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	-260,000	Closed	-$10.6M	–	679
2025 Q4	$10.6M	Sell	260,000 -334,600	-56%	-$14.2M	0.28%	103
2025 Q3	$26.9M	Buy	594,600 +99,600	+20%	+$4.87M	0.68%	33
2025 Q2	$24.3M	Buy	495,000 +95,500	+24%	+$4.91M	0.58%	49
2025 Q1	$18.3M	Buy	+399,500	New	+$21M	0.45%	66
2024 Q4	–	Sell	-185,000	Closed	-$9.12M	–	470
2024 Q3	$9.12M	Buy	+185,000	New	+$10.1M	0.26%	115

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 227 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.
227 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.