Optimize Financial’s Crocs CROX Stock Holding History

Optimize Financial’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
2025 Q3	–	Sell	-7,078	Closed	-$717K	–	355
2025 Q2	$717K	Sell	7,078 -50	-0.7%	-$5.1K	0.44%	63
2025 Q1	$757K	Buy	7,128 +3,020	+74%	+$313K	0.28%	49
2024 Q4	$450K	Buy	+4,108	New	+$478K	0.34%	85

Other funds holding CROX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WPA

WIT Partners Advisory Singapore $213M AUM 9.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's CROX Position: Q3 2025 in Review

Optimize Financial sold out of Crocs (CROX) in Q3 2025, closing a stake of 7,078 shares — an estimated $717K sold.

Optimize Financial first reported a position in CROX in Q4 2024 and held it in 3 quarters. The position peaked at $757K in Q1 2025. 477 funds tracked by Wall St. Rank hold CROX as of Q3 2025.

Optimize Financial reported no remaining Crocs position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 7,078 Crocs shares in Q3 2025, an estimated $717K.
Optimize Financial first reported a position in Crocs in Q4 2024 and held it in 3 quarters.
Optimize Financial's Crocs position peaked at $757K in Q1 2025.
477 funds tracked by Wall St. Rank held Crocs as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.