Blueshift Dumps 34,000 CROX Shares Worth $2.9 Million

Crocs designs and markets casual footwear and accessories for a global customer base, leveraging both retail and e-commerce channels.What happenedAccording to an SEC filing dated Feb. 13, 2026, Blueshift Asset Management, LLC sold 34,281 shares of Crocs during the fourth quarter of 2025. The estimated value of this transaction was $2.87 million, calculated using the average closing price for the period. The fund’s Crocs holding at quarter-end was 14,596 shares, valued at $1.25 million. The net position change, reflecting both trading and price fluctuation, totaled $2.84 million.What else to knowCrocs now accounts for 0.36% of Blueshift’s 13F reportable AUMTop holdings after the filing:NYSEMKT: IWM: $30.45 million (8.8% of AUM)NYSEMKT: SPY: $22.28 million (6.4% of AUM)NASDAQ: MTCH: $4.84 million (1.4% of AUM)NYSE: DECK: $3.32 million (1.0% of AUM)NYSE: DKS: $3.00 million (0.9% of AUM)As of Feb. 12, 2026, Crocs shares were priced at $98.46, up 10.8% over the past year, underperforming the S&P 500 by 2.06 percentage pointsCompany overviewMetricValuePrice (as of market close Feb. 12, 2026)$98.46Market capitalization$5.27 billionRevenue (TTM)$4.04 billionNet income (TTM)($81.20 million)Company snapshotCrocs designs and markets casual lifestyle footwear and accessories, including clogs, sandals, slides, boots, and shoe charms under the Crocs brand.The company generates revenue through wholesale distribution, company-operated retail stores, and e-commerce channels across approximately 85 countries.It targets a diverse global customer base, focusing on men, women, and children seeking comfortable, functional, and fashionable footwear.Crocs is a leading designer and marketer of innovative casual footwear with a global footprint and a strong brand identity. The company leverages a multi-channel distribution strategy to reach customers in the Americas, Asia Pacific, Europe, the Middle East, and Africa.What this transaction means for investorsBlueshift Asset Management may have soured on Crocs too soon. The footwear company beat earnings and revenue expectations in Q4, sending the stock up nearly 20% on Feb. 12. Management also said it expects 2026 earnings to come in well above analyst estimates.The company ended 2025 on a strong note with solid holiday sales. While its HEYDUDE brand is still struggling, Crocs made some shareholder-friendly moves last year. It retired $128 million in debt and also used cash flow to repurchase 10% of the outstanding shares. It looks like momentum remains strong in 2026, too. Its anticipated adjusted earnings per share, ranging from $12.88 to $13.55, significantly exceed the analysts' forecast of $11.89 per share.Blueshift didn’t totally give up on the name, as it still holds over 14,500 shares. The subsequent spike in the stock price provides a good example of why investors should consider buying or selling in thirds. It provides some relief should an unanticipated event sharply move the stock price after the fact. About the AuthorHoward Smith is a contributing Motley Fool stock market analyst covering technology and industrial stocks. Prior to The Motley Fool, Howard spent nearly 30 years supervising quality and operations in the steel industry, mostly with leading steel company Nucor. He holds a bachelor’s degree in metallurgical engineering from Lafayette College and a master’s degree in environmental engineering from Johns Hopkins University.TMFBuilt2LastStocks MentionedCrocsNASDAQ: CROX$96.88 (1.60%) $1.58iShares Trust - iShares Russell 2000 ETFNYSEMKT: IWM$262.96 (+1.32%) $+3.42SPDR S&P 500 ETF TrustNYSEMKT: SPY$681.51 (+0.04%) $+0.24Match GroupNASDAQ: MTCH$30.50 (+1.94%) $+0.58Deckers OutdoorNYSE: DECK$115.64 (0.33%) $0.38Dick's Sporting GoodsNYSE: DKS$201.25 (+0.97%) $+1.93*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.