FG
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Formula Growth’s Birkenstock BIRK Stock Holding History

Formula Growth’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$409K – 142
2025
Q4 		$409K Buy
+10,000
New +$424K 0.16% 121
2024
Q3 		– Sell
-15,000
Closed -$816K – 112
2024
Q2 		$816K Buy
+15,000
New +$743K 0.3% 92

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Formula Growth's BIRK Position: Q1 2026 in Review

Formula Growth sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 10,000 shares — an estimated $409K sold.

Formula Growth first reported a position in BIRK in Q2 2024 and held it in 2 quarters. The position peaked at $816K in Q2 2024. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Formula Growth reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Formula Growth sold 10,000 Birkenstock shares in Q1 2026, an estimated $409K.
  • Formula Growth first reported a position in Birkenstock in Q2 2024 and held it in 2 quarters.
  • Formula Growth's Birkenstock position peaked at $816K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Formula Growth's 13F filing for Q1 2026, filed 14 May 2026.