- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 6 listed it in both
- Shares listed
- 17,442,651
- combined, among listed positions
- Reported value
- $350m
- combined, at the quarter end
Among the 92 comparable managers: 17 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,887,786.
Managers listing SMPL in Q4 2025
33 of 33 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 1,620,442 shares now+1,209,008
- Walleye Capital LLCexisting position · 595,360 shares now+556,343
- Two Sigma Investments LPexisting position · 899,782 shares now+509,992
- Balyasny Asset Management LLCexisting position · 798,836 shares now+318,270
- Winton Group Ltdnew position · 260,704 shares now+260,704
Reductions
- Fidelity (FMR LLC)existing position · 5,495,440 shares now-1,467,859
- Marshall Wace LLPexisting position · 77,161 shares now-1,205,060
- Jane Street Group LLCexisting position · 1,046,298 shares now-1,046,432
- Millennium Management LLCexisting position · 228,461 shares now-1,017,775
- Wellington Management Group LLPexisting position · 1,133,324 shares now-812,606
New positions and exits
New (2)
- Winton Group Ltd$5.2m
- Squarepoint Ops LLC$1.6m
Exited (3)
- Maverick Capital Ltdwas $3.9m
- MFS Investment Managementwas $1.5m
- Susquehanna International Group LLPwas $1.4m
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 →