So, Blueshift Asset Management decided to ditch a chunk of its Crocs stock. Thirty-four thousand shares worth $2.9 million. That’s…a lot of foam clogs. It’s like they saw everyone embracing comfort during the pandemic and thought, “Nah, trends are over.” They still held onto 14,596 shares, which, honestly, feels like keeping a souvenir from an ex. “Remember when we were into sensible footwear?”
As of February 13, 2026, this move brought their net position change to $2.84 million. Which, let’s be real, is probably what my dry cleaner charges me for a year. Crocs now represents a modest 0.36% of Blueshift’s portfolio. Basically, pocket change. Although, in the world of high finance, 0.36% could buy you a really nice stapler.
Here’s where things get interesting. Blueshift’s top holdings? IWM, SPY, MTCH, DECK, and DKS. A diverse mix, sure, but it all feels very…predictable. Like a financial playlist stuck on repeat. It’s like they’re saying, “Yes, we tried a little whimsy with Crocs, but we’re back to safe, sensible investments now.”
| Metric | Value |
|---|---|
| Price (as of Feb. 12, 2026) | $98.46 |
| Market capitalization | $5.27 billion |
| Revenue (TTM) | $4.04 billion |
| Net income (TTM) | ($81.20 million) |
For those unfamiliar, Crocs designs and sells those…distinctive shoes. Clogs, sandals, slides, and those little charms everyone’s kids collect like they’re Pokémon cards. They’re everywhere. And apparently, they’re doing okay. They distribute their wares through wholesale, retail stores, and the internet, reaching approximately 85 countries. Which means there’s a Crocs enthusiast somewhere in, like, Uzbekistan right now.
But here’s the kicker. Blueshift dumped these shares just as Crocs was having a moment. Q4 earnings and revenue beat expectations, sending the stock up almost 20% on February 12th. And management is predicting even better earnings in 2026. It’s like they sold their tickets to the hottest show in town right before the curtain rose. I’m picturing the Blueshift trading floor right now: a lot of panicked whispering and frantic Googling of “Can you buy back stock quickly?”
Crocs also retired $128 million in debt and repurchased 10% of its outstanding shares. They’re being fiscally responsible. They’re doing all the things you want a company to do. It’s almost infuriatingly sensible. And Blueshift missed it. They’re looking at projected earnings per share of $12.88 to $13.55, significantly exceeding analyst forecasts of $11.89. That’s a difference that could fund a small island nation.
Look, I’m not saying Blueshift should have foreseen the future. But maybe, just maybe, they should have held onto those Crocs a little longer. The fact they still hold over 14,500 shares suggests they weren’t completely wrong. It’s a classic case of “selling too soon.” A good reminder that in investing, like in life, sometimes it’s best to just ride the wave. Or, in this case, the clog.
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2026-02-15 01:04