Who owns SFIX (SFIX)
Which tracked institutional funds hold SFIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFIX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SFIX is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 52 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SFIX’s largest tracked holder by dollar value, DISCIPLINED GROWTH INVESTORS INC /MN, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SFIX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 189 tracked filers holding SFIX, 108 increased or opened the position and 86 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SFIX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- VANGUARD PORTFOLIO MANAGEMENT LLC$9M
- HRT FINANCIAL LP$3M
- VANGUARD FIDUCIARY TRUST CO$3M
- COATUE MANAGEMENT LLC$2M
- LOS ANGELES CAPITAL MANAGEMENT LLC$1M
Full exits 9
- VANGUARD GROUP INC$37M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$7M
- PANAGORA ASSET MANAGEMENT INC$3M
- Verition Fund Management LLC$2M
- Divisar Capital Management LLC$2M
- Shellback Capital, LP$853K
Largest adds
- MARSHALL WACE, LLP$6M
- AQR CAPITAL MANAGEMENT LLC$4M
- UBS Group AG$1M
- Qube Research & Technologies Ltd$1M
- Archon Capital Management LLC$569K
- EverSource Wealth Advisors, LLC$406K
Largest trims
- DISCIPLINED GROWTH INVESTORS INC /MN$40M
- BlackRock, Inc.$22M
- Working Capital Advisors (UK) Ltd.$21M
- GOLDMAN SACHS GROUP INC$12M
- RENAISSANCE TECHNOLOGIES LLC$11M
- MORGAN STANLEY$11M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 18,738,180 | $62M | 14.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 11,112,291 | $37M | 8.6% | 2026-Q1 |
| Working Capital Advisors (UK) Ltd. | 11,046,077 | $37M | 8.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 5,645,858 | $19M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,790,136 | $16M | 3.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 3,498,523 | $12M | 2.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 3,181,474 | $11M | 2.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 3,048,209 | $10M | 2.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 2,905,663 | $10M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,886,695 | $10M | 2.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,861,593 | $9M | 2.2% | 2026-Q1 |
| Archon Capital Management LLC added | 2,498,925 | $8M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,418,196 | $8M | 1.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 2,233,408 | $7M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,133,141 | $7M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,076,607 | $7M | 1.6% | 2026-Q1 |
| Fund 1 Investments, LLC added | 1,970,000 | $7M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,698,842 | $6M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,591,777 | $5M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,571,582 | $5M | 1.2% | 2026-Q1 |
| UBS Group AG added | 1,409,078 | $5M | 1.1% | 2026-Q1 |
| Hodges Capital Management Inc. trimmed | 1,408,650 | $5M | 1.1% | 2026-Q1 |
| Focus Partners Wealth added | 1,085,482 | $4M | 0.8% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,043,228 | $3M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 880,886 | $3M | 0.7% | 2026-Q1 |
| FMR LLC added | 816,062 | $3M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 782,327 | $3M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 771,224 | $3M | 0.6% | 2026-Q1 |
| COATUE MANAGEMENT LLC trimmed | 735,373 | $2M | 0.6% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 726,983 | $2M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 692,137 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 647,204 | $2M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 581,458 | $2M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 432,388 | $1M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 431,823 | $1M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 378,472 | $1M | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 313,411 | $1M | 0.2% | 2026-Q1 |
| Divisadero Street Capital Management, LP new | 311,747 | $1M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 306,828 | $1M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 300,047 | $993K | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 271,225 | $898K | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 264,893 | $877K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 263,088 | $871K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 262,085 | $868K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 217,809 | $721K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 123,048 | $646K | 0.2% | 2026-Q1 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 183,181 | $606K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 179,063 | $593K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 170,245 | $564K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 167,799 | $556K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 140,841 | $466K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 138,371 | $458K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 138,355 | $458K | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 128,213 | $424K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,429 | $420K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 124,402 | $412K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 119,230 | $394K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 115,513 | $382K | 0.1% | 2026-Q1 |
| CWM, LLC added | 111,668 | $370K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 107,772 | $357K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 105,803 | $350K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 101,200 | $335K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 99,798 | $330K | 0.1% | 2026-Q1 |
| Man Group plc added | 97,586 | $323K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 87,877 | $291K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 83,260 | $276K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 81,430 | $270K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 80,930 | $268K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 69,700 | $231K | 0.1% | 2026-Q1 |
| Argos Wealth Advisors, LLC | 68,965 | $228K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 65,834 | $224K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 66,913 | $224K | 0.1% | 2026-Q1 |
| Creative Planning added | 64,668 | $214K | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 60,463 | $200K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,113,799 | $37M | 8.8% | 2025-Q4 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 1,283,677 | $7M | 1.6% | 2025-Q4 stale |
| Kent Lake PR LLC new | 1,000,000 | $4M | 1.0% | 2025-Q3 stale |
| SAMLYN CAPITAL, LLC new | 997,642 | $4M | 0.9% | 2025-Q2 stale |
| PANAGORA ASSET MANAGEMENT INC added | 552,656 | $3M | 0.7% | 2025-Q4 stale |
| Verition Fund Management LLC added | 464,721 | $2M | 0.6% | 2025-Q4 stale |
| Divisar Capital Management LLC trimmed | 457,585 | $2M | 0.6% | 2025-Q4 stale |
| MAVERICK CAPITAL LTD added | 536,780 | $2M | 0.5% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 471,051 | $2M | 0.5% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 326,056 | $1M | 0.3% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP added | 256,630 | $1M | 0.3% | 2025-Q3 stale |
| Shellback Capital, LP new | 162,500 | $853K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 144,400 | $758K | 0.2% | 2025-Q4 stale |
| NOMURA HOLDINGS INC added | 159,133 | $692K | 0.2% | 2025-Q3 stale |
| Versor Investments LP added | 114,600 | $602K | 0.1% | 2025-Q4 stale |
| Brevan Howard Capital Management LP added | 98,835 | $519K | 0.1% | 2025-Q4 stale |
| Gotham Asset Management, LLC added | 70,839 | $372K | 0.1% | 2025-Q4 stale |
| PharVision Advisers, LLC new | 66,326 | $348K | 0.1% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC trimmed | 62,048 | $326K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC added | 54,593 | $287K | 0.1% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 84,760 | $275K | 0.1% | 2025-Q1 stale |
| DRW Securities, LLC added | 51,900 | $272K | 0.1% | 2025-Q4 stale |
| AXQ CAPITAL, LP added | 43,917 | $231K | 0.1% | 2025-Q4 stale |
| BAILARD, INC. new | 42,915 | $225K | 0.1% | 2025-Q4 stale |
| Caption Management, LLC added | 66,461 | $216K | 0.1% | 2025-Q1 stale |
| DIVERSIFIED TRUST CO added | 40,179 | $211K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.