Follow-The-Filings

Security

Crocs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 new max 18.2% (Norbert Lou - Punch Card ...)

owners 17
max % 18.2%
tracked value $4.1B
qoq N 2 A 4 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Norbert Lou - Punch Card Management LP 2026 Q1 18.2% 594,570 $49M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 2.6% Add +0.05 pp 842,842 $70M hist
Li Lu - Himalaya Capital Management LLC 2026 Q1 2.3% Add +0.80 pp 887,093 $74M hist
Bill Miller - Miller Value Partners, LLC 2026 Q1 0.8% New 0.8% 38,548 $3.2B hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.03 pp 14,015 $1M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce 0.00 pp 182,994 $15M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.04 pp 596,501 $50M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 174,363 $14M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 410,678 $34M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,749,505 $406M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 789,817 $68M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 539,314 $45M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 315,240 $26M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 194,967 $16M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 28,854 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 5,110 $424 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 3,088 $256 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.96B $4.1B $4.04B
Gross profit $2.21B $2.41B $2.36B
Gross margin * 55.8% 58.8% 58.3%
Net income $792.57M $950.07M -$81.2M
Net margin * 20.0% 23.2% -2.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $910.7M $872.27M $885.88M
Total non-current assets * $3.73B $3.94B $3.29B
Total assets $4.64B $4.81B $4.17B
Total current liabilities $698.3M $740.21M $700.13M
Total non-current liabilities * $2.49B $2.24B $2.18B
Total equity $1.45B $1.84B $1.29B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $930.44M $992.49M $710.43M
Cash from investing -$115.67M -$69.35M -$51.23M
Cash from financing -$859.64M -$886.05M -$714.56M
Net change in cash -$41.79M $30.58M -$49.77M

ownership over time

filing count by report period · click a bar for that quarter’s holders