Simplex Trading
BROS icon

Simplex Trading’s Dutch Bros BROS Stock Holding History

Simplex Trading’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,660
Closed -$474K – 9091
2025
Q4 		$530K Buy
+8,660
New +$492K ﹤0.01% 3251
2025
Q1 		– Sell
-51,950
Closed -$3.42M – 8571
2024
Q4 		$2.72M Buy
51,950
+34,425
+196% +$1.52M ﹤0.01% 1936
2024
Q3 		$561K Buy
+17,525
New +$618K ﹤0.01% 3474
2024
Q2 		– Sell
-34,188
Closed -$1.17M – 8826
2024
Q1 		$1.13M Buy
+34,188
New +$1.01M ﹤0.01% 2990
2022
Q4 		– Sell
-213,575
Closed -$7.06M – 9252
2022
Q3 		$6.65M Buy
213,575
+213,292
+75,368% +$8.03M 0.01% 1021
2022
Q2 		$8K Buy
+283
New +$11.6K ﹤0.01% 8442

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Simplex Trading's BROS Position: Q1 2026 in Review

Simplex Trading sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 8,660 shares — an estimated $474K sold.

Simplex Trading first reported a position in BROS in Q2 2022 and held it in 6 quarters. The position peaked at $6.65M in Q3 2022. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Simplex Trading reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 8,660 Dutch Bros shares in Q1 2026, an estimated $474K.
  • Simplex Trading first reported a position in Dutch Bros in Q2 2022 and held it in 6 quarters.
  • Simplex Trading's Dutch Bros position peaked at $6.65M in Q3 2022.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.