Marshall Wace’s Birkenstock BIRK Stock Holding History

Marshall Wace’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	$379K	Sell	10,564 -81,805	-89%	-$3.19M	﹤0.01%	2573
2025 Q4	$3.78M	Buy	92,369 +46,151	+100%	+$1.95M	﹤0.01%	1285
2025 Q3	$2.09M	Sell	46,218 -198,216	-81%	-$9.7M	﹤0.01%	1589
2025 Q2	$12M	Sell	244,434 -16,735	-6%	-$860K	0.01%	774
2025 Q1	$12M	Sell	261,169 -839,523	-76%	-$44.2M	0.02%	705
2024 Q4	$62.4M	Buy	1,100,692 +795,382	+261%	+$40.4M	0.08%	244
2024 Q3	$15M	Buy	305,310 +126,592	+71%	+$6.89M	0.02%	604
2024 Q2	$9.72M	Sell	178,718 -170,406	-49%	-$8.45M	0.01%	739
2024 Q1	$16.5M	Buy	+349,124	New	+$16.7M	0.03%	582

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 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

Marshall Wace's BIRK Position: Q1 2026 in Review

Marshall Wace reduced its Birkenstock (BIRK) stake by 89% in Q1 2026, selling an estimated $3.19M and leaving 10,564 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Marshall Wace first reported a position in BIRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $62.4M in Q4 2024. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

Marshall Wace held 10,564 shares of Birkenstock worth $379K as of Q1 2026.
Marshall Wace sold 81,805 Birkenstock shares in Q1 2026, an estimated $3.19M.
Birkenstock made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2573 holding.
Marshall Wace first reported a position in Birkenstock in Q1 2024 and has held it in 9 quarters since.
Marshall Wace's Birkenstock position peaked at $62.4M in Q4 2024.
227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.