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FIGS

Consumer Discretionary, filed as FIGS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.9%
  • $613M
  • 1 exit

In 2026 Q2 Polen Capital Management sold out of FIGS.

Who owns this now

Largest portfolio weights among holders, up to 0.9% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron 0.92%

Who owns FIGS

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.92% Hold 59,959,449 $613M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 121,437 $1.8M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FIGS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FIGS insider trades
  • None no insider bought on the open market
  • $9.4M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Heather L. Hasson Chair
    Sale
    $9.4M 556,327 shares at $16.85 31% of stake
    Traded Mar 3 Filed Mar 3

Also filed in the last 12 months, not counted as buying or selling: 10 sales to cover taxes, 9 stock grants, 9 share withholdings for taxes, and 2 option exercises.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 2.02,7.01,9.01
10-Q
SCHEDULE 13G —
8-K 5.07
SCHEDULE 13D/A —
SCHEDULE 13D/A —
8-K 2.02,7.01,9.01
10-Q
DEF 14A
DEFA14A
SCHEDULE 13G/A —
SCHEDULE 13D/A —
8-K 2.02,7.01,9.01
10-K
SCHEDULE 13G/A —
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $545.65M $555.56M $631.1M
Gross profit $376.96M $375.62M $419.84M
Gross margin * 69.1% 67.6% 66.5%
Net income $22.64M $2.72M $34.25M
Net margin * 4.1% 0.5% 5.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $385.66M $382.77M $447.28M
Total non-current assets $87.55M $127.02M $132.71M
Total assets $473.21M $509.79M $580M
Total current liabilities $57.29M $90.14M $90.52M
Total non-current liabilities * $39.07M $42.51M $52.01M
Total equity $376.85M $377.13M $437.46M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $100.92M $81.16M $61.17M
Cash from investing -$117.19M -$94.92M -$63.96M
Cash from financing $0.67M -$44.77M -$0.969M
Net change in cash -$15.6M -$58.53M -$3.66M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.