Simply Good Foods Co
SMPL- Exchange
- Nasdaq
- Industry
- Food and Kindred Products
- SEC CIK
- 0001702744
No open-market purchases or sales by Simply Good Foods Co insiders were filed in the last 90 days; 300 institutions reported holding it in 13F filings for Q2 2026, worth $1.14B in total; Oaktree Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 11, 2026
- $1.10B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +26 vs. previous quarter
- 300
- 13F valueReported value at the end of Q2 2026
- $1.14B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $1.36B
- −6.5% year over year
- Net income, FY2026
- -$155.9M
- −250.5% year over year
- Free cash flow, FY2026
- $156.9M
- −0.6% year over year
- Revenue, Q4 FY2026
- $333.3M
- −9.7% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $155.9M (11.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 9.91M
- Shares sold short
- Change
- +1.36M
- +15.8% vs. previous
- Days to cover
- 3.94
- At average daily volume
Superinvestors holding SMPL, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Simply Good Foods Co on Form 13F. Percentages are the stock's share of each portfolio.
Oaktree Capital
Howard Marks
0.3%
Simply Good Foods Co's share of the portfolio
- Shares
- 1,203,889
- Value
- $16.0M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Simply Good Foods Co insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 18, 2026 (view filing) | May 14 | 4 days | Daley Clayton C JrDirector | PPurchase | +10.0K | $11.78 | +$117.8K | +9.8%111.7K after | |
| Apr 24, 2026 (view filing) | Apr 23 | 1 day | Kilts James MDirector | PPurchase | +80.0K | $12.39 | +$991.2K | +86.2%172.9K after | |
| Nov 19, 2025 (view filing) | Nov 17 | 2 days | Clawson Michael LChief Commercial Officer | PPurchase | +5.00K | $20.00 | +$100.0K | +15.3%37.6K after | |
| Nov 12, 2025 (view filing) | Nov 11 | 1 day | Matthews Timothy AllenVP, Controller and CAO | SSale | −5.86K | $19.47 | −$114.1K | −24.5%18.1K after | |
| Nov 10, 2025 (view filing) | Nov 6 | 4 days | Bealer Christopher JChief Financial Officer | PPurchase | +9.95K | $20.01 | +$199.0K | +43.2%33.0K after | |
| Jul 23, 2025 (view filing) | Jul 23 | Same day | Tanner Geoff EPresident and CEO | PPurchase | +6.05K | $33.11 | +$200.3K | +6.6%98.2K after | |
| Apr 11, 2025 (view filing) | Apr 11 | Same day | Heflin Stuart E. Jr.SVP & General Manager, Quest | SSale | −5.00K | $37.25 | −$186.3K | −28.0%12.8K after | |
| Nov 20, 2024 (view filing) | Nov 18 | 2 days | Kraft Timothy RichardChf Legal & Corp. Affairs Of. | SSale | −76.8K | $37.60 | −$2.89M | −65.7%40.1K after | |
| Nov 14, 2024 (view filing) | Nov 14 | Same day | Ratzan Brian K.Director | SSale | −50.0K | $37.38 | −$1.87M | −2.4%2.05M after | |
| Nov 14, 2024 (view filing) | Nov 14 | Same day | Matthews Timothy AllenVP, Controller and CAO | SSale | −5.33K | $37.31 | −$198.7K | −23.8%17.1K after |
Top 10 13F holders, Q2 2026
See all 300 holdersThe largest institutional positions in Simply Good Foods Co at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,622,948 | $180.9M | 0.00% | +543,410+4.2% | Added |
| Vanguard Portfolio Management LLC | 5,507,075 | $73.1M | 0.00% | −56,806−1.0% | Reduced |
| Vanguard Capital Management LLC | 3,699,509 | $49.1M | 0.00% | −71,555−1.9% | Reduced |
| State Street Corp | 3,452,116 | $45.8M | 0.00% | +83,592+2.5% | Added |
| Norges Bank | 3,021,177 | $40.1M | 0.00% | +3,021,177 | New |
| Geode Capital Management, LLC | 2,810,352 | $37.3M | 0.00% | +605,889+27.5% | Added |
| River Road Asset Management, LLC | 2,577,795 | $34.2M | 0.38% | −421,519−14.1% | Reduced |
| Silvercrest Asset Management Group LLC | 2,535,192 | $33.7M | 0.22% | +282,256+12.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,529,282 | $33.6M | 0.02% | +868,727+52.3% | Added |
| Goldman Sachs Group Inc | 2,419,092 | $32.1M | 0.00% | +1,502,655+164.0% | Added |
Holders of 5% or more of SMPL
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Simply Good Foods Co.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 13G | 6.07%5.62M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in SMPL1 member of Congress reported 4 trades in Simply Good Foods Co since 2020. Newest filings:
