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	$4.11M	Buy	95,500 +89,600	+1,519%	+$3.62M	﹤0.01%	1346
2026 Q1	$211K	Sell	5,900 -38,200	-87%	-$1.49M	﹤0.01%	4234
2025 Q4	$1.8M	Sell	44,100 -91,000	-67%	-$3.85M	﹤0.01%	2069
2025 Q3	$6.11M	Buy	135,100 +24,000	+22%	+$1.17M	﹤0.01%	1293
2025 Q2	$5.46M	Buy	111,100 +73,700	+197%	+$3.79M	﹤0.01%	1280
2025 Q1	$1.71M	Buy	37,400 +24,400	+188%	+$1.29M	﹤0.01%	2189
2024 Q4	$736K	Sell	13,000 -10,600	-45%	-$538K	﹤0.01%	3155
2024 Q3	$1.16M	Buy	23,600 +8,600	+57%	+$468K	﹤0.01%	2790
2024 Q2	$816K	Sell	15,000 -10,700	-42%	-$530K	﹤0.01%	3125
2024 Q1	$1.21M	Sell	25,700 -13,600	-35%	-$649K	﹤0.01%	2910
2023 Q4	$1.92M	Buy	+39,300	New	+$1.7M	﹤0.01%	2390

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.