Simplex Trading’s Birkenstock BIRK Stock Holding History

Simplex Trading’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	$960K	Sell	22,300 -37,800	-63%	-$1.53M	﹤0.01%	2831
2026 Q1	$2.15M	Buy	60,100 +16,500	+38%	+$643K	﹤0.01%	1759
2025 Q4	$1.78M	Buy	43,600 +20,600	+90%	+$872K	﹤0.01%	2083
2025 Q3	$1.04M	Buy	23,000 +21,300	+1,253%	+$1.04M	﹤0.01%	3001
2025 Q2	$83K	Sell	1,700 -1,600	-48%	-$82.2K	﹤0.01%	5418
2025 Q1	$151K	Sell	3,300 -10,600	-76%	-$558K	﹤0.01%	4621
2024 Q4	$787K	Sell	13,900 -20,800	-60%	-$1.06M	﹤0.01%	3089
2024 Q3	$1.71M	Buy	34,700 +3,500	+11%	+$190K	﹤0.01%	2414
2024 Q2	$1.7M	Sell	31,200 -16,200	-34%	-$803K	﹤0.01%	2359
2024 Q1	$2.24M	Buy	47,400 +28,400	+149%	+$1.36M	﹤0.01%	2291
2023 Q4	$925K	Buy	+19,000	New	+$823K	﹤0.01%	3077

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

Simplex Trading's BIRK Position: Q2 2026 in Review

Simplex Trading increased its Birkenstock (BIRK) stake by 36% in Q2 2026, buying an estimated $129K and bringing the position to 12,104 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Simplex Trading first reported a position in BIRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q4 2025. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Simplex Trading held 12,104 shares of Birkenstock worth $521K as of Q2 2026.
Simplex Trading bought 3,194 Birkenstock shares in Q2 2026, an estimated $129K.
Birkenstock made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3555 holding.
Simplex Trading first reported a position in Birkenstock in Q1 2024 and has held it in 9 quarters since.
Simplex Trading's Birkenstock position peaked at $1.98M in Q4 2025.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.