STATE OF MICHIGAN RETIREMENT SYSTEM SFIX — STITCH FIX INC

Ownership history in STATE OF MICHIGAN RETIREMENT SYSTEM  ·  24 quarters on record

AI Ownership Summary

STATE OF MICHIGAN RETIREMENT SYSTEM reported STITCH FIX INC (SFIX) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows SFIX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STATE OF MICHIGAN RETIREMENT SYSTEM's position in STITCH FIX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SFIX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STATE OF MICHIGAN RETIREMENT SYSTEM held SFIX — position size vs. price
% of Fund (quarterly)    SFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 726,983 — 0% 0.01% $3.0M 2026-07-30 $4.10
2026 Q1 UNCHANGED — — — 726,983 — 0% 0.01% $2.4M 2026-05-04 $3.61
2025 Q4 UNCHANGED — — — 726,983 — 0% 0.02% $3.8M 2026-01-29 $4.84
2025 Q3 ADDED — — — 726,983 +400,000 +122.3% 0.02% $3.2M 2025-11-05 $4.31
2025 Q2 UNCHANGED — — — 326,983 — 0% 0.01% $1.2M 2025-08-05 $4.62
2025 Q1 UNCHANGED — — — 326,983 — 0% 0.01% $1.1M 2025-04-30 $3.27
2024 Q4 UNCHANGED — — — 326,983 — 0% 0.01% $1.4M 2025-02-06 $4.78
2024 Q3 UNCHANGED — — — 326,983 — 0% 0.00% $922K 2024-11-04 $3.37
2024 Q2 UNCHANGED — — — 326,983 — 0% 0.01% $1.4M 2024-07-26 $4.87
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SFIX

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About STATE OF MICHIGAN RETIREMENT SYSTEM and SFIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STATE OF MICHIGAN RETIREMENT SYSTEM reported owning SFIX?

STATE OF MICHIGAN RETIREMENT SYSTEM reported SFIX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SFIX position in STATE OF MICHIGAN RETIREMENT SYSTEM's portfolio?

The largest reported portfolio weight for SFIX was 0.02% in 2025 Q4.

What is the latest reported SFIX position on this page?

The most recent filing on this page is 2026 Q2, when STATE OF MICHIGAN RETIREMENT SYSTEM reported 726,983 shares, equal to 0.01% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SFIX ownership page compare?

The chart compares STATE OF MICHIGAN RETIREMENT SYSTEM's quarterly SFIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STATE OF MICHIGAN RETIREMENT SYSTEM time their SFIX position?

Based on 13F filing dates vs. subsequent SFIX price moves, STATE OF MICHIGAN RETIREMENT SYSTEM correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on SFIX relative to SPY over the holding period was +1.5%.

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