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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 50 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CALL BCE INC 88,000.0 $2.2M 0.00% -236K -72.8% $25.24
982 CALL TRAVELERS COMPANIES INC 7,600.0 $2.2M 0.00% -1K -12.6% $291.68
983 PUT BUILDERS FIRSTSOURCE INC 26,900.0 $2.2M 0.00% -14K -33.4% $82.33
984 CALL NEOGEN CORP 235,300.0 $2.2M 0.00% -93K -28.4% $9.29
985 PUT PLUG PWR INC 964,800.0 $2.2M 0.00% -678K -41.3% $2.26
986 UNIT UNITI GROUP LLC Real Estate 231,966.0 $2.2M 0.00% -61K -20.8% $9.38 +19.3%
987 CALL CHART INDS INC 10,500.0 $2.2M 0.00% -100.0 -0.9% $206.75
988 PUT ZILLOW GROUP INC 52,000.0 $2.2M 0.00% -84K -61.7% $41.38
989 PUT QIAGEN NV 53,200.0 $2.1M 0.00% -15K -22.0% $40.04
990 CALL FLUENCE ENERGY INC 154,400.0 $2.1M 0.00% -96K -38.4% $13.76
991 PUT KE HLDGS INC 141,800.0 $2.1M 0.00% -14K -8.7% $14.97
992 CALL JBT MAREL CORPORATION 16,600.0 $2.1M 0.00% -6K -26.2% $127.87
993 AKAM AKAMAI TECHNOLOGIES INC Technology 18,403.0 $2.1M 0.00% -32K -63.5% $114.85 +3.4%
994 CALL INFOSYS LTD 156,200.0 $2.1M 0.00% -34K -17.9% $13.51
995 CALL QUANTUM COMPUTING INC 306,900.0 $2.1M 0.00% -159K -34.1% $6.85
996 PUT MCEWEN INC. 102,800.0 $2.1M 0.00% -68K -39.6% $20.42
997 CALL RAYONIER ADVANCED MATLS INC 188,800.0 $2.1M 0.00% -43K -18.6% $11.07
998 CALL ADVISORSHARES TR 621,300.0 $2.1M 0.00% -884K -58.7% $3.36
999 PUT PAGAYA TECHNOLOGIES LTD 179,200.0 $2.1M 0.00% -23K -11.2% $11.65
1000 PUT PURECYCLE TECHNOLOGIES INC 401,100.0 $2.1M 0.00% -364K -47.6% $5.19
Page 50 of 195  ·  3,899 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%