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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 80 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 PUT BEAZER HOMES USA INC 9,700.0 $187K +7K +234.5% $19.24
1582 CALL HEXCEL CORP NEW 2,300.0 $186K +2K +283.3% $80.93
1583 CALL OSI SYSTEMS INC 700.0 $186K +600.0 +600.0% $265.51
1584 NFTY FIRST TR EXCH TRD ALPHDX FD 3,602.0 $185K +3K +1692.0% $51.50 +4.5%
1585 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 14,684.0 $185K +14K +1721.8% $12.61 +12.5%
1586 PUT BICARA THERAPEUTICS INC 9,300.0 $185K +2K +36.8% $19.89
1587 CALL LITE STRATEGY INC 159,400.0 $185K +130K +451.6% $1.16
1588 PFFA ETFIS SER TR I 9,060.0 $184K +6K +183.2% $20.36 +5.0%
1589 GOAU ETF SER SOLUTIONS 4,136.0 $183K +2K +115.4% $44.36 -5.3%
1590 STGW STAGWELL INC Communication Services 29,150.0 $183K +29K +10000.0% $6.29 +11.4%
1591 CALL PAYMENTUS HOLDINGS INC 7,200.0 $183K +7K +1100.0% $25.40
1592 PUT HELLO GROUP INC 31,700.0 $183K +3K +10.8% $5.76
1593 CALL RACKSPACE TECHNOLOGY INC 185,300.0 $182K +145K +356.4% $0.98
1594 CALL RADIANT LOGISTICS INC 25,700.0 $181K +21K +497.7% $7.05
1595 CALL ARCHROCK INC 5,200.0 $181K +2K +92.6% $34.80
1596 PUT SKYWATER TECHNOLOGY INC 6,600.0 $181K +3K +88.6% $27.41
1597 PUT KYVERNA THERAPEUTICS INC 20,900.0 $180K +900.0 +4.5% $8.63
1598 PUT DAKTRONICS INC 9,200.0 $180K +9K +2966.7% $19.55
1599 CBZ CBIZ INC Industrials 6,687.0 $180K +6K +1794.3% $26.85 +20.4%
1600 PUT INVESCO CURRENCYSHARES BRIT 1,400.0 $178K +600.0 +75.0% $127.35
Page 80 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%