Disciplined Growth Investors (SFIX) discloses 16.4% Stitch Fix Class A stake

Rhea-AI Filing Summary

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.

Insights

Equity ownership and governance analyst

Large institutional holder reports a 16.4% passive stake in Stitch Fix.

Disciplined Growth Investors, Inc. discloses beneficial ownership of 19,477,691 Stitch Fix Class A shares, or 16.4% of the class as of 12/31/2025. It has sole voting authority over 18,039,070 shares and full dispositive power over the entire stake.

The filing is made on a Schedule 13G/A, which is used for investors that characterize themselves as passive. The certifying language states the position is held in the ordinary course of business and not with the purpose or effect of changing or influencing control of Stitch Fix.

For investors tracking ownership structure, this highlights a single institutional manager with a sizable position. Any future amendments to this stake, reported on subsequent year-end or other trigger dates, would show whether this ownership concentration increases, remains stable, or declines.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 8)

Stitch Fix, Inc.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

860897107

(CUSIP Number)

12/31/2025

(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)

SCHEDULE 13G

CUSIP No. 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 18,039,070.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 19,477,691.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

19,477,691.00

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)

16.4 %

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: Class A 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: 19,477,691
(b)	Percent of class: 16.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 18,039,070
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 19,477,691
	(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:	02/17/2026