% | 201.2K | — | 201.2K | — | OO | California | 2024-02-14 | ↗ |
| 31 | John C. Clifford and Katrina M. Lake Revocable Trust dated May 23, 2016 | 201.2K | 0.20% | 201.2K | — | 201.2K | — | OO | — | 2022-02-14 | ↗ |
| 32 | Steadfast Long Financial LP | 132.1K | 1.00% | — | 132.1K | — | 132.1K | PN | United States | 2020-02-14 | ↗ |
| 33 | Steadfast Long Capital Master Fund, L.P. | 85.8K | 1.00% | — | 85.8K | — | 85.8K | PN | United States | 2020-02-14 | ↗ |
| 34 | Steadfast Capital, L.P. | 78.8K | 1.00% | — | 78.8K | — | 78.8K | PN | United States | 2020-02-14 | ↗ |
| 35 | Steadfast Financial LP | 78.8K | 1.00% | — | 78.8K | — | 78.8K | PN | United States | 2020-02-14 | ↗ |
| 36 | Steadfast Long Capital, L.P. | 46.3K | 1.00% | — | 46.3K | — | 46.3K | PN | United States | 2020-02-14 | ↗ |
| 37 | GLEN THOMAS KACHER | — | 0.00% | — | — | — | — | HC, IN | — | 2020-02-14 | ↗ |
| 38 | LIGHT STREET CAPITAL MANAGEMENT, LLC | — | 0.00% | — | — | — | — | IA, OO | — | 2020-02-14 | ↗ |
| 39 | LIGHT STREET MERCURY MASTER FUND, L.P. | — | 0.00% | — | — | — | — | PN, OO | — | 2020-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
196
+1 vs prev Q
New positions
42
Closed positions
39
Increased
105
Reduced
51
Put/Call ratio
4.76
Calls held
125.0K
Puts held
594.7K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 69.0K +69.0K (+100.0%) | 362.07M +362.1M (+100.0%) | 0.05% +0.052 pp | 0.10% +0.097 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 2 | DISCIPLINED GROWTH INVESTORS INC /MN | 19.48M +2.0M (+11.2%) | 102.26M +26.1M (+34.2%) | 14.61% +1.010 pp | 1.96% +0.577 pp | USD6.99 -24.9% | 29 qtrs — |
| 3 | BLACKROCK, INC. | 11.18M +228.4K (+2.1%) | 58.68M +11.1M (+23.2%) | 8.38% -0.120 pp | 0.00% +0.000 pp | USD2.97 +76.8% | 6 qtrs — |
| 4 | WORKING CAPITAL ADVISORS (UK) LTD. | 11.05M +— (+0.0%) | 57.99M +9.9M (+20.7%) | 8.28% -0.293 pp | 77.34% +19.897 pp | USD38.08 -86.2% | 21 qtrs — |
| 5 | VANGUARD GROUP INC | 7.96M +276.8K (+3.6%) | 41.79M +8.4M (+25.0%) | 5.97% +0.004 pp | 0.00% +0.000 pp | USD16.78 -68.7% | 33 qtrs — |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 5.70M -120.9K (-2.1%) | 29.94M +4.6M (+18.2%) | 4.28% -0.245 pp | 0.05% +0.013 pp | USD4.96 +5.8% | 21 qtrs — |
| 7 | GOLDMAN SACHS GROUP INC | 3.66M +1.5M (+73.3%) | 19.24M +10.0M (+109.1%) | 2.75% +1.106 pp | 0.00% +0.001 pp | USD4.58 +14.6% | 33 qtrs — |
| 8 | STATE STREET CORP | 3.24M +508.6K (+18.6%) | 17.00M +5.1M (+43.2%) | 2.43% +0.309 pp | 0.00% +0.000 pp | USD10.65 -50.7% | 30 qtrs — |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.21M +311.6K (+10.8%) | 16.85M +4.2M (+33.7%) | 2.41% +0.157 pp | 0.01% +0.002 pp | USD4.30 +22.1% | 6 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.79M +266.4K (+10.5%) | 14.66M +3.7M (+33.4%) | 2.09% +0.133 pp | 0.00% +0.000 pp | USD15.00 -65.0% | 32 qtrs — |
| 11 | MORGAN STANLEY | 2.43M +610.1K (+33.6%) | 12.74M +4.8M (+61.2%) | 1.82% +0.409 pp | 0.00% +0.000 pp | USD6.50 -19.2% | 33 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.28M +128.3K (+6.0%) | 11.95M +2.6M (+27.9%) | 1.71% +0.039 pp | 0.00% +0.001 pp | USD4.98 +5.4% | 28 qtrs — |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 2.21M -218.3K (-9.0%) | 11.61M +1.0M (+9.8%) | 1.66% -0.228 pp | 0.04% +0.003 pp | USD3.71 +41.5% | 6 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.00M +297.5K (+17.5%) | 10.49M +3.1M (+41.8%) | 1.50% +0.178 pp | 0.00% +0.000 pp | USD8.45 -37.9% | 30 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 1.65M +194.1K (+13.3%) | 8.67M +2.3M (+36.8%) | 1.24% +0.107 pp | 0.00% +0.000 pp | USD6.75 -22.2% | 31 qtrs — |
| 16 | AMERIPRISE FINANCIAL INC | 1.62M +236.8K (+17.2%) | 8.48M +2.5M (+41.4%) | 1.21% +0.141 pp | 0.00% +0.001 pp | USD4.11 +27.7% | 6 qtrs — |
| 17 | ARCHON CAPITAL MANAGEMENT LLC | 1.47M +1.5M (+100.0%) | 7.70M +7.7M (+100.0%) | 1.10% +1.100 pp | 4.38% +4.382 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 18 | FUND 1 INVESTMENTS, LLC | 1.44M -5.0M (-77.5%) | 7.57M -20.3M (-72.8%) | 1.08% -3.896 pp | 0.93% -2.172 pp | USD3.51 +49.6% | 10 qtrs — |
| 19 | HODGES CAPITAL MANAGEMENT INC. | 1.43M -303.9K (-17.5%) | 7.53M -31.7K (-0.4%) | 1.08% -0.274 pp | 0.65% +0.000 pp | USD3.58 +46.6% | 8 qtrs — |
| 20 | AQR CAPITAL MANAGEMENT LLC | 1.35M +232.8K (+20.8%) | 7.09M +2.2M (+45.8%) | 1.01% +0.145 pp | 0.00% +0.001 pp | USD4.15 +26.5% | 21 qtrs — |
| 21 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1.28M +1.3M (+100.0%) | 6.74M +6.7M (+100.0%) | 0.96% +0.963 pp | 1.20% +1.201 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 22 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1.23M +404.3K (+49.0%) | 6.46M +2.9M (+79.8%) | 0.92% +0.281 pp | 0.43% +0.205 pp | USD4.62 +13.6% | 5 qtrs — |
| 23 | COLONY GROUP, LLC | 898.4K +379.4K (+73.1%) | 4.72M +2.5M (+108.9%) | 0.67% +0.271 pp | 0.01% +0.002 pp | USD4.73 +11.0% | 2 qtrs — |
| 24 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 850.9K -95.7K (-10.1%) | 4.47M +349.7K (+8.5%) | 0.64% -0.097 pp | 0.01% -0.001 pp | USD3.68 +42.7% | 8 qtrs — |
| 25 | QUBE RESEARCH & TECHNOLOGIES LTD | 842.3K +556.9K (+195.1%) | 4.42M +3.2M (+256.2%) | 0.63% +0.410 pp | 0.00% +0.003 pp | USD4.59 +14.4% | 4 qtrs — |
| 26 | NORTHERN TRUST CORP | 839.1K -45.2K (-5.1%) | 4.41M +558.6K (+14.5%) | 0.63% -0.057 pp | 0.00% +0.000 pp | USD18.32 -71.3% | 32 qtrs — |
| 27 | BNP PARIBAS ARBITRAGE, SNC | 833.6K +182.6K (+28.1%) | 4.38M +1.5M (+54.5%) | 0.63% +0.120 pp | 0.00% +0.001 pp | USD4.45 +18.0% | 31 qtrs — |
| 28 | MARSHALL WACE, LLP | 795.3K -1.8M (-69.1%) | 4.18M -7.0M (-62.7%) | 0.60% -1.401 pp | 0.00% -0.008 pp | USD3.84 +36.7% | 4 qtrs — |
| 29 | STATE OF MICHIGAN RETIREMENT SYSTEM | 727.0K +— (+0.0%) | 3.82M +654.3K (+20.7%) | 0.55% -0.019 pp | 0.02% +0.003 pp | USD10.33 -49.2% | 22 qtrs — |
| 30 | CAPTRUST FINANCIAL ADVISORS | 689.6K +159.9K (+30.2%) | 3.62M +1.3M (+57.1%) | 0.52% +0.106 pp | 0.01% +0.002 pp | USD4.09 +28.4% | 23 qtrs — |
| 31 | FMR LLC | 681.6K -859.3K (-55.8%) | 3.58M -3.1M (-46.6%) | 0.51% -0.685 pp | 0.00% 0.000 pp | USD4.03 +30.3% | 30 qtrs — |
| 32 | UBS GROUP AG | 653.7K -259.8K (-28.4%) | 3.43M -542.0K (-13.6%) | 0.49% -0.219 pp | 0.00% 0.000 pp | USD4.68 +12.2% | 33 qtrs — |
| 33 | PANAGORA ASSET MANAGEMENT INC | 552.7K +36.2K (+7.0%) | 2.90M +654.7K (+29.1%) | 0.41% +0.013 pp | 0.01% +0.001 pp | USD3.29 +59.6% | 8 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 552.5K +219.2K (+65.8%) | 2.90M +1.5M (+100.1%) | 0.41% +0.156 pp | 0.00% +0.000 pp | USD5.01 +4.8% | 33 qtrs — |
| 35 | JANE STREET GROUP, LLC | 517.5K -78.1K (-13.1%) | 2.72M +126.1K (+4.9%) | 0.39% -0.074 pp | 0.00% +0.000 pp | USD3.68 +42.7% | 33 qtrs — |
| 36 | VERITION FUND MANAGEMENT LLC | 464.7K +361.9K (+352.1%) | 2.44M +2.0M (+445.6%) | 0.35% +0.269 pp | 0.01% +0.008 pp | USD4.90 +7.1% | 9 qtrs — |
| 37 | INVESCO LTD. | 460.2K +24.1K (+5.5%) | 2.42M +519.2K (+27.4%) | 0.35% +0.007 pp | 0.00% +0.000 pp | USD8.38 -37.4% | 30 qtrs — |
| 38 | DIVISAR CAPITAL MANAGEMENT LLC | 457.6K -324.0K (-41.5%) | 2.40M -997.6K (-29.3%) | 0.34% -0.264 pp | 0.67% -0.250 pp | USD3.63 +44.6% | 12 qtrs — |
| 39 | D. E. SHAW & CO., INC. | 382.5K +92.7K (+32.0%) | 2.01M +747.4K (+59.3%) | 0.29% +0.062 pp | 0.00% +0.000 pp | USD7.29 -28.0% | 30 qtrs — |
| 40 | MILLENNIUM MANAGEMENT LLC | 297.3K +150.7K (+102.7%) | 1.56M +922.9K (+144.7%) | 0.22% +0.109 pp | 0.00% +0.000 pp | USD4.43 +18.5% | 32 qtrs — |
| 41 | NUVEEN, LLC | 261.2K +— (+0.0%) | 1.37M +235.1K (+20.7%) | 0.20% -0.007 pp | 0.00% +0.000 pp | USD3.25 +61.5% | 4 qtrs — |
| 42 | AMERICAN CENTURY COMPANIES INC | 258.3K -10.4K (-3.9%) | 1.36M +187.0K (+16.0%) | 0.19% -0.015 pp | 0.00% +0.000 pp | USD3.64 +44.2% | 12 qtrs — |
| 43 | CITADEL ADVISORS LLC | 217.5K -20.7K (-8.7%) | 1.14M +105.7K (+10.2%) | 0.16% -0.022 pp | 0.00% +0.000 pp | USD5.66 -7.2% | 33 qtrs — |
| 44 | ACADIAN ASSET MANAGEMENT LLC | 213.8K -84.7K (-28.4%) | 1.12M -177.0K (-13.7%) | 0.16% -0.072 pp | 0.00% 0.000 pp | USD3.52 +49.1% | 6 qtrs — |
| 45 | BARCLAYS PLC | 203.1K +34.2K (+20.2%) | 1.07M +590.0K (+123.8%) | 0.15% +0.021 pp | 0.00% +0.000 pp | USD5.75 -8.7% | 33 qtrs — |
| 46 | COOPER CREEK PARTNERS MANAGEMENT LLC | 183.2K +— (+0.0%) | 962.0K +165.0K (+20.7%) | 0.14% -0.005 pp | 0.04% +0.019 pp | USD4.35 +20.7% | 15 qtrs — |
| 47 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 178.4K -117.0 (-0.1%) | 936.7K +160.1K (+20.6%) | 0.13% -0.005 pp | 0.00% +0.001 pp | USD3.30 +59.1% | 20 qtrs — |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 170.6K +126.3K (+284.8%) | 895.7K +702.8K (+364.4%) | 0.13% +0.094 pp | 0.00% +0.000 pp | USD4.72 +11.2% | 33 qtrs — |
| 49 | SHELLBACK CAPITAL, LP | 162.5K +162.5K (+100.0%) | 853.1K +853.1K (+100.0%) | 0.12% +0.122 pp | 0.08% +0.081 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 50 | FRANKLIN RESOURCES INC | 156.3K +5.1K (+3.4%) | 820.7K +162.9K (+24.8%) | 0.12% 0.000 pp | 0.00% +0.000 pp | USD3.30 +59.1% | 11 qtrs — |
| 51 | SG AMERICAS SECURITIES, LLC | 147.4K +67.8K (+85.3%) | 774.0K +428.0K (+123.7%) | 0.11% +0.049 pp | 0.00% 0.000 pp | USD4.25 +23.5% | 15 qtrs — |
| 52 | PRICE T ROWE ASSOCIATES INC /MD/ | 147.0K +6.8K (+4.9%) | 772.0K +162.0K (+26.6%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD19.62 -73.2% | 33 qtrs — |
| 53 | TWO SIGMA ADVISERS, LP | 144.4K +54.4K (+60.4%) | 758.1K +366.6K (+93.6%) | 0.11% +0.038 pp | 0.00% +0.001 pp | USD6.62 -20.7% | 17 qtrs — |
| 54 | RHUMBLINE ADVISERS | 141.0K -18.2K (-11.5%) | 740.2K +47.5K (+6.9%) | 0.11% -0.018 pp | 0.00% +0.000 pp | USD15.03 -65.1% | 27 qtrs — |
| 55 | IEQ CAPITAL, LLC | 139.9K +26.5K (+23.3%) | 734.7K +241.1K (+48.9%) | 0.10% +0.017 pp | 0.00% +0.001 pp | USD4.52 +16.2% | 5 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 138.8K +2.9K (+2.1%) | 728.8K +137.6K (+23.3%) | 0.10% -0.001 pp | 0.00% +0.000 pp | USD3.61 +45.4% | 14 qtrs — |
| 57 | WELLS FARGO & COMPANY/MN | 129.5K +43.9K (+51.4%) | 679.7K +307.7K (+82.7%) | 0.10% +0.031 pp | 0.00% +0.000 pp | USD4.54 +15.6% | 33 qtrs — |
| 58 | CAMPBELL & CO INVESTMENT ADVISER LLC | 128.4K +50.1K (+64.1%) | 673.9K +333.7K (+98.1%) | 0.10% +0.036 pp | 0.03% +0.007 pp | USD4.70 +11.7% | 2 qtrs — |
| 59 | ALLIANCEBERNSTEIN L.P. | 123.0K +— (+0.0%) | 646.0K +110.7K (+20.7%) | 0.09% -0.003 pp | 0.00% +0.000 pp | USD10.42 -49.6% | 27 qtrs — |
| 60 | VERSOR INVESTMENTS LP | 114.6K +10.3K (+9.9%) | 601.7K +147.9K (+32.6%) | 0.09% +0.005 pp | 0.09% +0.010 pp | USD4.43 +18.5% | 2 qtrs — |
| 61 | XTX TOPCO LTD | 113.0K +113.0K (+100.0%) | 593.0K +593.0K (+100.0%) | 0.08% +0.085 pp | 0.02% +0.016 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 62 | BALYASNY ASSET MANAGEMENT L.P. | 110.7K +110.7K (+100.0%) | 581.1K +581.1K (+100.0%) | 0.08% +0.083 pp | 0.00% +0.001 pp | USD5.25 +0.0% | 6 qtrs — |
| 63 | CANADA PENSION PLAN INVESTMENT BOARD | 102.3K +72.2K (+239.9%) | 537.1K +406.1K (+310.2%) | 0.08% +0.053 pp | 0.00% +0.000 pp | USD4.75 +10.5% | 7 qtrs — |
| 64 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 98.8K +98.8K (+100.0%) | 518.9K +518.9K (+100.0%) | 0.07% +0.074 pp | 0.01% +0.006 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 65 | SIMPLEX TRADING, LLC | 84.4K +8.4K (+11.1%) | 443.2K +113.2K (+34.3%) | 0.06% +0.004 pp | 0.00% +0.000 pp | USD4.44 +18.2% | 11 qtrs — |
| 66 | GRAHAM CAPITAL MANAGEMENT, L.P. | 83.5K -36.3K (-30.3%) | 438.3K -82.9K (-15.9%) | 0.06% -0.030 pp | 0.01% +0.002 pp | USD3.35 +56.7% | 8 qtrs — |
| 67 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 81.4K +— (+0.0%) | 427.5K +73.3K (+20.7%) | 0.06% -0.002 pp | 0.01% +0.001 pp | USD3.70 +41.9% | 3 qtrs — |
| 68 | DEUTSCHE BANK AG\ | 77.6K +13.1K (+20.4%) | 407.6K +127.0K (+45.3%) | 0.06% +0.008 pp | 0.00% +0.000 pp | USD4.65 +12.9% | 32 qtrs — |
| 69 | CRAWFORD FUND MANAGEMENT, LLC | 75.0K +3.0K (+4.2%) | 393.8K +80.6K (+25.7%) | 0.06% +0.000 pp | 0.05% +0.002 pp | USD4.19 +25.3% | 5 qtrs — |
| 70 | GOTHAM ASSET MANAGEMENT, LLC | 70.8K +49.5K (+231.4%) | 371.9K +278.9K (+299.9%) | 0.05% +0.037 pp | 0.00% +0.001 pp | USD4.83 +8.7% | 3 qtrs — |
| 71 | PHARVISION ADVISERS, LLC | 66.3K +66.3K (+100.0%) | 348.2K +348.2K (+100.0%) | 0.05% +0.050 pp | 0.18% +0.176 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 72 | CERITY PARTNERS LLC | 65.2K +23.3K (+55.5%) | 342.2K +159.9K (+87.7%) | 0.05% +0.016 pp | 0.00% +0.000 pp | USD4.29 +22.4% | 6 qtrs — |
| 73 | COUNTERPOINT MUTUAL FUNDS LLC | 62.0K -46.8K (-43.0%) | 325.8K -147.5K (-31.2%) | 0.05% -0.038 pp | 0.02% -0.013 pp | USD4.35 +20.7% | 5 qtrs — |
| 74 | CWM, LLC | 57.1K -1.9K (-3.3%) | 300.0K +43.0K (+16.7%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD4.86 +8.0% | 17 qtrs — |
| 75 | WALLEYE CAPITAL LLC | 54.6K +49.7K (+1,024.2%) | 286.6K +265.5K (+1,256.8%) | 0.04% +0.037 pp | 0.00% +0.001 pp | USD5.17 +1.5% | 7 qtrs — |
| 76 | RAFFERTY ASSET MANAGEMENT, LLC | 53.9K -3.8K (-6.6%) | 283.1K +31.9K (+12.7%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD3.91 +34.3% | 5 qtrs — |
| 77 | DRW SECURITIES, LLC | 51.9K +24.0K (+85.7%) | 272.5K +151.3K (+124.9%) | 0.04% +0.017 pp | 0.01% +0.005 pp | USD4.42 +18.8% | 5 qtrs — |
| 78 | CARTESIAN GROWTH CORP | 51.8K +121.0 (+0.2%) | 272.0K +47.2K (+21.0%) | 0.04% -0.001 pp | 0.01% +0.001 pp | USD3.44 +52.6% | 9 qtrs — |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 51.6K +2.1K (+4.2%) | 271.1K +55.5K (+25.7%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD3.96 +32.6% | 7 qtrs — |
| 80 | METLIFE INVESTMENT MANAGEMENT, LLC | 51.6K -11.7K (-18.5%) | 270.7K -4.6K (-1.7%) | 0.04% -0.011 pp | 0.00% +0.000 pp | USD6.04 -13.1% | 27 qtrs — |
| 81 | MERCER GLOBAL ADVISORS INC /ADV | 51.1K -3.4K (-6.3%) | 268.2K +31.1K (+13.1%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD4.35 +20.7% | 2 qtrs — |
| 82 | NORGES BANK | 51.0K +51.0K (+100.0%) | 267.8K +267.8K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 83 | PARALLEL ADVISORS, LLC | 50.5K +— (+0.0%) | 265.1K +45.4K (+20.7%) | 0.04% -0.001 pp | 0.00% +0.001 pp | USD44.69 -88.3% | 23 qtrs — |
| 84 | HSBC HOLDINGS PLC | 47.6K -6.0K (-11.2%) | 253.2K +17.3K (+7.3%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD3.30 +59.1% | 18 qtrs — |
| 85 | MARINER, LLC | 47.7K +25.9K (+119.2%) | 251.0K +156.4K (+165.2%) | 0.04% +0.019 pp | 0.00% +0.000 pp | USD4.84 +8.5% | 2 qtrs — |
| 86 | JPMORGAN CHASE & CO | 46.9K -51.6K (-52.4%) | 246.4K -182.2K (-42.5%) | 0.04% -0.041 pp | 0.00% +0.000 pp | USD4.92 +6.7% | 31 qtrs — |
| 87 | INTECH INVESTMENT MANAGEMENT LLC | 45.2K -5.8K (-11.4%) | 237.1K +15.4K (+6.9%) | 0.03% -0.006 pp | 0.00% +0.000 pp | USD3.05 +72.1% | 6 qtrs — |
| 88 | AXQ CAPITAL, LP | 43.9K +14.9K (+51.4%) | 230.6K +104.3K (+82.7%) | 0.03% +0.010 pp | 0.05% +0.004 pp | USD4.66 +12.7% | 2 qtrs — |
| 89 | ENGINEERS GATE MANAGER LP | 43.8K -52.3K (-54.4%) | 230.0K -188.1K (-45.0%) | 0.03% -0.042 pp | 0.00% -0.002 pp | USD3.64 +44.2% | 4 qtrs — |
| 90 | BAILARD, INC. | 42.9K +42.9K (+100.0%) | 225.3K +225.3K (+100.0%) | 0.03% +0.032 pp | 0.01% +0.005 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 91 | CORNERSTONE INVESTMENT PARTNERS, LLC | 42.4K +42.4K (+100.0%) | 222.5K +222.5K (+100.0%) | 0.03% +0.032 pp | 0.01% +0.009 pp | USD5.25 +0.0% | 1 qtrs NEW |
| 92 | DIVERSIFIED TRUST CO | 40.2K +9.2K (+29.8%) | 210.9K +76.3K (+56.7%) | 0.03% +0.006 pp | 0.00% +0.001 pp | USD3.72 +41.1% | 4 qtrs — |
| 93 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39.2K +11.1K (+39.5%) | 202.8K +87.2K (+75.4%) | 0.03% +0.008 pp | 0.00% +0.000 pp | USD4.30 +22.1% | 6 qtrs — |
| 94 | STRS OHIO | 35.2K -67.7K (-65.8%) | 184.8K -262.8K (-58.7%) | 0.03% -0.054 pp | 0.00% -0.001 pp | USD8.86 -40.7% | 21 qtrs — |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33.9K -2.8K (-7.5%) | 177.8K +18.5K (+11.6%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD23.55 -77.7% | 27 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 78 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Retail ETF XRT | 0.92% | 4.00M | 0.35% |
| 2 | Direxion Daily Retail Bull 3X Shares RETL | 0.19% | 59.1K | 0.96% |
| 3 | iShares Micro-Cap ETF IWC | 0.09% | 1.41M | 0.60% |
| 4 | Vanguard U.S. Quality Factor ETF VFQY | 0.07% | 336.5K | 0.13% |
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.07% | 689.6K | 0.20% |
| 6 | Vanguard U.S. Value Factor ETF VFVA | 0.06% | 507.5K | 0.13% |
| 7 | Fidelity Enhanced Small Cap ETF FESM | 0.05% | 2.66M | 0.28% |
| 8 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.04% | 1.04M | 0.34% |
| 9 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.03% | 2.91M | 0.25% |
| 10 | iShares Russell 2000 Value ETF IWN | 0.03% | 3.59M | 0.24% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.48
Bearish
Ratio by volume
0.43
Bearish
Buys
10
Sells
21
Shares acquired
372.6K
Shares disposed
859.5K
Cash buys
—
Cash sales
7.00
Net activity
-486,872
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 60,000 | 3.08 | 185.0K | 480,334 | D | ↗ |
| 2026-04-07 | Aufderhaar David | Officer | S-Sale | D | Class A Common Stock | 65,709 | 3.09 | 202.7K | 1,178,037 | D | ↗ |
| 2026-03-18 | O'Connor Casey | Officer | M-Exempt | D | Performance Stock Unit | 25,284 | 0.00 | — | 151,763 | D | ↗ |
| 2026-03-18 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 77,818 | 3.19 | 248.2K | 2,055,880 | D | ↗ |
| 2026-03-18 | Bacos Anthony | Officer | M-Exempt | D | Performance Stock Unit | 43,895 | 0.00 | — | 263,477 | D | ↗ |
| 2026-03-18 | Aufderhaar David | Officer | M-Exempt | D | Performance Stock Unit | 43,895 | 0.00 | — | 263,477 | D | ↗ |
| 2026-02-02 | Lake Katrina | Director | C-Conversion | D | Class B Common Stock | 8,835 | 0.00 | — | 7,196,553 | I | ↗ |
| 2026-01-27 | O'Connor Casey | Officer | M-Exempt | A | Class A Common Stock | 19,347 | 3.80 | 73.5K | 561,418 | D | ↗ |
| 2026-01-22 | O'Connor Casey | Officer | M-Exempt | A | Class A Common Stock | 41,259 | 3.80 | 156.8K | 583,330 | D | ↗ |
| 2026-01-21 | O'Connor Casey | Officer | M-Exempt | A | Class A Common Stock | 13,852 | 3.80 | 52.6K | 555,923 | D | ↗ |
| 2026-01-20 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 83,641 | 5.16 | 431.5K | 542,071 | D | ↗ |
| 2026-01-20 | Aufderhaar David | Officer | S-Sale | D | Class A Common Stock | 24,114 | 5.13 | 123.6K | 1,251,862 | D | ↗ |
| 2026-01-02 | Lake Katrina | Director | C-Conversion | A | Class A Common Stock | 101,150 | 0.00 | — | 101,150 | I | ↗ |
| 2025-12-17 | O'Connor Casey | Officer | M-Exempt | D | Performance Stock Unit | 126,478 | 0.00 | — | 177,047 | D | ↗ |
| 2025-12-17 | Baer Matt | Director / Officer | M-Exempt | D | Performance Stock Unit | 307,413 | 0.00 | — | 909,938 | D | ↗ |
| 2025-12-17 | Bacos Anthony | Officer | M-Exempt | D | Performance Stock Unit | 219,580 | 0.00 | — | 307,372 | D | ↗ |
| 2025-12-17 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 161,760 | 5.34 | 863.8K | 1,275,976 | D | ↗ |
| 2025-12-11 | Williams Elizabeth Goodman | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 155,419 | D | ↗ |
| 2025-12-11 | Tan Fiona | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 88,678 | D | ↗ |
| 2025-12-11 | MCCOLLAM SHARON | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 148,554 | D | ↗ |
| 2025-12-11 | GURLEY J WILLIAM | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 2,231,673 | D | ↗ |
| 2025-12-11 | BAXTER TIMOTHY G | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 88,678 | D | ↗ |
| 2025-12-11 | Amoo-Gottfried Kofi Owusu | Director | A-Award | A | Class A Common Stock | 40,045 | 0.00 | — | 142,261 | D | ↗ |
| 2025-12-05 | Lake Katrina | Director | C-Conversion | A | Class A Common Stock | 303,450 | 0.00 | — | 303,450 | I | ↗ |
| 2025-10-24 | Baer Matt | Director / Officer | A-Award | A | Class A Common Stock | 595,238 | 0.00 | — | 1,880,766 | D | ↗ |
| 2025-10-21 | O'Connor Casey | Officer | A-Award | A | Class A Common Stock | 149,068 | 0.00 | — | 580,509 | D | ↗ |
| 2025-10-21 | Bacos Anthony | Officer | A-Award | A | Class A Common Stock | 258,799 | 0.00 | — | 1,025,283 | D | ↗ |
| 2025-10-21 | Aufderhaar David | Officer | A-Award | A | Class A Common Stock | 310,559 | 0.00 | — | 1,218,156 | D | ↗ |
| 2025-10-20 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 50,000 | 4.41 | 220.5K | 431,441 | D | ↗ |
| 2025-09-22 | O'Connor Casey | Officer | A-Award | A | Performance Stock Unit | 303,525 | 0.00 | — | 303,525 | D | ↗ |
| 2025-09-22 | Baer Matt | Director / Officer | A-Award | A | Performance Stock Unit | 737,735 | 0.00 | — | 1,428,133 | D | ↗ |
| 2025-09-22 | Bacos Anthony | Officer | A-Award | A | Performance Stock Unit | 526,952 | 0.00 | — | 526,952 | D | ↗ |
| 2025-09-22 | Aufderhaar David | Officer | A-Award | A | Performance Stock Unit | 526,952 | 0.00 | — | 526,952 | D | ↗ |
| 2025-09-19 | Bacos Anthony | Officer | M-Exempt | A | Class A Common Stock | 60,000 | 3.99 | 239.4K | 889,966 | D | ↗ |
| 2025-09-17 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 17,180 | 5.48 | 94.1K | 481,441 | D | ↗ |
| 2025-09-17 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 63,598 | 5.48 | 348.5K | 1,285,528 | D | ↗ |
| 2025-09-17 | Bacos Anthony | Officer | F-InKind | D | Class A Common Stock | 33,482 | 5.48 | 183.5K | 766,484 | D | ↗ |
| 2025-09-17 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 29,741 | 5.48 | 163.0K | 907,597 | D | ↗ |
| 2025-09-02 | Lake Katrina | Director | C-Conversion | D | Class B Common Stock | 101,150 | 0.00 | — | 7,609,988 | I | ↗ |
| 2025-08-13 | Lake Katrina | Director | C-Conversion | A | Class A Common Stock | 50,000 | 0.00 | — | 50,000 | I | ↗ |
| 2025-07-28 | O'Connor Casey | Officer | M-Exempt | A | Class A Common Stock | 31,248 | 3.80 | 118.7K | 529,869 | D | ↗ |
| 2025-07-23 | Lake Katrina | Director | C-Conversion | D | Class B Common Stock | 151,115 | 0.00 | — | 7,812,288 | I | ↗ |
| 2025-07-22 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 10,000 | 5.01 | 50.1K | 498,621 | D | ↗ |
| 2025-07-22 | Lake Katrina | Director | S-Sale | D | Class A Common Stock | 253,485 | 5.06 | 1.28M | 0 | I | ↗ |
| 2025-07-22 | Bacos Anthony | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 60,000 | 3.99 | 239.4K | 662,543 | D | ↗ |
| 2025-07-22 | Aufderhaar David | Officer | S-Sale | D | Class A Common Stock | 20,538 | 5.10 | 104.8K | 937,338 | D | ↗ |
| 2025-07-21 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 50,000 | 4.72 | 235.9K | 508,621 | D | ↗ |
| 2025-07-07 | Baer Matt | Director / Officer | A-Award | A | Performance Stock Unit | 479,616 | 0.00 | — | 479,616 | D | ↗ |
| 2025-06-18 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 17,134 | 3.87 | 66.3K | 558,621 | D | ↗ |
| 2025-06-18 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 54,004 | 3.87 | 209.0K | 1,349,126 | D | ↗ |
| 2025-06-18 | Bacos Anthony | Officer | F-InKind | D | Class A Common Stock | 26,636 | 3.87 | 103.1K | 859,966 | D | ↗ |
| 2025-06-18 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 32,027 | 3.87 | 123.9K | 957,876 | D | ↗ |
| 2025-06-10 | Working Capital Advisors (UK) Ltd. | 10% Owner | S-Sale | D | Class A Common Stock | 1,370,931 | 4.68 | 6.42M | 10,608,822 | I | ↗ |
| 2025-04-14 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 50,000 | 3.04 | 152.0K | 575,755 | D | ↗ |
| 2025-03-12 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 18,101 | 4.23 | 76.6K | 625,755 | D | ↗ |
| 2025-03-12 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 54,183 | 4.23 | 229.2K | 1,403,130 | D | ↗ |
| 2025-03-12 | Bacos Anthony | Officer | F-InKind | D | Class A Common Stock | 27,360 | 4.23 | 115.7K | 886,602 | D | ↗ |
| 2025-03-12 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 32,757 | 4.23 | 138.6K | 989,903 | D | ↗ |
| 2024-12-13 | Bacos Anthony | Officer | S-Sale | D | Class A Common Stock | 16,720 | 4.61 | 77.1K | 913,962 | D | ↗ |
| 2024-12-12 | Williams Elizabeth Goodman | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 115,374 | D | ↗ |
| 2024-12-12 | Tan Fiona | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 41,866 | D | ↗ |
| 2024-12-12 | MCCOLLAM SHARON | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 108,509 | D | ↗ |
| 2024-12-12 | GURLEY J WILLIAM | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 2,191,628 | D | ↗ |
| 2024-12-12 | BAXTER TIMOTHY G | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 41,866 | D | ↗ |
| 2024-12-12 | Amoo-Gottfried Kofi Owusu | Director | A-Award | A | Class A Common Stock | 41,866 | 0.00 | — | 102,216 | D | ↗ |
| 2024-12-11 | O'Connor Casey | Officer | D-Return | D | Class A Common Stock | 14,159 | 4.60 | 65.1K | 643,856 | D | ↗ |
| 2024-12-11 | Lake Katrina | Director | S-Sale | D | Class A Common Stock | 653,581 | 5.75 | 3.76M | 21,419 | I | ↗ |
| 2024-12-11 | Baer Matt | Director / Officer | D-Return | D | Class A Common Stock | 36,071 | 4.60 | 165.9K | 1,457,313 | D | ↗ |
| 2024-12-11 | Bacos Anthony | Officer | D-Return | D | Class A Common Stock | 39,650 | 4.60 | 182.4K | 930,682 | D | ↗ |
| 2024-12-11 | Aufderhaar David | Officer | D-Return | D | Class A Common Stock | 22,853 | 4.60 | 105.1K | 1,022,660 | D | ↗ |
| 2024-11-22 | Baer Matt | Director / Officer | A-Award | A | Class A Common Stock | 546,875 | 0.00 | — | 1,493,384 | D | ↗ |
| 2024-10-28 | O'Connor Casey | Officer | A-Award | A | Class A Common Stock | 225,000 | 0.00 | — | 658,015 | D | ↗ |
| 2024-10-28 | Bacos Anthony | Officer | A-Award | A | Class A Common Stock | 390,625 | 0.00 | — | 970,332 | D | ↗ |
| 2024-10-28 | Aufderhaar David | Officer | A-Award | A | Class A Common Stock | 390,625 | 0.00 | — | 1,045,513 | D | ↗ |
| 2024-10-14 | Tan Fiona | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-10-14 | BAXTER TIMOTHY G | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-09-13 | Bacos Anthony | Officer | S-Sale | D | Class A Common Stock | 20,720 | 3.78 | 78.3K | 579,707 | — | ↗ |
| 2024-09-11 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 14,160 | 3.59 | 50.8K | 433,015 | — | ↗ |
| 2024-09-11 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 5,682 | 3.59 | 20.4K | 93,785 | — | ↗ |
| 2024-09-11 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 27,260 | 3.59 | 97.9K | 946,509 | — | ↗ |
| 2024-09-11 | Bacos Anthony | Officer | F-InKind | D | Class A Common Stock | 27,530 | 3.59 | 98.8K | 600,427 | — | ↗ |
| 2024-09-11 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 20,411 | 3.59 | 73.3K | 654,888 | — | ↗ |
| 2024-07-17 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 3,045 | 4.96 | 15.1K | 447,175 | — | ↗ |
| 2024-07-16 | Lake Katrina | Director | C-Conversion | D | Class B Common Stock | 487,009 | 0.00 | — | 8,891,888 | — | ↗ |
| 2024-07-16 | Baer Matt | Director / Officer | S-Sale | D | Class A Common Stock | 44,230 | 5.00 | 221.2K | 973,769 | — | ↗ |
| 2024-07-09 | Bacos Anthony | Officer | S-Sale | D | Class A Common Stock | 42,381 | 4.13 | 175.0K | 627,957 | — | ↗ |
| 2024-06-12 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 14,159 | 3.92 | 55.5K | 450,220 | — | ↗ |
| 2024-06-12 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 9,068 | 3.92 | 35.5K | 99,467 | — | ↗ |
| 2024-06-12 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 32,707 | 3.92 | 128.2K | 1,017,999 | — | ↗ |
| 2024-06-12 | Bacos Anthony | Officer | F-InKind | D | Class A Common Stock | 52,206 | 3.92 | 204.6K | 670,338 | — | ↗ |
| 2024-06-12 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 26,358 | 3.92 | 103.3K | 675,299 | — | ↗ |
| 2024-06-07 | Barkema Sarah | Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.74 | 112.1K | 108,535 | — | ↗ |
| 2024-04-18 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 3,004 | 2.22 | 6.7K | 464,379 | — | ↗ |
| 2024-04-02 | Bacos Anthony | Officer | A-Award | A | Class A Common Stock | 361,272 | 0.00 | — | 722,544 | — | ↗ |
| 2024-03-14 | Barkema Sarah | Officer | S-Sale | D | Class A Common Stock | 16,311 | 2.24 | 36.5K | 138,535 | — | ↗ |
| 2024-03-13 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 16,372 | 2.34 | 38.3K | 467,383 | — | ↗ |
| 2024-03-13 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 7,022 | 2.34 | 16.4K | 154,846 | — | ↗ |
| 2024-03-13 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 65,374 | 2.34 | 153.0K | 1,050,706 | — | ↗ |
| 2024-03-13 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 21,031 | 2.34 | 49.2K | 701,657 | — | ↗ |
| 2024-01-31 | Bacos Anthony | Officer | — | D | Class A Common Stock | 722,543 | 3.99 | 2.88M | 0 | — | ↗ |
| 2024-01-18 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 4,692 | 3.24 | 15.2K | 483,755 | — | ↗ |
| 2024-01-18 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 26,954 | 0.00 | — | 161,868 | — | ↗ |
| 2023-12-15 | Barkema Sarah | Officer | S-Sale | D | Class A Common Stock | 17,651 | 4.15 | 73.2K | 134,914 | — | ↗ |
| 2023-12-14 | MCCOLLAM SHARON | Director | A-Award | A | Class A Common Stock | 32,051 | 0.00 | — | 66,643 | — | ↗ |
| 2023-12-13 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 12,405 | 4.05 | 50.2K | 488,448 | — | ↗ |
| 2023-12-13 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 5,682 | 4.05 | 23.0K | 152,565 | — | ↗ |
| 2023-12-13 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 36,681 | 4.05 | 148.6K | 722,688 | — | ↗ |
| 2023-12-12 | Williams Elizabeth Goodman | Director | A-Award | A | Class A Common Stock | 32,051 | 0.00 | — | 73,508 | — | ↗ |
| 2023-12-12 | Mohan Neal | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 64,102 | 4.05 | 259.6K | 64,102 | — | ↗ |
| 2023-12-12 | MCCOLLAM SHARON | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 64,102 | 4.05 | 259.6K | 64,102 | — | ↗ |
| 2023-12-12 | Amoo-Gottfried Kofi Owusu | Director | A-Award | A | Class A Common Stock | 64,102 | 4.05 | 259.6K | 64,102 | — | ↗ |
| 2023-12-08 | O'Connor Casey | Officer | A-Award | A | Class A Common Stock | 192,000 | 0.00 | — | 500,853 | — | ↗ |
| 2023-10-18 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 4,693 | 3.42 | 16.0K | 308,853 | — | ↗ |
| 2023-10-13 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 78,160 | 0.00 | — | 158,247 | — | ↗ |
| 2023-10-05 | Barkema Sarah | Officer | S-Sale | D | Class A Common Stock | 34,309 | 3.10 | 106.4K | 80,087 | — | ↗ |
| 2023-10-03 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 21,993 | 3.38 | 74.3K | 313,546 | — | ↗ |
| 2023-10-03 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 11,044 | 3.72 | 41.1K | 114,396 | — | ↗ |
| 2023-10-03 | Baer Matt | Director / Officer | F-InKind | D | Class A Common Stock | 8,501 | 3.38 | 28.7K | 1,116,080 | — | ↗ |
| 2023-10-03 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 18,010 | 3.38 | 60.9K | 759,369 | — | ↗ |
| 2023-09-13 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 12,405 | 3.72 | 46.1K | 271,941 | — | ↗ |
| 2023-09-13 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 3,715 | 3.72 | 13.8K | 80,087 | — | ↗ |
| 2023-09-13 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 2,223 | 3.72 | 8.3K | 725,299 | — | ↗ |
| 2023-07-20 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 9,262 | 4.21 | 39.0K | 284,346 | — | ↗ |
| 2023-06-26 | Baer Matt | Director / Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-14 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 24,486 | 4.77 | 116.8K | 293,608 | — | ↗ |
| 2023-06-14 | DHAWAN SACHIN | Officer | F-InKind | D | Class A Common Stock | 16,742 | 4.77 | 79.9K | 495,968 | — | ↗ |
| 2023-06-14 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 5,022 | 4.77 | 24.0K | 83,802 | — | ↗ |
| 2023-06-14 | Aufderhaar David | Officer | F-InKind | D | Class A Common Stock | 3,894 | 4.77 | 18.6K | 727,522 | — | ↗ |
| 2023-04-17 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 22,921 | 0.00 | — | 88,824 | — | ↗ |
| 2023-04-03 | Barkema Sarah | Officer | S-Sale | D | Class A Common Stock | 10,000 | 5.00 | 50.0K | 65,903 | — | ↗ |
| 2023-04-03 | Aufderhaar David | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 500,000 | 5.02 | 2.51M | 500,000 | — | ↗ |
| 2023-03-24 | O'Connor Casey | Officer | S-Sale | D | Class A Common Stock | 12,000 | 5.14 | 61.7K | 318,094 | — | ↗ |
| 2023-03-17 | DHAWAN SACHIN | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 550,000 | 5.10 | 2.81M | 550,000 | — | ↗ |
| 2023-03-15 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 4,385 | 5.21 | 22.8K | 330,094 | — | ↗ |
| 2023-03-15 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 17,195 | 5.21 | 89.6K | 603,072 | — | ↗ |
| 2023-03-15 | DHAWAN SACHIN | Officer | F-InKind | D | Class A Common Stock | 9,270 | 5.21 | 48.3K | 237,710 | — | ↗ |
| 2023-03-15 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 3,079 | 5.21 | 16.0K | 75,903 | — | ↗ |
| 2023-01-06 | Lake Katrina | Officer | A-Award | A | Class A Common Stock | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2022-12-19 | Amoo-Gottfried Kofi Owusu | Director | A-Award | A | Class A Common Stock | 28,299 | 0.00 | — | 28,299 | — | ↗ |
| 2022-12-15 | O'Connor Casey | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2022-12-14 | Spaulding Elizabeth | Officer | F-InKind | D | Class A Common Stock | 36,001 | 4.08 | 146.9K | 371,109 | — | ↗ |
| 2022-12-14 | O'Connor Casey | Officer | F-InKind | D | Class A Common Stock | 3,720 | 4.08 | 15.2K | 84,479 | — | ↗ |
| 2022-12-14 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 26,973 | 4.08 | 110.0K | 620,267 | — | ↗ |
| 2022-12-14 | DHAWAN SACHIN | Officer | F-InKind | D | Class A Common Stock | 18,970 | 4.08 | 77.4K | 246,980 | — | ↗ |
| 2022-12-14 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 2,536 | 4.08 | 10.3K | 78,982 | — | ↗ |
| 2022-12-13 | Williams Elizabeth Goodman | Director | A-Award | A | Class A Common Stock | 28,772 | 0.00 | — | 41,457 | — | ↗ |
| 2022-12-13 | Svane Mikkel | Director | A-Award | A | Class A Common Stock | 28,772 | 0.00 | — | 40,761 | — | ↗ |
| 2022-12-13 | Mohan Neal | Director | A-Award | A | Class A Common Stock | 28,772 | 0.00 | — | 34,983 | — | ↗ |
| 2022-12-13 | MCCOLLAM SHARON | Director | A-Award | A | Class A Common Stock | 28,772 | 0.00 | — | 34,592 | — | ↗ |
| 2022-11-30 | O'Connor Casey | Officer | — | D | Class A Common Stock | 5,256 | 18.34 | 96.4K | — | — | ↗ |
| 2022-09-14 | Spaulding Elizabeth | Officer | F-InKind | D | Class A Common Stock | 49,029 | 4.90 | 240.2K | 443,715 | — | ↗ |
| 2022-09-14 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 32,079 | 4.90 | 157.2K | 647,240 | — | ↗ |
| 2022-09-14 | Darling Scott | Officer | F-InKind | D | Class A Common Stock | 23,574 | 4.90 | 115.5K | 286,694 | — | ↗ |
| 2022-09-14 | DHAWAN SACHIN | Officer | F-InKind | D | Class A Common Stock | 13,674 | 4.90 | 67.0K | 265,950 | — | ↗ |
| 2022-09-14 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 2,491 | 4.90 | 12.2K | 81,518 | — | ↗ |
| 2022-07-15 | Spaulding Elizabeth | Officer | A-Award | A | Class A Common Stock | 400,000 | 0.00 | — | 566,320 | — | ↗ |
| 2022-07-15 | Jedda Dan | Officer | A-Award | A | Class A Common Stock | 400,000 | 0.00 | — | 679,319 | — | ↗ |
| 2022-07-15 | Darling Scott | Officer | A-Award | A | Class A Common Stock | 246,667 | 0.00 | — | 310,268 | — | ↗ |
| 2022-07-08 | GURLEY J WILLIAM | Director | P-Purchase | A | Class A Common Stock | 1,000,000 | 5.43 | 5.43M | 2,149,762 | — | ↗ |
| 2022-06-15 | Spaulding Elizabeth | Officer | F-InKind | D | Class A Common Stock | 7,818 | 0.00 | — | 166,320 | — | ↗ |
| 2022-06-15 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 6,392 | 0.00 | — | 279,319 | — | ↗ |
| 2022-06-15 | Darling Scott | Officer | F-InKind | D | Class A Common Stock | 2,249 | 0.00 | — | 63,601 | — | ↗ |
| 2022-06-15 | DHAWAN SACHIN | Officer | F-InKind | D | Class A Common Stock | 26,461 | 0.00 | — | 279,624 | — | ↗ |
| 2022-06-15 | Barkema Sarah | Officer | F-InKind | D | Class A Common Stock | 1,271 | 0.00 | — | 84,009 | — | ↗ |
| 2022-05-02 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 20,039 | 0.00 | — | 85,280 | — | ↗ |
| 2022-03-16 | Spaulding Elizabeth | Officer | F-InKind | D | Class A Common Stock | 8,007 | 9.91 | 79.3K | 188,926 | — | ↗ |
| 2022-03-16 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 6,675 | 9.91 | 66.1K | 285,711 | — | ↗ |
| 2022-03-16 | Darling Scott | Officer | F-InKind | D | Class A Common Stock | 2,575 | 9.91 | 25.5K | 65,850 | — | ↗ |
| 2022-03-15 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 5,690 | 0.00 | — | 66,383 | — | ↗ |
| 2022-03-10 | DHAWAN SACHIN | Officer | A-Award | A | Non-qualified Stock Option (Right to Buy) | 612,170 | 0.00 | — | 612,170 | — | ↗ |
| 2022-02-27 | DHAWAN SACHIN | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-20 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 100,000 | 16.10 | 1.61M | 11,979,753 | — | ↗ |
| 2022-01-19 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 200,000 | 16.14 | 3.23M | 11,879,753 | — | ↗ |
| 2022-01-18 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 150,000 | 16.28 | 2.44M | 11,679,753 | — | ↗ |
| 2022-01-14 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 150,000 | 16.83 | 2.52M | 11,529,753 | — | ↗ |
| 2022-01-10 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 37,383 | 17.74 | 663.0K | 11,379,753 | — | ↗ |
| 2022-01-06 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 26,279 | 18.20 | 478.2K | 11,342,370 | — | ↗ |
| 2022-01-06 | Barkema Sarah | Officer | A-Award | A | Class A Common Stock | 60,693 | 0.00 | — | 60,693 | — | ↗ |
| 2022-01-05 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 150,000 | 18.00 | 2.70M | 11,316,091 | — | ↗ |
| 2022-01-04 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 77,717 | 18.46 | 1.43M | 11,166,091 | — | ↗ |
| 2021-12-29 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 193,636 | 19.10 | 3.70M | 11,088,374 | — | ↗ |
| 2021-12-28 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 124,919 | 19.53 | 2.44M | 10,894,738 | — | ↗ |
| 2021-12-27 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 150,000 | 20.27 | 3.04M | 10,769,819 | — | ↗ |
| 2021-12-23 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A Common Stock | 11,579 | 19.15 | 221.8K | 10,619,819 | — | ↗ |
| 2021-12-16 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A common stock | 70,410 | 18.05 | 1.27M | 10,608,240 | — | ↗ |
| 2021-12-15 | Williams Elizabeth Goodman | Director | A-Award | A | Class A Common Stock | 4,016 | 0.00 | — | 12,685 | — | ↗ |
| 2021-12-15 | Svane Mikkel | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 8,033 | 18.46 | 148.3K | 8,033 | — | ↗ |
| 2021-12-15 | Spaulding Elizabeth | Director / Officer | F-InKind | D | Class A Common Stock | 11,209 | 18.50 | 207.4K | 222,928 | — | ↗ |
| 2021-12-15 | Smith Mike C. | Director | A-Award | A | Class A Common Stock | 4,016 | 0.00 | — | 51,372 | — | ↗ |
| 2021-12-15 | Mohan Neal | Director | A-Award | A | Class A Common Stock | 4,016 | 0.00 | — | 6,211 | — | ↗ |
| 2021-12-15 | MCCOLLAM SHARON | Director | A-Award | A | Class A Common Stock | 4,016 | 0.00 | — | 5,820 | — | ↗ |
| 2021-12-15 | Lynch Kirsten A. | Director | A-Award | A | Non-qualified Stock Option (Right to Buy) | 8,033 | 18.46 | 148.3K | 8,033 | — | ↗ |
| 2021-12-15 | Jedda Dan | Officer | F-InKind | D | Class A Common Stock | 10,329 | 18.50 | 191.1K | 292,386 | — | ↗ |
| 2021-12-15 | HANSEN MARKA | Director | A-Award | A | Class A Common Stock | 4,016 | 0.00 | — | 4,016 | — | ↗ |
| 2021-12-15 | Darling Scott | Officer | F-InKind | D | Class A Common Stock | 3,223 | 18.50 | 59.6K | 68,425 | — | ↗ |
| 2021-12-14 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A common stock | 73,844 | 18.47 | 1.36M | 10,537,830 | — | ↗ |
| 2021-12-14 | Jedda Dan | Officer | A-Award | A | Class A Common Stock | 178,697 | 0.00 | — | 302,715 | — | ↗ |
| 2021-12-14 | Darling Scott | Officer | A-Award | A | Employee Stock Option | 119,306 | 18.50 | 2.21M | 119,306 | — | ↗ |
| 2021-12-10 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A common stock | 222,074 | 19.78 | 4.39M | 10,463,986 | — | ↗ |
| 2021-12-06 | Working Capital Advisors (UK) Ltd. | 10% Owner | P-Purchase | A | Class A common stock | 500,000 | 23.91 | 11.95M | 10,241,912 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-6.1K
Shares Outstanding
136.52M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Matt Baer Chief Executive Officer | 850.0K | — | 7.82M | — | 1.44M | 14.0K | 10.13M | 77.22% | ↗ |
| 2 | 2025 | Anthony Bacos Chief Product & Technology Officer | 600.0K | — | 2.87M | — | 509.4K | 12.9K | 3.99M | 71.85% | ↗ |
| 3 | 2025 | David Aufderhaar Chief Financial Officer | 585.8K | — | 2.87M | — | 498.9K | — | 3.95M | 72.54% | ↗ |
| 4 | 2025 | Casey O'Connor Chief Legal Officer | 500.0K | — | 1.65M | — | 424.5K | 13.8K | 2.59M | 63.75% | ↗ |
| 5 | 2024 | Anthony Bacos Chief Product & Technology Officer | 427.2K | — | 2.34M | 2.81M | 139.2K | — | 5.72M | 90.09% | ↗ |
| 6 | 2024 | Anthony Bacos | 427.2K | — | 2.34M | 2.81M | 139.2K | — | 5.72M | 90.09% | ↗ |
| 7 | 2024 | Casey O'Connor Chief Legal Officer | 500.5K | — | 766.1K | 959.2K | 158.2K | 11.5K | 2.40M | 72.02% | ↗ |
| 8 | 2024 | Casey O'Connor | 500.5K | — | 766.1K | 959.2K | 158.2K | 11.5K | 2.40M | 72.02% | ↗ |
| 9 | 2024 | Matthew Baer | 850.9K | — | — | — | 537.9K | 76.1K | 1.46M | 0.00% | ↗ |
| 10 | 2024 | Matt Baer Chief Executive Officer | 850.9K | — | — | — | 537.9K | 76.1K | 1.46M | 0.00% | ↗ |
| 11 | 2024 | David Aufderhaar Chief Financial Officer | 550.5K | — | — | — | 174.0K | — | 724.5K | 0.00% | ↗ |
| 12 | 2024 | David Aufderhaar | 550.5K | — | — | — | 174.0K | — | 724.5K | 0.00% | ↗ |
| 13 | 2023 | Matt Baer Chief Executive Officer | 65.4K | 400.0K | 4.07M | 5.21M | 79.4K | 27.6K | 9.85M | 94.19% | ↗ |
| 14 | 2023 | Matthew Baer | 65.4K | 400.0K | 4.07M | 5.21M | 79.4K | 27.6K | 9.85M | 94.19% | ↗ |
| 15 | 2023 | David Aufderhaar | 439.7K | 33.0K | 3.26M | 4.30M | 168.2K | — | 8.20M | 92.18% | ↗ |
| 16 | 2023 | David Aufderhaar Chief Financial Officer | 439.7K | 33.0K | 3.26M | 4.30M | 168.2K | — | 8.20M | 92.18% | ↗ |
| 17 | 2023 | Sachin Dhawan | 588.9K | — | 1.40M | 1.80M | — | 11.4K | 3.81M | 84.23% | ↗ |
| 18 | 2023 | Casey O'Connor | 479.3K | 17.0K | 950.0K | 1.24M | 205.4K | 11.4K | 2.90M | 75.40% | ↗ |
| 19 | 2023 | Casey O'Connor Chief Legal Officer | 479.3K | 17.0K | 950.0K | 1.24M | 205.4K | 11.4K | 2.90M | 75.40% | ↗ |
| 20 | 2023 | Elizabeth Spaulding | 297.7K | — | — | — | — | 354.3K | 652.0K | 0.00% | ↗ |
| 21 | 2023 | Katrina Lake | 43.9K | — | — | 432.2K | — | — | 476.1K | 90.77% | ↗ |
| 22 | 2023 | Scott Darling | 179.0K | — | — | — | — | 253.9K | 433.0K | 0.00% | ↗ |
| 23 | 2023 | Dan Jedda | 396.3K | — | — | — | — | 5.9K | 402.2K | 0.00% | ↗ |
| 24 | 2022 | Sachin Dhawan | 300.3K | 350.0K | 3.46M | 3.43M | — | — | 7.54M | 91.37% | ↗ |
| 25 | 2022 | Sachin Dhawan, Chief Technology Officer | 300.3K | 350.0K | 3.46M | 3.43M | — | — | 7.54M | 91.37% | ↗ |
| 26 | 2022 | Dan Jedda, Chief Financial Officer | 535.5K | — | 5.53M | — | — | 10.2K | 6.08M | 91.02% | ↗ |
| 27 | 2022 | Dan Jedda | 535.5K | — | 5.53M | — | — | 10.2K | 6.08M | 91.02% | ↗ |
| 28 | 2022 | Scott Darling, Chief Legal Officer and Corporate Secretary | 469.8K | — | 1.74M | 1.06M | — | 11.2K | 3.28M | 85.35% | ↗ |
| 29 | 2022 | Scott Darling | 469.8K | — | 1.74M | 1.06M | — | 11.2K | 3.28M | 85.35% | ↗ |
| 30 | 2022 | Elizabeth Spaulding, Chief Executive Officer | 646.7K | 250.0K | 2.22M | — | — | 14.2K | 3.13M | 70.94% | ↗ |
| 31 | 2022 | Elizabeth Spaulding | 646.7K | 250.0K | 2.22M | — | — | 14.2K | 3.13M | 70.94% | ↗ |
| 32 | 2021 | Dan Jedda | 317.7K | 250.0K | 7.28M | 7.28M | 143.5K | — | 15.27M | 95.34% | ↗ |
| 33 | 2021 | Dan Jedda, Chief Financial Officer | 317.7K | 250.0K | 7.28M | 7.28M | 143.5K | — | 15.27M | 95.34% | ↗ |
| 34 | 2021 | Elizabeth Spaulding, President | 600.7K | — | 2.39M | 5.57M | 265.2K | — | 8.82M | 90.18% | ↗ |
| 35 | 2021 | Elizabeth Spaulding, Chief Executive Officer | 600.7K | — | 2.39M | 5.57M | 265.2K | — | 8.82M | 90.18% | ↗ |
| 36 | 2021 | Elizabeth Spaulding | 600.7K | — | 2.39M | 5.57M | 265.2K | — | 8.82M | 90.18% | ↗ |
| 37 | 2021 | Scott Darling | 393.0K | — | 1.05M | 1.05M | 174.4K | — | 2.66M | 78.65% | ↗ |
| 38 | 2021 | Scott Darling, Chief Legal Officer and Corporate Secretary | 393.0K | — | 1.05M | 1.05M | 174.4K | — | 2.66M | 78.65% | ↗ |
| 39 | 2021 | Katrina Lake | 638.0K | — | — | — | — | — | 638.0K | 0.00% | ↗ |
| 40 | 2021 | Katrina Lake, Chief Executive Officer | 638.0K | — | — | — | — | — | 638.0K | 0.00% | ↗ |
| 41 | 2021 | Michael Smith, Former President, Chief Operating Officer, and Interim Chief Financial Officer | 277.2K | — | 70.9K | 70.9K | — | — | 418.3K | 33.89% | ↗ |
| 42 | 2020 | Elizabeth Spaulding, Chief Executive Officer | 313.7K | — | 7.09M | 7.76M | — | — | 15.17M | 97.93% | ↗ |
| 43 | 2020 | Elizabeth Spaulding, President | 313.7K | — | 7.09M | 7.76M | — | — | 15.17M | 97.93% | ↗ |
| 44 | 2020 | Michael Smith, President, Chief Operating Officer and Interim Chief Financial Officer | 581.5K | — | 1.26M | 1.05M | — | — | 2.89M | 79.87% | ↗ |
| 45 | 2020 | Michael Smith, Former President, Chief Operating Officer, and Interim Chief Financial Officer | 581.5K | — | 1.26M | 1.05M | — | — | 2.89M | 79.87% | ↗ |
| 46 | 2020 | Scott Darling, Chief Legal Officer and Corporate Secretary | 368.1K | — | 449.2K | 375.0K | — | — | 1.19M | 69.13% | ↗ |
| 47 | 2020 | Paul Yee, Former Chief Financial Officer | 196.3K | — | — | — | — | 445.0K | 641.3K | 0.00% | ↗ |
| 48 | 2020 | Katrina Lake, Chief Executive Officer | 453.0K | — | — | — | — | — | 453.0K | 0.00% | ↗ |
| 49 | 2019 | Katrina Lake, Chief Executive Officer | 637.3K | — | 2.07M | 2.40M | 222.7K | — | 5.33M | 83.86% | ↗ |
| 50 | 2019 | Michael Smith, Former President, Chief Operating Officer, and Interim Chief Financial Officer | 536.3K | — | 1.07M | 1.24M | 180.2K | — | 3.02M | 76.27% | ↗ |
| 51 | 2019 | Michael Smith, President and Chief Operating Officer | 536.3K | — | 1.07M | 1.24M | 180.2K | — | 3.02M | 76.27% | ↗ |
| 52 | 2019 | Michael Smith, President, Chief Operating Officer and Interim Chief Financial Officer | 536.3K | — | 1.07M | 1.24M | 180.2K | — | 3.02M | 76.27% | ↗ |
| 53 | 2019 | Scott Darling, Chief Legal Officer and Corporate Secretary | 351.0K | — | 516.9K | 600.0K | 117.9K | — | 1.59M | 70.43% | ↗ |
| 54 | 2019 | Paul Yee, Chief Financial Officer | 448.5K | — | — | — | 150.7K | — | 599.2K | 0.00% | ↗ |
| 55 | 2019 | Paul Yee, Former Chief Financial Officer | 448.5K | — | — | — | 150.7K | — | 599.2K | 0.00% | ↗ |
| 56 | 2018 | Katrina Lake, Chief Executive Officer | 601.6K | — | — | — | — | — | 601.6K | 0.00% | ↗ |
| 57 | 2018 | Michael Smith, President, Chief Operating Officer and Interim Chief Financial Officer | 511.3K | — | — | — | — | — | 511.3K | 0.00% | ↗ |
| 58 | 2018 | Michael Smith, President and Chief Operating Officer | 511.3K | — | — | — | — | — | 511.3K | 0.00% | ↗ |
| 59 | 2018 | Michael Smith, Chief Operating Officer | 511.3K | — | — | — | — | — | 511.3K | 0.00% | ↗ |
| 60 | 2018 | Paul Yee, Chief Financial Officer | 440.0K | — | — | — | — | — | 440.0K | 0.00% | ↗ |
| 61 | 2018 | Paul Yee, Former Chief Financial Officer | 440.0K | — | — | — | — | — | 440.0K | 0.00% | ↗ |
| 62 | 2018 | Scott Darling, Chief Legal Officer and Corporate Secretary | 325.0K | — | — | — | — | — | 325.0K | 0.00% | ↗ |
| 63 | 2017 | Katrina Lake, Chief Executive Officer | 535.0K | — | — | 7.84M | — | 744.4K | 9.12M | 85.97% | ↗ |
| 64 | 2017 | Paul Yee, Chief Financial Officer | 59.2K | — | — | 4.83M | — | — | 4.89M | 98.79% | ↗ |
| 65 | 2017 | Scott Darling, Chief Legal Officer and Corporate Secretary | 244.1K | — | — | 635.4K | — | — | 879.5K | 72.24% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew Baer | Chief Executive Officer & Director | 2M | male |
| Tony Bacos | Chief Product & Technology Officer | 1M | male |
| David Aufderhaar | Chief Financial Officer | 1M | male |
| Casey O'Connor | Chief Legal Officer & Corporate Secretary | 938.3K | male |
| Katrina Lake | Founder & Executive Chairperson | 80.0K | female |
| Debbie Rose Woloshin | Chief Marketing Officer | — | female |
| Lillian Reaume | Chief People Officer | — | female |
| Danit Marquardt | Vice President of Communications | — | female |
| Cherryl Valenzuela | Head of Investor Relations | — | female |
ESG Rating
ESG Score History APPAREL - RETAIL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SFIX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
