Disciplined Growth Investors reports 15.4% stake in Stitch Fix

Disciplined Growth Investors, Inc. filed an Amendment No. 9 to Schedule 13G/A reporting beneficial ownership of 18,738,180 shares of Stitch Fix common stock, representing 15.4% of the class.

Rhea-AI Filing Summary

Disciplined Growth Investors, Inc. filed an Amendment No. 9 to Schedule 13G/A reporting beneficial ownership of 18,738,180 shares of Stitch Fix common stock, representing 15.4% of the class. The filing lists sole voting power of 17,932,797 shares and sole dispositive power of 18,738,180 shares. The filing identifies the filer’s address in Minneapolis and is signed by Peter G. Rieke as Chief Operating & Compliance Officer.

Insights

Equity Ownership Analyst

Large passive stake disclosure: 15.4% ownership of Stitch Fix.

The filing shows 18,738,180 shares reported as beneficially owned with 15.4% of the class, indicating a significant ownership position disclosed under Schedule 13G/A. The filing lists precise voting and dispositive counts, which clarify the filer’s control metrics as reported.

Future filings may update these counts; any trading or change in percentage will appear in subsequent amendments. Cash‑flow treatment and intentions regarding voting or disposition are not specified in the provided excerpt.

Corporate Governance Specialist

Filer reports sole voting and dispositive powers for most shares.

The report attributes sole voting power for 17,932,797 shares and sole dispositive power for 18,738,180 shares, clarifying the filer’s unilateral control over voting and disposition for the majority of its position. The statement includes the filer’s principal office and signature of an officer.

This amendment updates ownership metrics; any governance actions tied to this stake would require separate disclosures. Timing and any planned transactions are not described in the excerpt.

Key Figures

Beneficially owned: 18,738,180 shares Percent of class: 15.4% Sole voting power: 17,932,797 shares +1 more

4 metrics

Beneficially owned 18,738,180 shares reported in Schedule 13G/A amendment

Percent of class 15.4% percent of Stitch Fix common stock reported

Sole voting power 17,932,797 shares number with sole power to vote

Sole dispositive power 18,738,180 shares number with sole power to dispose

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 9 to Schedule 13G/A is the filing title"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership regulatory

"Amount beneficially owned: 18,738,180 (b) Percent of class: 15.4%"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"(iii) Sole power to dispose or to direct the disposition of: 18,738,180"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake did Disciplined Growth Investors report in Stitch Fix (SFIX)?

They reported beneficial ownership of 18,738,180 shares, equal to 15.4% of Stitch Fix common stock. The filing explicitly lists voting and dispositive power counts and is signed by the filer’s Chief Operating & Compliance Officer.

How many shares does Disciplined Growth Investors control or vote?

The filing states sole voting power for 17,932,797 shares and sole dispositive power for 18,738,180 shares. Shared voting and dispositive powers are reported as zero in the provided excerpt.

What document was filed to disclose this ownership in SFIX?

The disclosure is an Amendment No. 9 to Schedule 13G/A, a passive beneficial ownership report. It updates previously filed 13G information and is signed by Peter G. Rieke as Chief Operating & Compliance Officer.

Does the filing state any plans to buy or sell Stitch Fix shares?

The excerpt does not state any purchase or sale intentions. It lists current beneficial ownership counts, voting powers, and the filer’s address, but does not describe planned transactions or cash‑flow treatment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 04:31 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 9)

Stitch Fix, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

860897107

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 860897107

1

Names of Reporting Persons

DISCIPLINED GROWTH INVESTORS INC /MN

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MINNESOTA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 17,932,797.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 18,738,180.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

18,738,180.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

15.4 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Stitch Fix, Inc.
(b)	Address of issuer's principal executive offices: 1 MONTGOMERY STREET, 1 MONTGOMERY STREET, SAN FRANCISCO, CALIFORNIA, 94104.
Item 2.
(a)	Name of person filing: Disciplined Growth Investors, Inc.
(b)	Address or principal business office or, if none, residence: 150 South Fifth Street, Suite 2550 Minneapolis, MN 55402
(c)	Citizenship: Minnesota, USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 860897107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 18,738,180
(b)	Percent of class: 15.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 17,932,797
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 18,738,180
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DISCIPLINED GROWTH INVESTORS INC /MN

Signature:	Peter G. Rieke
Name/Title:	Chief Operating & Compliance Officer
Date:	05/15/2026