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Neo Ivy Capital Management’s Birkenstock BIRK Stock Holding History

Neo Ivy Capital Management’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
-54,697
Closed -$2.24M – 352
2025
Q4 		$2.24M Buy
+54,697
New +$2.32M 0.35% 110

Other funds holding BIRK

CMC
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T. Rowe Price Investment Management
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Neo Ivy Capital Management's BIRK Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Birkenstock (BIRK) in Q1 2026, closing a stake of 54,697 shares — an estimated $2.24M sold.

Neo Ivy Capital Management first reported a position in BIRK in Q4 2025 and held it in 1 quarter. The position peaked at $2.24M in Q4 2025. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Birkenstock position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 54,697 Birkenstock shares in Q1 2026, an estimated $2.24M.
  • Neo Ivy Capital Management first reported a position in Birkenstock in Q4 2025 and held it in 1 quarter.
  • Neo Ivy Capital Management's Birkenstock position peaked at $2.24M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.