- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 15 May 2025
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 4 listed it in both
- Shares listed
- 6,211,640
- combined, among listed positions
- Reported value
- $214m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,728,920.
Managers listing SMPL in Q1 2025
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 4,195,497 | $145m | under 0.1% | Added | +649,258 | 13 May 2025 (the filing on sec.gov) |
| Woodline Partners LP | 1,664,755 | $57m | 0.37% | Added | +163,720 | 15 May 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 273,615 | $9.4m | 0.10% | Added | +22,110 | 15 May 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 77,773 | $2.7m | under 0.1% | Trimmed | -9,318 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 4,195,497 shares now+649,258
- Woodline Partners LPexisting position · 1,664,755 shares now+163,720
- Freestone Grove Partners LPexisting position · 273,615 shares now+22,110
Reductions
- Holocene Advisors LPexisting position · 77,773 shares now-9,318
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Capital World Investorswas $100m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2017 | 2 | $56m | n.a. | n.a. |
| Q4 2017 | 1 | $63m | n.a. | n.a. |
| Q1 2018 | 3 | $67m | n.a. | n.a. |
| Q2 2018 | 4 | $137m | n.a. | n.a. |
| Q3 2018 | 7 | $256m | n.a. | n.a. |
| Q4 2018 | 6 | $195m | n.a. | n.a. |
| Q1 2019 | 8 | $194m | n.a. | n.a. |
| Q2 2019 | 10 | $427m | n.a. | n.a. |
| Q3 2019 | 9 | $457m | n.a. | n.a. |
| Q4 2019 | 11 | $380m | n.a. | n.a. |
| Q1 2020 | 8 | $232m | n.a. | n.a. |
| Q2 2020 | 8 | $209m | n.a. | n.a. |
| Q3 2020 | 6 | $239m | n.a. | n.a. |
| Q4 2020 | 8 | $345m | n.a. | n.a. |
| Q1 2021 | 7 | $313m | n.a. | n.a. |
| Q2 2021 | 6 | $387m | n.a. | n.a. |
| Q3 2021 | 5 | $361m | n.a. | n.a. |
| Q4 2021 | 5 | $438m | n.a. | n.a. |
| Q1 2022 | 6 | $423m | n.a. | n.a. |
| Q2 2022 | 5 | $367m | n.a. | n.a. |
| Q3 2022 | 7 | $328m | n.a. | n.a. |
| Q4 2022 | 5 | $372m | n.a. | n.a. |
| Q1 2023 | 6 | $480m | n.a. | n.a. |
| Q2 2023 | 6 | $399m | n.a. | n.a. |
| Q3 2023 | 6 | $362m | n.a. | n.a. |
| Q4 2023 | 5 | $394m | 0 | 5 |
| Q1 2024 | 5 | $257m | 2 | 3 |
| Q2 2024 | 7 | $293m | 4 | 4 |
| Q3 2024 | 4 | $223m | 3 | 1 |
| Q4 2024 | 5 | $310m | 2 | 2 |
| Q1 2025 | 4 | $214m | 3 | 2 |
| Q2 2025 | 5 | $210m | 3 | 2 |
| Q3 2025 | 7 | $75m | 7 | 0 |
| Q4 2025 | 4 | $31m | 17 | 18 |
| Q1 2026 | 4 | $25m | 16 | 17 |
| Q2 2026 | 5 | $33m | 14 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SMPL and PM →SMPL and KO →SMPL and COST →Choose a stock to compare with SMPL →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SMPL, latest filings →Back to the 13F Explorer →