Position
Renaissance Technologies in Stitch Fix, Inc.
Back to the book · All holders of SFIX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $4.52M$3.31 → $4.11
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.7M | $29.9M | — | — | — | 0.0% |
| Q1 2026 | 5.65M | $18.7M | $3.31 | −$11M | −$295.1K | 0.0% |
| Q2 2026 | 6M | $24.7M | $4.11 | $4.52M | $1.47M | 0.0% |