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 Q2	$3.13M	Buy	72,808 +62,244	+589%	+$2.51M	﹤0.01%	1601
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

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

Marshall Wace's BIRK Position: Q2 2026 in Review

Marshall Wace increased its Birkenstock (BIRK) stake by 589% in Q2 2026, buying an estimated $2.51M and bringing the position to 72,808 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Marshall Wace first reported a position in BIRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $62.4M in Q4 2024. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Marshall Wace held 72,808 shares of Birkenstock worth $3.13M as of Q2 2026.
Marshall Wace bought 62,244 Birkenstock shares in Q2 2026, an estimated $2.51M.
Birkenstock made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1601 holding.
Marshall Wace first reported a position in Birkenstock in Q1 2024 and has held it in 10 quarters since.
Marshall Wace's Birkenstock position peaked at $62.4M in Q4 2024.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.