No Street GP LP’s Crocs CROX Stock Holding History

No Street GP LP’s Portfolio CROX Stock Details CROX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.6M	Buy	+875,000	New	+$74.9M	4.85%	8
2025 Q3	–	Sell	-495,000	Closed	-$50.1M	–	33
2025 Q2	$50.1M	Sell	495,000 -25,000	-5%	-$2.55M	3.69%	11
2025 Q1	$55.2M	Buy	520,000 +20,727	+4%	+$2.15M	4.3%	10
2024 Q4	$54.7M	Sell	499,273 -61,053	-11%	-$7.1M	3.62%	12
2024 Q3	$81.1M	Hold	560,326	–	–	6.26%	3
2024 Q2	$81.8M	Buy	560,326 +135,326	+32%	+$19M	5.03%	3
2024 Q1	$61.1M	Sell	425,000 -75,000	-15%	-$8.55M	4.51%	5
2023 Q4	$46.7M	Buy	500,000 +50,000	+11%	+$4.62M	4.66%	7
2023 Q3	$39.7M	Sell	450,000 -255,000	-36%	-$26.2M	4.75%	9
2023 Q2	$79.3M	Buy	705,000 +80,000	+13%	+$9.53M	7.8%	3
2023 Q1	$79M	Sell	625,000 -30,000	-5%	-$3.62M	10.09%	2
2022 Q4	$71M	Buy	655,000 +185,000	+39%	+$16.4M	9.36%	3
2022 Q3	$32.3M	Buy	+470,000	New	+$32.6M	5.07%	5
2022 Q1	–	Sell	-45,406	Closed	-$5.82M	–	37
2021 Q4	$5.82M	Sell	45,406 -44,594	-50%	-$6.87M	0.94%	31
2021 Q3	$12.9M	Sell	90,000 -50,000	-36%	-$6.86M	2.11%	26
2021 Q2	$16.3M	Sell	140,000 -30,000	-18%	-$2.95M	2.56%	18
2021 Q1	$13.7M	Sell	170,000 -45,000	-21%	-$3.43M	1.77%	22
2020 Q4	$13.5M	Sell	215,000 -100,000	-32%	-$5.71M	1.56%	23
2020 Q3	$13.5M	Sell	315,000 -185,000	-37%	-$7.15M	1.59%	15
2020 Q2	$18.4M	Sell	500,000 -150,000	-23%	-$3.97M	2.37%	9
2020 Q1	$11M	Buy	650,000 +375,000	+136%	+$11.9M	2.23%	15
2019 Q4	$11.5M	Buy	+275,000	New	+$9.61M	1.26%	20

Other funds holding CROX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WPA

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

No Street GP LP's CROX Position: Q1 2026 in Review

No Street GP LP opened a new position in Crocs (CROX) in Q1 2026: 875,000 shares worth $72.6M. The stake represents 4.85% of the portfolio and ranks #8 among its holdings. This is a return to the name: No Street GP LP previously reported a position in CROX as recently as Q2 2025.

No Street GP LP first reported a position in CROX in Q4 2019 and has held it in 22 quarters since. The position peaked at $81.8M in Q2 2024. 457 funds tracked by Wall St. Rank hold CROX as of Q1 2026.

No Street GP LP held 875,000 shares of Crocs worth $72.6M as of Q1 2026.
Crocs was a new No Street GP LP position in Q1 2026.
Crocs made up 4.85% of No Street GP LP's portfolio in Q1 2026, its #8 holding.
No Street GP LP first reported a position in Crocs in Q4 2019 and has held it in 22 quarters since.
No Street GP LP's Crocs position peaked at $81.8M in Q2 2024.
457 funds tracked by Wall St. Rank held Crocs as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.