J. Goldman & Co’s Birkenstock BIRK Stock Holding History

J. Goldman & Co’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	-374,314	Closed	-$15.3M	–	680
2025 Q4	$15.3M	Buy	374,314 +184,314	+97%	+$7.81M	0.4%	66
2025 Q3	$8.6M	Sell	190,000 -357,761	-65%	-$17.5M	0.22%	135
2025 Q2	$26.9M	Buy	547,761 +407,515	+291%	+$20.9M	0.65%	41
2025 Q1	$6.43M	Buy	140,246 +16,751	+14%	+$882K	0.16%	179
2024 Q4	$7M	Buy	123,495 +29,804	+32%	+$1.51M	0.18%	171
2024 Q3	$4.62M	Buy	+93,691	New	+$5.1M	0.13%	172

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Goldman & Co's BIRK Position: Q1 2026 in Review

J. Goldman & Co sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 374,314 shares — an estimated $15.3M sold.

J. Goldman & Co first reported a position in BIRK in Q3 2024 and held it in 6 quarters. The position peaked at $26.9M in Q2 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

J. Goldman & Co reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 374,314 Birkenstock shares in Q1 2026, an estimated $15.3M.
J. Goldman & Co first reported a position in Birkenstock in Q3 2024 and held it in 6 quarters.
J. Goldman & Co's Birkenstock position peaked at $26.9M in Q2 2025.
228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.