Welcome to our dedicated page for Stitch Fix SEC filings (Ticker: SFIX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Stitch Fix, Inc. (NASDAQ: SFIX) SEC filings, offering a structured view of the company’s regulatory disclosures as a publicly traded electronic shopping and retail trade business. Stitch Fix files annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, proxy statements on Schedule 14A, and other documents that describe its operations, financial condition, and governance.
In its periodic reports, Stitch Fix presents detailed financial statements, including balance sheets, statements of operations, and cash flow information, along with discussions of revenue, gross margin, net income or loss, adjusted EBITDA, and cash and investment balances. These filings also describe topics such as the cessation of its UK operations as a discontinued business, its credit agreements, and its expectations and risk factors related to its transformation strategy, AI investments, and client growth.
Current reports on Form 8-K capture material events, such as amendments to credit agreements that extend maturity dates, or the release of quarterly and annual financial results. Definitive proxy statements (DEF 14A) provide information on board composition, executive compensation, equity plans, voting rights for Class A and Class B common stock, and matters presented to stockholders at the annual meeting, including director elections, advisory votes on compensation, and auditor ratification.
On Stock Titan, these filings are updated as they are made available through the SEC’s EDGAR system. AI-powered summaries help explain the key points of lengthy documents such as 10-Ks, 10-Qs, and proxy statements in plain language, while preserving access to the full text for deeper review. Users can also review Form 8-K events and other filings to understand how Stitch Fix manages its capital structure, governance, and strategic initiatives over time.
Stitch Fix, Inc. Chief Legal Officer Casey O'Connor exercised Performance Stock Units on March 18, 2026, converting 25,284 PSUs into an equal number of Class A Common shares. Each PSU represents a contingent right to one share, and the performance condition for this award has been achieved.
On the same date, 27,021 Class A shares were withheld by the company at $3.19 per share to satisfy tax obligations related to restricted stock unit vesting, a non-market, tax-withholding disposition rather than an open-market sale. Following these routine compensation-related events, O'Connor directly held 540,334 Class A shares. The PSU award is scheduled so that 5/12 vested on December 17, 2025, with the remaining 7/12 vesting in equal quarterly installments over the next seven quarterly vesting dates.
Stitch Fix, Inc. Chief Financial Officer David Aufderhaar exercised performance stock units and settled related taxes using shares. He exercised 43,895 Performance Stock Units into an equal number of Class A Common Stock shares at a conversion price of $0.00 per share. To cover tax withholding obligations tied to restricted stock unit vesting, 52,011 Class A shares were withheld at $3.19 per share rather than sold on the open market. After these compensation-related transactions, he directly owned 1,243,746 shares of Class A Common Stock, indicating this was a routine equity award vesting and tax settlement rather than discretionary market buying or selling.
Stitch Fix, Inc. Chief Executive Officer Matt Baer reported routine equity compensation activity involving performance-based stock units and Class A common stock. He exercised Performance Stock Units to acquire 61,454 shares of Class A Common Stock at a $0.00 exercise price, reflecting the conversion of vested PSUs into shares. In a related transaction, 77,818 shares of Class A Common Stock were withheld at $3.19 per share to satisfy tax withholding obligations tied to restricted stock unit vesting, rather than being sold in the open market. Following these transactions, Baer directly holds 2,055,880 shares of Class A Common Stock. The PSU award’s performance condition has been achieved, and the units will continue to vest based on stated time-based service conditions.
Stitch Fix, Inc. Chief Product and Technology Officer Anthony Bacos exercised performance stock units that converted into 43,895 shares of Class A common stock on March 18, 2026. Each performance stock unit represents a right to receive one share after conditions are met.
In connection with the vesting, 37,824 shares of Class A common stock were withheld by the company at $3.19 per share to cover tax obligations. After these transactions, Bacos directly holds 1,105,109 shares of Stitch Fix Class A common stock.
Stitch Fix, Inc. reported that its Chief Product and Technology Officer, Anthony Bacos, has informed the company of his intention to retire. His retirement will be effective August 1, 2026. This leadership change affects the executive overseeing product and technology but does not include any financial results or transaction details.
Stitch Fix reported modestly improved results for Q2 2026. Revenue, net grew to $341.3 million for the quarter and $683.4 million for the first half, up 9.4% and 8.3% year over year, while gross margin dipped slightly to 43.6%.
The company narrowed its net loss from continuing operations to $2.7 million for the quarter and $9.0 million year-to-date, with Adjusted EBITDA essentially flat at $15.9 million for the quarter. Free cash flow from continuing operations for the first six months was $8.9 million, versus negative in the prior year.
Active clients declined 3.5% to about 2.29 million, but net revenue per active client rose 7.4% to $577, reflecting higher average order values and more items kept per Fix. Stitch Fix ended the quarter with $118.8 million in cash and cash equivalents, $121.7 million in investments, no borrowings under its $50 million credit facility, and total stockholders’ equity of $209.3 million.
Stitch Fix reported second-quarter fiscal 2026 results with solid top-line growth but a small loss. Net revenue was $341.3 million, up 9.4% year over year. Active clients were 2.288 million, down 3.5% year over year, while net revenue per active client rose 7.4% to $577, indicating higher spending per client.
Gross margin was 43.6%, down 90 basis points from a year ago. The company posted a net loss of $2.7 million, or $0.02 per share, but generated Adjusted EBITDA of $15.9 million (4.7% margin) and free cash flow of $3.4 million. Stitch Fix ended the quarter with $240.5 million in cash, cash equivalents, and investments and no debt. For Q3 2026, it guides net revenue to $330–$335 million and Adjusted EBITDA to $7–$10 million, and for fiscal 2026 it expects $1.33–$1.35 billion in revenue, $42–$50 million in Adjusted EBITDA, gross margin of 43–44%, advertising at 9–10% of revenue, and positive free cash flow for the full year.
Disciplined Growth Investors, Inc. reported beneficial ownership of 19,477,691 shares of Stitch Fix, Inc. Class A common stock, representing 16.4% of the class as of 12/31/2025. It holds sole voting power over 18,039,070 shares and sole dispositive power over all 19,477,691 shares.
The firm certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Stitch Fix, other than activities allowed in connection with certain director nominations.
Stitch Fix, Inc. director Katrina Lake’s revocable trust converted and sold shares of the company’s stock. On February 2, 2026, the Katrina M. Lake Revocable Trust converted 8,835 shares of Class B Common Stock into 8,835 shares of Class A Common Stock, then sold those 8,835 Class A shares at a weighted average price of $5.0065 per share under a pre‑arranged Rule 10b5-1 trading plan entered on January 7, 2025. Following these transactions, the trust continued to indirectly hold 7,196,553 derivative securities representing Class B shares convertible into Class A on a one‑for‑one basis with no expiration date.
Stitch Fix, Inc. shareholder Katrina Lake TTEE filed a notice to sell up to 202,295 shares of Stitch Fix common stock through broker Charles Schwab & Co., Inc. on or around February 2, 2026 on the NASDAQ market, with an indicated aggregate market value of $1,012,790.00.
The filing notes these shares were originally acquired on May 23, 2016 as founder shares via a founder contribution. It also lists prior sales over the past three months totaling 404,600 Stitch Fix shares, generating gross proceeds of $1,574,169.00 and $513,824.00 on separate sales dated December 5, 2025 and January 2, 2026.