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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 105 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 CALL ACCELERANT HOLDINGS 3,300.0 $44K +1K +65.0% $13.36
2082 CALL OCEAN PWR TECHNOLOGIES INC 125,600.0 $44K +61K +94.1% $0.35
2083 MQ MARQETA INC Technology 10,751.0 $44K +6K +124.9% $4.08 -5.9%
2084 PUT TIDAL TRUST III 2,300.0 $44K +300.0 +15.0% $19.06
2085 CALL RAPPORT THERAPEUTICS INC 1,400.0 $44K +900.0 +180.0% $31.29
2086 CALL AAR CORP 400.0 $44K +300.0 +300.0% $109.46
2087 CALL GARRETT MOTION INC 2,400.0 $44K +2K +1100.0% $18.17
2088 PUT TERADATA CORP DEL 1,700.0 $44K +800.0 +88.9% $25.63
2089 PUT LAKELAND INDS INC 5,300.0 $43K +4K +253.3% $8.19
2090 CALL AMARIN CORP PLC 3,000.0 $43K +2K +328.6% $14.46
2091 NKTX NKARTA INC Healthcare 20,486.0 $43K +11K +109.9% $2.11 +45.0%
2092 CALL ANDERSONS INC 600.0 $43K +500.0 +500.0% $71.78
2093 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 12,598.0 $43K +4K +54.4% $3.41 +52.2%
2094 PUT SILA REALTY TRUST INC 1,800.0 $43K +100.0 +5.9% $23.68
2095 ARLO ARLO TECHNOLOGIES INC Industrials 2,986.0 $42K +3K +1606.3% $14.23 -5.3%
2096 CALL CORE LABORATORIES INC 2,500.0 $42K +2K +1150.0% $16.79
2097 CALL UMH PPTYS INC 2,900.0 $42K +2K +163.6% $14.43
2098 CALL PONCE FINANCIAL GROUP INC 2,500.0 $42K +2K +2400.0% $16.71
2099 PUT ORGANOGENESIS HLDGS INC 17,500.0 $41K +16K +1490.9% $2.37
2100 CALL TEREX CORP NEW 700.0 $41K +500.0 +250.0% $59.10
Page 105 of 131  ·  2,617 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%