SCHEDULE: Fund 1 Investments Boosts Stitch Fix Stake to 5.41%

Fund 1 Investments, LLC has reported an increased beneficial ownership of 5.41% in Stitch Fix, Inc.'s Class A Common Stock.

Summary

• Fund 1 Investments, LLC reported beneficial ownership of 6,409,513 shares of Stitch Fix, Inc. Class A Common Stock.
• This ownership represents 5.41% of the total Class A Common Stock outstanding.
• The shares are held for the benefit of private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser.
• Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC, and Jonathan Lennon serves as managing member of Fund 1 Investments, LLC.
• The percentage of class is calculated based on 118,557,927 shares of Class A Common Stock outstanding as of September 19, 2025, as stated in Stitch Fix, Inc.'s Annual Report on Form 10-K filed on September 25, 2025.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine beneficial ownership disclosure and does not contain performance or strategic information that would indicate a positive or negative sentiment.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership by an institutional investor and does not provide specific insights into broader industry trends or competitive landscape beyond the ownership stake in Stitch Fix, Inc.

Stakeholder Impact

• Increased institutional ownership by Fund 1 Investments, LLC could be perceived by other investors as a signal of confidence in Stitch Fix, Inc.
• The filing provides transparency regarding the beneficial ownership structure of a significant shareholder for all stakeholders.

Key Dates

Keywords

Stitch Fix, SFIX, Fund 1 Investments, Pleasant Lake Partners, Beneficial Ownership, Schedule 13G, Class A Common Stock, Institutional Ownership