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.
13F holders, Q1 2026
Institutional positions in Simply Good Foods Co as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 277
- +14 vs. Q4 2025
- Shares held
- 89.5M
- +12.4M (+16.1%) vs. Q4 2025
- Total value
- $1.29B
- −$263.4M (−17.0%) vs. Q4 2025
- New holders
- 68
- 100 more added
- Sold out
- 54
- 88 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 300 | $1.14B |
| Q1 2026 | 277 | $1.29B |
| Q4 2025 | 267 | $1.77B |
| Q3 2025 | 300 | $2.30B |
| Q2 2025 | 312 | $3.04B |
| Q1 2025 | 294 | $3.31B |
| Q4 2024 | 279 | $3.72B |
| Q3 2024 | 272 | $3.19B |
| Q2 2024 | 274 | $3.22B |
| Q1 2024 | 290 | $3.00B |
| Q4 2023 | 267 | $3.49B |
| Q3 2023 | 243 | $3.00B |
| Q2 2023 | 246 | $3.24B |
| Q1 2023 | 242 | $3.61B |
| Q4 2022 | 239 | $3.27B |
| Q3 2022 | 235 | $2.72B |
| Q2 2022 | 239 | $3.32B |
| Q1 2022 | 235 | $3.32B |
| Q4 2021 | 230 | $3.61B |
| Q3 2021 | 206 | $2.96B |
| Q2 2021 | 202 | $3.16B |
| Q1 2021 | 206 | $2.71B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −19,614−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,910−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −17,318−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,160−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −15,947−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −15,057−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,558−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,985−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −13,006−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Daytona Street Capital LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Cornerstone Financial Management LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |