FIGS

Figs Inc-Class A Cross-source read$13.35 3.09%
Consumer DiscretionaryCUSIP 30260D103· EOD Sep 11, 2026

Among active 13F managers last quarter, 15 opened and 31 added, while 13 reduced; the largest holder to move was Arrowstreet Capital, Limited Partnership (+167%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.9M in open-market trades.

Tracked 13F holders
220
92 in Q2 2026 filings
13F value (tracked)
$1.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
46 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$1.9M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$13.35 3.09%5Y -69.5%
$0.40$12.06$23.72$35.38$47.04202120222023202420252026337216262363517422024026254022352718293612333133294253043526324283284538263538224241256547814423739
Hover for who · click for detailEnd-of-day closing prices52w $6.57 – $17.12

Who owns FIGS?

220 tracked 13F filers · ranked by shares held

220 tracked 13F filers disclose a position in FIGS as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.8.5M
$87.4M
+9.0%
Added · +704K sh
Q2 2026
2Vanguard Capital Management LLC4.7M
$47.8M
+2.6%
Added · +121K sh
Q2 2026
3Vanguard Portfolio Management LLC4.4M
$44.9M
+7.3%
Added · +299K sh
Q2 2026
4Arrowstreet Capital, Limited Partnership4.1M
$60.1M
+167%
Added · +2.5M sh
Q1 2026
5Ameriprise Financial Inc4.0M
$58.6M
−39%
Reduced · −2.5M sh
Q1 2026
6Geode Capital Management, LLC3.6M
$37.3M
+8.2%
Added · +275K sh
Q2 2026
7Dimensional Fund Advisors LP3.6M
$52.5M
+7.8%
Added · +258K sh
Q1 2026
8Marshall Wace, LLP3.2M
$47.5M
−25%
Reduced · −1.1M sh
Q1 2026
9Divisadero Street Capital Management, LP3.2M
$32.6M
−0.2%
Reduced · −5K sh
Q2 2026
10Two Sigma Investments, LP2.8M
$42.0M
+135%
Added · +1.6M sh
Q1 2026
11State Street Corp2.6M
$27.0M
+8.7%
Added · +211K sh
Q2 2026
12UBS Group AG2.5M
$37.4M
+814%
Added · +2.3M sh
Q1 2026
13Goldman Sachs Group Inc2.4M
$34.8M
+103%
Added · +1.2M sh
Q1 2026
14Nuveen, LLC2.2M
$33.0M
+77%
Added · +967K sh
Q1 2026
15Fuller & Thaler Asset Management, Inc.2.1M
$21.6M
−0.8%
Reduced · −17K sh
Q2 2026
16Jacobs Levy Equity Management, Inc2.0M
$20.6M
+19%
Added · +316K sh
Q2 2026
17Citadel Advisors LLC1.8M
$18.5M
+46%
Added · +565K sh
Q2 2026
18Renaissance Technologies LLC1.6M
$23.6M
−9.3%
Reduced · −164K sh
Q1 2026
19Woodline Partners LP1.4M
$14.6M
New
+1.4M sh
Q2 2026
20Jennison Associates LLC1.4M
$20.7M
+178%
Added · +898K sh
Q1 2026
21Charles Schwab Investment Management Inc1.1M
$16.9M
+0.7%
Added · +8K sh
Q1 2026
22D. E. Shaw & Co., Inc.1.0M
$15.5M
−19%
Reduced · −247K sh
Q1 2026
23Qube Research & Technologies Ltd1.0M
$15.5M
+125%
Added · +582K sh
Q1 2026
24Vanguard Fiduciary Trust Co1.0M
$10.4M
+4.9%
Added · +48K sh
Q2 2026
25Morgan Stanley985K
$14.6M
−50%
Reduced · −983K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FIGS being bought or sold by institutions?

Last quarter, 15 funds opened a new position in FIGS and 31 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
15
funds took a first position
Added
31
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FIGS also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA125 funds$304.0B
Microsoft CorpMSFT124 funds$192.0B
Meta Platforms Inc-Class AMETA123 funds$81.1B
Amazon.com IncAMZN122 funds$152.6B
Eli Lilly & CoLLY122 funds$65.9B
JPMorgan Chase & CoJPM120 funds$44.2B
Lam Research CorpLRCX120 funds$36.2B
Apple IncAAPL119 funds$218.4B
Alphabet Inc-CL AGOOGL118 funds$131.0B
Micron Technology IncMU118 funds$43.2B
Broadcom IncAVGO116 funds$128.8B
Costco Wholesale CorpCOST116 funds$28.3B

Ranked by how many of FIGS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FIGS.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.9M
3 insiders
Net · 180d
-$1.9M
4 open-market transactions
DateInsiderRoleActionSharesValue
May 4, 2026Hasson Heather L.Executive Chairman, Director, 10% OwnerSell (S)32K$464K
May 4, 2026Oughtred SarahChief Financial OfficerSell (S)24K$338K
Apr 2, 2026Spear Catherine EvaChief Executive Officer, Director, 10% OwnerSell (S)62K$900K
Apr 2, 2026Oughtred SarahChief Financial OfficerSell (S)11K$157K
Mar 3, 2026Hasson Heather L.Executive Chair, Director, 10% OwnerSell (S)556K$9.4M
Feb 5, 2026Hasson Heather L.Executive Chair, Director, 10% OwnerSell (S)23K$242K
Feb 5, 2026Oughtred SarahChief Financial OfficerSell (S)23K$240K
Jan 7, 2026Oughtred SarahChief Financial OfficerSell (S)11K$121K
Jan 6, 2026Spear Catherine EvaChief Executive Officer, Director, 10% OwnerSell (S)50K$566K
Nov 4, 2025Hasson Heather L.Executive Chair, Director, 10% OwnerSell (S)23K$173K
Nov 4, 2025Oughtred SarahChief Financial OfficerSell (S)23K$168K
Oct 3, 2025Oughtred SarahChief Financial OfficerSell (S)10K$73K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5128
Insiders
Form 4 open-market
03-$1.9M
US House
STOCK Act trades
00$0
Sector rotation
FIGS is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

92 tracked filers in Q2 2026 filingsstill filing
0107213Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $149.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for FIGS

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Ask your agent what changed in FIGS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FIGS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FIGS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FIGS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.