ZUMZ Institutional Ownership
Zumiez Inc.
1W: -1.2%
1M: -1.1%
3M: -28.4%
YTD: -46.0%
1Y: -38.2%
3Y: -17.8%
5Y: -65.2%
$13.99
+0.27 (+1.97%)
Pre-Market: $14.25 (+0.26, +1.89%)
Weekly Expected Move ±6.6%
$12
$13
$14
$15
$16
Credit Risk of going bust: higher than 78% of companies Debt: 51.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.22 (down 91%), Zumiez Inc. would be worth roughly what it owes.
Total debt $227.2M against a stock market value of $214.5M.
Distance to default 2.76 (Merton model): prices to 2026-10-27, balance sheet 2026-08-01, debt counted $113.6M (short-term plus half of long-term), stock volatility 55.6%; Altman Z'' 2.78. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.22 (down 91%), Zumiez Inc. would be worth roughly what it owes.
Total debt $227.2M against a stock market value of $214.5M.
Distance to default 2.76 (Merton model): prices to 2026-10-27, balance sheet 2026-08-01, debt counted $113.6M (short-term plus half of long-term), stock volatility 55.6%; Altman Z'' 2.78. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ZUMZ
144
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
$227M
Total Invested
14
New Positions
43
Increased
67
Reduced
18
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,937,114 | $27M | +21,446 | +1.1% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,049,167 | $15M | +33,591 | +3.3% | 79Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 807,564 | $11M | +101,581 | +14.4% | 15Q | SEC ↗ |
| 4 | ACADIAN ASSET MANAGEMENT LLC | 697,858 | $10M | +18,981 | +2.8% | 12Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 577,325 | $8M | -14,436 | -2.4% | 2Q | SEC ↗ |
| 6 | Tieton Capital Management, LLC | 445,863 | $6M | +185,400 | +71.2% | 16Q | SEC ↗ |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 440,925 | $6M | -30,573 | -6.5% | 17Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 379,400 | $5M | +13,238 | +3.6% | 2Q | SEC ↗ |
| 9 | PARADIGM CAPITAL MANAGEMENT INC/NY | 373,821 | $5M | +1,161 | +0.3% | 6Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 370,476 | $5M | +13,352 | +3.7% | 16Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 357,337 | $5M | -9,489 | -2.6% | 83Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 344,156 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 344,156 | $5M | -152,631 | -30.7% | 15Q | SEC ↗ |
| 14 | AQR CAPITAL MANAGEMENT LLC | 326,429 | $5M | -122,338 | -27.3% | 16Q | SEC ↗ |
| 15 | STATE STREET CORP | 322,011 | $5M | -5,049 | -1.5% | 46Q | SEC ↗ |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 302,555 | $4M | -80,556 | -21.0% | 11Q | SEC ↗ |
| 17 | Divisar Capital Management LLC | 289,102 | $4M | — | +0.0% | 17Q | SEC ↗ |
| 18 | AMERICAN CENTURY COMPANIES INC | 283,230 | $4M | +139,800 | +97.5% | 15Q | SEC ↗ |
| 19 | Empowered Funds, LLC | 271,631 | $4M | +9,876 | +3.8% | 13Q | SEC ↗ |
| 20 | MACKENZIE FINANCIAL CORP | 249,001 | $3M | +94,614 | +61.3% | 4Q | SEC ↗ |
| 21 | TOWLE & CO | 224,757 | $3M | -14,801 | -6.2% | 12Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 189,489 | $3M | -11,858 | -5.9% | 39Q | SEC ↗ |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 188,667 | $3M | -12,654 | -6.3% | 44Q | SEC ↗ |
| 24 | MORGAN STANLEY | 188,341 | $3M | +16,379 | +9.5% | 60Q | SEC ↗ |
| 25 | SEI INVESTMENTS CO | 177,840 | $2M | -86,472 | -32.7% | 3Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 160,270 | $2M | +8,160 | +5.4% | 85Q | SEC ↗ |
| 27 | D. E. Shaw & Co., Inc. | 149,052 | $2M | +52,997 | +55.2% | 20Q | SEC ↗ |
| 28 | UBS Group AG | 147,176 | $2M | +96,029 | +187.8% | 47Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 129,814 | $2M | +57,674 | +79.9% | 4Q | SEC ↗ |
| 30 | Trexquant Investment LP | 125,824 | $2M | -104,379 | -45.3% | 10Q | SEC ↗ |
| 31 | Divisadero Street Capital Management, | 124,549 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 89,037 | $1M | +4,812 | +5.7% | 2Q | SEC ↗ |
| 33 | Allianz Asset Management GmbH | 87,345 | $1M | +29,401 | +50.7% | 3Q | SEC ↗ |
| 34 | STATE OF WISCONSIN INVESTMENT BOARD | 82,493 | $1M | +12,800 | +18.4% | 7Q | SEC ↗ |
| 35 | XTX Topco Ltd | 63,288 | $885K | +32,174 | +103.4% | 2Q | SEC ↗ |
| 36 | Nuveen, LLC | 59,884 | $838K | +17,861 | +42.5% | 6Q | SEC ↗ |
| 37 | Squarepoint Ops LLC | 58,832 | $823K | +17,966 | +44.0% | 3Q | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 50,795 | $711K | +830 | +1.7% | 76Q | SEC ↗ |
| 39 | Invesco Ltd. | 48,476 | $678K | -6,608 | -12.0% | 81Q | SEC ↗ |
| 40 | Mutual Advisors, LLC | 47,304 | $662K | — | +0.0% | 12Q | SEC ↗ |
| 41 | PANAGORA ASSET MANAGEMENT INC | 43,747 | $612K | +24,090 | +122.6% | 2Q | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 42,081 | $589K | -195,668 | -82.3% | 4Q | SEC ↗ |
| 43 | PRUDENTIAL FINANCIAL INC | 41,721 | $584K | -1,910 | -4.4% | 3Q | SEC ↗ |
| 44 | LOS ANGELES CAPITAL MANAGEMENT LLC | 41,372 | $579K | -35,972 | -46.5% | 4Q | SEC ↗ |
| 45 | VICTORY CAPITAL MANAGEMENT INC | 39,200 | $548K | +1,200 | +3.2% | 30Q | SEC ↗ |
| 46 | NATIXIS | 37,600 | $526K | — | +0.0% | 3Q | SEC ↗ |
| 47 | STRS OHIO | 36,500 | $511K | +10,300 | +39.3% | 8Q | SEC ↗ |
| 48 | Vanguard Global Advisers, LLC | 35,933 | $503K | -5,158 | -12.6% | 2Q | SEC ↗ |
| 49 | MARSHALL WACE, LLP | 34,143 | $478K | -294 | -0.9% | 10Q | SEC ↗ |
| 50 | BARCLAYS PLC | 30,696 | $429K | -502 | -1.6% | 67Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 344,156 | $5M |
| Jump Financial, LLC | 30,100 | $421K |
| Campbell & CO Investment Adviser LL | 15,021 | $210K |
| Universal- Beteiligungs- und Servic | 13,671 | $191K |
| Quadrature Capital Ltd | 11,703 | $164K |
| FRANKLIN RESOURCES INC | 10,918 | $153K |
| PRICE T ROWE ASSOCIATES INC /MD | 10,773 | $151K |
| Integrated Wealth Concepts LLC | 1,897 | $27K |
| Arax Advisory Partners | 1,811 | $25K |
| Quantbot Technologies LP | 1,752 | $25K |
| Walleye Capital LLC | 1,247 | $17K |
| SUMMIT SECURITIES GROUP LLC | 387 | $5K |
| ZIONS BANCORPORATION, NATIONAL ASSO | 144 | $2K |
| Quarry LP | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hillsdale Investment Management Inc | 296,500 | $4M |
| TUDOR INVESTMENT CORP ET AL | 82,809 | $1M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 68,354 | $956K |
| Point72 Asset Management, L.P. | 56,788 | $794K |
| Informed Momentum Co LLC | 41,866 | $586K |
| Verition Fund Management LLC | 38,303 | $536K |
| ExodusPoint Capital Management, LP | 34,969 | $489K |
| GSA CAPITAL PARTNERS LLP | 24,596 | $344K |
| Jefferies Financial Group Inc. | 24,300 | $340K |
| MONIMUS CAPITAL MANAGEMENT, LP | 18,842 | $264K |
| Y-Intercept (Hong Kong) Ltd | 18,528 | $259K |
| OXFORD ASSET MANAGEMENT LLP | 16,764 | $235K |
| SG Americas Securities, LLC | 13,223 | $185K |
| Lotus Technology Management, LP | 12,910 | $181K |
| BANK OF AMERICA CORP /DE | 12,144 | $170K |
| Engineers Gate Manager LP | 11,706 | $164K |
| Dynamic Technology Lab Private Ltd | 11,693 | $164K |
| Numerai GP LLC | 11,016 | $154K |
| Virtu Financial LLC | 10,469 | $146K |
| Integrated Quantitative Investments | 10,299 | $144K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tieton Capital Management, LLC | +185,400 | +71.2% | 445,863 |
| AMERICAN CENTURY COMPANIES INC | +139,800 | +97.5% | 283,230 |
| GOLDMAN SACHS GROUP INC | +101,581 | +14.4% | 807,564 |
| UBS Group AG | +96,029 | +187.8% | 147,176 |
| MACKENZIE FINANCIAL CORP | +94,614 | +61.3% | 249,001 |
| JANE STREET GROUP, LLC | +57,674 | +79.9% | 129,814 |
| D. E. Shaw & Co., Inc. | +52,997 | +55.2% | 149,052 |
| DIMENSIONAL FUND ADVISORS LP | +33,591 | +3.3% | 1,049,167 |
| XTX Topco Ltd | +32,174 | +103.4% | 63,288 |
| Allianz Asset Management GmbH | +29,401 | +50.7% | 87,345 |
| PANAGORA ASSET MANAGEMENT INC | +24,090 | +122.6% | 43,747 |
| BlackRock, Inc. | +21,446 | +1.1% | 1,937,114 |
| ACADIAN ASSET MANAGEMENT LLC | +18,981 | +2.8% | 697,858 |
| Squarepoint Ops LLC | +17,966 | +44.0% | 58,832 |
| Nuveen, LLC | +17,861 | +42.5% | 59,884 |
| MORGAN STANLEY | +16,379 | +9.5% | 188,341 |
| AMERIPRISE FINANCIAL INC | +13,352 | +3.7% | 370,476 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +13,238 | +3.6% | 379,400 |
| STATE OF WISCONSIN INVESTMENT BOARD | +12,800 | +18.4% | 82,493 |
| BNP PARIBAS FINANCIAL MARKETS | +10,501 | +159.1% | 17,101 |