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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 331 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
6601 SCJ ISHARES INC 252.0 $24K NEW $97.08 +8.3%
6602 OPRT OPORTUN FINL CORP Financial Services 5,306.0 $24K +3K +176.9% $4.61 +25.2%
6603 CALL FLYWIRE CORPORATION 2,100.0 $24K -21K -91.0% $11.64
6604 DLNG DYNAGAS LNG PARTNERS LP Energy 5,710.0 $24K NEW $4.28 -21.0%
6605 PUT MOVADO GROUP INC 1,000.0 $24K +400.0 +66.7% $24.42
6606 CALL INNOVEX INTERNATIONAL INC 1,000.0 $24K NEW $24.39
6607 PUT ZUMIEZ INC 1,100.0 $24K -200.0 -15.4% $22.16
6608 SCHF SCHWAB STRATEGIC TR 984.0 $24K NEW $24.75 +10.5%
6609 PUT AIRO GROUP HLDGS INC 3,200.0 $24K -200.0 -5.9% $7.61
6610 CALL ARAMARK 600.0 $24K -5K -89.5% $40.54
6611 PUT RAPID7 INC 4,400.0 $24K -500.0 -10.2% $5.51
6612 PUT NATURAL RESOURCE PARTNERS LP 200.0 $24K -100.0 -33.3% $121.00
6613 CRESUD S A C I F Y A 1,894.0 $24K NEW $12.72
6614 PUT FRESHWORKS INC 3,000.0 $24K -100.0 -3.2% $8.03
6615 PUT MARQETA INC 5,900.0 $24K -12K -67.2% $4.08
6616 PUT CYTEK BIOSCIENCES INC 5,500.0 $24K $4.37
6617 PUT CRYOPORT INC 2,900.0 $24K -20K -87.5% $8.28
6618 WSC WILLSCOT HLDGS CORP Industrials 1,383.0 $24K -6K -80.9% $17.36 +52.8%
6619 PUT FRONTIER GROUP HLDGS INC 6,800.0 $24K -83K -92.4% $3.53
6620 SIGA SIGA TECHNOLOGIES INC Healthcare 4,483.0 $24K +2K +81.3% $5.35 -33.1%
Page 331 of 447  ·  8,927 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%